Lakeshore Capital Group, Inc.

Q1 2026 13F-HR Detailed Holdings

Location
Rolling Meadows, IL
Holdings as of
3/31/2026
Date filed
4/22/2026
Form type
13F-HR
Num holdings
91
Total value ($000)
$122,501
Net value change ($000)
-2,461 (-2.0%)
New positions
1
Sold out positions
2
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)

Holdings broken out by other managers reported in the original SEC filing. View aggregated holdings

Prev filing: 1/21/2026 Next filing: — SEC filing
You are on the SEC detailed breakdown page. Rows are shown as reported in the filing (including other manager, discretion, and voting authority fields), and are not merged like the standard holdings view. Switch to aggregated holdings.

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
FBND 519 102.2%
COST 449 16.5%
SBUX 401 61.1%
JNJ 389 20.3%
TSM 353 11.4%
CVX 312 38.1%
OXY 292 NEW
XLU 264 8.6%
VZ 256 26.1%
KO 212 10.6%
Top Reduces (Value $000, Stocks/ETFs)
INTC -780 -100.0%
IVV -610 -4.2%
QQQ -579 -5.5%
KHC -382 -40.8%
AXP -372 -17.1%
BABA -293 -13.3%
IYW -288 -10.4%
TSLA -280 -16.6%
AMZN -278 -8.7%
GOOGL -259 -7.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 GeoWealth Management, LLC 028-16841