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CIK: 0001255435
Total reported value
$283.8M
$283.8M
49 檔
40.9%
As reported in its official Q1 2025 Form 13F filing, Cumberland Advisors Inc's tracked investment portfolio stood at $283.8M with 49 total positions.
In Q1 2025, Cumberland Advisors Inc displayed an active expansion posture, initiating 49 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | 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 | 22.00% | -0.96% | -2.77% | |
| 2 | MDY | State Street Spdr S&p Midcap | ETF-Other | 11.71% | -0.34% | -2.11% | |
| 3 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 8.10% | -0.07% | -23.02% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 6.62% | -0.22% | -0.23% | |
| 5 | IBB | Ishares Biotechnology ETF | ETF-Tech | 4.26% | +0.08% | -0.85% | |
| 6 | IHI | Ishares U.s. Medical Devices | ETF-Other | 3.93% | -0.43% | +44.66% | |
| 7 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 3.75% | -0.01% | +0.83% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 3.40% | -0.24% | — | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.21% | +0.21% | -50.67% | |
| 10 | VUG | Vanguard Growth ETF | ETF-Other | 2.63% | +0.11% | +0.31% | |
| 11 | URI | United Rentals Inc | Stock-Industrials | 2.37% | +0.78% | -0.60% | |
| 12 | XLI | Ss Industrial Select Sector | ETF-Other | 2.25% | +0.08% | -0.08% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.08% | -0.19% | -5.75% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.95% | +0.04% | -0.42% | |
| 15 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 1.71% | +0.01% | — | |
| 16 | FCX | Freeport-mcmoran Inc | Stock-Materials | 1.57% | -0.19% | — | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.43% | +0.20% | +0.15% | |
| 18 | CAT | Caterpillar Inc | Stock-Industrials | 1.43% | +0.61% | -3.02% | |
| 19 | CMI | Cummins Inc | Stock-Industrials | 1.21% | +0.29% | — | |
| 20 | FDX | Fedex CORP | Stock-Industrials | 1.12% | -0.29% | — | |
| 21 | EWC | Ishares Msci Canada ETF | ETF-Other | 0.99% | -0.06% | -1.72% | |
| 22 | BAC | Bank Of America CORP | Stock-Financials | 0.97% | -0.06% | +0.08% | |
| 23 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.96% | — | — | |
| 24 | OXY | Occidental Petroleum CORP | Stock-Energy | 0.91% | -0.32% | +5.20% | |
| 25 | INDA | Ishares Msci India ETF | ETF-Other | 0.88% | -0.02% | — | |
| 26 | EWT | Ishares Msci Taiwan ETF | ETF-Other | 0.85% | +0.37% | — | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.84% | +0.02% | +0.39% | |
| 28 | PFE | Pfizer Inc | Stock-Healthcare | 0.79% | +0.01% | — | |
| 29 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.73% | -0.28% | +0.05% | |
| 30 | MAT | Mattel Inc | Stock-Consumer Disc | 0.72% | — | — | |
| 31 | M | Macy's, Inc. | Stock-Consumer Disc | 0.66% | +0.14% | -1.70% | |
| 32 | BND | Vanguard Total Bond Market | ETF-Other | 0.63% | +0.04% | +45.35% | |
| 33 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.55% | -0.18% | -13.18% | |
| 34 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.49% | — | +2.26% | |
| 35 | WFC | Wells Fargo & Co | Stock-Financials | 0.35% | -0.09% | +0.19% | |
| 36 | PST | Proshares Ultrashort 7-10 Yr | ETF-Other | 0.34% | -0.02% | — | |
| 37 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.33% | +0.01% | -1.85% | |
| 38 | MUB | Ishares National Muni Bond E | ETF-Other | 0.16% | -0.01% | +1.87% | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.15% | — | +1.26% | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.12% | -0.15% | EXIT | |
| 41 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.12% | -0.01% | +0.30% | |
| 42 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 0.11% | — | -0.47% | |
| 43 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.11% | +0.02% | +0.44% | |
| 44 | V | Visa Inc-class A Shares | Stock-Financials | 0.10% | +0.08% | NEW | |
| 45 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.10% | — | -65.14% | |
| 46 | CVX | Chevron CORP | Stock-Energy | 0.10% | -0.02% | — | |
| 47 | XOM | Exxon Mobil CORP | Stock-Energy | 0.09% | -0.01% | — | |
| 48 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.09% | — | -34.84% | |
| 49 | OPK | Opko Health Inc | Stock-Other | 0.01% | — | — |
According to official SEC Form 13F filings, Cumberland Advisors Inc reported a total U.S. public equity portfolio value of $283.8M across 49 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, MDY, XAR) accounted for 40.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
SPY
市值: $48.5M
During Q1 2025, Cumberland Advisors Inc's top holdings by market value included SPY (22.0%)、MDY (11.7%)、XAR (8.1%). The largest single position, SPY, represented 22.0% of total portfolio value.
In Q1 2025, Cumberland Advisors Inc made 49 total portfolio adjustments, initiating 49 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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