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Lakeshore Capital Group - Q4 2025 13F Filings

LA

Lakeshore Capital Group, Inc.

CIK: 0002057465
Address: Illinois Rolling Meadows 1811 Hicks Road
$124.96 M
Portfolio Value
77
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 07/31/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. XLU Utilities Select Sector Spdr Fund
+$1.65 M
2. GARP Ishares Msci Usa Quality Garp Etf
+$247,475.46
3. QQQ Invesco Qqq Trust Series I
+$176,311.78
4. KO The Coca-Cola Company
+$85,710.5
5. PG The Procter & Gamble Company
+$66,924.94

Top Sells

Q4 2025
1. FBND Fidelity Total Bond Etf
−$986,649.82
2. FCOR Fidelity Corporate Bond Etf
−$438,459.43
3. IVV Ishares Core S&P 500 Etf
−$354,799.79
4. FDVV Fidelity High Dividend Etf
−$311,131
5. FLQL Franklin Us Large Cap Multifactor Index Etf
−$232,113.23

Asset Allocation

Stocks/ETFs
+0.87%
$124.72 M 99.81%
Options
$0 0.00%
Debt
$0 0.00%
Other
+4.81%
$239,385 0.19%

Sector Allocation (Stocks)

Lakeshore Capital Group Q4 2025 Filing Summary

Lakeshore Capital Group, Inc. filed its 13F report for Q4 2025 on January 21, 2026. The portfolio totaled 124.96 M reflecting a +0.87% change from the prior quarter, spanning 77 assets. The top 10 holdings comprised 44.9% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 0 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 Q4 2025 Filing

Lakeshore Capital Group submitted their Form 13F-HR for the Q4 2025 period on 01/21/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Lakeshore Capital Group reported a managed portfolio value of 124.96 M, consisting of 92 individual positions.

This page displays the raw filing documents. To see which stocks Lakeshore Capital Group bought or sold during Q4 2025, please visit Lakeshore Capital Group's Portfolio Analysis page.