Lakeshore Capital Group, Inc.
CIK 2057465 · Holdings on Dec 31, 2024 · First reported Feb 26, 2025
Top ten holdings
Q4 2024- QQQ9.19%
- IWM6.72%
- DIA5.00%
- AMZN4.29%
- COST4.19%
- AAPL3.57%
- TSM3.36%
- BRK.B2.69%
- AXP2.62%
- MSFT2.46%
Share classes counted separately44.09%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | QQQINVESCO QQQ TRUST SERIES 1UNIT SER 1 View history and evidence | $6.08M | 9.19% | 11.88K shares | Prior unavailable — | — | ↗▾ |
| 02 | IWMISHARES RUSSELL 2000 ETFRUSSELL 2000 ETF View history and evidence | $4.44M | 6.72% | 20.11K shares | Prior unavailable — | — | ↗▾ |
| 03 | DIASS SPDR DOW JONES INDUS AVGUT SER 1 View history and evidence | $3.31M | 5.00% | 7.78K shares | Prior unavailable — | — | ↗▾ |
| 04 | AMZNAMAZON.COM INC View history and evidence | $2.84M | 4.29% | 12.93K shares | Prior unavailable — | — | ↗▾ |
| 05 | COSTCOSTCO WHOLESALE CORP View history and evidence | $2.77M | 4.19% | 3.02K shares | Prior unavailable — | — | ↗▾ |
| 06 | AAPLAPPLE INC View history and evidence | $2.36M | 3.57% | 9.43K shares | Prior unavailable — | — | ↗▾ |
| 07 | TSMTAIWAN SEMICONDUCTOR-SP ADRSPONSORED ADS View history and evidence | $2.23M | 3.36% | 11.27K shares | Prior unavailable — | — | ↗▾ |
| 08 | BRK.BBERKSHIRE HATHAWAY INC-CL BCL B NEW View history and evidence | $1.78M | 2.69% | 3.92K shares | Prior unavailable — | — | ↗▾ |
| 09 | AXPAMERICAN EXPRESS CO View history and evidence | $1.73M | 2.62% | 5.84K shares | Prior unavailable — | — | ↗▾ |
| 10 | MSFTMICROSOFT CORP View history and evidence | $1.63M | 2.46% | 3.86K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2057465 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-02-26
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 66145381
}Research all 59 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.