CUMBERLAND ADVISORS INC

Q2 2026 13F-HR Holdings

Location
Sarasota, FL
Holdings as of
6/30/2026
Date filed
7/21/2026
Form type
13F-HR
Num holdings
49
Total value ($000)
$283,817
Net value change ($000)
+28,318 (11.1%)
New positions
2
Sold out positions
1
Turnover %
1.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
SPY 3,775 6.5%
XME 3,001 NEW
URI 2,858 49.6%
CAT 2,471 36.7%
MDY 2,121 7.7%
XAR 1,867 10.0%
IJR 1,413 18.7%
IBB 1,410 13.1%
EWT 1,353 50.9%
CMI 1,317 30.1%
Top Reduces (Value $000, Stocks/ETFs)
DIS -651 -46.3%
OXY -641 -25.3%
IHI -452 -6.5%
FDX -433 -12.1%
WMT -373 -100.0%
BABA -369 -32.9%
WFC -180 -25.7%
META -67 -1.5%
XOM -15 -5.2%
CVX -7 -2.8%
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