Top 50 Lakeshore Capital Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 12.01% | 21.7K | $16.2M | +1.28%(+274) | $577.41(+34.63%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 9.62% | 17.7K | $13.0M | +1.89%(+328) | $506.09(+42.43%) | 2026-06-30 | |
| GARP | ISHARES TR | 6.83% | 111.8K | $9.2M | +2.73%(+2.96K) | $63.08(+33.07%) | 2026-06-30 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 3.53% | 10.0K | $4.8M | -2.19%(-224) | $187.92(+125.42%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.79% | 10.5K | $3.8M | -1.47%(-157) | $177.72(+97.76%) | 2026-06-30 | |
| FCOR | FIDELITY MERRIMACK STR TR | 2.66% | 76.4K | $3.6M | -11.00%(-9.44K) | $46.76(-0.96%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.62% | 12.2K | $3.5M | -0.21%(-26) | $231.06(+32.72%) | 2026-06-30 | |
| IYW | ISHARES TR | 2.54% | 13.6K | $3.4M | -0.52%(-71) | $150.09(+68.10%) | 2026-06-30 | |
| XLU | SELECT SECTOR SPDR TR | 2.51% | 74.7K | $3.4M | +3.09%(+2.24K) | $42.17(+2.87%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.46% | 13.9K | $3.3M | -0.73%(-102) | $203.92(+34.83%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | โ | โ | โ | โ | +23.72% |
| Top 20 Holdings Unweighted | โ | โ | โ | โ | +22.78% |
Lakeshore Capital Group, Inc. reports $135.09M in US-listed equity holdings across 74 positions in its most recent 13F filing. Its largest disclosed positions are IVV (12.0%), QQQ (9.6%) and GARP (6.8%). The top 20 holdings account for 65.44% of reported assets. Its disclosed equity book has returned +23.72% cumulatively over 6 quarters. Figures reflect the Q2 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, Inc.โs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2057465). View Lakeshore Capital Group, Inc.โs 13F filings on SEC