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CUMBERLAND PARTNERS LTD

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
PulteGroup, Inc.PHM107.92K$14.81M
Amphenol CorporationAPH110.78K$19.53M
Pembina Pipeline CorporationPBA117.66K$5.44M
AstraZeneca PLCAZN121.83K$23.1M
Nasdaq, Inc.NDAQ122.72K$9.67M
Union Pacific CorporationUNP129.04K$35.1M
Cisco Systems, Inc.CSCO129.47K$15.21M
The TJX Companies, Inc.TJX130.89K$19.83M
AMETEK, Inc.AME142.84K$34.56M
Kenvue Inc.KVUE159.28K$3.04M
Apple Inc.AAPL161.48K$46.72M
Cameco CorporationCCJ164.27K$16.73M
Alphabet Inc.GOOG167.64K$59.23M
O'Reilly Automotive, Inc.ORLY173.88K$16.01M
Microsoft CorporationMSFT176.99K$66.02M
Pfizer Inc.PFE187.06K$4.5M
Alamos Gold Inc.AGI206.2K$6.25M
Hudbay Minerals Inc.HBM232.8K$5.5M
Amazon.com, Inc.AMZN260.46K$62.08M
Netflix, Inc.NFLX302.8K$21.62M