Cumberland Advisors Inc Portfolio Holdings

Cumberland Advisors Inc

  • $260 Million
  • Q3 2025

Cumberland Advisors Inc has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $260 Million distributed in 48 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $60.6M, Spdr S&P Midcap 400 ETF Trust with a value of $26.4M, Spdr S&P Aerospace & Defense E with a value of $18.6M, Berkshire Hathaway Inc Class B with a value of $14.1M, and Ishares Msci Acwi Ex Us ETF with a value of $11.1M.

Examining the 13F form we can see an increase of $22.8M in the current position value, from $238M to 260M.

Below you can find more details about Cumberland Advisors Inc portfolio as well as his latest detailed transactions.

Portfolio value $260 Million
ETFs: $176 Million
Industrials: $18.2 Million
Financial Services: $18 Million
Technology: $15.2 Million
Communication Services: $13 Million
Consumer Cyclical: $12.2 Million
Basic Materials: $3.58 Million
Energy: $1.87 Million
Other: $2.23 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$60.6 Million 23.24% of portfolio
90,893
Q3 2025 Added 2.92%
$0
$26.4 Million 10.14% of portfolio
44,302
Q3 2025 Reduced 0.89%
$0
$18.6 Million 7.15% of portfolio
79,297
Q3 2025 Reduced 1.73%
$662B
$14.1 Million 5.42% of portfolio
28,069
Q3 2025 Added 1.79%
$0
$11.1 Million 4.26% of portfolio
170,695
Q3 2025 Added 0.73%
$3.78T
$10.3 Million 3.97% of portfolio
19,945
Q3 2025 Added 0.1%
$0
$9.44 Million 3.62% of portfolio
65,398
Q3 2025 Reduced 0.79%
$0
$7.87 Million 3.02% of portfolio
130,950
Q3 2025 Reduced 0.01%
$55.9B
$7.74 Million 2.97% of portfolio
8,110
Q3 2025 Reduced 0.49%
$0
$7.34 Million 2.82% of portfolio
123,690
Q3 2025 Added 89.33%
$0
$7.29 Million 2.8% of portfolio
61,315
Q3 2025 Reduced 0.09%
$0
$7.11 Million 2.73% of portfolio
14,818
Q3 2025 Reduced 5.36%
$0
$5.97 Million 2.29% of portfolio
38,731
Q3 2025 Added 1.37%
$1.37T
$5.65 Million 2.17% of portfolio
7,700
Q2 2025 Reduced 3.31%
$1.74T
$4.91 Million 1.88% of portfolio
20,150
Q2 2025 Reduced 0.15%
$4.3T
$4.89 Million 1.88% of portfolio
19,205
Q3 2025 Reduced 0.12%
$103B
$4.51 Million 1.73% of portfolio
1,930
Q3 2024 Added 3.76%
$57.4B
$3.58 Million 1.38% of portfolio
91,350
Q4 2024 Reduced 0.54%
$65.2B
$3.48 Million 1.34% of portfolio
8,250
Q2 2025 Reduced 3.51%
$0
$2.71 Million 1.04% of portfolio
53,560
Q3 2025 Reduced 0.17%
$413B
$2.64 Million 1.01% of portfolio
51,200
Q2 2025 Reduced 0.08%
$0
$2.54 Million 0.97% of portfolio
39,915
Q3 2025 Added 0.15%
$0
$2.47 Million 0.95% of portfolio
30,745
Q3 2025 Reduced 0.11%
$68.9B
$2.4 Million 0.92% of portfolio
10,175
Q3 2024 Added 5.17%
$2.39T
$2.17 Million 0.83% of portfolio
9,880
Q3 2025 Added 2.07%
$5.42B
$2.07 Million 0.8% of portfolio
115,510
Q1 2025 Reduced 1.7%
$0
$1.98 Million 0.76% of portfolio
38,085
Q3 2025 Added 0.82%
$39.8B
$1.87 Million 0.72% of portfolio
39,500
Q3 2025 Reduced 2.47%
$193B
$1.81 Million 0.7% of portfolio
15,850
Q2 2025 Reduced 2.51%
$418B
$1.63 Million 0.63% of portfolio
9,125
Q3 2025 Reduced 1.08%
$141B
$1.65 Million 0.63% of portfolio
64,800
Q3 2025 Reduced 5.81%
$0
$1.56 Million 0.6% of portfolio
20,985
Q3 2025 Added 4.48%
$6.83B
$1.33 Million 0.51% of portfolio
79,000
Q3 2025 Reduced 1.25%
$0
$1.07 Million 0.41% of portfolio
23,460
Q3 2025 Added 8.49%
$0
$794,000 0.3% of portfolio
10,070
Q3 2025 Added 4.35%
$317B
$737,000 0.28% of portfolio
8,800
Q3 2025 Reduced 18.52%
$1.65T
$602,000 0.23% of portfolio
2,480
Q3 2025 Added 56.96%
$0
$536,000 0.21% of portfolio
24,240
Q3 2025 Reduced 26.55%
$1.29T
$493,000 0.19% of portfolio
1,110
Q3 2025 Added 68.18%
$0
$329,000 0.13% of portfolio
3,095
Q3 2025 Added 7.09%
$0
$304,000 0.12% of portfolio
4,770
Q3 2025 Added 11.71%
$279B
$309,000 0.12% of portfolio
3,000
Q3 2025 Reduced 2.25%
$881B
$315,000 0.12% of portfolio
1,000
Q2 2025 Reduced 26.85%
$306B
$242,000 0.09% of portfolio
3,661
Q2 2025 Reduced 0.3%
$0
$231,000 0.09% of portfolio
2,900
Q3 2025 Added 0.69%
$533B
$218,000 0.08% of portfolio
640
Q2 2025 Reduced 1.54%
$988M
$30,000 0.01% of portfolio
19,500
Q4 2018 New

Summary

  • Portfolio
  • No. of Stocks 48
  • Current Value $260 Million
  • Prior Value $238 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
Track This Portfolio

Track Cumberland Advisors Inc Portfolio

Follow Cumberland Advisors Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cumberland Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Cumberland Advisors Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email