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: $135.1M1 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$697K	0.5%	7,682 SH	New
ACCENTURE PLC IRELAND	SHS CLASS A	$386K	0.3%Prev: 0.8%	3,104 SH	Decreased+218 SH
ADOBE INC	COM	$251K	0.2%Prev: 0.4%	1,226 SH	Decreased+108 SH
ALIBABA GROUP HLDG LTD	SPONSORED ADS	$1.5M	1.1%Prev: 1.4%	15,208 SH	Decreased+1,156 SH
ALPHABET INC	CAP STK CL A	$3.8M	2.8%Prev: 1.6%	10,545 SH	Increased+294 SH
AMAZON COM INC	COM	$3.3M	2.5%Prev: 2.6%	13,945 SH	Increased+672 SH
AMERICAN EXPRESS CO	COM	$2.0M	1.5%Prev: 1.6%	5,972 SH	Increased+394 SH
APPLE INC	COM	$3.5M	2.6%Prev: 2.1%	12,239 SH	Increased+835 SH
AT&T INC	COM	$700K	0.5%Prev: 0.8%	33,812 SH	Decreased+2,327 SH
BANK OF AMER CORP	COM	$905K	0.7%	15,883 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.3M	1.7%Prev: 1.9%	4,646 SH	Increased+308 SH
BLACKSTONE INC	COM	$586K	0.4%Prev: 0.6%	4,984 SH	Decreased+350 SH
BROADCOM INC	COM	$1.3M	0.9%	3,379 SH	New
CHEVRON CORPORATION	COM	$907K	0.7%	5,472 SH	New
CHIPOTLE MEXICAN GRILL INC	COM	$538K	0.4%Prev: 0.7%	15,831 SH	Decreased+1,471 SH
CISCO SYS INC	COM	$205K	0.2%	1,747 SH	New
COCA COLA CO	COM	$2.4M	1.8%Prev: 1.7%	29,090 SH	Increased+2,699 SH
COSTCO WHOLESALE CORPORATION	COM	$2.9M	2.2%	3,132 SH	New
DIGITAL RLTY TR INC	COM	$723K	0.5%Prev: 0.6%	4,025 SH	Increased+282 SH
DISNEY WALT CO	COM	$567K	0.4%Prev: 0.6%	5,892 SH	Decreased+323 SH
ELI LILLY & CO	COM	$1.3M	0.9%Prev: 0.7%	1,046 SH	Increased+16 SH
FIDELITY MERRIMACK STR TR	CORP BOND ETF	$3.6M	2.7%Prev: 3.9%	76,351 SH	Decreased-16,879 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$1.4M	1.1%Prev: 1.8%	31,209 SH	Decreased-13,744 SH
FRANKLIN TEMPLETON ETF TR	US LRG CP MLTFCT	$2.4M	1.8%Prev: 2.0%	31,176 SH	Increased-3,873 SH
GOLDMAN SACHS GROUP INC	COM	$2.1M	1.5%Prev: 1.3%	2,028 SH	Increased-11 SH
HOME DEPOT INC	COM	$692K	0.5%Prev: 0.6%	1,962 SH	Increased+99 SH
INVESCO EXCH TRADED FD TR II	TAXABLE MUN BD	$3.3M	2.4%Prev: 2.9%	121,389 SH	Decreased-2,116 SH
INVESCO QQQ TR	UNIT SER 1	$13.0M	9.6%Prev: 8.2%	17,654 SH	Increased+839 SH
ISHARES TR	CORE HIGH DV ETF	$1.1M	0.8%Prev: 2.7%	41,247 SH	Decreased+15,435 SH
ISHARES TR	CORE MSCI EURO	$1.4M	1.0%Prev: 1.1%	18,016 SH	Increased+57 SH
ISHARES TR	CORE MSCI INTL	$255K	0.2%Prev: 0.2%	2,860 SH	Increased+11 SH
ISHARES TR	CORE S&P SCP ETF	$280K	0.2%Prev: 0.2%	1,890 SH	Increased+53 SH
ISHARES TR	CORE S&P500 ETF	$16.2M	12.0%Prev: 12.2%	21,671 SH	Increased-423 SH
ISHARES TR	GLB INFRASTR ETF	$637K	0.5%Prev: 0.5%	9,563 SH	Increased+21 SH
ISHARES TR	MBS ETF	$1.5M	1.1%Prev: 1.2%	16,344 SH	Increased+1,367 SH
ISHARES TR	MSCI ACWI EX US	$935K	0.7%Prev: 0.6%	12,282 SH	Increased+353 SH
ISHARES TR	MSCI EMG MKT ETF	$1.9M	1.4%Prev: 1.2%	27,192 SH	Increased-284 SH
ISHARES TR	MSCI US GARP ETF	$9.2M	6.8%	111,760 SH	New
ISHARES TR	NATIONAL MUN ETF	$365K	0.3%Prev: 0.4%	3,395 SH	Decreased-1,323 SH
ISHARES TR	RUSSELL 2000 ETF	$1.1M	0.8%Prev: 0.7%	3,504 SH	Increased-140 SH
ISHARES TR	U.S. BAS MTL ETF	$400K	0.3%Prev: 0.3%	2,229 SH	Increased-34 SH
ISHARES TR	U.S. ENERGY ETF	$388K	0.3%Prev: 0.3%	6,850 SH	Increased-109 SH
ISHARES TR	U.S. FIN SVC ETF	$623K	0.5%Prev: 0.5%	6,891 SH	Increased-106 SH
ISHARES TR	U.S. REAL ES ETF	$348K	0.3%Prev: 0.3%	3,401 SH	Increased-4 SH
ISHARES TR	U.S. TECH ETF	$3.4M	2.5%Prev: 2.2%	13,621 SH	Increased-412 SH
ISHARES TR	US CONSM STAPLES	$807K	0.6%Prev: 0.7%	11,112 SH	Increased-35 SH
ISHARES TR	US CONSUM DISCRE	$1.1M	0.8%Prev: 1.0%	11,217 SH	Decreased-249 SH
ISHARES TR	US HLTHCARE ETF	$1.2M	0.9%Prev: 0.9%	18,139 SH	Increased-311 SH
ISHARES TR	US INDUSTRIALS	$636K	0.5%Prev: 0.5%	3,819 SH	Increased-95 SH
ISHARES TR	US TELECOM ETF	$1.3M	1.0%Prev: 0.8%	30,527 SH	Increased-332 SH
JD.COM INC	SPON ADS CL A	$443K	0.3%Prev: 0.5%	17,382 SH	Decreased+1,762 SH
JOHNSON & JOHNSON	COM	$2.4M	1.8%Prev: 1.2%	9,394 SH	Increased+651 SH
JPMORGAN CHASE & CO	COM	$1.5M	1.1%	4,548 SH	New
LAM RESEARCH CORP	COM NEW	$397K	0.3%	915 SH	New
MASTERCARD INCORPORATED	CL A	$611K	0.5%Prev: 0.6%	1,190 SH	Decreased+12 SH
MCDONALDS CORP	COM	$449K	0.3%Prev: 0.4%	1,661 SH	Increased+245 SH
MERCK & CO INC	COM	$1.1M	0.8%Prev: 0.6%	8,676 SH	Increased+536 SH
META PLATFORMS INC	CL A	$1.3M	1.0%Prev: 1.5%	2,279 SH	Decreased+40 SH
MICROSOFT CORP	COM	$2.2M	1.7%Prev: 1.8%	6,015 SH	Increased+1,876 SH
NETFLIX INC.	COM	$850K	0.6%	11,898 SH	New
NVIDIA CORPORATION	COM	$2.1M	1.6%Prev: 0.8%	10,515 SH	Increased+4,455 SH
OCCIDENTAL PETE CORP	COM	$219K	0.2%	4,513 SH	New
PROCTER & GAMBLE CO	COM	$1.7M	1.3%	11,786 SH	New
SELECT SECTOR SPDR TR	ST STR UTIL ETF	$3.4M	2.5%	74,721 SH	New
STARBUCKS CORP	COM	$1.2M	0.9%Prev: 0.6%	11,876 SH	Increased+4,329 SH
STATE STR SPDR DOW JONES IND	UT SER 1	$385K	0.3%	736 SH	New
STRYKER CORPORATION	COM	$798K	0.6%Prev: 0.8%	2,535 SH	Decreased+147 SH
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$4.8M	3.5%	9,990 SH	New
TESLA INC	COM	$1.6M	1.2%Prev: 1.0%	3,773 SH	Increased+117 SH
THERMO FISHER SCIENTIFIC INC	COM	$704K	0.5%Prev: 0.5%	1,404 SH	Increased+74 SH
UNITEDHEALTH GROUP INC	COM	$1.0M	0.8%Prev: 0.6%	2,454 SH	Increased+182 SH
VISA INC	COM CL A	$1.3M	0.9%Prev: 1.1%	3,708 SH	Increased+322 SH
WALMART INC	COM	$1.6M	1.2%Prev: 1.2%	14,230 SH	Increased+750 SH
YUM BRANDS INC	COM	$685K	0.5%Prev: 0.5%	4,284 SH	Increased+272 SH

Sold (vs prior filing)

ABBOTT LABS — $945K
BANK AMERICA CORP — $715K
CHEVRON CORP NEW — $736K
COMCAST CORP NEW — $474K
COSTCO WHSL CORP NEW — $3.0M
FIDELITY COVINGTON TRUST — $290K
FORD MTR CO — $109K
HONEYWELL INTL INC — $714K
INTEL CORP — $462K
ISHARES TR — $359K
JPMORGAN CHASE & CO. — $1.3M
KRAFT HEINZ CO — $957K
NETFLIX INC — $1.5M
NIKE INC — $371K
PROCTER AND GAMBLE CO — $1.7M
SELECT SECTOR SPDR TR — $317K
SPDR DOW JONES INDL AVERAGE — $4.5M
TAIWAN SEMICONDUCTOR MFG LTD — $2.2M
VERIZON COMMUNICATIONS INC — $989K

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