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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PEPSICO INC

PEP|713448108

Shares:6.2K

Value:$924.1K

% of Portfolio:0.8% ($924.1K/$115.6M)

Philip Morris International Inc.

PM|718172109

Shares:5.8K

Value:$917.9K

% of Portfolio:0.8% ($917.9K/$115.6M)

AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:4.2K

Value:$913.0K

% of Portfolio:0.8% ($913.0K/$115.6M)

EXXON MOBIL CORP

XOM|30231G102

Shares:7.6K

Value:$905.3K

% of Portfolio:0.8% ($905.3K/$115.6M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:3.5K

Value:$882.0K

% of Portfolio:0.8% ($882.0K/$115.6M)

NETFLIX INC

NFLX|64110L106

Shares:905

Value:$843.6K

% of Portfolio:0.7% ($843.6K/$115.6M)

81369Y209

Shares:5.7K

Value:$828.9K

% of Portfolio:0.7% ($828.9K/$115.6M)

ORACLE CORP

ORCL|68389X105

Shares:5.7K

Value:$795.7K

% of Portfolio:0.7% ($795.7K/$115.6M)

92206C870

VCIT|92206C870

Shares:9.6K

Value:$785.7K

% of Portfolio:0.7% ($785.7K/$115.6M)

Medtronic plc

MDT|G5960L103

Shares:8.2K

Value:$733.6K

% of Portfolio:0.6% ($733.6K/$115.6M)

CHEVRON CORP

CVX|166764100

Shares:4.3K

Value:$723.7K

% of Portfolio:0.6% ($723.7K/$115.6M)

FEDEX CORP

FDX|31428X106

Shares:2.9K

Value:$704.3K

% of Portfolio:0.6% ($704.3K/$115.6M)

Walt Disney Co

DIS|254687106

Shares:7.0K

Value:$693.2K

% of Portfolio:0.6% ($693.2K/$115.6M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:1.3K

Value:$681.7K

% of Portfolio:0.6% ($681.7K/$115.6M)

Palo Alto Networks Inc

PANW|697435105

Shares:3.8K

Value:$644.5K

% of Portfolio:0.6% ($644.5K/$115.6M)

Public Storage

PSA|74460D109

Shares:2.1K

Value:$625.3K

% of Portfolio:0.5% ($625.3K/$115.6M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:1.4K

Value:$606.6K

% of Portfolio:0.5% ($606.6K/$115.6M)

Merck & Co., Inc.

MRK|58933Y105

Shares:6.4K

Value:$571.0K

% of Portfolio:0.5% ($571.0K/$115.6M)

Blackstone Inc.

BX|09260D107

Shares:4.0K

Value:$564.9K

% of Portfolio:0.5% ($564.9K/$115.6M)

HERSHEY CO

HSY|427866108

Shares:3.2K

Value:$552.9K

% of Portfolio:0.5% ($552.9K/$115.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
PEPSICO INC(PEPcusip713448108)	6.2K	QoQ +0.98% (-60) YoY-	All Managers (Combined)	$924.1K	0.8% ($924.1K/$115.6M)	QoQ -0.41% (-$3.8K) YoY-
Philip Morris International Inc.(PMcusip718172109)	5.8K	QoQ +0.10% (+6) YoY-	All Managers (Combined)	$917.9K	0.8% ($917.9K/$115.6M)	QoQ +31.10% (+$217.8K) YoY-
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	4.2K	QoQ +3.47% (+141) YoY-	All Managers (Combined)	$913.0K	0.8% ($913.0K/$115.6M)	QoQ +22.01% (+$164.7K) YoY-
EXXON MOBIL CORP(XOMcusip30231G102)	7.6K	QoQ -1.10% (-85) YoY-	All Managers (Combined)	$905.3K	0.8% ($905.3K/$115.6M)	QoQ +9.33% (-$77.3K) YoY-
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	3.5K	QoQ +0.14% (+5) YoY-	All Managers (Combined)	$882.0K	0.8% ($882.0K/$115.6M)	QoQ +13.27% (+$103.4K) YoY-
NETFLIX INC(NFLXcusip64110L106)	905	QoQ +2.14% (+19) YoY-	All Managers (Combined)	$843.6K	0.7% ($843.6K/$115.6M)	QoQ +6.86% (+$54.2K) YoY-
(cusip81369Y209)✕	5.7K	QoQ +0.33% (+19) YoY-	All Managers (Combined)	$828.9K	0.7% ($828.9K/$115.6M)	QoQ +6.49% (+$50.5K) YoY-
ORACLE CORP(ORCLcusip68389X105)	5.7K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$795.7K	0.7% ($795.7K/$115.6M)	QoQ -16.10% (-$152.7K) YoY-
(VCITcusip92206C870)	9.6K	QoQ +3.73% (+346) YoY-	All Managers (Combined)	$785.7K	0.7% ($785.7K/$115.6M)	QoQ +5.66% (+$42.1K) YoY-
Medtronic plc(MDTcusipG5960L103)	8.2K	QoQ -6.72% (-589) YoY-	All Managers (Combined)	$733.6K	0.6% ($733.6K/$115.6M)	QoQ +4.33% (-$30.5K) YoY-
CHEVRON CORP(CVXcusip166764100)	4.3K	QoQ +0.16% (+7) YoY-	All Managers (Combined)	$723.7K	0.6% ($723.7K/$115.6M)	QoQ +15.69% (+$98.2K) YoY-
FEDEX CORP(FDXcusip31428X106)	2.9K	QoQ +1.54% (-44) YoY-	All Managers (Combined)	$704.3K	0.6% ($704.3K/$115.6M)	QoQ -12.27% (-$98.5K) YoY-
Walt Disney Co(DIScusip254687106)	7.0K	QoQ -0.83% (-59) YoY-	All Managers (Combined)	$693.2K	0.6% ($693.2K/$115.6M)	QoQ -12.35% (-$97.7K) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	1.3K	QoQ -1.84% (-24) YoY-	All Managers (Combined)	$681.7K	0.6% ($681.7K/$115.6M)	QoQ +15.33% (-$90.6K) YoY-
Palo Alto Networks Inc(PANWcusip697435105)	3.8K	QoQ +6.57% (-233) YoY-	All Managers (Combined)	$644.5K	0.6% ($644.5K/$115.6M)	QoQ -0.05% (-$359) YoY-
Public Storage(PSAcusip74460D109)	2.1K	QoQ +1.70% (+35) YoY-	All Managers (Combined)	$625.3K	0.5% ($625.3K/$115.6M)	QoQ +1.65% (+$10.2K) YoY-
LOCKHEED MARTIN CORP(LMTcusip539830109)	1.4K	QoQ +0.51% (-7) YoY-	All Managers (Combined)	$606.6K	0.5% ($606.6K/$115.6M)	QoQ -7.59% (-$49.9K) YoY-
Merck & Co., Inc.(MRKcusip58933Y105)	6.4K	QoQ +0.17% (-11) YoY-	All Managers (Combined)	$571.0K	0.5% ($571.0K/$115.6M)	QoQ -10.04% (-$63.8K) YoY-
Blackstone Inc.(BXcusip09260D107)	4.0K	QoQ -2.72% (-113) YoY-	All Managers (Combined)	$564.9K	0.5% ($564.9K/$115.6M)	QoQ -21.13% (-$151.4K) YoY-
HERSHEY CO(HSYcusip427866108)	3.2K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$552.9K	0.5% ($552.9K/$115.6M)	QoQ +0.99% (+$5.4K) YoY-