Shum Financial Group, Inc. Portfolio Stock Holdings
Shum Financial Group, Inc. disclosed 93 stock positions valued at approximately $141.4 million in its latest SEC 13F filing. The largest holdings include APPLE INC, ISHARES TR, and ISHARES TR. The filing reflects positions held as of March 31, 2026 and was filed on April 22, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 93
- Portfolio Value
- $141.4M
Holdings by Sector
Shum Financial Group, Inc. Portfolio Holdings in Q1 2026
92 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 8.72% | 48,600 | +14,401 | +42.11% | $12,334,307 |
| ISHARES TR | EFV | Other | 7.89% | 150,162 | +2,776 | +1.88% | $11,164,508 |
| ISHARES TR | QUAL | Other | 4.15% | 30,609 | +513 | +1.70% | $5,871,112 |
| ISHARES TR | IGLB | Other | 3.50% | 99,669 | +1,446 | +1.47% | $4,946,572 |
| SPDR SERIES TRUST | SPSM | Other | 3.29% | 96,266 | +77 | +0.08% | $4,651,555 |
| MICROSOFT CORP | MSFT | Technology | 3.24% | 12,365 | +1,130 | +10.06% | $4,577,006 |
| ISHARES TR | IQLT | Other | 2.82% | 86,177 | +3,473 | +4.20% | $3,983,963 |
| SPDR SERIES TRUST | SDY | Other | 2.70% | 26,198 | -347 | -1.31% | $3,823,336 |
| NVIDIA CORPORATION | NVDA | Technology | 2.65% | 21,455 | +2,259 | +11.77% | $3,741,818 |
| SPDR INDEX SHS FDS | SPEM | Other | 2.63% | 79,256 | +1,980 | +2.56% | $3,717,893 |
| SPDR SERIES TRUST | SPYV | Other | 2.55% | 63,777 | +2,728 | +4.47% | $3,608,522 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 2.16% | 10,387 | -66 | -0.63% | $3,055,543 |
| SPDR SERIES TRUST | SPYG | Other | 2.03% | 29,351 | +246 | +0.85% | $2,873,805 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 2.01% | 11,639 | -488 | -4.02% | $2,844,972 |
| SPDR SERIES TRUST | SPMD | Other | 1.99% | 47,573 | +241 | +0.51% | $2,817,266 |
| WALMART INC | WMT | Consumer Defensive | 1.96% | 22,267 | -243 | -1.08% | $2,767,330 |
| ALPHABET INC | GOOGL | Communication Services | 1.94% | 9,559 | +397 | +4.33% | $2,748,786 |
| ISHARES TR | EFG | Other | 1.88% | 23,904 | +1,478 | +6.59% | $2,662,170 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.81% | 12,290 | +334 | +2.79% | $2,559,626 |
| SPDR SERIES TRUST | MDYV | Other | 1.76% | 29,263 | +1,151 | +4.09% | $2,491,744 |
| BLACKROCK INC | BLK | Other | 1.48% | 2,180 | -3 | -0.14% | $2,096,359 |
| HOME DEPOT INC | HD | Consumer Cyclical | 1.43% | 6,170 | -76 | -1.22% | $2,029,251 |
| ISHARES TR | IXN | Other | 1.34% | 18,893 | -149 | -0.78% | $1,888,716 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 1.17% | 1,658 | +20 | +1.22% | $1,652,081 |
| SELECT SECTOR SPDR TR | XLU | Other | 1.03% | 31,679 | +38 | +0.12% | $1,453,749 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.99% | 5,157 | +82 | +1.62% | $1,395,433 |
| ELI LILLY & CO | LLY | Healthcare | 0.97% | 1,486 | -87 | -5.53% | $1,366,778 |
| VISA INC | V | Financial Services | 0.95% | 4,445 | +10 | +0.23% | $1,343,535 |
| ISHARES TR | USRT | Other | 0.93% | 22,141 | -76 | -0.34% | $1,310,555 |
| PROLOGIS INC. | PLD | Real Estate | 0.89% | 9,512 | +32 | +0.34% | $1,257,230 |
| SSGA ACTIVE ETF TR | SRLN | Other | 0.86% | 30,352 | +366 | +1.22% | $1,218,316 |
| PPL CORP | PPL | Utilities | 0.84% | 31,008 | -62 | -0.20% | $1,184,506 |
| ABBVIE INC | ABBV | Healthcare | 0.81% | 5,244 | +17 | +0.33% | $1,140,424 |
| SSGA ACTIVE TR | EMTL | Other | 0.75% | 24,773 | +1,341 | +5.72% | $1,054,349 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.74% | 6,497 | +646 | +11.04% | $1,041,599 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.67% | 6,532 | -50 | -0.76% | $943,552 |
| EXXON MOBIL CORP | XOM | Energy | 0.65% | 5,403 | -874 | -13.92% | $916,590 |
| BROADCOM INC | AVGO | Technology | 0.63% | 2,859 | +135 | +4.96% | $884,889 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.62% | 3,611 | +10 | +0.28% | $875,270 |
| CISCO SYS INC | CSCO | Technology | 0.62% | 11,279 | -10 | -0.09% | $875,138 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 0.61% | 10,504 | -177 | -1.66% | $869,174 |
| J P MORGAN EXCHANGE TRADED F | JMST | Other | 0.61% | 16,842 | +3,453 | +25.79% | $858,605 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.60% | 5,155 | -77 | -1.47% | $852,328 |
| SELECT SECTOR SPDR TR | XLV | Other | 0.60% | 5,768 | -15 | -0.26% | $845,646 |
| NETFLIX INC. | NFLX | Communication Services | 0.60% | 8,783 | +54 | +0.62% | $844,460 |
| QUALCOMM INC | QCOM | Technology | 0.58% | 6,410 | +9 | +0.14% | $825,480 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.58% | 8,032 | -13 | -0.16% | $824,604 |
| UNITED PARCEL SVCS INC | UPS | Industrials | 0.58% | 8,269 | +277 | +3.47% | $813,504 |
| ORACLE CORP | ORCL | Technology | 0.57% | 5,486 | - | - | $807,045 |
| SALESFORCE INC | CRM | Technology | 0.56% | 4,263 | +27 | +0.64% | $795,774 |
| AMERICAN TOWER CORP | AMT | Real Estate | 0.54% | 4,461 | +319 | +7.70% | $769,936 |
| FEDEX CORP | FDX | Industrials | 0.52% | 2,061 | -102 | -4.72% | $734,087 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.51% | 1,185 | - | - | $716,202 |
| MERCK & CO INC | MRK | Healthcare | 0.51% | 5,953 | -88 | -1.46% | $716,085 |
| PEPSICO INC | PEP | Consumer Defensive | 0.48% | 4,374 | -6 | -0.14% | $679,284 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.47% | 3,286 | +327 | +11.05% | $668,471 |
| CHEVRON CORPORATION | CVX | Energy | 0.45% | 3,096 | -948 | -23.44% | $640,562 |
| ISHARES TR | ACWI | Other | 0.45% | 4,602 | +260 | +5.99% | $636,725 |
| HERSHEY CO | HSY | Consumer Defensive | 0.43% | 2,953 | - | - | $613,899 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 0.42% | 6,308 | +624 | +10.98% | $592,870 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.41% | 1,204 | +15 | +1.26% | $576,957 |
| DISNEY WALT CO | DIS | Communication Services | 0.41% | 5,957 | -165 | -2.70% | $574,136 |
| GE AEROSPACE | GE | Industrials | 0.39% | 1,962 | -20 | -1.01% | $556,816 |
| SPDR SERIES TRUST | SPAB | Other | 0.38% | 21,205 | +314 | +1.50% | $543,266 |
| PUBLIC STORAGE OPER CO | PSA | Real Estate | 0.38% | 1,966 | -12 | -0.61% | $532,672 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 0.38% | 9,372 | +924 | +10.94% | $531,186 |
| VANGUARD INDEX FDS | VTI | Other | 0.37% | 1,626 | - | - | $521,637 |
| ISHARES TR | HDV | Other | 0.34% | 3,588 | +167 | +4.88% | $486,963 |
| BLACKSTONE INC | BX | Financial Services | 0.34% | 4,168 | +122 | +3.02% | $479,278 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.32% | 1,161 | -1 | -0.09% | $453,266 |
| ALPHABET INC | GOOG | Communication Services | 0.31% | 1,520 | +330 | +27.73% | $436,030 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.29% | 1,346 | -2 | -0.15% | $407,138 |
| GE VERNOVA INC | GEV | Utilities | 0.29% | 466 | -15 | -3.12% | $406,771 |
| MEDTRONIC PLC | MDT | Other | 0.28% | 4,495 | -327 | -6.78% | $389,492 |
| ISHARES TR | IVV | Other | 0.27% | 579 | - | - | $378,050 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.27% | 1,753 | +8 | +0.46% | $377,027 |
| TARGET CORP | TGT | Consumer Defensive | 0.26% | 3,014 | -55 | -1.79% | $365,251 |
| HONEYWELL INTL INC | HON | Industrials | 0.25% | 1,580 | -100 | -5.95% | $357,127 |
| ASML HLDG NV | ASML | Other | 0.25% | 263 | +60 | +29.56% | $347,378 |
| AMGEN INC | AMGN | Healthcare | 0.24% | 957 | -22 | -2.25% | $336,720 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.24% | 1,070 | -17 | -1.56% | $332,498 |
| META PLATFORMS INC | META | Communication Services | 0.22% | 544 | +171 | +45.84% | $311,239 |
| ARISTA NETWORKS INC | ANET | Other | 0.22% | 2,516 | +123 | +5.14% | $308,914 |
| ISHARES TR | ESGD | Other | 0.21% | 3,173 | +330 | +11.61% | $303,403 |
| ISHARES U S ETF TR | NEAR | Other | 0.20% | 5,534 | -115 | -2.04% | $281,321 |
| 3M CO | MMM | Industrials | 0.19% | 1,836 | +9 | +0.49% | $266,650 |
| ISHARES TR | IJH | Other | 0.17% | 3,631 | - | - | $245,201 |
| ALTRIA GROUP INC | MO | Consumer Defensive | 0.17% | 3,577 | - | - | $236,046 |
| ISHARES TR | IJR | Other | 0.16% | 1,778 | +52 | +3.01% | $221,023 |
| MORGAN STANLEY | MS | Financial Services | 0.16% | 1,336 | -8 | -0.60% | $219,866 |
| ISHARES U S ETF TR | MEAR | Other | 0.15% | 4,111 | +4,111 | +100.00% | $206,937 |
| GENERAL DYNAMICS CORP | GD | Industrials | 0.15% | 601 | +6 | +1.01% | $206,191 |