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

Currently, CUMBERLAND ADVISORS INC holds 48 types of securities in its portfolio with a total value $255.5M. In the most recent quarter, they have increased their positions in SPY (+2.0K shares, valued at $1.3M), MDY (+860 shares, valued at $530.4K), BND (+4.2K shares, valued at $308.6K); decreased their positions in N/A (-5.2K shares, valued at $2.5M), XAR (-2.3K shares, valued at $572.7K), ACWX (-1.9K shares, valued at $132.1K); initiated new positions in CVX (+1.2K shares, valued at $246.2K).

1M P&L

+5.6M+2.18%

3M P&L

-34.9M-11.69%

HY P&L

-16.4M-5.86%

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/A176.8M

74.2%

2Software - Infrastructure7.9M

3.3%

3Farm & Heavy Construction Machinery6.7M

2.8%

Top Industries by Stock Count

1N/A21 stocks

46.7%

2Internet Retail3 stocks

6.7%

3Banks - Diversified3 stocks

6.7%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPY STATE STR SPDR S&P 500 ETF T90.0K shares2.29%2026-03-312026-04-27

MDY STATE STR SPDR S&P MIDCAP 4044.8K shares1.96%2026-03-312026-04-27

XAR SPDR SERIES TRUST73.7K shares-2.97%2026-03-312026-04-27

ACWX ISHARES TR165.9K shares-1.15%2026-03-312026-04-27

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL23.5K shares-18.18%2026-03-312026-04-27

IBB ISHARES TR63.8K shares-0.74%2026-03-312026-04-27

VUG VANGUARD INDEX FDS18.3K shares0.27%2026-03-312026-04-27

MSFT MICROSOFT CORP21.4K shares0.85%2026-03-312026-04-27

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IJR ISHARES TR60.7K shares-0.25%2026-03-312026-04-27

IHI ISHARES TR130.2K shares-0.19%2026-03-312026-04-27

KIE SPDR SERIES TRUST122.7K shares-0.19%2026-03-312026-04-27

CAT CATERPILLAR INC9.5K shares0.00%2026-03-312026-04-27

XLI SELECT SECTOR SPDR TR39.4K shares-0.62%2026-03-312026-04-27

URI UNITED RENTALS INC7.9K shares0.00%2026-03-312026-04-27

ALPHABET INC ALPHABET INC18.9K shares-0.53%2026-03-312026-04-27

FCX FREEPORT MCMORAN INC90.3K shares0.00%2026-03-312026-04-27

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AAPL APPLE INC18.9K shares0.00%2026-03-312026-04-27

CMI CUMMINS INC8.1K shares0.00%2026-03-312026-04-27

META META PLATFORMS INC7.6K shares0.00%2026-03-312026-04-27

FDX FEDEX CORP10.1K shares0.00%2026-03-312026-04-27

MELI MERCADOLIBRE INC1.9K shares0.00%2026-03-312026-04-27

EWC ISHARES INC50.3K shares-2.35%2026-03-312026-04-27

EWT ISHARES INC37.5K shares-3.50%2026-03-312026-04-27

OXY OCCIDENTAL PETE CORP39.0K shares0.00%2026-03-312026-04-27

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EWJ ISHARES INC29.5K shares-0.64%2026-03-312026-04-27

BAC BANK AMERICA CORP49.9K shares0.00%2026-03-312026-04-27

M MACYS INC115.0K shares0.00%2026-03-312026-04-27

BND VANGUARD BD INDEX FDS27.6K shares17.93%2026-03-312026-04-27

AMZN AMAZON COM INC9.5K shares0.00%2026-03-312026-04-27

PFE PFIZER INC53.3K shares9.22%2026-03-312026-04-27

DIS DISNEY WALT CO14.6K shares-6.41%2026-03-312026-04-27

BABA ALIBABA GROUP HLDG LTD8.9K shares0.00%2026-03-312026-04-27

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TFI SPDR SERIES TRUST23.1K shares-6.06%2026-03-312026-04-27

BSV VANGUARD BD INDEX FDS13.0K shares18.64%2026-03-312026-04-27

INDA ISHARES TR16.9K shares-0.88%2026-03-312026-04-27

WFC WELLS FARGO & CO8.8K shares0.00%2026-03-312026-04-27

PST PROSHARES TR24.2K shares0.00%2026-03-312026-04-27

ALPHABET INC ALPHABET INC1.6K shares0.00%2026-03-312026-04-27

WMT WALMART INC3.0K shares0.00%2026-03-312026-04-27

MUB ISHARES TR3.1K shares-4.15%2026-03-312026-04-27

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EEMV ISHARES INC4.6K shares0.00%2026-03-312026-04-27

JPM JPMORGAN CHASE & CO1.0K shares0.00%2026-03-312026-04-27

XOM EXXON MOBIL CORP1.7K shares0.00%2026-03-312026-04-27

KO COCA COLA CO3.6K shares-1.67%2026-03-312026-04-27

CVX CHEVRON CORPORATION1.2K sharesnew addition2026-03-312026-04-27

TSLA TESLA INC660 shares0.00%2026-03-312026-04-27

VGK VANGUARD INTL EQUITY INDEX F2.7K shares-1.09%2026-03-312026-04-27

OPK OPKO HEALTH INC19.5K shares0.00%2026-03-312026-04-27

Sponsored

SPY

STATE STR SPDR S&P 500 ETF T

2.29%

Shares90.0K

Event2026-03-31

Filed2026-04-27

MDY

STATE STR SPDR S&P MIDCAP 40

1.96%

Shares44.8K

Event2026-03-31

Filed2026-04-27

XAR

SPDR SERIES TRUST

-2.97%

Shares73.7K

Event2026-03-31

Filed2026-04-27

ACWX

ISHARES TR

-1.15%

Shares165.9K

Event2026-03-31

Filed2026-04-27

BERKSHIRE HATHAWAY INC DEL

-18.18%

Shares23.5K

Event2026-03-31

Filed2026-04-27

IBB

ISHARES TR

-0.74%

Shares63.8K

Event2026-03-31

Filed2026-04-27

VUG

VANGUARD INDEX FDS

0.27%

Shares18.3K

Event2026-03-31

Filed2026-04-27

MSFT

MICROSOFT CORP

0.85%

Shares21.4K

Event2026-03-31

Filed2026-04-27

IJR

ISHARES TR

-0.25%

Shares60.7K

Event2026-03-31

Filed2026-04-27

IHI

ISHARES TR

-0.19%

Shares130.2K

Event2026-03-31

Filed2026-04-27

KIE

SPDR SERIES TRUST

-0.19%

Shares122.7K

Event2026-03-31

Filed2026-04-27

CAT

CATERPILLAR INC

0.00%

Shares9.5K

Event2026-03-31

Filed2026-04-27

XLI

SELECT SECTOR SPDR TR

-0.62%

Shares39.4K

Event2026-03-31

Filed2026-04-27

URI

UNITED RENTALS INC

0.00%

Shares7.9K

Event2026-03-31

Filed2026-04-27

ALPHABET INC

-0.53%

Shares18.9K

Event2026-03-31

Filed2026-04-27

FCX

FREEPORT MCMORAN INC

0.00%

Shares90.3K

Event2026-03-31

Filed2026-04-27

AAPL

APPLE INC

0.00%

Shares18.9K

Event2026-03-31

Filed2026-04-27

CMI

CUMMINS INC

0.00%

Shares8.1K

Event2026-03-31

Filed2026-04-27