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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) |
|---|
| CIK | Period |
|---|---|
| 0001759068 |
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Microsoft Corp | 86.2 | |
| Wal Mart Stores Inc | 71.3 | |
| Facebook Inc | 63.1 | |
| Nvidia Corp | 61.6 | |
| McGraw-hill Companies Inc | 51.7 | |
| Amazon Com Inc | 49.5 | |
| Broadcom Inc | 49.2 | |
| Royal Bank of Canada | 48.9 | |
| Costco Wholesale Corp /NEW | 48.6 | |
| VISA Inc | 48.2 | |
| Eaton Corp Ltd | 38.2 | |
| Linde PLC | 34.6 | |
| Mastercard Inc | 34.2 | |
| Canadian Pacific Railway Ltd/Cn | 31.2 | |
| Alphabet Inc | 30.4 | |
| Marsh & McLennan Companies Inc | 29.6 | |
| Lilly Eli & Co | 28.5 | |
| Gallagher Arthur J & Co | 26.7 | |
| Salesforce Com Inc | 23.5 | |
| Thomson Reuters Corp /Can/ | 22.8 | |
| Home Depot Inc | 22.6 | |
| Vertex Pharmaceuticals Inc / Ma | 20.7 | |
| Stantec Inc | 18.7 | |
| Alphabet Inc | 17.2 | |
| O Reilly Automotive Inc | 16.2 | |
| Applied Materials Inc /DE | 14.6 | |
| Cameco Corp | 14.5 | |
| Nasdaq OMX Group Inc | 14.4 | |
| Apple Inc | 13.5 | |
| McKesson Corp | 11.6 | Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($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] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
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 |
|
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 |