Investments: Shum Financial Group, Inc.

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten). — Filter: Shum Financial Group, Inc.
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds. Breite = Veränderung der Halter-Breite (distinct Fonds) über das Fenster — ▲ steigend / ▼ fallend (Interesse = Flow, nicht Kurs). GCS = aktuelles Conviction-Band der Aktie.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTickerBreiteGCS2026/Q22026/Q12025/Q42025/Q3
Investment ($)QoQ ($)QoQ (%)Anz. FondsInvestment ($)QoQ ($)QoQ (%)Anz. FondsInvestment ($)QoQ ($)QoQ (%)Anz. FondsInvestment ($)QoQ ($)QoQ (%)Anz. Fonds
154.008.898 $+28.146.506 $
+46,0 %
74133.135.450 $+2.131.953 $
+19,5 %
70130.965.177 $+240.840 $
+4,1 %
70125.896.486 $+125.523.592 $
+1.269,4 %
71
iSHARES TRUST→ 024.576.965 $+2.216.723 $
+9,9 %
122.360.242 $+506.024 $
+2,3 %
121.854.218 $+1.084.932 $
+5,2 %
120.769.286 $+20.769.286 $1
SPDR SERIES TRUST→ 024.070.723 $+3.261.229 $
+15,7 %
120.809.494 $+375.732 $
+1,8 %
120.433.762 $+776.188 $
+3,9 %
119.657.574 $+19.657.574 $1
Apple Inc.AAPL→ 0Neutral14.207.756 $+1.873.449 $
+15,2 %
112.334.307 $+3.036.896 $
+32,7 %
19.297.411 $+313.790 $
+3,5 %
18.983.621 $+8.983.621 $1
ISHARES TR→ 09.653.825 $+9.221.010 $
+2.130,5 %
15.653.835 $+5.270.297 $
+1.374,1 %
15.615.515 $+509.084 $
+10,0 %
15.106.431 $+4.733.537 $
+1.269,4 %
1
MICROSOFT CORPMSFT→ 0Neutral4.832.702 $+255.696 $
+5,6 %
14.577.006 $-856.465 $
-15,8 %
15.433.471 $-257.502 $
-4,5 %
15.690.973 $+5.690.973 $1
PNC FINANCIAL SERVICES GROUP, INC.PNC→ 0Stark4.731.579 $+747.616 $
+18,8 %
13.983.963 $+225.066 $
+6,0 %
13.758.897 $+537.048 $
+16,7 %
13.221.849 $+3.221.849 $1
NVIDIA CORPNVDA→ 0Neutral4.719.221 $+977.403 $
+26,1 %
13.741.818 $+161.693 $
+4,5 %
13.580.125 $+57.239 $
+1,6 %
13.522.886 $+3.522.886 $1
Alphabet Inc.GOOGL→ 0Neutral4.323.871 $+1.139.055 $
+35,8 %
13.184.816 $-56.310 $
-1,7 %
13.241.126 $+787.717 $
+32,1 %
12.453.409 $+2.453.409 $1
JPMORGAN CHASE & COJPM→ 0Stark3.383.562 $+328.019 $
+10,7 %
13.055.543 $-312.736 $
-9,3 %
13.368.279 $+43.220 $
+1,3 %
13.325.059 $+3.325.059 $1
AMAZON COM INCAMZN→ 0Stark2.974.469 $+414.843 $
+16,2 %
12.559.626 $-200.045 $
-7,2 %
12.759.671 $+222.992 $
+8,8 %
12.536.679 $+2.536.679 $1
JOHNSON & JOHNSONJNJ→ 0Neutral2.949.092 $+104.120 $
+3,7 %
12.844.972 $+335.390 $
+13,4 %
12.509.582 $+197.163 $
+8,5 %
12.312.419 $+2.312.419 $1
Walmart Inc.WMT→ 0Stark2.531.784 $-235.546 $
-8,5 %
12.767.330 $+259.439 $
+10,3 %
12.507.891 $+246.707 $
+10,9 %
12.261.184 $+2.261.184 $1
HOME DEPOT, INC.HD→ 0Stark2.078.343 $+49.092 $
+2,4 %
12.029.251 $-119.998 $
-5,6 %
12.149.249 $-390.482 $
-15,4 %
12.539.731 $+2.539.731 $1
BlackRock, Inc.BLK→ 0Neutral2.103.724 $+7.365 $
+0,4 %
12.096.359 $-240.005 $
-10,3 %
12.336.364 $-198.032 $
-7,8 %
12.534.396 $+2.534.396 $1
SELECT SECTOR SPDR TRUST→ 02.364.034 $+64.639 $
+2,8 %
12.299.395 $+53.433 $
+2,4 %
12.245.962 $+62.294 $
+2,9 %
12.183.668 $+2.183.668 $1
Palo Alto Networks IncPANW→ 0Neutral2.281.765 $+1.240.166 $
+119,1 %
11.041.599 $-36.155 $
-3,4 %
11.077.754 $-19.554 $
-1,8 %
11.097.308 $+1.097.308 $1
UNITEDHEALTH GROUP INCUNH→ 0Neutral2.150.470 $+755.037 $
+54,1 %
11.395.433 $-279.875 $
-16,7 %
11.675.308 $+35.824 $
+2,2 %
11.639.484 $+1.639.484 $1
ADVANCED MICRO DEVICES INCAMD→ 0Neutral1.975.094 $+1.306.623 $
+195,5 %
1668.471 $+34.772 $
+5,5 %
1633.699 $+162.405 $
+34,5 %
1471.294 $+471.294 $1
ELI LILLY & CoLLY→ 0Neutral1.742.772 $+375.994 $
+27,5 %
11.366.778 $-323.694 $
-19,1 %
11.690.472 $+465.857 $
+38,0 %
11.224.615 $+1.224.615 $1
COSTCO WHOLESALE CORP /NEWCOST→ 0Stark1.604.331 $-47.750 $
-2,9 %
11.652.081 $+239.568 $
+17,0 %
11.412.513 $-92.561 $
-6,1 %
11.505.074 $+1.505.074 $1
VISA INC.V→ 0Neutral1.522.382 $+178.847 $
+13,3 %
11.343.535 $-211.952 $
-13,6 %
11.555.487 $+78.936 $
+5,3 %
11.476.551 $+1.476.551 $1
ORACLE CORPORCL→ 0Stark765.724 $-41.321 $
-5,1 %
1807.045 $-262.231 $
-24,5 %
11.069.276 $-458.138 $
-30,0 %
11.527.414 $+1.527.414 $1
BlackRock Finance, Inc.→ 01.470.173 $+159.618 $
+12,2 %
11.310.555 $+45.046 $
+3,6 %
11.265.509 $-42.978 $
-3,3 %
11.308.487 $+1.308.487 $1
CISCO SYSTEMS, INC.CSCO→ 0Stark1.316.727 $+441.589 $
+50,5 %
1875.138 $+5.546 $
+0,6 %
1869.592 $+93.299 $
+12,0 %
1776.293 $+776.293 $1
AbbVie Inc.ABBV→ 0Neutral1.294.713 $+154.289 $
+13,5 %
11.140.424 $-53.915 $
-4,5 %
11.194.339 $-41.076 $
-3,3 %
11.235.415 $+1.235.415 $1
Prologis, Inc.PLD→ 0Neutral1.287.236 $+30.006 $
+2,4 %
11.257.230 $+47.077 $
+3,9 %
11.210.153 $+156.168 $
+14,8 %
11.053.985 $+1.053.985 $1
Broadcom Inc.AVGO→ 0Stark1.189.535 $+304.646 $
+34,4 %
1884.889 $-57.887 $
-6,1 %
1942.776 $+391.496 $
+71,0 %
1551.280 $+551.280 $1
PPL CorpPPL→ 0Neutral1.109.111 $-75.395 $
-6,4 %
11.184.506 $+96.435 $
+8,9 %
11.088.071 $-71.581 $
-6,2 %
11.159.652 $+1.159.652 $1
QUALCOMM INC/DEQCOM→ 0Stark1.180.069 $+354.589 $
+43,0 %
1825.480 $-269.411 $
-24,6 %
11.094.891 $+39.503 $
+3,7 %
11.055.388 $+1.055.388 $1
Salesforce, Inc.CRM→ 0Neutral694.160 $-101.614 $
-12,8 %
1795.774 $-326.385 $
-29,1 %
11.122.159 $+129.603 $
+13,1 %
1992.556 $+992.556 $1
ABBOTT LABORATORIESABT→ 0Neutral702.079 $-122.525 $
-14,9 %
1824.604 $-183.367 $
-18,2 %
11.007.971 $-80.521 $
-7,4 %
11.088.492 $+1.088.492 $1
INTERNATIONAL BUSINESS MACHINES CORPIBM→ 0Sehr schwach1.017.137 $+141.867 $
+16,2 %
1875.270 $-191.382 $
-17,9 %
11.066.652 $+58.212 $
+5,8 %
11.008.440 $+1.008.440 $1
SSGA Active Trust→ 01.054.349 $+39.392 $
+3,9 %
11.014.957 $+14.406 $
+1,4 %
11.000.551 $+1.000.551 $1
PROCTER & GAMBLE CoPG→ 0Neutral877.035 $-66.517 $
-7,0 %
1943.552 $+264 $
+0,0 %
1943.288 $-76.916 $
-7,5 %
11.020.204 $+1.020.204 $1
NETFLIX INCNFLX→ 0Neutral601.597 $-242.863 $
-28,8 %
1844.460 $+26.054 $
+3,2 %
1818.406 $-166.714 $
-16,9 %
1985.120 $+985.120 $1
CrowdStrike Holdings, Inc.CRWD→ 0Stark956.214 $+502.948 $
+111,0 %
1453.266 $-91.433 $
-16,8 %
1544.699 $-5.017 $
-0,9 %
1549.716 $+549.716 $1
Philip Morris International Inc.PM→ 0Neutral942.179 $+89.851 $
+10,5 %
1852.328 $+13.115 $
+1,6 %
1839.213 $-24.826 $
-2,9 %
1864.039 $+864.039 $1
EXXON MOBIL CORPXOM→ 0Stark338.655 $-577.935 $
-63,1 %
1916.590 $+161.201 $
+21,3 %
1755.389 $-16.457 $
-2,1 %
1771.846 $+771.846 $1
VANGUARD GROUP INC→ 0910.788 $+41.614 $
+4,8 %
1869.174 $-25.399 $
-2,8 %
1894.573 $+24.947 $
+2,9 %
1869.626 $+869.626 $1
UNITED PARCEL SERVICE INCUPS→ 0Stark879.995 $+66.491 $
+8,2 %
1813.504 $+20.778 $
+2,6 %
1792.726 $+304.075 $
+62,2 %
1488.651 $+488.651 $1
ASML HOLDING NVASML→ 0Sehr stark825.618 $+478.240 $
+137,7 %
1347.378 $+130.196 $
+59,9 %
1217.182 $+217.182 $1
AMERICAN TOWER CORP /MA/AMT→ 0Neutral768.431 $-1.505 $
-0,2 %
1769.936 $+42.755 $
+5,9 %
1727.181 $-2.935 $
-0,4 %
1730.116 $+730.116 $1
Merck & Co., Inc.MRK→ 0Stark756.788 $+40.703 $
+5,7 %
1716.085 $+80.262 $
+12,6 %
1635.823 $+125.300 $
+24,5 %
1510.523 $+510.523 $1
GENERAL ELECTRIC COGE→ 0Stark735.211 $+178.395 $
+32,0 %
1556.816 $-53.760 $
-8,8 %
1610.576 $+13.393 $
+2,2 %
1597.183 $+597.183 $1
FEDEX CORPFDX→ 0Stark567.392 $-166.695 $
-22,7 %
1734.087 $+109.283 $
+17,5 %
1624.804 $+109.323 $
+21,2 %
1515.481 $+515.481 $1
LOCKHEED MARTIN CORPLMT→ 0Stark597.087 $-119.115 $
-16,6 %
1716.202 $+143.053 $
+25,0 %
1573.149 $-28.898 $
-4,8 %
1602.047 $+602.047 $1
SCHWAB CHARLES CORPSCHW→ 0Sehr stark708.400 $+115.530 $
+19,5 %
1592.870 $+24.935 $
+4,4 %
1567.935 $+139.994 $
+32,7 %
1427.941 $+427.941 $1
Walt Disney CoDIS→ 0Neutral433.029 $-141.107 $
-24,6 %
1574.136 $-122.364 $
-17,6 %
1696.500 $-9.622 $
-1,4 %
1706.122 $+706.122 $1
PEPSICO INCPEP→ 0Sehr stark524.378 $-154.906 $
-22,8 %
1679.284 $+50.612 $
+8,1 %
1628.672 $+7.733 $
+1,2 %
1620.939 $+620.939 $1
CHEVRON CORPCVX→ 0Sehr stark640.562 $+24.216 $
+3,9 %
1616.346 $-14.131 $
-2,2 %
1630.477 $+630.477 $1
Public StoragePSA→ 0Neutral640.172 $+107.500 $
+20,2 %
1532.672 $+19.482 $
+3,8 %
1513.190 $-53.464 $
-9,4 %
1566.654 $+566.654 $1
Blackstone Inc.BX→ 0Neutral488.566 $+9.288 $
+1,9 %
1479.278 $-144.372 $
-23,1 %
1623.650 $-11.741 $
-1,8 %
1635.391 $+635.391 $1
HERSHEY COHSY→ 0Neutral518.104 $-95.795 $
-15,6 %
1613.899 $+76.512 $
+14,2 %
1537.387 $-33.677 $
-5,9 %
1571.064 $+571.064 $1
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM→ 0Sehr stark612.245 $+612.245 $1
BERKSHIRE HATHAWAY INCBRK-B→ 0Neutral587.458 $+10.501 $
+1,8 %
1576.957 $-20.694 $
-3,5 %
1597.651 $-1.615 $
-0,3 %
1599.266 $+599.266 $1
GE Vernova Inc.GEV→ 0Neutral548.660 $+141.889 $
+34,9 %
1406.771 $+92.404 $
+29,4 %
1314.367 $+17.985 $
+6,1 %
1296.382 $+296.382 $1
AMERICAN EXPRESS COAXP→ 0Stark432.622 $+25.484 $
+6,3 %
1407.138 $-91.555 $
-18,4 %
1498.693 $+56.588 $
+12,8 %
1442.105 $+442.105 $1
D L CARLSON INVESTMENT GROUP INC→ 0496.148 $+9.185 $
+1,9 %
1486.963 $+70.935 $
+17,1 %
1416.028 $+2.392 $
+0,6 %
1413.636 $+413.636 $1
Medtronic plcMDT→ 0Neutral338.658 $-50.834 $
-13,1 %
1389.492 $-73.709 $
-15,9 %
1463.201 $-22.428 $
-4,6 %
1485.629 $+485.629 $1
AMPHENOL CORP /DE/APH→ 0Stark457.727 $+457.727 $1
Arista Networks, Inc.ANET→ 0Neutral452.730 $+143.816 $
+46,6 %
1308.914 $-4.641 $
-1,5 %
1313.555 $+79.982 $
+34,2 %
1233.573 $+233.573 $1
VANGUARD SPECIALIZED FUNDS→ 0432.815 $+55.788 $
+14,8 %
1377.027 $-5.276.808 $
-93,3 %
1383.538 $-5.231.977 $
-93,2 %
1372.894 $+372.894 $1
TARGET CORPTGT→ 0Neutral253.029 $-112.222 $
-30,7 %
1365.251 $+65.267 $
+21,8 %
1299.984 $+10.163 $
+3,5 %
1289.821 $+289.821 $1
Meta Platforms, Inc.META→ 0Neutral364.449 $+53.210 $
+17,1 %
1311.239 $+65.025 $
+26,4 %
1246.214 $-29.179 $
-10,6 %
1275.393 $+275.393 $1
HONEYWELL INTERNATIONAL INCHON→ 0Neutral357.127 $+29.376 $
+9,0 %
1327.751 $-25.889 $
-7,3 %
1353.640 $+353.640 $1
AMGEN INCAMGN→ 0Neutral336.772 $+52 $
+0,0 %
1336.720 $+16.284 $
+5,1 %
1320.436 $+38.800 $
+13,8 %
1281.636 $+281.636 $1
MCDONALDS CORPMCD→ 0Neutral229.490 $-103.008 $
-31,0 %
1332.498 $+361 $
+0,1 %
1332.137 $+5.575 $
+1,7 %
1326.562 $+326.562 $1
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC→ 0331.401 $+27.998 $
+9,2 %
1303.403 $+33.062 $
+12,2 %
1270.341 $+44.446 $
+19,7 %
1225.895 $+225.895 $1
3M COMMM→ 0Stark297.321 $+30.671 $
+11,5 %
1266.650 $-25.814 $
-8,8 %
1292.464 $+11.974 $
+4,3 %
1280.490 $+280.490 $1
MORGAN STANLEYMS→ 0Neutral277.814 $+57.948 $
+26,4 %
1219.866 $-18.734 $
-7,9 %
1238.600 $+24.958 $
+11,7 %
1213.642 $+213.642 $1
INVESCO QQQ TRUST, SERIES 1QQQ→ 0259.949 $+259.949 $1
Eaton Corp plcETN→ 0Stark258.655 $+258.655 $1
ALTRIA GROUP, INC.MO→ 0Stark256.214 $+20.168 $
+8,5 %
1236.046 $+29.796 $
+14,4 %
1206.250 $-47.619 $
-18,8 %
1253.869 $+253.869 $1
BANK OF AMERICA CORP /DE/BAC→ 0Neutral243.134 $+243.134 $1
SCHWAB STRATEGIC TRUST→ 0234.676 $+234.676 $1
TEXAS INSTRUMENTS INCTXN→ 0Neutral216.101 $+216.101 $1
GENERAL DYNAMICS CORPGD→ 0Neutral216.063 $+9.872 $
+4,8 %
1206.191 $+6.015 $
+3,0 %
1200.176 $-2.523 $
-1,2 %
1202.699 $+202.699 $1
MOODYS CORP /DE/MCO→ 0Neutral211.081 $+211.081 $1
AUTOMATIC DATA PROCESSING INCADP→ 0Neutral203.689 $+203.689 $1
154.008.898 $+28.146.506 $
+46,0 %
74133.135.450 $+2.131.953 $
+19,5 %
70130.965.177 $+240.840 $
+4,1 %
70125.896.486 $+125.523.592 $
+1.269,4 %
71
Erweitert ×