Lakeshore Capital Group, Inc. has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $104 Billion distributed in 75 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $12.2B, Invesco Qqq Trust, Series 1 with a value of $6.44B, Spdr Dow Jones Industrial Average ETF Trust with a value of $4.88B, Fidelity Merrimack Str Tr Corp with a value of $4.8B, and Ishares Core High Dividend ETF with a value of $3.71B.

Examining the 13F form we can see an increase of $37.5B in the current position value, from $66.1B to 104B.

Lakeshore Capital Group, Inc. is based out at Rolling Meadows, IL

Below you can find more details about Lakeshore Capital Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $104 Billion
ETFs: $54.4 Billion
Financial Services: $9.48 Billion
Consumer Cyclical: $9 Billion
Consumer Defensive: $8.38 Billion
Technology: $7.52 Billion
Communication Services: $7.49 Billion
Healthcare: $5.51 Billion
Energy: $726 Million
Other: $1.19 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 75
  • Current Value $104 Billion
  • Prior Value $66.1 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 10, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 19 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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