Loading…
CIK 0001255435 • 6 13F filings • May 9, 2025 – Jul 21, 2026
Import this data to Google Sheets with:
=jivedata("cumberland-advisors-inc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | $1.3M | 0.5%Prev: 0.6% | 8,925 SH | Decreased-200 SH |
| ALPHABET INC | CAP STK CL A | $495K | 0.2%Prev: 0.2% | 1,580 SH | Decreased-900 SH |
| ALPHABET INC | CAP STK CL C | $6.0M | 2.3%Prev: 1.9% | 19,000 SH | Increased-1,150 SH |
| AMAZON COM INC | COM | $2.2M | 0.8%Prev: 0.8% | 9,530 SH | Increased-350 SH |
| APPLE INC | COM | $5.1M | 1.9%Prev: 1.9% | 18,880 SH | Increased-325 SH |
| BANK AMERICA CORP | COM | $2.7M | 1.0%Prev: 1.0% | 49,900 SH | Increased-1,300 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $14.4M | 5.5%Prev: 5.4% | 28,699 SH | Increased+630 SH |
| CATERPILLAR INC | COM | $5.4M | 2.1%Prev: 1.7% | 9,500 SH | Increased-50 SH |
| COCA COLA CO | COM | $256K | 0.1%Prev: 0.1% | 3,661 SH | Increased |
| CUMMINS INC | COM | $4.1M | 1.6%Prev: 1.3% | 8,125 SH | Increased-125 SH |
| DISNEY WALT CO | COM | $1.8M | 0.7%Prev: 0.7% | 15,600 SH | Decreased-250 SH |
| EXXON MOBIL CORP | COM | $205K | 0.1% | 1,700 SH | New |
| FEDEX CORP | COM | $2.9M | 1.1%Prev: 0.9% | 10,050 SH | Increased-125 SH |
| FREEPORT-MCMORAN INC | CL B | $4.6M | 1.7%Prev: 1.4% | 90,350 SH | Increased-1,000 SH |
| ISHARES INC | MSCI CDA ETF | $2.8M | 1.1%Prev: 1.0% | 51,510 SH | Increased-2,050 SH |
| ISHARES INC | MSCI EMERG MRKT | $293K | 0.1%Prev: 0.1% | 4,570 SH | Decreased-200 SH |
| ISHARES INC | MSCI JAPAN ETF | $2.4M | 0.9% | 29,645 SH | New |
| ISHARES INC | MSCI TAIWAN ETF | $2.5M | 0.9%Prev: 1.0% | 38,830 SH | Decreased-1,085 SH |
| ISHARES TR | CORE S&P SCP ETF | $7.3M | 2.8%Prev: 2.8% | 60,875 SH | Increased-440 SH |
| ISHARES TR | ISHARES BIOTECH | $10.8M | 4.1%Prev: 3.6% | 64,233 SH | Increased-1,165 SH |
| ISHARES TR | MSCI ACWI EX US | $11.3M | 4.3%Prev: 4.3% | 167,785 SH | Increased-2,910 SH |
| ISHARES TR | MSCI INDIA ETF | $920K | 0.3%Prev: 0.8% | 17,025 SH | Decreased-21,060 SH |
| ISHARES TR | NATIONAL MUN ETF | $349K | 0.1%Prev: 0.1% | 3,255 SH | Increased+160 SH |
| ISHARES TR | U.S. MED DVC ETF | $8.1M | 3.1%Prev: 3.0% | 130,475 SH | Increased-475 SH |
| JPMORGAN CHASE & CO. | COM | $322K | 0.1%Prev: 0.1% | 1,000 SH | Increased |
| MACYS INC | COM | $2.5M | 1.0%Prev: 0.8% | 115,010 SH | Increased-500 SH |
| MATTEL INC | COM | $853K | 0.3%Prev: 0.5% | 43,000 SH | Decreased-36,000 SH |
| MERCADOLIBRE INC | COM | $3.9M | 1.5%Prev: 1.7% | 1,913 SH | Decreased-17 SH |
| META PLATFORMS INC | CL A | $5.0M | 1.9%Prev: 2.2% | 7,600 SH | Decreased-100 SH |
| MICROSOFT CORP | COM | $10.3M | 3.9%Prev: 4.0% | 21,200 SH | Decreased+1,255 SH |
| OCCIDENTAL PETE CORP | COM | $1.6M | 0.6%Prev: 0.7% | 39,000 SH | Decreased-500 SH |
| OPKO HEALTH INC | COM | $25K | 0.0%Prev: 0.0% | 19,500 SH | Decreased |
| PFIZER INC | COM | $1.2M | 0.5%Prev: 0.6% | 48,800 SH | Decreased-16,000 SH |
| PROSHARES TR | PSHS ULSHT 7-10Y | $537K | 0.2%Prev: 0.2% | 24,240 SH | |
| SELECT SECTOR SPDR TR | STATE STREET IND | $6.1M | 2.3% | 39,606 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $60.0M | 22.7%Prev: 23.2% | 87,943 SH | Decreased-2,950 SH |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $26.5M | 10.1%Prev: 10.1% | 43,947 SH | Increased-355 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $26.9M | 10.2% | 223,502 SH | New |
| TESLA INC | COM | $297K | 0.1%Prev: 0.2% | 660 SH | Decreased-450 SH |
| UNITED RENTALS INC | COM | $6.4M | 2.4%Prev: 3.0% | 7,910 SH | Decreased-200 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $865K | 0.3%Prev: 0.3% | 10,970 SH | Increased+900 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $1.7M | 0.7%Prev: 0.6% | 23,365 SH | Increased+2,380 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $8.9M | 3.4%Prev: 2.7% | 18,203 SH | Increased+3,385 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | $231K | 0.1%Prev: 0.1% | 2,760 SH | Decreased-140 SH |
| VISA INC | COM CL A | $224K | 0.1%Prev: 0.1% | 640 SH | Increased |
| WALMART INC | COM | $334K | 0.1%Prev: 0.1% | 3,000 SH | Increased |
| WELLS FARGO CO NEW | COM | $820K | 0.3%Prev: 0.3% | 8,800 SH | Increased |
| 13F-HR |
| 0001420506-26-001264 |
| $283.8M |
| View |
| Aug 7, 2025 | Q2 2025 | 13F-HR | 0001420506-25-001765 | $237.7M | View |
| Apr 27, 2026 | Q1 2026 | 13F-HR | 0001420506-26-000753 | $255.5M | View |
| May 9, 2025 | Q1 2025 | 13F-HR | 0001420506-25-000943 | $220.6M | View |