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Portfolio (Quarterly) Guide ↗

Cumberland Partners Ltd

· CIK 0001578985
13F Portfolio $1.5B AUM 240 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 153 New
Page 5 of 8  ·  153 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TPR TAPESTRY INC Consumer Cyclical 17,000.0 $2.5M 0.16% NEW $146.38 -11.1%
82 PSMT PRICESMART INC Consumer Defensive 12,310.0 $2.4M 0.16% NEW $195.34 -11.5%
83 CB CHUBB LIMITED Financial Services 7,000.0 $2.4M 0.15% NEW $340.74 +0.1%
84 CASY CASEYS GEN STORES INC Consumer Cyclical 3,000.0 $2.4M 0.15% NEW $794.79 +5.2%
85 BROOKFIELD ASSET MANAGMT LTD 52,825.0 $2.4M 0.15% NEW $44.84
86 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 26,880.0 $2.3M 0.15% NEW $87.04 +7.8%
87 KLAC KLA CORP Technology 7,500.0 $2.3M 0.15% NEW $301.71 -39.0%
88 SPGI S&P GLOBAL INC Financial Services 5,550.0 $2.3M 0.15% NEW $407.26 +5.9%
89 RJF RAYMOND JAMES FINL INC Financial Services 14,800.0 $2.3M 0.15% NEW $152.03 +15.2%
90 DSGX DESCARTES SYS GROUP INC Technology 31,400.0 $2.2M 0.14% NEW $69.24 +13.0%
91 MSCI MSCI INC Financial Services 3,800.0 $2.1M 0.14% NEW $560.04 +0.6%
92 WFRD WEATHERFORD INTL PLC Energy 26,100.0 $2.1M 0.14% NEW $81.50 +11.1%
93 TEL TE CONNECTIVITY PLC Technology 9,945.0 $2.0M 0.13% NEW $201.61 +1.0%
94 IGIB ISHARES TR 37,673.0 $2.0M 0.13% NEW $53.17 -1.9%
95 CW CURTISS WRIGHT CORP Industrials 2,600.0 $2.0M 0.13% NEW $757.76 -16.2%
96 WWD WOODWARD INC Industrials 4,600.0 $2.0M 0.13% NEW $425.44 -19.3%
97 FN FABRINET Technology 3,470.0 $2.0M 0.13% NEW $562.08 -22.3%
98 ROST ROSS STORES INC Consumer Cyclical 8,700.0 $1.9M 0.12% NEW $212.85 +12.3%
99 RMD RESMED INC Healthcare 9,500.0 $1.9M 0.12% NEW $194.88 +18.8%
100 AMER SPORTS INC 54,335.0 $1.8M 0.12% NEW $33.84
Page 5 of 8  ·  153 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 24.9%
Financial Services 15.8%
Industrials 12.3%
Healthcare 11.7%
Consumer Cyclical 11.2%
Consumer Defensive 8.1%
Communication Services 6.0%
Basic Materials 4.8%
Energy 4.8%
Utilities 0.3%