Shum Financial Group, Inc.
Shum Financial Group, Inc. reported 106 holdings worth US$166M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 22, 2026
Shum Financial Group, Inc. reported 106 holdings worth US$166M as of Jun 30, 2026. Largest: Apple Inc, Microsoft Corp. and Nvidia Corporation. Filed Jul 22, 2026 (Form 13F).
- Holdings
- 106
- Value as reported
- US$166M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 49,101 | US$14.2M | 8.6% |
| Microsoft Corp. | 12,956 | US$4.83M | 2.9% |
| Nvidia Corporation | 23,585 | US$4.72M | 2.8% |
| Alphabet Inc (google) Class C | 12,099 | US$4.32M | 2.6% |
| Jp Morgan Chase & Co. | 10,337 | US$3.38M | 2.0% |
| Amazon.com, Inc. | 12,480 | US$2.97M | 1.8% |
| Johnson & Johnson | 11,612 | US$2.95M | 1.8% |
| Walmart Inc. | 22,354 | US$2.53M | 1.5% |
| Palo Alto Networks, Inc. | 6,691 | US$2.28M | 1.4% |
| Unitedhealth Group Incorporated | 5,174 | US$2.15M | 1.3% |
| Blackrock, Inc. | 2,188 | US$2.1M | 1.3% |
| Home Depot, Inc. (the) | 5,893 | US$2.08M | 1.3% |
| Advanced Micro Devices Inc | 3,400 | US$1.98M | 1.2% |
| Eli Lilly And Company | 1,453 | US$1.74M | 1.1% |
| Costco Wholesale Corporation | 1,715 | US$1.6M | 0.97% |
| Visa Inc. | 4,437 | US$1.52M | 0.92% |
| Cisco Systems, Inc. | 11,210 | US$1.32M | 0.79% |
| Abbvie Inc. | 5,145 | US$1.29M | 0.78% |
| Prologis, Inc. | 9,502 | US$1.29M | 0.78% |
| Broadcom Inc. | 3,149 | US$1.19M | 0.72% |
| Qualcomm Incorporated | 6,386 | US$1.18M | 0.71% |
| Ppl Corporation | 30,512 | US$1.11M | 0.67% |
| International Business Machines Corporation | 3,617 | US$1.02M | 0.61% |
| Crowdstrike Holdings, Inc. | 1,253 | US$956K | 0.58% |
| Philip Morris International Inc | 5,208 | US$942K | 0.57% |
| United Parcel Service, Inc. | 8,186 | US$880K | 0.53% |
| Procter & Gamble Company (the) | 5,981 | US$877K | 0.53% |
| Asml Holding Nv | 415 | US$826K | 0.50% |
| American Tower Corporation (reit) | 4,698 | US$768K | 0.46% |
| Oracle Corporation | 5,225 | US$766K | 0.46% |
| Merck & Company, Inc. | 5,889 | US$757K | 0.46% |
| Ge Aerospace | 1,967 | US$735K | 0.44% |
| Charles Schwab Corporation (the) | 7,677 | US$708K | 0.43% |
| Abbott Laboratories | 7,737 | US$702K | 0.42% |
| Salesforce, Inc. | 4,431 | US$694K | 0.42% |
| Public Storage | 2,011 | US$640K | 0.39% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 1,282 | US$612K | 0.37% |
| Netflix, Inc. | 8,426 | US$602K | 0.36% |
| Lockheed Martin Corporation | 1,172 | US$597K | 0.36% |
| Berkshire Hathaway Inc. | 1,174 | US$587K | 0.35% |
| Fedex Corporation | 1,812 | US$567K | 0.34% |
| Ge Vernova Inc. | 467 | US$549K | 0.33% |
| Pepsico, Inc. | 3,873 | US$524K | 0.32% |
| The Hershey Company | 2,953 | US$518K | 0.31% |
| Blackstone Inc. | 4,152 | US$489K | 0.29% |
| Amphenol Corporation | 2,596 | US$458K | 0.28% |
| Arista Networks, Inc. | 2,665 | US$453K | 0.27% |
| Walt Disney Company (the) | 4,499 | US$433K | 0.26% |
| American Express Company | 1,279 | US$433K | 0.26% |
| Meta Platforms, Inc. | 647 | US$364K | 0.22% |
| Exxon Mobil Corporation | 2,477 | US$339K | 0.20% |
| Amgen Inc. | 930 | US$337K | 0.20% |
| 3m Company | 1,836 | US$297K | 0.18% |
| Morgan Stanley | 1,329 | US$278K | 0.17% |
| Altria Group, Inc. | 3,561 | US$256K | 0.15% |
| Target Corporation | 1,937 | US$253K | 0.15% |
| Bank Of America Corporation | 4,267 | US$243K | 0.15% |
| Mcdonald's Corporation | 849 | US$229K | 0.14% |
| Texas Instruments Incorporated | 725 | US$216K | 0.13% |
| General Dynamics Corporation | 610 | US$216K | 0.13% |
| Chevron Corporation | 0 | US$0 | 0.00% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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