Cumberland Partners Ltd
Annual return '25
+1.5%
SPY '25
+17.7%
Alpha
-16.2ptsvs SPY
Invested
$1.3B
Holdings
157
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +1636.0% (243.6k → 4.23M shares)
4.7%
02
$RY
ROYAL BK CDA
Q1 2026: Increased +131.6% (98.8k → 228.9k shares)
4.4%
03
$MSFT
MICROSOFT CORP
Q1 2026: Increased +16653.6% (11.0k → 1.83M shares)
4.2%
04
$AMZN
AMAZON COM INC
Q1 2026: Increased +2367.9% (129.5k → 3.20M shares)
4.1%
05
$WMT
WALMART INC
Q1 2026: Increased +143.5% (288.9k → 703.6k shares)
4.0%
06
$GOOG
ALPHABET INC
Q1 2026: Increased +185.8% (285.0k → 814.7k shares)
3.7%
07
$COST
COSTCO WHOLESALE CORPORATION
Q1 2026: Increased +5.7% (68.0k → 71.9k shares)
3.4%
08
$AAPL
APPLE INC
Q1 2026: Increased +4955.8% (47.1k → 2.38M shares)
3.1%
09
$ETN
EATON CORP PLC
Q1 2026: Sold 56.0% (142.8k → 62.8k shares)
2.8%
10
$LIN
LINDE PLC
Q1 2026: Sold 25.0% (103.8k → 77.9k shares)
2.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:28 UTC.