Lakeshore Capital Group, Inc.
Annual return '25
+14.5%
SPY '25
+17.7%
Alpha
-3.2ptsvs SPY
Invested
$122.5M
Holdings
75
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES TR
Q4 2025: Increased +119.7% (19.4k → 42.6k shares)
11.4%
02
$NDQ
INVESCO QQQ TR
Q4 2025: Increased +1.7% (16.9k → 17.2k shares)
8.2%
03
$GARP
ISHARES TR
Q4 2025: Increased +3.6% (101.7k → 105.3k shares)
5.7%
04
$FCOR
FIDELITY MERRIMACK STR TR
Q4 2025: Increased +228.4% (44.8k → 147.2k shares)
3.3%
05
$TSM
TAIWAN SEMICONDUCTOR MANUFAC
Q3 2025: Increased +2.6% (9.9k → 10.1k shares)
2.8%
06
$XLU
SELECT SECTOR SPDR TR
Q4 2025: Increased +116.7% (33.1k → 71.7k shares)
2.7%
07
$COST
COSTCO WHOLESALE CORPORATION
Q4 2024: New position (3.0k shares)
2.6%
08
$BAB
INVESCO EXCH TRADED FD TR II
Q4 2025: Sold 67.6% (174.6k → 56.5k shares)
2.6%
09
$AAPL
APPLE INC
Q4 2025: Increased +1.9% (11.9k → 12.1k shares)
2.5%
10
$GOOGL
ALPHABET INC
Q4 2025: Increased +2.0% (10.5k → 10.7k shares)
2.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:46 UTC.