Lakeshore Capital Group, Inc.

CIK

2057465

Location

Rolling Meadows, IL

Portfolio Value

Micro $70,062,304

Diversification

Diversified

Filing Date

Global Rank

#5,996 / 8,232 ▲ 239

Top Industry

Internet Retail 8.9%

3Y Alpha vs SPY

-4.9%

Period ended 2 months ago

Filed Apr 22, 2026 · 53d

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

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

Cloned portfolio

+16.7%

SPY

+23.4%

Annualised alpha

-4.9%

Max drawdown

−17.8%

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

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

Top Position

14.3%

−0.4 pts

Top 5

32.5%

−0.1 pts

Top 10

49.5%

+0.9 pts

HHI

427

Diversified−3

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	15.4%	$10,799,698	6
Consumer Cyclical	14.9%	$10,430,622	10
Unclassified	14.8%	$10,353,170	2
Financial Services	14.5%	$10,178,961	8
Consumer Defensive	13.4%	$9,386,010	5
Communication Services	12.5%	$8,746,014	7
Healthcare	10.4%	$7,265,433	7
Energy	2.0%	$1,421,535	2
Industrials	1.1%	$752,453	1
Real Estate	1.0%	$728,408	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SBUX	Starbucks Corp	+4,009	11,800	$1,057,162
MSFT	Microsoft Corp	+1,719	5,994	$2,218,798
T	At&T Inc.	+936	34,010	$985,949
VZ	Verizon Communications Inc	+567	24,592	$1,234,518
CMCSA	Comcast Corp	+490	14,624	$419,855
KO	Coca Cola Co	+489	28,995	$2,205,069
JD	JD.com, Inc.	+397	16,798	$496,716
CMG	Chipotle Mexican Grill Inc	+393	15,622	$500,060
PG	PROCTER & GAMBLE Co	+274	11,681	$1,687,203
BAC	Bank Of America Corp /De/	+255	15,971	$778,586
NFLX	Netflix Inc	+212	11,959	$1,149,857
BABA	Alibaba Group Holding Ltd	+199	15,236	$1,911,508
MRK	Merck & Co., Inc.	+175	8,660	$1,041,711
ABT	Abbott Laboratories	+175	7,542	$774,337
NKE	NIKE, Inc.	+169	6,037	$318,874
JNJ	Johnson & Johnson	+169	9,428	$2,304,580
AMZN	Amazon Com Inc	+166	14,047	$2,925,568
WMT	Walmart Inc.	+159	14,291	$1,776,085
AAPL	Apple Inc.	+152	12,265	$3,112,734
DLR	Digital Realty Trust, Inc.	+127	4,042	$728,408
BX	Blackstone Inc.	+120	4,940	$568,050
QQQ	Invesco Qqq Trust, Series 1	+106	17,326	$10,000,220
CVX	Chevron Corp	+91	5,461	$1,129,880
DIS	Walt Disney Co	+85	5,925	$571,051
AXP	American Express Co	+84	5,975	$1,807,318
No positions match the current search.

Trimmed

Positions the filer reduced

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
KHC	Kraft Heinz Co	−13,959	24,677	$554,985
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
OXY	Occidental Petroleum Corp /De/	4,487	$291,655
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
INTC	Intel Corp	21,142	$780,139
F	Ford Motor Co	10,242	$134,375
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

49 positions · $70,062,304 total · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Added	17,326	+106	$10,000,220	−5.5%	14.27%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	10,214	+18	$3,451,821	+11.4%	4.93%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	3,174	+27	$3,162,668	+16.5%	4.51%
AAPL	Apple Inc. Technology	Added	12,265	+152	$3,112,734	−5.5%	4.44%
GOOGL	Alphabet Inc. Communication Services	Added	10,702	+41	$3,077,467	−7.8%	4.39%
AMZN	Amazon Com Inc Consumer Cyclical	Added	14,047	+166	$2,925,568	−8.7%	4.18%
JNJ	Johnson & Johnson Healthcare	Added	9,428	+169	$2,304,580	+20.3%	3.29%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	4,643	+39	$2,224,925	−3.9%	3.18%
MSFT	Microsoft Corp Technology	Added	5,994	+1,719	$2,218,798	+7.3%	3.17%
KO	Coca Cola Co Consumer Defensive	Added	28,995	+489	$2,205,069	+10.6%	3.15%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Added	15,236	+199	$1,911,508	−13.3%	2.73%
AXP	American Express Co Financial Services	Added	5,975	+84	$1,807,318	−17.1%	2.58%
WMT	Walmart Inc. Consumer Defensive	Added	14,291	+159	$1,776,085	+12.8%	2.54%
GS	Goldman Sachs Group Inc Financial Services	Added	2,076	+6	$1,756,275	−3.5%	2.51%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	11,681	+274	$1,687,203	+3.2%	2.41%
TSLA	Tesla, Inc. Consumer Cyclical	Added	3,779	+33	$1,404,843	−16.6%	2.01%
JPM	Jpmorgan Chase & Co Financial Services	Added	4,545	+50	$1,336,957	−7.7%	1.91%
META	Meta Platforms, Inc. Communication Services	Added	2,285	+14	$1,307,317	−12.8%	1.87%
VZ	Verizon Communications Inc Communication Services	Added	24,592	+567	$1,234,518	+26.2%	1.76%
NFLX	Netflix Inc Communication Services	Added	11,959	+212	$1,149,857	+4.4%	1.64%
CVX	Chevron Corp Energy	Added	5,461	+91	$1,129,880	+38.1%	1.61%
NVDA	Nvidia Corp Technology	Added	6,443	+62	$1,123,659	−5.6%	1.60%
V	Visa Inc. Financial Services	Added	3,685	+63	$1,113,754	−12.3%	1.59%
SBUX	Starbucks Corp Consumer Cyclical	Added	11,800	+4,009	$1,057,162	+61.1%	1.51%
MRK	Merck & Co., Inc. Healthcare	Added	8,660	+175	$1,041,711	+16.6%	1.49%
T	At&T Inc. Communication Services	Added	34,010	+936	$985,949	+20.0%	1.41%
LLY	ELI LILLY & Co Healthcare	Added	1,059	+7	$974,036	−13.8%	1.39%
SYK	Stryker Corp Healthcare	Added	2,517	+38	$827,061	−5.1%	1.18%
BAC	Bank Of America Corp /De/ Financial Services	Added	15,971	+255	$778,586	−9.9%	1.11%
ABT	Abbott Laboratories Healthcare	Added	7,542	+175	$774,337	−16.1%	1.11%
HON	Honeywell International Inc Industrials	Added	3,329	+79	$752,453	+18.7%	1.07%
DLR	Digital Realty Trust, Inc. Real Estate	Added	4,042	+127	$728,408	+20.3%	1.04%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	1,396	+14	$686,175	−14.3%	0.98%
YUM	Yum Brands Inc Consumer Cyclical	Added	4,277	+71	$664,987	+4.5%	0.95%
UNH	Unitedhealth Group Inc Healthcare	Added	2,430	+54	$657,533	−16.2%	0.94%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,943	+34	$639,033	−2.7%	0.91%
ACN	Accenture plc Technology	Added	3,037	+83	$602,206	−24.0%	0.86%
MA	Mastercard Inc Financial Services	Added	1,187	+17	$593,096	−11.2%	0.85%
DIS	Walt Disney Co Communication Services	Added	5,925	+85	$571,051	−14.1%	0.82%
BX	Blackstone Inc. Financial Services	Added	4,940	+120	$568,050	−23.5%	0.81%
KHC	Kraft Heinz Co Consumer Defensive	Reduced	24,677	-13,959	$554,985	−40.8%	0.79%
MCD	Mcdonalds Corp Consumer Cyclical	Added	1,647	+26	$511,871	+3.3%	0.73%
CMG	Chipotle Mexican Grill Inc Consumer Cyclical	Added	15,622	+393	$500,060	−11.3%	0.71%
JD	JD.com, Inc. Consumer Cyclical	Added	16,798	+397	$496,716	+5.5%	0.71%
CMCSA	Comcast Corp Communication Services	Added	14,624	+490	$419,855	+6.0%	0.60%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Added	762	+1	$352,950	−3.5%	0.50%
NKE	NIKE, Inc. Consumer Cyclical	Added	6,037	+169	$318,874	−14.7%	0.46%
OXY	Occidental Petroleum Corp /De/ Energy	NEW	4,487	NEW	$291,655	NEW	0.42%
ADBE	Adobe Inc. Technology	Added	1,195	+30	$290,480	−28.8%	0.41%