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Lakeshore Capital Group, Inc. Top Holdings and 13F Report (2025)

About Lakeshore Capital Group, Inc.

Investment Activity

  • Lakeshore Capital Group, Inc. has $66.15 million in total holdings as of December 31, 2024.
  • Lakeshore Capital Group, Inc. owns shares of 59 different stocks, but just 32 companies or ETFs make up 80% of its holdings.

Largest Holdings

Invesco QQQ
$6,075,601
Amazon.com
$2,836,308
Costco Wholesale
$2,771,593

Sector Allocation

Map of 500 Largest Holdings ofLakeshore Capital Group, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueShares Held% of PortfolioSector
Invesco QQQ stock logo
QQQ
Invesco QQQ
$6,075,60111,8849.2%Finance
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$4,442,79020,1076.7%Finance
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$3,308,2637,7755.0%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,836,30812,9284.3%Retail/Wholesale
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$2,771,5933,0254.2%Retail/Wholesale
Apple Inc. stock logo
AAPL
Apple
$2,361,0199,4283.6%Computer and Technology
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$2,225,40311,2683.4%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,778,0633,9232.7%Finance
American Express stock logo
AXP
American Express
$1,734,3105,8442.6%Finance
Microsoft Co. stock logo
MSFT
Microsoft
$1,628,8443,8642.5%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,525,8092,6062.3%Computer and Technology
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$1,462,7688,7252.2%Consumer Staples
The Coca-Cola Company stock logo
KO
Coca-Cola
$1,460,65523,4612.2%Consumer Staples
Netflix, Inc. stock logo
NFLX
Netflix
$1,426,5941,6012.2%Consumer Discretionary
Tesla, Inc. stock logo
TSLA
Tesla
$1,411,0173,4942.1%Auto/Tires/Trucks
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$1,354,2602,3652.0%Finance
Walmart Inc. stock logo
WMT
Walmart
$1,323,06414,6442.0%Retail/Wholesale
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,232,8336,5131.9%Computer and Technology
Alibaba Group Holding Limited stock logo
BABA
Alibaba Group
$1,194,26714,0851.8%Retail/Wholesale
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,141,7924,7631.7%Finance
Visa Inc. stock logo
V
Visa
$1,047,7743,3151.6%Business Services
iShares Core MSCI Europe ETF stock logo
IEUR
iShares Core MSCI Europe ETF
$1,044,57019,3511.6%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$998,7876,9061.5%Medical
iShares U.S. Telecommunications ETF stock logo
IYZ
iShares U.S. Telecommunications ETF
$920,48934,3081.4%ETF
AT&T Inc. stock logo
T
AT&T
$905,70339,7761.4%Computer and Technology
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$901,98322,5551.4%Computer and Technology
Accenture plc stock logo
ACN
Accenture
$852,5252,4231.3%Computer and Technology
Stryker Co. stock logo
SYK
Stryker
$849,8462,3601.3%Medical
Blackstone Inc. stock logo
BX
Blackstone
$796,6794,6211.2%Finance
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$779,4211,0101.2%Medical
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$770,7246,8141.2%Medical
The Kraft Heinz Company stock logo
KHC
Kraft Heinz
$769,55125,0591.2%Consumer Staples
Chipotle Mexican Grill, Inc. stock logo
CMG
Chipotle Mexican Grill
$721,78511,9701.1%Retail/Wholesale
Bank of America Co. stock logo
BAC
Bank of America
$690,76915,7171.0%Finance
Digital Realty Trust, Inc. stock logo
DLR
Digital Realty Trust
$684,7783,8621.0%Finance
The Home Depot, Inc. stock logo
HD
Home Depot
$657,5041,6901.0%Retail/Wholesale
Honeywell International Inc. stock logo
HON
Honeywell International
$647,0672,8651.0%Multi-Sector Conglomerates
Mastercard Incorporated stock logo
MA
Mastercard
$646,6801,2281.0%Business Services
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$639,9111,2651.0%Medical
iShares MSCI ACWI ex U.S. ETF stock logo
ACWX
iShares MSCI ACWI ex U.S. ETF
$621,57211,9170.9%Manufacturing
Chevron Co. stock logo
CVX
Chevron
$615,4604,2490.9%Oils/Energy
The Walt Disney Company stock logo
DIS
Walt Disney
$608,6725,4660.9%Consumer Discretionary
Starbucks Co. stock logo
SBUX
Starbucks
$561,3316,1520.8%Retail/Wholesale
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$534,0545,3680.8%Medical
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$492,8204,6250.7%ETF
Yum! Brands, Inc. stock logo
YUM
Yum! Brands
$474,9713,5400.7%Retail/Wholesale
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$465,6988950.7%Medical
JD.com, Inc. stock logo
JD
JD.com
$457,63713,2000.7%Retail/Wholesale
McDonald's Co. stock logo
MCD
McDonald's
$426,8981,4730.6%Retail/Wholesale
Diageo plc stock logo
DEO
Diageo
$402,0283,1620.6%Consumer Staples
Comcast Co. stock logo
CMCSA
Comcast
$367,5459,7930.6%Consumer Discretionary
Adobe Inc. stock logo
ADBE
Adobe
$355,6678000.5%Computer and Technology
Pfizer Inc. stock logo
PFE
Pfizer
$323,58812,1970.5%Medical
Fidelity High Dividend ETF stock logo
FDVV
Fidelity High Dividend ETF
$277,5685,5580.4%ETF
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$247,1897670.4%ETF
Intel Co. stock logo
INTC
Intel
$230,13511,4780.3%Computer and Technology
iShares Core U.S. REIT ETF stock logo
USRT
iShares Core U.S. REIT ETF
$224,6743,9200.3%ETF
NIKE, Inc. stock logo
NKE
NIKE
$224,3932,9650.3%Consumer Discretionary
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$211,6821,8370.3%ETF

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data