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Portfolio (Quarterly) Guide ↗

CUMBERLAND ADVISORS INC

· CIK 0001255435
13F Portfolio $284M AUM 49 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 2 New 12 Added 13 Reduced 1 Exited
Page 3 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EEMV ISHARES INC 4,570.0 $344K 0.12% $75.28 +0.9%
42 JPM JPMORGAN CHASE & CO Financial Services 1,000.0 $327K 0.12% $327.33 +8.8%
43 KO COCA COLA CO Consumer Defensive 3,600.0 $293K 0.10% $81.27 +8.6%
44 TSLA TESLA INC Consumer Cyclical 660.0 $278K 0.10% $420.60 -13.1%
45 XOM EXXON MOBIL CORP Energy 2,000.0 $273K 0.10% +300.0 +17.6% $136.72 +21.4%
46 VGK VANGUARD INTL EQUITY INDEX F 2,730.0 $242K 0.09% $88.54 +1.7%
47 CVX CHEVRON CORPORATION Energy 1,440.0 $239K 0.08% +250.0 +21.0% $165.76 +29.1%
48 V VISA INC Financial Services 640.0 $220K 0.08% NEW $343.09 +8.0%
49 OPK OPKO HEALTH INC Healthcare 19,500.0 $29K 0.01% $1.50 +4.7%
Page 3 of 3  ·  49 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 59.4%
Industrials 16.6%
Technology 8.4%
Consumer Cyclical 6.0%
Communication Services 3.5%
Basic Materials 3.3%
Energy 1.5%
Healthcare 1.1%
Consumer Defensive 0.2%