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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3M CO

MMM|88579Y101

Shares:2.0K

Value:$300.3K

% of Portfolio:0.3% ($300.3K/$115.6M)

Broadcom Inc.

AVGO|11135F101

Shares:1.7K

Value:$286.1K

% of Portfolio:0.2% ($286.1K/$115.6M)

SCHWAB CHARLES CORP

SCHW|808513105

Shares:3.3K

Value:$259.6K

% of Portfolio:0.2% ($259.6K/$115.6M)

COMCAST CORP

CMCSA|20030N101

Shares:6.7K

Value:$248.4K

% of Portfolio:0.2% ($248.4K/$115.6M)

MOODYS CORP /DE/

MCO|615369105

Shares:500

Value:$232.8K

% of Portfolio:0.2% ($232.8K/$115.6M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:694

Value:$212.0K

% of Portfolio:0.2% ($212.0K/$115.6M)

FS KKR Capital Corp

FSK|302635206

Shares:10.1K

Value:$211.1K

% of Portfolio:0.2% ($211.1K/$115.6M)

Meta Platforms, Inc.

META|30303M102

Shares:354

Value:$204.0K

% of Portfolio:0.2% ($204.0K/$115.6M)

Mondelez International, Inc.

MDLZ|609207105

Shares:3.0K

Value:$201.2K

% of Portfolio:0.2% ($201.2K/$115.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
3M CO(MMMcusip88579Y101)	2.0K	QoQ -4.66% (-100) YoY-	All Managers (Combined)	$300.3K	0.3% ($300.3K/$115.6M)	QoQ +8.48% (-$23.5K) YoY-
Broadcom Inc.(AVGOcusip11135F101)	1.7K	QoQ +71.41% (+712) YoY-	All Managers (Combined)	$286.1K	0.2% ($286.1K/$115.6M)	QoQ +23.79% (+$55.0K) YoY-
SCHWAB CHARLES CORP(SCHWcusip808513105)	3.3K	QoQ +21.55% (+588) YoY-	All Managers (Combined)	$259.6K	0.2% ($259.6K/$115.6M)	QoQ +28.56% (+$57.7K) YoY-
COMCAST CORP(CMCSAcusip20030N101)	6.7K	QoQ -3.47% (-242) YoY-	All Managers (Combined)	$248.4K	0.2% ($248.4K/$115.6M)	QoQ -5.09% (-$13.3K) YoY-
MOODYS CORP /DE/(MCOcusip615369105)	500	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$232.8K	0.2% ($232.8K/$115.6M)	QoQ -1.62% (-$3.8K) YoY-
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	694	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$212.0K	0.2% ($212.0K/$115.6M)	QoQ +3.97% (+$8.1K) YoY-
FS KKR Capital Corp(FSKcusip302635206)	10.1K	QoQ -1.22% (-125) YoY-	All Managers (Combined)	$211.1K	0.2% ($211.1K/$115.6M)	QoQ -4.72% (-$10.5K) YoY-
Meta Platforms, Inc.(METAcusip30303M102)	354	QoQ NEW(+354) YoY-	All Managers (Combined)	$204.0K	0.2% ($204.0K/$115.6M)	QoQ NEW(+$204.0K) YoY-
Mondelez International, Inc.(MDLZcusip609207105)	3.0K	QoQ NEW(+3.0K) YoY-	All Managers (Combined)	$201.2K	0.2% ($201.2K/$115.6M)	QoQ NEW(+$201.2K) YoY-