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The Analysis of Lakeshore Capital Group, Inc.'s Holdings & P&L

Currently, Lakeshore Capital Group, Inc. holds 76 types of securities in its portfolio with a total value $122.5M. In the most recent quarter, they have increased their positions in MSFT (+1.7K shares, valued at $636.3K), FBND (+11.5K shares, valued at $523.7K), SBUX (+4.0K shares, valued at $359.2K); decreased their positions in FCOR (-7.8K shares, valued at $367.6K), KHC (-14.0K shares, valued at $313.9K), IYW (-188 shares, valued at $34.1K); initiated new positions in OXY (+4.5K shares, valued at $291.7K).

1M P&L

-1.2M-1.03%

3M P&L

-758.4K-0.66%

HY P&L

+4.4M+4.03%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A52.8M

50.3%

2Internet Retail5.3M

5.1%

3Discount Stores4.9M

4.7%

Top Industries by Stock Count

1N/A28 stocks

40.0%

2Restaurants4 stocks

5.7%

3Internet Retail3 stocks

4.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR21.4K shares0.47%2026-03-312026-04-22

INVESCO QQQ TR INVESCO QQQ TR17.3K shares0.62%2026-03-312026-04-22

GARP ISHARES TR108.8K shares3.30%2026-03-312026-04-22

FCOR FIDELITY MERRIMACK STR TR85.8K shares-8.33%2026-03-312026-04-22

TSM TAIWAN SEMICONDUCTOR MANUFAC10.2K shares0.18%2026-03-312026-04-22

XLU SELECT SECTOR SPDR TR72.5K shares1.05%2026-03-312026-04-22

COST COSTCO WHOLESALE CORPORATION3.2K shares0.86%2026-03-312026-04-22

BAB INVESCO EXCH TRADED FD TR II117.1K shares1.47%2026-03-312026-04-22

Sponsored

AAPL APPLE INC12.3K shares1.25%2026-03-312026-04-22

ALPHABET INC ALPHABET INC10.7K shares0.38%2026-03-312026-04-22

AMZN AMAZON COM INC14.0K shares1.20%2026-03-312026-04-22

IYW ISHARES TR13.7K shares-1.35%2026-03-312026-04-22

JNJ JOHNSON & JOHNSON9.4K shares1.83%2026-03-312026-04-22

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL4.6K shares0.85%2026-03-312026-04-22

MSFT MICROSOFT CORP6.0K shares40.21%2026-03-312026-04-22

KO COCA COLA CO29.0K shares1.72%2026-03-312026-04-22

Sponsored

FLQL FRANKLIN TEMPLETON ETF TR31.8K shares0.16%2026-03-312026-04-22

BABA ALIBABA GROUP HLDG LTD15.2K shares1.32%2026-03-312026-04-22

AXP AMERICAN EXPRESS CO6.0K shares1.43%2026-03-312026-04-22

WMT WALMART INC14.3K shares1.13%2026-03-312026-04-22

GS GOLDMAN SACHS GROUP INC2.1K shares0.29%2026-03-312026-04-22

MBB ISHARES TR17.9K shares-1.54%2026-03-312026-04-22

PG PROCTER & GAMBLE CO11.7K shares2.40%2026-03-312026-04-22

EEM ISHARES TR27.2K shares-1.08%2026-03-312026-04-22

Sponsored

TSLA TESLA INC3.8K shares0.88%2026-03-312026-04-22

JPM JPMORGAN CHASE & CO4.5K shares1.11%2026-03-312026-04-22

META META PLATFORMS INC2.3K shares0.62%2026-03-312026-04-22

IEUR ISHARES TR17.8K shares-1.20%2026-03-312026-04-22

VZ VERIZON COMMUNICATIONS INC24.6K shares2.36%2026-03-312026-04-22

IYZ ISHARES TR30.6K shares-0.97%2026-03-312026-04-22

NFLX NETFLIX INC.12.0K shares1.80%2026-03-312026-04-22

HDV ISHARES TR8.4K shares0.73%2026-03-312026-04-22

Sponsored

CVX CHEVRON CORPORATION5.5K shares1.69%2026-03-312026-04-22

NVDA NVIDIA CORPORATION6.4K shares0.97%2026-03-312026-04-22

IYH ISHARES TR18.2K shares-0.96%2026-03-312026-04-22

V VISA INC3.7K shares1.74%2026-03-312026-04-22

IYC ISHARES TR11.2K shares-1.22%2026-03-312026-04-22

SBUX STARBUCKS CORP11.8K shares51.46%2026-03-312026-04-22

MERCK & CO INC MERCK & CO INC8.7K shares2.06%2026-03-312026-04-22

FBND FIDELITY MERRIMACK STR TR22.5K shares104.07%2026-03-312026-04-22

Sponsored

T AT&T INC34.0K shares2.83%2026-03-312026-04-22

LLY ELI LILLY & CO1.1K shares0.67%2026-03-312026-04-22

IWM ISHARES TR3.6K shares-0.36%2026-03-312026-04-22

ACWX ISHARES TR12.2K shares0.05%2026-03-312026-04-22

SYK STRYKER CORPORATION2.5K shares1.53%2026-03-312026-04-22

BAC BANK AMERICA CORP16.0K shares1.62%2026-03-312026-04-22

IYK ISHARES TR11.1K shares-0.94%2026-03-312026-04-22

ABT ABBOTT LABORATORIES7.5K shares2.38%2026-03-312026-04-22

Sponsored

HON HONEYWELL INTL INC3.3K shares2.43%2026-03-312026-04-22

DLR DIGITAL RLTY TR INC4.0K shares3.24%2026-03-312026-04-22

TMO THERMO FISHER SCIENTIFIC INC1.4K shares1.01%2026-03-312026-04-22

YUM YUM BRANDS INC4.3K shares1.69%2026-03-312026-04-22

UNH UNITEDHEALTH GROUP INC2.4K shares2.27%2026-03-312026-04-22

HD HOME DEPOT INC1.9K shares1.78%2026-03-312026-04-22

IGF ISHARES TR9.5K shares-1.23%2026-03-312026-04-22

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND3.0K shares2.81%2026-03-312026-04-22

Sponsored

MA MASTERCARD INCORPORATED1.2K shares1.45%2026-03-312026-04-22

IYG ISHARES TR6.9K shares-1.02%2026-03-312026-04-22

DIS DISNEY WALT CO5.9K shares1.46%2026-03-312026-04-22

BLACKSTONE INC BLACKSTONE INC4.9K shares2.49%2026-03-312026-04-22

IYJ ISHARES TR3.8K shares-1.29%2026-03-312026-04-22

KHC KRAFT HEINZ CO24.7K shares-36.13%2026-03-312026-04-22

MCD MCDONALDS CORP1.6K shares1.60%2026-03-312026-04-22

CMG CHIPOTLE MEXICAN GRILL INC15.6K shares2.58%2026-03-312026-04-22

Sponsored

JD JD.COM INC16.8K shares2.42%2026-03-312026-04-22

IYE ISHARES TR6.9K shares-0.79%2026-03-312026-04-22

CMCSA COMCAST CORP NEW14.6K shares3.47%2026-03-312026-04-22

IYM ISHARES TR2.2K shares-0.89%2026-03-312026-04-22

MUB ISHARES TR3.4K shares0.00%2026-03-312026-04-22

DIA STATE STR SPDR DOW JONES IND762 shares0.13%2026-03-312026-04-22

IYR ISHARES TR3.4K shares-0.87%2026-03-312026-04-22

NKE NIKE INC6.0K shares2.88%2026-03-312026-04-22

Sponsored

OXY OCCIDENTAL PETE CORP4.5K sharesnew addition2026-03-312026-04-22

ADBE ADOBE INC1.2K shares2.58%2026-03-312026-04-22

IDEV ISHARES TR2.9K shares0.00%2026-03-312026-04-22

IJR ISHARES TR1.9K shares0.00%2026-03-312026-04-22

IVV

ISHARES TR

0.47%

Shares21.4K

Event2026-03-31

Filed2026-04-22

INVESCO QQQ TR

0.62%

Shares17.3K

Event2026-03-31

Filed2026-04-22

GARP

ISHARES TR

3.30%

Shares108.8K

Event2026-03-31

Filed2026-04-22

FCOR

FIDELITY MERRIMACK STR TR

-8.33%

Shares85.8K

Event2026-03-31

Filed2026-04-22

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.18%

Shares10.2K

Event2026-03-31

Filed2026-04-22

XLU

SELECT SECTOR SPDR TR

1.05%

Shares72.5K

Event2026-03-31

Filed2026-04-22

COST

COSTCO WHOLESALE CORPORATION

0.86%

Shares3.2K

Event2026-03-31

Filed2026-04-22

BAB

INVESCO EXCH TRADED FD TR II

1.47%

Shares117.1K

Event2026-03-31

Filed2026-04-22

AAPL

APPLE INC

1.25%

Shares12.3K

Event2026-03-31

Filed2026-04-22

ALPHABET INC

0.38%

Shares10.7K

Event2026-03-31

Filed2026-04-22

AMZN

AMAZON COM INC

1.20%

Shares14.0K

Event2026-03-31

Filed2026-04-22

IYW

ISHARES TR

-1.35%

Shares13.7K

Event2026-03-31

Filed2026-04-22

JNJ

JOHNSON & JOHNSON

1.83%

Shares9.4K

Event2026-03-31

Filed2026-04-22

BERKSHIRE HATHAWAY INC DEL

0.85%

Shares4.6K

Event2026-03-31

Filed2026-04-22

MSFT

MICROSOFT CORP

40.21%

Shares6.0K

Event2026-03-31

Filed2026-04-22

COCA COLA CO

1.72%

Shares29.0K

Event2026-03-31

Filed2026-04-22

FLQL

FRANKLIN TEMPLETON ETF TR

0.16%

Shares31.8K

Event2026-03-31

Filed2026-04-22

BABA

ALIBABA GROUP HLDG LTD

1.32%

Shares15.2K

Event2026-03-31

Filed2026-04-22

AXP

AMERICAN EXPRESS CO

1.43%

Shares6.0K

Event2026-03-31

Filed2026-04-22

WMT

WALMART INC

1.13%

Shares14.3K

Event2026-03-31

Filed2026-04-22

GOLDMAN SACHS GROUP INC

0.29%

Shares2.1K

Event2026-03-31

Filed2026-04-22

MBB

ISHARES TR

-1.54%

Shares17.9K

Event2026-03-31

Filed2026-04-22

PROCTER & GAMBLE CO

2.40%

Shares11.7K

Event2026-03-31

Filed2026-04-22

EEM

ISHARES TR

-1.08%

Shares27.2K

Event2026-03-31

Filed2026-04-22

TSLA

TESLA INC

0.88%

Shares3.8K

Event2026-03-31

Filed2026-04-22

JPM

JPMORGAN CHASE & CO

1.11%

Shares4.5K

Event2026-03-31

Filed2026-04-22