Cumberland Advisors Inc Portfolio Stock Holdings
According to the SEC 13F filed on July 21, 2026, Cumberland Advisors Inc disclosed 48 stock positions valued at approximately $283.82M as of quarter-end June 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
- June 30, 2026
- No. of Stocks
- 48
- Portfolio Value
- $283.82M
Holdings by Sector
Cumberland Advisors Inc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 21.94% | 83,393 | -6,560 | -7.29% | $62,275,391 |
| STATE STR SPDR S&P MIDCAP 40 | MDY | Other | 10.48% | 42,307 | -2,500 | -5.58% | $29,756,205 |
| SPDR SERIES TRUST | XAR | Other | 7.26% | 72,577 | -1,170 | -1.59% | $20,596,627 |
| ISHARES TR | ACWX | Other | 4.43% | 165,185 | -670 | -0.40% | $12,572,230 |
| ISHARES TR | IBB | Other | 4.29% | 64,018 | +260 | +0.41% | $12,175,583 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 4.18% | 23,716 | +235 | +1.00% | $11,867,249 |
| CATERPILLAR INC | CAT | Industrials | 3.24% | 8,640 | -860 | -9.05% | $9,200,736 |
| VANGUARD INDEX FDS | VUG | Other | 3.23% | 106,358 | +88,105 | +482.69% | $9,161,678 |
| ISHARES TR | IJR | Other | 3.16% | 60,420 | -300 | -0.49% | $8,960,890 |
| UNITED RENTALS INC | URI | Industrials | 3.04% | 7,610 | -300 | -3.79% | $8,621,293 |
| MICROSOFT CORP | MSFT | Technology | 2.86% | 21,745 | +365 | +1.71% | $8,111,320 |
| SPDR SERIES TRUST | KIE | Other | 2.65% | 123,140 | +460 | +0.37% | $7,510,309 |
| SELECT SECTOR SPDR TR | XLI | Other | 2.57% | 39,441 | +80 | +0.20% | $7,305,656 |
| ALPHABET INC | GOOG | Communication Services | 2.32% | 18,600 | -300 | -1.59% | $6,571,938 |
| ISHARES TR | IHI | Other | 2.29% | 131,470 | +1,240 | +0.95% | $6,495,933 |
| CUMMINS INC | CMI | Industrials | 2.00% | 7,975 | -150 | -1.85% | $5,687,850 |
| APPLE INC | AAPL | Technology | 1.92% | 18,880 | - | - | $5,463,117 |
| FREEPORT MCMORAN INC | FCX | Basic Materials | 1.89% | 85,350 | -5,000 | -5.53% | $5,367,662 |
| META PLATFORMS INC | META | Communication Services | 1.51% | 7,600 | - | - | $4,281,004 |
| ISHARES INC | EWT | Other | 1.41% | 36,920 | -550 | -1.47% | $4,009,881 |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 1.30% | 2,180 | +267 | +13.96% | $3,700,310 |
| FEDEX CORP | FDX | Industrials | 1.11% | 10,050 | - | - | $3,146,957 |
| SPDR SERIES TRUST | XME | Other | 1.06% | 28,065 | +28,065 | +100.00% | $3,000,990 |
| ISHARES INC | EWC | Other | 1.02% | 50,070 | -230 | -0.46% | $2,886,035 |
| ISHARES INC | EWJ | Other | 0.97% | 29,410 | -45 | -0.15% | $2,743,071 |
| MACYS INC | M | Consumer Cyclical | 0.95% | 115,010 | - | - | $2,708,486 |
| BANK OF AMER CORP | BAC | Financial Services | 0.89% | 44,400 | -5,500 | -11.02% | $2,529,912 |
| VANGUARD BD INDEX FDS | BND | Other | 0.83% | 31,980 | +4,425 | +16.06% | $2,347,652 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.80% | 9,530 | - | - | $2,271,380 |
| OCCIDENTAL PETE CORP | OXY | Energy | 0.67% | 39,000 | - | - | $1,894,230 |
Showing 30 of 48 holdings in the latest reporting period.