Shum-Financial-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "MMM",
  "ABT",
  "ABBV",
  null,
  "GOOGL",
  "AXP",
  "T",
  "BLK",
  "AVGO",
  null,
  "HON",
  "HD",
  "MCD",
  "QCOM",
  "META",
  null,
  null,
  "MDT",
  "MSFT",
  "MDLZ",
  "GE",
  "BX",
  "HSY",
  "EFG",
  "ORCL",
  null,
  null,
  "PANW",
  "PEP",
  "IVV",
  "UNH",
  "AAPL",
  "NVDA",
  "LMT",
  "PG",
  "MRK",
  "AMGN",
  null,
  null,
  "SPYG",
  "AMT",
  null,
  "IBM",
  "SBUX",
  "TGT",
  "UPS",
  "SCHW",
  "VCIT",
  "VIG",
  null,
  "FSK",
  null,
  "AMD",
  "SDY",
  "AMZN",
  null,
  "V",
  "WMT",
  null,
  null,
  "PPL",
  null,
  "CRM",
  null,
  "SPYV",
  "PSA",
  "FDX",
  "ADP",
  "BRK-B",
  "CVX",
  "CSCO",
  "CMCSA",
  "COST",
  "CRWD",
  "MCO",
  null,
  "DIS",
  "XOM",
  "JNJ",
  "LLY",
  "PLD",
  "NFLX",
  "PM",
  "MO",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-22
Total Holdings: 89
Total Value: 115562173
Accession Number: 0002044675-25-000002
Form Type: 13F-HR
CIK: shum-financial-group
Manager Name: Shum-Financial-Group

Data Enrichment

79% identified

70 identified19 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

89 positions • $115.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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78464A839

Shares:24.9K

Value:$1.9M

% of Portfolio:1.7% ($1.9M/$115.6M)

464288885

EFG|464288885

Shares:16.1K

Value:$1.6M

% of Portfolio:1.4% ($1.6M/$115.6M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:1.7K

Value:$1.6M

% of Portfolio:1.4% ($1.6M/$115.6M)

VISA INC.

V|92826C839

Shares:4.2K

Value:$1.5M

% of Portfolio:1.3% ($1.5M/$115.6M)

464287291

Shares:19.1K

Value:$1.4M

% of Portfolio:1.3% ($1.4M/$115.6M)

ELI LILLY & Co

LLY|532457108

Shares:1.7K

Value:$1.4M

% of Portfolio:1.2% ($1.4M/$115.6M)

464288257

Shares:11.6K

Value:$1.4M

% of Portfolio:1.2% ($1.4M/$115.6M)

Alphabet Inc.

GOOGL|02079K305

Shares:8.7K

Value:$1.3M

% of Portfolio:1.2% ($1.3M/$115.6M)

78467V608

Shares:30.9K

Value:$1.3M

% of Portfolio:1.1% ($1.3M/$115.6M)

464288521

Shares:22.1K

Value:$1.3M

% of Portfolio:1.1% ($1.3M/$115.6M)

81369Y886

Shares:15.7K

Value:$1.2M

% of Portfolio:1.1% ($1.2M/$115.6M)

PROCTER & GAMBLE Co

PG|742718109

Shares:7.0K

Value:$1.2M

% of Portfolio:1.0% ($1.2M/$115.6M)

AbbVie Inc.

ABBV|00287Y109

Shares:5.6K

Value:$1.2M

% of Portfolio:1.0% ($1.2M/$115.6M)

PPL Corp

PPL|69351T106

Shares:31.5K

Value:$1.1M

% of Portfolio:1.0% ($1.1M/$115.6M)

ABBOTT LABORATORIES

ABT|002824100

Shares:8.4K

Value:$1.1M

% of Portfolio:1.0% ($1.1M/$115.6M)

Prologis, Inc.

PLD|74340W103

Shares:9.7K

Value:$1.1M

% of Portfolio:0.9% ($1.1M/$115.6M)

Salesforce, Inc.

CRM|79466L302

Shares:4.0K

Value:$1.1M

% of Portfolio:0.9% ($1.1M/$115.6M)

QUALCOMM INC/DE

QCOM|747525103

Shares:7.0K

Value:$1.1M

% of Portfolio:0.9% ($1.1M/$115.6M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:16.9K

Value:$1.0M

% of Portfolio:0.9% ($1.0M/$115.6M)

78470P309

Shares:21.7K

Value:$936.2K

% of Portfolio:0.8% ($936.2K/$115.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip78464A839)✕	24.9K	QoQ +4.35% (+1.0K) YoY-	All Managers (Combined)	$1.9M	1.7% ($1.9M/$115.6M)	QoQ +0.25% (+$5.0K) YoY-
(EFGcusip464288885)	16.1K	QoQ +2.96% (+465) YoY-	All Managers (Combined)	$1.6M	1.4% ($1.6M/$115.6M)	QoQ +6.33% (+$96.2K) YoY-
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	1.7K	QoQ -0.46% (-8) YoY-	All Managers (Combined)	$1.6M	1.4% ($1.6M/$115.6M)	QoQ +2.73% (-$43.0K) YoY-
VISA INC.(Vcusip92826C839)	4.2K	QoQ +5.26% (+211) YoY-	All Managers (Combined)	$1.5M	1.3% ($1.5M/$115.6M)	QoQ +16.72% (+$212.0K) YoY-
(cusip464287291)✕	19.1K	QoQ +0.25% (-49) YoY-	All Managers (Combined)	$1.4M	1.3% ($1.4M/$115.6M)	QoQ -10.40% (-$168.0K) YoY-
ELI LILLY & Co(LLYcusip532457108)	1.7K	QoQ -2.29% (-39) YoY-	All Managers (Combined)	$1.4M	1.2% ($1.4M/$115.6M)	QoQ +4.52% (-$59.3K) YoY-
(cusip464288257)✕	11.6K	QoQ +1.96% (+224) YoY-	All Managers (Combined)	$1.4M	1.2% ($1.4M/$115.6M)	QoQ +1.00% (+$13.4K) YoY-
Alphabet Inc.(GOOGLcusip02079K305)	8.7K	QoQ +6.03% (-496) YoY-	All Managers (Combined)	$1.3M	1.2% ($1.3M/$115.6M)	QoQ -13.38% (-$208.3K) YoY-
(cusip78467V608)✕	30.9K	QoQ -4.13% (-1.3K) YoY-	All Managers (Combined)	$1.3M	1.1% ($1.3M/$115.6M)	QoQ -5.51% (-$74.3K) YoY-
(cusip464288521)✕	22.1K	QoQ +0.06% (+15) YoY-	All Managers (Combined)	$1.3M	1.1% ($1.3M/$115.6M)	QoQ +0.57% (+$7.3K) YoY-
(cusip81369Y886)✕	15.7K	QoQ +0.04% (+7) YoY-	All Managers (Combined)	$1.2M	1.1% ($1.2M/$115.6M)	QoQ +4.22% (+$50.2K) YoY-
PROCTER & GAMBLE Co(PGcusip742718109)	7.0K	QoQ +4.59% (+308) YoY-	All Managers (Combined)	$1.2M	1.0% ($1.2M/$115.6M)	QoQ +6.33% (+$71.1K) YoY-
AbbVie Inc.(ABBVcusip00287Y109)	5.6K	QoQ +1.38% (+77) YoY-	All Managers (Combined)	$1.2M	1.0% ($1.2M/$115.6M)	QoQ +19.53% (+$192.8K) YoY-
PPL Corp(PPLcusip69351T106)	31.5K	QoQ +2.23% (+689) YoY-	All Managers (Combined)	$1.1M	1.0% ($1.1M/$115.6M)	QoQ +13.13% (+$131.9K) YoY-
ABBOTT LABORATORIES(ABTcusip002824100)	8.4K	QoQ -4.12% (-361) YoY-	All Managers (Combined)	$1.1M	1.0% ($1.1M/$115.6M)	QoQ +12.44% (-$123.1K) YoY-
Prologis, Inc.(PLDcusip74340W103)	9.7K	QoQ +3.55% (+333) YoY-	All Managers (Combined)	$1.1M	0.9% ($1.1M/$115.6M)	QoQ +9.51% (+$94.3K) YoY-
Salesforce, Inc.(CRMcusip79466L302)	4.0K	QoQ +5.66% (-216) YoY-	All Managers (Combined)	$1.1M	0.9% ($1.1M/$115.6M)	QoQ -15.25% (-$194.7K) YoY-
QUALCOMM INC/DE(QCOMcusip747525103)	7.0K	QoQ +3.28% (+222) YoY-	All Managers (Combined)	$1.1M	0.9% ($1.1M/$115.6M)	QoQ +3.27% (+$34.0K) YoY-
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	16.9K	QoQ -4.15% (-730) YoY-	All Managers (Combined)	$1.0M	0.9% ($1.0M/$115.6M)	QoQ -0.08% (-$905) YoY-
(cusip78470P309)✕	21.7K	QoQ +0.87% (+188) YoY-	All Managers (Combined)	$936.2K	0.8% ($936.2K/$115.6M)	QoQ +3.25% (+$29.5K) YoY-