Sponsored

The Analysis of Shum Financial Group, Inc.'s Holdings & P&L

Currently, Shum Financial Group, Inc. holds 93 types of securities in its portfolio with a total value $141.4M. In the most recent quarter, they have increased their positions in AAPL (+14.4K shares, valued at $3.7M), MSFT (+1.1K shares, valued at $418.3K), NVDA (+2.3K shares, valued at $394.0K); decreased their positions in CVX (-948 shares, valued at $196.1K), XOM (-874 shares, valued at $148.3K), JNJ (-488 shares, valued at $119.3K); initiated new positions in MEAR (+4.1K shares, valued at $206.9K).

1M P&L

+4.7M+3.29%

3M P&L

+5.5M+3.93%

HY P&L

+11.4M+8.42%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A67.8M

51.4%

2Consumer Electronics12.3M

9.3%

3Software - Infrastructure6.9M

5.2%

Top Industries by Stock Count

1N/A33 stocks

40.2%

2Drug Manufacturers - General4 stocks

4.9%

3Software - Infrastructure4 stocks

4.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC48.6K shares42.11%2026-03-312026-04-22

EFV ISHARES TR150.2K shares1.88%2026-03-312026-04-22

QUAL ISHARES TR30.6K shares1.70%2026-03-312026-04-22

IGLB ISHARES TR99.7K shares1.47%2026-03-312026-04-22

SPSM SPDR SERIES TRUST96.3K shares0.08%2026-03-312026-04-22

MSFT MICROSOFT CORP12.4K shares10.06%2026-03-312026-04-22

IQLT ISHARES TR86.2K shares4.20%2026-03-312026-04-22

SDY SPDR SERIES TRUST26.2K shares-1.31%2026-03-312026-04-22

Sponsored

NVDA NVIDIA CORPORATION21.5K shares11.77%2026-03-312026-04-22

SPEM SPDR INDEX SHS FDS79.3K shares2.56%2026-03-312026-04-22

SPYV SPDR SERIES TRUST63.8K shares4.47%2026-03-312026-04-22

JPM JPMORGAN CHASE & CO10.4K shares-0.63%2026-03-312026-04-22

SPYG SPDR SERIES TRUST29.4K shares0.85%2026-03-312026-04-22

JNJ JOHNSON & JOHNSON11.6K shares-4.02%2026-03-312026-04-22

SPMD SPDR SERIES TRUST47.6K shares0.51%2026-03-312026-04-22

WMT WALMART INC22.3K shares-1.08%2026-03-312026-04-22

Sponsored

ALPHABET INC ALPHABET INC9.6K shares4.33%2026-03-312026-04-22

EFG ISHARES TR23.9K shares6.59%2026-03-312026-04-22

AMZN AMAZON COM INC12.3K shares2.79%2026-03-312026-04-22

MDYV SPDR SERIES TRUST29.3K shares4.09%2026-03-312026-04-22

BLACKROCK INC BLACKROCK INC2.2K shares-0.14%2026-03-312026-04-22

HD HOME DEPOT INC6.2K shares-1.22%2026-03-312026-04-22

IXN ISHARES TR18.9K shares-0.78%2026-03-312026-04-22

COST COSTCO WHOLESALE CORPORATION1.7K shares1.22%2026-03-312026-04-22

Sponsored

XLU SELECT SECTOR SPDR TR31.7K shares0.12%2026-03-312026-04-22

UNH UNITEDHEALTH GROUP INC5.2K shares1.62%2026-03-312026-04-22

LLY ELI LILLY & CO1.5K shares-5.53%2026-03-312026-04-22

V VISA INC4.4K shares0.23%2026-03-312026-04-22

USRT ISHARES TR22.1K shares-0.34%2026-03-312026-04-22

PLD PROLOGIS INC.9.5K shares0.34%2026-03-312026-04-22

SRLN SSGA ACTIVE ETF TR30.4K shares1.22%2026-03-312026-04-22

PPL PPL CORP31.0K shares-0.20%2026-03-312026-04-22

Sponsored

ABBV ABBVIE INC5.2K shares0.33%2026-03-312026-04-22

EMTL SSGA ACTIVE TR24.8K shares5.72%2026-03-312026-04-22

PANW PALO ALTO NETWORKS INC6.5K shares11.04%2026-03-312026-04-22

FIXT TCW ETF TRUST25.2K shares-4.42%2026-03-312026-04-22

PG PROCTER & GAMBLE CO6.5K shares-0.76%2026-03-312026-04-22

XOM EXXON MOBIL CORP5.4K shares-13.92%2026-03-312026-04-22

BROADCOM INC BROADCOM INC2.9K shares4.96%2026-03-312026-04-22

IBM INTERNATIONAL BUSINESS MACHS3.6K shares0.28%2026-03-312026-04-22

Sponsored

CSCO CISCO SYS INC11.3K shares-0.09%2026-03-312026-04-22

VCIT VANGUARD SCOTTSDALE FDS10.5K shares-1.66%2026-03-312026-04-22

JMST J P MORGAN EXCHANGE TRADED F16.8K shares25.79%2026-03-312026-04-22

PM PHILIP MORRIS INTL INC5.2K shares-1.47%2026-03-312026-04-22

XLV SELECT SECTOR SPDR TR5.8K shares-0.26%2026-03-312026-04-22

NFLX NETFLIX INC.8.8K shares0.62%2026-03-312026-04-22

QCOM QUALCOMM INC6.4K shares0.14%2026-03-312026-04-22

ABT ABBOTT LABORATORIES8.0K shares-0.16%2026-03-312026-04-22

Sponsored

UPS UNITED PARCEL SVCS INC8.3K shares3.47%2026-03-312026-04-22

ORCL ORACLE CORP5.5K shares0.00%2026-03-312026-04-22

CRM SALESFORCE INC4.3K shares0.64%2026-03-312026-04-22

AMT AMERICAN TOWER CORP4.5K shares7.70%2026-03-312026-04-22

FDX FEDEX CORP2.1K shares-4.72%2026-03-312026-04-22

LMT LOCKHEED MARTIN CORP1.2K shares0.00%2026-03-312026-04-22

MERCK & CO INC MERCK & CO INC6.0K shares-1.46%2026-03-312026-04-22

PEP PEPSICO INC4.4K shares-0.14%2026-03-312026-04-22

Sponsored

AMD ADVANCED MICRO DEVICES INC3.3K shares11.05%2026-03-312026-04-22

CVX CHEVRON CORPORATION3.1K shares-23.44%2026-03-312026-04-22

ACWI ISHARES TR4.6K shares5.99%2026-03-312026-04-22

HSY HERSHEY CO3.0K shares0.00%2026-03-312026-04-22

SCHW SCHWAB CHARLES CORP6.3K shares10.98%2026-03-312026-04-22

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.2K shares1.26%2026-03-312026-04-22

DIS DISNEY WALT CO6.0K shares-2.70%2026-03-312026-04-22

GE AEROSPACE GE AEROSPACE2.0K shares-1.01%2026-03-312026-04-22

Sponsored

SPAB SPDR SERIES TRUST21.2K shares1.50%2026-03-312026-04-22

PSA PUBLIC STORAGE OPER CO2.0K shares-0.61%2026-03-312026-04-22

JEPI J P MORGAN EXCHANGE TRADED F9.4K shares10.94%2026-03-312026-04-22

VTI VANGUARD INDEX FDS1.6K shares0.00%2026-03-312026-04-22

HDV ISHARES TR3.6K shares4.88%2026-03-312026-04-22

BLACKSTONE INC BLACKSTONE INC4.2K shares3.02%2026-03-312026-04-22

CRWD CROWDSTRIKE HLDGS INC1.2K shares-0.09%2026-03-312026-04-22

ALPHABET INC ALPHABET INC1.5K shares27.73%2026-03-312026-04-22

Sponsored

AXP AMERICAN EXPRESS CO1.3K shares-0.15%2026-03-312026-04-22

GEV GE VERNOVA INC466 shares-3.12%2026-03-312026-04-22

MEDTRONIC PLC MEDTRONIC PLC4.5K shares-6.78%2026-03-312026-04-22

IVV ISHARES TR579 shares0.00%2026-03-312026-04-22

VIG VANGUARD SPECIALIZED FUNDS1.8K shares0.46%2026-03-312026-04-22

TGT TARGET CORP3.0K shares-1.79%2026-03-312026-04-22

HON HONEYWELL INTL INC1.6K shares-5.95%2026-03-312026-04-22

ASML ASML HLDG NV263 shares29.56%2026-03-312026-04-22

Sponsored

AMGN AMGEN INC957 shares-2.25%2026-03-312026-04-22

MCD MCDONALDS CORP1.1K shares-1.56%2026-03-312026-04-22

META META PLATFORMS INC544 shares45.84%2026-03-312026-04-22

ARISTA NETWORKS INC ARISTA NETWORKS INC2.5K shares5.14%2026-03-312026-04-22

ESGD ISHARES TR3.2K shares11.61%2026-03-312026-04-22

NEAR ISHARES U S ETF TR5.5K shares-2.04%2026-03-312026-04-22

MMM 3M CO1.8K shares0.49%2026-03-312026-04-22

IJH ISHARES TR3.6K shares0.00%2026-03-312026-04-22

Sponsored

MO ALTRIA GROUP INC3.6K shares0.00%2026-03-312026-04-22

IJR ISHARES TR1.8K shares3.01%2026-03-312026-04-22

MS MORGAN STANLEY1.3K shares-0.60%2026-03-312026-04-22

MEAR ISHARES U S ETF TR4.1K sharesnew addition2026-03-312026-04-22

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP601 shares1.01%2026-03-312026-04-22

AAPL

APPLE INC

42.11%

Shares48.6K

Event2026-03-31

Filed2026-04-22

EFV

ISHARES TR

1.88%

Shares150.2K

Event2026-03-31

Filed2026-04-22

QUAL

ISHARES TR

1.70%

Shares30.6K

Event2026-03-31

Filed2026-04-22

IGLB

ISHARES TR

1.47%

Shares99.7K

Event2026-03-31

Filed2026-04-22

SPSM

SPDR SERIES TRUST

0.08%

Shares96.3K

Event2026-03-31

Filed2026-04-22

MSFT

MICROSOFT CORP

10.06%

Shares12.4K

Event2026-03-31

Filed2026-04-22

IQLT

ISHARES TR

4.20%

Shares86.2K

Event2026-03-31

Filed2026-04-22

SDY

SPDR SERIES TRUST

-1.31%

Shares26.2K

Event2026-03-31

Filed2026-04-22

NVDA

NVIDIA CORPORATION

11.77%

Shares21.5K

Event2026-03-31

Filed2026-04-22

SPEM

SPDR INDEX SHS FDS

2.56%

Shares79.3K

Event2026-03-31

Filed2026-04-22

SPYV

SPDR SERIES TRUST

4.47%

Shares63.8K

Event2026-03-31

Filed2026-04-22

JPM

JPMORGAN CHASE & CO

-0.63%

Shares10.4K

Event2026-03-31

Filed2026-04-22

SPYG

SPDR SERIES TRUST

0.85%

Shares29.4K

Event2026-03-31

Filed2026-04-22

JNJ

JOHNSON & JOHNSON

-4.02%

Shares11.6K

Event2026-03-31

Filed2026-04-22

SPMD

SPDR SERIES TRUST

0.51%

Shares47.6K

Event2026-03-31

Filed2026-04-22

WMT

WALMART INC

-1.08%

Shares22.3K

Event2026-03-31

Filed2026-04-22

ALPHABET INC

4.33%

Shares9.6K

Event2026-03-31

Filed2026-04-22

EFG

ISHARES TR

6.59%

Shares23.9K

Event2026-03-31

Filed2026-04-22

AMZN

AMAZON COM INC

2.79%

Shares12.3K

Event2026-03-31

Filed2026-04-22

MDYV

SPDR SERIES TRUST

4.09%

Shares29.3K

Event2026-03-31

Filed2026-04-22

BLACKROCK INC

-0.14%

Shares2.2K

Event2026-03-31

Filed2026-04-22

HOME DEPOT INC

-1.22%

Shares6.2K

Event2026-03-31

Filed2026-04-22

IXN

ISHARES TR

-0.78%

Shares18.9K

Event2026-03-31

Filed2026-04-22

COST

COSTCO WHOLESALE CORPORATION

1.22%

Shares1.7K

Event2026-03-31

Filed2026-04-22

XLU

SELECT SECTOR SPDR TR

0.12%

Shares31.7K

Event2026-03-31

Filed2026-04-22

UNH

UNITEDHEALTH GROUP INC

1.62%

Shares5.2K

Event2026-03-31

Filed2026-04-22

LLY

ELI LILLY & CO

-5.53%

Shares1.5K

Event2026-03-31

Filed2026-04-22

VISA INC

0.23%

Shares4.4K

Event2026-03-31

Filed2026-04-22

USRT

ISHARES TR

-0.34%

Shares22.1K

Event2026-03-31

Filed2026-04-22

PLD

PROLOGIS INC.

0.34%

Shares9.5K

Event2026-03-31

Filed2026-04-22

SRLN

SSGA ACTIVE ETF TR

1.22%

Shares30.4K

Event2026-03-31

Filed2026-04-22

PPL

PPL CORP

-0.20%

Shares31.0K

Event2026-03-31

Filed2026-04-22

ABBV

ABBVIE INC

0.33%

Shares5.2K

Event2026-03-31

Filed2026-04-22

EMTL

SSGA ACTIVE TR

5.72%

Shares24.8K

Event2026-03-31

Filed2026-04-22

PANW

PALO ALTO NETWORKS INC

11.04%

Shares6.5K

Event2026-03-31

Filed2026-04-22

FIXT

TCW ETF TRUST

-4.42%

Shares25.2K

Event2026-03-31

Filed2026-04-22

PROCTER & GAMBLE CO

-0.76%

Shares6.5K

Event2026-03-31

Filed2026-04-22

XOM

EXXON MOBIL CORP

-13.92%

Shares5.4K

Event2026-03-31

Filed2026-04-22

BROADCOM INC

4.96%

Shares2.9K

Event2026-03-31

Filed2026-04-22

IBM

INTERNATIONAL BUSINESS MACHS

0.28%

Shares3.6K

Event2026-03-31

Filed2026-04-22

CSCO

CISCO SYS INC

-0.09%

Shares11.3K

Event2026-03-31

Filed2026-04-22

VCIT

VANGUARD SCOTTSDALE FDS

-1.66%

Shares10.5K

Event2026-03-31

Filed2026-04-22

JMST

J P MORGAN EXCHANGE TRADED F

25.79%

Shares16.8K

Event2026-03-31

Filed2026-04-22

PHILIP MORRIS INTL INC

-1.47%

Shares5.2K

Event2026-03-31

Filed2026-04-22

XLV

SELECT SECTOR SPDR TR

-0.26%

Shares5.8K

Event2026-03-31

Filed2026-04-22

NFLX

NETFLIX INC.

0.62%

Shares8.8K

Event2026-03-31

Filed2026-04-22

QCOM

QUALCOMM INC

0.14%

Shares6.4K

Event2026-03-31

Filed2026-04-22

ABT

ABBOTT LABORATORIES

-0.16%

Shares8.0K

Event2026-03-31

Filed2026-04-22

UPS

UNITED PARCEL SVCS INC

3.47%

Shares8.3K

Event2026-03-31

Filed2026-04-22

ORCL

ORACLE CORP

0.00%

Shares5.5K

Event2026-03-31

Filed2026-04-22

CRM

SALESFORCE INC

0.64%

Shares4.3K

Event2026-03-31

Filed2026-04-22

AMT

AMERICAN TOWER CORP

7.70%

Shares4.5K

Event2026-03-31

Filed2026-04-22

FDX

FEDEX CORP

-4.72%

Shares2.1K

Event2026-03-31

Filed2026-04-22

LMT

LOCKHEED MARTIN CORP

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-22

MERCK & CO INC

-1.46%

Shares6.0K

Event2026-03-31

Filed2026-04-22

PEP

PEPSICO INC

-0.14%

Shares4.4K

Event2026-03-31

Filed2026-04-22

AMD

ADVANCED MICRO DEVICES INC

11.05%

Shares3.3K

Event2026-03-31

Filed2026-04-22

CVX

CHEVRON CORPORATION

-23.44%

Shares3.1K

Event2026-03-31

Filed2026-04-22

ACWI

ISHARES TR

5.99%

Shares4.6K

Event2026-03-31

Filed2026-04-22

HSY

HERSHEY CO

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-22

SCHW

SCHWAB CHARLES CORP

10.98%

Shares6.3K

Event2026-03-31

Filed2026-04-22

BERKSHIRE HATHAWAY INC DEL

1.26%

Shares1.2K

Event2026-03-31

Filed2026-04-22

DIS

DISNEY WALT CO

-2.70%

Shares6.0K

Event2026-03-31

Filed2026-04-22

GE AEROSPACE

-1.01%

Shares2.0K

Event2026-03-31

Filed2026-04-22

SPAB

SPDR SERIES TRUST

1.50%

Shares21.2K

Event2026-03-31

Filed2026-04-22

PSA

PUBLIC STORAGE OPER CO

-0.61%

Shares2.0K

Event2026-03-31

Filed2026-04-22

JEPI

J P MORGAN EXCHANGE TRADED F

10.94%

Shares9.4K

Event2026-03-31

Filed2026-04-22

VTI

VANGUARD INDEX FDS

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-22

HDV

ISHARES TR

4.88%

Shares3.6K

Event2026-03-31

Filed2026-04-22

BLACKSTONE INC

3.02%

Shares4.2K

Event2026-03-31

Filed2026-04-22

CRWD

CROWDSTRIKE HLDGS INC

-0.09%

Shares1.2K

Event2026-03-31

Filed2026-04-22

ALPHABET INC

27.73%

Shares1.5K

Event2026-03-31

Filed2026-04-22

AXP

AMERICAN EXPRESS CO

-0.15%

Shares1.3K

Event2026-03-31

Filed2026-04-22

GEV

GE VERNOVA INC

-3.12%

Shares466

Event2026-03-31

Filed2026-04-22

MEDTRONIC PLC

-6.78%

Shares4.5K

Event2026-03-31

Filed2026-04-22

IVV

ISHARES TR

0.00%

Shares579

Event2026-03-31

Filed2026-04-22

VIG

VANGUARD SPECIALIZED FUNDS

0.46%

Shares1.8K

Event2026-03-31

Filed2026-04-22

TGT

TARGET CORP

-1.79%

Shares3.0K

Event2026-03-31

Filed2026-04-22

HON

HONEYWELL INTL INC

-5.95%

Shares1.6K

Event2026-03-31

Filed2026-04-22

ASML

ASML HLDG NV

29.56%

Shares263

Event2026-03-31

Filed2026-04-22

AMGN

AMGEN INC

-2.25%

Shares957

Event2026-03-31

Filed2026-04-22

MCD

MCDONALDS CORP

-1.56%

Shares1.1K

Event2026-03-31

Filed2026-04-22