Cumberland Advisors Inc Portfolio Stock Holdings
According to the SEC 13F filed on October 30, 2026, Cumberland Advisors Inc disclosed 48 stock positions valued at approximately $279.85M as of quarter-end September 30, 2026. The largest holdings include STATE STR SPDR S&P 500 ETF T, STATE STR SPDR S&P MIDCAP 40, and SPDR SERIES TRUST.
- Report Period
- September 30, 2026
- No. of Stocks
- 48
- Portfolio Value
- $279.85M
Holdings by Sector
Cumberland Advisors Inc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 23.80% | 87,343 | +3,950 | +4.74% | $66,610,392 |
| STATE STR SPDR S&P MIDCAP 40 | MDY | Other | 10.43% | 44,452 | +2,145 | +5.07% | $29,192,073 |
| SPDR SERIES TRUST | XAR | Other | 5.77% | 69,827 | -2,750 | -3.79% | $16,147,494 |
| ISHARES TR | IBB | Other | 4.63% | 61,553 | -2,465 | -3.85% | $12,958,753 |
| ISHARES TR | ACWX | Other | 4.31% | 159,375 | -5,810 | -3.52% | $12,051,938 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 4.13% | 23,228 | -488 | -2.06% | $11,566,383 |
| MICROSOFT CORP | MSFT | Technology | 3.89% | 21,225 | -520 | -2.39% | $10,886,303 |
| VANGUARD INDEX FDS | VUG | Other | 3.39% | 105,188 | -1,170 | -1.10% | $9,478,491 |
| ISHARES TR | IJR | Other | 2.84% | 58,395 | -2,025 | -3.35% | $7,944,056 |
| UNITED RENTALS INC | URI | Industrials | 2.72% | 7,610 | - | - | $7,615,936 |
| SPDR SERIES TRUST | KIE | Other | 2.50% | 119,670 | -3,470 | -2.82% | $7,000,695 |
| CATERPILLAR INC | CAT | Industrials | 2.50% | 8,615 | -25 | -0.29% | $6,984,956 |
| ISHARES TR | IHI | Other | 2.33% | 127,270 | -4,200 | -3.19% | $6,509,861 |
| SELECT SECTOR SPDR TR | XLI | Other | 2.28% | 38,236 | -1,205 | -3.06% | $6,384,647 |
| ALPHABET INC | GOOG | Communication Services | 2.27% | 18,631 | +31 | +0.17% | $6,348,327 |
| APPLE INC | AAPL | Technology | 2.25% | 18,928 | +48 | +0.25% | $6,303,403 |
| FREEPORT MCMORAN INC | FCX | Basic Materials | 2.13% | 85,350 | - | - | $5,974,500 |
| META PLATFORMS INC | META | Communication Services | 1.97% | 7,614 | +14 | +0.18% | $5,521,521 |
| CUMMINS INC | CMI | Industrials | 1.46% | 7,925 | -50 | -0.63% | $4,093,817 |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 1.35% | 2,180 | - | - | $3,768,195 |
| SPDR SERIES TRUST | XME | Other | 1.04% | 28,230 | +165 | +0.59% | $2,923,499 |
| FEDEX CORP | FDX | Industrials | 1.02% | 10,050 | - | - | $2,865,155 |
| ISHARES INC | EWC | Other | 1.01% | 48,430 | -1,640 | -3.28% | $2,827,343 |
| ISHARES INC | EWJ | Other | 0.99% | 28,550 | -860 | -2.92% | $2,782,483 |
| MACYS INC | M | Consumer Cyclical | 0.90% | 110,010 | -5,000 | -4.35% | $2,504,928 |
| ISHARES INC | EWT | Other | 0.87% | 21,625 | -15,295 | -41.43% | $2,441,463 |
| VANGUARD BD INDEX FDS | BND | Other | 0.87% | 34,535 | +2,555 | +7.99% | $2,422,630 |
| BANK OF AMER CORP | BAC | Financial Services | 0.86% | 44,400 | - | - | $2,416,692 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.85% | 9,568 | +38 | +0.40% | $2,383,867 |
| PFIZER INC | PFE | Healthcare | 0.79% | 77,300 | +6,000 | +8.42% | $2,204,596 |
Showing 30 of 48 holdings in the latest reporting period.