Cumberland Advisors Inc holds a focused book of 49 stocks worth $283.8M as of Q2 2026 (disclosed Jul 21, 2026, a ~21-day 13F lag). This quarter they opened SS SPDR S&P Metals Mining and trimmed SS SPDR S&P 500 ETF Trust-US. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 22% of the equity book. Cloning the disclosed picks since 2024 would be +30% (+15.9%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show CUMBERLAND ADVISORS INC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Cumberland Advisors Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~21 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
31% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Cumberland Advisors Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 55 / 49 | $410.6B |
| ROYAL BANK OF CANADA | 55 / 49 | $109.7B |
| BlackRock, Inc. | 54 / 49 | $1.5T |
| FMR LLC | 54 / 49 | $520.1B |
| JPMORGAN CHASE & CO | 54 / 49 | $375.9B |
| BANK OF AMERICA CORP /DE/ | 54 / 49 | $267.6B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 54 / 49 | $140.5B |
| WELLS FARGO & COMPANY/MN | 54 / 49 | $100.6B |
Ranked by how many of Cumberland Advisors Inc's top 49 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | State STR SPDR S&P 500 ETF T TR UNIT | $62.3M | 83.4K | 21.9% | ▼−7.3% Reduced · −7K sh | |
| 2 | State STR SPDR S&P Midcap 40 UTSER1 S&PDCRP | $29.8M | 42.3K | 10.5% | ▼−5.6% Reduced · −3K sh | |
| 3 | SPDR Series Trust ST STR SP AERO | $20.6M | 72.6K | 7.3% | ▼−1.6% Reduced · −1K sh | |
| 4 | Ishares TR MSCI ACWI EX US | $12.6M | 165.2K | 4.4% | ▼−0.4% Reduced · −670 sh | |
| 5 | Ishares TR ISHARES BIOTECH | $12.2M | 64.0K | 4.3% | ▲+0.4% Added · +260 sh | |
| 6 | Berkshire Hathaway Inc Del CL B NEW | $11.9M | 23.7K | 4.2% | ▲+1.0% Added · +235 sh | |
| 7 | Caterpillar Inc COM | $9.2M | 8.6K | 3.2% | ▼−9.1% Reduced · −860 sh | |
| 8 | Vanguard Index FDS GROWTH ETF | $9.2M | 106.4K | 3.2% | ▲+483% Added · +88K sh | |
| 9 | Ishares TR CORE S&P SCP ETF | $9.0M | 60.4K | 3.2% | ▼−0.5% Reduced · −300 sh | |
| 10 | United Rentals Inc COM | $8.6M | 7.6K | 3.0% | ▼−3.8% Reduced · −300 sh | |
| 11 | Microsoft Corp COM | $8.1M | 21.7K | 2.9% | ▲+1.7% Added · +365 sh | |
| 12 | SPDR Series Trust ST STR SP INS | $7.5M | 123.1K | 2.6% | ▲+0.4% Added · +460 sh | |
| 13 | Select Sector SPDR TR ST STR INDL ETF | $7.3M | 39.4K | 2.6% | ▲+0.2% Added · +80 sh | |
| 14 | Alphabet Inc CAP STK CL C | $6.6M | 18.6K | 2.3% | ▼−1.6% Reduced · −300 sh | |
| 15 | Ishares TR U.S. MED DVC ETF | $6.5M | 131.5K | 2.3% | ▲+0.9% Added · +1K sh | |
| 16 | Cummins Inc COM | $5.7M | 8.0K | 2.0% | ▼−1.8% Reduced · −150 sh | |
| 17 | Apple Inc COM | $5.5M | 18.9K | 1.9% | —Held | |
| 18 | Freeport McMoran Inc CL B | $5.4M | 85.3K | 1.9% | ▼−5.5% Reduced · −5K sh | |
| 19 | Meta Platforms Inc CL A | $4.3M | 7.6K | 1.5% | —Held | |
| 20 | Ishares Inc MSCI TAIWAN ETF | $4.0M | 36.9K | 1.4% | ▼−1.5% Reduced · −550 sh | |
| 21 | Mercadolibre Inc COM | $3.7M | 2.2K | 1.3% | ▲+14% Added · +267 sh | |
| 22 | Fedex Corp COM | $3.1M | 10.1K | 1.1% | —Held | |
| 23 | SPDR Series Trust ST STR SP METAL | $3.0M | 28.1K | 1.1% | ▲New New position | |
| 24 | Ishares Inc MSCI CDA ETF | $2.9M | 50.1K | 1.0% | ▼−0.5% Reduced · −230 sh | |
| 25 | Ishares Inc MSCI JAPAN ETF | $2.7M | 29.4K | 1.0% | ▼−0.1% Reduced · −45 sh | |
| 26 | Macys Inc COM | $2.7M | 115.0K | 1.0% | —Held | |
| 27 | Bank Of Amer Corp COM | $2.5M | 44.4K | 0.9% | ▼−11% Reduced · −6K sh | |
| 28 | Vanguard BD Index FDS TOTAL BND MRKT | $2.3M | 32.0K | 0.8% | ▲+16% Added · +4K sh | |
| 29 | Amazon Com Inc COM | $2.3M | 9.5K | 0.8% | —Held | |
| 30 | Occidental Pete Corp COM | $1.9M | 39.0K | 0.7% | —Held | |
| 31 | Pfizer Inc COM | $1.7M | 71.3K | 0.6% | ▲+34% Added · +18K sh | |
| 32 | SPDR Series Trust ST STR NUVEE ETF | $1.2M | 25.3K | 0.4% | ▲+9.3% Added · +2K sh | |
| 33 | Vanguard BD Index FDS SHORT TRM BOND | $1.2M | 14.8K | 0.4% | ▲+14% Added · +2K sh | |
| 34 | Ishares TR MSCI INDIA ETF | $834K | 16.9K | 0.3% | ▲+0.1% Added · +10 sh | |
| 35 | Disney Walt Co COM | $756K | 7.8K | 0.3% | ▼−46% Reduced · −7K sh | |
| 36 | Alibaba Group Hldg Ltd SPONSORED ADS | $751K | 7.8K | 0.3% | ▼−12% Reduced · −1K sh | |
| 37 | Alphabet Inc CAP STK CL A | $565K | 1.6K | 0.2% | —Held | |
| 38 | Proshares TR PSHS ULSHT 7-10Y | $552K | 24.2K | 0.2% | —Held | |
| 39 | Wells Fargo & Co COM | $521K | 6.3K | 0.2% | ▼−28% Reduced · −3K sh | |
| 40 | Ishares TR NATIONAL MUN ETF | $349K | 3.2K | 0.1% | ▲+3.8% Added · +120 sh | |
| 41 | Ishares Inc MSCI EMERG MRKT | $344K | 4.6K | 0.1% | —Held | |
| 42 | JPMorgan Chase & Co COM | $327K | 1.0K | 0.1% | —Held | |
| 43 | Coca Cola Co COM | $293K | 3.6K | 0.1% | —Held | |
| 44 | Tesla Inc COM | $278K | 660 | 0.1% | —Held | |
| 45 | Exxon Mobil Corp COM | $273K | 2.0K | 0.1% | ▲+18% Added · +300 sh | |
| 46 | Vanguard Intl Equity Index F FTSE EUROPE ETF | $242K | 2.7K | 0.1% | —Held | |
| 47 | Chevron Corporation COM | $239K | 1.4K | 0.1% | ▲+21% Added · +250 sh | |
| 48 | Visa Inc COM CL A | $220K | 640 | 0.1% | ▲New New position | |
| 49 | Opko Health Inc COM | $29K | 19.5K | 0.0% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 21, 2026 | 49 | $283.8M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 27, 2026 | 48 | $255.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 2, 2026 | 49 | $263.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 48 | $260.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 7, 2025 | 49 | $237.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 9, 2025 | 49 | $220.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 8, 2025 | 49 | $250.6M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 16, 2024 | 48 | $251.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.