Cumberland Advisors Inc reported 49 holdings worth US$284M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 21, 2026
Cumberland Advisors Inc reported 49 holdings worth US$284M as of Jun 30, 2026. Largest: Berkshire Hathaway Inc., Caterpillar, Inc. and United Rentals, Inc. Filed Jul 21, 2026 (Form 13F).
- Holdings
- 49
- Value as reported
- US$284M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Berkshire Hathaway Inc. | 23,716 | US$11.9M | 4.2% |
| Caterpillar, Inc. | 8,640 | US$9.2M | 3.2% |
| United Rentals, Inc. | 7,610 | US$8.62M | 3.0% |
| Microsoft Corp. | 21,745 | US$8.11M | 2.9% |
| Alphabet Inc (google) Class C | 19,970 | US$7.14M | 2.5% |
| Cummins Inc. | 7,975 | US$5.69M | 2.0% |
| Apple Inc | 18,880 | US$5.46M | 1.9% |
| Freeport-mcmoran, Inc. | 85,350 | US$5.37M | 1.9% |
| Meta Platforms, Inc. | 7,600 | US$4.28M | 1.5% |
| Mercadolibre, Inc. | 2,180 | US$3.7M | 1.3% |
| Fedex Corporation | 10,050 | US$3.15M | 1.1% |
| Macy's Inc | 115K | US$2.71M | 0.95% |
| Bank Of America Corporation | 44,400 | US$2.53M | 0.89% |
| Amazon.com, Inc. | 9,530 | US$2.27M | 0.80% |
| Occidental Petroleum Corporation | 39,000 | US$1.89M | 0.67% |
| Pfizer, Inc. | 71,300 | US$1.72M | 0.60% |
| Walt Disney Company (the) | 7,850 | US$756K | 0.27% |
| Wells Fargo & Company | 6,300 | US$521K | 0.18% |
| Jp Morgan Chase & Co. | 1,000 | US$327K | 0.12% |
| Coca-cola Company (the) | 3,600 | US$293K | 0.10% |
| Tesla, Inc. | 660 | US$278K | 0.10% |
| Exxon Mobil Corporation | 2,000 | US$273K | 0.10% |
| Chevron Corporation | 1,440 | US$239K | 0.08% |
| Visa Inc. | 640 | US$220K | 0.08% |
| Opko Health, Inc. | 19,500 | US$29,250 | 0.01% |
| Walmart Inc. | 0 | US$0 | 0.00% |