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CIK: 0001255435
Total reported value
$283.8M
$283.8M
49 檔
42.5%
In Q2 2025, Cumberland Advisors Inc's U.S. equity holdings reached a combined market value of $283.8M, distributed across 49 disclosed stock positions.
In Q2 2025, Cumberland Advisors Inc adopted a defensive or profit-taking posture, trimming 27 positions and completely liquidating 2 holdings to manage risk exposure.
| # | 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 | 22.96% | -0.96% | +1.81% | |
| 2 | MDY | State Street Spdr S&p Midcap | ETF-Other | 10.65% | -0.34% | -7.71% | |
| 3 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 7.16% | -0.07% | -27.40% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 5.64% | -0.22% | +0.64% | |
| 5 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 4.34% | -0.01% | +13.61% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 4.17% | -0.24% | -0.30% | |
| 7 | IBB | Ishares Biotechnology ETF | ETF-Tech | 3.51% | +0.08% | -10.25% | |
| 8 | IHI | Ishares U.s. Medical Devices | ETF-Other | 3.45% | -0.43% | -8.96% | |
| 9 | VUG | Vanguard Growth ETF | ETF-Other | 2.89% | +0.11% | -0.10% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.82% | +0.21% | -9.22% | |
| 11 | URI | United Rentals Inc | Stock-Industrials | 2.58% | +0.78% | -2.10% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.39% | -0.19% | -3.31% | |
| 13 | XLI | Ss Industrial Select Sector | ETF-Other | 2.37% | +0.08% | +0.83% | |
| 14 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 2.12% | +0.01% | — | |
| 15 | FCX | Freeport-mcmoran Inc | Stock-Materials | 1.67% | -0.19% | — | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.66% | +0.04% | -0.92% | |
| 17 | KIE | Ss Spdr S&p Insurance ETF | ETF-Other | 1.64% | +0.01% | — | |
| 18 | CAT | Caterpillar Inc | Stock-Industrials | 1.56% | +0.61% | -0.03% | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.50% | +0.20% | -0.15% | |
| 20 | CMI | Cummins Inc | Stock-Industrials | 1.14% | +0.29% | -3.51% | |
| 21 | EWC | Ishares Msci Canada ETF | ETF-Other | 1.04% | -0.06% | +0.15% | |
| 22 | BAC | Bank Of America CORP | Stock-Financials | 1.02% | -0.06% | -0.08% | |
| 23 | FDX | Fedex CORP | Stock-Industrials | 0.97% | -0.29% | — | |
| 24 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.97% | — | -0.48% | |
| 25 | EWT | Ishares Msci Taiwan ETF | ETF-Other | 0.96% | +0.37% | +0.39% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.89% | +0.02% | -0.39% | |
| 27 | INDA | Ishares Msci India ETF | ETF-Other | 0.88% | -0.02% | +0.25% | |
| 28 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.83% | -0.28% | -2.51% | |
| 29 | OXY | Occidental Petroleum CORP | Stock-Energy | 0.72% | -0.32% | -0.00% | |
| 30 | PFE | Pfizer Inc | Stock-Healthcare | 0.70% | +0.01% | -0.03% | |
| 31 | MAT | Mattel Inc | Stock-Consumer Disc | 0.66% | — | -2.20% | |
| 32 | BND | Vanguard Total Bond Market | ETF-Other | 0.62% | +0.04% | +5.68% | |
| 33 | M | Macy's, Inc. | Stock-Consumer Disc | 0.57% | +0.14% | — | |
| 34 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.44% | -0.18% | — | |
| 35 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.41% | — | -9.91% | |
| 36 | WFC | Wells Fargo & Co | Stock-Financials | 0.36% | -0.09% | -0.19% | |
| 37 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.32% | +0.01% | +4.21% | |
| 38 | PST | Proshares Ultrashort 7-10 Yr | ETF-Other | 0.31% | -0.02% | — | |
| 39 | MUB | Ishares National Muni Bond E | ETF-Other | 0.13% | -0.01% | -11.49% | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.13% | -0.15% | EXIT | |
| 41 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.12% | — | -26.85% | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.12% | +0.02% | -0.44% | |
| 43 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 0.11% | — | — | |
| 44 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.11% | -0.01% | -0.30% | |
| 45 | V | Visa Inc-class A Shares | Stock-Financials | 0.10% | +0.08% | NEW | |
| 46 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.09% | — | — | |
| 47 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.09% | — | — | |
| 48 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.09% | — | — | |
| 49 | OPK | Opko Health Inc | Stock-Other | 0.01% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | KIE | Ss Spdr S&p Insurance ETF | +1.6% | NEW | New buy |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1% | +1.81% | Add |
| 3 | MSFT | Microsoft CORP | +0.8% | -0.30% | Trim |
| 4 | ACWX | Ishares Msci Acwi Ex US ETF | +0.6% | +13.61% | Add |
| 5 | MELI | Mercadolibre Inc | +0.4% | — | Unchanged |
| 6 | META | Meta Platforms Inc-class A | +0.3% | -3.31% | Trim |
| 7 | VUG | Vanguard Growth ETF | +0.3% | -0.10% | Trim |
| 8 | URI | United Rentals Inc | +0.2% | -2.10% | Trim |
| 9 | CAT | Caterpillar Inc | +0.1% | -0.03% | Trim |
| 10 | XLI | Ss Industrial Select Sector | +0.1% | +0.83% | Add |
| 11 | EWT | Ishares Msci Taiwan ETF | +0.1% | +0.39% | Add |
| 12 | FCX | Freeport-mcmoran Inc | +0.1% | — | Unchanged |
| 13 | DIS | Walt Disney Co/the | +0.1% | -2.51% | Trim |
| 14 | TSLA | Tesla Inc | +0.1% | NEW | New buy |
| 15 | GOOG | Alphabet Inc-cl C | +0.1% | -0.15% | Trim |
| 16 | EWC | Ishares Msci Canada ETF | +0.1% | +0.15% | Add |
| 17 | BAC | Bank Of America CORP | +0.1% | -0.08% | Trim |
| 18 | AMZN | Amazon.com Inc | +0.1% | -0.39% | Trim |
| 19 | EWJ | Ishares Msci Japan ETF | 0% | -0.48% | Trim |
| 20 | WFC | Wells Fargo & Co | 0% | -0.19% | Trim |
| 21 | GOOGL | Alphabet Inc-cl A | 0% | -0.44% | Trim |
| 22 | WMT | Walmart Inc | 0% | -0.49% | Trim |
| 23 | INDA | Ishares Msci India ETF | — | +0.25% | Add |
| 24 | VGK | Vanguard Ftse Europe ETF | — | — | Unchanged |
| 25 | EEMV | Ishares Msci Emg Mkt Min Vol | — | — | Unchanged |
| 26 | OPK | Opko Health Inc | — | — | Unchanged |
| 27 | BND | Vanguard Total Bond Market | 0% | +5.68% | Add |
| 28 | BSV | Vanguard Short-term Bond ETF | 0% | +4.21% | Add |
| 29 | CMCSA | Comcast Corp-class A | 0% | — | Unchanged |
| 30 | KO | Coca-cola Co/the | 0% | -0.30% | Trim |
| 31 | JPM | Jpmorgan Chase & Co | 0% | -26.85% | Trim |
| 32 | MUB | Ishares National Muni Bond E | 0% | -11.49% | Trim |
| 33 | PST | Proshares Ultrashort 7-10 Yr | 0% | — | Unchanged |
| 34 | MAT | Mattel Inc | -0.1% | -2.20% | Trim |
| 35 | TFI | Ss Spdr N Ice Muni Bond ETF | -0.1% | -9.91% | Trim |
| 36 | CMI | Cummins Inc | -0.1% | -3.51% | Trim |
| 37 | XOM | Exxon Mobil CORP | -0.1% | EXIT | Sold out |
| 38 | M | Macy's, Inc. | -0.1% | — | Unchanged |
| 39 | PFE | Pfizer Inc | -0.1% | -0.03% | Trim |
| 40 | CVX | Chevron CORP | -0.1% | EXIT | Sold out |
| 41 | BABA | Alibaba Group Holding-sp Adr | -0.1% | — | Unchanged |
| 42 | FDX | Fedex CORP | -0.2% | — | Unchanged |
| 43 | OXY | Occidental Petroleum CORP | -0.2% | -0.00% | Trim |
| 44 | AAPL | Apple Inc | -0.3% | -0.92% | Trim |
| 45 | IJR | Ishares Core S&p Small-cap E | -0.4% | -9.22% | Trim |
| 46 | IHI | Ishares U.s. Medical Devices | -0.5% | -8.96% | Trim |
| 47 | IBB | Ishares Biotechnology ETF | -0.8% | -10.25% | Trim |
| 48 | XAR | Ss Spdr S&p Aerospace Def | -0.9% | -27.40% | Trim |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | -1% | +0.64% | Add |
| 50 | MDY | State Street Spdr S&p Midcap | -1.1% | -7.71% | Trim |
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 Q2 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 42.5% of total reported equity market value during Q2 2025.
Top New Position Initiated
KIE
市值: $3.9M
Top Position Liquidated / Trimmed
CVX
前期市值: $217.5K
During Q2 2025, Cumberland Advisors Inc's top holdings by market value included SPY (23.0%)、MDY (10.7%)、XAR (7.2%). The largest single position, SPY, represented 23.0% of total portfolio value.
In Q2 2025, Cumberland Advisors Inc made 40 total portfolio adjustments, initiating 2 new buys, adding to 9 positions, trimming 27 holdings, and fully liquidating 2 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
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