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Portfolio (Quarterly) Guide ↗

Lakeshore Capital Group, Inc.

· CIK 0002057465
13F Portfolio $135M AUM 89 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 74 New
Page 4 of 4  ·  74 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MCD MCDONALDS CORP Consumer Cyclical 1,661.0 $449K 0.33% NEW $270.29 -2.0%
62 JD JD.COM INC Consumer Cyclical 17,382.0 $443K 0.33% NEW $25.48 +12.8%
63 IYM ISHARES TR 2,229.0 $400K 0.30% NEW $179.58 +7.7%
64 LRCX LAM RESEARCH CORP Technology 915.0 $397K 0.29% NEW $433.39 -30.3%
65 IYE ISHARES TR 6,850.0 $388K 0.29% NEW $56.59 +17.1%
66 ACN ACCENTURE PLC IRELAND Technology 3,104.0 $386K 0.29% NEW $124.45 +52.4%
67 DIA STATE STR SPDR DOW JONES IND Financial Services 736.0 $385K 0.28% NEW $522.68 +2.4%
68 MUB ISHARES TR 3,395.0 $365K 0.27% NEW $107.63 -2.2%
69 IYR ISHARES TR 3,401.0 $348K 0.26% NEW $102.25 +1.2%
70 IJR ISHARES TR 1,890.0 $280K 0.21% NEW $148.27 -1.8%
71 IDEV ISHARES TR 2,860.0 $255K 0.19% NEW $89.01 +4.4%
72 ADBE ADOBE INC Technology 1,226.0 $251K 0.19% NEW $204.99 +42.2%
73 OXY OCCIDENTAL PETE CORP Energy 4,513.0 $219K 0.16% NEW $48.57 +21.7%
74 CSCO CISCO SYS INC Technology 1,747.0 $205K 0.15% NEW $117.44 -6.4%
Page 4 of 4  ·  74 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 30.4%
Technology 20.6%
Consumer Cyclical 14.1%
Consumer Defensive 11.7%
Healthcare 10.8%
Communication Services 9.8%
Energy 1.5%
Real Estate 1.0%