CUMBERLAND ADVISORS INC
CIK: 0001255435SEC EDGAR →
Portfolio Value
$263.8M
Holdings
49
As of
Q4 2025
New Positions
0
Closed Positions
1
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | 87,943 | $60.0M | 22.73% |
| 2 | SPDR S&P MIDCAP 400 ETF TR | 43,947 | $26.5M | 10.05% |
| 3 | SPDR SERIES TRUST | 76,002 | $18.3M | 6.95% |
| 4 | BERKSHIRE HATHAWAY INC DEL | 28,699 | $14.4M | 5.47% |
| 5 | ISHARES TR | 167,785 | $11.3M | 4.27% |
| 6 | ISHARES TR | 64,233 | $10.8M | 4.11% |
| 7 | MICROSOFT CORP | 21,200 | $10.3M | 3.89% |
| 8 | VANGUARD INDEX FDS | 18,203 | $8.9M | 3.37% |
| 9 | ISHARES TR | 130,475 | $8.1M | 3.07% |
| 10 | SPDR SERIES TRUST | 122,910 | $7.4M | 2.80% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 25 | $182.5M | 69.2% |
| Unknown | 3 | $20.8M | 7.9% |
| Industrials | 4 | $18.9M | 7.2% |
| Technology | 2 | $15.4M | 5.8% |
| Communication Services | 4 | $13.2M | 5.0% |
| Consumer Cyclical | 4 | $4.7M | 1.8% |
| Basic Materials | 1 | $4.6M | 1.7% |
| Energy | 2 | $1.8M | 0.7% |
| Healthcare | 2 | $1.2M | 0.5% |
| Consumer Defensive | 2 | $589K | 0.2% |