Shum Financial Group, Inc.: 13F holdings
CIK 20446752026Q2
| Positions | 106 |
|---|
| Reported value | $165.9m |
|---|
| Filed | 2026-07-22 |
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Change since last quarter
| Positions | 106 (+13 vs prior quarter) |
|---|
| Reported value | $165.9m (+17.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL APPLE INC | 49,101 | $14.2m | 8.6% |
| EFV ISHARES TR | 155,552 | $11.9m | 7.2% |
| QUAL ISHARES TR | 32,369 | $7.1m | 4.3% |
| SPSM SPDR SERIES TRUST | 94,534 | $5.5m | 3.3% |
| IGLB ISHARES TR | 97,816 | $4.9m | 3.0% |
| MSFT MICROSOFT CORP | 12,956 | $4.8m | 2.9% |
| IQLT ISHARES TR | 95,491 | $4.7m | 2.9% |
| NVDA NVIDIA CORPORATION | 23,585 | $4.7m | 2.8% |
| SPEM SPDR INDEX SHS FDS | 84,553 | $4.4m | 2.6% |
| SPYV SPDR SERIES TRUST | 68,415 | $4.2m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2044675")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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