Institutions / Shum Financial Group, Inc.
Shum Financial Group, Inc.
CIK 2044675 · Institution · as of Dec 31, 2025
Portfolio value
$138.83M
Positions
92
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 92 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $10.52M | 7.6% |
| Apple Inc. | $9.30M | 6.7% |
| iShares MSCI UAE ETF | $5.98M | 4.3% |
| Microsoft Corp | $5.43M | 3.9% |
| iShares MSCI UAE ETF | $4.96M | 3.6% |
| SPDR Series Trust | $4.51M | 3.2% |
| iShares Tr | $3.76M | 2.7% |
| SPDR Series Trust | $3.69M | 2.7% |
| SPDR Index Shs Fds | $3.62M | 2.6% |
| NVIDIA Corp | $3.58M | 2.6% |
| SPDR Series Trust | $3.47M | 2.5% |
| JPMorgan Chase & Co | $3.37M | 2.4% |
| SPDR Series Trust | $3.11M | 2.2% |
| Alphabet Inc. | $2.87M | 2.1% |
| Amazon.com Inc | $2.76M | 2.0% |
| SPDR Series Trust | $2.74M | 2.0% |
| iShares Tr | $2.55M | 1.8% |
| Johnson & Johnson | $2.51M | 1.8% |
| Walmart Inc. | $2.51M | 1.8% |
| SPDR Series Trust | $2.38M | 1.7% |
| BlackRock, Inc. | $2.34M | 1.7% |
| Home Depot, Inc. | $2.15M | 1.5% |
| iShares Tr | $2.00M | 1.4% |
| ELI LILLY & Co | $1.69M | 1.2% |
| Unitedhealth Group Inc | $1.68M | 1.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.