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 $122.5M across 76 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($14.0M, 11.41%), QQQ ($10.0M, 8.16%), STLG ($7.0M, 5.68%), FCOR ($4.0M, 3.30%), TSM ($3.5M, 2.82%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $14.0M | 11.41% | 21,397 | Added |
| 2 | QQQ | INVESCO QQQ TR | $10.0M | 8.16% | 17,326 | Added |
| 3 | STLG | ISHARES TR | $7.0M | 5.68% | 108,795 | Added |
| 4 | FCOR | FIDELITY MERRIMACK STR TR | $4.0M | 3.30% | 85,786 | Trimmed |
| 5 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3.5M | 2.82% | 10,214 | Added |
| 6 | XLU | SELECT SECTOR SPDR TR | $3.3M | 2.72% | 72,482 | Added |
| 7 | BAB | INVESCO EXCH TRADED FD TR II | $3.2M | 2.58% | 117,149 | Added |
| 8 | COST | COSTCO WHOLESALE CORPORATION | $3.2M | 2.58% | 3,174 | Added |
| 9 | AAPL | APPLE INC | $3.1M | 2.54% | 12,265 | Added |
| 10 | GOOGL | ALPHABET INC | $3.1M | 2.51% | 10,702 | Added |
| 11 | AMZN | AMAZON COM INC | $2.9M | 2.39% | 14,047 | Added |
| 12 | IYW | ISHARES TR | $2.5M | 2.03% | 13,692 | Trimmed |
| 13 | JNJ | JOHNSON & JOHNSON | $2.3M | 1.88% | 9,428 | Added |
| 14 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.2M | 1.82% | 4,643 | Added |
| 15 | MSFT | MICROSOFT CORP | $2.2M | 1.81% | 5,994 | Added |
| 16 | KO | COCA COLA CO | $2.2M | 1.80% | 28,995 | Added |
| 17 | FLQL | FRANKLIN TEMPLETON ETF TR | $2.2M | 1.76% | 31,793 | Added |
| 18 | BABA | ALIBABA GROUP HLDG LTD | $1.9M | 1.56% | 15,236 | Added |
| 19 | AXP | AMERICAN EXPRESS CO | $1.8M | 1.48% | 5,975 | Added |
| 20 | WMT | WALMART INC | $1.8M | 1.45% | 14,291 | Added |
| 21 | GS | GOLDMAN SACHS GROUP INC | $1.8M | 1.43% | 2,076 | Added |
| 22 | PG | PROCTER & GAMBLE CO | $1.7M | 1.38% | 11,681 | Added |
| 23 | MBB | ISHARES TR | $1.7M | 1.38% | 17,860 | Trimmed |
| 24 | EEM | ISHARES TR | $1.5M | 1.26% | 27,216 | Trimmed |
| 25 | TSLA | TESLA INC | $1.4M | 1.15% | 3,779 | Added |
Source: SEC Form 13F filings · as of 2026-03-31