Institutional Investor · CIK 0002057465
LAKESHORE CAPITAL GROUP, INC.
Portfolio data for the last 6 months — sourced from SEC 13F filings
Stocks Held
74
Total Value
$125.45M
Total Shares
948.51K
Latest Filing
Jul 31, 2026
CIK
0002057465
Current Holdings
| Company↕ | Sector↕ | Industry | Period↕ | Filed↓ | Shares↕ | Value ($)↕ | Ownership↕ | Type | P/C/S | SEC Filing |
|---|---|---|---|---|---|---|---|---|---|---|
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-31 | 21,671 | $16.23M | 0.0019% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 17,654 | $13.00M | 0.0025% | SH | — | View | |
| Technology | Semiconductors | 2026-06-30 | 2026-07-31 | 9,990 | $4.77M | 0.0002% | SH | — | View | |
Alphabet Inc.(GOOGL.SW) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-31 | 10,545 | $3.77M | 0.0001% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-31 | 76,351 | $3.60M | 0.9973% | SH | — | View | |
Apple Inc.(APC.DE) | Technology | Consumer Electronics | 2026-06-30 | 2026-07-31 | 12,239 | $3.54M | 0.0001% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 13,621 | $3.44M | 0.0138% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 74,721 | $3.39M | 0.0144% | SH | — | View | |
Amazon.com, Inc.(AMZ.DE) | Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-07-31 | 13,945 | $3.32M | 0.0001% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 121,389 | $3.26M | 0.3169% | SH | — | View | |
Costco Wholesale Corporation(CTO.DE) | Consumer Defensive | Discount Stores | 2026-06-30 | 2026-07-31 | 3,132 | $2.93M | 0.0007% | SH | — | View |
Johnson & Johnson(JNJ.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-31 | 9,394 | $2.39M | 0.0004% | SH | — | View |
Coca-Cola Company(CCC3.DE) | Consumer Defensive | Beverages - Non-Alcoholic | 2026-06-30 | 2026-07-31 | 29,090 | $2.36M | 0.0007% | SH | — | View |
Berkshire Hathaway Inc.(BRYN.DE) | Financial Services | Insurance - Diversified | 2026-06-30 | 2026-07-31 | 4,646 | $2.32M | 0.0002% | SH | — | View |
Microsoft Corporation(MSFT) | Technology | Software - Infrastructure | 2026-06-30 | 2026-07-31 | 6,015 | $2.24M | 0.0001% | SH | — | View |
NVIDIA Corporation(NVD.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-31 | 10,515 | $2.10M | 0.0000% | SH | — | View |
The Goldman Sachs Group,…(GOS.DE) | Financial Services | Financial - Capital Markets | 2026-06-30 | 2026-07-31 | 2,028 | $2.05M | 0.0007% | SH | — | View |
| Financial Services | Financial - Credit Services | 2026-06-30 | 2026-07-31 | 5,972 | $2.02M | 0.0009% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-31 | 27,192 | $1.86M | 0.0058% | SH | — | View | |
Procter & Gamble Company(PRG.DE) | Consumer Defensive | Household & Personal Products | 2026-06-30 | 2026-07-31 | 11,786 | $1.73M | 0.0005% | SH | — | View |
Walmart Inc.(WMT) | Consumer Defensive | Discount Stores | 2026-06-30 | 2026-07-31 | 14,230 | $1.61M | 0.0002% | SH | — | View |
Tesla, Inc.(TL0.DE) | Consumer Cyclical | Auto - Manufacturers | 2026-06-30 | 2026-07-31 | 3,773 | $1.59M | 0.0001% | SH | — | View |
iShares MBS ETF(MBB) | Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-31 | 16,344 | $1.54M | 0.0038% | SH | — | View |
JPMorgan Chase & Co.(CMC.DE) | Financial Services | Banks - Diversified | 2026-06-30 | 2026-07-31 | 4,548 | $1.49M | 0.0002% | SH | — | View |
| Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-07-31 | 15,208 | $1.46M | 0.0006% | SH | — | View | |
Fidelity Total Bond ETF(FBND) | Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-31 | 31,209 | $1.42M | 0.0052% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 18,016 | $1.35M | 0.0160% | SH | — | View | |
Meta Platforms, Inc.(META) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-31 | 2,279 | $1.28M | 0.0001% | SH | — | View |
Meta Platforms, Inc.(FB2A.DE) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-31 | 2,279 | $1.28M | 0.0001% | SH | — | View |
Broadcom Inc.(1YD.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-31 | 3,379 | $1.28M | 0.0001% | SH | — | View |
Broadcom Inc.(AVGO) | Technology | Semiconductors | 2026-06-30 | 2026-07-31 | 3,379 | $1.28M | 0.0001% | SH | — | View |
Visa Inc.(3V64.DE) | Financial Services | Financial - Credit Services | 2026-06-30 | 2026-07-31 | 3,708 | $1.27M | 0.0002% | SH | — | View |
Eli Lilly and Company(LLY.SW) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-31 | 1,046 | $1.25M | 0.0001% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 18,139 | $1.22M | 0.0348% | SH | — | View | |
Starbucks Corporation(SRB.DE) | Consumer Cyclical | Restaurants | 2026-06-30 | 2026-07-31 | 11,876 | $1.21M | 0.0010% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 11,217 | $1.13M | 0.0951% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-31 | 41,247 | $1.13M | 0.0086% | SH | — | View | |
Merck & Co., Inc.(6MK.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-31 | 8,676 | $1.11M | 0.0004% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 3,504 | $1.05M | 0.0013% | SH | — | View | |
UnitedHealth Group Incorporated(UNH.DE) | Healthcare | Medical - Healthcare Plans | 2026-06-30 | 2026-07-31 | 2,454 | $1.02M | 0.0003% | SH | — | View |
iShares MSCI ACWI ex…(ACWX) | Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-31 | 12,282 | $934.78K | 0.0080% | SH | — | View |
Chevron Corporation(CHV.DE) | Energy | Oil & Gas Integrated | 2026-06-30 | 2026-07-31 | 5,472 | $907.06K | 0.0003% | SH | — | View |
Bank of America Corporation(NCB.DE) | Financial Services | Banks - Diversified | 2026-06-30 | 2026-07-31 | 15,883 | $905.03K | 0.0002% | SH | — | View |
Netflix, Inc.(NFC.DE) | Communication Services | Entertainment | 2026-06-30 | 2026-07-31 | 11,898 | $849.51K | 0.0003% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 11,112 | $807.43K | 0.0586% | SH | — | View | |
Stryker Corporation(SYK.DE) | Healthcare | Medical - Devices | 2026-06-30 | 2026-07-31 | 2,535 | $798.14K | 0.0007% | SH | — | View |
| Real Estate | REIT - Specialty | 2026-06-30 | 2026-07-31 | 4,025 | $722.86K | 0.0011% | SH | — | View | |
Thermo Fisher Scientific Inc.(TN8.DE) | Healthcare | Medical - Diagnostics & Research | 2026-06-30 | 2026-07-31 | 1,404 | $703.93K | 0.0004% | SH | — | View |
AT&T Inc.(SOBA.DE) | Communication Services | Telecommunications Services | 2026-06-30 | 2026-07-31 | 33,812 | $699.91K | 0.0005% | SH | — | View |
AT&T Inc.(T) | Communication Services | Telecommunications Services | 2026-06-30 | 2026-07-31 | 33,812 | $699.91K | 0.0005% | SH | — | View |
Abbott Laboratories(ABL.DE) | Healthcare | Medical - Devices | 2026-06-30 | 2026-07-31 | 7,682 | $697.09K | 0.0004% | SH | — | View |
Abbott Laboratories(ABT) | Healthcare | Medical - Devices | 2026-06-30 | 2026-07-31 | 7,682 | $697.09K | 0.0004% | SH | — | View |
The Home Depot, Inc.(HDI.DE) | Consumer Cyclical | Home Improvement | 2026-06-30 | 2026-07-31 | 1,962 | $691.89K | 0.0002% | SH | — | View |
Yum! Brands, Inc.(YUM) | Consumer Cyclical | Restaurants | 2026-06-30 | 2026-07-31 | 4,284 | $684.79K | 0.0016% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-31 | 9,563 | $636.88K | 0.0059% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 6,891 | $623.41K | 0.0303% | SH | — | View | |
Mastercard Incorporated(M4I.DE) | Financial Services | Financial - Credit Services | 2026-06-30 | 2026-07-31 | 1,190 | $610.95K | 0.0001% | SH | — | View |
Blackstone Inc.(BX) | Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 4,984 | $586.41K | 0.0006% | SH | — | View |
Walt Disney Company(WDP.DE) | Communication Services | Entertainment | 2026-06-30 | 2026-07-31 | 5,892 | $567.10K | 0.0003% | SH | — | View |
| Consumer Cyclical | Restaurants | 2026-06-30 | 2026-07-31 | 15,831 | $538.25K | 0.0012% | SH | — | View | |
McDonald's Corporation(MDO.DE) | Consumer Cyclical | Restaurants | 2026-06-30 | 2026-07-31 | 1,661 | $448.95K | 0.0002% | SH | — | View |
JD.com, Inc.(JD) | Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-07-31 | 17,382 | $442.90K | 0.0012% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 2,229 | $400.29K | 0.0413% | SH | — | View | |
Lam Research Corp. R(LAR0.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-31 | 915 | $396.55K | 0.0001% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 6,850 | $387.67K | 0.0246% | SH | — | View | |
Accenture plc(ACN) | Technology | Information Technology Services | 2026-06-30 | 2026-07-31 | 3,104 | $386.28K | 0.0005% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 736 | $384.69K | 0.0009% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-31 | 3,395 | $365.39K | 0.0008% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 3,401 | $347.75K | 0.0077% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 1,890 | $280.24K | 0.0003% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 2,860 | $254.56K | 0.0008% | SH | — | View | |
Adobe Inc.(ADB.DE) | Technology | Software - Application | 2026-06-30 | 2026-07-31 | 1,226 | $251.32K | 0.0003% | SH | — | View |
Occidental Petroleum Corporation(OPC.DE) | Energy | Oil & Gas Exploration & Production | 2026-06-30 | 2026-07-31 | 4,513 | $219.21K | 0.0005% | SH | — | View |
Cisco Systems, Inc.(CIS.DE) | Technology | Communication Equipment | 2026-06-30 | 2026-07-31 | 1,747 | $205.17K | 0.0000% | SH | — | View |
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