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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.42B
$2.07 Million 0.8% of portfolio
115,510
Q1 2025 Reduced 1.7%
$6.83B
$1.33 Million 0.51% of portfolio
79,000
Q3 2025 Reduced 1.25%

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
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