Lakeshore Capital Group, Inc.

Q2 2026 13F-HR Holdings

Location
Rolling Meadows, IL
Holdings as of
6/30/2026
Date filed
7/31/2026
Form type
13F-HR
Num holdings
74
Total value ($000)
$135,091
Net value change ($000)
+12,590 (10.3%)
New positions
3
Sold out positions
5
Turnover %
3.9%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 4/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
QQQ 3,000 30.0%
GARP 2,266 32.6%
IVV 2,252 16.1%
TSM 1,319 38.2%
AVGO 1,276 NEW
NVDA 980 87.2%
IYW 952 38.3%
GOOGL 690 22.4%
AAPL 428 13.7%
AMZN 398 13.6%
Top Reduces (Value $000, Stocks/ETFs)
VZ -1,235 -100.0%
HON -752 -100.0%
KHC -555 -100.0%
BABA -451 -23.6%
CMCSA -420 -100.0%
NKE -319 -100.0%
NFLX -300 -26.1%
T -286 -29.0%
COST -233 -7.4%
CVX -223 -19.7%
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