Lakeshore Capital Group, Inc. Top Holdings and 13F Report (2026)

About Lakeshore Capital Group, Inc.

Investment Activity

Lakeshore Capital Group, Inc. has $135.09 million in total holdings as of June 30, 2026.
Lakeshore Capital Group, Inc. owns shares of 74 different stocks, but just 34 companies or ETFs make up 80% of its holdings.
Approximately 3.75% of the portfolio was purchased this quarter.
About 3.20% of the portfolio was sold this quarter.
This quarter, Lakeshore Capital Group, Inc. has purchased 76 new stocks and bought additional shares in 36 stocks.
Lakeshore Capital Group, Inc. sold shares of 34 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

iShares Core S&P 500 ETF: $16,229,280
Invesco QQQ: $13,000,212
iShares Factors US Growth Style ETF: $9,225,767
Taiwan Semiconductor Manufacturing: $4,770,813
Alphabet: $3,768,317

Largest New Holdings this Quarter

11135F101 - Broadcom: $1,276,425 Holding
512807306 - LAM RESEARCH CORP: $396,550 Holding
17275R102 - Cisco Systems: $205,172 Holding

Largest Purchases this Quarter

Broadcom: 3,379 shares (about $1.28M)
iShares Core High Dividend ETF: 32,875 shares (about $901.10K)
NVIDIA: 4,072 shares (about $814.76K)
LAM RESEARCH CORP: 915 shares (about $396.55K)
Fidelity Total Bond ETF: 8,700 shares (about $395.77K)

Largest Sales this Quarter

Fidelity Corporate Bond ETF: 9,435 shares (about $444.86K)
iShares MBS ETF: 1,516 shares (about $143.30K)
Taiwan Semiconductor Manufacturing: 224 shares (about $106.97K)
Alphabet: 157 shares (about $56.10K)
The Goldman Sachs Group: 48 shares (about $48.54K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IVV iShares Core S&P 500 ETF	$16,229,280	$205,197 â–²	1.3%	21,671	12.0%	ETF
QQQ Invesco QQQ	$13,000,212	$241,536 â–²	1.9%	17,654	9.6%	ETF
STLG iShares Factors US Growth Style ETF	$9,225,767	$244,760 â–²	2.7%	111,760	6.8%	ETF
TSM Taiwan Semiconductor Manufacturing	$4,770,813	$106,973 â–¼	-2.2%	9,990	3.5%	Technology
GOOGL Alphabet	$3,768,317	$56,105 â–¼	-1.5%	10,545	2.8%	Communication Services
FCOR Fidelity Corporate Bond ETF	$3,599,935	$444,858 â–¼	-11.0%	76,351	2.7%	ETF
AAPL Apple	$3,541,362	$7,523 â–¼	-0.2%	12,239	2.6%	Technology
IYW iShares U.S. Technology ETF	$3,435,742	$17,909 â–¼	-0.5%	13,621	2.5%	ETF
XLU Utilities Select Sector SPDR Fund	$3,387,871	$101,517 â–²	3.1%	74,721	2.5%	ETF
AMZN Amazon.com	$3,323,580	$24,310 â–¼	-0.7%	13,945	2.5%	Consumer Discretionary
BAB Invesco Taxable Municipal Bond ETF	$3,258,074	$113,801 â–²	3.6%	121,389	2.4%	ETF
COST Costco Wholesale	$2,929,929	$39,290 â–¼	-1.3%	3,132	2.2%	Consumer Staples
FLQL Franklin U.S. Large Cap Multifactor Index ETF	$2,440,434	$48,298 â–¼	-1.9%	31,176	1.8%	ETF
JNJ Johnson & Johnson	$2,385,765	$8,635 â–¼	-0.4%	9,394	1.8%	Healthcare
KO CocaCola	$2,364,130	$7,721 â–²	0.3%	29,090	1.8%	Consumer Staples
BRK.B Berkshire Hathaway	$2,324,875	$1,501 â–²	0.1%	4,646	1.7%	Finance
MSFT Microsoft	$2,243,574	$7,833 â–²	0.4%	6,015	1.7%	Technology
NVDA NVIDIA	$2,103,942	$814,765 â–²	63.2%	10,515	1.6%	Technology
GS The Goldman Sachs Group	$2,050,630	$48,536 â–¼	-2.3%	2,028	1.5%	Finance
AXP American Express	$2,019,924	$1,015 â–¼	-0.1%	5,972	1.5%	Finance
EEM iShares MSCI Emerging Markets ETF	$1,860,189	$1,642 â–¼	-0.1%	27,192	1.4%	ETF
PG Procter & Gamble	$1,728,280	$15,397 â–²	0.9%	11,786	1.3%	Consumer Staples
WALMART INC	$1,611,670	$6,909 â–¼	-0.4%	14,230	1.2%	COM
TSLA Tesla	$1,586,914	$2,524 â–¼	-0.2%	3,773	1.2%	Consumer Discretionary
MBB iShares MBS ETF	$1,544,872	$143,296 â–¼	-8.5%	16,344	1.1%	ETF
JPM JPMorgan Chase & Co.	$1,488,832	$982 â–²	0.1%	4,548	1.1%	Finance
BABA Alibaba Group	$1,459,686	$2,687 â–¼	-0.2%	15,208	1.1%	Consumer Discretionary
FBND Fidelity Total Bond ETF	$1,419,720	$395,769 â–²	38.7%	31,209	1.1%	ETF
IEUR iShares Core MSCI Europe ETF	$1,354,259	$16,537 â–²	1.2%	18,016	1.0%	ETF
IYZ iShares U.S. Telecommunications ETF	$1,291,587	$3,216 â–¼	-0.2%	30,527	1.0%	ETF
META Meta Platforms	$1,283,536	$3,379 â–¼	-0.3%	2,279	1.0%	Communication Services
AVGO Broadcom	$1,276,425	$1,276,425 â–²	New Holding	3,379	0.9%	Technology
V Visa	$1,272,239	$7,891 â–²	0.6%	3,708	0.9%	Finance
LLY Eli Lilly and Company	$1,254,394	$15,590 â–¼	-1.2%	1,046	0.9%	Healthcare
IYH iShares U.S. Healthcare ETF	$1,215,455	$3,484 â–¼	-0.3%	18,139	0.9%	ETF
SBUX Starbucks	$1,213,637	$7,767 â–²	0.6%	11,876	0.9%	Consumer Discretionary
IYC iShares U.S. Consumer Discretionary ETF	$1,134,017	$3,134 â–¼	-0.3%	11,217	0.8%	ETF
HDV iShares Core High Dividend ETF	$1,130,577	$901,101 â–²	392.7%	41,247	0.8%	ETF
MRK Merck & Co., Inc.	$1,114,831	$2,056 â–²	0.2%	8,676	0.8%	Healthcare
IWM iShares Russell 2000 ETF	$1,052,915	$15,625 â–¼	-1.5%	3,504	0.8%	ETF
UNH UnitedHealth Group	$1,019,791	$9,974 â–²	1.0%	2,454	0.8%	Healthcare
ACWX iShares MSCI ACWI ex U.S. ETF	$934,778	$2,892 â–²	0.3%	12,282	0.7%	ETF
CVX Chevron	$907,056	$1,823 â–²	0.2%	5,472	0.7%	Energy
BAC Bank of America	$905,031	$5,014 â–¼	-0.6%	15,883	0.7%	Finance
NFLX Netflix	$849,509	$4,355 â–¼	-0.5%	11,898	0.6%	Communication Services
IYK iShares U.S. Consumer Staples ETF	$807,433	$145 â–¼	0.0%	11,112	0.6%	ETF
SYK Stryker	$798,139	$5,667 â–²	0.7%	2,535	0.6%	Healthcare
DLR Digital Realty Trust	$722,857	$3,053 â–¼	-0.4%	4,025	0.5%	Real Estate
TMO Thermo Fisher Scientific	$703,928	$4,011 â–²	0.6%	1,404	0.5%	Healthcare
T AT&T	$699,913	$4,099 â–¼	-0.6%	33,812	0.5%	Communication Services
ABT Abbott Laboratories	$697,085	$12,704 â–²	1.9%	7,682	0.5%	Healthcare
HD Home Depot	$691,889	$6,700 â–²	1.0%	1,962	0.5%	Consumer Discretionary
YUM Yum! Brands	$684,793	$1,119 â–²	0.2%	4,284	0.5%	Consumer Discretionary
IGF iShares Global Infrastructure ETF	$636,882	$4,529 â–²	0.7%	9,563	0.5%	ETF
IYJ iShares U.S. Industrials ETF	$636,424	$3,000 â–¼	-0.5%	3,819	0.5%	ETF
IYG iShares U.S. Financial Services ETF	$623,412	$1,267 â–¼	-0.2%	6,891	0.5%	ETF
MA Mastercard	$610,954	$1,540 â–²	0.3%	1,190	0.5%	Finance
BX Blackstone	$586,412	$5,177 â–²	0.9%	4,984	0.4%	Finance
DIS Walt Disney	$567,101	$3,176 â–¼	-0.6%	5,892	0.4%	Communication Services
CMG Chipotle Mexican Grill	$538,251	$7,106 â–²	1.3%	15,831	0.4%	Consumer Discretionary
MCD McDonald's	$448,954	$3,784 â–²	0.9%	1,661	0.3%	Consumer Discretionary
JD JD.com	$442,896	$14,880 â–²	3.5%	17,382	0.3%	Consumer Discretionary
IYM iShares U.S. Basic Materials ETF	$400,293	$1,437 â–¼	-0.4%	2,229	0.3%	ETF
LAM RESEARCH CORP	$396,550	$396,550 â–²	New Holding	915	0.3%	COM NEW
IYE iShares U.S. Energy ETF	$387,665	$849 â–¼	-0.2%	6,850	0.3%	ETF
ACN Accenture	$386,283	$8,338 â–²	2.2%	3,104	0.3%	Technology
DIA SPDR Dow Jones Industrial Average ETF Trust	$384,694	$13,590 â–¼	-3.4%	736	0.3%	ETF
MUB iShares National Muni Bond ETF	$365,394	$431 â–²	0.1%	3,395	0.3%	ETF
IYR iShares U.S. Real Estate ETF	$347,754	$102 â–²	0.0%	3,401	0.3%	ETF
IJR iShares Core S&P Small-Cap ETF	$280,239		0.0%	1,890	0.2%	ETF
IDEV iShares Core MSCI International Developed Markets ETF	$254,557	$3,738 â–¼	-1.4%	2,860	0.2%	ETF
ADBE Adobe	$251,319	$6,355 â–²	2.6%	1,226	0.2%	Technology
OXY Occidental Petroleum	$219,214	$1,263 â–²	0.6%	4,513	0.2%	Energy
CSCO Cisco Systems	$205,172	$205,172 â–²	New Holding	1,747	0.2%	Technology
VZ Verizon Communications	$0	$1,234,527 â–¼	-100.0%	0	0.0%	Communication Services
HON Honeywell International	$0	$752,375 â–¼	-100.0%	0	0.0%	Industrials
KHC Kraft Heinz	$0	$554,985 â–¼	-100.0%	0	0.0%	Consumer Staples
CMCSA Comcast	$0	$419,849 â–¼	-100.0%	0	0.0%	Communication Services
NKE NIKE	$0	$318,898 â–¼	-100.0%	0	0.0%	Consumer Discretionary

Showing largest 100 holdings. View all holdings.

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Lakeshore Capital Group, Inc. Top Holdings and 13F Report (2026)

About Lakeshore Capital Group, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Lakeshore Capital Group, Inc. Top Holdings and 13F Report (2026)

About Lakeshore Capital Group, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofLakeshore Capital Group, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools