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Lakeshore Capital Group, Inc.

Portfolio Manager
Lakeshore Capital Group, Inc.
Performance
-3.60% (2026 Q1)
AUM (13F)
$122.50M
# of Holdings
76
Performance Rank
Allocation (Top 20)
62.28%

Lakeshore Capital Group, Inc. Holdings Map

Top 50 Lakeshore Capital Group, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IVV
ISHARES TR
11.41%21.4K$14.0M
+0.47%(+100)
2025-Q1: 21.8K shares2025-Q2: 22.1K shares2025-Q3: 21.8K shares2025-Q4: 21.3K shares2026-Q1: 21.4K shares
$575.94(+29.48%)
2026-03-31
QQQ
INVESCO QQQ TR
8.16%17.3K$10.0M
+0.62%(+106)
2025-Q1: 13.7K shares2025-Q2: 16.8K shares2025-Q3: 16.9K shares2025-Q4: 17.2K shares2026-Q1: 17.3K shares
$503.42(+41.97%)
2026-03-31
GARP
ISHARES TR
5.68%108.8K$7.0M
+3.30%(+3.47K)
2025-Q1: 0 shares2025-Q2: 6.0K shares2025-Q3: 101.7K shares2025-Q4: 105.3K shares2026-Q1: 108.8K shares
$62.84(+23.02%)
2026-03-31
FCOR
FIDELITY MERRIMACK STR TR
3.3%85.8K$4.0M
-8.33%(-7.80K)
2025-Q1: 102.2K shares2025-Q2: 93.2K shares2025-Q3: 102.8K shares2025-Q4: 93.6K shares2026-Q1: 85.8K shares
$46.76(+0.82%)
2026-03-31
TSM
TAIWAN SEMICONDUCTOR MANUFAC
2.82%10.2K$3.5M
+0.18%(+18)
2025-Q1: 11.5K shares2025-Q2: 9.9K shares2025-Q3: 10.1K shares2025-Q4: 10.2K shares2026-Q1: 10.2K shares
$187.92(+112.75%)
2026-03-31
XLU
SELECT SECTOR SPDR TR
2.72%72.5K$3.3M
+1.05%(+750)
2025-Q1: 0 shares2025-Q2: 3.9K shares2025-Q3: 33.1K shares2025-Q4: 71.7K shares2026-Q1: 72.5K shares
$42.06(+6.20%)
2026-03-31
COST
COSTCO WHOLESALE CORPORATION
2.58%3.2K$3.2M
+0.86%(+27)
2025-Q1: 3.1K shares2025-Q2: 3.0K shares2025-Q3: 3.1K shares2025-Q4: 3.1K shares2026-Q1: 3.2K shares
$903.11(+14.39%)
2026-03-31
BAB
INVESCO EXCH TRADED FD TR II
2.58%117.1K$3.2M
+1.47%(+1.70K)
2025-Q1: 123.8K shares2025-Q2: 123.5K shares2025-Q3: 116.1K shares2025-Q4: 115.5K shares2026-Q1: 117.1K shares
$26.42(+1.31%)
2026-03-31
AAPL
APPLE INC
2.54%12.3K$3.1M
+1.25%(+152)
2025-Q1: 9.8K shares2025-Q2: 11.4K shares2025-Q3: 11.9K shares2025-Q4: 12.1K shares2026-Q1: 12.3K shares
$231.06(+29.35%)
2026-03-31
GOOGL
ALPHABET INC
2.51%10.7K$3.1M
+0.38%(+41)
2025-Q1: 8.8K shares2025-Q2: 10.3K shares2025-Q3: 10.5K shares2025-Q4: 10.7K shares2026-Q1: 10.7K shares
$177.72(+126.54%)
2026-03-31

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