Cumberland Advisors as of March 31, 2026
Portfolio Holdings for Cumberland Advisors
Cumberland Advisors holds 48 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 22.9 | $59M | 90k | 650.34 | |
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 10.8 | $28M | 45k | 616.76 | |
| Spdr Series Trust State Street Spd (XAR) | 7.3 | $19M | 74k | 253.98 | |
| Ishares Tr Msci Acwi Ex Us (ACWX) | 4.4 | $11M | 166k | 68.47 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.4 | $11M | 24k | 479.20 | |
| Ishares Tr Ishares Biotech (IBB) | 4.2 | $11M | 64k | 168.85 | |
| Vanguard Index Fds Growth Etf (VUG) | 3.1 | $8.0M | 18k | 436.79 | |
| Microsoft Corporation (MSFT) | 3.1 | $7.9M | 21k | 370.17 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 3.0 | $7.5M | 61k | 124.31 | |
| Ishares Tr U.s. Med Dvc Etf (IHI) | 2.7 | $6.9M | 130k | 53.35 | |
| Spdr Series Trust State Street Spd (KIE) | 2.6 | $6.7M | 123k | 55.00 | |
| Caterpillar (CAT) | 2.6 | $6.7M | 9.5k | 708.46 | |
| Select Sector Spdr Tr State Street Ind (XLI) | 2.5 | $6.4M | 39k | 161.73 | |
| United Rentals (URI) | 2.3 | $5.8M | 7.9k | 728.56 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.1 | $5.4M | 19k | 286.86 | |
| Freeport Mcmoran CL B (FCX) | 2.1 | $5.3M | 90k | 58.78 | |
| Apple (AAPL) | 1.9 | $4.8M | 19k | 253.79 | |
| Cummins (CMI) | 1.7 | $4.4M | 8.1k | 538.02 | |
| Meta Platforms Cl A (META) | 1.7 | $4.3M | 7.6k | 572.13 | |
| FedEx Corporation (FDX) | 1.4 | $3.6M | 10k | 356.18 | |
| MercadoLibre (MELI) | 1.3 | $3.3M | 1.9k | 1729.02 | |
| Ishares Msci Cda Etf (EWC) | 1.1 | $2.8M | 50k | 54.79 | |
| Ishares Msci Taiwan Etf (EWT) | 1.0 | $2.7M | 38k | 70.92 | |
| Occidental Petroleum Corporation (OXY) | 1.0 | $2.5M | 39k | 65.00 | |
| Ishares Msci Japan Etf (EWJ) | 1.0 | $2.5M | 30k | 84.44 | |
| Bank of America Corporation (BAC) | 1.0 | $2.4M | 50k | 48.75 | |
| Macy's (M) | 0.8 | $2.1M | 115k | 18.09 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.8 | $2.0M | 28k | 73.64 | |
| Amazon (AMZN) | 0.8 | $2.0M | 9.5k | 208.27 | |
| Pfizer (PFE) | 0.6 | $1.5M | 53k | 28.08 | |
| Walt Disney Company (DIS) | 0.6 | $1.4M | 15k | 96.38 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.4 | $1.1M | 8.9k | 125.46 | |
| Spdr Series Trust State Street Spd (TFI) | 0.4 | $1.0M | 23k | 45.34 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.4 | $1.0M | 13k | 78.41 | |
| Ishares Tr Msci India Etf (INDA) | 0.3 | $790k | 17k | 46.84 | |
| Wells Fargo & Company (WFC) | 0.3 | $701k | 8.8k | 79.61 | |
| Proshares Tr Pshs Ulsht 7-10y (PST) | 0.2 | $545k | 24k | 22.49 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $454k | 1.6k | 287.56 | |
| Wal-Mart Stores (WMT) | 0.1 | $373k | 3.0k | 124.28 | |
| Ishares Tr National Mun Etf (MUB) | 0.1 | $331k | 3.1k | 106.15 | |
| Ishares Msci Emerg Mrkt (EEMV) | 0.1 | $296k | 4.6k | 64.73 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $294k | 1.0k | 294.16 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $288k | 1.7k | 169.66 | |
| Coca-Cola Company (KO) | 0.1 | $274k | 3.6k | 76.05 | |
| Chevron Corporation (CVX) | 0.1 | $246k | 1.2k | 206.90 | |
| Tesla Motors (TSLA) | 0.1 | $245k | 660.00 | 371.75 | |
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.1 | $225k | 2.7k | 82.43 | |
| Opko Health (OPK) | 0.0 | $22k | 20k | 1.14 |
