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David Nelligan

Cumberland Partners Ltd

Assets Managed
$1.318B
Holdings
157
Last Quarter
2026 - Q1
Filed Date
1mo 10d ago
Growth Rate
-19.29%(2Q avg: -6.29%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Cumberland Partners Ltd's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 157 positions.

Assets under management

The assets under management (AUM) of Cumberland Partners Ltd over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.318B in assets, with a quarterly growth rate of -19.29% and a 2-quarter average growth rate of -6.29%. The portfolio is managed by David Nelligan, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Decreased -12.28%
4.71%
$61.993M
355,465 shares@ $174.4 avg price
RY
Royal Bank Of Canada
Recent Activity
Decreased -7.72%
4.42%
$58.235M
361,003 shares@ $161.32 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -21.85%
4.21%
$55.436M
149,757 shares@ $370.18 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -4.69%
4.15%
$54.59M
262,111 shares@ $208.28 avg price
WMT
Walmart Inc
Recent Activity
Decreased -30.09%
3.96%
$52.086M
419,100 shares@ $124.28 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -0.96%
3.67%
$48.353M
168,559 shares@ $286.87 avg price
COST
Costco Wholesale Corp
Recent Activity
Increased 7.4%
3.45%
$45.369M
45,532 shares@ $996.44 avg price
AAPL
Apple Inc
Recent Activity
Decreased -18.69%
3.14%
$41.264M
162,591 shares@ $253.8 avg price
ETN
Eaton Corp Plc
Recent Activity
Decreased -8.92%
2.85%
$37.511M
104,875 shares@ $357.67 avg price
LIN
Linde Plc
Recent Activity
Increased 3.17%
2.81%
$37M
74,633 shares@ $495.76 avg price

1-10 of 157