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Shum Financial Group - Q4 2025 13F Filings

SH

Shum Financial Group, Inc.

CIK: 0002044675
Address: California Alameda 2205 Harbor Bay Parkway
$138.83 M
Portfolio Value
92
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 07/22/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. XLU Utilities Select Sector Spdr Fund
+$674,843.38
2. IQLT Ishares Msci Intl Quality Factor Etf
+$445,182.77
3. EFG Ishares Msci Eafe Growth Etf
+$389,603.51
4. EFV Ishares Msci Eafe Value Etf
+$380,328.39
5. AVGO Broadcom
+$364,443.15

Top Sells

Q4 2025
1. AAPL Apple
−$294,154.76
2. MEAR Ishares Short Maturity Municipal Bond Active Etf
−$275,773
3. MCO Moody's Corporation
−$211,081
4. ADP Automatic Data Processing
−$203,689
5. NEAR Ishares Short Duration Bond Active Etf
−$121,004.84

Asset Allocation

Stocks/ETFs
+3.82%
$132.86 M 95.70%
Options
$0 0.00%
Debt
-2.56%
$1.01 M 0.73%
Other
-1.15%
$4.96 M 3.57%

Sector Allocation (Stocks)

Shum Financial Group Q4 2025 Filing Summary

Shum Financial Group, Inc. filed its 13F report for Q4 2025 on January 15, 2026. The portfolio totaled 138.83 M reflecting a +3.58% change from the prior quarter, spanning 92 assets. The top 10 holdings comprised 40.5% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 1 new positions and 3 complete exits.

Report Type

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Shum Financial Group’s Q4 2025 Filing

Shum Financial Group submitted their Form 13F-HR for the Q4 2025 period on 01/15/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Shum Financial Group reported a managed portfolio value of 138.83 M, consisting of 92 individual positions.

This page displays the raw filing documents. To see which stocks Shum Financial Group bought or sold during Q4 2025, please visit Shum Financial Group's Portfolio Analysis page.