Institutional filer · SEC 13F · Q4 2024
Lakeshore Capital Group, Inc.
The reported 13F portfolio of Lakeshore Capital Group, Inc. (CIK 2057465) - top holdings, how concentrated the book is, and what changed last quarter.
- $66.1M
- Reported book
- 59
- Positions
- #324
- of 360 filers
The verdict
According to SEC Form 13F-HR filings in this corpus, Lakeshore Capital Group, Inc. ranks #324 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q4 2024 the reported book is $66.1M across 59 positions, a moderately concentrated portfolio.
- $66.1M
- reported 13F value
- 59
- disclosed positions
- 9.2%
- in INVESCO QQQ TR
- #324
- of 360 filers
Top-5 share 29.4% → MID-PACK book (largest five positions vs the rest of the reported 13F book).
According to SEC Form 13F-HR filings in this corpus, Lakeshore Capital Group, Inc. ranks #324 of 360 institutional filers by reported book value (largest first), matching the /funds listing.
Where Lakeshore Capital Group, Inc. sits by disclosed position count
Lakeshore Capital Group, Inc. reports 59 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.
Lakeshore Capital Group, Inc. vs all filers by holding count
Where this filer's disclosed position inventory sits among every tracked 13F manager
59 249th of 360 higher than 111 of 360 filers
Filers, banded by disclosed position count
Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 2026-05-16
Concentration vs. book size among peer filers
Lakeshore Capital Group, Inc. reports $0.07B across 59 disclosed positions, tracking the median among similarly sized peer filers on position count.
Reported book value vs. disclosed position count
How 13F filings are computed · All institutional filers · Largest filers by value
SEC Form 13F-HR filing desk
CIK 2057465 · Q4 2024 $66M book
BOOK-LIGHT · POS-FOCUS · CONC-MID · LEAD-HEAVY · PHOTO-FINISH · TREND-FLAT · FY-SNAPSHOT
- BOOK-LIGHT #324/360
- POS-FOCUS 59 names
- CONC-MID 29% top-5
- LEAD-HEAVY 9.2% top
- PHOTO-FINISH KW WEALTH
- TREND-FLAT Book steady
- FY-SNAPSHOT Q4 2024
Photo-finish peer on reported book: KW WEALTH MANAGEMENT LLC
Read with: Institutional investor types - Manager type shapes what a 13F book represents — RIAs, hedge funds, and banks file the same form differently.
Reported-book neighbourhood · Lakeshore Capital Group, Inc.
Nearest tracked filers by aggregate 13F reported book, not a full corpus reprint.
How the reported book breaks down
$66.1M decomposed into the top 5 reported positions (shown below) versus every other disclosed position.
Top Reported Holdings
| # | Security | Value | % of book |
|---|---|---|---|
| 1 | INVESCO QQQ TR | $6.1M | 9.2% |
| 2 | ISHARES TR | $4.4M | 6.7% |
| 3 | SPDR DOW JONES INDL AVERAGE | $3.3M | 5.0% |
| 4 | AMAZON COM INC | $2.8M | 4.3% |
| 5 | COSTCO WHSL CORP NEW | $2.8M | 4.2% |
| 6 | APPLE INC | $2.4M | 3.6% |
| 7 | TAIWAN SEMICONDUCTOR MFG LTD | $2.2M | 3.4% |
| 8 | BERKSHIRE HATHAWAY INC DEL | $1.8M | 2.7% |
| 9 | AMERICAN EXPRESS CO | $1.7M | 2.6% |
| 10 | MICROSOFT CORP | $1.6M | 2.5% |
| 11 | META PLATFORMS INC | $1.5M | 2.3% |
| 12 | PROCTER AND GAMBLE CO | $1.5M | 2.2% |
| 13 | COCA COLA CO | $1.5M | 2.2% |
| 14 | NETFLIX INC | $1.4M | 2.2% |
| 15 | TESLA INC | $1.4M | 2.1% |
| 16 | GOLDMAN SACHS GROUP INC | $1.4M | 2.0% |
| 17 | WALMART INC | $1.3M | 2.0% |
| 18 | ALPHABET INC | $1.2M | 1.9% |
| 19 | ALIBABA GROUP HLDG LTD | $1.2M | 1.8% |
| 20 | JPMORGAN CHASE & CO. | $1.1M | 1.7% |
| 21 | VISA INC | $1.0M | 1.6% |
| 22 | ISHARES TR | $1.0M | 1.6% |
| 23 | JOHNSON & JOHNSON | $999K | 1.5% |
| 24 | ISHARES TR | $920K | 1.4% |
| 25 | AT&T INC | $906K | 1.4% |
Latest Quarter Trades · Q4 2024
New positions (59)
Frequently Asked Questions
- How big is Lakeshore Capital Group, Inc.'s 13F portfolio?
- Lakeshore Capital Group, Inc. reports $66.1M of long US-equity positions across 59 securities as of Q4 2024. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
- Where does Lakeshore Capital Group, Inc. sit among tracked 13F filers?
- According to SEC Form 13F-HR filings in this corpus, Lakeshore Capital Group, Inc. ranks #324 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
- What is Lakeshore Capital Group, Inc.'s largest position?
- Lakeshore Capital Group, Inc.'s largest reported position is INVESCO QQQ TR at $6.1M, about 9.2% of its reported book as of Q4 2024.
- What did Lakeshore Capital Group, Inc. trade last quarter?
- In its Q4 2024 filing, Lakeshore Capital Group, Inc. opened 59 new positions. Each change is drawn from a line in the firm's 13F-HR filing and can be verified on SEC EDGAR.
Nationwide filers with similar book size or holding count
Two 13F-derived peer sets for Lakeshore Capital Group, Inc.: nearest reported book value and nearest holding inventory, not catalog browse links.
Similar reported book
Nearest filers by reported long-equity book ($66.1M here).
Similar holding count
Nearest filers by number of disclosed positions (59 here).
Using this filing
- The rankings sort every tracked filer the same way Lakeshore Capital Group, Inc. was placed above, so you can see exactly how the rest of the field compares. View the rankings
- KW WEALTH MANAGEMENT LLC reported the nearest book value ($65.9M) this quarter, a useful scale comparison for Lakeshore Capital Group, Inc.. Compare filers
- 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology
Form 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2024 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.