account_balance

Investment manager · 13F filer · SEC CIK 2057465

Lakeshore Capital Group, Inc.

Reported value$157Mas of Sep 30, 2026
Positions78 5 new, 1 sold out
Top 10 weight50.0%GARP alone is 12%
FiledOct 2020 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
GARP iShares Tr 12.2% Added +102%
IVV iShares Tr 10.4% Held
QQQ Invesco QQQ Tr 8.3% Held
XLU Select Sector SPDR Tr 3.8% Added +103%
TSM Taiwan Semiconductor Manufacturing Co Ltd 3.0% Added +3%AAPL Apple Inc. 2.7% Added +6%
FCOR Fidelity Merrimack STR Tr 2.4% Added +12%
GOOGL Alphabet Inc. 2.4% Added +4%AMZN Amazon.com Inc 2.4% Added +6%
IYW iShares Tr 2.3% Held
MSFT Microsoft Corp 2.1% Added +7%
BAB Invesco Exch Traded Fd Tr II 2.1% Added +6%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 20, 2026, compared with the Jul 31, 2026 filing
add_circleNew
arrow_upwardAdded
  • BAC +112%
  • XLU +103%
  • GARP +102%
  • FBND +20%
arrow_downwardTrimmed
  • HDV −8%
  • FLQL −2%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist