Cumberland-Partners
AI_NATIVE detailed information: This accession holds the following tickers:[ "PINS", "ARES", "FSV", "HOOD", "NVR", "GDX", "AGI.TO", "RJF", "GIL", "HBM", "FTI", "RBA.TO", "QSR", "PBA", "ACN", "ABNB", "ABBV", "ADBE", "GOOGL", "TEAM", "ASML", "BLK", null, "AVGO", "APP", "CLS", "CP.TO", "WRB", "COF", null, "EOG", "EXPE", "FCX", "HLT", "HD", "AZN", null, "FTS", "FMX", "UNP", "HWM", "AMAT", "EMR", "BKNG", null, "META", null, "IQV", "LRCX", "LIN", "MMC", "SLF", "MA", "PODD", "AESI", "MSFT", "NDAQ", "ORLY", "EMN", "KKR", "ORCL", "PAYX", null, "PYPL", "PEP", "PGR", null, "UNH", "AAPL", "NVDA", "ENB", "TU", "PFE", "SPGI", "RY", null, "SHOP", "GLD", null, "RSG", "IBM", null, "TD", "TMO", "TW", "UBER", "UTHR", "DCBO", "SCHW", "NOA", null, null, "GDDY", "TSM", "RMD", "VRTX", "TT", null, "LECO", "ADSK", "AON", "ACGL", "APH", "CPAY", "DECK", "AJG", "FTNT", "WCN", null, "IDXX", "NVO", "AMZN", "MSI", null, null, "TPL", null, "BND", "VOO", "VEEV", "V", "WBD", "WMT", "WIX", "CNQ", "AEM", "ET", "MSCI", null, "CRM", "STN", null, "SPOT", "LYV", "MELI", "TRI.TO", "MCK", "PAYC", "LULU", "AN", "BAC", "BNS", "BMO", "BRK-B", "BAH", "BAM.TO", "CCJ", "CM", "CNI", "CDNS", "CARR", "CME", "CPRT", "COST", "DHR", "DSGX", "DLR", "ETN", "GOOG", "JNJ", "LLY", "NFLX", "PM", "PH", null, null, "APO", "ZTS" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-09
- Total Holdings
- 262
- Total Value
- 1296595409
- Accession Number
- 0001104659-25-046329
- Form Type
- 13F-HR
- Manager Name
- Cumberland-Partners
Data Enrichment
86% identified226 identified36 unidentified
Holdings
262 positions
Manager:
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Page 4 of 9
464289180
Shares:122.9K
Value:$3.5M
82889N699
Shares:112.0K
Value:$3.3M
81369Y506
Shares:29.8K
Value:$2.8M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
2.1K | All Managers (Combined) | $4.1M | |||
9.7K | QoQ NEW(+9.7K) | All Managers (Combined) | $3.9M | QoQ NEW(+$3.9M) | |
(cusip464289180)✕ | 122.9K | QoQ NEW(+122.9K) YoY NEW(+122.9K) | All Managers (Combined) | $3.5M | QoQ NEW(+$3.5M) YoY NEW(+$3.5M) |
Salesforce, Inc.(CRMcusip79466L302) | 12.6K | All Managers (Combined) | $3.4M | ||
(cusip82889N699)✕ | 112.0K | QoQ NEW(+112.0K) YoY NEW(+112.0K) | All Managers (Combined) | $3.3M | QoQ NEW(+$3.3M) YoY NEW(+$3.3M) |
2.5K | YoY NEW(+2.5K) | All Managers (Combined) | $3.3M | YoY NEW(+$3.3M) | |
5.8K | All Managers (Combined) | $3.3M | |||
12.4K | All Managers (Combined) | $3.2M | |||
23.0K | QoQ NEW(+23.0K) YoY 0.00% (+0) | All Managers (Combined) | $3.1M | QoQ NEW(+$3.1M) | |
RESMED INC(RMDcusip761152107) | 14.0K | YoY NEW(+14.0K) | All Managers (Combined) | $3.1M | YoY NEW(+$3.1M) |
28.0K | All Managers (Combined) | $3.1M | |||
Airbnb, Inc.(ABNBcusip009066101) | 26.0K | All Managers (Combined) | $3.1M | ||
Wix.com Ltd.(WIXcusipM98068105) | 19.0K | All Managers (Combined) | $3.1M | ||
14.0K | YoY NEW(+14.0K) | All Managers (Combined) | $3.1M | YoY NEW(+$3.1M) | |
76.5K | All Managers (Combined) | $3.1M | |||
14.6K | QoQ -2.53% (-381)YoY +1.09% (-158) | All Managers (Combined) | $3.0M | ||
Fortinet, Inc.(FTNTcusip34959E109) | 30.0K | All Managers (Combined) | $2.9M | ||
ADOBE INC.(ADBEcusip00724F101) | 7.3K | QoQ -0.06% (-5) | All Managers (Combined) | $2.8M | |
(cusip81369Y506)✕ | 29.8K | QoQ NEW(+29.8K) YoY NEW(+29.8K) | All Managers (Combined) | $2.8M | QoQ NEW(+$2.8M) YoY NEW(+$2.8M) |
364.7K | All Managers (Combined) | $2.8M |