CUMBERLAND ADVISORS INC

CIK

1255435

Location

SARASOTA, FL

Portfolio Value

Micro $646,620

Diversification

Moderately concentrated

Filing Date

Global Rank

#4,703 / 8,586 ▲ 57

Top Industry

Insurance - Diversified 15.3%

3Y Alpha vs SPY

-1.4%

Period ended 3 months ago

Filed Apr 27, 2026 · 50d

24 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+72.6%

SPY

+78.1%

Annualised alpha

-1.3%

Max drawdown

−19.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

28 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

36.7%

+0.5 pts

Top 5

70.3%

−0.6 pts

Top 10

85.7%

+0.1 pts

HHI

1,807

Moderately concentrated+52

Portfolio Trend

24 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	54.0%	$86,135,199	2
Industrials	12.8%	$20,444,300	4
Financial Services	9.2%	$14,679,448	4
Technology	8.0%	$12,705,789	2
Consumer Cyclical	5.5%	$8,738,043	5
Communication Services	3.9%	$6,209,680	3
Basic Materials	3.3%	$5,310,773	1
Energy	1.9%	$3,069,633	3
Healthcare	1.0%	$1,518,894	2
Consumer Defensive	0.4%	$646,620	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

4 positions

Ticker	Company	Δ Shares	Shares	Value
PFE	Pfizer Inc	+4,500	53,300	$1,496,664
SPY	Spdr S&P 500 ETF Trust	+2,010	89,953	$58,500,034
MDY	Spdr S&P Midcap 400 ETF Trust	+860	44,807	$27,635,165
MSFT	Microsoft Corp	+180	21,380	$7,914,234
No positions match the current search.

Trimmed

Positions the filer reduced

3 positions

Ticker	Company	Δ Shares	Shares	Value
BRK-B	Berkshire Hathaway Inc	−5,218	23,481	$11,252,095
DIS	Walt Disney Co	−1,000	14,600	$1,407,148
KO	Coca Cola Co	−61	3,600	$273,780
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
CVX	Chevron Corp	1,190	$246,211
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
MAT	Mattel Inc /De/	43,000	$853,120
V	Visa Inc.	640	$224,454
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

2 positions · $646,620 total · Consumer Defensive only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio	History
WMT	Walmart Inc. Consumer Defensive	Held	3,000	0	$372,840	+11.6%	57.66%
KO	Coca Cola Co Consumer Defensive	Reduced	3,600	-61	$273,780	+7.0%	42.34%