CUMBERLAND ADVISORS INC
CIK: 1255435SEC EDGAR →
Portfolio Value
$64.8B
Holdings
49
As of
Q2 2026
New Positions
2
Closed Positions
1
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 165,185 | $12.6B | 19.41% |
| 2 | VANGUARD INDEX FDS | 106,358 | $9.2B | 14.14% |
| 3 | SPDR SERIES TRUST | 123,140 | $7.5B | 11.59% |
| 4 | ISHARES TR | 131,470 | $6.5B | 10.03% |
| 5 | FREEPORT MCMORAN INC | 85,350 | $5.4B | 8.29% |
| 6 | ISHARES INC | 50,070 | $2.9B | 4.45% |
| 7 | ISHARES INC | 29,410 | $2.7B | 4.23% |
| 8 | MACYS INC | 115,010 | $2.7B | 4.18% |
| 9 | BANK OF AMER CORP | 44,400 | $2.5B | 3.91% |
| 10 | VANGUARD BD INDEX FDS | 31,980 | $2.3B | 3.62% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 26 | $51.2B | 79.0% |
| Basic Materials | 1 | $5.4B | 8.3% |
| Unknown | 3 | $2.7B | 4.2% |
| Energy | 3 | $1.9B | 2.9% |
| Healthcare | 2 | $1.7B | 2.7% |
| Communication Services | 4 | $767.0M | 1.2% |
| Consumer Cyclical | 3 | $753.6M | 1.2% |
| Consumer Defensive | 1 | $292.6M | 0.5% |
| Industrials | 4 | $26.7M | 0.0% |
| Technology | 2 | $13.6M | 0.0% |