1y return+22.6%S&P 500 +20.9%
3y return+61.4%S&P 500 +68.5%
5y return+51.7%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2020: $175 against $200 in the S&P 500.2
Cumberland Advisors IncS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SPYState Str Spdr S&p 500 Etf T | $62.3M | 21.9% | −7.3% |
| MDYState Str Spdr S&p Midcap 40 | $29.8M | 10.5% | −5.6% |
| XARSpdr Series Trust | $20.6M | 7.3% | −1.6% |
| ACWXIshares Tr | $12.6M | 4.4% | |
| IBBIshares Tr | $12.2M | 4.3% | |
| BRK/BBerkshire Hathaway Inc Del | $11.9M | 4.2% | +1.0% |
| CATCaterpillar Inc | $9.2M | 3.2% | −9.1% |
| VUGVanguard Index Fds | $9.2M | 3.2% | −2.9% |
| IJRIshares Tr | $9.0M | 3.2% | |
| URIUnited Rentals Inc | $8.6M | 3.0% | −3.8% |
| MSFTMicrosoft Corp | $8.1M | 2.9% | +1.7% |
| KIESpdr Series Trust | $7.5M | 2.6% | |
| XLISelect Sector Spdr Tr | $7.3M | 2.6% | |
| GOOGAlphabet Inc | $6.6M | 2.3% | −1.6% |
| IHIIshares Tr | $6.5M | 2.3% | |
| CMICummins Inc | $5.7M | 2.0% | −1.8% |
| AAPLApple Inc | $5.5M | 1.9% | |
| FCXFreeport Mcmoran Inc | $5.4M | 1.9% | −5.5% |
| METAMeta Platforms Inc | $4.3M | 1.5% | |
| EWTIshares Inc | $4.0M | 1.4% | −1.5% |
| MELIMercadolibre Inc | $3.7M | 1.3% | +14.0% |
| FDXFedex Corp | $3.1M | 1.1% | |
| XMESpdr Series Trust | $3.0M | 1.1% | New |
| EWCIshares Inc | $2.9M | 1.0% | |
| EWJIshares Inc | $2.7M | 1.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| CATCaterpillar Inc | December 31, 2020 | +485.1% | $9.2M |
| URIUnited Rentals Inc | December 31, 2020 | +388.5% | $8.6M |
| GOOGAlphabet Inc | December 31, 2020 | +303.4% | $6.6M |
| CMICummins Inc | December 31, 2020 | +214.1% | $5.7M |
| WFCWells Fargo & Co | December 31, 2020 | +173.9% | $521K |
| GOOGLAlphabet Inc | September 30, 2023 | +173.1% | $565K |
| XARSpdr Series Trust | December 31, 2020 | +147.3% | $20.6M |
| FCXFreeport Mcmoran Inc | December 31, 2020 | +141.7% | $5.4M |
| AAPLApple Inc | December 31, 2020 | +118.1% | $5.5M |
| BRK/BBerkshire Hathaway Inc Del | December 31, 2020 | +115.8% | $11.9M |
Sold off last quarter
- WMTWalmart Inc was $373K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +13.3% | +14.8% |
| March 31, 2026 | −2.5% | −4.6% |
| December 31, 2025 | +3.0% | +2.4% |
| September 30, 2025 | +7.7% | +7.8% |
| June 30, 2025 | +10.3% | +10.5% |
| March 31, 2025 | −3.1% | −4.6% |
| December 31, 2024 | −0.8% | +2.1% |
| September 30, 2024 | +6.3% | +5.4% |
| June 30, 2024 | −0.3% | +4.0% |
| March 31, 2024 | +7.7% | +10.0% |
| December 31, 2023 | +12.9% | +11.2% |
| September 30, 2023 | −3.7% | −3.6% |
| June 30, 2023 | +7.5% | +8.3% |
| March 31, 2023 | +4.7% | +7.0% |
| December 31, 2022 | +10.6% | +7.1% |
| September 30, 2022 | −6.3% | −5.3% |
| June 30, 2022 | −20.7% | −16.5% |
| March 31, 2022 | −4.0% | −4.9% |
| December 31, 2021 | +7.6% | +10.7% |
| September 30, 2021 | −1.7% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Cumberland Advisors Inc Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1255435&type=13F-HR&dateb=&owner=include&count=40CIK 1255435
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1255435/000142050626001264/Filed July 21, 2026 · accession 0001420506-26-001264