Shum Financial Group, Inc.

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0002044675

Type: FundHoldings: 89Value: $115.6MLatest: 2025Q1

Shum Financial Group, Inc. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 89 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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:

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Apple Inc.

AAPL|037833100

Shares:34.9K

Value:$7.8M

% of Portfolio:6.7% ($7.8M/$115.6M)

46432F339

QUAL|46432F339

Shares:29.3K

Value:$5.0M

% of Portfolio:4.3% ($5.0M/$115.6M)

464289511

Shares:98.5K

Value:$4.9M

% of Portfolio:4.3% ($4.9M/$115.6M)

464288877

Shares:80.7K

Value:$4.8M

% of Portfolio:4.1% ($4.8M/$115.6M)

MICROSOFT CORP

MSFT|594918104

Shares:10.9K

Value:$4.1M

% of Portfolio:3.5% ($4.1M/$115.6M)

78468R853

Shares:99.6K

Value:$4.1M

% of Portfolio:3.5% ($4.1M/$115.6M)

78464A763

SDY|78464A763

Shares:25.7K

Value:$3.5M

% of Portfolio:3.0% ($3.5M/$115.6M)

78463X509

Shares:74.6K

Value:$2.9M

% of Portfolio:2.5% ($2.9M/$115.6M)

78464A508

SPYV|78464A508

Shares:52.7K

Value:$2.7M

% of Portfolio:2.3% ($2.7M/$115.6M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:10.9K

Value:$2.7M

% of Portfolio:2.3% ($2.7M/$115.6M)

46434V456

Shares:65.2K

Value:$2.6M

% of Portfolio:2.2% ($2.6M/$115.6M)

78464A847

Shares:47.6K

Value:$2.4M

% of Portfolio:2.1% ($2.4M/$115.6M)

78464A409

SPYG|78464A409

Shares:30.3K

Value:$2.4M

% of Portfolio:2.1% ($2.4M/$115.6M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:14.3K

Value:$2.4M

% of Portfolio:2.1% ($2.4M/$115.6M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:4.5K

Value:$2.3M

% of Portfolio:2.0% ($2.3M/$115.6M)

AMAZON COM INC

AMZN|023135106

Shares:11.5K

Value:$2.2M

% of Portfolio:1.9% ($2.2M/$115.6M)

BlackRock, Inc.

BLK|09290D101

Shares:2.2K

Value:$2.1M

% of Portfolio:1.8% ($2.1M/$115.6M)

NVIDIA CORP

NVDA|67066G104

Shares:18.5K

Value:$2.0M

% of Portfolio:1.7% ($2.0M/$115.6M)

HOME DEPOT, INC.

HD|437076102

Shares:5.3K

Value:$2.0M

% of Portfolio:1.7% ($2.0M/$115.6M)

Walmart Inc.

WMT|931142103

Shares:21.9K

Value:$1.9M

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

Instrument	Shares		Other Manager	Value	% of Portfolio
Apple Inc.(AAPLcusip037833100)	34.9K	QoQ +0.34% (-119) YoY-	All Managers (Combined)	$7.8M	6.7% ($7.8M/$115.6M)	QoQ -10.99% (-$958.3K) YoY-
(QUALcusip46432F339)	29.3K	QoQ +0.16% (-47) YoY-	All Managers (Combined)	$5.0M	4.3% ($5.0M/$115.6M)	QoQ -3.88% (-$201.9K) YoY-
(cusip464289511)✕	98.5K	QoQ +0.70% (+687) YoY-	All Managers (Combined)	$4.9M	4.3% ($4.9M/$115.6M)	QoQ +2.39% (+$115.7K) YoY-
(cusip464288877)✕	80.7K	QoQ +1.66% (+1.3K) YoY-	All Managers (Combined)	$4.8M	4.1% ($4.8M/$115.6M)	QoQ +14.20% (+$591.7K) YoY-
MICROSOFT CORP(MSFTcusip594918104)	10.9K	QoQ +3.00% (-317) YoY-	All Managers (Combined)	$4.1M	3.5% ($4.1M/$115.6M)	QoQ -8.27% (-$368.2K) YoY-
(cusip78468R853)✕	99.6K	QoQ +0.81% (-803) YoY-	All Managers (Combined)	$4.1M	3.5% ($4.1M/$115.6M)	QoQ -8.52% (-$378.3K) YoY-
(SDYcusip78464A763)	25.7K	QoQ -0.69% (-181) YoY-	All Managers (Combined)	$3.5M	3.0% ($3.5M/$115.6M)	QoQ +1.99% (-$68.1K) YoY-
(cusip78463X509)✕	74.6K	QoQ +2.63% (+1.9K) YoY-	All Managers (Combined)	$2.9M	2.5% ($2.9M/$115.6M)	QoQ +5.31% (+$148.1K) YoY-
(SPYVcusip78464A508)	52.7K	QoQ +2.22% (+1.1K) YoY-	All Managers (Combined)	$2.7M	2.3% ($2.7M/$115.6M)	QoQ +2.07% (+$54.8K) YoY-
JPMORGAN CHASE & CO(JPMcusip46625H100)	10.9K	QoQ +0.11% (+13) YoY-	All Managers (Combined)	$2.7M	2.3% ($2.7M/$115.6M)	QoQ +2.45% (+$64.2K) YoY-
(cusip46434V456)✕	65.2K	QoQ +1.60% (+1.0K) YoY-	All Managers (Combined)	$2.6M	2.2% ($2.6M/$115.6M)	QoQ +8.64% (+$205.9K) YoY-
(cusip78464A847)✕	47.6K	QoQ +1.54% (-724) YoY-	All Managers (Combined)	$2.4M	2.1% ($2.4M/$115.6M)	QoQ -4.97% (-$127.6K) YoY-
(SPYGcusip78464A409)	30.3K	QoQ +0.30% (-91) YoY-	All Managers (Combined)	$2.4M	2.1% ($2.4M/$115.6M)	QoQ -8.29% (-$220.2K) YoY-
JOHNSON & JOHNSON(JNJcusip478160104)	14.3K	QoQ -1.59% (-232) YoY-	All Managers (Combined)	$2.4M	2.1% ($2.4M/$115.6M)	QoQ +12.83% (-$269.9K) YoY-
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	4.5K	QoQ +18.87% (+710) YoY-	All Managers (Combined)	$2.3M	2.0% ($2.3M/$115.6M)	QoQ +23.08% (+$439.1K) YoY-
AMAZON COM INC(AMZNcusip023135106)	11.5K	QoQ +3.39% (-377) YoY-	All Managers (Combined)	$2.2M	1.9% ($2.2M/$115.6M)	QoQ -10.33% (-$251.3K) YoY-
BlackRock, Inc.(BLKcusip09290D101)	2.2K	QoQ +1.49% (-32) YoY-	All Managers (Combined)	$2.1M	1.8% ($2.1M/$115.6M)	QoQ -6.29% (-$138.0K) YoY-
NVIDIA CORP(NVDAcusip67066G104)	18.5K	QoQ +2.56% (-463) YoY-	All Managers (Combined)	$2.0M	1.7% ($2.0M/$115.6M)	QoQ -17.22% (-$417.4K) YoY-
HOME DEPOT, INC.(HDcusip437076102)	5.3K	QoQ +0.45% (-24) YoY-	All Managers (Combined)	$2.0M	1.7% ($2.0M/$115.6M)	QoQ -5.35% (-$110.7K) YoY-
Walmart Inc.(WMTcusip931142103)	21.9K	QoQ +3.16% (+672) YoY-	All Managers (Combined)	$1.9M	1.7% ($1.9M/$115.6M)	QoQ +0.10% (+$2.1K) YoY-