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Shum Financial Group - Q2 2026 13F Filings

SH

Shum Financial Group, Inc.

CIK: 0002044675
Address: California Alameda 2205 Harbor Bay Parkway
$165.92 M
Portfolio Value
106
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 10/13/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. EMB Ishares Jp Morgan Usd Emerging Markets Bond Etf
+$1.12 M
2. JMST Jpmorgan Ultra-Short Municipal Income Etf
+$874,344
3. SPY Spdr S&P 500 Etf Trust
+$731,088
4. TSM Taiwan Semiconductor Manufacturing Company Limited
+$612,245
5. IUSG Ishares Core S&P Us Growth Etf
+$584,396

Top Sells

Q2 2026
1. EMTL Spdr Doubleline Emerging Markets Fixed Income Etf
−$1.05 M
2. CVX Chevron Corporation
−$640,562
3. XOM Exxon Mobil Corporation
−$400,042.2
4. HON Honeywell International
−$357,127
5. MEAR Ishares Short Maturity Municipal Bond Active Etf
−$206,937

Asset Allocation

Stocks/ETFs
+17.45%
$164.98 M 99.43%
Options
$0 0.00%
Debt
-1.07%
$944,751 0.57%
Other
$0 0.00%

Sector Allocation (Stocks)

Shum Financial Group Q2 2026 Filing Summary

Shum Financial Group, Inc. filed its 13F report for Q2 2026 on July 22, 2026. The portfolio totaled 165.92 M reflecting a +17.32% change from the prior quarter, spanning 106 assets. The top 10 holdings comprised 40.2% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 17 new positions and 4 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Shum Financial Group’s Q2 2026 Filing

Shum Financial Group submitted their Form 13F-HR for the Q2 2026 period on 07/22/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Shum Financial Group reported a managed portfolio value of 165.92 M, consisting of 106 individual positions.

This page displays the raw filing documents. To see which stocks Shum Financial Group bought or sold during Q2 2026, please visit Shum Financial Group's Portfolio Analysis page.