DOSSIER · 13F-HR · Q1 2026

Lakeshore Capital Group, Inc.

$123M in tracked AUM across 91 positions as of Q1 2026.

LC
CIK 0002057465 · last filed Mar 31, 2026
Total AUM
$123M
as of Q1 2026
Holdings
91
positions
Whale Score
51
51
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Lakeshore Capital Group, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$14M21K11.4%
02
QQQ
INVESCO QQQ TR
$10M17K8.2%
03
GARP
ISHARES TR
$7M109K5.7%
04
FCOR
FIDELITY MERRIMACK STR TR
$4M86K3.3%
05
TSM
TAIWAN SEMICONDUCTOR MANUFAC
$3M10K2.8%
06
XLU
SELECT SECTOR SPDR TR
$3M72K2.7%
07
COST
COSTCO WHOLESALE CORPORATION
$3M3K2.6%
08
BAB
INVESCO EXCH TRADED FD TR II
$3M117K2.6%
09
AAPL
APPLE INC
$3M12K2.5%
10
GOOGL
ALPHABET INC
$3M11K2.5%

Filing history

2026Q1Mar 31
$123M 2.0%
91 positionsView →
2025Q4Dec 31
$125M 0.9%
92 positionsView →
2025Q3Sep 30
$124M 9.9%
93 positionsView →
2025Q2Jun 30
$113M 8.7%
78 positionsLocked
2025Q1Mar 31
$104M 56.7%
75 positionsLocked
2024Q4Dec 31
$66M
59 positionsLocked