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Lakeshore Capital Group - Q1 2026 13F Filings

LA

Lakeshore Capital Group, Inc.

CIK: 0002057465
Address: Illinois Rolling Meadows 1811 Hicks Road
$122.5 M
Portfolio Value
76
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 10/20/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. MSFT Microsoft Corporation
+$636,314.78
2. FBND Fidelity Total Bond Etf
+$523,663.01
3. SBUX Starbucks Corporation
+$359,165.97
4. OXY Occidental Petroleum Corporation
+$291,666
5. IDEV Ishares Core Msci Dev Mkts
+$242,549

Top Sells

Q1 2026
1. INTC Intel Corporation
−$780,122
2. FCOR Fidelity Corporate Bond Etf
−$367,613.07
3. KHC The Kraft Heinz Company
−$313,937.5
4. F Ford Motor Company
−$134,374
5. IYW Ishares Us Technology Etf
−$34,107.28

Asset Allocation

Stocks/ETFs
-1.78%
$122.5 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Lakeshore Capital Group Q1 2026 Filing Summary

Lakeshore Capital Group, Inc. filed its 13F report for Q1 2026 on April 22, 2026. The portfolio totaled 122.5 M reflecting a -1.97% change from the prior quarter, spanning 76 assets. The top 10 holdings comprised 44.3% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 2 new positions and 2 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Lakeshore Capital Group’s Q1 2026 Filing

Lakeshore Capital Group submitted their Form 13F-HR for the Q1 2026 period on 04/22/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Lakeshore Capital Group reported a managed portfolio value of 122.5 M, consisting of 91 individual positions.

This page displays the raw filing documents. To see which stocks Lakeshore Capital Group bought or sold during Q1 2026, please visit Lakeshore Capital Group's Portfolio Analysis page.