Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Lakeshore Capital Group, Inc. (CIK 2057465) reported $135.1M across 74 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($16.2M, 12.01%), QQQ ($13.0M, 9.62%), STLG ($9.2M, 6.83%), TSM ($4.8M, 3.53%), GOOGL ($3.8M, 2.79%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $16.2M | 12.01% | 21,671 | Added |
| 2 | QQQ | INVESCO QQQ TR | $13.0M | 9.62% | 17,654 | Added |
| 3 | STLG | ISHARES TR | $9.2M | 6.83% | 111,760 | Added |
| 4 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $4.8M | 3.53% | 9,990 | Trimmed |
| 5 | GOOGL | ALPHABET INC | $3.8M | 2.79% | 10,545 | Trimmed |
| 6 | FCOR | FIDELITY MERRIMACK STR TR | $3.6M | 2.66% | 76,351 | Trimmed |
| 7 | AAPL | APPLE INC | $3.5M | 2.62% | 12,239 | Trimmed |
| 8 | IYW | ISHARES TR | $3.4M | 2.54% | 13,621 | Trimmed |
| 9 | XLU | SELECT SECTOR SPDR TR | $3.4M | 2.51% | 74,721 | Added |
| 10 | AMZN | AMAZON COM INC | $3.3M | 2.46% | 13,945 | Trimmed |
| 11 | BAB | INVESCO EXCH TRADED FD TR II | $3.3M | 2.41% | 121,389 | Added |
| 12 | COST | COSTCO WHOLESALE CORPORATION | $2.9M | 2.17% | 3,132 | Trimmed |
| 13 | FLQL | FRANKLIN TEMPLETON ETF TR | $2.4M | 1.81% | 31,176 | Trimmed |
| 14 | JNJ | JOHNSON & JOHNSON | $2.4M | 1.77% | 9,394 | Trimmed |
| 15 | KO | COCA COLA CO | $2.4M | 1.75% | 29,090 | Added |
| 16 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.3M | 1.72% | 4,646 | Added |
| 17 | MSFT | MICROSOFT CORP | $2.2M | 1.66% | 6,015 | Added |
| 18 | NVDA | NVIDIA CORPORATION | $2.1M | 1.56% | 10,515 | Added |
| 19 | GS | GOLDMAN SACHS GROUP INC | $2.1M | 1.52% | 2,028 | Trimmed |
| 20 | AXP | AMERICAN EXPRESS CO | $2.0M | 1.50% | 5,972 | Trimmed |
| 21 | EEM | ISHARES TR | $1.9M | 1.38% | 27,192 | Trimmed |
| 22 | PG | PROCTER & GAMBLE CO | $1.7M | 1.28% | 11,786 | Added |
| 23 | WMT | WALMART INC | $1.6M | 1.19% | 14,230 | Trimmed |
| 24 | TSLA | TESLA INC | $1.6M | 1.17% | 3,773 | Trimmed |
| 25 | MBB | ISHARES TR | $1.5M | 1.14% | 16,344 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30