Top 50 Lakeshore Capital Group INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GARP | ISHARES TR | 12.23% | 225.5K | $19.2M | +101.79%(+113.76K) | $73.59(+11.23%) | 2026-09-30 | |
| IVV | ISHARES TR | 10.44% | 21.4K | $16.4M | -1.14%(-246) | $577.41(+33.81%) | 2026-09-30 | |
| QQQ | INVESCO QQQ TR | 8.28% | 17.6K | $13.0M | -0.28%(-50) | $506.09(+42.06%) | 2026-09-30 | |
| XLU | SELECT SECTOR SPDR TR | 3.81% | 151.9K | $6.0M | +103.24%(+77.14K) | $42.28(-0.91%) | 2026-09-30 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 3% | 10.3K | $4.7M | +3.39%(+339) | $197.07(+117.18%) | 2026-09-30 | |
| AAPL | APPLE INC | 2.75% | 13.0K | $4.3M | +6.03%(+738) | $235.62(+44.35%) | 2026-09-30 | |
| FCOR | FIDELITY MERRIMACK STR TR | 2.42% | 85.2K | $3.8M | +11.62%(+8.87K) | $46.67(-3.46%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 2.41% | 11.0K | $3.8M | +4.34%(+458) | $184.92(+84.07%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 2.35% | 14.8K | $3.7M | +6.34%(+884) | $206.30(+27.39%) | 2026-09-30 | |
| IYW | ISHARES TR | 2.27% | 13.5K | $3.6M | -0.95%(-130) | $150.09(+69.29%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | โ | โ | โ | โ | +25.51% |
| Top 20 Holdings Unweighted | โ | โ | โ | โ | +24.99% |
Lakeshore Capital Group INC reports $157.19M in US-listed equity holdings across 78 positions in its most recent 13F filing. Its largest disclosed positions are GARP (12.2%), IVV (10.4%) and QQQ (8.3%). The top 20 holdings account for 66.86% of reported assets. Its disclosed equity book has returned +25.51% cumulatively over 7 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Lakeshore Capital Group INCโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2057465). View Lakeshore Capital Group INCโs 13F filings on SEC