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

About Lakeshore Capital Group, Inc.

Investment Activity

  • Lakeshore 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 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 Time

Map of 500 Largest Holdings ofLakeshore Capital Group, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$13,976,952$65,322 0.5%21,39711.4%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$10,000,069$61,180 0.6%17,3268.2%Finance
iShares Factors US Growth Style ETF stock logo
STLG
iShares Factors US Growth Style ETF
$6,959,591$222,039 3.3%108,7955.7%Manufacturing
Fidelity Corporate Bond ETF stock logo
FCOR
Fidelity Corporate Bond ETF
$4,043,084$367,613 -8.3%85,7863.3%ETF
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$3,451,712$6,083 0.2%10,2142.8%Computer and Technology
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$3,326,180$34,417 1.0%72,4822.7%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$3,162,593$26,903 0.9%3,1742.6%Retail/Wholesale
Invesco Taxable Municipal Bond ETF stock logo
BAB
Invesco Taxable Municipal Bond ETF
$3,158,322$45,778 1.5%117,1492.6%ETF
Apple Inc. stock logo
AAPL
Apple
$3,112,781$38,577 1.3%12,2652.5%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$3,077,557$11,790 0.4%10,7022.5%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,925,632$34,574 1.2%14,0472.4%Retail/Wholesale
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$2,484,026$34,107 -1.4%13,6922.0%Manufacturing
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$2,304,647$41,312 1.8%9,4281.9%Medical
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$2,224,986$18,689 0.8%4,6431.8%Finance
Microsoft Corporation stock logo
MSFT
Microsoft
$2,218,773$636,315 40.2%5,9941.8%Computer and Technology
CocaCola Company (The) stock logo
KO
CocaCola
$2,205,091$37,189 1.7%28,9951.8%Consumer Staples
Franklin U.S. Large Cap Multifactor Index ETF stock logo
FLQL
Franklin U.S. Large Cap Multifactor Index ETF
$2,150,459$3,382 0.2%31,7931.8%ETF
Alibaba Group Holding Limited stock logo
BABA
Alibaba Group
$1,911,478$24,966 1.3%15,2361.6%Retail/Wholesale
American Express Company stock logo
AXP
American Express
$1,807,306$25,408 1.4%5,9751.5%Finance
WALMART INC
$1,776,068$19,760 1.1%14,2911.4%COM
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$1,756,014$5,075 0.3%2,0761.4%Finance
iShares MBS ETF stock logo
MBB
iShares MBS ETF
$1,695,850$26,587 -1.5%17,8601.4%ETF
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$1,687,179$39,576 2.4%11,6811.4%Consumer Staples
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$1,545,586$16,923 -1.1%27,2161.3%Finance
Tesla, Inc. stock logo
TSLA
Tesla
$1,404,834$12,268 0.9%3,7791.1%Auto/Tires/Trucks
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,336,926$14,708 1.1%4,5451.1%Finance
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,307,530$8,011 0.6%2,2851.1%Computer and Technology
iShares Core MSCI Europe ETF stock logo
IEUR
iShares Core MSCI Europe ETF
$1,250,558$15,179 -1.2%17,7961.0%ETF
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$1,234,527$28,464 2.4%24,5921.0%Computer and Technology
iShares U.S. Telecommunications ETF stock logo
IYZ
iShares U.S. Telecommunications ETF
$1,203,294$11,796 -1.0%30,6031.0%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$1,149,834$20,383 1.8%11,9590.9%Consumer Discretionary
iShares Core High Dividend ETF stock logo
HDV
iShares Core High Dividend ETF
$1,136,336$8,280 0.7%8,3720.9%ETF
Chevron Corporation stock logo
CVX
Chevron
$1,129,814$18,827 1.7%5,4610.9%Energy
NVIDIA Corporation stock logo
NVDA
NVIDIA
$1,123,618$10,812 1.0%6,4430.9%Computer and Technology
iShares U.S. Healthcare ETF stock logo
IYH
iShares U.S. Healthcare ETF
$1,121,257$10,848 -1.0%18,1910.9%ETF
Visa Inc. stock logo
V
Visa
$1,113,636$19,039 1.7%3,6850.9%Business Services
iShares U.S. Consumer Discretionary ETF stock logo
IYC
iShares U.S. Consumer Discretionary ETF
$1,090,156$13,472 -1.2%11,2480.9%ETF
Starbucks Corporation stock logo
SBUX
Starbucks
$1,057,161$359,166 51.5%11,8000.9%Retail/Wholesale
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$1,041,664$21,050 2.1%8,6600.9%Medical
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$1,026,843$523,663 104.1%22,5090.8%ETF
AT&T Inc. stock logo
T
AT&T
$985,952$27,135 2.8%34,0100.8%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$974,476$6,441 0.7%1,0590.8%Medical
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$881,829$3,224 -0.4%3,5560.7%Finance
iShares MSCI ACWI ex U.S. ETF stock logo
ACWX
iShares MSCI ACWI ex U.S. ETF
$838,346$411 0.0%12,2440.7%Manufacturing
Stryker Corporation stock logo
SYK
Stryker
$827,023$12,486 1.5%2,5170.7%Medical
Bank of America Corporation stock logo
BAC
Bank of America
$778,574$12,431 1.6%15,9710.6%Finance
iShares U.S. Consumer Staples ETF stock logo
IYK
iShares U.S. Consumer Staples ETF
$778,336$7,353 -0.9%11,1140.6%ETF
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$774,294$17,966 2.4%7,5420.6%Medical
Honeywell International Inc. stock logo
HON
Honeywell International
$752,375$17,854 2.4%3,3290.6%Multi-Sector Conglomerates
Digital Realty Trust, Inc. stock logo
DLR
Digital Realty Trust
$728,438$22,888 3.2%4,0420.6%Finance
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$686,141$6,881 1.0%1,3960.6%Medical
Yum! Brands, Inc. stock logo
YUM
Yum! Brands
$664,911$11,038 1.7%4,2770.5%Retail/Wholesale
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$657,595$14,613 2.3%2,4300.5%Medical
The Home Depot, Inc. stock logo
HD
Home Depot
$639,124$11,184 1.8%1,9430.5%Retail/Wholesale
iShares Global Infrastructure ETF stock logo
IGF
iShares Global Infrastructure ETF
$636,194$7,906 -1.2%9,4950.5%Manufacturing
Accenture PLC stock logo
ACN
Accenture
$602,172$16,457 2.8%3,0370.5%Computer and Technology
Mastercard Incorporated stock logo
MA
Mastercard
$593,067$8,494 1.5%1,1870.5%Business Services
iShares U.S. Financial Services ETF stock logo
IYG
iShares U.S. Financial Services ETF
$572,000$5,882 -1.0%6,9050.5%ETF
The Walt Disney Company stock logo
DIS
Walt Disney
$571,085$8,193 1.5%5,9250.5%Consumer Discretionary
Blackstone Inc. stock logo
BX
Blackstone
$568,086$13,800 2.5%4,9400.5%Finance
IYJ
iShares U.S. Industrials ETF
$566,087$7,377 -1.3%3,8370.5%ETF
Kraft Heinz Company stock logo
KHC
Kraft Heinz
$554,985$313,937 -36.1%24,6770.5%Consumer Staples
McDonald's Corporation stock logo
MCD
McDonald's
$511,990$8,082 1.6%1,6470.4%Retail/Wholesale
Chipotle Mexican Grill, Inc. stock logo
CMG
Chipotle Mexican Grill
$500,057$12,580 2.6%15,6220.4%Retail/Wholesale
JD.com, Inc. stock logo
JD
JD.com
$496,709$11,739 2.4%16,7980.4%Retail/Wholesale
iShares U.S. Energy ETF stock logo
IYE
iShares U.S. Energy ETF
$444,636$3,562 -0.8%6,8650.4%ETF
Comcast Corporation stock logo
CMCSA
Comcast
$419,849$14,068 3.5%14,6240.3%Consumer Discretionary
iShares U.S. Basic Materials ETF stock logo
IYM
iShares U.S. Basic Materials ETF
$393,521$3,518 -0.9%2,2370.3%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$359,9390.0%3,3910.3%ETF
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$353,107$463 0.1%7620.3%Finance
iShares U.S. Real Estate ETF stock logo
IYR
iShares U.S. Real Estate ETF
$321,502$2,837 -0.9%3,4000.3%ETF
NIKE, Inc. stock logo
NKE
NIKE
$318,898$8,927 2.9%6,0370.3%Consumer Discretionary
Occidental Petroleum Corporation stock logo
OXY
Occidental Petroleum
$291,666$291,666 New Holding4,4870.2%Energy
Adobe Inc. stock logo
ADBE
Adobe
$290,439$7,291 2.6%1,1950.2%Computer and Technology
iShares Core MSCI International Developed Markets ETF stock logo
IDEV
iShares Core MSCI International Developed Markets ETF
$242,5490.0%2,9020.2%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$234,8900.0%1,8900.2%ETF
Intel Corporation stock logo
INTC
Intel
$0$780,122 -100.0%00.0%Computer and Technology
Ford Motor Company stock logo
F
Ford Motor
$0$134,374 -100.0%00.0%Auto/Tires/Trucks

Showing largest 100 holdings. View all holdings.
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