Cumberland Advisors Inc 13F Holdings · Q2 2026
Cumberland Advisors Inc reported 49 securities worth $283.82M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SPY (21.94%), MDY (10.48%), XAR (7.26%). Among its top 25 positions this quarter: 1 new, 8 added, 13 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $62.3M | 21.94% | 83,393 | Trimmed |
| 2 | MDY | STATE STR SPDR S&P MIDCAP 40 | $29.8M | 10.48% | 42,307 | Trimmed |
| 3 | XAR | SPDR SERIES TRUST | $20.6M | 7.26% | 72,577 | Trimmed |
| 4 | ACWX | ISHARES TR | $12.6M | 4.43% | 165,185 | Trimmed |
| 5 | IBB | ISHARES TR | $12.2M | 4.29% | 64,018 | Added |
| 6 | BRKB | BERKSHIRE HATHAWAY INC DEL | $11.9M | 4.18% | 23,716 | Added |
| 7 | CAT | CATERPILLAR INC | $9.2M | 3.24% | 8,640 | Trimmed |
| 8 | VUG | VANGUARD INDEX FDS | $9.2M | 3.23% | 106,358 | Added |
| 9 | IJR | ISHARES TR | $9.0M | 3.16% | 60,420 | Trimmed |
| 10 | URI | UNITED RENTALS INC | $8.6M | 3.04% | 7,610 | Trimmed |
| 11 | MSFT | MICROSOFT CORP | $8.1M | 2.86% | 21,745 | Added |
| 12 | KIE | SPDR SERIES TRUST | $7.5M | 2.65% | 123,140 | Added |
| 13 | XLI | SELECT SECTOR SPDR TR | $7.3M | 2.57% | 39,441 | Added |
| 14 | GOOG | ALPHABET INC | $6.6M | 2.32% | 18,600 | Trimmed |
| 15 | IHI | ISHARES TR | $6.5M | 2.29% | 131,470 | Added |
| 16 | CMI | CUMMINS INC | $5.7M | 2.00% | 7,975 | Trimmed |
| 17 | AAPL | APPLE INC | $5.5M | 1.92% | 18,880 | Hold |
| 18 | FCX | FREEPORT MCMORAN INC | $5.4M | 1.89% | 85,350 | Trimmed |
| 19 | META | META PLATFORMS INC | $4.3M | 1.51% | 7,600 | Hold |
| 20 | EWT | ISHARES INC | $4.0M | 1.41% | 36,920 | Trimmed |
| 21 | MELI | MERCADOLIBRE INC | $3.7M | 1.30% | 2,180 | Added |
| 22 | FDX | FEDEX CORP | $3.1M | 1.11% | 10,050 | Hold |
| 23 | XME | SPDR SERIES TRUST | $3.0M | 1.06% | 28,065 | New |
| 24 | EWC | ISHARES INC | $2.9M | 1.02% | 50,070 | Trimmed |
| 25 | EWJ | ISHARES INC | $2.7M | 0.97% | 29,410 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR