CUMBERLAND ADVISORS INC

Q1 2026 13F-HR Holdings

Location
Sarasota, FL
Holdings as of
3/31/2026
Date filed
4/27/2026
Form type
13F-HR
Num holdings
48
Total value ($000)
$255,499
Net value change ($000)
-8,290 (-3.1%)
New positions
1
Sold out positions
2
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/2/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
CAT 1,288 23.7%
MDY 1,123 4.2%
OXY 931 58.0%
FCX 722 15.7%
FDX 677 23.3%
XAR 395 2.2%
BND 298 17.2%
PFE 282 23.2%
CVX 246 NEW
IJR 232 3.2%
Top Reduces (Value $000, Stocks/ETFs)
BRK-B -3,174 -22.0%
MSFT -2,339 -22.8%
SPY -1,470 -2.5%
IHI -1,161 -14.3%
VUG -908 -10.2%
MAT -853 -100.0%
META -669 -13.3%
KIE -646 -8.7%
URI -639 -10.0%
MELI -545 -14.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type