Shum Financial Group, Inc. holds a diversified book of 106 reported positions worth $165.9M as of Q2 2026 (disclosed Jul 22, 2026, a ~22-day 13F lag). This quarter they opened Ishares JP Morgan Usd Emergi and trimmed SS SPDR P S&P 600 Small Cap. Their largest long position is Apple Inc at 9% of the reported non-option book. Cloning the disclosed picks since 2024 would be +21% (+10.8%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +22.9%, a 2.3-point gap that is the cost of the ~22-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Shum Financial Group, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~22 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
51% mapped to company sectors
+4 sectors below the cut, 2% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Shum Financial Group, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Granger Management LLC | 8 / 80 | $308.9M |
| Hoffman, Alan N Investment Management | 9 / 80 | $161.3M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 9 / 80 | $441.4M |
| Swiss Re Ltd | 46 / 80 | $1.0B |
| Ketron Financial | 18 / 80 | $276.0M |
| Emerald Advisors, LLC | 36 / 80 | $670.9M |
| Integrated Financial Solutions, Inc. | 16 / 80 | $152.4M |
| Ardent Capital Management, Inc. | 21 / 80 | $197.0M |
Ranked by the share of each fund's own book sitting in the names it shares with Shum Financial Group, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $14.2M | 49.1K | 8.6% | ▲+1.0% Added · +501 sh | |
| 2 | Ishares TR EAFE VALUE ETF | $11.9M | 155.6K | 7.2% | ▲+3.6% Added · +5K sh | |
| 3 | Ishares TR MSCI USA QLT FCT | $7.1M | 32.4K | 4.3% | ▲+5.7% Added · +2K sh | |
| 4 | SPDR Series Trust ST STR SP600 SML | $5.5M | 94.5K | 3.3% | ▼−1.8% Reduced · −2K sh | |
| 5 | Ishares TR 10+ YR INVST GRD | $4.9M | 97.8K | 3.0% | ▼−1.9% Reduced · −2K sh | |
| 6 | Microsoft Corp COM | $4.8M | 13.0K | 2.9% | ▲+4.8% Added · +591 sh | |
| 7 | Ishares TR MSCI INTL QUALTY | $4.7M | 95.5K | 2.9% | ▲+11% Added · +9K sh | |
| 8 | Nvidia Corporation COM | $4.7M | 23.6K | 2.8% | ▲+9.9% Added · +2K sh | |
| 9 | SPDR Index SHS FDS ST PORT MARK ETF | $4.4M | 84.6K | 2.6% | ▲+6.7% Added · +5K sh | |
| 10 | SPDR Series Trust ST STR P500VAL | $4.2M | 68.4K | 2.5% | ▲+7.3% Added · +5K sh | |
| 11 | SPDR Series Trust ST STR SP DIV | $4.1M | 26.9K | 2.5% | ▲+2.6% Added · +686 sh | |
| 12 | Alphabet Inc CAP STK CL A | $3.7M | 10.4K | 2.3% | ▲+9.3% Added · +889 sh | |
| 13 | SPDR Series Trust ST STR P500GRW | $3.6M | 30.6K | 2.2% | ▲+4.2% Added · +1K sh | |
| 14 | Ishares TR EAFE GRWTH ETF | $3.4M | 27.4K | 2.1% | ▲+15% Added · +3K sh | |
| 15 | JPMorgan Chase & Co COM | $3.4M | 10.3K | 2.0% | ▼−0.5% Reduced · −50 sh | |
| 16 | SPDR Series Trust ST STR P400MID | $3.2M | 48.0K | 2.0% | ▲+0.8% Added · +402 sh | |
| 17 | Amazon Com Inc COM | $3.0M | 12.5K | 1.8% | ▲+1.5% Added · +190 sh | |
| 18 | Johnson & Johnson COM | $2.9M | 11.6K | 1.8% | ▼−0.2% Reduced · −27 sh | |
| 19 | SPDR Series Trust ST STR SP400VAL | $2.9M | 30.6K | 1.8% | ▲+4.6% Added · +1K sh | |
| 20 | Ishares TR GLOBAL TECH ETF | $2.7M | 18.5K | 1.6% | ▼−1.9% Reduced · −362 sh | |
| 21 | Walmart Inc COM | $2.5M | 22.4K | 1.5% | ▲+0.4% Added · +87 sh | |
| 22 | Palo Alto Networks Inc COM | $2.3M | 6.7K | 1.4% | ▲+3.0% Added · +194 sh | |
| 23 | Unitedhealth Group Inc COM | $2.2M | 5.2K | 1.3% | ▲+0.3% Added · +17 sh | |
| 24 | BlackRock Inc COM | $2.1M | 2.2K | 1.3% | ▲+0.4% Added · +8 sh | |
| 25 | Home Depot Inc COM | $2.1M | 5.9K | 1.3% | ▼−4.5% Reduced · −277 sh | |
| 26 | Advanced Micro Devices Inc COM | $2.0M | 3.4K | 1.2% | ▲+3.5% Added · +114 sh | |
| 27 | Eli Lilly & Co COM | $1.7M | 1.5K | 1.1% | ▼−2.2% Reduced · −33 sh | |
| 28 | J P Morgan Exchange Traded F ULTRA SHT MUNCPL | $1.7M | 34.0K | 1.0% | ▲+102% Added · +17K sh | |
| 29 | Costco Wholesale Corporation COM | $1.6M | 1.7K | 1.0% | ▲+3.4% Added · +57 sh | |
| 30 | Visa Inc COM CL A | $1.5M | 4.4K | 0.9% | ▼−0.2% Reduced · −8 sh | |
| 31 | Ishares TR CRE U S REIT ETF | $1.5M | 22.1K | 0.9% | ▼−0.1% Reduced · −17 sh | |
| 32 | Select Sector SPDR TR ST STR UTIL ETF | $1.4M | 31.8K | 0.9% | ▲+0.4% Added · +116 sh | |
| 33 | Cisco Sys Inc COM | $1.3M | 11.2K | 0.8% | ▼−0.6% Reduced · −69 sh | |
| 34 | Abbvie Inc COM | $1.3M | 5.1K | 0.8% | ▼−1.9% Reduced · −99 sh | |
| 35 | Prologis Inc. COM | $1.3M | 9.5K | 0.8% | ▼−0.1% Reduced · −10 sh | |
| 36 | Ssga Active ETF TR ST STR BL LN ETF | $1.2M | 30.3K | 0.7% | ▼−0.2% Reduced · −71 sh | |
| 37 | Broadcom Inc COM | $1.2M | 3.1K | 0.7% | ▲+10% Added · +290 sh | |
| 38 | Qualcomm Inc COM | $1.2M | 6.4K | 0.7% | ▼−0.4% Reduced · −24 sh | |
| 39 | Ishares TR JPMORGAN USD EMG | $1.1M | 11.6K | 0.7% | ▲New New position | |
| 40 | PPL Corp COM | $1.1M | 30.5K | 0.7% | ▼−1.6% Reduced · −496 sh | |
| 41 | International Business Machs COM | $1.0M | 3.6K | 0.6% | ▲+0.2% Added · +6 sh | |
| 42 | Crowdstrike Hldgs Inc CL A | $956K | 1.3K | 0.6% | ▲+7.9% Added · +92 sh | |
| 43 | TCW ETF Trust CORE PLUS BOND | $945K | 25.0K | 0.6% | ▼−0.8% Reduced · −206 sh | |
| 44 | Philip Morris Intl Inc COM | $942K | 5.2K | 0.6% | ▲+1.0% Added · +53 sh | |
| 45 | Select Sector SPDR TR ST STR CARE ETF | $922K | 5.8K | 0.6% | ▲+0.8% Added · +46 sh | |
| 46 | Vanguard Scottsdale FDS INT-TERM CORP | $911K | 11.0K | 0.5% | ▲+4.9% Added · +516 sh | |
| 47 | United Parcel Svcs Inc CL B | $880K | 8.2K | 0.5% | ▼−1.0% Reduced · −83 sh | |
| 48 | Procter & Gamble Co COM | $877K | 6.0K | 0.5% | ▼−8.4% Reduced · −551 sh | |
| 49 | ASML Hldg NV N Y REGISTRY SHS | $826K | 415 | 0.5% | ▲+58% Added · +152 sh | |
| 50 | Ishares TR MSCI ACWI ETF | $796K | 5.1K | 0.5% | ▲+10% Added · +471 sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2044675/holdings"
Use Arkolith to show Shum Financial Group, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 22, 2026 | 22d | 106 | $165.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 22, 2026 | 22d | 93 | $141.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 15, 2026 | 15d | 92 | $138.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 20, 2025 | 20d | 94 | $134.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 22, 2025 | 22d | 89 | $115.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 22, 2025 | 22d | 88 | $115.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 13, 2024 | 44d | 90 | $119.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.