Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Shum Financial Group, Inc. (CIK 2044675) reported $141.4M across 93 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($12.3M, 8.72%), EFV ($11.2M, 7.89%), QUAL ($5.9M, 4.15%), IGLB ($4.9M, 3.50%), SPSM ($4.7M, 3.29%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $12.3M | 8.72% | 48,600 | Added |
| 2 | EFV | ISHARES TR | $11.2M | 7.89% | 150,162 | Added |
| 3 | QUAL | ISHARES TR | $5.9M | 4.15% | 30,609 | Added |
| 4 | IGLB | ISHARES TR | $4.9M | 3.50% | 99,669 | Added |
| 5 | SPSM | SPDR SERIES TRUST | $4.7M | 3.29% | 96,266 | Added |
| 6 | MSFT | MICROSOFT CORP | $4.6M | 3.24% | 12,365 | Added |
| 7 | IQLT | ISHARES TR | $4.0M | 2.82% | 86,177 | Added |
| 8 | SDY | SPDR SERIES TRUST | $3.8M | 2.70% | 26,198 | Trimmed |
| 9 | NVDA | NVIDIA CORPORATION | $3.7M | 2.65% | 21,455 | Added |
| 10 | SPEM | SPDR INDEX SHS FDS | $3.7M | 2.63% | 79,256 | Added |
| 11 | SPYV | SPDR SERIES TRUST | $3.6M | 2.55% | 63,777 | Added |
| 12 | JPM | JPMORGAN CHASE & CO | $3.1M | 2.16% | 10,387 | Trimmed |
| 13 | SPYG | SPDR SERIES TRUST | $2.9M | 2.03% | 29,351 | Added |
| 14 | JNJ | JOHNSON & JOHNSON | $2.8M | 2.01% | 11,639 | Trimmed |
| 15 | SPMD | SPDR SERIES TRUST | $2.8M | 1.99% | 47,573 | Added |
| 16 | WMT | WALMART INC | $2.8M | 1.96% | 22,267 | Trimmed |
| 17 | GOOGL | ALPHABET INC | $2.7M | 1.94% | 9,559 | Added |
| 18 | EFG | ISHARES TR | $2.7M | 1.88% | 23,904 | Added |
| 19 | AMZN | AMAZON COM INC | $2.6M | 1.81% | 12,290 | Added |
| 20 | MDYV | SPDR SERIES TRUST | $2.5M | 1.76% | 29,263 | Added |
| 21 | BLK | BLACKROCK INC | $2.1M | 1.48% | 2,180 | Trimmed |
| 22 | HD | HOME DEPOT INC | $2.0M | 1.43% | 6,170 | Trimmed |
| 23 | IXN | ISHARES TR | $1.9M | 1.34% | 18,893 | Trimmed |
| 24 | COST | COSTCO WHOLESALE CORPORATION | $1.7M | 1.17% | 1,658 | Added |
| 25 | XLU | SELECT SECTOR SPDR TR | $1.5M | 1.03% | 31,679 | Added |
Source: SEC Form 13F filings · as of 2026-03-31