CUMBERLAND ADVISORS INC

Est. AUM

$255.5M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	STATE STR SPDR S&P 500 ETF T	TR UNIT	$58.5M	89953	22.90%	SOLE
2	STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$27.6M	44807	10.82%	SOLE
3	SPDR SERIES TRUST	STATE STREET SPD	$18.7M	73747	7.33%	SOLE
4	ISHARES TR	MSCI ACWI EX US	$11.4M	165855	4.44%	SOLE
5	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$11.3M	23481	4.40%	SOLE
6	ISHARES TR	ISHARES BIOTECH	$10.8M	63758	4.21%	SOLE
7	VANGUARD INDEX FDS	GROWTH ETF	$8.0M	18253	3.12%	SOLE
8	MICROSOFT CORP	COM	$7.9M	21380	3.10%	SOLE
9	ISHARES TR	CORE S&P SCP ETF	$7.5M	60720	2.95%	SOLE
10	ISHARES TR	U.S. MED DVC ETF	$6.9M	130230	2.72%	SOLE
11	SPDR SERIES TRUST	STATE STREET SPD	$6.7M	122680	2.64%	SOLE
12	CATERPILLAR INC	COM	$6.7M	9500	2.63%	SOLE
13	SELECT SECTOR SPDR TR	STATE STREET IND	$6.4M	39361	2.49%	SOLE
14	UNITED RENTALS INC	COM	$5.8M	7910	2.26%	SOLE
15	ALPHABET INC	CAP STK CL C	$5.4M	18900	2.12%	SOLE
16	FREEPORT MCMORAN INC	CL B	$5.3M	90350	2.08%	SOLE
17	APPLE INC	COM	$4.8M	18880	1.88%	SOLE
18	CUMMINS INC	COM	$4.4M	8125	1.71%	SOLE
19	META PLATFORMS INC	CL A	$4.3M	7600	1.70%	SOLE
20	FEDEX CORP	COM	$3.6M	10050	1.40%	SOLE
21	MERCADOLIBRE INC	COM	$3.3M	1913	1.29%	SOLE
22	ISHARES INC	MSCI CDA ETF	$2.8M	50300	1.08%	SOLE
23	ISHARES INC	MSCI TAIWAN ETF	$2.7M	37470	1.04%	SOLE
24	OCCIDENTAL PETE CORP	COM	$2.5M	39000	0.99%	SOLE
25	ISHARES INC	MSCI JAPAN ETF	$2.5M	29455	0.97%	SOLE
26	BANK AMERICA CORP	COM	$2.4M	49900	0.95%	SOLE
27	MACYS INC	COM	$2.1M	115010	0.81%	SOLE
28	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$2.0M	27555	0.79%	SOLE
29	AMAZON COM INC	COM	$2.0M	9530	0.78%	SOLE
30	PFIZER INC	COM	$1.5M	53300	0.59%	SOLE
31	DISNEY WALT CO	COM	$1.4M	14600	0.55%	SOLE
32	ALIBABA GROUP HLDG LTD	SPONSORED ADS	$1.1M	8925	0.44%	SOLE
33	SPDR SERIES TRUST	STATE STREET SPD	$1.0M	23100	0.41%	SOLE
34	VANGUARD BD INDEX FDS	SHORT TRM BOND	$1.0M	13015	0.40%	SOLE
35	ISHARES TR	MSCI INDIA ETF	$790K	16875	0.31%	SOLE
36	WELLS FARGO & CO	COM	$701K	8800	0.27%	SOLE
37	PROSHARES TR	PSHS ULSHT 7-10Y	$545K	24240	0.21%	SOLE
38	ALPHABET INC	CAP STK CL A	$454K	1580	0.18%	SOLE
39	WALMART INC	COM	$373K	3000	0.15%	SOLE
40	ISHARES TR	NATIONAL MUN ETF	$331K	3120	0.13%	SOLE
41	ISHARES INC	MSCI EMERG MRKT	$296K	4570	0.12%	SOLE
42	JPMORGAN CHASE & CO	COM	$294K	1000	0.12%	SOLE
43	EXXON MOBIL CORP	COM	$288K	1700	0.11%	SOLE
44	COCA COLA CO	COM	$274K	3600	0.11%	SOLE
45	CHEVRON CORPORATION	COM	$246K	1190	0.10%	SOLE
46	TESLA INC	COM	$245K	660	0.10%	SOLE
47	VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$225K	2730	0.09%	SOLE
48	OPKO HEALTH INC	COM	$22K	19500	0.01%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.