Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CUMBERLAND ADVISORS INC (CIK 1255435) reported $255.5M across 48 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($58.5M, 22.90%), MDY ($27.6M, 10.82%), XAR ($18.7M, 7.33%), ACWX ($11.4M, 4.44%), BRK/B ($11.3M, 4.40%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $58.5M | 22.90% | 89,953 | Added |
| 2 | MDY | STATE STR SPDR S&P MIDCAP 40 | $27.6M | 10.82% | 44,807 | Added |
| 3 | XAR | SPDR SERIES TRUST | $18.7M | 7.33% | 73,747 | Trimmed |
| 4 | ACWX | ISHARES TR | $11.4M | 4.44% | 165,855 | Trimmed |
| 5 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $11.3M | 4.40% | 23,481 | Trimmed |
| 6 | IBB | ISHARES TR | $10.8M | 4.21% | 63,758 | Trimmed |
| 7 | VUG | VANGUARD INDEX FDS | $8.0M | 3.12% | 18,253 | Added |
| 8 | MSFT | MICROSOFT CORP | $7.9M | 3.10% | 21,380 | Added |
| 9 | IJR | ISHARES TR | $7.5M | 2.95% | 60,720 | Trimmed |
| 10 | IHI | ISHARES TR | $6.9M | 2.72% | 130,230 | Trimmed |
| 11 | KIE | SPDR SERIES TRUST | $6.7M | 2.64% | 122,680 | Trimmed |
| 12 | CAT | CATERPILLAR INC | $6.7M | 2.63% | 9,500 | Hold |
| 13 | XLI | SELECT SECTOR SPDR TR | $6.4M | 2.49% | 39,361 | Trimmed |
| 14 | URI | UNITED RENTALS INC | $5.8M | 2.26% | 7,910 | Hold |
| 15 | GOOG | ALPHABET INC | $5.4M | 2.12% | 18,900 | Trimmed |
| 16 | FCX | FREEPORT MCMORAN INC | $5.3M | 2.08% | 90,350 | Hold |
| 17 | AAPL | APPLE INC | $4.8M | 1.88% | 18,880 | Hold |
| 18 | CMI | CUMMINS INC | $4.4M | 1.71% | 8,125 | Hold |
| 19 | META | META PLATFORMS INC | $4.3M | 1.70% | 7,600 | Hold |
| 20 | FDX | FEDEX CORP | $3.6M | 1.40% | 10,050 | Hold |
| 21 | MELI | MERCADOLIBRE INC | $3.3M | 1.29% | 1,913 | Hold |
| 22 | EWC | ISHARES INC | $2.8M | 1.08% | 50,300 | Trimmed |
| 23 | EWT | ISHARES INC | $2.7M | 1.04% | 37,470 | Trimmed |
| 24 | OXY | OCCIDENTAL PETE CORP | $2.5M | 0.99% | 39,000 | Hold |
| 25 | EWJ | ISHARES INC | $2.5M | 0.97% | 29,455 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31