Cumberland Partners portfolio
Type not verifiedPortfolio as of Jun 30, 2026 (Q2 2026) · filed with the SEC on Aug 6, 2026 · data updated on Nov 5, 2026 · Q2 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Cumberland Partners reported a $1.5 bn portfolio of 152 companies (153 positions, counting each share class separately) to the SEC as of the end of Q2 2026. Its largest positions are GOOG, RY, NVDA.
Sections with a free account
What changed this quarter
134 positions with a change (16 new, 66 added to, 32 trimmed, 20 sold). 11 are listed here: those of 0.5 points of the portfolio or more (up to 12).
- McKESSON+905%more sharesIncreased0.3% → 2.1%
- Mastercard−98%fewer sharesReduced1.8% → under 0.1%
- Amphenol−55%fewer sharesReduced2.3% → 1.3%
- Analog Devices+2,962%more sharesIncreasedunder 0.1% → 1.1%
- Union Pacific+75%more sharesIncreased1.4% → 2.3%
- Pultegroup−49%fewer sharesReduced1.9% → 1.0%
- Microsoft+18%more sharesIncreased4.2% → 4.3%
- Eaton−20%fewer sharesReduced2.8% → 2.3%
- Linde+23%more sharesIncreased2.8% → 3.1%
- Ferguson Enterprises+225%more sharesIncreased0.3% → 0.8%
- Canadian Natural Resources+33%more sharesIncreased2.3% → 2.1%
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- AlphabetGOOG · GOOGL5.7%
- Royal Bank of CanadaRY5.2%
- NVIDIANVDA4.6%
- MicrosoftMSFT4.3%
- Amazon.comAMZN4.0%
- WalmartWMT3.3%
- LindeLIN3.1%
- Eli LillyLLY3.1%
- AppleAAPL3.0%
- Bank of Nova ScotiaBNS2.9%
- Costco WholesaleCOST2.8%
- EatonETN2.3%
- Union PacificUNP2.3%
- AmetekAME2.2%
- McKESSONMCK2.1%
“Since”: first quarter of the current run, unbroken until today. In the details, prices are the quarter-end prices of the quarters in which it added shares, per the 13F. The manager may have bought at any price within each quarter; the SEC only publishes the value at quarter end.
Portfolio by sector
- ● Information Technology 23%
- ● Financials 14%
- ● Industrials 12%
- ● Health Care 11%
- ● Consumer Discretionary 11%
- ● Communication Services 9%
- ● Consumer Staples 7%
- ● Energy 4%
- ● Materials 4%
- ● No sector 4%
How its portfolio changed (8 quarters)
Q2 2026: 153
Q2 2026: 37%
Q2 2026: 11.5%
Traded turnover: the weight it bought plus the weight it sold in the quarter, divided by two, excluding price moves. The plain “turnover” in the header does include that effect. With a free account: the full history and sectors over time.
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Type not verified: we have not assigned a type because we found no document that is enough to tell. Most 13F filers are in this situation: we only review in depth those that meet the portfolio criteria.
Not counted as a concentrated manager: its portfolio is not within 5 to 100 positions; its top 10 positions are under 45%. Its portfolio is shown all the same, but it is left out of manager counts, the consensus and the ranking. How this is decided
Managers of a similar size
A 13F portfolio value between a third and three times this one, whatever the type of filer. It is not a comparison of what they hold.
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