Cumberland Advisors Inc
50 holdingsFiling period: 2026-06-30Current AUM: $280.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPY | State Str Spdr S&P 500 ETF T | 83.4K | $62.3M | $63.7M | 22.70% | -6,560 | 2026-06-30 |
| 2 | MDY | State Str Spdr S&P Midcap 40 | 42.3K | $29.8M | $28.1M | 10.01% | -2,500 | 2026-06-30 |
| 3 | XAR | Spdr Series Trust | 72.6K | $20.6M | $15.8M | 5.64% | -1,170 | 2026-06-30 |
| 4 | ACWX | iShares TR | 165.2K | $12.6M | $12.2M | 4.33% | -670 | 2026-06-30 |
| 5 | IBB | iShares TR | 64.0K | $12.2M | $13.4M | 4.78% | +260 | 2026-06-30 |
| 6 | BRK-B | Berkshire Hathaway Inc Del | 23.7K | $11.9M | $11.9M | 4.23% | +235 | 2026-06-30 |
| 7 | CAT | Caterpillar Inc | 8.6K | $9.2M | $6.1M | 2.17% | -860 | 2026-06-30 |
| 8 | VUG | Vanguard Index Fds | 106.4K | $9.2M | $9.3M | 3.30% | +88.1K | 2026-06-30 |
| 9 | IJR | iShares TR | 60.4K | $9.0M | $8.4M | 2.98% | -300 | 2026-06-30 |
| 10 | URI | United Rentals Inc | 7.6K | $8.6M | $8.5M | 3.01% | -300 | 2026-06-30 |
| 11 | MSFT | Microsoft Corp | 21.7K | $8.1M | $11.3M | 4.04% | +365 | 2026-06-30 |
| 12 | KIE | Spdr Series Trust | 123.1K | $7.5M | $7.9M | 2.83% | +460 | 2026-06-30 |
| 13 | XLI | Select Sector Spdr TR | 39.4K | $7.3M | $6.6M | 2.34% | +80 | 2026-06-30 |
| 14 | GOOG | Alphabet Inc | 18.6K | $6.6M | $6.0M | 2.13% | -300 | 2026-06-30 |
| 15 | IHI | iShares TR | 131.5K | $6.5M | $7.2M | 2.57% | +1.2K | 2026-06-30 |
| 16 | CMI | Cummins Inc | 8.0K | $5.7M | $4.1M | 1.48% | -150 | 2026-06-30 |
| 17 | AAPL | Apple Inc | 18.9K | $5.5M | $6.6M | 2.34% | -- | 2026-06-30 |
| 18 | FCX | Freeport McMoRan Inc | 85.3K | $5.4M | $5.5M | 1.96% | -5,000 | 2026-06-30 |
| 19 | META | Meta Platforms Inc | 7.6K | $4.3M | $4.9M | 1.76% | -- | 2026-06-30 |
| 20 | EWT | iShares Inc | 36.9K | $4.0M | $3.8M | 1.37% | -550 | 2026-06-30 |
| 21 | MELI | Mercadolibre Inc | 2.2K | $3.7M | $4.0M | 1.42% | +267 | 2026-06-30 |
| 22 | FDX | Fedex Corp | 10.1K | $3.1M | $3.1M | 1.09% | -- | 2026-06-30 |
| 23 | XME | Spdr Series Trust | 28.1K | $3.0M | $2.7M | 0.97% | -- | 2026-06-30 |
| 24 | EWC | iShares Inc | 50.1K | $2.9M | $3.1M | 1.09% | -230 | 2026-06-30 |
| 25 | EWJ | iShares Inc | 29.4K | $2.7M | $2.8M | 0.99% | -45 | 2026-06-30 |
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