Shum Financial Group, Inc.
Shum Financial Group, Inc. reported 110 holdings worth US$174M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 13, 2026
Shum Financial Group, Inc. reported 110 holdings worth US$174M as of Sep 30, 2026. Largest: Apple Inc, Microsoft Corp. and Nvidia Corporation. Filed Oct 13, 2026 (Form 13F).
- Holdings
- 110
- Value as reported
- US$174M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 48,394 | US$16.1M | 9.3% |
| Microsoft Corp. | 13,011 | US$6.67M | 3.8% |
| Nvidia Corporation | 24,101 | US$5.5M | 3.2% |
| Alphabet Inc (google) Class C | 12,348 | US$4.24M | 2.4% |
| Jp Morgan Chase & Co. | 10,214 | US$3.38M | 1.9% |
| Amazon.com, Inc. | 12,827 | US$3.2M | 1.8% |
| Johnson & Johnson | 11,386 | US$3.01M | 1.7% |
| Palo Alto Networks, Inc. | 6,875 | US$2.73M | 1.6% |
| Walmart Inc. | 22,687 | US$2.36M | 1.4% |
| Blackrock, Inc. | 2,207 | US$2.34M | 1.3% |
| Advanced Micro Devices Inc | 3,624 | US$2.22M | 1.3% |
| Unitedhealth Group Incorporated | 5,193 | US$1.91M | 1.1% |
| Eli Lilly And Company | 1,465 | US$1.7M | 0.97% |
| Home Depot, Inc. (the) | 5,785 | US$1.65M | 0.94% |
| Visa Inc. | 4,455 | US$1.6M | 0.92% |
| Costco Wholesale Corporation | 1,714 | US$1.56M | 0.90% |
| Crowdstrike Holdings, Inc. | 5,201 | US$1.38M | 0.79% |
| Abbvie Inc. | 5,219 | US$1.37M | 0.78% |
| Prologis, Inc. | 9,755 | US$1.27M | 0.73% |
| Broadcom Inc. | 3,485 | US$1.22M | 0.70% |
| Cisco Systems, Inc. | 11,307 | US$1.22M | 0.70% |
| Qualcomm Incorporated | 6,324 | US$1.16M | 0.67% |
| Salesforce, Inc. | 4,446 | US$1.02M | 0.59% |
| Ppl Corporation | 30,170 | US$992K | 0.57% |
| Philip Morris International Inc | 5,173 | US$987K | 0.57% |
| Asml Holding Nv | 502 | US$909K | 0.52% |
| Merck & Company, Inc. | 5,811 | US$844K | 0.48% |
| Charles Schwab Corporation (the) | 8,598 | US$840K | 0.48% |
| Procter & Gamble Company (the) | 5,484 | US$797K | 0.46% |
| International Business Machines Corporation | 3,607 | US$793K | 0.46% |
| American Tower Corporation (reit) | 4,677 | US$766K | 0.44% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 1,675 | US$764K | 0.44% |
| United Parcel Service, Inc. | 8,147 | US$761K | 0.44% |
| Abbott Laboratories | 7,654 | US$756K | 0.43% |
| Danaher Corporation | 3,390 | US$751K | 0.43% |
| Oracle Corporation | 5,274 | US$724K | 0.42% |
| Arista Networks, Inc. | 3,423 | US$697K | 0.40% |
| Ge Aerospace | 1,967 | US$614K | 0.35% |
| Lockheed Martin Corporation | 1,153 | US$587K | 0.34% |
| Berkshire Hathaway Inc. | 1,174 | US$585K | 0.34% |
| Netflix, Inc. | 8,392 | US$584K | 0.34% |
| Public Storage | 1,987 | US$562K | 0.32% |
| Fedex Corporation | 1,771 | US$505K | 0.29% |
| Ge Vernova Inc. | 504 | US$479K | 0.28% |
| Amphenol Corporation | 5,564 | US$469K | 0.27% |
| Meta Platforms, Inc. | 645 | US$468K | 0.27% |
| Blackstone Inc. | 4,153 | US$466K | 0.27% |
| The Hershey Company | 2,953 | US$465K | 0.27% |
| Pepsico, Inc. | 3,493 | US$443K | 0.25% |
| Walt Disney Company (the) | 3,842 | US$403K | 0.23% |
| Amgen Inc. | 933 | US$393K | 0.23% |
| American Express Company | 1,282 | US$390K | 0.22% |
| Applied Materials, Inc. | 589 | US$301K | 0.17% |
| 3m Company | 1,801 | US$296K | 0.17% |
| Target Corporation | 1,881 | US$295K | 0.17% |
| Snowflake Inc. | 797 | US$271K | 0.16% |
| Morgan Stanley | 1,337 | US$251K | 0.14% |
| Altria Group, Inc. | 3,551 | US$239K | 0.14% |
| Texas Instruments Incorporated | 835 | US$234K | 0.13% |
| Bank Of America Corporation | 4,209 | US$229K | 0.13% |
| General Dynamics Corporation | 653 | US$217K | 0.12% |
| Mcdonald's Corporation | 0 | US$0 | 0.00% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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