0001104659-22-058337.txt : 20220510
0001104659-22-058337.hdr.sgml : 20220510
20220510171804
ACCESSION NUMBER: 0001104659-22-058337
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220331
FILED AS OF DATE: 20220510
DATE AS OF CHANGE: 20220510
EFFECTIVENESS DATE: 20220510
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Cumberland Partners Ltd
CENTRAL INDEX KEY: 0001578985
IRS NUMBER: 000000000
STATE OF INCORPORATION: A6
FISCAL YEAR END: 0930
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-15541
FILM NUMBER: 22911057
BUSINESS ADDRESS:
STREET 1: 99 YORKVILLE AVENUE
STREET 2: SUITE 300
CITY: TORONTO
STATE: A6
ZIP: M5R 3K5
BUSINESS PHONE: 416-929-1090
MAIL ADDRESS:
STREET 1: 99 YORKVILLE AVENUE
STREET 2: SUITE 300
CITY: TORONTO
STATE: A6
ZIP: M5R 3K5
13F-HR
1
primary_doc.xml
13F-HR
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false
false
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0001578985
XXXXXXXX
03-31-2022
03-31-2022
false
Cumberland Partners Ltd
99 Yorkville Avenue
Suite 300
Toronto
A6
M5R 3K5
13F HOLDINGS REPORT
028-15541
N
Katherine Varik
Chief Compliance Officer
416-413-4040
/s/ Katherine Varik
Toronto
A6
05-10-2022
2
305
1322430
1
0001432671
028-15542
Cumberland Private Wealth Management Inc.
2
0001759068
028-18948
Cumberland Investment Counsel Inc.
INFORMATION TABLE
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infotable.xml
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SOLE
1
6051
0
0
Manulife Financial Corporation
COM
56501R106
999
46800
SH
SOLE
2
46800
0
0
Marsh & McLennan Companies, Inc
COM
571748102
21366
125375
SH
SOLE
1
125375
0
0
Marsh & McLennan Companies, Inc
COM
571748102
4478
26275
SH
SOLE
2
26275
0
0
MASTERCARD INC
CL A
57636Q104
291
815
SH
SOLE
1
815
0
0
MASTERCARD INC
CL A
57636Q104
2868
8025
SH
SOLE
2
8025
0
0
Merck & Co Inc
COM
58933Y105
7557
92100
SH
SOLE
1
92100
0
0
Merck & Co Inc
COM
58933Y105
103
1260
SH
SOLE
2
1260
0
0
META PLATFORMS INC
CL A
30303M102
46
207
SH
SOLE
1
207
0
0
META PLATFORMS INC
CL A
30303M102
2296
10325
SH
SOLE
2
10325
0
0
Microsoft Corp
COM
594918104
44298
143681
SH
SOLE
1
143681
0
0
Microsoft Corp
COM
594918104
7892
25596
SH
SOLE
2
25596
0
0
Microsoft Corp
COM
594918104
7764
25184
SH
SOLE
25184
0
0
Monster Beverage Corp
COM
61174X109
11
141
SH
SOLE
1
141
0
0
Monster Beverage Corp
COM
61174X109
959
12000
SH
SOLE
2
12000
0
0
MOODYS CORP
COM
615369105
759
2250
SH
SOLE
2
2250
0
0
Morgan Stanley
COM NEW
617446448
38
440
SH
SOLE
1
440
0
0
Morgan Stanley
COM NEW
617446448
332
3800
SH
SOLE
2
3800
0
0
Morgan Stanley
COM NEW
617446448
3846
44000
SH
SOLE
44000
0
0
Newmont Mining Corp. (Holding Co.)
COM
651639106
40
500
SH
SOLE
1
500
0
0
Newmont Mining Corp. (Holding Co.)
COM
651639106
8144
102500
SH
SOLE
2
102500
0
0
NIKE Inc Cl-B
CL B
654106103
19962
148349
SH
SOLE
1
148349
0
0
NIKE Inc Cl-B
CL B
654106103
4953
36811
SH
SOLE
2
36811
0
0
NORTH AMERICAN CONST
COM
656811106
5257
362800
SH
SOLE
362800
0
0
NORTHROP GRUMMAN CO
COM
666807102
581
1300
SH
SOLE
1300
0
0
NUTRIEN LTD
COM
67077M108
8403
81225
SH
SOLE
2
81225
0
0
NVR INC
COM
62944T105
2680
600
SH
SOLE
2
600
0
0
O-I Glass
COM
67098H104
659
50000
SH
SOLE
1
50000
0
0
Pembina Pipeline Corp
COM
706327103
7692
204488
SH
SOLE
1
204488
0
0
Pembina Pipeline Corp
COM
706327103
10
270
SH
SOLE
2
270
0
0
PepsiCo Inc
COM
713448108
59
355
SH
SOLE
1
355
0
0
PepsiCo Inc
COM
713448108
276
1650
SH
SOLE
2
1650
0
0
PepsiCo Inc
COM
713448108
4469
26700
SH
SOLE
26700
0
0
Pfizer Inc
COM
717081103
52
1010
SH
SOLE
1
1010
0
0
Pfizer Inc
COM
717081103
709
13700
SH
SOLE
13700
0
0
Philip Morris International Inc
COM
718172109
6190
65900
SH
SOLE
1
65900
0
0
Philip Morris International Inc
COM
718172109
223
2375
SH
SOLE
2
2375
0
0
Phillips 66
COM
718546104
333
3850
SH
SOLE
1
3850
0
0
Phillips 66
COM
718546104
13
145
SH
SOLE
2
145
0
0
Proshares Ultra Short Bloomberg Crude Oil
ULSHT BLOOMB OIL
74347Y862
81
14000
SH
SOLE
1
14000
0
0
RAYMOND JAMES FINL
COM
754730109
1193
10850
SH
SOLE
10850
0
0
RESTAURANT BRANDS
COM
76131D103
421
7200
SH
SOLE
7200
0
0
Rogers Communications Inc -B
CL B
775109200
36774
648982
SH
SOLE
1
648982
0
0
Rogers Communications Inc -B
CL B
775109200
595
10500
SH
SOLE
2
10500
0
0
Royal Bank of Canada
COM
780087102
2865
26000
SH
SOLE
26000
0
0
Royal Bank of Canada
COM
780087102
46682
423523
SH
SOLE
1
423523
0
0
Royal Bank of Canada
COM
780087102
14858
134817
SH
SOLE
2
134817
0
0
S&P Global Inc
COM
78409V104
27670
67457
SH
SOLE
1
67457
0
0
S&P Global Inc
COM
78409V104
12080
29451
SH
SOLE
2
29451
0
0
SALESFORCE INC
COM
79466L302
21
100
SH
SOLE
1
100
0
0
SALESFORCE INC
COM
79466L302
584
2750
SH
SOLE
2
2750
0
0
SBA COMMUNICATIONS
CL A
78410G104
3236
9404
SH
SOLE
1
9404
0
0
SBA COMMUNICATIONS
CL A
78410G104
172
500
SH
SOLE
2
500
0
0
SCHWAB CHARLES CORP
COM
808513105
1349
16000
SH
SOLE
2
16000
0
0
Sector Spdr Tr Int-Finl
FINANCIAL
81369Y605
483
12593
SH
SOLE
1
12593
0
0
Sector SPDR Tr-Utilities
SBI INT-UTILS
81369Y886
596
8003
SH
SOLE
2
8003
0
0
Select Sec Rl Est Sel ETF
RL EST SEL SEC
81369Y860
158
3280
SH
SOLE
1
3280
0
0
Select Sec Rl Est Sel ETF
RL EST SEL SEC
81369Y860
439
9085
SH
SOLE
2
9085
0
0
SHAW COMMUNICATIONS
CL B CONV
82028K200
31
1000
SH
SOLE
1
1000
0
0
SHAW COMMUNICATIONS
CL B CONV
82028K200
631
20300
SH
SOLE
20300
0
0
Sherwin-Williams Co
COM
824348106
13621
54568
SH
SOLE
1
54568
0
0
Sherwin-Williams Co
COM
824348106
7800
31249
SH
SOLE
2
31249
0
0
SHOPIFY INC
CL A
82509L107
338
500
SH
SOLE
2
500
0
0
Simplify Volatility ETF
VOLATILITY PREM
82889N863
2988
122422
SH
SOLE
1
122422
0
0
Simplify Volatility ETF
VOLATILITY PREM
82889N863
275
11258
SH
SOLE
2
11258
0
0
Siren Divcon Leaders Dividend ETF
DIVCN LDRS ETF
829658301
384
7000
SH
SOLE
1
7000
0
0
SPDR Gold Trust ETF
GOLD SHS
78463V107
7887
43659
SH
SOLE
1
43659
0
0
SPDR Gold Trust ETF
GOLD SHS
78463V107
402
2225
SH
SOLE
2
2225
0
0
SPDR SER TR
BLOOMBERG SHT TE
78468R408
2540
96795
SH
SOLE
2
96795
0
0
SS&C TECH HLDGS
COM
78467J100
1500
20000
SH
SOLE
2
20000
0
0
STANTEC INC
COM
85472N109
818
16300
SH
SOLE
2
16300
0
0
Starbucks Corp
COM
855244109
36
400
SH
SOLE
1
400
0
0
Starbucks Corp
COM
855244109
89
975
SH
SOLE
2
975
0
0
Starbucks Corp
COM
855244109
685
7525
SH
SOLE
7525
0
0
Sun Life Financial Services Canada Inc
COM
866796105
1146
20496
SH
SOLE
1
20496
0
0
SUN LIFE FNCL INC
COM
866796105
536
9600
SH
SOLE
9600
0
0
Suncor Energy Inc
COM
867224107
7792
239086
SH
SOLE
1
239086
0
0
Suncor Energy Inc
COM
867224107
11
335
SH
SOLE
2
335
0
0
SVB Financial Group
COM
78486Q101
10416
18619
SH
SOLE
1
18619
0
0
SVB Financial Group
COM
78486Q101
3378
6039
SH
SOLE
2
6039
0
0
Taiwan Semiconductor Manufacturing Co SP ADR
SPONSORED ADS
874039100
1043
10000
SH
SOLE
2
10000
0
0
Taiwan Semiconductor Manufacturing Co SP ADR
SPONSORED ADS
874039100
11
102
SH
SOLE
1
102
0
0
TC ENERGY
COM
87807B107
1253
22200
SH
SOLE
2
22200
0
0
TCW Strategic Income Fund
COM
872340104
146
28350
SH
SOLE
1
28350
0
0
TCW Strategic Income Fund
COM
872340104
34
6695
SH
SOLE
2
6695
0
0
Teck Resources Ltd B
CL B
878742204
558
13800
SH
SOLE
2
13800
0
0
Teck Resources Ltd B
CL B
878742204
34
850
SH
SOLE
1
850
0
0
TELUS CORP
COM
87971M103
342
13070
SH
SOLE
1
13070
0
0
TELUS CORP
COM
87971M103
3317
126875
SH
SOLE
2
126875
0
0
TELUS CORP
COM
87971M103
1504
57500
SH
SOLE
57500
0
0
Tesla Motors Inc.
COM
88160R101
2769
2570
SH
SOLE
1
2570
0
0
TEXAS INSTRUMENTS
COM
882508104
1940
10575
SH
SOLE
2
10575
0
0
TEXAS INSTRUMENTS
COM
882508104
688
3750
SH
SOLE
3750
0
0
TEXAS PACIFIC LAND
COM
88262P102
2163
1600
SH
SOLE
2
1600
0
0
TFI INTERNATIONAL
COM
87241L109
1183
11100
SH
SOLE
11100
0
0
The Charles Schwab Corp
COM
808513105
2327
27606
SH
SOLE
1
27606
0
0
Thermo Fisher Scientific Inc
COM
883556102
24055
40726
SH
SOLE
1
40726
0
0
Thermo Fisher Scientific Inc
COM
883556102
10634
18004
SH
SOLE
2
18004
0
0
TJX Companies Inc
COM
872540109
268
4431
SH
SOLE
1
4431
0
0
TJX Companies Inc
COM
872540109
14
230
SH
SOLE
2
230
0
0
TORONTO DOMINION BK
COM NEW
891160509
2582
32510
SH
SOLE
2
32510
0
0
TORONTO DOMINION BK
COM NEW
891160509
2652
33400
SH
SOLE
33400
0
0
Toronto-Dominion Bank
COM NEW
891160509
12374
155779
SH
SOLE
1
155779
0
0
Toronto-Dominion Bank
COM NEW
891160509
351
4425
SH
SOLE
2
4425
0
0
UNION PAC CORP
COM
907818108
1060
3880
SH
SOLE
3880
0
0
Union Pacific Corp
COM
907818108
1156
4230
SH
SOLE
1
4230
0
0
Union Pacific Corp
COM
907818108
368
1345
SH
SOLE
2
1345
0
0
UnitedHealth Group Inc
COM
91324P102
23027
45154
SH
SOLE
1
45154
0
0
UnitedHealth Group Inc
COM
91324P102
13976
27404
SH
SOLE
2
27404
0
0
VAIL RESORTS INC
COM
91879Q109
1041
4000
SH
SOLE
2
4000
0
0
VanEck Gold Miners ETF
GOLD MINERS ETF
92189F106
5281
137695
SH
SOLE
1
137695
0
0
VanEck Gold Miners ETF
GOLD MINERS ETF
92189F106
19
500
SH
SOLE
2
500
0
0
Vanguard Div Appr ETF
DIV APP ETF
921908844
1313
8100
SH
SOLE
1
8100
0
0
VANGUARD SCOTTSDALE
SHRT TRM CORP BD
92206C409
3395
43475
SH
SOLE
1
43475
0
0
VANGUARD SCOTTSDALE
SHRT TRM CORP BD
92206C409
1741
22300
SH
SOLE
2
22300
0
0
Vanguard Short-Term Bond ETF
SHORT TRM BOND
921937827
511
6560
SH
SOLE
2
6560
0
0
Vanguard Total Bond Market ETF
TOTAL BND MRKT
921937835
1273
16000
SH
SOLE
1
16000
0
0
Vanguard Total Bond Market ETF
TOTAL BND MRKT
921937835
661
8305
SH
SOLE
2
8305
0
0
VERISIGN INC
COM
92343E102
612
2750
SH
SOLE
2
2750
0
0
Verizon Communications Inc
COM
92343V104
3554
69770
SH
SOLE
1
69770
0
0
Verizon Communications Inc
COM
92343V104
22
425
SH
SOLE
2
425
0
0
Vermilion Energy Inc
COM
923725105
702
33413
SH
SOLE
1
33413
0
0
Vermilion Energy Inc
COM
923725105
670
31900
SH
SOLE
31900
0
0
VISA INC
COM CL A
92826C839
24948
112496
SH
SOLE
1
112496
0
0
VISA INC
COM CL A
92826C839
8637
38946
SH
SOLE
2
38946
0
0
VISA INC
COM CL A
92826C839
965
4350
SH
SOLE
4350
0
0
Walmart Inc
COM
931142103
2625
17628
SH
SOLE
1
17628
0
0
Walt Disney Co
COM
254687106
1797
13098
SH
SOLE
1
13098
0
0
Watsco Inc
COM
942622200
350
1150
SH
SOLE
2
1150
0
0
Watsco Inc
COM
942622200
2955
9700
SH
SOLE
9700
0
0
Williams Sonoma Inc
COM
969904101
83
575
SH
SOLE
2
575
0
0
Williams Sonoma Inc
COM
969904101
1196
8250
SH
SOLE
8250
0
0
Wisdomtree Intl Hedged Quality Div Growth
ITL HDG QTLY DIV
97717X594
472
11000
SH
SOLE
1
11000
0
0