Long-term investor
Shum Financial Group, Inc. @shumfinancialgroupinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002044675).
Record
- Tracked since 2025-03-31 (575 days), 82 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months +14.2% · 1 year +5.6% · all +5.6%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 9.3% · long · since 2025-09-30
- 464288877 · 7.2% · long · since 2025-09-30
- 46432F339 · 4.2% · long · since 2025-09-30
- MSFT · 3.8% · long · since 2025-09-30
- NVDA · 3.2% · long · since 2025-09-30
- 46434V456 · 3.0% · long · since 2025-09-30
- 78463X509 · 3.0% · long · since 2025-09-30
- 78468R853 · 2.5% · long · since 2025-09-30
- 78464A508 · 2.5% · long · since 2025-09-30
- 78464A763 · 2.4% · long · since 2025-09-30
- 78464A409 · 2.1% · long · since 2025-09-30
- 464288885 · 2.1% · long · since 2025-09-30