Cumberland Partners Ltd

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 12, 2025), Cumberland Partners Ltd reported 169 stock positions worth $1.4 billion. Its top holding was Microsoft (MSFT) at 6.0% of the portfolio, followed by Walmart (WMT, 4.9%) and Meta Platforms Class A (META, 4.4%). Compared with Q1 2025, it opened 35 new positions, sold out of 34, added to 49 and reduced 69. The biggest buy was Nvidia (NVDA, shares +22%) and the biggest sale Thermo Fisher Scientific (TMO, shares −98%).

Most Recent 13F
Q2 2026
Location
TORONTO, A6
CIK
0001578985
Portfolio Value
$1.4B (Q2 2025)
SEC Filing
0001104659-25-076298 ↗ filed Aug 12, 2025

Holdings Value

0$500.0M$1.0B$1.5B$2.0B Q1 2024: $1.4B Q1 2024 Q2 2024: $1.4B Q2 2024 Q3 2024: $1.4B Q3 2024 Q4 2024: $1.4B Q4 2024 Q1 2025: $1.3B Q1 2025 Q2 2025: $1.4B $1.4B Q2 2025 Q3 2025: $1.5B Q3 2025 Q4 2025: $1.6B Q4 2025 Q1 2026: $1.3B Q1 2026 Q2 2026: $1.5B Q2 2026

Holdings 169 stocks · $1.4B
MSFT Microsoft Corp. 5.97% 173,204 $86.2M Reduce -1.2%
WMT Walmart Inc. 4.94% 729,170 $71.3M Reduce -0.8%
META Meta Platforms Inc. Class A 4.38% 85,495 $63.1M Reduce -3.1%
NVDA Nvidia Corp. 4.27% 389,648 $61.6M Add +21.5%
SPGI S&P Global Inc. 3.59% 98,102 $51.7M Add +1.1%
AMZN Amazon.com Inc. 3.43% 225,700 $49.5M Add +8.8%
AVGO Broadcom Inc. 3.42% 178,664 $49.2M Reduce -1.3%
RY Royal Bank of Canada 3.39% 371,191 $48.9M Reduce -6.2%
COST Costco Wholesale Corp. 3.37% 49,055 $48.6M Add +1.5%
V Visa Inc. Class A 3.35% 135,895 $48.2M Reduce -9.3%
ETN Eaton Corp. PLC 2.65% 107,093 $38.2M Reduce -1.8%
LIN Linde PLC 2.40% 73,678 $34.6M Reduce -0.3%
MA Mastercard Inc. Class A 2.37% 60,876 $34.2M Add +0.6%
CP Canadian Pacific Kansas City 2.16% 392,406 $31.2M Add +3.5%
GOOG Alphabet Inc. Class C 2.11% 171,228 $30.4M Reduce -37.0%
MRSH Marsh & McLennan Cos 2.05% 135,232 $29.6M Reduce -0.7%
LLY Eli Lilly & Co. 1.98% 36,602 $28.5M Add +3.9%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 1.85% 83,494 $26.7M Reduce -9.4%
CRM Salesforce Inc. 1.63% 86,153 $23.5M Add +583.8%
TRI Thomson Reuters Corp. 1.58% 113,254 $22.8M Reduce -0.4%
HD Home Depot Inc. 1.57% 61,680 $22.6M Reduce -17.4%
VRTX Vertex Pharmaceuticals Inc. 1.44% 46,570 $20.7M Reduce -0.4%
STN Stantec Inc. 1.30% 172,163 $18.7M Reduce -0.7%
GOOGL Alphabet Inc. Class A 1.19% 97,489 $17.2M Reduce -17.9%
ORLY O'reilly Automotive Inc. 1.12% 179,961 $16.2M Reduce -0.7%
AMAT Applied Materials Inc. 1.02% 79,961 $14.6M Reduce -23.4%
CCJ Cameco Corp. 1.01% 195,432 $14.5M Reduce -11.2%
NDAQ Nasdaq Inc. 1.00% 160,530 $14.4M Reduce -0.3%
AAPL Apple Inc. 0.93% 65,615 $13.5M Reduce -1.2%
MCK McKesson Corp. 0.80% 15,820 $11.6M Add +12.4%
PM Philip Morris International 0.80% 63,545 $11.6M No change
CNI Canadian Natl Railway Co. 0.75% 104,438 $10.9M Add +0.7%
PGR Progressive Corp. 0.70% 37,849 $10.1M Add +88.6%
TSM Taiwan Semiconductor-SP ADR 0.65% 41,102 $9.3M Reduce -9.9%
HWM Howmet Aerospace Inc. 0.61% 47,585 $8.9M Reduce -18.8%
AZN Astrazeneca PLC-Spons ADR 0.61% 125,311 $8.8M Reduce -0.0%
ACN Accenture PLC Class A 0.56% 27,010 $8.1M Add +29.5%
ORCL Oracle Corp. 0.54% 35,695 $7.8M Reduce -18.5%
PH Parker Hannifin Corp. 0.51% 10,606 $7.4M Reduce -1.1%
TD Toronto-Dominion Bank 0.51% 100,558 $7.4M Add +31.1%
DSGX The Descartes Systems Grp 0.50% 70,409 $7.1M Reduce -0.1%
MSI Motorola Solutions Inc. 0.49% 16,895 $7.1M Reduce -4.2%
EXPE Expedia Group Inc. 0.48% 41,160 $6.9M Add +241.6%
GE General Electric filed as GE AEROSPACE 0.48% 26,765 $6.9M New
ET Energy Transfer LP 0.47% 376,705 $6.8M No change
APH Amphenol Corp. Class A 0.47% 68,229 $6.7M Reduce -1.7%
WCN Waste Connections Inc. 0.47% 35,960 $6.7M Add +49.0%
AGI Alamos Gold Inc. Class A 0.45% 243,360 $6.5M Reduce -11.1%
FSV Firstservice Corp. 0.44% 36,800 $6.4M Add +0.3%
GRTUF Granite Real Estate Investme 0.43% 123,210 $6.2M Add +0.8%
GLD SPDR Gold Shares 0.40% 18,970 $5.8M Reduce -7.5%
MELI MercadoLibre Inc. 0.38% 2,100 $5.5M No change
UBER Uber Technologies Inc. 0.38% 58,000 $5.4M Add +65.7%
DLR Digital Realty Trust Inc. 0.37% 31,010 $5.4M Reduce -33.4%
BLK BlackRock Inc. 0.37% 5,050 $5.3M Reduce -7.3%
DE Deere & Co. 0.36% 10,105 $5.1M New
CNQ Canadian Natural Resources 0.33% 152,947 $4.8M Reduce -4.5%
ABBV Abbvie Inc. 0.32% 25,102 $4.7M Add +6.6%
ADSK Autodesk Inc. 0.32% 14,720 $4.6M Reduce -28.0%
TUA Sim St Treas Fut Strat ETF filed as SIMPLIFY EXCHANGE TRADED FUN 0.32% 206,803 $4.6M Add +0.3%
FTNT Fortinet Inc. 0.29% 40,000 $4.2M Add +33.3%
BRK.B Berkshire Hathaway Inc. Class B 0.28% 8,392 $4.1M Reduce -1.5%
PBA Pembina Pipeline Corp. 0.28% 108,300 $4.1M Add +41.5%
MSCI MSCI Inc. 0.28% 7,000 $4.0M Add +21.7%
EUFN iShares MSCI Europe Financia 0.28% 127,435 $4.0M Add +3.7%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.28% 84,435 $4.0M Add +49.5%
BAM Brookfield Asset Mgmt-A 0.27% 70,790 $3.9M Reduce -38.4%
ARES Ares Management Corp. Class A 0.27% 22,465 $3.9M Reduce -34.0%
HBM Hudbay Minerals Inc. 0.27% 364,700 $3.9M No change
CDNS Cadence Design SYS Inc. 0.26% 12,248 $3.8M Reduce -1.5%
VEEV Veeva Systems Inc. Class A 0.25% 12,500 $3.6M Add +8.7%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.25% 29,045 $3.6M New
AON Aon PLC Class A 0.24% 9,880 $3.5M Add +1.5%
TW Tradeweb Markets Inc. Class A 0.24% 23,781 $3.5M Add +44.1%
RMD Resmed Inc. 0.23% 13,000 $3.4M Reduce -7.1%
PAYC Paycom Software Inc. 0.23% 14,025 $3.2M No change
NFLX Netflix Inc. 0.22% 2,390 $3.2M Reduce -18.7%
MCD McDonald's Corp. 0.21% 10,405 $3.0M New
VST Vistra Corp. 0.21% 15,500 $3.0M New
CTA Simplify Managed Futures St 0.21% 112,220 $3.0M Add +0.2%
BKNG Booking Holdings Inc. 0.20% 500 $2.9M Reduce -9.1%
DECK Deckers Outdoor Corp. 0.20% 27,839 $2.9M Reduce -0.5%
ZTS Zoetis Inc. 0.19% 18,000 $2.8M Add +500.0%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.19% 22,518 $2.8M New
ADBE Adobe Inc. 0.19% 7,216 $2.8M Reduce -1.4%
EFA iShares MSCI Eafe ETF 0.18% 29,168 $2.6M New
NVR NVR Inc. 0.18% 350 $2.6M Add +133.3%
KNSL Kinsale Capital Group Inc. 0.18% 5,250 $2.5M New
ACGL Arch Capital Group Ltd. 0.17% 27,680 $2.5M No change
DPZ Domino's Pizza Inc. 0.17% 5,500 $2.5M New
BNS Bank of Nova Scotia filed as BANK NOVA SCOTIA HALIFAX 0.17% 44,231 $2.4M Reduce -0.3%
TPL Texas Pacific Land Corp. 0.16% 2,250 $2.4M Reduce -10.0%
CCEP Coca-Cola Europacific Partne 0.16% 25,140 $2.3M New
SLF Sun Life Financial Inc. 0.16% 34,686 $2.3M Add +12.2%
BMO Bank of Montreal filed as BANK MONTREAL QUE 0.16% 20,801 $2.3M Add +53.5%
HCA HCA Healthcare Inc. 0.16% 6,000 $2.3M New
CHE Chemed Corp. 0.15% 4,500 $2.2M New
EMR Emerson Electric Co. 0.15% 16,350 $2.2M Add +18.9%
RSG Republic Services Inc. 0.15% 8,800 $2.2M Reduce -19.3%
SPOT Spotify Technology SA 0.15% 2,750 $2.1M Reduce -29.5%
VIK Viking Holdings Ltd. 0.14% 37,500 $2.0M New
VCSH Vanguard S/T Corp. Bond ETF 0.14% 24,800 $2.0M Reduce -23.2%
BRO Brown & Brown Inc. 0.13% 17,500 $1.9M New
AESI Atlas Energy Solutions Inc. 0.13% 144,900 $1.9M Add +3.6%
FTI Technipfmc PLC 0.13% 55,000 $1.9M Add +83.3%
PFE Pfizer Inc. 0.13% 76,600 $1.9M No change
JNJ Johnson & Johnson 0.13% 11,800 $1.8M Reduce -18.8%
NOA North American Construction 0.12% 110,100 $1.8M No change
SHOP Shopify Inc. Class A 0.12% 14,495 $1.7M No change
KLAC KLA Corp. 0.11% 1,750 $1.6M New
ABT Abbott Laboratories 0.11% 11,500 $1.6M New
FMX Fomento Economico Mex-SP ADR 0.11% 15,000 $1.5M Reduce -14.3%
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 0.11% 112,500 $1.5M New
EME Emcor Group Inc. 0.10% 2,750 $1.5M New
IGIB iShares 5-10Y Inv Grade Corp. 0.10% 27,255 $1.5M Add +96.0%
GDDY GoDaddy Inc. Class A 0.10% 8,000 $1.4M Reduce -30.4%
APP AppLovin Corp. Class A 0.10% 4,000 $1.4M Reduce -20.0%
RJF Raymond James Financial Inc. 0.10% 9,100 $1.4M Add +18.2%
BND Vanguard Total Bond Market 0.10% 18,640 $1.4M No change
SSNC Ss&c Technologies Holdings 0.09% 16,500 $1.4M New
IGSB iShares 1-5Y Inv Grade Corp. 0.09% 25,855 $1.4M Add +66.9%
ELV Elevance Health Inc. 0.09% 3,500 $1.4M New
HLT Hilton Worldwide Holdings Inc. 0.09% 5,000 $1.3M Reduce -72.2%
TMUS T-Mobile US Inc. 0.09% 5,500 $1.3M New
PYPL PayPal Holdings Inc. 0.09% 17,535 $1.3M No change
SCHO Schwab Short-Term US Treas 0.09% 52,980 $1.3M Add +11.4%
WIX Wix.com Ltd. 0.09% 8,000 $1.3M Reduce -57.9%
LECO Lincoln Electric Holdings 0.08% 5,900 $1.2M No change
FTS Fortis Inc. 0.08% 25,300 $1.2M Reduce -23.2%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.08% 4,060 $1.2M Reduce -7.9%
FALN iShares Fallen Angels ETF 0.08% 43,300 $1.2M Reduce -28.8%
MO Altria Group Inc. 0.08% 18,650 $1.1M New
PAYX Paychex Inc. 0.07% 7,250 $1.1M Reduce -39.6%
BKLN Invesco Senior Loan ETF 0.07% 50,000 $1.0M No change
CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BK COMM 0.07% 14,407 $1.0M Add +50.0%
LDOS Leidos Holdings Inc. 0.07% 6,000 $947K New
UPS United Parcel Service Class B 0.07% 9,350 $944K New
AEM Agnico Eagle Mines Ltd. 0.06% 7,750 $921K No change
WRB WR Berkley Corp. filed as BERKLEY W R CORP 0.06% 11,765 $864K No change
USIG iShares Broad Usd Investment 0.06% 16,710 $860K Add +32.9%
BUD Anheuser-Busch Inbev-SPN ADR 0.06% 12,500 $859K New
VOO Vanguard S&P 500 ETF 0.06% 1,463 $831K No change
MNST Monster Beverage Corp. 0.05% 12,282 $769K New
WTS Watts Water Technologies-A 0.05% 3,000 $738K New
WBD Warner Bros Discovery Inc. 0.05% 60,300 $691K Reduce -0.2%
ENB Enbridge Inc. 0.04% 12,860 $583K Reduce -32.9%
SFM Sprouts Farmers Market Inc. 0.04% 3,500 $576K New
XLF SS Financial Select Sector 0.04% 10,660 $558K Add +3.7%
CCK Crown Holdings Inc. 0.04% 5,000 $515K New
RACE Ferrari NV 0.03% 1,000 $491K New
CLS Celestica Inc. 0.03% 3,100 $483K Reduce -43.1%
TLH iShares 10-20 Year Treasury 0.03% 4,715 $479K Add +23.3%
ORLA Orla Mining Ltd. filed as ORLA MNG LTD NEW 0.03% 46,800 $469K New
GIL Gildan Activewear Inc. 0.03% 9,100 $447K Add +54.2%
TU Telus Corp. 0.03% 27,664 $444K Reduce -4.4%
QSR Restaurant Brands Intern 0.03% 5,700 $377K Add +46.1%
KKR KKR & Co. Inc. 0.03% 2,815 $374K Reduce -2.1%
RBA RB Global Inc. 0.03% 3,500 $371K Add +12.9%
TMO Thermo Fisher Scientific Inc. 0.02% 850 $345K Reduce -97.5%
EOG EOG Resources Inc. 0.02% 2,828 $338K Reduce -3.0%
SRLN SS Blackstone Sr Loan ETF 0.02% 7,305 $304K Add +32.9%
SJNK SS SPDR BB St Hi Yield ETF 0.02% 11,640 $297K Add +7.1%
CME Cme Group Inc. 0.02% 1,000 $276K Reduce -50.0%
PFFA Virtus Infracap US Pref STCK 0.02% 12,700 $265K New
IQV Iqvia Holdings Inc. 0.02% 1,637 $258K Reduce -4.5%
ROK Rockwell Automation Inc. 0.02% 761 $253K New
SPHY SS SPDR P High Yield ETF 0.02% 10,410 $248K New
SHYG iShares 0-5 YR HY Corp. Bond 0.02% 5,110 $220K Reduce -2.5%
PFF iShares Preferred & Income S 0.01% 7,030 $216K New

Portfolio Sells Q1 2025 → Q2 2025
TMO Thermo Fisher Scientific Inc. Reduce -97.5% 0.02% −1.30
GOOG Alphabet Inc. Class C Reduce -37.0% 2.11% −1.17
V Visa Inc. Class A Reduce -9.3% 3.35% −0.71
AJG Arthur J Gallagher & Co. Reduce -9.4% 1.85% −0.60
HD Home Depot Inc. Reduce -17.4% 1.57% −0.54
MRSH Marsh & McLennan Cos Reduce -0.7% 2.05% −0.51
EMN Eastman Chemical Co. Sold out 0.00% −0.32
VRTX Vertex Pharmaceuticals Inc. Reduce -0.4% 1.44% −0.31
LIN Linde PLC Reduce -0.3% 2.40% −0.26
APO Apollo Global Management Inc. Sold out 0.00% −0.24
ABNB Airbnb Inc. Class A Sold out 0.00% −0.24
DHR Danaher Corp. Sold out 0.00% −0.23
GOOGL Alphabet Inc. Class A Reduce -17.9% 1.19% −0.23
HLT Hilton Worldwide Holdings Inc. Reduce -72.2% 0.09% −0.22
XLE SS Energy Select Sector Sold out 0.00% −0.21
ORLY O'reilly Automotive Inc. Reduce -0.7% 1.12% −0.21
AAPL Apple Inc. Reduce -1.2% 0.93% −0.20
SPLV Invesco S&P 500 Low Volatili Sold out 0.00% −0.19
SVOL Simplify Volatility Premium Sold out 0.00% −0.18
LULU Lululemon Athletica Inc. Sold out 0.00% −0.17
PEP Pepsico Inc. Sold out 0.00% −0.17
TT Trane Technologies PLC Sold out 0.00% −0.16
BAM Brookfield Asset Mgmt-A Reduce -38.4% 0.27% −0.16
AMAT Applied Materials Inc. Reduce -23.4% 1.02% −0.15
WIX Wix.com Ltd. Reduce -57.9% 0.09% −0.15
SCHW Schwab (charles) Corp. Sold out 0.00% −0.15
TEAM Atlassian Corp. Class A Sold out 0.00% −0.14
DCBO Docebo Inc. Sold out 0.00% −0.14
DLR Digital Realty Trust Inc. Reduce -33.4% 0.37% −0.14
PODD Insulet Corp. Sold out 0.00% −0.13
COF Capital One Financial Corp. Sold out 0.00% −0.13
CPRT Copart Inc. Sold out 0.00% −0.12
BAH Booz Allen Hamilton Holdings Sold out 0.00% −0.12
AGI Alamos Gold Inc. Class A Reduce -11.1% 0.45% −0.12
ARES Ares Management Corp. Class A Reduce -34.0% 0.27% −0.12
CARR Carrier Global Corp. Sold out 0.00% −0.11
AZN Astrazeneca PLC-Spons ADR Reduce -0.0% 0.61% −0.10
MSI Motorola Solutions Inc. Reduce -4.2% 0.49% −0.10
ADSK Autodesk Inc. Reduce -28.0% 0.32% −0.10
HOOD Robinhood Markets Inc. Class A Sold out 0.00% −0.10
TPL Texas Pacific Land Corp. Reduce -10.0% 0.16% −0.09
IDXX Idexx Laboratories Inc. Sold out 0.00% −0.09
UTHR United Therapeutics Corp. Sold out 0.00% −0.08
CPAY Corpay Inc. Sold out 0.00% −0.08
UNH Unitedhealth Group Inc. Sold out 0.00% −0.08
LYV Live Nation Entertainment Inc. Sold out 0.00% −0.07
PAYX Paychex Inc. Reduce -39.6% 0.07% −0.07
BRK.B Berkshire Hathaway Inc. Class B Reduce -1.5% 0.28% −0.07
AN Autonation Inc. Sold out 0.00% −0.06
JNJ Johnson & Johnson Reduce -18.8% 0.13% −0.06

Portfolio Buys Q1 2025 → Q2 2025
NVDA Nvidia Corp. Add +21.5% 4.27% +1.59
CRM Salesforce Inc. Add +583.8% 1.63% +1.37
GE General Electric New 0.48% +0.48
AMZN Amazon.com Inc. Add +8.8% 3.43% +0.39
DE Deere & Co. New 0.36% +0.36
EXPE Expedia Group Inc. Add +241.6% 0.48% +0.33
PGR Progressive Corp. Add +88.6% 0.70% +0.26
TJX TJX Companies Inc. New 0.25% +0.25
MCD McDonald's Corp. New 0.21% +0.21
VST Vistra Corp. New 0.21% +0.21
DIS The Walt Disney Co. New 0.19% +0.19
EFA iShares MSCI Eafe ETF New 0.18% +0.18
UBER Uber Technologies Inc. Add +65.7% 0.38% +0.18
KNSL Kinsale Capital Group Inc. New 0.18% +0.18
DPZ Domino's Pizza Inc. New 0.17% +0.17
CCEP Coca-Cola Europacific Partne New 0.16% +0.16
HCA HCA Healthcare Inc. New 0.16% +0.16
TD Toronto-Dominion Bank Add +31.1% 0.51% +0.16
ZTS Zoetis Inc. Add +500.0% 0.19% +0.16
CHE Chemed Corp. New 0.15% +0.15
VIK Viking Holdings Ltd. New 0.14% +0.14
BRO Brown & Brown Inc. New 0.13% +0.13
CP Canadian Pacific Kansas City Add +3.5% 2.16% +0.11
KLAC KLA Corp. New 0.11% +0.11
ABT Abbott Laboratories New 0.11% +0.11
NU Nu Holdings Ltd./Cayman Isl-A New 0.11% +0.11
WCN Waste Connections Inc. Add +49.0% 0.47% +0.10
EME Emcor Group Inc. New 0.10% +0.10
NVR NVR Inc. Add +133.3% 0.18% +0.10
BAC Bank of America Corp. Add +49.5% 0.28% +0.10
SSNC Ss&c Technologies Holdings New 0.09% +0.09
ELV Elevance Health Inc. New 0.09% +0.09
TMUS T-Mobile US Inc. New 0.09% +0.09
MO Altria Group Inc. New 0.08% +0.08
MCK McKesson Corp. Add +12.4% 0.80% +0.07
FTNT Fortinet Inc. Add +33.3% 0.29% +0.07
LDOS Leidos Holdings Inc. New 0.07% +0.07
UPS United Parcel Service Class B New 0.07% +0.07
BMO Bank of Montreal Add +53.5% 0.16% +0.06
BUD Anheuser-Busch Inbev-SPN ADR New 0.06% +0.06
ACN Accenture PLC Class A Add +29.5% 0.56% +0.06
FTI Technipfmc PLC Add +83.3% 0.13% +0.06
MNST Monster Beverage Corp. New 0.05% +0.05
TW Tradeweb Markets Inc. Class A Add +44.1% 0.24% +0.05
WTS Watts Water Technologies-A New 0.05% +0.05
PBA Pembina Pipeline Corp. Add +41.5% 0.28% +0.05
IGIB iShares 5-10Y Inv Grade Corp. Add +96.0% 0.10% +0.04
VEEV Veeva Systems Inc. Class A Add +8.7% 0.25% +0.04
SFM Sprouts Farmers Market Inc. New 0.04% +0.04
CCK Crown Holdings Inc. New 0.04% +0.04

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 153$1.5BRY, NVDA, MSFT, AMZN, GOOG
Q1 2026 157$1.3BNVDA, RY, MSFT, AMZN, WMT
Q4 2025 172$1.6BMSFT, NVDA, WMT, RY, META
Q3 2025 162$1.5BMSFT, NVDA, META, WMT, RY
Q2 2025 169$1.4BMSFT, WMT, META, NVDA, SPGI
Q1 2025 168$1.3BMSFT, WMT, V, META, SPGI
Q4 2024 164$1.4BMSFT, WMT, META, ETN, GOOG
Q3 2024 178$1.4BMSFT, META, WMT, ETN, RY
Q2 2024 169$1.4BMSFT, META, ETN, GOOG, WMT
Q1 2024 187$1.4BMSFT, ETN, META, GOOG, SPGI