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Giselle Casella

Cumberland Advisors Inc

Assets Managed
$283.817M
Holdings
49
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
11.09%(2Q avg: 3.98%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Cumberland Advisors Inc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 49 positions.

Assets under management

The assets under management (AUM) of Cumberland Advisors Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 283.817M in assets, with a quarterly growth rate of 11.09% and a 2-quarter average growth rate of 3.98%. The portfolio is managed by Giselle Casella, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -7.29%
21.95%
$62.275M
83,393 shares@ $746.78 avg price
MDY
Spdr S&p Midcap 400 Etf Trst
Recent Activity
Decreased -5.57%
10.49%
$29.756M
42,307 shares@ $703.34 avg price
XAR
Spdr S&p Aerospace & Def Etf
Recent Activity
Decreased -1.58%
7.26%
$20.597M
72,577 shares@ $283.8 avg price
ACWX
Ishares Msci Acwi Ex Us Etf
Recent Activity
Decreased -0.4%
4.43%
$12.572M
165,185 shares@ $76.11 avg price
IBB
Ishares Biotechnology Etf
Recent Activity
Increased 0.41%
4.29%
$12.176M
64,018 shares@ $190.19 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 1.01%
4.19%
$11.867M
23,716 shares@ $500.39 avg price
CAT
Caterpillar Inc
Recent Activity
Decreased -9.05%
3.25%
$9.201M
8,640 shares@ $1064.9 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 482.69%
3.23%
$9.162M
106,358 shares@ $86.14 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Decreased -0.49%
3.16%
$8.961M
60,420 shares@ $148.31 avg price
URI
United Rentals Inc
Recent Activity
Decreased -3.79%
3.04%
$8.621M
7,610 shares@ $1132.9 avg price

1-10 of 49