Lakeshore Capital Group, Inc.

Est. AUM

$113.5M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$14.0M	21397	12.31%	SOLE
2	INVESCO QQQ TR	UNIT SER 1	$10.0M	17326	8.81%	SOLE
3	ISHARES TR	MSCI USA QUALITY	$7.0M	108795	6.13%	SOLE
4	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$3.5M	10214	3.04%	SOLE
5	SELECT SECTOR SPDR TR	STATE STREET UTI	$3.3M	72482	2.93%	SOLE
6	FIDELITY MERRIMACK STR TR	CORP BOND ETF	$3.2M	68013	2.82%	SOLE
7	COSTCO WHOLESALE CORPORATION	COM	$3.2M	3174	2.79%	SOLE
8	APPLE INC	COM	$3.1M	12265	2.74%	SOLE
9	ALPHABET INC	CAP STK CL A	$3.1M	10702	2.71%	SOLE
10	AMAZON COM INC	COM	$2.9M	14047	2.58%	SOLE
11	ISHARES TR	U.S. TECH ETF	$2.5M	13691	2.19%	SOLE
12	INVESCO EXCH TRADED FD TR II	TAXABLE MUN BD	$2.4M	87888	2.09%	SOLE
13	JOHNSON & JOHNSON	COM	$2.3M	9428	2.03%	SOLE
14	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.2M	4643	1.96%	SOLE
15	MICROSOFT CORP	COM	$2.2M	5994	1.95%	SOLE
16	COCA COLA CO	COM	$2.2M	28995	1.94%	SOLE
17	ALIBABA GROUP HLDG LTD	SPONSORED ADS	$1.9M	15236	1.68%	SOLE
18	AMERICAN EXPRESS CO	COM	$1.8M	5975	1.59%	SOLE
19	WALMART INC	COM	$1.8M	14291	1.56%	SOLE
20	GOLDMAN SACHS GROUP INC	COM	$1.8M	2076	1.55%	SOLE
21	PROCTER & GAMBLE CO	COM	$1.7M	11681	1.49%	SOLE
22	TESLA INC	COM	$1.4M	3779	1.24%	SOLE
23	JPMORGAN CHASE & CO	COM	$1.3M	4545	1.18%	SOLE
24	META PLATFORMS INC	CL A	$1.3M	2285	1.15%	SOLE
25	ISHARES TR	CORE MSCI EURO	$1.3M	17796	1.10%	SOLE
26	VERIZON COMMUNICATIONS INC	COM	$1.2M	24592	1.09%	SOLE
27	ISHARES TR	US TELECOM ETF	$1.2M	30603	1.06%	SOLE
28	NETFLIX INC.	COM	$1.1M	11959	1.01%	SOLE
29	CHEVRON CORPORATION	COM	$1.1M	5461	1.00%	SOLE
30	NVIDIA CORPORATION	COM	$1.1M	6443	0.99%	SOLE
31	ISHARES TR	US HLTHCARE ETF	$1.1M	18190	0.99%	SOLE
32	VISA INC	COM CL A	$1.1M	3685	0.98%	SOLE
33	ISHARES TR	US CONSUM DISCRE	$1.1M	11248	0.96%	SOLE
34	STARBUCKS CORP	COM	$1.1M	11800	0.93%	SOLE
35	MERCK & CO INC	COM	$1.0M	8660	0.92%	SOLE
36	AT&T INC	COM	$986K	34010	0.87%	SOLE
37	ELI LILLY & CO	COM	$974K	1059	0.86%	SOLE
38	ISHARES TR	RUSSELL 2000 ETF	$882K	3556	0.78%	SOLE
39	ISHARES TR	MSCI ACWI EX US	$838K	12244	0.74%	SOLE
40	STRYKER CORPORATION	COM	$827K	2517	0.73%	SOLE
41	BANK AMERICA CORP	COM	$779K	15971	0.69%	SOLE
42	ABBOTT LABORATORIES	COM	$774K	7542	0.68%	SOLE
43	HONEYWELL INTL INC	COM	$752K	3329	0.66%	SOLE
44	DIGITAL RLTY TR INC	COM	$728K	4042	0.64%	SOLE
45	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$723K	15840	0.64%	SOLE
46	THERMO FISHER SCIENTIFIC INC	COM	$686K	1396	0.60%	SOLE
47	YUM BRANDS INC	COM	$665K	4277	0.59%	SOLE
48	UNITEDHEALTH GROUP INC	COM	$658K	2430	0.58%	SOLE
49	HOME DEPOT INC	COM	$639K	1943	0.56%	SOLE
50	ISHARES TR	GLB INFRASTR ETF	$636K	9495	0.56%	SOLE

1–50 of 76

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.