Investor
CUMBERLAND ADVISORS INC
CIK 0001255435 · filed 2026-04-27 · SEC filing
13F book
$255.5M
Positions
48
1 new · 2 sold
Largest name
22.9%
Spdr S&P 500 Etf Tr
Est. mark
−$6.11M
Price effect on 47 names still held. Flow −$2.18M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Spdr S&P 500 Etf Tr | — | 90K | $58.5M | 22.9% | −$2.78M | Added−$1.47M |
| Spdr S&P Midcap 400 Etf Tr | — | 44.8K | $27.6M | 10.8% | $592.4K | Added$1.12M |
| Spdr Series Trust | — | 73.7K | $18.7M | 7.3% | $939.5K | Cut$395.5K |
| Ishares Tr | — | 165.9K | $11.4M | 4.4% | $222.2K | Cut$92.7K |
| Berkshire Hathaway Inc Del | — | 23.5K | $11.3M | 4.4% | −$550.6K | Cut−$3.17M |
| Ishares Tr | — | 63.8K | $10.8M | 4.2% | $5.1K | Cut−$75.1K |
| Vanguard Growth Etf | — | 18.3K | $7.97M | 3.1% | −$929.6K | Added−$907.8K |
| Microsoft Corp | MSFT | 21.4K | $7.91M | 3.1% | −$2.41M | Added−$2.34M |
| Ishares Tr | — | 60.7K | $7.55M | 3.0% | $250.8K | Cut$232.1K |
| Ishares Tr | — | 130.2K | $6.95M | 2.7% | −$1.15M | Cut−$1.16M |
| Spdr Series Trust | — | 122.7K | $6.75M | 2.6% | −$631.8K | Cut−$645.6K |
| Caterpillar Inc | CAT | 9.5K | $6.73M | 2.6% | $1.29M | Held |
| Select Sector Spdr Tr | — | 39.4K | $6.37M | 2.5% | $260.2K | Cut$222.2K |
| United Rentals, Inc. | URI | 7.91K | $5.76M | 2.3% | −$638.8K | Held |
| Alphabet Inc | — | 18.9K | $5.42M | 2.1% | −$509.2K | Cut−$540.5K |
| Freeport-Mcmoran Inc | FCX | 90.3K | $5.31M | 2.1% | $721.9K | Held |
| Apple Inc. | AAPL | 18.9K | $4.79M | 1.9% | −$341.2K | Held |
| Cummins Inc | CMI | 8.13K | $4.37M | 1.7% | $224K | Held |
| Meta Platforms, Inc. | META | 7.6K | $4.35M | 1.7% | −$668.5K | Held |
| Fedex Corp | FDX | 10.1K | $3.58M | 1.4% | $676.6K | Held |
| Mercadolibre Inc | MELI | 1.91K | $3.31M | 1.3% | −$545.7K | Held |
| Ishares Inc | — | 50.3K | $2.76M | 1.1% | $43.3K | Cut−$22K |
| Ishares Inc | — | 37.5K | $2.66M | 1.0% | $276.9K | Cut$190.5K |
| Occidental Pete Corp | — | 39K | $2.54M | 1.0% | $931.3K | Held |
| Ishares Inc | — | 29.5K | $2.49M | 1.0% | $109K | Cut$93.6K |
| Bank America Corp | — | 49.9K | $2.43M | 1.0% | −$311.9K | Held |
| Macys Inc | — | 115K | $2.08M | 0.8% | −$455.4K | Held |
| Vanguard Bd Index Fds | — | 27.6K | $2.03M | 0.8% | −$10K | Added$298.5K |
| Amazon Com Inc | AMZN | 9.53K | $1.98M | 0.8% | −$214.9K | Held |
| Pfizer Inc | PFE | 53.3K | $1.5M | 0.6% | $155.2K | Added$281.5K |
| Disney Walt Co | — | 14.6K | $1.41M | 0.6% | −$253.9K | Cut−$367.7K |
| Alibaba Group Hldg Ltd | — | 8.93K | $1.12M | 0.4% | −$188.5K | Held |
| Spdr Series Trust | — | 23.1K | $1.05M | 0.4% | −$8.55K | Cut−$76.7K |
| Vanguard Bd Index Fds | — | 13K | $1.02M | 0.4% | −$4.39K | Added$156K |
| Ishares Tr | — | 16.9K | $790.4K | 0.3% | −$121.7K | Cut−$129.8K |
| Wells Fargo Co New | — | 8.8K | $700.6K | 0.3% | −$119.6K | Held |
| Proshares Tr | — | 24.2K | $545.2K | 0.2% | $8.48K | Held |
| Alphabet Inc | — | 1.58K | $454.3K | 0.2% | −$40.2K | Held |
| Walmart Inc. | WMT | 3K | $372.8K | 0.1% | $38.6K | Held |
| Ishares Tr | — | 3.12K | $331.2K | 0.1% | −$3K | Cut−$17.5K |
| Ishares Inc | — | 4.57K | $295.8K | 0.1% | $3.15K | Held |
| Jpmorgan Chase & Co. | — | 1K | $294.2K | 0.1% | −$28.1K | Held |
| Exxon Mobil Corp | — | 1.7K | $288.4K | 0.1% | $83.8K | Held |
| Coca Cola Co | KO | 3.6K | $273.8K | 0.1% | $22.1K | Cut$17.8K |
| Chevron Corp New | CVX | 1.19K | $246.2K | 0.1% | — | New |
| Tesla, Inc. | TSLA | 660 | $245.4K | 0.1% | −$51.5K | Held |
| Vanguard Intl Equity Index F | — | 2.73K | $225K | 0.1% | −$3.22K | Cut−$5.73K |
| Opko Health, Inc. | OPK | 19.5K | $22.2K | 0.0% | −$2.34K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.