Lakeshore Capital Group, Inc. - Portfolio overview

Lakeshore Capital Group, Inc. has 79 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 12.33%
2. QQQ - INVESCO QQQ TR, 8.83%
3. GARP - ISHARES TR, 6.14%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.