Lakeshore Capital Group, Inc. holds a focused book of 74 stocks worth $135.1M as of Q2 2026 (disclosed Jul 31, 2026, a ~31-day 13F lag). This quarter they opened Broadcom Inc and trimmed Taiwan Semiconductor-SP ADR. Their largest long position is Ishares Core S&P 500 ETF at 12% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
46% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Lakeshore Capital Group, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 7 / 74 | $4.4B |
| United American Securities Inc. (d/b/a UAS Asset Management) | 10 / 74 | $453.6M |
| Swiss Re Ltd | 40 / 74 | $1.0B |
| Prospect Hill Management, LLC | 11 / 74 | $239.8M |
| Hoffman, Alan N Investment Management | 7 / 74 | $156.1M |
| Ketron Financial | 18 / 74 | $287.3M |
| MFF Capital Investments Ltd | 11 / 74 | $1.5B |
| Agave Capital Management Ltd | 8 / 74 | $793.3M |
Ranked by the share of each fund's own book sitting in the names it shares with Lakeshore Capital Group, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P500 ETF | $16.2M | 21.7K | 12.0% | ▲+1.3% Added · +274 sh | |
| 2 | Invesco QQQ TR UNIT SER 1 | $13.0M | 17.7K | 9.6% | ▲+1.9% Added · +328 sh | |
| 3 | Ishares TR MSCI US GARP ETF | $9.2M | 111.8K | 6.8% | ▲+2.7% Added · +3K sh | |
| 4 | Taiwan Semiconductor Manufac SPONSORED ADS | $4.8M | 10.0K | 3.5% | ▼−2.2% Reduced · −224 sh | |
| 5 | Alphabet Inc CAP STK CL A | $3.8M | 10.5K | 2.8% | ▼−1.5% Reduced · −157 sh | |
| 6 | Fidelity Merrimack STR TR CORP BOND ETF | $3.6M | 76.4K | 2.7% | ▼−11% Reduced · −9K sh | |
| 7 | Apple Inc COM | $3.5M | 12.2K | 2.6% | ▼−0.2% Reduced · −26 sh | |
| 8 | Ishares TR U.S. TECH ETF | $3.4M | 13.6K | 2.5% | ▼−0.5% Reduced · −71 sh | |
| 9 | Select Sector SPDR TR ST STR UTIL ETF | $3.4M | 74.7K | 2.5% | ▲+3.1% Added · +2K sh | |
| 10 | Amazon Com Inc COM | $3.3M | 13.9K | 2.5% | ▼−0.7% Reduced · −102 sh | |
| 11 | Invesco Exch Traded FD TR II TAXABLE MUN BD | $3.3M | 121.4K | 2.4% | ▲+3.6% Added · +4K sh | |
| 12 | Costco Wholesale Corporation COM | $2.9M | 3.1K | 2.2% | ▼−1.3% Reduced · −42 sh | |
| 13 | Franklin Templeton ETF TR US LRG CP MLTFCT | $2.4M | 31.2K | 1.8% | ▼−1.9% Reduced · −617 sh | |
| 14 | Johnson & Johnson COM | $2.4M | 9.4K | 1.8% | ▼−0.4% Reduced · −34 sh | |
| 15 | Coca Cola Co COM | $2.4M | 29.1K | 1.8% | ▲+0.3% Added · +95 sh | |
| 16 | Berkshire Hathaway Inc Del CL B NEW | $2.3M | 4.6K | 1.7% | ▲+0.1% Added · +3 sh | |
| 17 | Microsoft Corp COM | $2.2M | 6.0K | 1.7% | ▲+0.3% Added · +21 sh | |
| 18 | Nvidia Corporation COM | $2.1M | 10.5K | 1.6% | ▲+63% Added · +4K sh | |
| 19 | Goldman Sachs Group Inc COM | $2.1M | 2.0K | 1.5% | ▼−2.3% Reduced · −48 sh | |
| 20 | American Express Co COM | $2.0M | 6.0K | 1.5% | ▼−0.1% Reduced · −3 sh | |
| 21 | Ishares TR MSCI EMG MKT ETF | $1.9M | 27.2K | 1.4% | ▼−0.1% Reduced · −24 sh | |
| 22 | Procter & Gamble Co COM | $1.7M | 11.8K | 1.3% | ▲+0.9% Added · +105 sh | |
| 23 | Walmart Inc COM | $1.6M | 14.2K | 1.2% | ▼−0.4% Reduced · −61 sh | |
| 24 | Tesla Inc COM | $1.6M | 3.8K | 1.2% | ▼−0.1% Reduced · −6 sh | |
| 25 | Ishares TR MBS ETF | $1.5M | 16.3K | 1.1% | ▼−8.5% Reduced · −2K sh | |
| 26 | JPMorgan Chase & Co COM | $1.5M | 4.5K | 1.1% | ▲+0.1% Added · +3 sh | |
| 27 | Alibaba Group Hldg Ltd SPONSORED ADS | $1.5M | 15.2K | 1.1% | ▼−0.2% Reduced · −28 sh | |
| 28 | Fidelity Merrimack STR TR TOTAL BD ETF | $1.4M | 31.2K | 1.1% | ▲+39% Added · +9K sh | |
| 29 | Ishares TR CORE MSCI EURO | $1.4M | 18.0K | 1.0% | ▲+1.2% Added · +220 sh | |
| 30 | Ishares TR US TELECOM ETF | $1.3M | 30.5K | 1.0% | ▼−0.2% Reduced · −76 sh | |
| 31 | Meta Platforms Inc CL A | $1.3M | 2.3K | 1.0% | ▼−0.3% Reduced · −6 sh | |
| 32 | Broadcom Inc COM | $1.3M | 3.4K | 0.9% | ▲New New position | |
| 33 | Visa Inc COM CL A | $1.3M | 3.7K | 0.9% | ▲+0.6% Added · +23 sh | |
| 34 | Eli Lilly & Co COM | $1.3M | 1.0K | 0.9% | ▼−1.2% Reduced · −13 sh | |
| 35 | Ishares TR US HLTHCARE ETF | $1.2M | 18.1K | 0.9% | ▼−0.3% Reduced · −52 sh | |
| 36 | Starbucks Corp COM | $1.2M | 11.9K | 0.9% | ▲+0.6% Added · +76 sh | |
| 37 | Ishares TR US CONSUM DISCRE | $1.1M | 11.2K | 0.8% | ▼−0.3% Reduced · −31 sh | |
| 38 | Ishares TR CORE HIGH DV ETF | $1.1M | 41.2K | 0.8% | ▲+393% Added · +33K sh | |
| 39 | Merck & Co Inc COM | $1.1M | 8.7K | 0.8% | ▲+0.2% Added · +16 sh | |
| 40 | Ishares TR RUSSELL 2000 ETF | $1.1M | 3.5K | 0.8% | ▼−1.5% Reduced · −52 sh | |
| 41 | Unitedhealth Group Inc COM | $1.0M | 2.5K | 0.8% | ▲+1.0% Added · +24 sh | |
| 42 | Ishares TR MSCI ACWI EX US | $935K | 12.3K | 0.7% | ▲+0.3% Added · +38 sh | |
| 43 | Chevron Corporation COM | $907K | 5.5K | 0.7% | ▲+0.2% Added · +11 sh | |
| 44 | Bank Of Amer Corp COM | $905K | 15.9K | 0.7% | ▼−0.6% Reduced · −88 sh | |
| 45 | Netflix Inc. COM | $850K | 11.9K | 0.6% | ▼−0.5% Reduced · −61 sh | |
| 46 | Ishares TR US CONSM STAPLES | $807K | 11.1K | 0.6% | ▼~0% Reduced · −2 sh | |
| 47 | Stryker Corporation COM | $798K | 2.5K | 0.6% | ▲+0.7% Added · +18 sh | |
| 48 | Digital Rlty TR Inc COM | $723K | 4.0K | 0.5% | ▼−0.4% Reduced · −17 sh | |
| 49 | Thermo Fisher Scientific Inc COM | $704K | 1.4K | 0.5% | ▲+0.6% Added · +8 sh | |
| 50 | AT&T Inc COM | $700K | 33.8K | 0.5% | ▼−0.6% Reduced · −198 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2057465/holdings"
Use Arkolith to show Lakeshore Capital Group, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 31, 2026 | 89 | $135.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 22, 2026 | 91 | $122.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 21, 2026 | 92 | $125.0M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 17, 2025 | 93 | $123.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 23, 2025 | 78 | $112.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 10, 2025 | 75 | $103.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 26, 2025 | 59 | $66.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.