Lakeshore Capital Group, Inc. has filed its 13F form on October 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $124 Billion distributed in 93 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 $14.6B, Invesco Qqq Trust, Series 1 with a value of $10.2B, Ishares Factors Us Growth Styl with a value of $6.67B, Fidelity Merrimack Str Tr Corp with a value of $4.93B, and Invesco ETF Tr Ii Taxable Mun with a value of $3.17B.

Examining the 13F form we can see an increase of $11.1B in the current position value, from $113B to 124B.

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 $124 Billion
ETFs: $64.5 Billion
Consumer Cyclical: $11.4 Billion
Technology: $11.1 Billion
Financial Services: $10.7 Billion
Consumer Defensive: $8.74 Billion
Communication Services: $8.62 Billion
Healthcare: $6.46 Billion
Energy: $1.02 Billion
Other: $1.32 Billion

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 93
  • Current Value $124 Billion
  • Prior Value $113 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 17, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 69 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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