StockDriftsStockDriftsTop 50 Shum Financial Group INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 9.25% | 48.4K | $16.1M | -1.44%(-707) | $229.26(+49.59%) | 2026-09-30 | |
| EFV | ISHARES TR | 7.24% | 159.3K | $12.6M | +2.43%(+3.78K) | $61.25(+28.40%) | 2026-09-30 | |
| QUAL | ISHARES TR | 4.23% | 33.2K | $7.4M | +2.52%(+816) | $178.46(+26.20%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 3.83% | 13.0K | $6.7M | +0.42%(+55) | $435.09(+22.62%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 3.16% | 24.1K | $5.5M | +2.19%(+516) | $136.79(+58.71%) | 2026-09-30 | |
| IQLT | ISHARES TR | 3% | 105.8K | $5.2M | +10.79%(+10.31K) | $42.60(+17.34%) | 2026-09-30 | |
| SPEM | SPDR INDEX SHS FDS | 2.98% | 100.3K | $5.2M | +18.58%(+15.71K) | $42.30(+19.78%) | 2026-09-30 | |
| SPSM | SPDR SERIES TRUST | 2.49% | 82.1K | $4.3M | -13.13%(-12.41K) | $43.53(+21.33%) | 2026-09-30 | |
| SPYV | SPDR SERIES TRUST | 2.45% | 69.8K | $4.3M | +2.08%(+1.43K) | $52.26(+20.52%) | 2026-09-30 | |
| SDY | SPDR SERIES TRUST | 2.37% | 28.2K | $4.1M | +4.73%(+1.27K) | $135.74(+13.53%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +8.79% |
| Top 20 Holdings Unweighted | — | — | — | — | +8.03% |
Shum Financial Group INC reports $174.18M in US-listed equity holdings across 110 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (9.3%), EFV (7.2%) and QUAL (4.2%). The top 20 holdings account for 59.57% of reported assets. Its disclosed equity book has returned +8.79% cumulatively over 7 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Shum Financial Group INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2044675). View Shum Financial Group INC’s 13F filings on SEC