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Portfolio (Quarterly) Guide ↗

CUMBERLAND ADVISORS INC

· CIK 0001255435
13F Portfolio $255M AUM 48 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1 New 6 Added 15 Reduced 2 Exited
Page 2 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MELI MERCADOLIBRE INC Consumer Cyclical 1,913.0 $3.3M 1.29% $1729.02 -3.1%
22 EWC ISHARES INC 50,300.0 $2.8M 1.08% -1K -2.4% $54.79 +5.5%
23 EWT ISHARES INC 37,470.0 $2.7M 1.04% -1K -3.5% $70.92 +45.0%
24 OXY OCCIDENTAL PETE CORP Energy 39,000.0 $2.5M 0.99% $65.00 -23.1%
25 EWJ ISHARES INC 29,455.0 $2.5M 0.97% -190.0 -0.6% $84.44 +9.9%
26 BAC BANK AMERICA CORP Financial Services 49,900.0 $2.4M 0.95% $48.75 +18.7%
27 M MACYS INC Consumer Cyclical 115,010.0 $2.1M 0.81% $18.09 +43.5%
28 BND VANGUARD BD INDEX FDS 27,555.0 $2.0M 0.79% +4K +17.9% $73.64 +0.0%
29 AMZN AMAZON COM INC Consumer Cyclical 9,530.0 $2.0M 0.78% $208.27 +11.7%
30 PFE PFIZER INC Healthcare 53,300.0 $1.5M 0.59% +4K +9.2% $28.08 -13.5%
31 DIS DISNEY WALT CO Communication Services 14,600.0 $1.4M 0.55% -1K -6.4% $96.38 +2.5%
32 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 8,925.0 $1.1M 0.44% $125.46 -24.4%
33 TFI SPDR SERIES TRUST 23,100.0 $1.0M 0.41% -1K -6.1% $45.34 +0.9%
34 BSV VANGUARD BD INDEX FDS 13,015.0 $1.0M 0.40% +2K +18.6% $78.41 -0.5%
35 INDA ISHARES TR 16,875.0 $790K 0.31% -150.0 -0.9% $46.84 +5.5%
36 WFC WELLS FARGO & CO Financial Services 8,800.0 $701K 0.27% $79.61 +6.4%
37 PST PROSHARES TR 24,240.0 $545K 0.21% $22.49 +0.3%
38 GOOGL ALPHABET INC Communication Services 1,580.0 $454K 0.18% $287.56 +17.3%
39 WMT WALMART INC Consumer Defensive 3,000.0 $373K 0.15% $124.28 -6.8%
40 MUB ISHARES TR 3,120.0 $331K 0.13% -135.0 -4.2% $106.15 +1.4%
Page 2 of 3  ·  48 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 58.3%
Industrials 13.3%
Technology 8.3%
Communication Services 7.6%
Consumer Cyclical 5.7%
Basic Materials 3.5%
Energy 2.0%
Healthcare 1.0%
Consumer Defensive 0.4%