Lakeshore Capital Group, Inc. has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $113 Billion distributed in 78 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 $13.7B, Invesco Qqq Trust, Series 1 with a value of $9.28B, Spdr Dow Jones Industrial Average ETF Trust with a value of $4.47B, Fidelity Merrimack Str Tr Corp with a value of $4.41B, and Invesco ETF Tr Ii Taxable Mun with a value of $3.28B.

Examining the 13F form we can see an increase of $9.07B in the current position value, from $104B to 113B.

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 $113 Billion
ETFs: $58.8 Billion
Financial Services: $9.86 Billion
Consumer Cyclical: $9.85 Billion
Technology: $9.35 Billion
Consumer Defensive: $8.84 Billion
Communication Services: $8.07 Billion
Healthcare: $5.92 Billion
Energy: $736 Million
Other: $1.37 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 78
  • Current Value $113 Billion
  • Prior Value $104 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 23, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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