Lakeshore Capital Group
Latest statistics and disclosures from Lakeshore Capital Group's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0002057465
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Portfolio Holdings for Lakeshore Capital Group
Lakeshore Capital Group holds 59 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 9.2 | $6.1M | 12k | 511.24 |
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| Ishares Tr Russell 2000 Etf (IWM) | 6.7 | $4.4M | 20k | 220.96 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 5.0 | $3.3M | 7.8k | 425.50 |
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| Amazon (AMZN) | 4.3 | $2.8M | 13k | 219.39 |
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| Costco Wholesale Corporation (COST) | 4.2 | $2.8M | 3.0k | 916.23 |
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| Apple (AAPL) | 3.6 | $2.4M | 9.4k | 250.43 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 3.4 | $2.2M | 11k | 197.50 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.7 | $1.8M | 3.9k | 453.24 |
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| American Express Company (AXP) | 2.6 | $1.7M | 5.8k | 296.77 |
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| Microsoft Corporation (MSFT) | 2.5 | $1.6M | 3.9k | 421.54 |
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| Meta Platforms Cl A (META) | 2.3 | $1.5M | 2.6k | 585.50 |
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| Procter & Gamble Company (PG) | 2.2 | $1.5M | 8.7k | 167.65 |
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| Coca-Cola Company (KO) | 2.2 | $1.5M | 24k | 62.26 |
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| Netflix (NFLX) | 2.2 | $1.4M | 1.6k | 891.06 |
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| Tesla Motors (TSLA) | 2.1 | $1.4M | 3.5k | 403.84 |
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| Goldman Sachs (GS) | 2.0 | $1.4M | 2.4k | 572.63 |
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| Wal-Mart Stores (WMT) | 2.0 | $1.3M | 15k | 90.35 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.9 | $1.2M | 6.5k | 189.29 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 1.8 | $1.2M | 14k | 84.79 |
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| JPMorgan Chase & Co. (JPM) | 1.7 | $1.1M | 4.8k | 239.72 |
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| Visa Com Cl A (V) | 1.6 | $1.0M | 3.3k | 316.07 |
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| Ishares Tr Core Msci Euro (IEUR) | 1.6 | $1.0M | 19k | 53.98 |
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| Johnson & Johnson (JNJ) | 1.5 | $999k | 6.9k | 144.63 |
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| Ishares Tr Us Telecom Etf (IYZ) | 1.4 | $921k | 34k | 26.83 |
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| At&t (T) | 1.4 | $906k | 40k | 22.77 |
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| Verizon Communications (VZ) | 1.4 | $902k | 23k | 39.99 |
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| Accenture Plc Ireland Shs Class A (ACN) | 1.3 | $853k | 2.4k | 351.85 |
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| Stryker Corporation (SYK) | 1.3 | $850k | 2.4k | 360.10 |
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| Blackstone Group Inc Com Cl A (BX) | 1.2 | $797k | 4.6k | 172.40 |
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| Eli Lilly & Co. (LLY) | 1.2 | $779k | 1.0k | 771.70 |
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| Abbott Laboratories (ABT) | 1.2 | $771k | 6.8k | 113.11 |
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| Kraft Heinz (KHC) | 1.2 | $770k | 25k | 30.71 |
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| Chipotle Mexican Grill (CMG) | 1.1 | $722k | 12k | 60.30 |
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| Bank of America Corporation (BAC) | 1.0 | $691k | 16k | 43.95 |
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| Digital Realty Trust (DLR) | 1.0 | $685k | 3.9k | 177.31 |
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| Home Depot (HD) | 1.0 | $658k | 1.7k | 389.06 |
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| Honeywell International (HON) | 1.0 | $647k | 2.9k | 225.85 |
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| Mastercard Incorporated Cl A (MA) | 1.0 | $647k | 1.2k | 526.61 |
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| UnitedHealth (UNH) | 1.0 | $640k | 1.3k | 505.86 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.9 | $622k | 12k | 52.16 |
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| Chevron Corporation (CVX) | 0.9 | $616k | 4.2k | 144.85 |
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| Walt Disney Company (DIS) | 0.9 | $609k | 5.5k | 111.36 |
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| Starbucks Corporation (SBUX) | 0.8 | $561k | 6.2k | 91.24 |
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| Merck & Co (MRK) | 0.8 | $534k | 5.4k | 99.49 |
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| Ishares Tr National Mun Etf (MUB) | 0.7 | $493k | 4.6k | 106.56 |
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| Yum! Brands (YUM) | 0.7 | $475k | 3.5k | 134.17 |
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| Thermo Fisher Scientific (TMO) | 0.7 | $466k | 895.00 | 520.33 |
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| Jd.com Spon Ads Cl A (JD) | 0.7 | $458k | 13k | 34.67 |
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| McDonald's Corporation (MCD) | 0.6 | $427k | 1.5k | 289.82 |
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| Diageo Spon Adr New (DEO) | 0.6 | $402k | 3.2k | 127.14 |
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| Comcast Corp Cl A (CMCSA) | 0.6 | $368k | 9.8k | 37.53 |
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| Adobe Systems Incorporated (ADBE) | 0.5 | $356k | 800.00 | 444.58 |
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| Pfizer (PFE) | 0.5 | $324k | 12k | 26.53 |
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| Fidelity Covington Trust High Divid Etf (FDVV) | 0.4 | $278k | 5.6k | 49.94 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.4 | $247k | 767.00 | 322.28 |
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| Intel Corporation (INTC) | 0.3 | $230k | 12k | 20.05 |
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| Ishares Tr Cre U S Reit Etf (USRT) | 0.3 | $225k | 3.9k | 57.31 |
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| Nike CL B (NKE) | 0.3 | $224k | 3.0k | 75.68 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $212k | 1.8k | 115.23 |
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Past Filings by Lakeshore Capital Group
SEC 13F filings are viewable for Lakeshore Capital Group going back to 2024
- Lakeshore Capital Group 2024 Q4 filed Feb. 26, 2025