Lakeshore-Capital-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ACN",
  "ABT",
  null,
  "ADBE",
  "BABA",
  "GOOGL",
  "AXP",
  "T",
  "HON",
  "HD",
  "MCD",
  null,
  "MUB",
  "META",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MA",
  "MSFT",
  "BX",
  "KHC",
  null,
  null,
  "EEM",
  null,
  "IVV",
  null,
  null,
  "IYR",
  "UNH",
  "AAPL",
  "NVDA",
  "GS",
  "INTC",
  "PG",
  "MRK",
  "VZ",
  "SYK",
  "SBUX",
  "TMO",
  null,
  "TSM",
  null,
  "AMZN",
  null,
  "V",
  "WMT",
  "YUM",
  "JD",
  null,
  "DIA",
  null,
  null,
  "BAC",
  "BRK-B",
  "CVX",
  "CMG",
  "KO",
  "CMCSA",
  "COST",
  "DLR",
  "IWB",
  "NKE",
  "QQQ",
  "IWM",
  "DIS",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-10
Total Holdings: 75
Total Value: 103675986
Accession Number: 0001085146-25-001998
Form Type: 13F-HR
CIK: lakeshore-capital-group
Manager Name: Lakeshore-Capital-Group

Data Enrichment

73% identified

55 identified20 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

75 positions • $103.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 2 of 4

Sort by:

NETFLIX INC

NFLX|64110L106

Shares:1.6K

Value:$1.5M

% of Portfolio:1.4% ($1.5M/$103.7M)

464288588

Shares:15.2K

Value:$1.4M

% of Portfolio:1.4% ($1.4M/$103.7M)

Alphabet Inc.

GOOGL|02079K305

Shares:8.8K

Value:$1.4M

% of Portfolio:1.3% ($1.4M/$103.7M)

Walmart Inc.

WMT|931142103

Shares:14.9K

Value:$1.3M

% of Portfolio:1.3% ($1.3M/$103.7M)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:2.4K

Value:$1.3M

% of Portfolio:1.3% ($1.3M/$103.7M)

VISA INC.

V|92826C839

Shares:3.5K

Value:$1.2M

% of Portfolio:1.2% ($1.2M/$103.7M)

464287234

EEM|464287234

Shares:27.7K

Value:$1.2M

% of Portfolio:1.2% ($1.2M/$103.7M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:7.3K

Value:$1.2M

% of Portfolio:1.2% ($1.2M/$103.7M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:4.8K

Value:$1.2M

% of Portfolio:1.1% ($1.2M/$103.7M)

AT&T INC.

T|00206R102

Shares:40.4K

Value:$1.1M

% of Portfolio:1.1% ($1.1M/$103.7M)

46434V738

Shares:18.6K

Value:$1.1M

% of Portfolio:1.1% ($1.1M/$103.7M)

464287580

Shares:12.6K

Value:$1.1M

% of Portfolio:1.1% ($1.1M/$103.7M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:23.1K

Value:$1.0M

% of Portfolio:1.0% ($1.0M/$103.7M)

464287655

IWM|464287655

Shares:4.9K

Value:$978.6K

% of Portfolio:0.9% ($978.6K/$103.7M)

464287762

Shares:15.7K

Value:$955.2K

% of Portfolio:0.9% ($955.2K/$103.7M)

Tesla, Inc.

TSLA|88160R101

Shares:3.6K

Value:$923.7K

% of Portfolio:0.9% ($923.7K/$103.7M)

ABBOTT LABORATORIES

ABT|002824100

Shares:6.9K

Value:$920.8K

% of Portfolio:0.9% ($920.8K/$103.7M)

464287713

Shares:33.0K

Value:$903.5K

% of Portfolio:0.9% ($903.5K/$103.7M)

STRYKER CORP

SYK|863667101

Shares:2.4K

Value:$892.0K

% of Portfolio:0.9% ($892.0K/$103.7M)

ELI LILLY & Co

LLY|532457108

Shares:1.0K

Value:$846.8K

% of Portfolio:0.8% ($846.8K/$103.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
NETFLIX INC(NFLXcusip64110L106)	1.6K	QoQ +0.62% (+10) YoY-	All Managers (Combined)	$1.5M	1.4% ($1.5M/$103.7M)	QoQ +5.27% (+$75.3K) YoY-
(cusip464288588)✕	15.2K	QoQ NEW(+15.2K) YoY-	All Managers (Combined)	$1.4M	1.4% ($1.4M/$103.7M)	QoQ NEW(+$1.4M) YoY-
Alphabet Inc.(GOOGLcusip02079K305)	8.8K	QoQ +34.40% (+2.2K) YoY-	All Managers (Combined)	$1.4M	1.3% ($1.4M/$103.7M)	QoQ +9.81% (+$120.9K) YoY-
Walmart Inc.(WMTcusip931142103)	14.9K	QoQ +2.02% (-296) YoY-	All Managers (Combined)	$1.3M	1.3% ($1.3M/$103.7M)	QoQ -0.86% (-$11.5K) YoY-
GOLDMAN SACHS GROUP INC(GScusip38141G104)	2.4K	QoQ +0.80% (-19) YoY-	All Managers (Combined)	$1.3M	1.3% ($1.3M/$103.7M)	QoQ -3.82% (-$51.8K) YoY-
VISA INC.(Vcusip92826C839)	3.5K	QoQ +4.64% (+154) YoY-	All Managers (Combined)	$1.2M	1.2% ($1.2M/$103.7M)	QoQ +16.03% (+$168.0K) YoY-
(EEMcusip464287234)	27.7K	QoQ NEW(+27.7K) YoY-	All Managers (Combined)	$1.2M	1.2% ($1.2M/$103.7M)	QoQ NEW(+$1.2M) YoY-
JOHNSON & JOHNSON(JNJcusip478160104)	7.3K	QoQ +5.24% (+362) YoY-	All Managers (Combined)	$1.2M	1.2% ($1.2M/$103.7M)	QoQ +20.67% (+$206.5K) YoY-
JPMORGAN CHASE & CO(JPMcusip46625H100)	4.8K	QoQ +0.86% (+41) YoY-	All Managers (Combined)	$1.2M	1.1% ($1.2M/$103.7M)	QoQ +3.21% (+$36.7K) YoY-
AT&T INC.(Tcusip00206R102)	40.4K	QoQ +1.66% (+662) YoY-	All Managers (Combined)	$1.1M	1.1% ($1.1M/$103.7M)	QoQ +26.26% (+$237.9K) YoY-
(cusip46434V738)✕	18.6K	QoQ -4.01% (-777) YoY-	All Managers (Combined)	$1.1M	1.1% ($1.1M/$103.7M)	QoQ +6.95% (-$72.7K) YoY-
(cusip464287580)✕	12.6K	QoQ NEW(+12.6K) YoY-	All Managers (Combined)	$1.1M	1.1% ($1.1M/$103.7M)	QoQ NEW(+$1.1M) YoY-
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	23.1K	QoQ +2.56% (+579) YoY-	All Managers (Combined)	$1.0M	1.0% ($1.0M/$103.7M)	QoQ +16.33% (+$147.4K) YoY-
(IWMcusip464287655)	4.9K	QoQ -75.60% (-15.2K) YoY-	All Managers (Combined)	$978.6K	0.9% ($978.6K/$103.7M)	QoQ -77.97% (-$3.5M) YoY-
(cusip464287762)✕	15.7K	QoQ NEW(+15.7K) YoY-	All Managers (Combined)	$955.2K	0.9% ($955.2K/$103.7M)	QoQ NEW(+$955.2K) YoY-
Tesla, Inc.(TSLAcusip88160R101)	3.6K	QoQ +2.00% (-70) YoY-	All Managers (Combined)	$923.7K	0.9% ($923.7K/$103.7M)	QoQ -34.53% (-$487.3K) YoY-
ABBOTT LABORATORIES(ABTcusip002824100)	6.9K	QoQ +1.86% (+127) YoY-	All Managers (Combined)	$920.8K	0.9% ($920.8K/$103.7M)	QoQ +19.46% (+$150.1K) YoY-
(cusip464287713)✕	33.0K	QoQ -3.84% (-1.3K) YoY-	All Managers (Combined)	$903.5K	0.9% ($903.5K/$103.7M)	QoQ -1.84% (-$17.0K) YoY-
STRYKER CORP(SYKcusip863667101)	2.4K	QoQ +1.52% (+36) YoY-	All Managers (Combined)	$892.0K	0.9% ($892.0K/$103.7M)	QoQ +4.95% (+$42.1K) YoY-
ELI LILLY & Co(LLYcusip532457108)	1.0K	QoQ +1.48% (+15) YoY-	All Managers (Combined)	$846.8K	0.8% ($846.8K/$103.7M)	QoQ +8.64% (+$67.4K) YoY-