Lakeshore Capital Group, Inc. Portfolio Holdings

Lakeshore Capital Group, Inc.

  • $66.1 Billion
  • Q4 2024

Lakeshore Capital Group, Inc. has filed its 13F form on February 26, 2025 for Q4 2024 where it was disclosed a total value porftolio of $66.1 Billion distributed in 59 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $6.08B, Ishares Russell 2000 ETF with a value of $4.44B, Spdr Dow Jones Industrial Average ETF Trust with a value of $3.31B, Amazon Com Inc with a value of $2.84B, and Costco Wholesale Corp with a value of $2.77B.

Examining the 13F form we can see an increase of $66.1B in the current position value.

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 $66.1 Billion
ETFs: $17.9 Billion
Financial Services: $9.19 Billion
Consumer Cyclical: $8.97 Billion
Consumer Defensive: $8.19 Billion
Technology: $7.65 Billion
Communication Services: $6.97 Billion
Healthcare: $5.36 Billion
Real Estate: $685 Million
Other: $1.26 Billion

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.48B
$722 Million 1.09% of portfolio
11,970
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 59
  • Current Value $66.1 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 26, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 59 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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