Latest CUMBERLAND ADVISORS INC Stock Portfolio
CUMBERLAND ADVISORS INC Performance:
2026 Q1: -2.33%YTD: -2.33%2025: 19.4%
Performance for 2026 Q1 is -2.33%, and YTD is -2.33%, and 2025 is 19.4%.
About CUMBERLAND ADVISORS INC and 13F Hedge Fund Stock Holdings
CUMBERLAND ADVISORS INC is a hedge fund based in Sarasota, FL. On 2026-04-27, the fund reported it's updated stock portfolio. In the 13F Holdings report, CUMBERLAND ADVISORS INC reported an equity portfolio of $255.5 Millions as of 31 Mar, 2026.
The top stock holdings of CUMBERLAND ADVISORS INC are SPY, MDY, BIL. The fund has invested 22.9% of it's portfolio in STATE STR SPDR S&P 500 ETF T and 10.8% of portfolio in STATE STR SPDR S&P MIDCAP 40.
The fund managers got completely rid off MATTEL INC (MAT) and VISA INC (V) stocks. They significantly reduced their stock positions in BERKSHIRE HATHAWAY INC DEL, DISNEY WALT CO (DIS) and SPDR SERIES TRUST (BIL). CUMBERLAND ADVISORS INC opened new stock positions in CHEVRON CORPORATION (CVX). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD BD INDEX FDS (BIV), PFIZER INC (PFE) and STATE STR SPDR S&P 500 ETF T (SPY).
The top stock holdings of CUMBERLAND ADVISORS INC are SPY, MDY, BIL. The fund has invested 22.9% of it's portfolio in STATE STR SPDR S&P 500 ETF T and 10.8% of portfolio in STATE STR SPDR S&P MIDCAP 40.
The fund managers got completely rid off MATTEL INC (MAT) and VISA INC (V) stocks. They significantly reduced their stock positions in BERKSHIRE HATHAWAY INC DEL, DISNEY WALT CO (DIS) and SPDR SERIES TRUST (BIL). CUMBERLAND ADVISORS INC opened new stock positions in CHEVRON CORPORATION (CVX). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD BD INDEX FDS (BIV), PFIZER INC (PFE) and STATE STR SPDR S&P 500 ETF T (SPY).
CUMBERLAND ADVISORS INC Annual Return Estimates Vs S&P 500
Our best estimate is that CUMBERLAND ADVISORS INC made a return of -2.33% in the last quarter. In trailing 12 months, it's portfolio return was 20.54%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| chevron corporation | 246,211 |
New stocks bought by CUMBERLAND ADVISORS INC
Additions
| Ticker | % Inc. |
|---|---|
| vanguard bd index fds | 18.64 |
| vanguard bd index fds | 17.93 |
| pfizer inc | 9.22 |
| state str spdr s&p 500 etf t | 2.29 |
| state str spdr s&p midcap 40 | 1.96 |
| microsoft corp | 0.85 |
| vanguard index fds | 0.27 |
Additions to existing portfolio by CUMBERLAND ADVISORS INC
Reductions
| Ticker | % Reduced |
|---|---|
| berkshire hathaway inc del | -18.18 |
| disney walt co | -6.41 |
| spdr series trust | -6.06 |
| ishares tr | -4.15 |
| ishares inc | -3.5 |
| spdr series trust | -2.97 |
| ishares inc | -2.35 |
| coca cola co | -1.67 |
CUMBERLAND ADVISORS INC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| mattel inc | -853,120 |
| visa inc | -224,454 |
CUMBERLAND ADVISORS INC got rid off the above stocks
Sector Distribution
CUMBERLAND ADVISORS INC has about 73.7% of it's holdings in Others sector.
- Others
- Industrials
- Technology
- Communication Services
- Consumer Cyclical
- Basic Materials
- Financial Services
- Energy
| Sector | % |
|---|---|
| Others | 73.7 |
| Industrials | 8 |
| Technology | 5 |
| Communication Services | 4.6 |
| Consumer Cyclical | 3 |
| Basic Materials | 2.1 |
| Financial Services | 1.3 |
| Energy | 1.2 |
Market Cap. Distribution
CUMBERLAND ADVISORS INC has about 25.2% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
- LARGE-CAP
- MID-CAP
| Category | % |
|---|---|
| UNALLOCATED | 73.7 |
| MEGA-CAP | 14.3 |
| LARGE-CAP | 10.9 |
| MID-CAP | 1.1 |
Stocks belong to which Index?
About 23.9% of the stocks held by CUMBERLAND ADVISORS INC either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
| Index | % |
|---|---|
| Others | 75.8 |
| S&P 500 | 23.9 |
CUMBERLAND ADVISORS INC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of CUMBERLAND ADVISORS INC
CUMBERLAND ADVISORS INC has 48 stocks in it's portfolio. About 66% of the portfolio is in top 10 stocks. SPY proved to be the most loss making stock for the portfolio. CAT was the most profitable stock for CUMBERLAND ADVISORS INC last quarter.
Last Reported on: 27 Apr, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 1.88 | 18,880 | 4,791,560 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 4.44 | 165,855 | 11,356,100 | reduced | -1.15 | ||
| AAXJ | ishares tr | 2.72 | 130,230 | 6,947,770 | reduced | -0.19 | ||
| AAXJ | ishares tr | 0.13 | 3,120 | 331,188 | reduced | -4.15 | ||
| ACWV | ishares inc | 1.08 | 50,300 | 2,755,940 | reduced | -2.35 | ||
| ACWV | ishares inc | 0.12 | 4,570 | 295,816 | unchanged | 0.00 | ||
| AMPS | ishares tr | 0.31 | 16,875 | 790,425 | reduced | -0.88 | ||
| AMZN | amazon com inc | 0.78 | 9,530 | 1,984,810 | unchanged | 0.00 | ||
| BABA | alibaba group hldg ltd | 0.44 | 8,925 | 1,119,730 | unchanged | 0.00 | ||
| BAC | bank america corp | 0.95 | 49,900 | 2,432,620 | unchanged | 0.00 | ||
| BIB | proshares tr | 0.21 | 24,240 | 545,158 | unchanged | 0.00 | ||
| BIL | spdr series trust | 7.33 | 73,747 | 18,730,300 | reduced | -2.97 | ||
| BIL | spdr series trust | 2.64 | 122,680 | 6,747,400 | reduced | -0.19 | ||
| BIL | spdr series trust | 0.41 | 23,100 | 1,047,350 | reduced | -6.06 | ||
| BIV | vanguard bd index fds | 0.79 | 27,555 | 2,029,150 | added | 17.93 | ||
| BIV | vanguard bd index fds | 0.40 | 13,015 | 1,020,510 | added | 18.64 | ||
| CAT | caterpillar inc | 2.63 | 9,500 | 6,730,370 | unchanged | 0.00 | ||
| CMI | cummins inc | 1.71 | 8,125 | 4,371,410 | unchanged | 0.00 | ||
| CVX | chevron corporation | 0.10 | 1,190 | 246,211 | new | |||
| DIS | disney walt co | 0.55 | 14,600 | 1,407,150 | reduced | -6.41 | ||