Cumberland Advisors Inc

13F filer · CIK 0001255435

Reported Jul 21, 2026

Net seller this quarter

13F portfolio value$284MU.S. long equity reported on 13F

Positions311 new · 2 closed

Net flow last quarter-$9.29MBuys minus sells

Top 10 positions weight53.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 21, 202631 positions
SPYSPDR S&P 500 ETF Trust	$62.3M	21.94%	Not reported	-7.3%	Q2 2013
MDYSPDR S&P Midcap 400 ETF Trust	$29.8M	10.48%	Not reported	-5.6%	Q2 2013
BRK.BBerkshire Hathaway Inc	$11.9M	4.18%	Not reported	+1.0%	Q4 2022
CATCaterpillar Inc	$9.2M	3.24%	0.00%	-9.1%	Q4 2022
URIUnited Rentals, Inc.	$8.62M	3.04%	0.01%	-3.8%	Q4 2022
MSFTMicrosoft Corp	$8.11M	2.86%	0.00%	+1.7%	Q4 2022
GOOGAlphabet Inc.	$6.57M	2.32%	Not reported	-1.6%	Q4 2022
CMICummins Inc	$5.69M	2.00%	0.01%	-1.9%	Q4 2022
AAPLApple Inc.	$5.46M	1.92%	0.00%	Not reported	Q4 2022
FCXFreeport-Mcmoran Inc	$5.37M	1.89%	0.01%	-5.5%	Q4 2022
METAMeta Platforms, Inc.	$4.28M	1.51%	Not reported	Not reported	Q4 2022
MELIMercadolibre Inc	$3.7M	1.30%	0.00%	+14.0%	Q4 2022
FDXFedex Corp	$3.15M	1.11%	0.00%	Not reported	Q4 2022
MMacy's, Inc.	$2.71M	0.95%	0.04%	Not reported	Q4 2022
BACBank of America Corp	$2.53M	0.89%	0.00%	-11.0%	Q4 2022
AMZNAmazon Com Inc	$2.27M	0.80%	0.00%	Not reported	Q4 2022
OXYOccidental Petroleum Corp	$1.89M	0.67%	0.00%	Not reported	Q4 2022
PFEPfizer Inc	$1.72M	0.60%	0.00%	+33.8%	Q1 2025
BSVNBank7 Corp.	$1.15M	0.41%	0.16%	+13.6%	Q4 2022
DISWalt Disney Co	$756K	0.27%	0.00%	-46.2%	Q1 2023
BABAAlibaba Group Holding Ltd	$751K	0.26%	0.00%	-12.3%	Q4 2022
GOOGLAlphabet Inc.	$565K	0.20%	0.00%	Not reported	Q3 2023
PSTPatient Safety Technologies, Inc	$552K	0.19%	0.06%	Not reported	Q4 2022
WFCWells Fargo & Company	$521K	0.18%	0.00%	-28.4%	Q4 2022
JPMJPMorgan Chase & Co	$327K	0.12%	0.00%	Not reported	Q4 2022
KOCoca Cola Co	$293K	0.10%	0.00%	Not reported	Q1 2023
TSLATesla, Inc.	$278K	0.10%	0.00%	Not reported	Q4 2024
XOMExxonMobil Holdings Corp	$273K	0.10%	0.00%	+17.7%	Q1 2025
CVXChevron Corp	$239K	0.08%	0.00%	+21.0%	Q4 2022
VVisa Inc.	$220K	0.08%	0.00%	Not reported	Q4 2024
OPKOpko Health, Inc.	$29.3K	0.01%	0.00%	Not reported	Q4 2022
Q1 2026Reported Apr 27, 202631 positions
SPYSPDR S&P 500 ETF Trust	$58.5M	22.90%	Not reported	+2.3%	Q2 2013
MDYSPDR S&P Midcap 400 ETF Trust	$27.6M	10.82%	Not reported	+2.0%	Q2 2013
BRK.BBerkshire Hathaway Inc	$11.3M	4.40%	Not reported	-18.2%	Q4 2022
MSFTMicrosoft Corp	$7.91M	3.10%	0.00%	+0.9%	Q4 2022
CATCaterpillar Inc	$6.73M	2.63%	0.00%	Not reported	Q4 2022
URIUnited Rentals, Inc.	$5.76M	2.26%	0.01%	Not reported	Q4 2022
GOOGAlphabet Inc.	$5.42M	2.12%	Not reported	-0.5%	Q4 2022
FCXFreeport-Mcmoran Inc	$5.31M	2.08%	0.01%	Not reported	Q4 2022
AAPLApple Inc.	$4.79M	1.88%	0.00%	Not reported	Q4 2022
CMICummins Inc	$4.37M	1.71%	0.01%	Not reported	Q4 2022
METAMeta Platforms, Inc.	$4.35M	1.70%	Not reported	Not reported	Q4 2022
FDXFedex Corp	$3.58M	1.40%	0.00%	Not reported	Q4 2022
MELIMercadolibre Inc	$3.31M	1.29%	0.00%	Not reported	Q4 2022
OXYOccidental Petroleum Corp	$2.54M	0.99%	0.00%	Not reported	Q4 2022
BACBank of America Corp	$2.43M	0.95%	0.00%	Not reported	Q4 2022
MMacy's, Inc.	$2.08M	0.81%	0.04%	Not reported	Q4 2022
AMZNAmazon Com Inc	$1.98M	0.78%	0.00%	Not reported	Q4 2022
PFEPfizer Inc	$1.5M	0.59%	0.00%	+9.2%	Q1 2025
DISWalt Disney Co	$1.41M	0.55%	0.00%	-6.4%	Q1 2023
BABAAlibaba Group Holding Ltd	$1.12M	0.44%	0.00%	Not reported	Q4 2022
BSVNBank7 Corp.	$1.02M	0.40%	0.14%	+18.6%	Q4 2022
WFCWells Fargo & Company	$701K	0.27%	0.00%	Not reported	Q4 2022
PSTPatient Safety Technologies, Inc	$545K	0.21%	0.06%	Not reported	Q4 2022
GOOGLAlphabet Inc.	$454K	0.18%	0.00%	Not reported	Q3 2023
WMTWalmart Inc.	$373K	0.15%	0.00%	Not reported	Q2 2024
JPMJPMorgan Chase & Co	$294K	0.12%	0.00%	Not reported	Q4 2022
XOMExxonMobil Holdings Corp	$288K	0.11%	0.00%	Not reported	Q1 2025
KOCoca Cola Co	$274K	0.11%	0.00%	-1.7%	Q1 2023
CVXChevron Corp	$246K	0.10%	0.00%	Not reported	Q4 2022
TSLATesla, Inc.	$245K	0.10%	0.00%	Not reported	Q4 2024
OPKOpko Health, Inc.	$22.2K	0.01%	0.00%	Not reported	Q4 2022
Q4 2025Reported Feb 2, 202632 positions
SPYSPDR S&P 500 ETF Trust	$60M	22.73%	Not reported	-3.3%	Q2 2013
MDYSPDR S&P Midcap 400 ETF Trust	$26.5M	10.05%	Not reported	-0.8%	Q2 2013
BRK.BBerkshire Hathaway Inc	$14.4M	5.47%	Not reported	+2.2%	Q4 2022
MSFTMicrosoft Corp	$10.3M	3.89%	0.00%	+6.3%	Q4 2022
URIUnited Rentals, Inc.	$6.4M	2.43%	0.01%	-2.5%	Q4 2022
GOOGAlphabet Inc.	$5.96M	2.26%	Not reported	-5.7%	Q4 2022
CATCaterpillar Inc	$5.44M	2.06%	0.00%	-0.5%	Q4 2022
AAPLApple Inc.	$5.13M	1.95%	0.00%	-1.7%	Q4 2022
METAMeta Platforms, Inc.	$5.02M	1.90%	Not reported	-1.3%	Q4 2022
FCXFreeport-Mcmoran Inc	$4.59M	1.74%	0.01%	-1.1%	Q4 2022
CMICummins Inc	$4.15M	1.57%	0.01%	-1.5%	Q4 2022
MELIMercadolibre Inc	$3.85M	1.46%	0.00%	-0.9%	Q4 2022
FDXFedex Corp	$2.9M	1.10%	0.00%	-1.2%	Q4 2022
BACBank of America Corp	$2.74M	1.04%	0.00%	-2.5%	Q4 2022
MMacy's, Inc.	$2.54M	0.96%	0.04%	-0.4%	Q4 2022
AMZNAmazon Com Inc	$2.2M	0.83%	0.00%	-3.5%	Q4 2022
DISWalt Disney Co	$1.77M	0.67%	0.00%	-1.6%	Q1 2023
OXYOccidental Petroleum Corp	$1.6M	0.61%	0.00%	-1.3%	Q4 2022
BABAAlibaba Group Holding Ltd	$1.31M	0.50%	0.00%	-2.2%	Q4 2022
PFEPfizer Inc	$1.22M	0.46%	0.00%	-24.7%	Q1 2025
BSVNBank7 Corp.	$865K	0.33%	0.12%	+8.9%	Q4 2022
MATMattel Inc	$853K	0.32%	0.01%	-45.6%	Q4 2022
WFCWells Fargo & Company	$820K	0.31%	0.00%	Not reported	Q4 2022
PSTPatient Safety Technologies, Inc	$537K	0.20%	0.06%	Not reported	Q4 2022
GOOGLAlphabet Inc.	$495K	0.19%	0.00%	-36.3%	Q3 2023
WMTWalmart Inc.	$334K	0.13%	0.00%	Not reported	Q2 2024
JPMJPMorgan Chase & Co	$322K	0.12%	0.00%	Not reported	Q4 2022
TSLATesla, Inc.	$297K	0.11%	0.00%	-40.5%	Q4 2024
KOCoca Cola Co	$256K	0.10%	0.00%	Not reported	Q1 2023
VVisa Inc.	$224K	0.09%	0.00%	Not reported	Q4 2024
XOMExxonMobil Holdings Corp	$205K	0.08%	0.00%	Not reported	Q1 2025
OPKOpko Health, Inc.	$24.6K	0.01%	0.00%	Not reported	Q4 2022
Q3 2025Reported Nov 12, 202531 positions
SPYSPDR S&P 500 ETF Trust	$60.6M	23.24%	Not reported	+2.9%	Q2 2013
MDYSPDR S&P Midcap 400 ETF Trust	$26.4M	10.14%	Not reported	-0.9%	Q2 2013
BRK.BBerkshire Hathaway Inc	$14.1M	5.42%	Not reported	+1.8%	Q4 2022
MSFTMicrosoft Corp	$10.3M	3.97%	0.00%	+0.1%	Q4 2022
URIUnited Rentals, Inc.	$7.74M	2.97%	0.01%	-0.5%	Q4 2022
METAMeta Platforms, Inc.	$5.65M	2.17%	Not reported	Not reported	Q4 2022
GOOGAlphabet Inc.	$4.91M	1.88%	Not reported	Not reported	Q4 2022
AAPLApple Inc.	$4.89M	1.88%	0.00%	-0.1%	Q4 2022
CATCaterpillar Inc	$4.56M	1.75%	0.00%	Not reported	Q4 2022
MELIMercadolibre Inc	$4.51M	1.73%	0.00%	Not reported	Q4 2022
FCXFreeport-Mcmoran Inc	$3.58M	1.38%	0.01%	Not reported	Q4 2022
CMICummins Inc	$3.48M	1.34%	0.01%	Not reported	Q4 2022
BACBank of America Corp	$2.64M	1.01%	0.00%	Not reported	Q4 2022
FDXFedex Corp	$2.4M	0.92%	0.00%	Not reported	Q4 2022
AMZNAmazon Com Inc	$2.17M	0.83%	0.00%	+2.1%	Q4 2022
MMacy's, Inc.	$2.07M	0.80%	0.04%	Not reported	Q4 2022
OXYOccidental Petroleum Corp	$1.87M	0.72%	0.00%	-2.5%	Q4 2022
DISWalt Disney Co	$1.81M	0.70%	0.00%	Not reported	Q1 2023
PFEPfizer Inc	$1.65M	0.63%	0.00%	-5.8%	Q1 2025
BABAAlibaba Group Holding Ltd	$1.63M	0.63%	0.00%	-1.1%	Q4 2022
MATMattel Inc	$1.33M	0.51%	0.02%	-1.3%	Q4 2022
BSVNBank7 Corp.	$795K	0.31%	0.11%	+4.4%	Q4 2022
WFCWells Fargo & Company	$738K	0.28%	0.00%	-18.5%	Q4 2022
GOOGLAlphabet Inc.	$603K	0.23%	0.00%	+57.0%	Q3 2023
PSTPatient Safety Technologies, Inc	$537K	0.21%	0.06%	-26.6%	Q4 2022
TSLATesla, Inc.	$494K	0.19%	0.00%	+68.2%	Q4 2024
JPMJPMorgan Chase & Co	$315K	0.12%	0.00%	Not reported	Q4 2022
WMTWalmart Inc.	$309K	0.12%	0.00%	-2.3%	Q2 2024
KOCoca Cola Co	$243K	0.09%	0.00%	Not reported	Q1 2023
VVisa Inc.	$218K	0.08%	0.00%	Not reported	Q4 2024
OPKOpko Health, Inc.	$30.2K	0.01%	0.00%	Not reported	Q4 2022

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