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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Cumberland Partners Ltd

Quarter ended Q2 2024 · Filed August 13, 2024 · Accession 0001104659-24-089028

Total Value
$1.38B
Positions
260
Other Managers
2
Confidential Omitted
No
View on SEC.gov

Holdings (260)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT131,255$58.7M4.27%
2ALPHABET INCGOOG235,168$43.1M3.14%
3META PLATFORMS INCMETA84,952$42.8M3.12%
4WALMART INCWMT571,947$38.7M2.82%
5EATON CORP PLCETN121,308$38.0M2.77%
6THOMSON REUTERS CORP.TMSOF211,878$35.7M2.60%
7CANADIAN PACIFIC KANSAS CITYCP387,960$30.5M2.22%
8COSTCO WHSL CORP NEW22160K10535,646$30.3M2.20%
9S&P GLOBAL INCSPGI66,484$29.7M2.16%
10APPLE INCAAPL137,908$29.0M2.11%
11ROYAL BK CDA780087102267,798$28.5M2.07%
12VISA INCV107,689$28.3M2.06%
13AMAZON COM INCAMZN141,966$27.4M2.00%
14CANADIAN NATL RY CO136375102221,018$26.1M1.90%
15MARSH & MCLENNAN COS INC571748102116,052$24.5M1.78%
16TFI INTL INC87241L109163,596$23.7M1.73%
17LINDE PLCLIN53,344$23.4M1.70%
18THERMO FISHER SCIENTIFIC INCTMO39,094$21.6M1.57%
19UNITEDHEALTH GROUP INCUNH41,437$21.1M1.53%
20NOVO-NORDISK A SNONOF146,183$20.9M1.52%
21MICROSOFT CORPMSFT46,640$20.8M1.52%
22HOME DEPOT INCHD54,270$18.7M1.36%
23APPLIED MATLS INC03822210578,616$18.6M1.35%
24GALLAGHER ARTHUR J & CO36357610969,343$18.0M1.31%
25META PLATFORMS INCMETA34,845$17.6M1.28%
26ALPHABET INCGOOG92,675$16.9M1.23%
27EATON CORP PLCETN52,345$16.4M1.19%
28MASTERCARD INCORPORATEDMA35,869$15.8M1.15%
29S&P GLOBAL INCSPGI32,495$14.5M1.05%
30ANALOG DEVICES INCADI60,602$13.8M1.01%
31COSTCO WHSL CORP NEW22160K10513,284$11.3M0.82%
32MASTERCARD INCORPORATEDMA25,125$11.1M0.81%
33ROYAL BK CDA780087102102,329$10.9M0.79%
34VERTEX PHARMACEUTICALS INCVRTX23,207$10.9M0.79%
35VISA INCV39,748$10.4M0.76%
36OREILLY AUTOMOTIVE INC67103H1079,664$10.2M0.74%
37BROADCOM INCAVGO5,945$9.5M0.69%
38LINDE PLCLIN21,372$9.4M0.68%
39HOME DEPOT INCHD26,984$9.3M0.68%
40BLACKROCK INCBLK11,340$8.9M0.65%
41SCHWAB CHARLES CORPSCHW-PJ120,090$8.8M0.64%
42ARES MANAGEMENT CORPORATIONARES-PB65,955$8.8M0.64%
43CAMECO CORPCCJ178,400$8.8M0.64%
44CADENCE DESIGN SYSTEM INCCDNS28,090$8.6M0.63%
45TAIWAN SEMICONDUCTOR MFG LTD87403910046,065$8.0M0.58%
46HOWMET AEROSPACE INCHWM100,305$7.8M0.57%
47ALPHABET INCGOOG41,350$7.6M0.55%
48AMAZON COM INCAMZN38,460$7.4M0.54%
49ABBVIE INCABBV42,620$7.3M0.53%
50APPLIED MATLS INC03822210530,615$7.2M0.53%
51DESCARTES SYS GROUP INC24990610874,000$7.2M0.52%
52MOTOROLA SOLUTIONS INCMSI18,110$7.0M0.51%
53ELI LILLY & COLLY7,435$6.7M0.49%
54ASML HOLDING N VASMLF6,517$6.7M0.48%
55ACCENTURE PLC IRELANDACN21,469$6.5M0.47%
56GALLAGHER ARTHUR J & CO36357610924,350$6.3M0.46%
57SOUTHERN COPPER CORPSCCO57,639$6.2M0.45%
58GENTEX CORPGNTX181,615$6.1M0.45%
59SIMPLIFY EXCHANGE TRADED FUN82889N863265,139$6.0M0.43%
60ENERGY TRANSFER L PET-PI366,705$5.9M0.43%
61WALMART INCWMT86,215$5.8M0.42%
62CARRIER GLOBAL CORPORATIONCARR91,060$5.7M0.42%
63BOOZ ALLEN HAMILTON HLDG CORBAH37,055$5.7M0.41%
64THERMO FISHER SCIENTIFIC INCTMO10,274$5.7M0.41%
65FIRSTSERVICE CORP NEWFSV36,500$5.6M0.40%
66ALPHABET INCGOOG30,232$5.5M0.40%
67ELEVANCE HEALTH INCELV9,715$5.3M0.38%
68MCKESSON CORPMCK8,935$5.2M0.38%
69CANADIAN NAT RES LTD136385101145,720$5.2M0.38%
70ELEVANCE HEALTH INCELV9,526$5.2M0.38%
71MARSH & MCLENNAN COS INC57174810224,424$5.1M0.37%
72ICON PLCICLR16,340$5.1M0.37%
73EASTMAN CHEM COEMN51,535$5.0M0.37%
74AIRBNB INCABNB32,000$4.9M0.35%
75ANALOG DEVICES INCADI20,440$4.7M0.34%
76CANADIAN NATL RY CO13637510237,365$4.4M0.32%
77CAMECO CORPCCJ89,403$4.4M0.32%
78FERGUSON PLC NEWG3421J10622,325$4.3M0.31%
79ALAMOS GOLD INC NEWAGI271,200$4.3M0.31%
80WASTE CONNECTIONS INCWCN24,140$4.2M0.31%
81GRANITE REAL ESTATE INVT TR38743711485,100$4.2M0.31%
82UNITEDHEALTH GROUP INCUNH8,019$4.1M0.30%
83ARCH CAP GROUP LTDG0450A10539,650$4.0M0.29%
84TORONTO DOMINION BK ONTTORO71,143$3.9M0.28%
85SALESFORCE INCCRM15,000$3.9M0.28%
86BERKSHIRE HATHAWAY INC DELBRK-A9,465$3.9M0.28%
87HUDBAY MINERALS INCHBM414,700$3.8M0.27%
88DANAHER CORPORATION23585110214,462$3.6M0.26%
89ROYAL BK CDA78008710233,300$3.5M0.26%
90AVERY DENNISON CORPAVY15,862$3.5M0.25%
91BANK NOVA SCOTIA HALIFAX06414910775,579$3.5M0.25%
92TOLL BROTHERS INCTOL28,795$3.3M0.24%
93TEMPUR SEALY INTL INCSGI69,780$3.3M0.24%
94MERCADOLIBRE INCMELI2,000$3.3M0.24%
95APPLE INCAAPL15,310$3.2M0.23%
96BLACKROCK INCBLK4,066$3.2M0.23%
97AVERY DENNISON CORPAVY14,613$3.2M0.23%
98CANADIAN PACIFIC KANSAS CITYCP38,410$3.0M0.22%
99TFI INTL INC87241L10920,445$3.0M0.22%
100ASML HOLDING N VASMLF2,845$2.9M0.21%
101PARKER-HANNIFIN CORPPH5,745$2.9M0.21%
102VANGUARD SCOTTSDALE FDS92206C40937,500$2.9M0.21%
103NORTH AMERN CONSTR GROUP LTD656811106143,500$2.8M0.20%
104APOLLO GLOBAL MGMT INC03769M10623,000$2.7M0.20%
105SCHWAB CHARLES CORPSCHW-PJ36,808$2.7M0.20%
106OREILLY AUTOMOTIVE INC67103H1072,551$2.7M0.20%
107SYSCO CORPSYY37,650$2.7M0.20%
108ROGERS COMMUNICATIONS INCRCIAF71,590$2.6M0.19%
109PARKER-HANNIFIN CORPPH5,231$2.6M0.19%
110SIMPLIFY EXCHANGE TRADED FUN82889N657123,421$2.6M0.19%
111PEPSICO INCPEP15,600$2.6M0.19%
112VERTEX PHARMACEUTICALS INCVRTX5,452$2.6M0.19%
113WIX COM LTDWIX16,000$2.5M0.19%
114DECKERS OUTDOOR CORPDECK2,510$2.4M0.18%
115GSK PLCGLAXF62,500$2.4M0.17%
116HILTON WORLDWIDE HLDGS INCHLT11,000$2.4M0.17%
117NETFLIX INCNFLX3,500$2.4M0.17%
118ATLAS ENERGY SOLUTIONS INCAESI116,300$2.3M0.17%
119DIGITAL RLTY TR INC25386810315,165$2.3M0.17%
120CANADIAN NAT RES LTD13638510164,656$2.3M0.17%
121BANK AMERICA CORP06050510457,610$2.3M0.17%
122BROADCOM INCAVGO1,416$2.3M0.17%
123AGILENT TECHNOLOGIES INCA17,275$2.2M0.16%
124NAPCO SEC TECHNOLOGIES INC63040210542,500$2.2M0.16%
125DECKERS OUTDOOR CORPDECK2,248$2.2M0.16%
126AUTOZONE INCAZO725$2.1M0.16%
127CISCO SYS INCCSCO44,500$2.1M0.15%
128FOMENTO ECONOMICO MEXICANO S34441910619,000$2.0M0.15%
129PEMBINA PIPELINE CORPPPLOF52,883$2.0M0.14%
130KINSALE CAP GROUP INC49714P1085,000$1.9M0.14%
131VISA INCV7,200$1.9M0.14%
132REPUBLIC SVCS INC7607591009,600$1.9M0.14%
133APPLOVIN CORPAPP22,000$1.8M0.13%
134NVR INCNVR240$1.8M0.13%
135SPDR GOLD TRGLD8,435$1.8M0.13%
136INTUITINTU2,750$1.8M0.13%
137CVS HEALTH CORPCVS30,395$1.8M0.13%
138ALLISON TRANSMISSION HLDGS IALSN22,500$1.7M0.12%
139NVIDIA CORPORATIONNVDA13,500$1.7M0.12%
140ALPHABET INCGOOG9,000$1.6M0.12%
141ACCENTURE PLC IRELANDACN5,400$1.6M0.12%
142FORTINET INCFTNT26,500$1.6M0.12%
143BOOKING HOLDINGS INCBKNG400$1.6M0.12%
144ENBRIDGE INCENNPF44,000$1.6M0.11%
145TARGET CORPTGT10,500$1.6M0.11%
146CORPAY INCCPAY5,750$1.5M0.11%
147PEMBINA PIPELINE CORPPPLOF40,500$1.5M0.11%
148THE CIGNA GROUP1255231004,500$1.5M0.11%
149TRADEWEB MKTS INC89267210614,000$1.5M0.11%
150GODADDY INCGDDY10,000$1.4M0.10%
151APPLIED INDL TECHNOLOGIES IN03820C1057,000$1.4M0.10%
152TELUS CORPORATIONTU89,100$1.3M0.10%
153HCA HEALTHCARE INCHCA4,000$1.3M0.09%
154LINCOLN ELEC HLDGS INC5339001066,800$1.3M0.09%
155BUILDERS FIRSTSOURCE INCBLDR9,250$1.3M0.09%
156FORTIS INCFTRSF32,500$1.3M0.09%
157BECTON DICKINSON & COBDX5,300$1.2M0.09%
158ISHARES TR46435G47446,200$1.2M0.09%
159EMERSON ELEC COEMR10,800$1.2M0.09%
160VANGUARD BD INDEX FDS92193783516,455$1.2M0.09%
161MONSTER BEVERAGE CORP NEWMNST22,500$1.1M0.08%
162ADOBE INCADBE2,000$1.1M0.08%
163INTERNATIONAL BUSINESS MACHSINTR6,400$1.1M0.08%
164BANK MONTREAL QUE06367110113,161$1.1M0.08%
165VANGUARD BD INDEX FDS92193782714,295$1.1M0.08%
166FREEPORT-MCMORAN INCFCX22,100$1.1M0.08%
167INVESCO EXCH TRADED FD TR IIIVZ50,000$1.1M0.08%
168TEXAS PACIFIC LAND CORPORATITPL1,400$1.0M0.07%
169JOHNSON & JOHNSONJNJ7,000$1.0M0.07%
170CBOE GLOBAL MKTS INC12503M1086,000$1.0M0.07%
171PHILIP MORRIS INTL INC71817210910,000$1.0M0.07%
172MEDPACE HLDGS INCMEDP2,400$988,4400.07%
173CANADIAN PACIFIC KANSAS CITYCP12,500$984,2150.07%
174VEREN INC92340V107121,600$958,8660.07%
175PAYCHEX INCPAYX8,000$948,4800.07%
176SPOTIFY TECHNOLOGY S ASPOT3,000$941,3700.07%
177MCKESSON CORPMCK1,600$934,4640.07%
178LOCKHEED MARTIN CORPLMT2,000$934,2000.07%
179UNITEDHEALTH GROUP INCUNH1,800$916,6680.07%
180EMCOR GROUP INCEME2,500$912,7000.07%
181RAYMOND JAMES FINL INC7547301097,300$902,3530.07%
182PUBLIC STORAGE OPER COPSA-PS3,100$891,7150.06%
183VANGUARD SCOTTSDALE FDS92206C40911,460$885,5720.06%
184DESCARTES SYS GROUP INC2499061088,783$850,4760.06%
185STANTEC INCSTN10,075$842,9200.06%
186KLA CORPKLAC1,000$824,5100.06%
187SIMPLIFY EXCHANGE TRADED FUN82889N86336,219$813,4790.06%
188INTERACTIVE BROKERS GROUP IN45841N1076,500$796,9000.06%
189QUALCOMM INCQCOM4,000$796,7200.06%
190CONSTELLATION BRANDS INCSTZ3,000$771,8400.06%
191VANGUARD INDEX FDS9229083631,463$731,6900.05%
192DONALDSON INCDCI10,000$715,6000.05%
193PACCAR INCPCAR6,500$669,1100.05%
194UNITED THERAPEUTICS CORP DELUTHR2,000$637,1000.05%
195PROGRESSIVE CORP7433151033,000$623,1300.05%
196RYAN SPECIALTY HOLDINGS INCRYAN10,000$579,1000.04%
197BCE INCBCPPF17,154$555,2510.04%
198ELI LILLY & COLLY607$549,5660.04%
199NOVO-NORDISK A SNONOF3,470$495,3080.04%
200AMERICAN EXPRESS COAXP2,000$463,1000.03%
201WARNER BROS DISCOVERY INCWBD61,150$454,9560.03%
202VANGUARD BD INDEX FDS9219378356,060$436,6230.03%
203ENBRIDGE INCENNPF12,115$430,7320.03%
204SELECT SECTOR SPDR TR81369Y60510,379$426,6810.03%
205CANADIAN NATL RY CO1363751023,400$401,6840.03%
206ADOBE INCADBE718$398,8780.03%
207MARKEL GROUP INCMKL250$393,9150.03%
208JPMORGAN CHASE & CO.VYLD1,905$385,3050.03%
209CANADIAN IMPERIAL BK COMM TOCNDIF7,908$375,7820.03%
210NEWMONT CORPNEMCL8,600$359,8130.03%
211UNITED RENTALS INCURI554$358,2880.03%
212CELESTICA INCCLS5,900$337,7830.02%
213IQVIA HLDGS INCIQV1,570$331,9610.02%
214ASTRAZENECA PLCAZN4,100$319,7590.02%
215AMPHENOL CORP NEW0320951014,460$300,4700.02%
216SUN LIFE FINANCIAL INC.SUNFF5,946$291,3670.02%
217FERGUSON PLC NEWG3421J1061,415$272,3600.02%
218CANADIAN IMPERIAL BK COMM TOCNDIF5,200$247,2030.02%
219CADENCE DESIGN SYSTEM INCCDNS786$241,8920.02%
220THOMSON REUTERS CORP.TMSOF1,294$217,9890.02%
221TELUS CORPORATIONTU14,344$217,0060.02%
222ISHARES TR4642886464,210$215,7200.02%
223YUM BRANDS INCYUM1,585$209,9490.02%
224ROGERS COMMUNICATIONS INCRCIAF5,635$208,3820.02%
225CENOVUS ENERGY INCCVE10,400$204,3750.01%
226ICON PLCICLR650$203,7560.01%
227VERSABANK NEWVBNK18,400$198,0720.01%
228TAIWAN SEMICONDUCTOR MFG LTD8740391001,087$188,9310.01%
229ARCH CAP GROUP LTDG0450A1051,730$174,5400.01%
230MARKEL GROUP INCMKL100$157,5660.01%
231CAMECO CORPCCJ2,900$142,6530.01%
232TCW STRATEGIC INCOME FD INC87234010428,350$134,3790.01%
233BLACKROCK INCOME TR INCBLK8,733$104,1850.01%
234NVIDIA CORPORATIONNVDA750$92,6550.01%
235NETFLIX INCNFLX120$80,9860.01%
236ALAMOS GOLD INC NEWAGI4,000$62,7320.00%
237VANGUARD BD INDEX FDS921937827660$50,6220.00%
238GRANITE REAL ESTATE INVT TR387437114980$48,5510.00%
239SELECT SECTOR SPDR TR81369Y6051,153$47,4000.00%
240FIRSTSERVICE CORP NEWFSV270$41,0820.00%
241ABBVIE INCABBV227$38,9350.00%
242BCE INCBCPPF1,150$37,2240.00%
243PEMBINA PIPELINE CORPPPLOF1,000$37,0960.00%
244TCW STRATEGIC INCOME FD INC8723401046,695$31,7340.00%
245SALESFORCE INCCRM100$25,7100.00%
246BLACKROCK INCOME TR INCBLK2,061$24,5880.00%
247NEWMONT CORPNEMCL500$20,9350.00%
248EMERSON ELEC COEMR150$16,5240.00%
249PEPSICO INCPEP100$16,4930.00%
250JOHNSON & JOHNSONJNJ100$14,6160.00%
251HUDBAY MINERALS INCHBM1,575$14,2440.00%
252MONSTER BEVERAGE CORP NEWMNST282$14,0860.00%
253SIMPLIFY EXCHANGE TRADED FUN82889N657515$10,9700.00%
254CONSTELLATION BRANDS INCSTZ35$9,0050.00%
255AIRBNB INCABNB40$6,0650.00%
256AMPHENOL CORP NEW03209510190$6,0630.00%
257DESCARTES SYS GROUP INC24990610855$5,3260.00%
258IQVIA HLDGS INCIQV25$5,2860.00%
259ASTRAZENECA PLCAZN65$5,0690.00%
260YUM BRANDS INCYUM35$4,6360.00%