Lakeshore Capital Group, Inc.

CIK 0002057465 • 7 13F filings • Apr 10, 2025 – Oct 20, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $123.9M1 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$949K	0.8%	7,087 SH	New
ACCENTURE PLC IRELAND	SHS CLASS A	$715K	0.6%Prev: 0.3%	2,900 SH	Increased-204 SH
ADOBE INC	COM	$396K	0.3%Prev: 0.2%	1,123 SH	Increased-103 SH
ALIBABA GROUP HLDG LTD	SPONSORED ADS	$2.6M	2.1%Prev: 1.1%	14,815 SH	Increased-393 SH
ALPHABET INC	CAP STK CL A	$2.5M	2.1%Prev: 2.8%	10,451 SH	Decreased-94 SH
AMAZON COM INC	COM	$3.0M	2.4%Prev: 2.5%	13,638 SH	Decreased-307 SH
AMERICAN EXPRESS CO	COM	$1.9M	1.6%Prev: 1.5%	5,790 SH	Decreased-182 SH
APPLE INC	COM	$3.0M	2.4%Prev: 2.6%	11,885 SH	Decreased-354 SH
AT&T INC	COM	$904K	0.7%Prev: 0.5%	32,002 SH	Increased-1,810 SH
BANK AMERICA CORP	COM	$793K	0.6%	15,375 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.3M	1.8%Prev: 1.7%	4,495 SH	Decreased-151 SH
BLACKSTONE INC	COM	$806K	0.7%Prev: 0.4%	4,718 SH	Increased-266 SH
CHEVRON CORP NEW	COM	$814K	0.7%	5,242 SH	New
CHIPOTLE MEXICAN GRILL INC	COM	$573K	0.5%Prev: 0.4%	14,632 SH	Increased-1,199 SH
COCA COLA CO	COM	$1.8M	1.5%Prev: 1.8%	27,280 SH	Decreased-1,810 SH
COMCAST CORP NEW	CL A	$428K	0.3%	13,636 SH	New
COSTCO WHSL CORP NEW	COM	$2.9M	2.3%	3,092 SH	New
DIGITAL RLTY TR INC	COM	$663K	0.5%Prev: 0.5%	3,835 SH	Decreased-190 SH
DISNEY WALT CO	COM	$650K	0.5%Prev: 0.4%	5,674 SH	Increased-218 SH
ELI LILLY & CO	COM	$801K	0.6%Prev: 0.9%	1,050 SH	Decreased+4 SH
FIDELITY COVINGTON TRUST	HIGH DIVID ETF	$311K	0.3%	5,585 SH	New
FIDELITY MERRIMACK STR TR	CORP BOND ETF	$4.9M	4.0%Prev: 2.7%	102,753 SH	Increased+26,402 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$1.5M	1.2%Prev: 1.1%	32,461 SH	Increased+1,252 SH
FORD MTR CO	COM	$121K	0.1%	10,127 SH	New
FRANKLIN TEMPLETON ETF TR	US LRG CP MLTFCT	$2.4M	1.9%Prev: 1.8%	35,091 SH	Decreased+3,915 SH
GOLDMAN SACHS GROUP INC	COM	$1.6M	1.3%Prev: 1.5%	2,053 SH	Decreased+25 SH
HOME DEPOT INC	COM	$769K	0.6%Prev: 0.5%	1,897 SH	Increased-65 SH
HONEYWELL INTL INC	COM	$659K	0.5%	3,133 SH	New
INTEL CORP	COM	$701K	0.6%	20,906 SH	New
INVESCO EXCH TRADED FD TR II	TAXABLE MUN BD	$3.2M	2.6%Prev: 2.4%	116,065 SH	Decreased-5,324 SH
INVESCO QQQ TR	UNIT SER 1	$10.2M	8.2%Prev: 9.6%	16,933 SH	Decreased-721 SH
ISHARES TR	CORE HIGH DV ETF	$1.0M	0.8%Prev: 0.8%	8,258 SH	Decreased-32,989 SH
ISHARES TR	CORE MSCI EURO	$1.2M	1.0%Prev: 1.0%	18,028 SH	Decreased+12 SH
ISHARES TR	CORE MSCI INTL	$228K	0.2%Prev: 0.2%	2,849 SH	Decreased-11 SH
ISHARES TR	CORE S&P SCP ETF	$225K	0.2%Prev: 0.2%	1,894 SH	Decreased+4 SH
ISHARES TR	CORE S&P500 ETF	$14.6M	11.8%Prev: 12.0%	21,815 SH	Decreased+144 SH
ISHARES TR	GLB INFRASTR ETF	$586K	0.5%Prev: 0.5%	9,585 SH	Decreased+22 SH
ISHARES TR	MBS ETF	$1.7M	1.4%Prev: 1.1%	18,012 SH	Increased+1,668 SH
ISHARES TR	MSCI ACWI EX US	$776K	0.6%Prev: 0.7%	11,929 SH	Decreased-353 SH
ISHARES TR	MSCI EMG MKT ETF	$1.5M	1.2%Prev: 1.4%	27,531 SH	Decreased+339 SH
ISHARES TR	MSCI USA QUALITY	$6.7M	5.4%	101,690 SH	New
ISHARES TR	NATIONAL MUN ETF	$403K	0.3%Prev: 0.3%	3,781 SH	Increased+386 SH
ISHARES TR	RUSSELL 2000 ETF	$866K	0.7%Prev: 0.8%	3,580 SH	Decreased+76 SH
ISHARES TR	U.S. BAS MTL ETF	$338K	0.3%Prev: 0.3%	2,279 SH	Decreased+50 SH
ISHARES TR	U.S. ENERGY ETF	$331K	0.3%Prev: 0.3%	6,963 SH	Decreased+113 SH
ISHARES TR	U.S. FIN SVC ETF	$631K	0.5%Prev: 0.5%	7,043 SH	Increased+152 SH
ISHARES TR	U.S. REAL ES ETF	$334K	0.3%Prev: 0.3%	3,438 SH	Decreased+37 SH
ISHARES TR	U.S. TECH ETF	$2.8M	2.2%Prev: 2.5%	14,076 SH	Decreased+455 SH
ISHARES TR	US CONSM STAPLES	$768K	0.6%Prev: 0.6%	11,233 SH	Decreased+121 SH
ISHARES TR	US CONSUM DISCRE	$1.2M	1.0%Prev: 0.8%	11,518 SH	Increased+301 SH
ISHARES TR	US HLTHCARE ETF	$1.1M	0.9%Prev: 0.9%	18,528 SH	Decreased+389 SH
ISHARES TR	US INDUSTRIALS	$573K	0.5%Prev: 0.5%	3,931 SH	Decreased+112 SH
ISHARES TR	US TELECOM ETF	$1.0M	0.8%Prev: 1.0%	31,155 SH	Decreased+628 SH
JD.COM INC	SPON ADS CL A	$556K	0.4%Prev: 0.3%	15,886 SH	Increased-1,496 SH
JOHNSON & JOHNSON	COM	$1.7M	1.3%Prev: 1.8%	9,008 SH	Decreased-386 SH
JPMORGAN CHASE & CO.	COM	$1.4M	1.1%	4,381 SH	New
KRAFT HEINZ CO	COM	$966K	0.8%	37,080 SH	New
MASTERCARD INCORPORATED	CL A	$680K	0.5%Prev: 0.5%	1,195 SH	Increased+5 SH
MCDONALDS CORP	COM	$477K	0.4%Prev: 0.3%	1,570 SH	Increased-91 SH
MERCK & CO INC	COM	$691K	0.6%Prev: 0.8%	8,236 SH	Decreased-440 SH
META PLATFORMS INC	CL A	$1.7M	1.3%Prev: 1.0%	2,259 SH	Increased-20 SH
MICROSOFT CORP	COM	$2.2M	1.8%Prev: 1.7%	4,288 SH	Decreased-1,727 SH
NETFLIX INC	COM	$1.4M	1.1%	1,180 SH	New
NIKE INC	CL B	$398K	0.3%	5,703 SH	New
NVIDIA CORPORATION	COM	$1.2M	0.9%Prev: 1.6%	6,228 SH	Decreased-4,287 SH
OCCIDENTAL PETE CORP	COM	$206K	0.2%Prev: 0.2%	4,357 SH	Decreased-156 SH
PROCTER AND GAMBLE CO	COM	$1.7M	1.4%	10,940 SH	New
SELECT SECTOR SPDR TR	SBI INT-UTILS	$2.9M	2.3%	33,101 SH	New
SPDR DOW JONES INDL AVERAGE	UT SER 1	$352K	0.3%	759 SH	New
STARBUCKS CORP	COM	$639K	0.5%Prev: 0.9%	7,557 SH	Decreased-4,319 SH
STRYKER CORPORATION	COM	$898K	0.7%Prev: 0.6%	2,430 SH	Increased-105 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$2.8M	2.3%	10,149 SH	New
TESLA INC	COM	$1.6M	1.3%Prev: 1.2%	3,700 SH	Increased-73 SH
THERMO FISHER SCIENTIFIC INC	COM	$656K	0.5%Prev: 0.5%	1,352 SH	Decreased-52 SH
UNITEDHEALTH GROUP INC	COM	$793K	0.6%Prev: 0.8%	2,297 SH	Decreased-157 SH
VERIZON COMMUNICATIONS INC	COM	$1.0M	0.8%	23,254 SH	New
VISA INC	COM CL A	$1.2M	1.0%Prev: 0.9%	3,545 SH	Decreased-163 SH
WALMART INC	COM	$1.4M	1.1%Prev: 1.2%	13,817 SH	Decreased-413 SH
YUM BRANDS INC	COM	$621K	0.5%Prev: 0.5%	4,085 SH	Decreased-199 SH

Sold (vs prior filing)

ABBOTT LABORATORIES — $697K
BANK OF AMER CORP — $905K
BROADCOM INC — $1.3M
CHEVRON CORPORATION — $907K
CISCO SYS INC — $205K
COSTCO WHOLESALE CORPORATION — $2.9M
ISHARES TR — $9.2M
JPMORGAN CHASE & CO — $1.5M
LAM RESEARCH CORP — $397K
NETFLIX INC. — $850K
PROCTER & GAMBLE CO — $1.7M
SELECT SECTOR SPDR TR — $3.4M
STATE STR SPDR DOW JONES IND — $385K
TAIWAN SEMICONDUCTOR MANUFAC — $4.8M

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 20, 2026	Q3 2026	13F-HR	0002057465-26-000005	—	View
Jan 21, 2026	Q4 2025	13F-HR	0002057465-26-000001	$125.0M	View
Oct 17, 2025	Q3 2025