§ 13F · FUND PROFILE
CUMBERLAND ADVISORS INC.
AUM · $284M (13F)Positions · 49Turnover · n/a · Q2Filed · Jul 21, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 83K | $62M | 21.9% | −7% |
| 2 | MDY | STATE STR SPDR S&P MIDCAP 40 | 42K | $30M | 10.5% | −6% |
| 3 | XAR | SPDR SERIES TRUST | 73K | $21M | 7.3% | −2% |
| 4 | ACWX | ISHARES TR | 165K | $13M | 4.4% | ±0% |
| 5 | IBB | ISHARES TR | 64K | $12M | 4.3% | ±0% |
| 6 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 24K | $12M | 4.2% | +1% |
| 7 | CAT | CATERPILLAR INC | 9K | $9M | 3.2% | −9% |
| 8 | VUG | VANGUARD INDEX FDS | 106K | $9M | 3.2% | +483% |
| 9 | IJR | ISHARES TR | 60K | $9M | 3.2% | ±0% |
| 10 | URI | UNITED RENTALS INC | 8K | $9M | 3.0% | −4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CUMBERLAND SIGNAL
AC read
CUMBERLAND ADVISORS INC is a Other fund managing $284 million in assets. The fund runs a portfolio of 49 positions.
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