Top 50 Cumberland Partners Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 4.7% | 355.5K | $62.0M | -12.29%(-49.80K) | $124.49(+56.50%) | 2026-03-31 | |
| RY | ROYAL BK CDA | 4.42% | 361.0K | $58.2M | -7.73%(-30.22K) | $81.15(+152.35%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 4.21% | 149.8K | $55.4M | -21.85%(-41.88K) | $151.63(+157.54%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 4.14% | 262.1K | $54.6M | -4.69%(-12.91K) | $178.72(+35.78%) | 2026-03-31 | |
| WMT | WALMART INC | 3.95% | 419.1K | $52.1M | -30.10%(-180.44K) | $57.46(+94.65%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 3.67% | 168.6K | $48.4M | -0.97%(-1.65K) | $71.57(+397.69%) | 2026-03-31 | |
| COST | COSTCO WHOLESALE CORPORATION | 3.44% | 45.5K | $45.4M | +7.39%(+3.13K) | $331.74(+186.87%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.13% | 162.6K | $41.3M | -18.69%(-37.38K) | $193.01(+59.90%) | 2026-03-31 | |
| ETN | EATON CORP PLC | 2.85% | 104.9K | $37.5M | -8.92%(-10.27K) | $178.54(+123.21%) | 2026-03-31 | |
| LIN | LINDE PLC | 2.81% | 74.6K | $37.0M | +3.17%(+2.29K) | $335.31(+63.02%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.00% | +44.28% |
| Top 20 Holdings Unweighted | +12.44% | +42.17% |
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