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The Analysis of CUMBERLAND ADVISORS INC's Holdings & P&L

Currently, CUMBERLAND ADVISORS INC holds 49 types of securities in its portfolio with a total value $283.8M. In the most recent quarter, they have increased their positions in VUG (+88.1K shares, valued at $7.6M), XME (+28.1K shares, valued at $3.0M), MELI (+267 shares, valued at $453.2K); decreased their positions in N/A (-6.6K shares, valued at $4.9M), MDY (-2.5K shares, valued at $1.8M), CAT (-860 shares, valued at $915.8K); initiated new positions in XME (+28.1K shares, valued at $3.0M), N/A (+640 shares, valued at $219.6K).

1M P&L

-3.4M-1.59%

3M P&L

+7.7M+3.79%

HY P&L

-22.7M-9.71%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A134.2M

63.8%

2Insurance - Diversified11.9M

5.6%

3Farm & Heavy Construction Machinery9.2M

4.4%

Top Industries by Stock Count

1N/A21 stocks

50.0%

2Internet Content & Information2 stocks

4.8%

3Internet Retail2 stocks

4.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T83.4K shares-7.29%2026-06-302026-07-21

MDY STATE STR SPDR S&P MIDCAP 4042.3K shares-5.58%2026-06-302026-07-21

XAR SPDR SERIES TRUST72.6K shares-1.59%2026-06-302026-07-21

ACWX ISHARES TR165.2K shares-0.40%2026-06-302026-07-21

IBB ISHARES TR64.0K shares0.41%2026-06-302026-07-21

BRK.B BERKSHIRE HATHAWAY INC DEL23.7K shares1.00%2026-06-302026-07-21

CAT CATERPILLAR INC8.6K shares-9.05%2026-06-302026-07-21

VUG VANGUARD INDEX FDS106.4K shares482.69%2026-06-302026-07-21

Sponsored

IJR ISHARES TR60.4K shares-0.49%2026-06-302026-07-21

URI UNITED RENTALS INC7.6K shares-3.79%2026-06-302026-07-21

MSFT MICROSOFT CORP21.7K shares1.71%2026-06-302026-07-21

KIE SPDR SERIES TRUST123.1K shares0.37%2026-06-302026-07-21

XLI SELECT SECTOR SPDR TR39.4K shares0.20%2026-06-302026-07-21

GOOG ALPHABET INC18.6K shares-1.59%2026-06-302026-07-21

IHI ISHARES TR131.5K shares0.95%2026-06-302026-07-21

CMI CUMMINS INC8.0K shares-1.85%2026-06-302026-07-21

Sponsored

AAPL APPLE INC18.9K shares0.00%2026-06-302026-07-21

FREEPORT MCMORAN INC FREEPORT MCMORAN INC85.3K shares-5.53%2026-06-302026-07-21

META PLATFORMS INC META PLATFORMS INC7.6K shares0.00%2026-06-302026-07-21

EWT ISHARES INC36.9K shares-1.47%2026-06-302026-07-21

MELI MERCADOLIBRE INC2.2K shares13.96%2026-06-302026-07-21

FDX FEDEX CORP10.1K shares0.00%2026-06-302026-07-21

XME SPDR SERIES TRUST28.1K sharesnew addition2026-06-302026-07-21

EWC ISHARES INC50.1K shares-0.46%2026-06-302026-07-21

Sponsored

EWJ ISHARES INC29.4K shares-0.15%2026-06-302026-07-21

M MACYS INC115.0K shares0.00%2026-06-302026-07-21

BAC BANK OF AMER CORP44.4K shares-11.02%2026-06-302026-07-21

BND VANGUARD BD INDEX FDS32.0K shares16.06%2026-06-302026-07-21

AMZN AMAZON COM INC9.5K shares0.00%2026-06-302026-07-21

OXY OCCIDENTAL PETE CORP39.0K shares0.00%2026-06-302026-07-21

PFE PFIZER INC71.3K shares33.77%2026-06-302026-07-21

TFI SPDR SERIES TRUST25.3K shares9.35%2026-06-302026-07-21

Sponsored

BSV VANGUARD BD INDEX FDS14.8K shares13.56%2026-06-302026-07-21

INDA ISHARES TR16.9K shares0.06%2026-06-302026-07-21

DIS DISNEY WALT CO7.8K shares-46.23%2026-06-302026-07-21

ALIBABA GROUP HLDG LTD ALIBABA GROUP HLDG LTD7.8K shares-12.32%2026-06-302026-07-21

GOOGL ALPHABET INC1.6K shares0.00%2026-06-302026-07-21

PST PROSHARES TR24.2K shares0.00%2026-06-302026-07-21

WFC WELLS FARGO & CO6.3K shares-28.41%2026-06-302026-07-21

MUB ISHARES TR3.2K shares3.85%2026-06-302026-07-21

Sponsored

EEMV ISHARES INC4.6K shares0.00%2026-06-302026-07-21

JPMORGAN CHASE & CO JPMORGAN CHASE & CO1.0K shares0.00%2026-06-302026-07-21

KO COCA COLA CO3.6K shares0.00%2026-06-302026-07-21

TSLA TESLA INC660 shares0.00%2026-06-302026-07-21

EXXON MOBIL CORP EXXON MOBIL CORP2.0K shares17.65%2026-06-302026-07-21

VGK VANGUARD INTL EQUITY INDEX F2.7K shares0.00%2026-06-302026-07-21

CVX CHEVRON CORPORATION1.4K shares21.01%2026-06-302026-07-21

VISA INC VISA INC640 sharesnew addition2026-06-302026-07-21

Sponsored

OPK OPKO HEALTH INC19.5K shares0.00%2026-06-302026-07-21

STATE STR SPDR S&P 500 ETF T

-7.29%

Shares83.4K

Event2026-06-30

Filed2026-07-21

MDY

STATE STR SPDR S&P MIDCAP 40

-5.58%

Shares42.3K

Event2026-06-30

Filed2026-07-21

XAR

SPDR SERIES TRUST

-1.59%

Shares72.6K

Event2026-06-30

Filed2026-07-21

ACWX

ISHARES TR

-0.40%

Shares165.2K

Event2026-06-30

Filed2026-07-21

IBB

ISHARES TR

0.41%

Shares64.0K

Event2026-06-30

Filed2026-07-21

BRK.B

BERKSHIRE HATHAWAY INC DEL

1.00%

Shares23.7K

Event2026-06-30

Filed2026-07-21

CAT

CATERPILLAR INC

-9.05%

Shares8.6K

Event2026-06-30

Filed2026-07-21

VUG

VANGUARD INDEX FDS

482.69%

Shares106.4K

Event2026-06-30

Filed2026-07-21

IJR

ISHARES TR

-0.49%

Shares60.4K

Event2026-06-30

Filed2026-07-21

URI

UNITED RENTALS INC

-3.79%

Shares7.6K

Event2026-06-30

Filed2026-07-21

MSFT

MICROSOFT CORP

1.71%

Shares21.7K

Event2026-06-30

Filed2026-07-21

KIE

SPDR SERIES TRUST

0.37%

Shares123.1K

Event2026-06-30

Filed2026-07-21

XLI

SELECT SECTOR SPDR TR

0.20%

Shares39.4K

Event2026-06-30

Filed2026-07-21

GOOG

ALPHABET INC

-1.59%

Shares18.6K

Event2026-06-30

Filed2026-07-21

IHI

ISHARES TR

0.95%

Shares131.5K

Event2026-06-30

Filed2026-07-21

CMI

CUMMINS INC

-1.85%

Shares8.0K

Event2026-06-30

Filed2026-07-21

AAPL

APPLE INC

0.00%

Shares18.9K

Event2026-06-30

Filed2026-07-21

FREEPORT MCMORAN INC

-5.53%

Shares85.3K

Event2026-06-30

Filed2026-07-21

META PLATFORMS INC

0.00%

Shares7.6K

Event2026-06-30

Filed2026-07-21

EWT

ISHARES INC

-1.47%

Shares36.9K

Event2026-06-30

Filed2026-07-21

MELI

MERCADOLIBRE INC

13.96%

Shares2.2K

Event2026-06-30

Filed2026-07-21

FDX

FEDEX CORP

0.00%

Shares10.1K

Event2026-06-30

Filed2026-07-21

XME

SPDR SERIES TRUST

New

Shares28.1K

Event2026-06-30

Filed2026-07-21

EWC

ISHARES INC

-0.46%

Shares50.1K

Event2026-06-30

Filed2026-07-21

EWJ

ISHARES INC

-0.15%

Shares29.4K

Event2026-06-30

Filed2026-07-21

MACYS INC

0.00%

Shares115.0K

Event2026-06-30

Filed2026-07-21

BAC

BANK OF AMER CORP

-11.02%

Shares44.4K

Event2026-06-30

Filed2026-07-21

BND

VANGUARD BD INDEX FDS

16.06%

Shares32.0K

Event2026-06-30

Filed2026-07-21

AMZN

AMAZON COM INC

0.00%

Shares9.5K

Event2026-06-30

Filed2026-07-21

OXY

OCCIDENTAL PETE CORP

0.00%

Shares39.0K

Event2026-06-30

Filed2026-07-21

PFE

PFIZER INC

33.77%

Shares71.3K

Event2026-06-30

Filed2026-07-21

TFI

SPDR SERIES TRUST

9.35%

Shares25.3K

Event2026-06-30

Filed2026-07-21

BSV

VANGUARD BD INDEX FDS

13.56%

Shares14.8K

Event2026-06-30

Filed2026-07-21

INDA

ISHARES TR

0.06%

Shares16.9K

Event2026-06-30

Filed2026-07-21

DIS

DISNEY WALT CO

-46.23%

Shares7.8K

Event2026-06-30

Filed2026-07-21

ALIBABA GROUP HLDG LTD

-12.32%

Shares7.8K

Event2026-06-30

Filed2026-07-21

GOOGL

ALPHABET INC

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-21

PST

PROSHARES TR

0.00%

Shares24.2K

Event2026-06-30

Filed2026-07-21

WFC

WELLS FARGO & CO

-28.41%

Shares6.3K

Event2026-06-30

Filed2026-07-21

MUB

ISHARES TR

3.85%

Shares3.2K

Event2026-06-30

Filed2026-07-21

EEMV

ISHARES INC

0.00%

Shares4.6K

Event2026-06-30

Filed2026-07-21

JPMORGAN CHASE & CO

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-21

COCA COLA CO

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-21

TSLA

TESLA INC

0.00%

Shares660

Event2026-06-30

Filed2026-07-21

EXXON MOBIL CORP

17.65%

Shares2.0K

Event2026-06-30

Filed2026-07-21

VGK

VANGUARD INTL EQUITY INDEX F

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-21

CVX

CHEVRON CORPORATION

21.01%

Shares1.4K

Event2026-06-30

Filed2026-07-21

VISA INC

New

Shares640

Event2026-06-30

Filed2026-07-21

OPK

OPKO HEALTH INC

0.00%

Shares19.5K

Event2026-06-30

Filed2026-07-21

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available