Shum Financial Group, Inc.

Q2 2026 13F-HR Holdings

Location
Alameda, CA
Holdings as of
6/30/2026
Date filed
7/22/2026
Form type
13F-HR
Num holdings
106
Total value ($000)
$165,922
Net value change ($000)
+24,496 (17.3%)
New positions
17
Sold out positions
4
Turnover %
5.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 1,874 15.2%
AMD 1,307 195.7%
PANW 1,240 119.0%
QUAL 1,232 21.0%
EMB 1,122 NEW
GOOGL 985 35.8%
NVDA 977 26.1%
JMST 874 101.7%
SPSM 800 17.2%
IXN 788 41.7%
Top Reduces (Value $000, Stocks/ETFs)
EMTL -1,054 -100.0%
CVX -641 -100.0%
XOM -578 -63.0%
HON -357 -100.0%
NFLX -242 -28.7%
WMT -235 -8.5%
MEAR -207 -100.0%
FDX -167 -22.8%
PEP -155 -22.8%
DIS -141 -24.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type