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| Happy Holidays!! thanks for using AUM13F!! |
| Cumberland Investment Counsel Inc
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| CRD # | 110887 |
| SEC # | 801-41265 |
| CIK # | 0001759068 |
| AUM | $1.3 B (2025-04-11) |
| Employees | 20 (85% Investors, 35% Brokers) |
| Phone | 416-482-5337 |
| Address | 99 Yorkville Avenue, 3F Toronto Ontario, Canada |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 86.2 | ||
| Wal Mart Stores Inc | 71.3 | ||
| Facebook Inc | 63.1 | ||
| Nvidia Corp | 61.6 | ||
| McGraw-hill Companies Inc | 51.7 | ||
| Amazon Com Inc | 49.5 | ||
| Broadcom Inc | 49.2 | ||
| Royal Bank of Canada | 48.9 | ||
| Costco Wholesale Corp /NEW | 48.6 | ||
| VISA Inc | 48.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 85 | 51.1 |
| (b) Individuals (high net worth individuals) | 20 | 28.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 9 | 1,183.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 3.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 5.8 |
| (n) Other | 0 | 0.0 |
| Total | 120 | 1,272.2 |
| By Discretionary | ||
| Discretionary | 120 | 1,272.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 120 | 1,272.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 1,236.9 | |
| United States Persons | 35.3 | |
| Total | 120 | 1,272.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0001759068] |
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|---|---|---|
|
Petersen Hastings Wealth Advisors Inc
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|
WA | 1.3 |
|
Meramec Financial Planners LLC
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|
MO | 1.3 |
|
Northern Trust Securities Inc
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IL | 1.3 |
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TBH Global Asset Management LLC
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TN | 1.3 |
|
Wealthplan Partners LLC
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NE | 1.3 |
|
Kings Path Partners LLC
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|
TX | 1.3 |
|
Palisade Asset Management LLC
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|
MN | 1.3 |
|
Midwest Financial Partners Investments Inc
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|
MN | 1.3 |
|
Oak City Consulting LLC
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|
NC | 1.3 |
|
Bay Colony Advisory Group Inc
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|
MA | 1.3 |