Cumberland Advisors Inc Portfolio Holdings

Cumberland Advisors Inc

  • $238 Million
  • Q2 2025

Cumberland Advisors Inc has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $238 Million distributed in 49 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 $54.6M, Spdr S&P Midcap 400 ETF Trust with a value of $25.3M, Spdr S&P Aerospace & Defense E with a value of $17M, Berkshire Hathaway Inc Class B with a value of $13.4M, and Ishares Msci Acwi Ex Us ETF with a value of $10.3M.

Examining the 13F form we can see an increase of $17.1M in the current position value, from $221M to 238M.

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

Portfolio value $238 Million
ETFs: $161 Million
Financial Services: $17.2 Million
Industrials: $14.9 Million
Technology: $13.9 Million
Communication Services: $11.7 Million
Consumer Cyclical: $11.3 Million
Basic Materials: $3.96 Million
Energy: $1.7 Million
Other: $2.25 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$63.6B
$6.14 Million 2.58% of portfolio
8,150
Q2 2025 Reduced 2.1%
$118B
$5.04 Million 2.12% of portfolio
1,930
Q3 2024 Added 3.76%
$60.2B
$3.96 Million 1.67% of portfolio
91,350
Q4 2024 Reduced 0.54%
$56.3B
$2.7 Million 1.14% of portfolio
8,250
Q2 2025 Reduced 3.51%
$60B
$2.31 Million 0.97% of portfolio
10,175
Q3 2024 Added 5.17%
$41.1B
$1.7 Million 0.72% of portfolio
40,500
Q2 2025 Reduced -0.0%
$138B
$1.67 Million 0.7% of portfolio
68,800
Q2 2025 Reduced 0.03%
$141B
$217,000 0.09% of portfolio
6,100
Q1 2025 Reduced 65.14%

Summary

  • Portfolio
  • No. of Stocks 49
  • Current Value $238 Million
  • Prior Value $221 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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