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Latest CUMBERLAND ADVISORS INC Stock Portfolio

$283Million | No. of Holdings #49

CUMBERLAND ADVISORS INC Performance

2026 Q2+3.51%
YTD+1.10%
2025+19.40%

About CUMBERLAND ADVISORS INC and 13F Hedge Fund Stock Holdings

CUMBERLAND ADVISORS INC is a hedge fund based in Sarasota, FL. On 2026-07-21, the fund reported it's updated stock portfolio. In the 13F Holdings report, CUMBERLAND ADVISORS INC reported an equity portfolio of $283.8 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of CUMBERLAND ADVISORS INC are SPY, MDY, BIL. The fund has invested 21.9% of it's portfolio in STATE STR SPDR S&P 500 ETF T and 10.5% of portfolio in STATE STR SPDR S&P MIDCAP 40. <br><br> The fund managers got completely rid off WALMART INC (WMT) stocks. They significantly reduced their stock positions in DISNEY WALT CO (DIS), WELLS FARGO & CO (WFC) and ALIBABA GROUP HLDG LTD (BABA). CUMBERLAND ADVISORS INC opened new stock positions in SPDR SERIES TRUST (BIL) and VISA INC (V). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), PFIZER INC (PFE) and CHEVRON CORPORATION (CVX).
CUMBERLAND ADVISORS INC Equity Portfolio Value
Last Reported on: 21 Jul, 2026
$283Million
  as of Jul 21, 2026

CUMBERLAND ADVISORS INC Annual Return Estimates Vs S&P 500

Our best estimate is that CUMBERLAND ADVISORS INC made a return of 3.51% in the last quarter. In trailing 12 months, it's portfolio return was 13.72%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
spdr series trust3,000,990
visa inc219,578
New stocks bought by CUMBERLAND ADVISORS INC

Additions

Ticker% Inc.
vanguard index fds482
pfizer inc33.77
chevron corporation21.01
exxon mobil corp17.65
vanguard bd index fds16.06
mercadolibre inc13.96
vanguard bd index fds13.56
spdr series trust9.35
Additions to existing portfolio by CUMBERLAND ADVISORS INC

Reductions

Ticker% Reduced
disney walt co-46.23
wells fargo & co-28.41
alibaba group hldg ltd-12.32
bank of amer corp-11.02
caterpillar inc-9.05
state str spdr s&p 500 etf t-7.29
state str spdr s&p midcap 40-5.58
freeport mcmoran inc-5.53
CUMBERLAND ADVISORS INC reduced stake in above stock

Sold off

Ticker$ Sold
walmart inc-372,840
CUMBERLAND ADVISORS INC got rid off the above stocks

Sector Distribution

CUMBERLAND ADVISORS INC has about 73.4% of it's holdings in Others sector.

  • Others
  • Industrials
  • Technology
  • Communication Services
  • Consumer Cyclical
  • Basic Materials
  • Financial Services
Sector%
Others73.4
Industrials9.4
Technology4.8
Communication Services4.3
Consumer Cyclical3.2
Basic Materials1.9
Financial Services1.3

Market Cap. Distribution

CUMBERLAND ADVISORS INC has about 25.4% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED73.4
MEGA-CAP14.5
LARGE-CAP10.9
MID-CAP1.2

Stocks belong to which Index?

About 24.1% of the stocks held by CUMBERLAND ADVISORS INC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others75.6
S&P 50024.1
Top 5 Winners (%)%
URI
united rentals inc
54.4 %
EMGF
ishares inc
52.8 %
CAT
caterpillar inc
48.0 %
CMI
cummins inc
32.3 %
OPK
opko health inc
31.6 %
Top 5 Winners ($)$
SPY
state str spdr s&p 500 etf t
8.4 M
MDY
state str spdr s&p midcap 40
3.8 M
CAT
caterpillar inc
3.2 M
URI
united rentals inc
3.1 M
BIL
spdr series trust
2.2 M
Top 5 Losers (%)%
VB
vanguard index fds
-70.5 %
OXY
occidental pete corp
-25.3 %
BABA
alibaba group hldg ltd
-22.1 %
CVX
chevron corporation
-18.5 %
XOM
exxon mobil corp
-18.2 %
Top 5 Losers ($)$
VB
vanguard index fds
-21.8 M
OXY
occidental pete corp
-0.6 M
AAXJ
ishares tr
-0.5 M
FDX
fedex corp
-0.4 M
PFE
pfizer inc
-0.2 M

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 49 stocks in it's portfolio. About 65.2% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. SPY was the most profitable stock for CUMBERLAND ADVISORS INC last quarter.

$283.82MTotal Value
50.00Positions
21 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of CUMBERLAND ADVISORS INC, last reported on 21 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
CUMBERLAND ADVISORS INC's holding in Ishares Tr over time
4.43%165,185
$12.57M
4.43%
decreased 0.4 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
CUMBERLAND ADVISORS INC's holding in Ishares Tr over time
2.29%131,470
$6.50M
2.29%
increased 0.95 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
CUMBERLAND ADVISORS INC's holding in Ishares Tr over time
0.12%3,240
$348.7K
0.12%
increased 3.85 percentadded
ACWV
Ishares Inc

Ishares Inc

ACWV
CUMBERLAND ADVISORS INC's holding in Ishares Inc over time
1.02%50,070
$2.89M
1.02%
decreased 0.46 percentreduced
ACWV
Ishares Inc

Ishares Inc

ACWV
CUMBERLAND ADVISORS INC's holding in Ishares Inc over time
0.12%4,570
$344.0K
0.12%
unchanged 0 percentunchanged
BABA
Alibaba Group Hldg Ltd

Alibaba Group Hldg Ltd

BABA
CUMBERLAND ADVISORS INC's holding in Alibaba Group Hldg Ltd over time
0.26%7,825
$751.0K
0.26%
decreased 12.32 percentreduced
BIB
Proshares Tr

Proshares Tr

BIB
CUMBERLAND ADVISORS INC's holding in Proshares Tr over time
0.19%24,240
$551.7K
0.19%
unchanged 0 percentunchanged
BIL
Spdr Series Trust

Spdr Series Trust

BIL
CUMBERLAND ADVISORS INC's holding in Spdr Series Trust over time
7.26%72,577
$20.60M
7.26%
decreased 1.59 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
CUMBERLAND ADVISORS INC's holding in Spdr Series Trust over time
2.65%123,140
$7.51M
2.65%
increased 0.37 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
CUMBERLAND ADVISORS INC's holding in Spdr Series Trust over time
1.06%28,065
$3.00M
1.06%
new position
BIL
Spdr Series Trust

Spdr Series Trust

BIL
CUMBERLAND ADVISORS INC's holding in Spdr Series Trust over time
0.41%25,260
$1.16M
0.41%
increased 9.35 percentadded
BIV
Vanguard Bd Index Fds

Vanguard Bd Index Fds

BIV
CUMBERLAND ADVISORS INC's holding in Vanguard Bd Index Fds over time
0.83%31,980
$2.35M
0.83%
increased 16.06 percentadded
BIV
Vanguard Bd Index Fds

Vanguard Bd Index Fds

BIV
CUMBERLAND ADVISORS INC's holding in Vanguard Bd Index Fds over time
0.41%14,780
$1.15M
0.41%
increased 13.56 percentadded