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CIK: 0001255435
Total reported value
$283.8M
$283.8M
48 檔
46.1%
According to the latest 13F quarterly dataset, Cumberland Advisors Inc managed an equity portfolio of $283.8M at the end of Q3 2025, spanning 48 distinct U.S. exchange-listed positions.
In Q3 2025, Cumberland Advisors Inc adopted a defensive or profit-taking posture, trimming 29 positions and completely liquidating 3 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 | 23.24% | -0.96% | +2.92% | |
| 2 | MDY | State Street Spdr S&p Midcap | ETF-Other | 10.14% | -0.34% | -0.89% | |
| 3 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 7.15% | -0.07% | -1.73% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 5.42% | -0.22% | +1.79% | |
| 5 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 4.26% | -0.01% | +0.73% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.97% | -0.24% | +0.10% | |
| 7 | IBB | Ishares Biotechnology ETF | ETF-Tech | 3.62% | +0.08% | -0.79% | |
| 8 | IHI | Ishares U.s. Medical Devices | ETF-Other | 3.02% | -0.43% | -0.01% | |
| 9 | URI | United Rentals Inc | Stock-Industrials | 2.97% | +0.78% | -0.49% | |
| 10 | KIE | Ss Spdr S&p Insurance ETF | ETF-Other | 2.82% | +0.01% | +89.33% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.80% | +0.21% | -0.09% | |
| 12 | VUG | Vanguard Growth ETF | ETF-Other | 2.73% | +0.11% | -5.36% | |
| 13 | XLI | Ss Industrial Select Sector | ETF-Other | 2.29% | +0.08% | +1.37% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.17% | -0.19% | — | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.88% | +0.20% | — | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.88% | +0.04% | -0.12% | |
| 17 | CAT | Caterpillar Inc | Stock-Industrials | 1.75% | +0.61% | — | |
| 18 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 1.73% | +0.01% | — | |
| 19 | FCX | Freeport-mcmoran Inc | Stock-Materials | 1.38% | -0.19% | — | |
| 20 | CMI | Cummins Inc | Stock-Industrials | 1.34% | +0.29% | — | |
| 21 | EWC | Ishares Msci Canada ETF | ETF-Other | 1.04% | -0.06% | -0.17% | |
| 22 | BAC | Bank Of America CORP | Stock-Financials | 1.01% | -0.06% | — | |
| 23 | EWT | Ishares Msci Taiwan ETF | ETF-Other | 0.97% | +0.37% | +0.15% | |
| 24 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.95% | — | -0.11% | |
| 25 | FDX | Fedex CORP | Stock-Industrials | 0.92% | -0.29% | — | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.83% | +0.02% | +2.07% | |
| 27 | M | Macy's, Inc. | Stock-Consumer Disc | 0.79% | +0.14% | — | |
| 28 | INDA | Ishares Msci India ETF | ETF-Other | 0.76% | -0.02% | +0.82% | |
| 29 | OXY | Occidental Petroleum CORP | Stock-Energy | 0.72% | -0.32% | -2.47% | |
| 30 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.70% | -0.28% | — | |
| 31 | PFE | Pfizer Inc | Stock-Healthcare | 0.63% | +0.01% | -5.81% | |
| 32 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.63% | -0.18% | -1.08% | |
| 33 | BND | Vanguard Total Bond Market | ETF-Other | 0.60% | +0.04% | +4.48% | |
| 34 | MAT | Mattel Inc | Stock-Consumer Disc | 0.51% | — | -1.25% | |
| 35 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.41% | — | +8.49% | |
| 36 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.31% | +0.01% | +4.35% | |
| 37 | WFC | Wells Fargo & Co | Stock-Financials | 0.28% | -0.09% | -18.52% | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.23% | +0.02% | +56.96% | |
| 39 | PST | Proshares Ultrashort 7-10 Yr | ETF-Other | 0.21% | -0.02% | -26.55% | |
| 40 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.19% | — | +68.18% | |
| 41 | MUB | Ishares National Muni Bond E | ETF-Other | 0.13% | -0.01% | +7.09% | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.12% | — | — | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.12% | -0.15% | EXIT | |
| 44 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 0.12% | — | +11.71% | |
| 45 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.09% | -0.01% | — | |
| 46 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.09% | — | +0.69% | |
| 47 | V | Visa Inc-class A Shares | Stock-Financials | 0.08% | +0.08% | NEW | |
| 48 | OPK | Opko Health Inc | Stock-Other | 0.01% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1.2% | +2.92% | Add |
| 2 | URI | United Rentals Inc | +0.6% | -0.49% | Trim |
| 3 | MSFT | Microsoft CORP | +0.6% | +0.10% | Trim |
| 4 | ACWX | Ishares Msci Acwi Ex US ETF | +0.5% | +0.73% | Add |
| 5 | GOOG | Alphabet Inc-cl C | +0.5% | — | Trim |
| 6 | CAT | Caterpillar Inc | +0.3% | — | Trim |
| 7 | M | Macy's, Inc. | +0.1% | — | Unchanged |
| 8 | CMI | Cummins Inc | +0.1% | — | Trim |
| 9 | EWT | Ishares Msci Taiwan ETF | +0.1% | +0.15% | Add |
| 10 | GOOGL | Alphabet Inc-cl A | +0.1% | +56.96% | Add |
| 11 | VUG | Vanguard Growth ETF | +0.1% | -5.36% | Trim |
| 12 | META | Meta Platforms Inc-class A | +0.1% | — | Trim |
| 13 | BABA | Alibaba Group Holding-sp Adr | +0.1% | -1.08% | Trim |
| 14 | EWC | Ishares Msci Canada ETF | +0.1% | -0.17% | Trim |
| 15 | XLI | Ss Industrial Select Sector | 0% | +1.37% | Add |
| 16 | BAC | Bank Of America CORP | 0% | — | Trim |
| 17 | MELI | Mercadolibre Inc | 0% | — | Unchanged |
| 18 | EEMV | Ishares Msci Emg Mkt Min Vol | 0% | +11.71% | Add |
| 19 | WMT | Walmart Inc | — | -2.25% | Trim |
| 20 | VGK | Vanguard Ftse Europe ETF | — | +0.69% | Add |
| 21 | EWJ | Ishares Msci Japan ETF | 0% | -0.11% | Trim |
| 22 | AMZN | Amazon.com Inc | 0% | +2.07% | Add |
| 23 | V | Visa Inc-class A Shares | 0% | — | Trim |
| 24 | DIS | Walt Disney Co/the | 0% | — | Trim |
| 25 | BND | Vanguard Total Bond Market | 0% | +4.48% | Add |
| 26 | BSV | Vanguard Short-term Bond ETF | 0% | +4.35% | Add |
| 27 | KO | Coca-cola Co/the | 0% | — | Trim |
| 28 | JPM | Jpmorgan Chase & Co | 0% | — | Trim |
| 29 | MUB | Ishares National Muni Bond E | 0% | +7.09% | Trim |
| 30 | AAPL | Apple Inc | -0.1% | -0.12% | Trim |
| 31 | WFC | Wells Fargo & Co | -0.1% | -18.52% | Trim |
| 32 | TFI | Ss Spdr N Ice Muni Bond ETF | -0.1% | +8.49% | Trim |
| 33 | INDA | Ishares Msci India ETF | -0.1% | +0.82% | Add |
| 34 | PST | Proshares Ultrashort 7-10 Yr | -0.1% | -26.55% | Trim |
| 35 | PFE | Pfizer Inc | -0.2% | -5.81% | Trim |
| 36 | OXY | Occidental Petroleum CORP | -0.2% | -2.47% | Trim |
| 37 | FCX | Freeport-mcmoran Inc | -0.2% | — | Unchanged |
| 38 | FDX | Fedex CORP | -0.2% | — | Unchanged |
| 39 | MAT | Mattel Inc | -0.2% | -1.25% | Trim |
| 40 | IJR | Ishares Core S&p Small-cap E | -0.4% | -0.09% | Trim |
| 41 | IBB | Ishares Biotechnology ETF | -0.6% | -0.79% | Trim |
| 42 | IHI | Ishares U.s. Medical Devices | -0.9% | -0.01% | Trim |
| 43 | XAR | Ss Spdr S&p Aerospace Def | -1% | -1.73% | Trim |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | -1.2% | +1.79% | Add |
| 45 | MDY | State Street Spdr S&p Midcap | -1.6% | -0.89% | Trim |
| 46 | KIE | Ss Spdr S&p Insurance ETF | — | NEW | New buy |
| 47 | TSLA | Tesla Inc | — | NEW | New buy |
| 48 | CMCSA | Comcast Corp-class A | — | EXIT | Sold out |
| 49 | CVX | Chevron CORP | — | EXIT | Sold out |
| 50 | XOM | Exxon Mobil CORP | — | EXIT | Sold out |
According to official SEC Form 13F filings, Cumberland Advisors Inc reported a total U.S. public equity portfolio value of $283.8M across 48 disclosed positions in Q3 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 46.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
KIE
市值: $7.3M
Top Position Liquidated / Trimmed
CMCSA
前期市值: $225.1K
During Q3 2025, Cumberland Advisors Inc's top holdings by market value included SPY (23.2%)、MDY (10.1%)、XAR (7.2%). The largest single position, SPY, represented 23.2% of total portfolio value.
In Q3 2025, Cumberland Advisors Inc made 46 total portfolio adjustments, initiating 2 new buys, adding to 12 positions, trimming 29 holdings, and fully liquidating 3 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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