CUMBERLAND ADVISORS INC
Follow13F filer, CIK 1255435, SARASOTA, FL
CUMBERLAND ADVISORS INC reported $283,817,326 across 49 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-21. Its ten largest share positions make up 65.25% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001420506-26-001264
- Period
- 2026-06-30
- Reported value
- $284M
- Holdings
- 49
- Top 10 weight
- 65.25%
- New
- 2
- Sold out
- 1
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| VUGadded | +88,105 | $7.59M |
| XMEnew | +28,065 | $3M |
| MELIadded | +267 | $453K |
| PFEadded | +18,000 | $433K |
| BNDadded | +4,425 | $325K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| SPYreduced | -6,560 | -$4.9M |
| MDYreduced | -2,500 | -$1.76M |
| CATreduced | -860 | -$916K |
| DISreduced | -6,750 | -$650K |
| WMTexited | -3,000 | -$373K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q2 2026
Share positions as resolved from 13F-HR 0001420506-26-001264, largest first. % of portfolio is the value over $283,817,326, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| SPYSTATE STR SPDR S&P 500 ETF T | 83,393 | $62.3M | 21.94% | -6,560 | Timeline | ||
| MDYSTATE STR SPDR S&P MIDCAP 40 | 42,307 | $29.8M | 10.48% | -2,500 | Timeline | ||
| XARSPDR SERIES TRUST | 72,577 | $20.6M | 7.26% | -1,170 | Timeline | ||
| ACWXISHARES TR | 165,185 | $12.6M | 4.43% | -670 | Timeline | ||
| IBBISHARES TR | 64,018 | $12.2M | 4.29% | +260 | Timeline | ||
| BRK-BBERKSHIRE HATHAWAY INC DEL | 23,716 | $11.9M | 4.18% | +235 | Timeline | ||
| CATCATERPILLAR INC | 8,640 | $9.2M | 3.24% | -860 | Timeline | ||
| VUGVANGUARD INDEX FDS | 106,358 | $9.16M | 3.23% | +88,105 | Timeline | ||
| IJRISHARES TR | 60,420 | $8.96M | 3.16% | -300 | Timeline | ||
| URIUNITED RENTALS INC | 7,610 | $8.62M | 3.04% | -300 | Timeline | ||
| MSFTMICROSOFT CORP | 21,745 | $8.11M | 2.86% | +365 | Timeline | ||
| KIESPDR SERIES TRUST | 123,140 | $7.51M | 2.65% | +460 | Timeline | ||
| XLISELECT SECTOR SPDR TR | 39,441 | $7.31M | 2.57% | +80 | Timeline | ||
| GOOGALPHABET INC | 18,600 | $6.57M | 2.32% | -300 | Timeline | ||
| IHIISHARES TR | 131,470 | $6.5M | 2.29% | +1,240 | Timeline | ||
| CMICUMMINS INC | 7,975 | $5.69M | 2% | -150 | Timeline | ||
| AAPLAPPLE INC | 18,880 | $5.46M | 1.92% | 0 | Timeline | ||
| FCXFREEPORT MCMORAN INC | 85,350 | $5.37M | 1.89% | -5,000 | Timeline | ||
| METAMETA PLATFORMS INC | 7,600 | $4.28M | 1.51% | 0 | Timeline | ||
| EWTISHARES INC | 36,920 | $4.01M | 1.41% | -550 | Timeline | ||
| MELIMERCADOLIBRE INC | 2,180 | $3.7M | 1.3% | +267 | Timeline | ||
| FDXFEDEX CORP | 10,050 | $3.15M | 1.11% | 0 | Timeline | ||
| XMESPDR SERIES TRUST | 28,065 | $3M | 1.06% | new | Timeline | ||
| EWCISHARES INC | 50,070 | $2.89M | 1.02% | -230 | Timeline | ||
| EWJISHARES INC | 29,410 | $2.74M | 0.97% | -45 | Timeline | ||
| MMACYS INC | 115,010 | $2.71M | 0.95% | 0 | Timeline | ||
| BACBANK OF AMER CORP | 44,400 | $2.53M | 0.89% | -5,500 | Timeline | ||
| BNDVANGUARD BD INDEX FDS | 31,980 | $2.35M | 0.83% | +4,425 | Timeline | ||
| AMZNAMAZON COM INC | 9,530 | $2.27M | 0.8% | 0 | Timeline | ||
| OXYOCCIDENTAL PETE CORP | 39,000 | $1.89M | 0.67% | 0 | Timeline | ||
| PFEPFIZER INC | 71,300 | $1.72M | 0.6% | +18,000 | Timeline | ||
| TFISPDR SERIES TRUST | 25,260 | $1.16M | 0.41% | +2,160 | Timeline | ||
| BSVVANGUARD BD INDEX FDS | 14,780 | $1.15M | 0.41% | +1,765 | Timeline | ||
| INDAISHARES TR | 16,885 | $834K | 0.29% | +10 | Timeline | ||
| DISDISNEY WALT CO | 7,850 | $756K | 0.27% | -6,750 | Timeline | ||
| BABAALIBABA GROUP HLDG LTD | 7,825 | $751K | 0.26% | -1,100 | Timeline | ||
| GOOGLALPHABET INC | 1,580 | $565K | 0.2% | 0 | Timeline | ||
| PSTPROSHARES TR | 24,240 | $552K | 0.19% | 0 | Timeline | ||
| WFCWELLS FARGO & CO | 6,300 | $521K | 0.18% | -2,500 | Timeline | ||
| MUBISHARES TR | 3,240 | $349K | 0.12% | +120 | Timeline | ||
| EEMVISHARES INC | 4,570 | $344K | 0.12% | 0 | Timeline | ||
| JPMJPMORGAN CHASE & CO | 1,000 | $327K | 0.12% | 0 | Timeline | ||
| KOCOCA COLA CO | 3,600 | $293K | 0.1% | 0 | Timeline | ||
| TSLATESLA INC | 660 | $278K | 0.1% | 0 | Timeline | ||
| XOMEXXON MOBIL CORP | 2,000 | $273K | 0.1% | +300 | Timeline | ||
| VGKVANGUARD INTL EQUITY INDEX F | 2,730 | $242K | 0.09% | 0 | Timeline | ||
| CVXCHEVRON CORPORATION | 1,440 | $239K | 0.08% | +250 | Timeline | ||
| VVISA INC | 640 | $220K | 0.08% | new | Timeline | ||
| OPKOPKO HEALTH INC | 19,500 | $29.2K | 0.01% | 0 | Timeline |
Sold out in Q2 2026
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| WMTWALMART INC | 3,000 | $373K | shares |
How Q2 2026 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001420506-26-001264 | base | 2026-07-21 | acceptance time not in the bulk data set |
Filings
Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.
| Filing | Subject | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001420506-26-001264 | Quarter ended 2026-06-30 | 2026-07-21 | acceptance time not in the bulk data set | |
| 13F-HR 0001420506-26-000753 | Quarter ended 2026-03-31 | 2026-04-27 | acceptance time not in the bulk data set | |
| 13F-HR 0001420506-26-000128 | Quarter ended 2025-12-31 | 2026-02-02 | acceptance time not in the bulk data set | |
| 13F-HR 0001420506-25-003075 | Quarter ended 2025-09-30 | 2025-11-12 | acceptance time not in the bulk data set | |
| 13F-HR 0001420506-25-001765 | Quarter ended 2025-06-30 | 2025-08-07 | acceptance time not in the bulk data set | |
| 13F-HR 0001420506-25-000943 | Quarter ended 2025-03-31 | 2025-05-09 | acceptance time not in the bulk data set | |
| 13F-HR 0001255435-25-000001 | Quarter ended 2024-12-31 | 2025-01-08 | acceptance time not in the bulk data set | |
| 13F-HR 0001255435-24-000011 | Quarter ended 2024-09-30 | 2024-10-16 | acceptance time not in the bulk data set | |
| 13F-HR 0001255435-24-000006 | Quarter ended 2024-06-30 | 2024-07-10 | acceptance time not in the bulk data set | |
| 13F-HR 0001255435-24-000004 | Quarter ended 2024-03-31 | 2024-04-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001255435-24-000001 | Quarter ended 2023-12-31 | 2024-01-29 | acceptance time not in the bulk data set | |
| 13F-HR 0001255435-23-000008 | Quarter ended 2023-09-30 | 2023-10-23 | acceptance time not in the bulk data set | |
| 13F-HR 0001255435-23-000007 | Quarter ended 2023-06-30 | 2023-07-24 | acceptance time not in the bulk data set | |
| 13F-HR 0001255435-23-000006 | Quarter ended 2023-03-31 | 2023-04-28 | acceptance time not in the bulk data set | |
| 13F-HR 0001255435-23-000003 | Quarter ended 2022-12-31 | 2023-01-30 | acceptance time not in the bulk data set | |
| 13F-HR 0001255435-22-000007 | Quarter ended 2022-09-30 | 2022-10-24 | acceptance time not in the bulk data set | |
| 13F-HR 0001255435-22-000006 | Quarter ended 2022-06-30 | 2022-07-20 | acceptance time not in the bulk data set | |
| 13F-HR 0001255435-22-000005 | Quarter ended 2022-03-31 | 2022-04-19 | acceptance time not in the bulk data set | |
| 13F-HR 0001255435-22-000001 | Quarter ended 2021-12-31 | 2022-01-27 | acceptance time not in the bulk data set | |
| 13F-HR 0001255435-21-000011 | Quarter ended 2021-09-30 | 2021-10-26 | acceptance time not in the bulk data set | |
| 13F-HR 0001255435-21-000010 | Quarter ended 2021-06-30 | 2021-07-12 | acceptance time not in the bulk data set | |
| 13F-HR 0001255435-21-000009 | Quarter ended 2021-03-31 | 2021-04-20 | acceptance time not in the bulk data set | |
| 13F-HR 0001255435-21-000003 | Quarter ended 2020-12-31 | 2021-01-20 | acceptance time not in the bulk data set | |
| 13F-HR 0001255435-20-000010 | Quarter ended 2020-06-30 | 2020-07-20 | acceptance time not in the bulk data set | |
| 13F-HR 0001255435-20-000007 | Quarter ended 2020-03-31 | 2020-04-27 | acceptance time not in the bulk data set | |
| 13F-HR 0001255435-20-000001 | Quarter ended 2019-12-31 | 2020-01-16 | acceptance time not in the bulk data set | |
| 13F-HR 0001255435-19-000008 | Quarter ended 2019-09-30 | 2019-10-11 | acceptance time not in the bulk data set | |
| 13F-HR 0001255435-19-000007 | Quarter ended 2019-06-30 | 2019-07-11 | acceptance time not in the bulk data set | |
| 13F-HR 0001255435-19-000004 | Quarter ended 2019-03-31 | 2019-04-02 | acceptance time not in the bulk data set | |
| 13F-HR 0001255435-19-000002 | Quarter ended 2018-12-31 | 2019-01-08 | acceptance time not in the bulk data set | |
| 13F-HR 0001255435-18-000018 | Quarter ended 2018-09-30 | 2018-10-04 | acceptance time not in the bulk data set | |
| 13F-HR 0001255435-18-000017 | Quarter ended 2018-06-30 | 2018-07-10 | acceptance time not in the bulk data set | |
| 13F-HR 0001255435-18-000010 | Quarter ended 2018-03-31 | 2018-04-16 | acceptance time not in the bulk data set | |
| 13F-HR 0001255435-18-000001 | Quarter ended 2017-12-31 | 2018-01-09 | acceptance time not in the bulk data set | |
| 13F-HR 0001255435-17-000014 | Quarter ended 2017-09-30 | 2017-10-10 | acceptance time not in the bulk data set | |
| 13F-HR 0001255435-17-000008 | Quarter ended 2017-06-30 | 2017-07-10 | acceptance time not in the bulk data set | |
| 13F-HR 0001255435-17-000006 | Quarter ended 2017-03-31 | 2017-04-04 | acceptance time not in the bulk data set | |
| 13F-HR 0001255435-17-000003 | Quarter ended 2016-12-31 | 2017-01-11 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001255435-16-000029 | Quarter ended 2016-09-30 | 2016-10-19 | acceptance time not in the bulk data set | |
| 13F-HR 0001255435-16-000028 | Quarter ended 2016-09-30 | 2016-10-18 | acceptance time not in the bulk data set | |
| 13F-HR 0001255435-16-000026 | Quarter ended 2016-06-30 | 2016-07-13 | acceptance time not in the bulk data set | |
| 13F-HR 0001255435-16-000023 | Quarter ended 2016-03-31 | 2016-04-11 | acceptance time not in the bulk data set | |
| 13F-HR 0001255435-16-000016 | Quarter ended 2015-12-31 | 2016-01-20 | acceptance time not in the bulk data set | |
| 13F-HR 0001255435-15-000011 | Quarter ended 2015-09-30 | 2015-10-08 | acceptance time not in the bulk data set | |
| 13F-HR 0001255435-15-000008 | Quarter ended 2015-06-30 | 2015-07-13 | acceptance time not in the bulk data set | |
| 13F-HR 0001255435-15-000005 | Quarter ended 2015-03-31 | 2015-04-10 | acceptance time not in the bulk data set | |
| 13F-HR 0001255435-15-000002 | Quarter ended 2014-12-31 | 2015-01-09 | acceptance time not in the bulk data set | |
| 13F-HR 0001255435-14-000015 | Quarter ended 2014-09-30 | 2014-10-06 | acceptance time not in the bulk data set | |
| 13F-HR 0001255435-14-000009 | Quarter ended 2014-06-30 | 2014-07-10 | acceptance time not in the bulk data set | |
| 13F-HR 0001255435-14-000005 | Quarter ended 2014-03-31 | 2014-04-21 | acceptance time not in the bulk data set | |
| 13F-HR 0001255435-14-000002 | Quarter ended 2013-12-31 | 2014-01-22 | acceptance time not in the bulk data set | |
| 13F-HR 0001255435-13-000008 | Quarter ended 2013-09-30 | 2013-10-21 | acceptance time not in the bulk data set | |
| 13F-HR 0001255435-13-000006 | Quarter ended 2013-06-30 | 2013-07-25 | acceptance time not in the bulk data set |