§ 13F · FUND PROFILE
Shum Financial Group, Inc..
AUM · $134M (13F)Positions · 94Turnover · n/a · Q2Filed · Jul 22, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 49K | $14M | 8.6% | +1% |
| 2 | EFV | ISHARES TR | 156K | $12M | 7.2% | +4% |
| 3 | QUAL | ISHARES TR | 32K | $7M | 4.3% | +6% |
| 4 | SPSM | SPDR SERIES TRUST | 95K | $5M | 3.3% | −2% |
| 5 | IGLB | ISHARES TR | 98K | $5M | 3.0% | −2% |
| 6 | MSFT | MICROSOFT CORP | 13K | $5M | 2.9% | +5% |
| 7 | IQLT | ISHARES TR | 95K | $5M | 2.9% | +11% |
| 8 | NVDA | NVIDIA CORPORATION | 24K | $5M | 2.8% | +10% |
| 9 | SPEM | SPDR INDEX SHS FDS | 85K | $4M | 2.6% | +7% |
| 10 | SPYV | SPDR SERIES TRUST | 68K | $4M | 2.5% | +7% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SHUM SIGNAL
AC read
Shum Financial Group, Inc. is a Other fund managing $134 million in assets. The fund runs a portfolio of 94 positions.
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