Data as of Q4 2025 (Dec 31, 2025)

Shum Financial Group, Inc.

•CIK: 2044675•Filing: Q4 2025

**Shum Financial Group, Inc.** manages $139M across a diverse portfolio of 92 positions. The fund exhibits notable concentration in technology and financial sectors, with top holdings including EFV at $10.5M and AAPL at $9.3M. Further significant allocations are directed toward QUAL ($6.0M), MSFT ($5.4M), and IGLB ($5.0M). This positioning suggests a tactical, large-cap growth mandate within the current market structure.

Total AUM
$138.8M
QoQ Performance
+3.6%
Positions
71
Top 10 Concentration
39.9%
Latest Filing
Q4 2025

Top Holdings Allocation

EFV
AAPL
EFV7.6%
AAPL6.7%
QUAL4.3%
MSFT3.9%
IGLB3.6%
SPSM3.2%
IQLT2.7%
SDY2.7%

📈 Biggest Buys

NFLX
NETFLIX INC
+961.9%
0.6% of portfolio
XLU
SELECT SECTOR SPDR TR
+99.8%
1.0% of portfolio
IQLT
ISHARES TR
+13.4%
2.7% of portfolio
EFG
ISHARES TR
+18.0%
1.8% of portfolio
EFV
ISHARES TR
+3.7%
7.6% of portfolio

📉 Biggest Sells

AAPL
APPLE INC
-3.1%
6.7% of portfolio
NEAR
ISHARES U S ETF TR
-29.5%
0.2% of portfolio
JNJ
JOHNSON & JOHNSON
-2.8%
1.8% of portfolio
XOM
EXXON MOBIL CORP
-8.3%
0.5% of portfolio
JMST
J P MORGAN EXCHANGE TRADED F
-5.7%
0.5% of portfolio

Sector Breakdown

Other53.3%
Technology20.6%
Healthcare6.8%
Consumer6.6%
Financial6.4%
Industrial2.3%
Real Estate1.4%
Communication1.1%

🚪 Exited Positionssold since Q3 2025

MEAR
ISHARES U S ETF TR
SOLD
$275.8K
DUT
MOODYS CORP
SOLD
$211.1K
ADP
AUTOMATIC DATA PROCESSING IN
SOLD
$203.7K

Changes from Q3 2025

NEW1 new position
↑50 increased
↓34 decreased

Historical Filings

Q4 2025Q3 2025Q1 2025Q4 2024Q3 2024

📌 Top Holdings

EFV7.6%
ISHARES TR
$10.5M
AAPL6.7%
APPLE INC
$9.3M
QUAL4.3%
ISHARES TR
$6.0M
MSFT3.9%
MICROSOFT CORP
$5.4M
IGLB3.6%
ISHARES TR
$5.0M

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