Shum Financial Group, Inc.
13F Reported Value
ⓘ$141.4M
Holdings
93
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Shum Financial Group, Inc. disclosed 93 positions worth $141.4M in its Form 13F-HR for Q1 2026, led by $AAPL (Apple Inc.) at 8.7% of the equity portfolio. The portfolio is most concentrated in Other (47.9% of disclosed assets). All figures are sourced directly from Shum Financial Group, Inc.’s Form 13F-HR filing with the SEC under CIK 2044675.
AI Fund Analysis
Concentrating
$AAPL
$MSFT
$NVDASector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 76.1#112
Quality
$12.3M48,600 sh ISHARES TR
—Quality
$11.2M150,162 shISHARES TR
—Quality
$5.9M30,609 shISHARES TR
—Quality
$4.9M99,669 shSPDR SERIES TRUST
—Quality
$4.7M96,266 sh- 83.7
Quality
$4.6M12,365 sh ISHARES TR
—Quality
$4.0M86,177 shSPDR SERIES TRUST
—Quality
$3.8M26,198 sh- 90.2
Quality
$3.7M21,455 sh SPDR INDEX SHS FDS
—Quality
$3.7M79,256 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.1#112 | $12.3M | 48,600 |
| ISHARES TR | — | $11.2M | 150,162 |
| ISHARES TR | — | $5.9M | 30,609 |
| ISHARES TR | — | $4.9M | 99,669 |
| SPDR SERIES TRUST | — | $4.7M | 96,266 |
| MICROSOFT CORP$MSFT | 83.7 | $4.6M | 12,365 |
| ISHARES TR | — | $4.0M | 86,177 |
| SPDR SERIES TRUST | — | $3.8M | 26,198 |
| NVIDIA CORP$NVDA | 90.2 | $3.7M | 21,455 |
| SPDR INDEX SHS FDS | — | $3.7M | 79,256 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Shum Financial Group, Inc.'s 93 positions.
Showing top 10 of 93 holdings.
Sector Allocation
Other
$67.8M
Technology
$31.8M
Consumer Discretionary
$9.7M
Healthcare
$9.3M
Financials
$8.8M
Industrials
$4.0M
Consumer Staples
$3.3M
Real Estate
$2.6M
Full Holdings — Shum Financial Group, Inc. (Q1 2026)
All 93 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $12.3M | 8.7% | +42% | 76.1 |
| 2 | — | ISHARES TR | $11.2M | 7.9% | +2% | — |
| 3 | — | ISHARES TR | $5.9M | 4.2% | +2% | — |
| 4 | — | ISHARES TR | $4.9M | 3.5% | +1% | — |
| 5 | — | SPDR SERIES TRUST | $4.7M | 3.3% | +0% | — |
| 6 | $MSFT | MICROSOFT CORP | $4.6M | 3.2% | +10% | 83.7 |
| 7 | — | ISHARES TR | $4.0M | 2.8% | +4% | — |
| 8 | — | SPDR SERIES TRUST | $3.8M | 2.7% | -1% | — |
| 9 | $NVDA | NVIDIA CORP | $3.7M | 2.6% | +12% | 90.2 |
| 10 | — | SPDR INDEX SHS FDS | $3.7M | 2.6% | +3% | — |
| 11 | — | SPDR SERIES TRUST | $3.6M | 2.5% | +4% | — |
| 12 |  $JPM | JPMORGAN CHASE & CO | $3.1M | 2.2% | -1% | 35.6 |
| 13 | — | SPDR SERIES TRUST | $2.9M | 2.0% | +1% | — |
| 14 |  $JNJ | JOHNSON & JOHNSON | $2.8M | 2.0% | -4% | 72.8 |
| 15 | — | SPDR SERIES TRUST | $2.8M | 2.0% | +1% | — |
| 16 |  $WMT | Walmart Inc. | $2.8M | 2.0% | -1% | 63.2 |
| 17 |  $GOOG | Alphabet Inc. | $2.7M | 1.9% | +4% | 80.2 |
| 18 | — | ISHARES TR | $2.7M | 1.9% | +7% | — |
| 19 |  $AMZN | AMAZON COM INC | $2.6M | 1.8% | +3% | 74.6 |
| 20 | — | SPDR SERIES TRUST | $2.5M | 1.8% | +4% | — |
| 21 |  $BLK | BlackRock, Inc. | $2.1M | 1.5% | -0% | 70.3 |
| 22 |  $HD | HOME DEPOT, INC. | $2.0M | 1.4% | -1% | 69.2 |
| 23 | — | ISHARES TR | $1.9M | 1.3% | -1% | — |
| 24 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.7M | 1.2% | +1% | 67 |
| 25 | — | SELECT SECTOR SPDR TR | $1.5M | 1.0% | +0% | — |
| 26 |  $UNH | UNITEDHEALTH GROUP INC | $1.4M | 1.0% | +2% | 66.8 |
| 27 |  $LLY | ELI LILLY & Co | $1.4M | 1.0% | -6% | 89.3 |
| 28 |  $V | VISA INC. | $1.3M | 0.9% | +0% | 83.5 |
| 29 | — | ISHARES TR | $1.3M | 0.9% | -0% | — |
| 30 |  $PLD | Prologis, Inc. | $1.3M | 0.9% | +0% | 67.5 |
| 31 | — | SSGA ACTIVE ETF TR | $1.2M | 0.9% | +1% | — |
| 32 |  $PPL | PPL Corp | $1.2M | 0.8% | -0% | 70.3 |
| 33 |  $ABBV | AbbVie Inc. | $1.1M | 0.8% | +0% | 59.3 |
| 34 | — | SSGA ACTIVE TR | $1.1M | 0.8% | +6% | — |
| 35 |  $PANW | Palo Alto Networks Inc | $1.0M | 0.7% | +11% | 66.5 |
| 36 | — | TCW ETF TRUST | $954,992 | 0.7% | -4% | — |
| 37 |  $PG | PROCTER & GAMBLE Co | $943,552 | 0.7% | -1% | 72.9 |
| 38 |  $XOM | EXXON MOBIL CORP | $916,590 | 0.7% | -14% | 61.8 |
| 39 |  $AVGO | Broadcom Inc. | $884,889 | 0.6% | +5% | 86.4 |
| 40 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $875,270 | 0.6% | +0% | 66.7 |
| 41 |  $CSCO | CISCO SYSTEMS, INC. | $875,138 | 0.6% | -0% | 72.3 |
| 42 | — | VANGUARD SCOTTSDALE FDS | $869,174 | 0.6% | -2% | — |
| 43 | — | J P MORGAN EXCHANGE TRADED F | $858,605 | 0.6% | +26% | — |
| 44 |  $PM | Philip Morris International Inc. | $852,328 | 0.6% | -1% | 80.5 |
| 45 | — | SELECT SECTOR SPDR TR | $845,646 | 0.6% | -0% | — |
| 46 |  $NFLX | NETFLIX INC | $844,460 | 0.6% | +1% | 86.7 |
| 47 |  $QCOM | QUALCOMM INC/DE | $825,480 | 0.6% | +0% | 81.9 |
| 48 |  $ABT | ABBOTT LABORATORIES | $824,604 | 0.6% | -0% | 67 |
| 49 |  $UPS | UNITED PARCEL SERVICE INC | $813,504 | 0.6% | +3% | 58.2 |
| 50 |  $ORCL | ORACLE CORP | $807,045 | 0.6% | +0% | 67.2 |
| 51 |  $CRM | Salesforce, Inc. | $795,774 | 0.6% | +1% | 75.2 |
| 52 |  $AMT | AMERICAN TOWER CORP /MA/ | $769,936 | 0.5% | +8% | 69.8 |
| 53 |  $FDX | FEDEX CORP | $734,087 | 0.5% | -5% | 60.3 |
| 54 |  $LMT | LOCKHEED MARTIN CORP | $716,202 | 0.5% | +0% | 65 |
| 55 |  $MRK | Merck & Co., Inc. | $716,085 | 0.5% | -1% | 70.9 |
| 56 |  $PEP | PEPSICO INC | $679,284 | 0.5% | -0% | 62.7 |
| 57 |  $AMD | ADVANCED MICRO DEVICES INC | $668,471 | 0.5% | +11% | 78.8 |
| 58 |  $CVX | CHEVRON CORP | $640,562 | 0.5% | -23% | 54.7 |
| 59 | — | ISHARES TR | $636,725 | 0.5% | +6% | — |
| 60 |  $HSY | HERSHEY CO | $613,899 | 0.4% | +0% | 59.4 |
| 61 |  $SCHW | SCHWAB CHARLES CORP | $592,870 | 0.4% | +11% | 77.2 |
| 62 |  $BRK.B | BERKSHIRE HATHAWAY INC | $576,957 | 0.4% | +1% | 64.5 |
| 63 |  $DIS | Walt Disney Co | $574,136 | 0.4% | -3% | 68.9 |
| 64 |  $GE | GENERAL ELECTRIC CO | $556,816 | 0.4% | -1% | 74.8 |
| 65 | — | SPDR SERIES TRUST | $543,266 | 0.4% | +2% | — |
| 66 |  $PSA | Public Storage | $532,672 | 0.4% | -1% | 73.9 |
| 67 | — | J P MORGAN EXCHANGE TRADED F | $531,186 | 0.4% | +11% | — |
| 68 | — | VANGUARD INDEX FDS | $521,637 | 0.4% | +0% | — |
| 69 | — | ISHARES TR | $486,963 | 0.3% | +5% | — |
| 70 |  $BX | Blackstone Inc. | $479,278 | 0.3% | +3% | 68 |
| 71 |  $CRWD | CrowdStrike Holdings, Inc. | $453,266 | 0.3% | -0% | 55 |
| 72 |  $GOOGL | Alphabet Inc. | $436,030 | 0.3% | +28% | 80.2 |
| 73 |  $AXP | AMERICAN EXPRESS CO | $407,138 | 0.3% | -0% | 73.2 |
| 74 |  $GEV | GE Vernova Inc. | $406,771 | 0.3% | -3% | 70.1 |
| 75 |  $MDT | Medtronic plc | $389,492 | 0.3% | -7% | — |
| 76 | — | ISHARES TR | $378,050 | 0.3% | +0% | — |
| 77 | — | VANGUARD SPECIALIZED FUNDS | $377,027 | 0.3% | +0% | — |
| 78 |  $TGT | TARGET CORP | $365,251 | 0.3% | -2% | 53.1 |
| 79 |  $HON | HONEYWELL INTERNATIONAL INC | $357,127 | 0.3% | -6% | 65.7 |
| 80 |  $ASML | ASML HOLDING NV | $347,378 | 0.3% | +30% | — |
| 81 |  $AMGN | AMGEN INC | $336,720 | 0.2% | -2% | 79.5 |
| 82 |  $MCD | MCDONALDS CORP | $332,498 | 0.2% | -2% | 73.9 |
| 83 |  $META | Meta Platforms, Inc. | $311,239 | 0.2% | +46% | 80.9 |
| 84 |  $ANET | Arista Networks, Inc. | $308,914 | 0.2% | +5% | 86 |
| 85 | — | ISHARES TR | $303,403 | 0.2% | +12% | — |
| 86 | — | ISHARES U S ETF TR | $281,321 | 0.2% | -2% | — |
| 87 |  $MMM | 3M CO | $266,650 | 0.2% | +0% | 60.7 |
| 88 | — | ISHARES TR | $245,201 | 0.2% | +0% | — |
| 89 |  $MO | ALTRIA GROUP, INC. | $236,046 | 0.2% | +0% | 72.1 |
| 90 | — | ISHARES TR | $221,023 | 0.2% | +3% | — |
| 91 |  $MS | MORGAN STANLEY | $219,866 | 0.2% | -1% | — |
| 92 | — | ISHARES U S ETF TR | $206,937 | 0.1% | -27% | — |
| 93 |  $GD | GENERAL DYNAMICS CORP | $206,191 | 0.1% | +1% | 73 |
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