StockDriftsStockDriftsTop 49 Cumberland Advisors INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 21.94% | 83.4K | $62.3M | -7.29%(-6.56K) | $406.19(+90.88%) | 2026-06-30 | |
| MDY | STATE STR SPDR S&P MIDCAP 40 | 10.48% | 42.3K | $29.8M | -5.58%(-2.50K) | $306.79(+133.16%) | 2026-06-30 | |
| XAR | SPDR SERIES TRUST | 7.26% | 72.6K | $20.6M | -1.59%(-1.17K) | $86.43(+243.32%) | 2026-06-30 | |
| ACWX | ISHARES TR | 4.43% | 165.2K | $12.6M | -0.40%(-670) | $51.18(+53.05%) | 2026-06-30 | |
| IBB | ISHARES TR | 4.29% | 64.0K | $12.2M | +0.41%(+260) | $126.64(+58.35%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 4.18% | 23.7K | $11.9M | +1.00%(+235) | $253.37(+97.86%) | 2026-06-30 | |
| CAT | CATERPILLAR INC | 3.24% | 8.6K | $9.2M | -9.05%(-860) | $145.25(+498.62%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 3.23% | 106.4K | $9.2M | -2.89%(-3.16K) | $56.29(+58.42%) | 2026-06-30 | |
| IJR | ISHARES TR | 3.16% | 60.4K | $9.0M | -0.49%(-300) | $99.87(+50.16%) | 2026-06-30 | |
| URI | UNITED RENTALS INC | 3.04% | 7.6K | $8.6M | -3.79%(-300) | $141.85(+715.02%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.16% | +64.97% | +9.07% | +54.36% |
| Top 20 Holdings Unweighted | +21.62% | +79.91% | +11.21% | +70.07% |
Cumberland Advisors INC reports $283.82M in US-listed equity holdings across 49 positions in its most recent 13F filing. Its largest disclosed positions are SPY (21.9%), MDY (10.5%) and XAR (7.3%). The top 20 holdings account for 86.67% of reported assets. Its disclosed equity book has returned +64.97% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Cumberland Advisors INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1255435). View Cumberland Advisors INC’s 13F filings on SEC