Shum Financial Group, Inc.

13F filer · CIK 0002044675

Reported Jul 22, 2026

Net buyer this quarter

13F portfolio value$166MU.S. long equity reported on 13F

Positions719 new · 3 closed

Net flow last quarter+$3.42MBuys minus sells

Top 10 positions weight28.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 22, 202671 positions
AAPLApple Inc.	$14.2M	8.56%	0.00%	+1.0%	Q3 2024
IGLBBimergen Energy Corp	$4.89M	2.95%	Not reported	-1.9%	Q3 2024
MSFTMicrosoft Corp	$4.83M	2.91%	0.00%	+4.8%	Q3 2024
NVDANvidia Corp	$4.72M	2.84%	0.00%	+9.9%	Q3 2024
GOOGLAlphabet Inc.	$3.73M	2.25%	0.00%	+9.3%	Q3 2024
JPMJPMorgan Chase & Co	$3.38M	2.04%	0.00%	-0.5%	Q3 2024
SPMDSupermedia Inc.	$3.24M	1.95%	Not reported	+0.9%	Q3 2024
AMZNAmazon Com Inc	$2.97M	1.79%	0.00%	+1.6%	Q3 2024
JNJJohnson & Johnson	$2.95M	1.78%	0.00%	-0.2%	Q3 2024
WMTWalmart Inc.	$2.53M	1.53%	0.00%	+0.4%	Q3 2024
PANWPalo Alto Networks Inc	$2.28M	1.38%	0.00%	+3.0%	Q3 2024
UNHUnitedhealth Group Inc	$2.15M	1.30%	0.00%	+0.3%	Q3 2024
BLKBlackRock, Inc.	$2.1M	1.27%	0.00%	+0.4%	Q3 2024
HDHome Depot, Inc.	$2.08M	1.25%	0.00%	-4.5%	Q3 2024
AMDAdvanced Micro Devices Inc	$1.98M	1.19%	0.00%	+3.5%	Q3 2024
LLYELI LILLY & Co	$1.74M	1.05%	0.00%	-2.2%	Q3 2024
COSTCostco Wholesale Corp	$1.6M	0.97%	0.00%	+3.4%	Q3 2024
VVisa Inc.	$1.52M	0.92%	0.00%	-0.2%	Q3 2024
USRTEnigma-Bulwark, Ltd.	$1.47M	0.89%	Not reported	-0.1%	Q3 2024
CSCOCisco Systems, Inc.	$1.32M	0.79%	0.00%	-0.6%	Q3 2024
ABBVAbbVie Inc.	$1.29M	0.78%	0.00%	-1.9%	Q3 2024
PLDPrologis, Inc.	$1.29M	0.78%	0.00%	-0.1%	Q3 2024
AVGOBroadcom Inc.	$1.19M	0.72%	0.00%	+10.1%	Q4 2024
QCOMQualcomm Inc	$1.18M	0.71%	0.00%	-0.4%	Q3 2024
PPLPPL Corp	$1.11M	0.67%	0.00%	-1.6%	Q3 2024
IBMInternational Business Machines Corp	$1.02M	0.61%	0.00%	+0.2%	Q3 2024
CRWDCrowdStrike Holdings, Inc.	$956K	0.58%	0.00%	+7.9%	Q3 2024
PMPhilip Morris International Inc.	$942K	0.57%	0.00%	+1.0%	Q3 2024
UPSUnited Parcel Service Inc	$880K	0.53%	0.00%	-1.0%	Q3 2024
PGPROCTER & GAMBLE Co	$877K	0.53%	0.00%	-8.4%	Q3 2024
ASMLAsml Holding NV	$826K	0.50%	0.00%	+57.8%	Q4 2025
AMTAmerican Tower Corp	$768K	0.46%	0.00%	+5.3%	Q3 2024
ORCLOracle Corp	$766K	0.46%	0.00%	-4.8%	Q3 2024
MRKMerck & Co., Inc.	$757K	0.46%	0.00%	-1.1%	Q3 2024
GEGeneral Electric Co	$735K	0.44%	0.00%	+0.3%	Q3 2024
SPYSPDR S&P 500 ETF Trust	$731K	0.44%	Not reported	New	Q2 2026
SCHWSchwab Charles Corp	$708K	0.43%	0.00%	+21.7%	Q4 2024
ABTAbbott Laboratories	$702K	0.42%	0.00%	-3.7%	Q3 2024
CRMSalesforce, Inc.	$694K	0.42%	0.00%	+3.9%	Q3 2024
PSAPublic Storage	$640K	0.39%	0.00%	+2.3%	Q3 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$612K	0.37%	0.00%	New	Q2 2026
NFLXNetflix Inc	$602K	0.36%	0.00%	-4.1%	Q3 2024
LMTLockheed Martin Corp	$597K	0.36%	0.00%	-1.1%	Q3 2024
GOOGAlphabet Inc.	$590K	0.36%	Not reported	+9.9%	Q4 2024
BRK.BBerkshire Hathaway Inc	$587K	0.35%	Not reported	-2.5%	Q3 2024
SPABASTROTECH Corp	$584K	0.35%	Not reported	+7.9%	Q3 2024
FDXFedex Corp	$567K	0.34%	0.00%	-12.1%	Q3 2024
GEVGE Vernova Inc.	$549K	0.33%	0.00%	+0.2%	Q3 2025
PEPPepsico Inc	$524K	0.32%	0.00%	-11.5%	Q3 2024
HSYHershey Co	$518K	0.31%	0.00%	Not reported	Q3 2024

Q1 2026Reported Apr 22, 202664 positions
AAPLApple Inc.	$12.3M	8.72%	0.00%	+42.1%	Q3 2024
IGLBBimergen Energy Corp	$4.95M	3.50%	Not reported	+1.5%	Q3 2024
MSFTMicrosoft Corp	$4.58M	3.24%	0.00%	+10.1%	Q3 2024
NVDANvidia Corp	$3.74M	2.65%	0.00%	+11.8%	Q3 2024
JPMJPMorgan Chase & Co	$3.06M	2.16%	0.00%	-0.6%	Q3 2024
JNJJohnson & Johnson	$2.84M	2.01%	0.00%	-4.0%	Q3 2024
SPMDSupermedia Inc.	$2.82M	1.99%	Not reported	+0.5%	Q3 2024
WMTWalmart Inc.	$2.77M	1.96%	0.00%	-1.1%	Q3 2024
GOOGLAlphabet Inc.	$2.75M	1.94%	0.00%	+4.3%	Q3 2024
AMZNAmazon Com Inc	$2.56M	1.81%	0.00%	+2.8%	Q3 2024
BLKBlackRock, Inc.	$2.1M	1.48%	0.00%	-0.1%	Q3 2024
HDHome Depot, Inc.	$2.03M	1.43%	0.00%	-1.2%	Q3 2024
COSTCostco Wholesale Corp	$1.65M	1.17%	0.00%	+1.2%	Q3 2024
UNHUnitedhealth Group Inc	$1.4M	0.99%	0.00%	+1.6%	Q3 2024
LLYELI LILLY & Co	$1.37M	0.97%	0.00%	-5.5%	Q3 2024
VVisa Inc.	$1.34M	0.95%	0.00%	+0.2%	Q3 2024
USRTEnigma-Bulwark, Ltd.	$1.31M	0.93%	Not reported	-0.3%	Q3 2024
PLDPrologis, Inc.	$1.26M	0.89%	0.00%	+0.3%	Q3 2024
PPLPPL Corp	$1.18M	0.84%	0.00%	-0.2%	Q3 2024
ABBVAbbVie Inc.	$1.14M	0.81%	0.00%	+0.3%	Q3 2024
PANWPalo Alto Networks Inc	$1.04M	0.74%	0.00%	+11.0%	Q3 2024
PGPROCTER & GAMBLE Co	$944K	0.67%	0.00%	-0.8%	Q3 2024
XOMExxonMobil Holdings Corp	$917K	0.65%	0.00%	-13.9%	Q3 2024
AVGOBroadcom Inc.	$885K	0.63%	0.00%	+5.0%	Q4 2024
IBMInternational Business Machines Corp	$875K	0.62%	0.00%	+0.3%	Q3 2024
CSCOCisco Systems, Inc.	$875K	0.62%	0.00%	-0.1%	Q3 2024
PMPhilip Morris International Inc.	$852K	0.60%	0.00%	-1.5%	Q3 2024
NFLXNetflix Inc	$844K	0.60%	0.00%	+0.6%	Q3 2024
QCOMQualcomm Inc	$825K	0.58%	0.00%	+0.1%	Q3 2024
ABTAbbott Laboratories	$825K	0.58%	0.00%	-0.2%	Q3 2024
UPSUnited Parcel Service Inc	$814K	0.58%	0.00%	+3.5%	Q3 2024
ORCLOracle Corp	$807K	0.57%	0.00%	Not reported	Q3 2024
CRMSalesforce, Inc.	$796K	0.56%	0.00%	+0.6%	Q3 2024
AMTAmerican Tower Corp	$770K	0.54%	0.00%	+7.7%	Q3 2024
FDXFedex Corp	$734K	0.52%	0.00%	-4.7%	Q3 2024
LMTLockheed Martin Corp	$716K	0.51%	0.00%	Not reported	Q3 2024
MRKMerck & Co., Inc.	$716K	0.51%	0.00%	-1.5%	Q3 2024
PEPPepsico Inc	$679K	0.48%	0.00%	-0.1%	Q3 2024
AMDAdvanced Micro Devices Inc	$668K	0.47%	0.00%	+11.1%	Q3 2024
CVXChevron Corp	$641K	0.45%	0.00%	-23.4%	Q3 2024
HSYHershey Co	$614K	0.43%	0.00%	Not reported	Q3 2024
SCHWSchwab Charles Corp	$593K	0.42%	0.00%	+11.0%	Q4 2024
BRK.BBerkshire Hathaway Inc	$577K	0.41%	Not reported	+1.3%	Q3 2024
DISWalt Disney Co	$574K	0.41%	0.00%	-2.7%	Q3 2024
GEGeneral Electric Co	$557K	0.39%	0.00%	-1.0%	Q3 2024
SPABASTROTECH Corp	$543K	0.38%	Not reported	+1.5%	Q3 2024
PSAPublic Storage	$533K	0.38%	0.00%	-0.6%	Q3 2024
BXBlackstone Inc.	$479K	0.34%	0.00%	+3.0%	Q3 2024
CRWDCrowdStrike Holdings, Inc.	$453K	0.32%	0.00%	-0.1%	Q3 2024
GOOGAlphabet Inc.	$436K	0.31%	Not reported	+27.7%	Q4 2024

Q4 2025Reported Jan 15, 202664 positions
AAPLApple Inc.	$9.3M	6.70%	0.00%	-3.1%	Q3 2024
MSFTMicrosoft Corp	$5.43M	3.91%	0.00%	+2.3%	Q3 2024
IGLBBimergen Energy Corp	$4.96M	3.57%	Not reported	+1.0%	Q3 2024
NVDANvidia Corp	$3.58M	2.58%	0.00%	+1.7%	Q3 2024
JPMJPMorgan Chase & Co	$3.37M	2.43%	0.00%	-0.8%	Q3 2024
GOOGLAlphabet Inc.	$2.87M	2.07%	0.00%	+2.9%	Q3 2024
AMZNAmazon Com Inc	$2.76M	1.99%	0.00%	+3.5%	Q3 2024
SPMDSupermedia Inc.	$2.74M	1.97%	Not reported	+1.1%	Q3 2024
JNJJohnson & Johnson	$2.51M	1.81%	0.00%	-2.8%	Q3 2024
WMTWalmart Inc.	$2.51M	1.81%	0.00%	+2.6%	Q3 2024
BLKBlackRock, Inc.	$2.34M	1.68%	0.00%	+0.4%	Q3 2024
HDHome Depot, Inc.	$2.15M	1.55%	0.00%	-0.4%	Q3 2024
LLYELI LILLY & Co	$1.69M	1.22%	0.00%	-2.0%	Q3 2024
UNHUnitedhealth Group Inc	$1.68M	1.21%	0.00%	+6.9%	Q3 2024
VVisa Inc.	$1.56M	1.12%	0.00%	+2.5%	Q3 2024
COSTCostco Wholesale Corp	$1.41M	1.02%	0.00%	+0.7%	Q3 2024
USRTEnigma-Bulwark, Ltd.	$1.27M	0.91%	Not reported	-0.3%	Q3 2024
PLDPrologis, Inc.	$1.21M	0.87%	0.00%	+3.0%	Q3 2024
ABBVAbbVie Inc.	$1.19M	0.86%	0.00%	-2.0%	Q3 2024
CRMSalesforce, Inc.	$1.12M	0.81%	0.00%	+1.2%	Q3 2024
QCOMQualcomm Inc	$1.09M	0.79%	0.00%	+0.9%	Q3 2024
PPLPPL Corp	$1.09M	0.78%	0.00%	-0.4%	Q3 2024
PANWPalo Alto Networks Inc	$1.08M	0.78%	0.00%	+8.6%	Q3 2024
ORCLOracle Corp	$1.07M	0.77%	0.00%	+1.0%	Q3 2024
IBMInternational Business Machines Corp	$1.07M	0.77%	0.00%	+0.8%	Q3 2024
ABTAbbott Laboratories	$1.01M	0.73%	0.00%	-1.0%	Q3 2024
PGPROCTER & GAMBLE Co	$943K	0.68%	0.00%	-0.9%	Q3 2024
AVGOBroadcom Inc.	$943K	0.68%	0.00%	+63.0%	Q4 2024
CSCOCisco Systems, Inc.	$870K	0.63%	0.00%	-0.5%	Q3 2024
PMPhilip Morris International Inc.	$839K	0.60%	0.00%	-1.8%	Q3 2024
NFLXNetflix Inc	$818K	0.59%	0.00%	+6.2%	Q3 2024
UPSUnited Parcel Service Inc	$793K	0.57%	0.00%	+36.6%	Q3 2024
XOMExxonMobil Holdings Corp	$755K	0.54%	0.00%	-8.3%	Q3 2024
AMTAmerican Tower Corp	$727K	0.52%	0.00%	+9.1%	Q3 2024
DISWalt Disney Co	$697K	0.50%	0.00%	-0.7%	Q3 2024
MRKMerck & Co., Inc.	$636K	0.46%	0.00%	-0.7%	Q3 2024
AMDAdvanced Micro Devices Inc	$634K	0.46%	0.00%	+1.6%	Q3 2024
PEPPepsico Inc	$629K	0.45%	0.00%	-0.9%	Q3 2024
FDXFedex Corp	$625K	0.45%	0.00%	-1.1%	Q3 2024
BXBlackstone Inc.	$624K	0.45%	0.00%	+8.8%	Q3 2024
CVXChevron Corp	$616K	0.44%	0.00%	-0.4%	Q3 2024
GEGeneral Electric Co	$611K	0.44%	0.00%	-0.2%	Q3 2024
BRK.BBerkshire Hathaway Inc	$598K	0.43%	Not reported	-0.3%	Q3 2024
LMTLockheed Martin Corp	$573K	0.41%	0.00%	-1.7%	Q3 2024
SCHWSchwab Charles Corp	$568K	0.41%	0.00%	+26.8%	Q4 2024
CRWDCrowdStrike Holdings, Inc.	$545K	0.39%	0.00%	+3.7%	Q3 2024
SPABASTROTECH Corp	$538K	0.39%	Not reported	+5.0%	Q3 2024
HSYHershey Co	$537K	0.39%	0.00%	-3.3%	Q3 2024
PSAPublic Storage	$513K	0.37%	0.00%	+0.8%	Q3 2024
AXPAmerican Express Co	$499K	0.36%	0.00%	+1.3%	Q3 2024

Q3 2025Reported Oct 20, 202565 positions
AAPLApple Inc.	$8.98M	6.70%	0.00%	+1.0%	Q3 2024
MSFTMicrosoft Corp	$5.69M	4.25%	0.00%	+1.0%	Q3 2024
IGLBBimergen Energy Corp	$5.01M	3.74%	Not reported	-1.3%	Q3 2024
NVDANvidia Corp	$3.52M	2.63%	0.00%	+2.0%	Q3 2024
JPMJPMorgan Chase & Co	$3.33M	2.48%	0.00%	-3.5%	Q3 2024
SPMDSupermedia Inc.	$2.68M	2.00%	Not reported	-1.7%	Q3 2024
HDHome Depot, Inc.	$2.54M	1.89%	0.00%	+17.5%	Q3 2024
AMZNAmazon Com Inc	$2.54M	1.89%	0.00%	+0.8%	Q3 2024
BLKBlackRock, Inc.	$2.53M	1.89%	0.00%	+0.1%	Q3 2024
JNJJohnson & Johnson	$2.31M	1.73%	0.00%	-12.8%	Q3 2024
WMTWalmart Inc.	$2.26M	1.69%	0.00%	+0.2%	Q3 2024
GOOGLAlphabet Inc.	$2.16M	1.61%	0.00%	+2.1%	Q3 2024
UNHUnitedhealth Group Inc	$1.64M	1.22%	0.00%	+6.2%	Q3 2024
ORCLOracle Corp	$1.53M	1.14%	0.00%	-4.6%	Q3 2024
COSTCostco Wholesale Corp	$1.51M	1.12%	0.00%	-4.6%	Q3 2024
VVisa Inc.	$1.48M	1.10%	0.00%	+2.5%	Q3 2024
USRTEnigma-Bulwark, Ltd.	$1.31M	0.98%	Not reported	+0.9%	Q3 2024
ABBVAbbVie Inc.	$1.24M	0.92%	0.00%	-5.2%	Q3 2024
LLYELI LILLY & Co	$1.22M	0.91%	0.00%	-3.3%	Q3 2024
PPLPPL Corp	$1.16M	0.87%	0.00%	-0.8%	Q3 2024
PANWPalo Alto Networks Inc	$1.1M	0.82%	0.00%	+42.7%	Q3 2024
ABTAbbott Laboratories	$1.09M	0.81%	0.00%	-3.1%	Q3 2024
QCOMQualcomm Inc	$1.06M	0.79%	0.00%	-9.1%	Q3 2024
PLDPrologis, Inc.	$1.05M	0.79%	0.00%	-5.2%	Q3 2024
PGPROCTER & GAMBLE Co	$1.02M	0.76%	0.00%	-5.2%	Q3 2024
IBMInternational Business Machines Corp	$1.01M	0.75%	0.00%	+0.8%	Q3 2024
CRMSalesforce, Inc.	$993K	0.74%	0.00%	+3.9%	Q3 2024
NFLXNetflix Inc	$985K	0.74%	0.00%	-9.2%	Q3 2024
PMPhilip Morris International Inc.	$864K	0.64%	0.00%	-7.9%	Q3 2024
CSCOCisco Systems, Inc.	$776K	0.58%	0.00%	-32.7%	Q3 2024
XOMExxonMobil Holdings Corp	$772K	0.58%	0.00%	-10.1%	Q3 2024
AMTAmerican Tower Corp	$730K	0.54%	0.00%	-9.5%	Q3 2024
DISWalt Disney Co	$706K	0.53%	0.00%	-12.2%	Q3 2024
BXBlackstone Inc.	$635K	0.47%	0.00%	-8.0%	Q3 2024
CVXChevron Corp	$630K	0.47%	0.00%	-6.2%	Q3 2024
PEPPepsico Inc	$621K	0.46%	0.00%	-28.3%	Q3 2024
LMTLockheed Martin Corp	$602K	0.45%	0.00%	-11.2%	Q3 2024
BRK.BBerkshire Hathaway Inc	$599K	0.45%	Not reported	-6.9%	Q3 2024
GEGeneral Electric Co	$597K	0.45%	0.00%	-9.3%	Q3 2024
HSYHershey Co	$571K	0.43%	0.00%	-5.6%	Q3 2024
PSAPublic Storage	$567K	0.42%	0.00%	-6.1%	Q3 2024
AVGOBroadcom Inc.	$551K	0.41%	0.00%	-2.2%	Q4 2024
CRWDCrowdStrike Holdings, Inc.	$550K	0.41%	0.00%	+7.9%	Q3 2024
FDXFedex Corp	$515K	0.38%	0.00%	-24.3%	Q3 2024
SPABASTROTECH Corp	$514K	0.38%	Not reported	+6.8%	Q3 2024
MRKMerck & Co., Inc.	$511K	0.38%	0.00%	-4.4%	Q3 2024
UPSUnited Parcel Service Inc	$489K	0.36%	0.00%	+48.1%	Q3 2024
MDTMedtronic plc	$486K	0.36%	0.00%	-37.5%	Q3 2024
AMDAdvanced Micro Devices Inc	$471K	0.35%	0.00%	-42.4%	Q3 2024
AXPAmerican Express Co	$442K	0.33%	0.00%	-1.0%	Q3 2024

Premium opens every quarter this fund has filed