Lakeshore Capital Group, Inc.

Q3 2026 13F-HR Holdings

Location
Rolling Meadows, IL
Holdings as of
9/30/2026
Date filed
10/20/2026
Form type
13F-HR
Num holdings
78
Total value ($000)
$157,193
Net value change ($000)
+22,102 (16.4%)
New positions
5
Sold out positions
1
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 7/31/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
GARP 10,002 108.4%
XLU 2,601 76.8%
MSFT 1,064 47.4%
BAC 926 102.3%
AAPL 781 22.1%
NVDA 684 32.5%
META 506 39.4%
HON 412 NEW
AMZN 371 11.2%
BABA 364 24.9%
Top Reduces (Value $000, Stocks/ETFs)
CSCO -205 -100.0%
GS -157 -7.7%
TSLA -142 -8.9%
LRCX -92 -23.2%
IWM -78 -7.4%
HD -74 -10.7%
HDV -67 -5.9%
TSM -59 -1.2%
AXP -55 -2.7%
FLQL -52 -2.1%
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