Lakeside Advisors
Latest statistics and disclosures from Lakeside Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, BRK.B, COST, NUE, VTI, and represent 53.06% of Lakeside Advisors's stock portfolio.
- Added to shares of these 10 stocks: TSLA, KNO, VOO, DIVS, PCAR, AMGN, CAT, XOM, CSCO, CVX.
- Started 2 new stock positions in KNO, TSLA.
- Reduced shares in these 10 stocks: MMM, NVDA, MSFT, BRK.B, BMY, USB, JNJ, WM, EXPD, T.
- Sold out of its position in BMY.
- Lakeside Advisors was a net seller of stock by $-3.3M.
- Lakeside Advisors has $158M in assets under management (AUM), dropping by 1.87%.
- Central Index Key (CIK): 0001913467
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Portfolio Holdings for Lakeside Advisors
Lakeside Advisors holds 63 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 28.1 | $44M | 86k | 517.95 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 9.4 | $15M | 29k | 502.74 |
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| Costco Wholesale Corporation (COST) | 7.9 | $13M | 14k | 925.63 |
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| Nucor Corporation (NUE) | 4.1 | $6.4M | 47k | 135.43 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 3.6 | $5.7M | 18k | 328.17 |
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| Procter & Gamble Company (PG) | 3.6 | $5.6M | 37k | 153.65 |
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| Us Bancorp Del Com New (USB) | 2.9 | $4.7M | -3% | 96k | 48.33 |
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| Johnson & Johnson (JNJ) | 2.6 | $4.1M | -3% | 22k | 185.42 |
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| Waste Management (WM) | 2.6 | $4.1M | -2% | 18k | 220.83 |
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| Expeditors International of Washington (EXPD) | 2.4 | $3.8M | -2% | 31k | 122.59 |
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| Abbvie (ABBV) | 2.3 | $3.6M | -2% | 16k | 231.54 |
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| 3M Company (MMM) | 2.2 | $3.5M | -20% | 23k | 155.18 |
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| Ge Aerospace Com New (GE) | 2.2 | $3.4M | 11k | 300.83 |
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| Paccar (PCAR) | 2.1 | $3.3M | 34k | 98.32 |
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| NVIDIA Corporation (NVDA) | 1.4 | $2.2M | -20% | 12k | 186.58 |
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| Apple (AAPL) | 1.3 | $2.1M | -2% | 8.3k | 254.62 |
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| Starbucks Corporation (SBUX) | 1.3 | $2.0M | 24k | 84.60 |
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| At&t (T) | 1.3 | $2.0M | -4% | 70k | 28.24 |
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| Home Depot (HD) | 1.2 | $1.9M | 4.7k | 405.19 |
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| Kroger (KR) | 1.2 | $1.9M | -2% | 28k | 67.41 |
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| Exxon Mobil Corporation (XOM) | 1.0 | $1.5M | 14k | 112.75 |
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| Davis Fundamental Etf Tr Selct Intl Etf (DINT) | 1.0 | $1.5M | -2% | 55k | 27.98 |
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| Ge Vernova (GEV) | 0.9 | $1.4M | 2.3k | 614.90 |
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| Medtronic SHS (MDT) | 0.8 | $1.3M | 13k | 95.24 |
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| McDonald's Corporation (MCD) | 0.8 | $1.3M | 4.1k | 303.89 |
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| Chubb (CB) | 0.7 | $1.1M | -3% | 3.9k | 282.25 |
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| Gilead Sciences (GILD) | 0.6 | $1.0M | -2% | 9.2k | 111.00 |
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| Constellation Energy (CEG) | 0.6 | $1.0M | -6% | 3.1k | 329.07 |
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| Novo-nordisk A S Adr (NVO) | 0.6 | $991k | -5% | 18k | 55.49 |
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| Caterpillar (CAT) | 0.5 | $853k | 1.8k | 477.19 |
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| Lowe's Companies (LOW) | 0.5 | $807k | 3.2k | 251.31 |
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| CSX Corporation (CSX) | 0.5 | $767k | 22k | 35.51 |
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| FedEx Corporation (FDX) | 0.5 | $747k | -3% | 3.2k | 235.78 |
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| Columbia Etf Tr I Multi Sec Muni (MUST) | 0.5 | $746k | -9% | 36k | 20.53 |
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| Boeing Company (BA) | 0.5 | $721k | 3.3k | 215.83 |
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| Exelon Corporation (EXC) | 0.4 | $631k | -7% | 14k | 45.01 |
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| Wells Fargo & Company (WFC) | 0.4 | $610k | 7.3k | 83.82 |
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| Cisco Systems (CSCO) | 0.4 | $583k | 8.5k | 68.42 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $524k | +14% | 855.00 | 612.38 |
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| Qualcomm (QCOM) | 0.3 | $500k | -9% | 3.0k | 166.38 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $477k | 2.0k | 243.55 |
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| Guinness Atkinson Fds Smartetfs Divid (DIVS) | 0.3 | $467k | +3% | 15k | 31.12 |
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| Solventum Corp Com Shs (SOLV) | 0.3 | $461k | -2% | 6.3k | 73.00 |
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| Amazon (AMZN) | 0.3 | $422k | 1.9k | 219.57 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $412k | 725.00 | 568.81 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $399k | -7% | 1.3k | 315.49 |
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| Amgen (AMGN) | 0.2 | $369k | 1.3k | 282.30 |
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| Eli Lilly & Co. (LLY) | 0.2 | $364k | 477.00 | 763.00 |
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| Investment Managers Ser Tr I Fpa Gbl Eqty Etf (FPAG) | 0.2 | $344k | 9.6k | 35.84 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $339k | 1.6k | 215.79 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.2 | $333k | 4.4k | 75.10 |
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| Chevron Corporation (CVX) | 0.2 | $311k | 2.0k | 155.30 |
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| Mondelez Intl Cl A (MDLZ) | 0.2 | $304k | -7% | 4.9k | 62.46 |
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| Pfizer (PFE) | 0.2 | $280k | -4% | 11k | 25.48 |
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| Guinness Atkinson Fds Sustnbl Enrgy Ii (SOLR) | 0.2 | $269k | -12% | 8.8k | 30.55 |
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| Washington Federal (WAFD) | 0.2 | $259k | -2% | 8.5k | 30.29 |
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| Capital Grp Fixed Incm Etf T Short Duration M (CGSM) | 0.2 | $250k | 9.5k | 26.36 |
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| Nike CL B (NKE) | 0.2 | $241k | 3.5k | 69.73 |
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| Tesla Motors (TSLA) | 0.2 | $238k | NEW | 535.00 | 444.72 |
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| Investment Managers Ser Tr I Axs Knowledge Le (KNO) | 0.1 | $230k | NEW | 4.6k | 50.49 |
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| Verizon Communications (VZ) | 0.1 | $228k | 5.2k | 43.95 |
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| Guinness Atkinson Fds Smartetfs Asia (ADIV) | 0.1 | $226k | -10% | 13k | 18.11 |
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| Microvision Inc Del Com New (MVIS) | 0.1 | $127k | 103k | 1.24 |
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Past Filings by Lakeside Advisors
SEC 13F filings are viewable for Lakeside Advisors going back to 2021
- Lakeside Advisors 2025 Q3 filed Oct. 27, 2025
- Lakeside Advisors 2025 Q2 filed July 23, 2025
- Lakeside Advisors 2025 Q1 filed April 30, 2025
- Lakeside Advisors 2024 Q4 filed Feb. 3, 2025
- Lakeside Advisors 2024 Q3 filed Oct. 29, 2024
- Lakeside Advisors 2024 Q2 filed July 30, 2024
- Lakeside Advisors 2024 Q1 filed April 29, 2024
- Lakeside Advisors 2023 Q4 filed Jan. 30, 2024
- Lakeside Advisors 2023 Q3 filed Oct. 20, 2023
- Lakeside Advisors 2023 Q2 filed Aug. 3, 2023
- Lakeside Advisors 2023 Q1 filed May 4, 2023
- Lakeside Advisors 2022 Q4 filed Feb. 9, 2023
- Lakeside Advisors 2022 Q3 filed Nov. 10, 2022
- Lakeside Advisors 2022 Q2 filed Aug. 9, 2022
- Lakeside Advisors 2022 Q1 filed May 4, 2022
- Lakeside Advisors 2021 Q4 filed March 8, 2022