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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 8 of 8  ·  153 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 BTGD TIDAL TRUST II 19,919.0 $385K 0.03% NEW $19.31 +47.0%
142 MA MASTERCARD INCORPORATED Financial Services 735.0 $377K 0.02% NEW $513.60 +13.1%
143 OKE ONEOK INC NEW Energy 4,160.0 $362K 0.02% NEW $86.94 +7.4%
144 PFFA ETFIS SER TR I 17,547.0 $361K 0.02% NEW $20.57 +1.6%
145 ROK ROCKWELL AUTOMATION INC Industrials 721.0 $357K 0.02% NEW $495.08 -11.7%
146 BND VANGUARD BD INDEX FDS 4,775.0 $351K 0.02% NEW $73.41 -1.6%
147 PFF ISHARES TR 9,800.0 $299K 0.02% NEW $30.49 -0.1%
148 SJNK SPDR SERIES TRUST 11,368.0 $285K 0.02% NEW $25.03 -0.6%
149 PGR PROGRESSIVE CORP Financial Services 1,104.0 $241K 0.02% NEW $218.45 +0.4%
150 SU SUNCOR ENERGY INC NEW Energy 4,427.0 $238K 0.01% NEW $53.69 +27.4%
151 IMO IMPERIAL OIL LTD Energy 1,970.0 $221K 0.01% NEW $112.07 +23.2%
152 NSC NORFOLK SOUTHN CORP Industrials 648.0 $204K 0.01% NEW $314.59 +11.5%
153 BERKSHIRE HATHAWAY INC DEL 400.0 $200K 0.01% NEW $500.39
Page 8 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%