Lakeshore Capital Group, Inc. Top Holdings and 13F Report (2026) About Lakeshore Capital Group, Inc.Investment ActivityLakeshore Capital Group, Inc. has $122.50 million in total holdings as of March 31, 2026.Lakeshore Capital Group, Inc. owns shares of 76 different stocks, but just 37 companies or ETFs make up 80% of its holdings.Approximately 2.45% of the portfolio was purchased this quarter.About 1.44% of the portfolio was sold this quarter.This quarter, Lakeshore Capital Group, Inc. has purchased 77 new stocks and bought additional shares in 55 stocks.Lakeshore Capital Group, Inc. sold shares of 17 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $13,976,952Invesco QQQ $10,000,069iShares Factors US Growth Style ETF $6,959,591Fidelity Corporate Bond ETF $4,043,084Taiwan Semiconductor Manufacturing $3,451,712 Largest New Holdings this Quarter 674599105 - Occidental Petroleum $291,666 Holding Largest Purchases this Quarter Microsoft 1,719 shares (about $636.31K)Fidelity Total Bond ETF 11,479 shares (about $523.66K)Starbucks 4,009 shares (about $359.17K)Occidental Petroleum 4,487 shares (about $291.67K)iShares Factors US Growth Style ETF 3,471 shares (about $222.04K) Largest Sales this Quarter Fidelity Corporate Bond ETF 7,800 shares (about $367.61K)Kraft Heinz 13,959 shares (about $313.94K)iShares U.S. Technology ETF 188 shares (about $34.11K)iShares MBS ETF 280 shares (about $26.59K)iShares MSCI Emerging Markets ETF 298 shares (about $16.92K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLakeshore Capital Group, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$13,976,952$65,322 ▲0.5%21,39711.4%ETFQQQInvesco QQQ$10,000,069$61,180 ▲0.6%17,3268.2%FinanceSTLGiShares Factors US Growth Style ETF$6,959,591$222,039 ▲3.3%108,7955.7%ManufacturingFCORFidelity Corporate Bond ETF$4,043,084$367,613 ▼-8.3%85,7863.3%ETFTSMTaiwan Semiconductor Manufacturing$3,451,712$6,083 ▲0.2%10,2142.8%Computer and TechnologyXLUUtilities Select Sector SPDR Fund$3,326,180$34,417 ▲1.0%72,4822.7%ETFCOSTCostco Wholesale$3,162,593$26,903 ▲0.9%3,1742.6%Retail/WholesaleBABInvesco Taxable Municipal Bond ETF$3,158,322$45,778 ▲1.5%117,1492.6%ETFAAPLApple$3,112,781$38,577 ▲1.3%12,2652.5%Computer and TechnologyGOOGLAlphabet$3,077,557$11,790 ▲0.4%10,7022.5%Computer and TechnologyAMZNAmazon.com$2,925,632$34,574 ▲1.2%14,0472.4%Retail/WholesaleIYWiShares U.S. Technology ETF$2,484,026$34,107 ▼-1.4%13,6922.0%ManufacturingJNJJohnson & Johnson$2,304,647$41,312 ▲1.8%9,4281.9%MedicalBRK.BBerkshire Hathaway$2,224,986$18,689 ▲0.8%4,6431.8%FinanceMSFTMicrosoft$2,218,773$636,315 ▲40.2%5,9941.8%Computer and TechnologyKOCocaCola$2,205,091$37,189 ▲1.7%28,9951.8%Consumer StaplesFLQLFranklin U.S. Large Cap Multifactor Index ETF$2,150,459$3,382 ▲0.2%31,7931.8%ETFBABAAlibaba Group$1,911,478$24,966 ▲1.3%15,2361.6%Retail/WholesaleAXPAmerican Express$1,807,306$25,408 ▲1.4%5,9751.5%FinanceWALMART INC$1,776,068$19,760 ▲1.1%14,2911.4%COMGSThe Goldman Sachs Group$1,756,014$5,075 ▲0.3%2,0761.4%FinanceMBBiShares MBS ETF$1,695,850$26,587 ▼-1.5%17,8601.4%ETFPGProcter & Gamble$1,687,179$39,576 ▲2.4%11,6811.4%Consumer StaplesEEMiShares MSCI Emerging Markets ETF$1,545,586$16,923 ▼-1.1%27,2161.3%FinanceTSLATesla$1,404,834$12,268 ▲0.9%3,7791.1%Auto/Tires/TrucksJPMJPMorgan Chase & Co.$1,336,926$14,708 ▲1.1%4,5451.1%FinanceMETAMeta Platforms$1,307,530$8,011 ▲0.6%2,2851.1%Computer and TechnologyIEURiShares Core MSCI Europe ETF$1,250,558$15,179 ▼-1.2%17,7961.0%ETFVZVerizon Communications$1,234,527$28,464 ▲2.4%24,5921.0%Computer and TechnologyIYZiShares U.S. Telecommunications ETF$1,203,294$11,796 ▼-1.0%30,6031.0%ETFNFLXNetflix$1,149,834$20,383 ▲1.8%11,9590.9%Consumer DiscretionaryHDViShares Core High Dividend ETF$1,136,336$8,280 ▲0.7%8,3720.9%ETFCVXChevron$1,129,814$18,827 ▲1.7%5,4610.9%EnergyNVDANVIDIA$1,123,618$10,812 ▲1.0%6,4430.9%Computer and TechnologyIYHiShares U.S. Healthcare ETF$1,121,257$10,848 ▼-1.0%18,1910.9%ETFVVisa$1,113,636$19,039 ▲1.7%3,6850.9%Business ServicesIYCiShares U.S. Consumer Discretionary ETF$1,090,156$13,472 ▼-1.2%11,2480.9%ETFSBUXStarbucks$1,057,161$359,166 ▲51.5%11,8000.9%Retail/WholesaleMRKMerck & Co., Inc.$1,041,664$21,050 ▲2.1%8,6600.9%MedicalFBNDFidelity Total Bond ETF$1,026,843$523,663 ▲104.1%22,5090.8%ETFTAT&T$985,952$27,135 ▲2.8%34,0100.8%Computer and TechnologyLLYEli Lilly and Company$974,476$6,441 ▲0.7%1,0590.8%MedicalIWMiShares Russell 2000 ETF$881,829$3,224 ▼-0.4%3,5560.7%FinanceACWXiShares MSCI ACWI ex U.S. ETF$838,346$411 ▲0.0%12,2440.7%ManufacturingSYKStryker$827,023$12,486 ▲1.5%2,5170.7%MedicalBACBank of America$778,574$12,431 ▲1.6%15,9710.6%FinanceIYKiShares U.S. Consumer Staples ETF$778,336$7,353 ▼-0.9%11,1140.6%ETFABTAbbott Laboratories$774,294$17,966 ▲2.4%7,5420.6%MedicalHONHoneywell International$752,375$17,854 ▲2.4%3,3290.6%Multi-Sector ConglomeratesDLRDigital Realty Trust$728,438$22,888 ▲3.2%4,0420.6%FinanceTMOThermo Fisher Scientific$686,141$6,881 ▲1.0%1,3960.6%MedicalYUMYum! Brands$664,911$11,038 ▲1.7%4,2770.5%Retail/WholesaleUNHUnitedHealth Group$657,595$14,613 ▲2.3%2,4300.5%MedicalHDHome Depot$639,124$11,184 ▲1.8%1,9430.5%Retail/WholesaleIGFiShares Global Infrastructure ETF$636,194$7,906 ▼-1.2%9,4950.5%ManufacturingACNAccenture$602,172$16,457 ▲2.8%3,0370.5%Computer and TechnologyMAMastercard$593,067$8,494 ▲1.5%1,1870.5%Business ServicesIYGiShares U.S. Financial Services ETF$572,000$5,882 ▼-1.0%6,9050.5%ETFDISWalt Disney$571,085$8,193 ▲1.5%5,9250.5%Consumer DiscretionaryBXBlackstone$568,086$13,800 ▲2.5%4,9400.5%FinanceIYJiShares U.S. Industrials ETF$566,087$7,377 ▼-1.3%3,8370.5%ETFKHCKraft Heinz$554,985$313,937 ▼-36.1%24,6770.5%Consumer StaplesMCDMcDonald's$511,990$8,082 ▲1.6%1,6470.4%Retail/WholesaleCMGChipotle Mexican Grill$500,057$12,580 ▲2.6%15,6220.4%Retail/WholesaleJDJD.com$496,709$11,739 ▲2.4%16,7980.4%Retail/WholesaleIYEiShares U.S. Energy ETF$444,636$3,562 ▼-0.8%6,8650.4%ETFCMCSAComcast$419,849$14,068 ▲3.5%14,6240.3%Consumer DiscretionaryIYMiShares U.S. Basic Materials ETF$393,521$3,518 ▼-0.9%2,2370.3%ETFMUBiShares National Muni Bond ETF$359,9390.0%3,3910.3%ETFDIASPDR Dow Jones Industrial Average ETF Trust$353,107$463 ▲0.1%7620.3%FinanceIYRiShares U.S. Real Estate ETF$321,502$2,837 ▼-0.9%3,4000.3%ETFNKENIKE$318,898$8,927 ▲2.9%6,0370.3%Consumer DiscretionaryOXYOccidental Petroleum$291,666$291,666 ▲New Holding4,4870.2%EnergyADBEAdobe$290,439$7,291 ▲2.6%1,1950.2%Computer and TechnologyIDEViShares Core MSCI International Developed Markets ETF$242,5490.0%2,9020.2%ETFIJRiShares Core S&P Small-Cap ETF$234,8900.0%1,8900.2%ETFINTCIntel$0$780,122 ▼-100.0%00.0%Computer and TechnologyFFord Motor$0$134,374 ▼-100.0%00.0%Auto/Tires/TrucksShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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