Sponsored

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

Currently, Lakeshore Capital Group, Inc. holds 74 types of securities in its portfolio with a total value $135.1M. In the most recent quarter, they have increased their positions in N/A (+3.4K shares, valued at $1.3M), HDV (+32.9K shares, valued at $901.1K), NVDA (+4.1K shares, valued at $814.8K); decreased their positions in FCOR (-9.4K shares, valued at $444.9K), MBB (-1.5K shares, valued at $143.3K), TSM (-224 shares, valued at $107.0K); initiated new positions in N/A (+3.4K shares, valued at $1.3M), LRCX (+915 shares, valued at $396.6K), N/A (+1.7K shares, valued at $205.2K).

1M P&L

-339.5K-0.34%

3M P&L

+3.4M+3.50%

HY P&L

+7.5M+8.07%

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/A53.0M

51.8%

2Semiconductors6.9M

6.7%

3Drug Manufacturers - General4.8M

4.6%

Top Industries by Stock Count

1N/A27 stocks

45.0%

2Restaurants4 stocks

6.7%

3Drug Manufacturers - General3 stocks

5.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ISHARES TR ISHARES TR21.7K shares1.28%2026-06-302026-07-31

QQQ INVESCO QQQ TR17.7K shares1.89%2026-06-302026-07-31

GARP ISHARES TR111.8K shares2.73%2026-06-302026-07-31

TSM TAIWAN SEMICONDUCTOR MANUFAC10.0K shares-2.19%2026-06-302026-07-31

GOOGL ALPHABET INC10.5K shares-1.47%2026-06-302026-07-31

FCOR FIDELITY MERRIMACK STR TR76.4K shares-11.00%2026-06-302026-07-31

AAPL APPLE INC12.2K shares-0.21%2026-06-302026-07-31

IYW ISHARES TR13.6K shares-0.52%2026-06-302026-07-31

Sponsored

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR74.7K shares3.09%2026-06-302026-07-31

AMZN AMAZON COM INC13.9K shares-0.73%2026-06-302026-07-31

BAB INVESCO EXCH TRADED FD TR II121.4K shares3.62%2026-06-302026-07-31

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION3.1K shares-1.32%2026-06-302026-07-31

FLQL FRANKLIN TEMPLETON ETF TR31.2K shares-1.94%2026-06-302026-07-31

JNJ JOHNSON & JOHNSON9.4K shares-0.36%2026-06-302026-07-31

KO COCA COLA CO29.1K shares0.33%2026-06-302026-07-31

BRK.B BERKSHIRE HATHAWAY INC DEL4.6K shares0.06%2026-06-302026-07-31

Sponsored

MSFT MICROSOFT CORP6.0K shares0.35%2026-06-302026-07-31

NVDA NVIDIA CORPORATION10.5K shares63.20%2026-06-302026-07-31

GS GOLDMAN SACHS GROUP INC2.0K shares-2.31%2026-06-302026-07-31

AXP AMERICAN EXPRESS CO6.0K shares-0.05%2026-06-302026-07-31

EEM ISHARES TR27.2K shares-0.09%2026-06-302026-07-31

PG PROCTER & GAMBLE CO11.8K shares0.90%2026-06-302026-07-31

WMT WALMART INC14.2K shares-0.43%2026-06-302026-07-31

TSLA TESLA INC3.8K shares-0.16%2026-06-302026-07-31

Sponsored

MBB ISHARES TR16.3K shares-8.49%2026-06-302026-07-31

JPMORGAN CHASE & CO JPMORGAN CHASE & CO4.5K shares0.07%2026-06-302026-07-31

ALIBABA GROUP HLDG LTD ALIBABA GROUP HLDG LTD15.2K shares-0.18%2026-06-302026-07-31

FBND FIDELITY MERRIMACK STR TR31.2K shares38.65%2026-06-302026-07-31

IEUR ISHARES TR18.0K shares1.24%2026-06-302026-07-31

IYZ ISHARES TR30.5K shares-0.25%2026-06-302026-07-31

META PLATFORMS INC META PLATFORMS INC2.3K shares-0.26%2026-06-302026-07-31

BROADCOM INC BROADCOM INC3.4K sharesnew addition2026-06-302026-07-31

Sponsored

VISA INC VISA INC3.7K shares0.62%2026-06-302026-07-31

LLY ELI LILLY & CO1.0K shares-1.23%2026-06-302026-07-31

IYH ISHARES TR18.1K shares-0.29%2026-06-302026-07-31

SBUX STARBUCKS CORP11.9K shares0.64%2026-06-302026-07-31

IYC ISHARES TR11.2K shares-0.28%2026-06-302026-07-31

HDV ISHARES TR41.2K shares392.68%2026-06-302026-07-31

MRK MERCK & CO INC8.7K shares0.18%2026-06-302026-07-31

IWM ISHARES TR3.5K shares-1.46%2026-06-302026-07-31

Sponsored

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC2.5K shares0.99%2026-06-302026-07-31

ACWX ISHARES TR12.3K shares0.31%2026-06-302026-07-31

CVX CHEVRON CORPORATION5.5K shares0.20%2026-06-302026-07-31

BAC BANK OF AMER CORP15.9K shares-0.55%2026-06-302026-07-31

NETFLIX INC. NETFLIX INC.11.9K shares-0.51%2026-06-302026-07-31

IYK ISHARES TR11.1K shares-0.02%2026-06-302026-07-31

SYK STRYKER CORPORATION2.5K shares0.72%2026-06-302026-07-31

DLR DIGITAL RLTY TR INC4.0K shares-0.42%2026-06-302026-07-31

Sponsored

TMO THERMO FISHER SCIENTIFIC INC1.4K shares0.57%2026-06-302026-07-31

T AT&T INC33.8K shares-0.58%2026-06-302026-07-31

ABT ABBOTT LABORATORIES7.7K shares1.86%2026-06-302026-07-31

HD HOME DEPOT INC2.0K shares0.98%2026-06-302026-07-31

YUM YUM BRANDS INC4.3K shares0.16%2026-06-302026-07-31

IGF ISHARES TR9.6K shares0.72%2026-06-302026-07-31

IYJ ISHARES TR3.8K shares-0.47%2026-06-302026-07-31

IYG ISHARES TR6.9K shares-0.20%2026-06-302026-07-31

Sponsored

MASTERCARD INCORPORATED MASTERCARD INCORPORATED1.2K shares0.25%2026-06-302026-07-31

BX BLACKSTONE INC5.0K shares0.89%2026-06-302026-07-31

DIS DISNEY WALT CO5.9K shares-0.56%2026-06-302026-07-31

CMG CHIPOTLE MEXICAN GRILL INC15.8K shares1.34%2026-06-302026-07-31

MCD MCDONALDS CORP1.7K shares0.85%2026-06-302026-07-31

JD JD.COM INC17.4K shares3.48%2026-06-302026-07-31

IYM ISHARES TR2.2K shares-0.36%2026-06-302026-07-31

LRCX LAM RESEARCH CORP915 sharesnew addition2026-06-302026-07-31

Sponsored

IYE ISHARES TR6.8K shares-0.22%2026-06-302026-07-31

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND3.1K shares2.21%2026-06-302026-07-31

DIA STATE STR SPDR DOW JONES IND736 shares-3.41%2026-06-302026-07-31

MUB ISHARES TR3.4K shares0.12%2026-06-302026-07-31

IYR ISHARES TR3.4K shares0.03%2026-06-302026-07-31

IJR ISHARES TR1.9K shares0.00%2026-06-302026-07-31

IDEV ISHARES TR2.9K shares-1.45%2026-06-302026-07-31

ADOBE INC ADOBE INC1.2K shares2.59%2026-06-302026-07-31

Sponsored

OXY OCCIDENTAL PETE CORP4.5K shares0.58%2026-06-302026-07-31

CISCO SYS INC CISCO SYS INC1.7K sharesnew addition2026-06-302026-07-31

ISHARES TR

1.28%

Shares21.7K

Event2026-06-30

Filed2026-07-31

QQQ

INVESCO QQQ TR

1.89%

Shares17.7K

Event2026-06-30

Filed2026-07-31

GARP

ISHARES TR

2.73%

Shares111.8K

Event2026-06-30

Filed2026-07-31

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-2.19%

Shares10.0K

Event2026-06-30

Filed2026-07-31

GOOGL

ALPHABET INC

-1.47%

Shares10.5K

Event2026-06-30

Filed2026-07-31

FCOR

FIDELITY MERRIMACK STR TR

-11.00%

Shares76.4K

Event2026-06-30

Filed2026-07-31

AAPL

APPLE INC

-0.21%

Shares12.2K

Event2026-06-30

Filed2026-07-31

IYW

ISHARES TR

-0.52%

Shares13.6K

Event2026-06-30

Filed2026-07-31

SELECT SECTOR SPDR TR

3.09%

Shares74.7K

Event2026-06-30

Filed2026-07-31

AMZN

AMAZON COM INC

-0.73%

Shares13.9K

Event2026-06-30

Filed2026-07-31

BAB

INVESCO EXCH TRADED FD TR II

3.62%

Shares121.4K

Event2026-06-30

Filed2026-07-31

COSTCO WHOLESALE CORPORATION

-1.32%

Shares3.1K

Event2026-06-30

Filed2026-07-31

FLQL

FRANKLIN TEMPLETON ETF TR

-1.94%

Shares31.2K

Event2026-06-30

Filed2026-07-31

JNJ

JOHNSON & JOHNSON

-0.36%

Shares9.4K

Event2026-06-30

Filed2026-07-31

COCA COLA CO

0.33%

Shares29.1K

Event2026-06-30

Filed2026-07-31

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.06%

Shares4.6K

Event2026-06-30

Filed2026-07-31

MSFT

MICROSOFT CORP

0.35%

Shares6.0K

Event2026-06-30

Filed2026-07-31

NVDA

NVIDIA CORPORATION

63.20%

Shares10.5K

Event2026-06-30

Filed2026-07-31

GOLDMAN SACHS GROUP INC

-2.31%

Shares2.0K

Event2026-06-30

Filed2026-07-31

AXP

AMERICAN EXPRESS CO

-0.05%

Shares6.0K

Event2026-06-30

Filed2026-07-31

EEM

ISHARES TR

-0.09%

Shares27.2K

Event2026-06-30

Filed2026-07-31

PROCTER & GAMBLE CO

0.90%

Shares11.8K

Event2026-06-30

Filed2026-07-31

WMT

WALMART INC

-0.43%

Shares14.2K

Event2026-06-30

Filed2026-07-31

TSLA

TESLA INC

-0.16%

Shares3.8K

Event2026-06-30

Filed2026-07-31

MBB

ISHARES TR

-8.49%

Shares16.3K

Event2026-06-30

Filed2026-07-31

JPMORGAN CHASE & CO

0.07%

Shares4.5K

Event2026-06-30

Filed2026-07-31

ALIBABA GROUP HLDG LTD

-0.18%

Shares15.2K

Event2026-06-30

Filed2026-07-31

FBND

FIDELITY MERRIMACK STR TR

38.65%

Shares31.2K

Event2026-06-30

Filed2026-07-31

IEUR

ISHARES TR

1.24%

Shares18.0K

Event2026-06-30

Filed2026-07-31

IYZ

ISHARES TR

-0.25%

Shares30.5K

Event2026-06-30

Filed2026-07-31

META PLATFORMS INC

-0.26%

Shares2.3K

Event2026-06-30

Filed2026-07-31

BROADCOM INC

New

Shares3.4K

Event2026-06-30

Filed2026-07-31

VISA INC

0.62%

Shares3.7K

Event2026-06-30

Filed2026-07-31

LLY

ELI LILLY & CO

-1.23%

Shares1.0K

Event2026-06-30

Filed2026-07-31

IYH

ISHARES TR

-0.29%

Shares18.1K

Event2026-06-30

Filed2026-07-31

SBUX

STARBUCKS CORP

0.64%

Shares11.9K

Event2026-06-30

Filed2026-07-31

IYC

ISHARES TR

-0.28%

Shares11.2K

Event2026-06-30

Filed2026-07-31

HDV

ISHARES TR

392.68%

Shares41.2K

Event2026-06-30

Filed2026-07-31

MRK

MERCK & CO INC

0.18%

Shares8.7K

Event2026-06-30

Filed2026-07-31

IWM

ISHARES TR

-1.46%

Shares3.5K

Event2026-06-30

Filed2026-07-31

UNITEDHEALTH GROUP INC

0.99%

Shares2.5K

Event2026-06-30

Filed2026-07-31

ACWX

ISHARES TR

0.31%

Shares12.3K

Event2026-06-30

Filed2026-07-31

CVX

CHEVRON CORPORATION

0.20%

Shares5.5K

Event2026-06-30

Filed2026-07-31

BAC

BANK OF AMER CORP

-0.55%

Shares15.9K

Event2026-06-30

Filed2026-07-31

NETFLIX INC.

-0.51%

Shares11.9K

Event2026-06-30

Filed2026-07-31

IYK

ISHARES TR

-0.02%

Shares11.1K

Event2026-06-30

Filed2026-07-31

SYK

STRYKER CORPORATION

0.72%

Shares2.5K

Event2026-06-30

Filed2026-07-31

DLR

DIGITAL RLTY TR INC

-0.42%

Shares4.0K

Event2026-06-30

Filed2026-07-31

TMO

THERMO FISHER SCIENTIFIC INC

0.57%

Shares1.4K

Event2026-06-30

Filed2026-07-31

AT&T INC

-0.58%

Shares33.8K

Event2026-06-30

Filed2026-07-31

ABT

ABBOTT LABORATORIES

1.86%

Shares7.7K

Event2026-06-30

Filed2026-07-31

HOME DEPOT INC

0.98%

Shares2.0K

Event2026-06-30

Filed2026-07-31

YUM

YUM BRANDS INC

0.16%

Shares4.3K

Event2026-06-30

Filed2026-07-31

IGF

ISHARES TR

0.72%

Shares9.6K

Event2026-06-30

Filed2026-07-31

IYJ

ISHARES TR

-0.47%

Shares3.8K

Event2026-06-30

Filed2026-07-31

IYG

ISHARES TR

-0.20%

Shares6.9K

Event2026-06-30

Filed2026-07-31

MASTERCARD INCORPORATED

0.25%

Shares1.2K

Event2026-06-30

Filed2026-07-31

BLACKSTONE INC

0.89%

Shares5.0K

Event2026-06-30

Filed2026-07-31

DIS

DISNEY WALT CO

-0.56%

Shares5.9K

Event2026-06-30

Filed2026-07-31

CMG

CHIPOTLE MEXICAN GRILL INC

1.34%

Shares15.8K

Event2026-06-30

Filed2026-07-31

MCD

MCDONALDS CORP

0.85%

Shares1.7K

Event2026-06-30

Filed2026-07-31

JD.COM INC

3.48%

Shares17.4K

Event2026-06-30

Filed2026-07-31

IYM

ISHARES TR

-0.36%

Shares2.2K

Event2026-06-30

Filed2026-07-31

LRCX

LAM RESEARCH CORP

New

Shares915

Event2026-06-30

Filed2026-07-31

IYE

ISHARES TR

-0.22%

Shares6.8K

Event2026-06-30

Filed2026-07-31

ACCENTURE PLC IRELAND

2.21%

Shares3.1K

Event2026-06-30

Filed2026-07-31

DIA

STATE STR SPDR DOW JONES IND

-3.41%

Shares736

Event2026-06-30

Filed2026-07-31

MUB

ISHARES TR

0.12%

Shares3.4K

Event2026-06-30

Filed2026-07-31

IYR

ISHARES TR

0.03%

Shares3.4K

Event2026-06-30

Filed2026-07-31

IJR

ISHARES TR

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-31

IDEV

ISHARES TR

-1.45%

Shares2.9K

Event2026-06-30

Filed2026-07-31

ADOBE INC

2.59%

Shares1.2K

Event2026-06-30

Filed2026-07-31

OXY

OCCIDENTAL PETE CORP

0.58%

Shares4.5K

Event2026-06-30

Filed2026-07-31

CISCO SYS INC

New

Shares1.7K

Event2026-06-30

Filed2026-07-31

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available