Shum Financial Group, Inc.
Filing Date
Global Rank
#6,301
/ 8,603
▲ 171
· as of Mar 2026
Top Industry
Consumer Electronics
17.2%
3Y Alpha vs SPY
-2.1%
Period ended 3 months ago
Filed Apr 22, 2026 · 3mo
6 quarters · since Sep 2024
Clone Performance
Nov 2024–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+23.9%
SPY
+27.9%
Annualised alpha
-2.2%
Max drawdown
−17.4%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
58 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
17.2%
+4.1 pts
Top 5
37.0%
+2.5 pts
Top 10
54.0%
+2.2 pts
HHI
511
Diversified+95
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 39.3% | $28,196,369 |
| Healthcare | 12.6% | $9,014,706 |
| Financial Services | 12.2% | $8,771,484 |
| Consumer Defensive | 11.3% | $8,109,710 |
| Consumer Cyclical | 6.9% | $4,921,434 |
| Communication Services | 6.2% | $4,478,644 |
| Industrials | 5.5% | $3,932,221 |
| Real Estate | 3.6% | $2,559,725 |
| Utilities | 1.6% | $1,184,505 |
| Energy | 0.9% | $640,562 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | +14,401 | 48,600 | $12,334,194 | |
| NVDA | Nvidia Corp | +2,259 | 21,455 | $3,741,752 | |
| MSFT | Microsoft Corp | +1,130 | 12,365 | $4,577,152 | |
| PANW | Palo Alto Networks Inc | +646 | 6,497 | $1,041,599 | |
| SCHW | Schwab Charles Corp | +624 | 6,308 | $592,825 | |
| GOOGL | Alphabet Inc. | +397 | 9,559 | $2,748,786 | |
| AMZN | Amazon Com Inc | +334 | 12,290 | $2,559,638 | |
| AMD | Advanced Micro Devices Inc | +327 | 3,286 | $668,470 | |
| AMT | American Tower Corp /Ma/ | +319 | 4,461 | $769,879 | |
| UPS | United Parcel Service Inc | +277 | 8,269 | $813,504 | |
| META | Meta Platforms, Inc. | +171 | 544 | $311,238 | |
| AVGO | Broadcom Inc. | +135 | 2,859 | $884,889 | |
| ANET | Arista Networks, Inc. | +123 | 2,516 | $308,914 | |
| BX | Blackstone Inc. | +122 | 4,168 | $479,278 | |
| UNH | Unitedhealth Group Inc | +82 | 5,157 | $1,395,432 | |
| ASML | Asml Holding NV | +60 | 263 | $347,378 | |
| NFLX | Netflix Inc | +54 | 8,783 | $844,485 | |
| PLD | Prologis, Inc. | +32 | 9,512 | $1,257,296 | |
| CRM | Salesforce, Inc. | +27 | 4,263 | $795,774 | |
| COST | Costco Wholesale Corp /New | +20 | 1,658 | $1,652,080 | |
| ABBV | AbbVie Inc. | +17 | 5,244 | $1,140,517 | |
| BRK-B | Berkshire Hathaway Inc | +15 | 1,204 | $576,956 | |
| IBM | International Business Machines Corp | +10 | 3,611 | $875,270 | |
| V | Visa Inc. | +10 | 4,445 | $1,343,456 | |
| QCOM | Qualcomm Inc/De | +9 | 6,410 | $825,479 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CVX | Chevron Corp | −948 | 3,096 | $640,562 | |
| JNJ | Johnson & Johnson | −488 | 11,639 | $2,845,037 | |
| MDT | Medtronic plc | −327 | 4,495 | $389,491 | |
| WMT | Walmart Inc. | −243 | 22,267 | $2,767,342 | |
| DIS | Walt Disney Co | −165 | 5,957 | $574,135 | |
| FDX | Fedex Corp | −102 | 2,061 | $591,528 | |
| HON | Honeywell International Inc | −100 | 1,580 | $374,543 | |
| MRK | Merck & Co., Inc. | −88 | 5,953 | $716,086 | |
| LLY | ELI LILLY & Co | −87 | 1,486 | $1,366,778 | |
| PM | Philip Morris International Inc. | −77 | 5,155 | $852,327 | |
| HD | Home Depot, Inc. | −76 | 6,170 | $2,029,251 | |
| JPM | Jpmorgan Chase & Co | −66 | 10,387 | $3,055,439 | |
| PPL | PPL Corp | −62 | 31,008 | $1,184,505 | |
| TGT | Target Corp | −55 | 3,014 | $365,296 | |
| PG | PROCTER & GAMBLE Co | −50 | 6,532 | $943,482 | |
| AMGN | Amgen Inc | −22 | 957 | $336,720 | |
| GE | General Electric Co | −20 | 1,962 | $556,756 | |
| MCD | Mcdonalds Corp | −17 | 1,070 | $332,545 | |
| GEV | GE Vernova Inc. | −15 | 466 | $406,771 | |
| ABT | Abbott Laboratories | −13 | 8,032 | $824,645 | |
| PSA | Public Storage | −12 | 1,966 | $532,550 | |
| CSCO | Cisco Systems, Inc. | −10 | 11,279 | $875,137 | |
| MS | Morgan Stanley | −8 | 1,336 | $219,865 | |
| PEP | Pepsico Inc | −6 | 4,374 | $679,238 | |
| BLK | BlackRock, Inc. | −3 | 2,180 | $2,096,527 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
58 positions ·
$71,809,360 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 58 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 48,600 | $12,334,194 | 17.18% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 12,365 | $4,577,152 | 6.37% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 21,455 | $3,741,752 | 5.21% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 10,387 | $3,055,439 | 4.25% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 11,639 | $2,845,037 | 3.96% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 22,267 | $2,767,342 | 3.85% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 9,559 | $2,748,786 | 3.83% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 12,290 | $2,559,638 | 3.56% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Reduced | 2,180 | $2,096,527 | 2.92% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 6,170 | $2,029,251 | 2.83% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 1,658 | $1,652,080 | 2.30% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 5,157 | $1,395,432 | 1.94% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 1,486 | $1,366,778 | 1.90% | |
| V |
Visa Inc.
Financial Services
|
Added | 4,445 | $1,343,456 | 1.87% | |
| PLD |
Prologis, Inc.
Real Estate
|
Added | 9,512 | $1,257,296 | 1.75% | |
| PPL |
PPL Corp
Utilities
|
Reduced | 31,008 | $1,184,505 | 1.65% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 5,244 | $1,140,517 | 1.59% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 6,497 | $1,041,599 | 1.45% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 6,532 | $943,482 | 1.31% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 2,859 | $884,889 | 1.23% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 3,611 | $875,270 | 1.22% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 11,279 | $875,137 | 1.22% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Reduced | 5,155 | $852,327 | 1.19% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 8,783 | $844,485 | 1.18% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Added | 6,410 | $825,479 | 1.15% | |
| ABT |
Abbott Laboratories
Healthcare
|
Reduced | 8,032 | $824,645 | 1.15% | |
| UPS |
United Parcel Service Inc
Industrials
|
Added | 8,269 | $813,504 | 1.13% | |
| ORCL |
Oracle Corp
Technology
|
Held | 5,486 | $807,045 | 1.12% | |
| CRM |
Salesforce, Inc.
Technology
|
Added | 4,263 | $795,774 | 1.11% | |
| AMT |
American Tower Corp /Ma/
Real Estate
|
Added | 4,461 | $769,879 | 1.07% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Held | 1,185 | $716,202 | 1.00% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 5,953 | $716,086 | 1.00% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 4,374 | $679,238 | 0.95% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 3,286 | $668,470 | 0.93% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 3,096 | $640,562 | 0.89% | |
| HSY |
Hershey Co
Consumer Defensive
|
Held | 2,953 | $613,899 | 0.85% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
Added | 6,308 | $592,825 | 0.83% | |
| FDX |
Fedex Corp
Industrials
|
Reduced | 2,061 | $591,528 | 0.82% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 1,204 | $576,956 | 0.80% | |
| DIS |
Walt Disney Co
Communication Services
|
Reduced | 5,957 | $574,135 | 0.80% | |
| GE |
General Electric Co
Industrials
|
Reduced | 1,962 | $556,756 | 0.78% | |
| PSA |
Public Storage
Real Estate
|
Reduced | 1,966 | $532,550 | 0.74% | |
| BX |
Blackstone Inc.
Financial Services
|
Added | 4,168 | $479,278 | 0.67% | |
| AXP |
American Express Co
Financial Services
|
Reduced | 1,346 | $407,138 | 0.57% | |
| GEV |
GE Vernova Inc.
Industrials
|
Reduced | 466 | $406,771 | 0.57% | |
| MDT |
Medtronic plc
Healthcare
|
Reduced | 4,495 | $389,491 | 0.54% | |
| HON |
Honeywell International Inc
Industrials
|
Reduced | 1,580 | $374,543 | 0.52% | |
| TGT |
Target Corp
Consumer Defensive
|
Reduced | 3,014 | $365,296 | 0.51% | |
| ASML |
Asml Holding NV
Technology
|
Added | 263 | $347,378 | 0.48% | |
| AMGN |
Amgen Inc
Healthcare
|
Reduced | 957 | $336,720 | 0.47% |