CUMBERLAND ADVISORS INC
Top Portfolio Positions
28 positions ·
$159,458,379 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
89,953 | $58,500,034 | 36.69% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
44,807 | $27,635,165 | 17.33% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
23,481 | $11,252,095 | 7.06% | |
| MSFT |
Microsoft Corp
Technology
|
21,380 | $7,914,234 | 4.96% | |
| CAT |
Caterpillar Inc
Industrials
|
9,500 | $6,730,370 | 4.22% | |
| URI |
United Rentals, Inc.
Industrials
|
7,910 | $5,762,909 | 3.61% | |
| FCX |
Freeport-Mcmoran Inc
Basic Materials
|
90,350 | $5,310,773 | 3.33% | |
| AAPL |
Apple Inc.
Technology
|
18,880 | $4,791,555 | 3.00% | |
| CMI |
Cummins Inc
Industrials
|
8,125 | $4,371,412 | 2.74% | |
| META |
Meta Platforms, Inc.
Communication Services
|
7,600 | $4,348,188 | 2.73% |
Portfolio Trend
24 quarters · across all stocks
Holdings in OPK
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,230 | 19,500 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $24,570 | 19,500 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $30,225 | 19,500 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $25,740 | 19,500 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $32,370 | 19,500 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $28,665 | 19,500 | Shares | Sole | 2025-01-08 | |
| 2024-09-30 | $29,055 | 19,500 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $24,375 | 19,500 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $23,400 | 19,500 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $29,445 | 19,500 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $31,200 | 19,500 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $42,315 | 19,500 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $28,470 | 19,500 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $24,375 | 19,500 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $36,855 | 19,500 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $49,335 | 19,500 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $67,080 | 19,500 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $93,795 | 19,500 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $71,175 | 19,500 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $78,975 | 19,500 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $83,655 | 19,500 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $77,025 | 19,500 | Shares | Sole | 2021-01-20 | |
| 2020-06-30 | $66,495 | 19,500 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $26,130 | 19,500 | Shares | Sole | 2020-04-27 | |
| No 13F history on record for this holder in this stock. | ||||||