Institutional Fund
Cumberland Advisors Inc
Sarasota, FLCIK 12554355 filings on record
Portfolio Value
$255.50M
Q1 2026
Holdings
48
Reported positions
New Buys
1
Opened this quarter
QoQ Change
-3.1%
from $263.79M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr S&P 500 ETF Tr22.9%
- Spdr S&P Midcap 400 ETF Tr10.8%
- Spdr Series Trust7.3%
- Ishares Tr4.4%
- Berkshire Hathaway Inc Del4.4%
- Ishares Tr4.2%
- Other45.9%
Portfolio Holdings
48 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 90.0K | $58.50M | 22.9% | +2.0K | Added |
| 2 | Spdr S&P Midcap 400 ETF Tr | 44.8K | $27.64M | 10.8% | +860 | Added |
| 3 | Spdr Series Trust | 73.7K | $18.73M | 7.3% | −2.3K | Reduced |
| 4 | Ishares Tr | 165.9K | $11.36M | 4.4% | −1.9K | Reduced |
| 5 | Berkshire Hathaway Inc Del | 23.5K | $11.25M | 4.4% | −5.2K | Reduced |
| 6 | Ishares Tr | 63.8K | $10.77M | 4.2% | −475 | Reduced |
| 7 | Vanguard Index Fds | 18.3K | $7.97M | 3.1% | +50 | Added |
| 8 | Microsoft Corp | 21.4K | $7.91M | 3.1% | +180 | Added |
| 9 | Ishares Tr | 60.7K | $7.55M | 3.0% | −155 | Reduced |
| 10 | Ishares Tr | 130.2K | $6.95M | 2.7% | −245 | Reduced |
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