Shum Financial Group, Inc.
Shum Financial Group, Inc. reported 106 positions worth $165.9M as of June 30, 2026 (13F filed July 22, 2026). Largest holding: AAPL (8.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AAPL | SH | $14.2M | 8.56% | 49,101 | — | — | |
| ▸ 2 | EFV | SH | $11.9M | 7.18% | 155,552 | — | — | |
| ▸ 3 | QUAL | SH | $7.1M | 4.28% | 32,369 | — | — | |
| ▸ 4 | SPSM | SH | $5.5M | 3.29% | 94,534 | — | — | |
| ▸ 5 | IGLB | SH | $4.9M | 2.95% | 97,816 | — | — | |
| ▸ 6 | MSFT | SH | $4.8M | 2.91% | 12,956 | — | — | |
| ▸ 7 | IQLT | SH | $4.7M | 2.85% | 95,491 | — | — | |
| ▸ 8 | NVDA | SH | $4.7M | 2.84% | 23,585 | — | — | |
| ▸ 9 | SPEM | SH | $4.4M | 2.64% | 84,553 | — | — | |
| ▸ 10 | SPYV | SH | $4.2M | 2.51% | 68,415 | — | — |
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Frequently Asked Questions
What stocks does Shum Financial Group, Inc. hold as of Q2 2026?
Shum Financial Group, Inc. reported 106 positions worth $165.9M in its Q2 2026 13F filing. Largest positions: AAPL (8.6%), EFV (7.2%), QUAL (4.3%), SPSM (3.3%) and IGLB (3.0%).
What did Shum Financial Group, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Shum Financial Group, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.