Lakeshore Financial Planning, Inc.

CIK

2000571

Location

St. Clair Shores, MI

Portfolio Value

Micro $45,608,006

Diversification

Diversified

Filing Date

Global Rank

#6,964 / 8,604 ▲ 36 · as of Mar 2026

Top Industry

Consumer Electronics 23.9%

3Y Alpha vs SPY

-7.4%

Period ended 3 months ago

Filed May 7, 2026 · 2mo

11 quarters · since Sep 2023

Clone Performance

Nov 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+46.6%

SPY

+71.9%

Annualised alpha

-7.2%

Max drawdown

−18.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

54 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

21.2%

−0.2 pts

Top 5

56.4%

−3.5 pts

Top 10

65.6%

−2.6 pts

HHI

916

Diversified−162

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	42.2%	$19,230,598	7
Financial Services	16.2%	$7,371,880	10
Unclassified	11.1%	$5,058,459	3
Consumer Defensive	7.8%	$3,538,821	10
Consumer Cyclical	6.3%	$2,884,296	7
Utilities	5.0%	$2,280,178	4
Energy	3.3%	$1,526,793	3
Industrials	3.2%	$1,449,969	3
Healthcare	2.9%	$1,330,785	4
Communication Services	2.1%	$936,227	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

16 positions

Ticker	Company	Δ Shares	Shares	Value
SOFI	SoFi Technologies, Inc.	+50,812	92,277	$1,465,358
FITB	Fifth Third Bancorp	+12,120	19,674	$914,054
XOM	Exxon Mobil Corp	+2,261	4,699	$797,232
AMZN	Amazon Com Inc	+180	3,393	$706,660
QQQ	Invesco Qqq Trust, Series 1	+167	7,598	$4,385,413
PEP	Pepsico Inc	+137	1,600	$248,464
DTE	Dte Energy Co	+131	5,884	$860,358
JPM	Jpmorgan Chase & Co	+56	8,477	$2,493,594
DTM	DT Midstream, Inc.	+55	2,864	$385,694
SO	Southern Co	+48	8,334	$804,397
F	Ford Motor Co	+25	20,394	$235,346
PG	PROCTER & GAMBLE Co	+11	2,968	$428,697
ABBV	AbbVie Inc.	+2	1,373	$298,613
DAL	Delta Air Lines, Inc.	+2	4,535	$301,486
DIS	Walt Disney Co	+1	2,186	$210,686
AFL	Aflac Inc	+1	3,270	$358,751
No positions match the current search.

Trimmed

Positions the filer reduced

18 positions

Ticker	Company	Δ Shares	Shares	Value
BAC	Bank Of America Corp /De/	−5,146	7,159	$349,001
NVDA	Nvidia Corp	−1,350	4,343	$757,419
ORCL	Oracle Corp	−901	1,972	$290,100
MSFT	Microsoft Corp	−814	20,791	$7,696,204
NFLX	Netflix Inc	−320	3,940	$378,831
SPY	Spdr S&P 500 ETF Trust	−251	673	$437,678
CVX	Chevron Corp	−207	1,662	$343,867
SRE	Sempra	−156	3,789	$368,177
KMB	Kimberly Clark Corp	−140	2,187	$210,979
MDLZ	Mondelez International, Inc.	−126	3,649	$210,328
V	Visa Inc.	−114	810	$244,814
PFE	Pfizer Inc	−107	10,186	$286,022
AAPL	Apple Inc.	−82	38,137	$9,678,789
JNJ	Johnson & Johnson	−20	2,053	$501,835
KO	Coca Cola Co	−3	10,629	$808,335
GILD	Gilead Sciences, Inc.	−1	1,753	$244,315
WM	Waste Management Inc	−1	2,029	$466,243
MCD	Mcdonalds Corp	−1	2,348	$729,734
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
HOOD	Robinhood Markets, Inc.	6,150	$426,195
KR	Kroger Co	3,136	$226,920
KLAC	Kla Corp	151	$222,333
SBUX	Starbucks Corp	2,340	$209,640
TGT	Target Corp	1,701	$206,161
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
RKT	Rocket Companies, Inc.	27,527	$532,922
AXP	American Express Co	606	$224,189
MA	Mastercard Inc	371	$211,796
UNH	Unitedhealth Group Inc	614	$202,687
PRHI	Presurance Holdings, Inc.	10,200	$7,272
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

54 positions · $45,608,006 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 54 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	38,137	-82	$9,678,789	−6.8%	21.22%
MSFT	Microsoft Corp Technology	Reduced	20,791	-814	$7,696,204	−26.3%	16.87%
QQQ	Invesco Qqq Trust, Series 1	Added	7,598	+167	$4,385,413	−3.9%	9.62%
JPM	Jpmorgan Chase & Co Financial Services	Added	8,477	+56	$2,493,594	−8.1%	5.47%
SOFI	SoFi Technologies, Inc. Financial Services	Added	92,277	+50,812	$1,465,358	+35.0%	3.21%
FITB	Fifth Third Bancorp Financial Services	Added	19,674	+12,120	$914,054	+158.5%	2.00%
DTE	Dte Energy Co Utilities	Added	5,884	+131	$860,358	+15.9%	1.89%
KO	Coca Cola Co Consumer Defensive	Reduced	10,629	-3	$808,335	+8.8%	1.77%
SO	Southern Co Utilities	Added	8,334	+48	$804,397	+11.3%	1.76%
XOM	Exxon Mobil Corp Energy	Added	4,699	+2,261	$797,232	+171.7%	1.75%
NVDA	Nvidia Corp Technology	Reduced	4,343	-1,350	$757,419	−28.7%	1.66%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	2,348	-1	$729,734	+1.6%	1.60%
AMZN	Amazon Com Inc Consumer Cyclical	Added	3,393	+180	$706,660	−4.7%	1.55%
NOC	Northrop Grumman Corp /De/ Industrials	Held	1,000	0	$682,240	+19.6%	1.50%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	566	0	$563,979	+15.5%	1.24%
HD	Home Depot, Inc. Consumer Cyclical	Held	1,680	0	$552,535	−4.4%	1.21%
JNJ	Johnson & Johnson Healthcare	Reduced	2,053	-20	$501,835	+17.0%	1.10%
WM	Waste Management Inc Industrials	Reduced	2,029	-1	$466,243	+4.5%	1.02%
SPY	Spdr S&P 500 ETF Trust	Reduced	673	-251	$437,678	−30.5%	0.96%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	2,968	+11	$428,697	+1.2%	0.94%
HOOD	Robinhood Markets, Inc. Financial Services	NEW	6,150	NEW	$426,195	NEW	0.93%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	881	0	$422,175	−4.7%	0.93%
DTM	DT Midstream, Inc. Energy	Added	2,864	+55	$385,694	+14.7%	0.85%
WMT	Walmart Inc. Consumer Defensive	Held	3,051	0	$379,178	+11.6%	0.83%
NFLX	Netflix Inc Communication Services	Reduced	3,940	-320	$378,831	−5.2%	0.83%
SRE	Sempra Utilities	Reduced	3,789	-156	$368,177	+5.7%	0.81%
CINF	Cincinnati Financial Corp Financial Services	Held	2,328	0	$366,310	−3.7%	0.80%
AFL	Aflac Inc Financial Services	Added	3,270	+1	$358,751	−0.5%	0.79%
CCC	CCC Intelligent Solutions Holdings Inc. Technology	Held	58,520	0	$351,120	−24.5%	0.77%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	7,159	-5,146	$349,001	−48.4%	0.77%
META	Meta Platforms, Inc. Communication Services	Held	606	0	$346,710	−13.3%	0.76%
CVX	Chevron Corp Energy	Reduced	1,662	-207	$343,867	+20.7%	0.75%
GS	Goldman Sachs Group Inc Financial Services	Held	392	0	$331,628	−3.8%	0.73%
DAL	Delta Air Lines, Inc. Industrials	Added	4,535	+2	$301,486	−4.2%	0.66%
ABBV	AbbVie Inc. Healthcare	Added	1,373	+2	$298,613	−4.7%	0.65%
ORCL	Oracle Corp Technology	Reduced	1,972	-901	$290,100	−48.2%	0.64%
PFE	Pfizer Inc Healthcare	Reduced	10,186	-107	$286,022	+11.6%	0.63%
PM	Philip Morris International Inc. Consumer Defensive	Held	1,547	0	$255,780	+3.1%	0.56%
PEP	Pepsico Inc Consumer Defensive	Added	1,600	+137	$248,464	+18.3%	0.54%
NEE	Nextera Energy Inc Utilities	Held	2,662	0	$247,246	+15.7%	0.54%
V	Visa Inc. Financial Services	Reduced	810	-114	$244,814	−24.5%	0.54%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	1,753	-1	$244,315	+13.5%	0.54%
GLD	Spdr Gold Trust	Held	547	0	$235,368	+8.6%	0.52%
F	Ford Motor Co Consumer Cyclical	Added	20,394	+25	$235,346	−11.9%	0.52%
IBM	International Business Machines Corp Technology	Held	968	0	$234,633	−18.2%	0.51%
TSLA	Tesla, Inc. Consumer Cyclical	Held	626	0	$232,715	−17.3%	0.51%
KR	Kroger Co Consumer Defensive	NEW	3,136	NEW	$226,920	NEW	0.50%
KLAC	Kla Corp Technology	NEW	151	NEW	$222,333	NEW	0.49%
TSCO	Tractor Supply Co /De/ Consumer Cyclical	Held	4,805	0	$217,666	−9.4%	0.48%
KMB	Kimberly Clark Corp Consumer Defensive	Reduced	2,187	-140	$210,979	−10.1%	0.46%