Latest CUMBERLAND ADVISORS INC Stock Portfolio
CUMBERLAND ADVISORS INC Performance:
2025 Q3: 5.16%YTD: 7.83%2024: 7.88%
Performance for 2025 Q3 is 5.16%, and YTD is 7.83%, and 2024 is 7.88%.
About CUMBERLAND ADVISORS INC and 13F Hedge Fund Stock Holdings
CUMBERLAND ADVISORS INC is a hedge fund based in SARASOTA, FL. On 22-Aug-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $3.4 Billions. In it's latest 13F Holdings report, CUMBERLAND ADVISORS INC reported an equity portfolio of $260.5 Millions as of 30 Sep, 2025.
The top stock holdings of CUMBERLAND ADVISORS INC are SPY, MDY, BIL. The fund has invested 23.2% of it's portfolio in SPDR S&P 500 ETF TR and 10.1% of portfolio in SPDR S&P MIDCAP 400 ETF TR.
The fund managers got completely rid off COMCAST CORP NEW (CMCSA) stocks. They significantly reduced their stock positions in PROSHARES TR (BIB), WELLS FARGO CO NEW (WFC) and PFIZER INC (PFE). The fund showed a lot of confidence in some stocks as they added substantially to SPDR SERIES TRUST (BIL), TESLA INC (TSLA) and ALPHABET INC (GOOG).
The top stock holdings of CUMBERLAND ADVISORS INC are SPY, MDY, BIL. The fund has invested 23.2% of it's portfolio in SPDR S&P 500 ETF TR and 10.1% of portfolio in SPDR S&P MIDCAP 400 ETF TR.
The fund managers got completely rid off COMCAST CORP NEW (CMCSA) stocks. They significantly reduced their stock positions in PROSHARES TR (BIB), WELLS FARGO CO NEW (WFC) and PFIZER INC (PFE). The fund showed a lot of confidence in some stocks as they added substantially to SPDR SERIES TRUST (BIL), TESLA INC (TSLA) and ALPHABET INC (GOOG).
CUMBERLAND ADVISORS INC Annual Return Estimates Vs S&P 500
Our best estimate is that CUMBERLAND ADVISORS INC made a return of 5.16% in the last quarter. In trailing 12 months, it's portfolio return was 7.07%.
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| spdr series trust | 89.33 |
| tesla inc | 68.18 |
| alphabet inc | 56.96 |
| ishares inc | 11.71 |
| spdr series trust | 8.49 |
| ishares tr | 7.09 |
| vanguard bd index fds | 4.48 |
| vanguard bd index fds | 4.35 |
Additions to existing portfolio by CUMBERLAND ADVISORS INC
Reductions
| Ticker | % Reduced |
|---|---|
| proshares tr | -26.55 |
| wells fargo co new | -18.52 |
| pfizer inc | -5.81 |
| vanguard index fds | -5.36 |
| occidental pete corp | -2.47 |
| walmart inc | -2.25 |
| spdr series trust | -1.73 |
| mattel inc | -1.25 |
CUMBERLAND ADVISORS INC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| comcast corp new | -217,709 |
CUMBERLAND ADVISORS INC got rid off the above stocks
Sector Distribution
CUMBERLAND ADVISORS INC has about 72.9% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 72.9 |
| Industrials | 7 |
| Technology | 5.8 |
| Communication Services | 5 |
| Consumer Cyclical | 4.1 |
| Financial Services | 1.5 |
| Basic Materials | 1.4 |
Market Cap. Distribution
CUMBERLAND ADVISORS INC has about 25% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 72.9 |
| MEGA-CAP | 12.6 |
| LARGE-CAP | 12.4 |
| MID-CAP | 1.3 |
Stocks belong to which Index?
About 23.3% of the stocks held by CUMBERLAND ADVISORS INC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 76 |
| S&P 500 | 23.3 |
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 66.6% of the portfolio is in top 10 stocks. MELI proved to be the most loss making stock for the portfolio. SPY was the most profitable stock for CUMBERLAND ADVISORS INC last quarter.
Last Reported on: 12 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 1.88 | 19,205 | 4,890,170 | reduced | -0.12 | ||
| AAXJ | ishares tr | 4.26 | 170,695 | 11,096,900 | added | 0.73 | ||
| AAXJ | ishares tr | 3.02 | 130,950 | 7,867,480 | reduced | -0.01 | ||
| AAXJ | ishares tr | 0.13 | 3,095 | 329,587 | added | 7.09 | ||
| ACWV | ishares inc | 1.04 | 53,560 | 2,707,460 | reduced | -0.17 | ||
| ACWV | ishares inc | 0.12 | 4,770 | 304,469 | added | 11.71 | ||
| AMPS | ishares tr | 0.76 | 38,085 | 1,982,700 | added | 0.82 | ||
| AMZN | amazon com inc | 0.83 | 9,880 | 2,169,350 | added | 2.07 | ||
| BABA | alibaba group hldg ltd | 0.63 | 9,125 | 1,630,910 | reduced | -1.08 | ||
| BAC | bank america corp | 1.01 | 51,200 | 2,641,410 | unchanged | 0.00 | ||
| BIB | proshares tr | 0.21 | 24,240 | 536,674 | reduced | -26.55 | ||
| BIL | spdr series trust | 7.15 | 79,297 | 18,631,600 | reduced | -1.73 | ||
| BIL | spdr series trust | 2.82 | 123,690 | 7,337,290 | added | 89.33 | ||
| BIL | spdr series trust | 0.41 | 23,460 | 1,069,070 | added | 8.49 | ||
| BIV | vanguard bd index fds | 0.60 | 20,985 | 1,560,650 | added | 4.48 | ||
| BIV | vanguard bd index fds | 0.30 | 10,070 | 794,624 | added | 4.35 | ||
| CAT | caterpillar inc | 1.75 | 9,550 | 4,556,780 | unchanged | 0.00 | ||
| CMCSA | comcast corp new | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| CMI | cummins inc | 1.34 | 8,250 | 3,484,550 | unchanged | 0.00 | ||
| DIS | disney walt co | 0.70 | 15,850 | 1,814,820 | unchanged | 0.00 | ||