Cumberland Advisors Inc.
Long-term investor · FL · @cumberlandadvisorsinc
-3.0%
All time
S&P +14.9%
Long-term investor
Cumberland Advisors Inc. @cumberlandadvisorsinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001255435).
Record
- Tracked since 2025-06-30 (488 days), 39 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months -3.5% · 1 year -3.0% · all -3.0%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78462F103 · 23.8% · long · since 2025-09-30
- 78467Y107 · 10.4% · long · since 2025-09-30
- 78464A631 · 5.8% · long · since 2025-09-30
- 464287556 · 4.6% · long · since 2025-09-30
- 464288240 · 4.3% · long · since 2025-09-30
- BRK-B · 4.1% · long · since 2025-09-30
- MSFT · 3.9% · long · since 2025-09-30
- 922908736 · 3.4% · long · since 2025-09-30
- 464287804 · 2.8% · long · since 2025-09-30
- URI · 2.7% · long · since 2025-09-30
- 78464A789 · 2.5% · long · since 2025-09-30
- 149123101 · 2.5% · long · since 2025-09-30