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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 1 of 4  ·  74 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 21,671.0 $16.2M 12.01% NEW $748.89 +3.2%
2 QQQ INVESCO QQQ TR Financial Services 17,654.0 $13.0M 9.62% NEW $736.39 -2.7%
3 GARP ISHARES TR 111,760.0 $9.2M 6.83% NEW $82.55 +1.5%
4 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 9,990.0 $4.8M 3.53% NEW $477.56 -12.6%
5 GOOGL ALPHABET INC Communication Services 10,545.0 $3.8M 2.79% NEW $357.36 -3.0%
6 FCOR FIDELITY MERRIMACK STR TR 76,351.0 $3.6M 2.67% NEW $47.15 -2.1%
7 AAPL APPLE INC Technology 12,239.0 $3.5M 2.62% NEW $289.35 +10.5%
8 IYW ISHARES TR 13,621.0 $3.4M 2.54% NEW $252.24 -0.4%
9 XLU SELECT SECTOR SPDR TR 74,721.0 $3.4M 2.51% NEW $45.34 -5.8%
10 AMZN AMAZON COM INC Consumer Cyclical 13,945.0 $3.3M 2.46% NEW $238.33 +11.8%
11 BAB INVESCO EXCH TRADED FD TR II 121,389.0 $3.3M 2.41% NEW $26.84 -1.9%
12 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 3,132.0 $2.9M 2.17% NEW $935.48 +1.1%
13 FLQL FRANKLIN TEMPLETON ETF TR 31,176.0 $2.4M 1.81% NEW $78.28 +0.3%
14 JNJ JOHNSON & JOHNSON Healthcare 9,394.0 $2.4M 1.77% NEW $253.97 +5.5%
15 KO COCA COLA CO Consumer Defensive 29,090.0 $2.4M 1.75% NEW $81.27 +10.3%
16 BERKSHIRE HATHAWAY INC DEL 4,646.0 $2.3M 1.72% NEW $500.40
17 MSFT MICROSOFT CORP Technology 6,015.0 $2.2M 1.66% NEW $373.00 +37.7%
18 NVDA NVIDIA CORPORATION Technology 10,515.0 $2.1M 1.56% NEW $200.09 +8.7%
19 GS GOLDMAN SACHS GROUP INC Financial Services 2,028.0 $2.1M 1.52% NEW $1011.16 +2.3%
20 AXP AMERICAN EXPRESS CO Financial Services 5,972.0 $2.0M 1.50% NEW $338.23 -1.5%
Page 1 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%