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CIK: 0001255435
Total reported value
$283.8M
$283.8M
53 檔
43.1%
According to the latest 13F quarterly dataset, Cumberland Advisors Inc managed an equity portfolio of $283.8M at the end of Q2 2024, spanning 53 distinct U.S. exchange-listed positions.
During Q2 2024, Cumberland Advisors Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including SPY, MDY, XAR) accounted for 43.1% of total reported equity market value during Q2 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 19.61% | -0.96% | +6.37% | |
| 2 | MDY | State Street Spdr S&p Midcap | ETF-Other | 10.32% | -0.34% | +4.98% | |
| 3 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 9.01% | -0.07% | -4.91% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 6.35% | +0.21% | -40.24% | |
| 5 | XLE | Ss Energy Select Sector | ETF-Other | 4.79% | — | -3.18% | |
| 6 | IBB | Ishares Biotechnology ETF | ETF-Tech | 4.51% | +0.08% | -3.16% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.39% | -0.22% | -2.95% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 3.53% | -0.24% | -2.33% | |
| 9 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 3.45% | -0.01% | -1.77% | |
| 10 | IHI | Ishares U.s. Medical Devices | ETF-Other | 2.38% | -0.43% | -2.85% | |
| 11 | URI | United Rentals Inc | Stock-Industrials | 2.08% | +0.78% | -8.70% | |
| 12 | XLI | Ss Industrial Select Sector | ETF-Other | 1.81% | +0.08% | -1.46% | |
| 13 | VUG | Vanguard Growth ETF | ETF-Other | 1.76% | +0.11% | +37.70% | |
| 14 | FCX | Freeport-mcmoran Inc | Stock-Materials | 1.75% | -0.19% | -4.34% | |
| 15 | XME | Ss Spdr S&p Metals Mining | ETF-Other | 1.71% | +1.06% | NEW | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.69% | -0.19% | -5.75% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.57% | +0.04% | -6.67% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.44% | +0.20% | -4.96% | |
| 19 | CAT | Caterpillar Inc | Stock-Industrials | 1.34% | +0.61% | — | |
| 20 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 1.25% | +0.01% | -3.63% | |
| 21 | FDX | Fedex CORP | Stock-Industrials | 1.19% | -0.29% | -4.91% | |
| 22 | OXY | Occidental Petroleum CORP | Stock-Energy | 1.02% | -0.32% | -4.82% | |
| 23 | EWT | Ishares Msci Taiwan ETF | ETF-Other | 0.94% | +0.37% | -1.65% | |
| 24 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.93% | — | -2.15% | |
| 25 | M | Macy's, Inc. | Stock-Consumer Disc | 0.92% | +0.14% | +0.86% | |
| 26 | INDA | Ishares Msci India ETF | ETF-Other | 0.92% | -0.02% | -1.20% | |
| 27 | CMI | Cummins Inc | Stock-Industrials | 0.91% | +0.29% | -5.85% | |
| 28 | EWC | Ishares Msci Canada ETF | ETF-Other | 0.89% | -0.06% | -1.94% | |
| 29 | BAC | Bank Of America CORP | Stock-Financials | 0.77% | -0.06% | -9.06% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.72% | +0.02% | -6.20% | |
| 31 | ILF | Ishares Latin America 40 ETF | ETF-Other | 0.69% | — | -1.13% | |
| 32 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.62% | -0.28% | +7.02% | |
| 33 | MAT | Mattel Inc | Stock-Consumer Disc | 0.62% | — | -3.63% | |
| 34 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 0.57% | — | -1.48% | |
| 35 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.38% | — | +6.26% | |
| 36 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.34% | -0.18% | +10.93% | |
| 37 | PST | Proshares Ultrashort 7-10 Yr | ETF-Other | 0.34% | -0.02% | — | |
| 38 | BND | Vanguard Total Bond Market | ETF-Other | 0.32% | +0.04% | +127.09% | |
| 39 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.28% | — | -5.41% | |
| 40 | WFC | Wells Fargo & Co | Stock-Financials | 0.27% | -0.09% | — | |
| 41 | PFF | Ishares Preferred & Income S | ETF-Other | 0.26% | — | — | |
| 42 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.26% | +0.01% | -27.56% | |
| 43 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.13% | — | -6.65% | |
| 44 | MUB | Ishares National Muni Bond E | ETF-Other | 0.13% | -0.01% | +5.45% | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.13% | — | -90.95% | |
| 46 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.12% | +0.02% | — | |
| 47 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 0.11% | — | -5.87% | |
| 48 | LYB | LyondellBasell Industries N.V. | Stock-Materials | 0.11% | — | -47.17% | |
| 49 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.10% | -0.01% | — | |
| 50 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.09% | — | -7.22% |
According to official SEC Form 13F filings, Cumberland Advisors Inc reported a total U.S. public equity portfolio value of $283.8M across 53 disclosed positions in Q2 2024.
During Q2 2024, Cumberland Advisors Inc's top holdings by market value included SPY (19.6%)、MDY (10.3%)、XAR (9.0%). The largest single position, SPY, represented 19.6% of total portfolio value.
In Q2 2024, Cumberland Advisors Inc made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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