Institutional Fund
Shum Financial Group, Inc.
Alameda, CACIK 20446754 filings on record
Portfolio Value
$141.43M
Q1 2026
Holdings
93
Reported positions
New Buys
1
Opened this quarter
QoQ Change
+1.9%
from $138.83M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc8.7%
- Ishares Tr7.9%
- Ishares Tr4.2%
- Ishares Tr3.5%
- Spdr Series Trust3.3%
- Microsoft Corp3.2%
- Other69.2%
Portfolio Holdings
93 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 48.6K | $12.33M | 8.7% | +14.4K | Added |
| 2 | Ishares Tr | 150.2K | $11.16M | 7.9% | +2.8K | Added |
| 3 | Ishares Tr | 30.6K | $5.87M | 4.2% | +513 | Added |
| 4 | Ishares Tr | 99.7K | $4.95M | 3.5% | +1.4K | Added |
| 5 | Spdr Series Trust | 96.3K | $4.65M | 3.3% | +77 | Added |
| 6 | Microsoft Corp | 12.4K | $4.58M | 3.2% | +1.1K | Added |
| 7 | Ishares Tr | 86.2K | $3.98M | 2.8% | +3.5K | Added |
| 8 | Spdr Series Trust | 26.2K | $3.82M | 2.7% | −347 | Reduced |
| 9 | Nvidia Corporation | 21.5K | $3.74M | 2.6% | +2.3K | Added |
| 10 | Spdr Index Shs Fds | 79.3K | $3.72M | 2.6% | +2.0K | Added |
83 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio