Cumberland Advisors as of Dec. 31, 2025
Portfolio Holdings for Cumberland Advisors
Cumberland Advisors holds 49 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 22.7 | $60M | 88k | 681.92 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 10.1 | $27M | 44k | 603.28 | |
| Spdr Series Trust State Street Spd (XAR) | 7.0 | $18M | 76k | 241.24 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 5.5 | $14M | 29k | 502.65 | |
| Ishares Tr Msci Acwi Ex Us (ACWX) | 4.3 | $11M | 168k | 67.13 | |
| Ishares Tr Ishares Biotech (IBB) | 4.1 | $11M | 64k | 168.77 | |
| Microsoft Corporation (MSFT) | 3.9 | $10M | 21k | 483.62 | |
| Vanguard Index Fds Growth Etf (VUG) | 3.4 | $8.9M | 18k | 487.86 | |
| Ishares Tr U.s. Med Dvc Etf (IHI) | 3.1 | $8.1M | 131k | 62.15 | |
| Spdr Series Trust State Street Spd (KIE) | 2.8 | $7.4M | 123k | 60.15 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 2.8 | $7.3M | 61k | 120.18 | |
| United Rentals (URI) | 2.4 | $6.4M | 7.9k | 809.32 | |
| Select Sector Spdr Tr State Street Ind (XLI) | 2.3 | $6.1M | 40k | 155.12 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.3 | $6.0M | 19k | 313.80 | |
| Caterpillar (CAT) | 2.1 | $5.4M | 9.5k | 572.87 | |
| Apple (AAPL) | 1.9 | $5.1M | 19k | 271.86 | |
| Meta Platforms Cl A (META) | 1.9 | $5.0M | 7.6k | 660.09 | |
| Freeport-mcmoran CL B (FCX) | 1.7 | $4.6M | 90k | 50.79 | |
| Cummins (CMI) | 1.6 | $4.1M | 8.1k | 510.45 | |
| MercadoLibre (MELI) | 1.5 | $3.9M | 1.9k | 2014.26 | |
| FedEx Corporation (FDX) | 1.1 | $2.9M | 10k | 288.86 | |
| Ishares Msci Cda Etf (EWC) | 1.1 | $2.8M | 52k | 53.93 | |
| Bank of America Corporation (BAC) | 1.0 | $2.7M | 50k | 55.00 | |
| Macy's (M) | 1.0 | $2.5M | 115k | 22.05 | |
| Ishares Msci Taiwan Etf (EWT) | 0.9 | $2.5M | 39k | 63.53 | |
| Ishares Msci Japan Etf (EWJ) | 0.9 | $2.4M | 30k | 80.74 | |
| Amazon (AMZN) | 0.8 | $2.2M | 9.5k | 230.82 | |
| Walt Disney Company (DIS) | 0.7 | $1.8M | 16k | 113.77 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.7 | $1.7M | 23k | 74.07 | |
| Occidental Petroleum Corporation (OXY) | 0.6 | $1.6M | 39k | 41.12 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.5 | $1.3M | 8.9k | 146.58 | |
| Pfizer (PFE) | 0.5 | $1.2M | 49k | 24.90 | |
| Spdr Series Trust State Street Spd (TFI) | 0.4 | $1.1M | 25k | 45.71 | |
| Ishares Tr Msci India Etf (INDA) | 0.3 | $920k | 17k | 54.05 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.3 | $865k | 11k | 78.81 | |
| Mattel (MAT) | 0.3 | $853k | 43k | 19.84 | |
| Wells Fargo & Company (WFC) | 0.3 | $820k | 8.8k | 93.20 | |
| Proshares Tr Pshs Ulsht 7-10y (PST) | 0.2 | $537k | 24k | 22.14 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $495k | 1.6k | 313.00 | |
| Ishares Tr National Mun Etf (MUB) | 0.1 | $349k | 3.3k | 107.11 | |
| Wal-Mart Stores (WMT) | 0.1 | $334k | 3.0k | 111.41 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $322k | 1.0k | 322.22 | |
| Tesla Motors (TSLA) | 0.1 | $297k | 660.00 | 449.72 | |
| Ishares Msci Emerg Mrkt (EEMV) | 0.1 | $293k | 4.6k | 64.04 | |
| Coca-Cola Company (KO) | 0.1 | $256k | 3.7k | 69.91 | |
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.1 | $231k | 2.8k | 83.61 | |
| Visa Com Cl A (V) | 0.1 | $225k | 640.00 | 350.71 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $205k | 1.7k | 120.34 | |
| Opko Health (OPK) | 0.0 | $25k | 20k | 1.26 |
