Lakeshore Capital Group, Inc.
CIK
2057465
Location
Rolling Meadows, IL
Portfolio Value
Micro
$7,265,433
Diversification
Diversified
Filing Date
Global Rank
#6,344
/ 8,586
▲ 122
Top Industry
Internet Retail
8.9%
3Y Alpha vs SPY
-5.6%
Period ended 3 months ago
Filed Apr 22, 2026 · 55d
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+18.1%
SPY
+25.8%
Annualised alpha
-5.5%
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, 2025Top 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 |
|---|---|---|
| Technology | 15.4% | $10,799,698 |
| Consumer Cyclical | 14.9% | $10,430,622 |
| Unclassified | 14.8% | $10,353,170 |
| Financial Services | 14.5% | $10,178,961 |
| Consumer Defensive | 13.4% | $9,386,010 |
| Communication Services | 12.5% | $8,746,014 |
| Healthcare | 10.4% | $7,265,433 |
| Energy | 2.0% | $1,421,535 |
| Industrials | 1.1% | $752,453 |
| Real Estate | 1.0% | $728,408 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | |
| JNJ | Johnson & Johnson | +169 | 9,428 | $2,304,580 | |
| NKE | NIKE, Inc. | +169 | 6,037 | $318,874 | |
| 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. | ||||
7 positions ·
$7,265,433 total
· Healthcare only
· 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 | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 9,428 | $2,304,580 | 31.72% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 8,660 | $1,041,711 | 14.34% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 1,059 | $974,036 | 13.41% | |
| SYK |
Stryker Corp
Healthcare
|
Added | 2,517 | $827,061 | 11.38% | |
| ABT |
Abbott Laboratories
Healthcare
|
Added | 7,542 | $774,337 | 10.66% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Added | 1,396 | $686,175 | 9.44% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 2,430 | $657,533 | 9.05% |