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 47.55% of Lakeside Advisors's stock portfolio.
- Added to shares of these 10 stocks: CGSM, FEOE, ACHV, FRDM, VZ, VIG, AMZN, FPAG, VOO, PG.
- Started 4 new stock positions in FRDM, FEOE, ACHV, VZ.
- Reduced shares in these 10 stocks: ADIV, COST, USB, MSFT, GEV, T, NVO, MCD, GILD, JNJ.
- Sold out of its position in ADIV.
- Lakeside Advisors was a net buyer of stock by $715k.
- Lakeside Advisors has $150M in assets under management (AUM), dropping by -4.18%.
- Central Index Key (CIK): 0001913467
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Portfolio Holdings for Lakeside Advisors
Lakeside Advisors holds 65 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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| Microsoft Corporation (MSFT) | 20.9 | $31M | 85k | 370.17 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 9.0 | $14M | 28k | 479.20 |
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| Costco Wholesale Corporation (COST) | 8.6 | $13M | 13k | 996.44 |
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| Nucor Corporation (NUE) | 5.3 | $7.9M | 47k | 169.10 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 3.7 | $5.6M | 18k | 320.81 |
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| Procter & Gamble Company (PG) | 3.6 | $5.4M | 38k | 144.44 |
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| Johnson & Johnson (JNJ) | 3.5 | $5.3M | 22k | 244.44 |
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| Us Bancorp Com New (USB) | 3.1 | $4.7M | -3% | 90k | 52.01 |
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| Expeditors International of Washington (EXPD) | 2.9 | $4.4M | 31k | 143.23 |
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| Waste Management (WM) | 2.8 | $4.2M | 18k | 229.80 |
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| Paccar (PCAR) | 2.6 | $3.9M | 34k | 115.50 |
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| Abbvie (ABBV) | 2.3 | $3.4M | 16k | 217.49 |
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| 3M Company (MMM) | 2.1 | $3.2M | 22k | 145.23 |
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| Ge Aerospace Com New (GE) | 2.1 | $3.2M | 11k | 283.78 |
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| Exxon Mobil Corporation (XOM) | 1.5 | $2.3M | 14k | 169.67 |
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| NVIDIA Corporation (NVDA) | 1.4 | $2.0M | 12k | 174.40 |
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| Apple (AAPL) | 1.3 | $2.0M | 7.9k | 253.78 |
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| Kroger (KR) | 1.3 | $2.0M | 28k | 72.36 |
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| At&t (T) | 1.3 | $1.9M | -4% | 66k | 28.99 |
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| Starbucks Corporation (SBUX) | 1.3 | $1.9M | 21k | 89.59 |
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| Ge Vernova (GEV) | 1.2 | $1.8M | -6% | 2.0k | 872.90 |
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| Home Depot (HD) | 1.0 | $1.4M | -2% | 4.4k | 328.89 |
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| Davis Fundamental Etf Tr Selct Intl Etf (DINT) | 1.0 | $1.4M | -2% | 53k | 26.92 |
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| Caterpillar (CAT) | 0.9 | $1.3M | 1.8k | 708.52 |
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| McDonald's Corporation (MCD) | 0.8 | $1.2M | -3% | 4.0k | 310.79 |
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| Gilead Sciences (GILD) | 0.8 | $1.2M | -2% | 8.8k | 139.37 |
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| Chubb (CB) | 0.8 | $1.2M | -2% | 3.8k | 325.93 |
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| FedEx Corporation (FDX) | 0.7 | $1.1M | 3.0k | 356.18 |
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| Medtronic SHS (MDT) | 0.7 | $1.0M | 12k | 86.65 |
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| CSX Corporation (CSX) | 0.6 | $887k | 22k | 41.05 |
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| Capital Grp Fixed Incm Etf T Short Duration M (CGSM) | 0.6 | $867k | +186% | 33k | 26.28 |
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| Constellation Energy (CEG) | 0.6 | $848k | 3.0k | 279.25 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $813k | +4% | 1.4k | 597.55 |
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| Lowe's Companies (LOW) | 0.5 | $759k | 3.2k | 236.28 |
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| Columbia Etf Tr I Multi Sec Muni (MUST) | 0.5 | $745k | 36k | 20.51 |
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| Boeing Company (BA) | 0.5 | $701k | 3.5k | 199.03 |
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| Exelon Corporation (EXC) | 0.4 | $667k | 14k | 49.02 |
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| Cisco Systems (CSCO) | 0.4 | $653k | 8.4k | 77.59 |
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| Novo-nordisk A S Adr (NVO) | 0.4 | $586k | -7% | 16k | 36.75 |
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| Wells Fargo & Company (WFC) | 0.4 | $583k | -2% | 7.3k | 79.61 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $578k | +12% | 2.7k | 215.06 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $555k | 1.9k | 286.86 |
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| Rbb Fund Trust First Eagle Over (FEOE) | 0.3 | $500k | NEW | 9.9k | 50.46 |
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| Eli Lilly & Co. (LLY) | 0.3 | $480k | 522.00 | 919.77 |
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| Amgen (AMGN) | 0.3 | $473k | 1.3k | 351.82 |
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| Amazon (AMZN) | 0.3 | $458k | +14% | 2.2k | 208.27 |
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| Guinness Atkinson Fds Dividend Builder (DIVS) | 0.3 | $455k | 15k | 30.35 |
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| Chevron Corporation (CVX) | 0.3 | $415k | 2.0k | 206.92 |
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| Qualcomm (QCOM) | 0.3 | $387k | 3.0k | 128.77 |
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| Investment Managers Ser Tr I Fpa Gbl Eqty Etf (FPAG) | 0.3 | $385k | +10% | 11k | 36.28 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $373k | 1.3k | 294.24 |
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| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.2 | $329k | 1.6k | 203.79 |
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| Mondelez Intl Cl A (MDLZ) | 0.2 | $327k | 5.7k | 57.64 |
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| Achieve Life Sciences (ACHV) | 0.2 | $327k | NEW | 111k | 2.94 |
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| Ea Series Trust Freedom 100 Em (FRDM) | 0.2 | $321k | NEW | 5.9k | 54.65 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.2 | $307k | 4.3k | 71.18 |
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| Solventum Corp Com Shs (SOLV) | 0.2 | $303k | -4% | 4.6k | 65.30 |
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| Tesla Motors (TSLA) | 0.2 | $286k | 770.00 | 371.75 |
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| Pfizer (PFE) | 0.2 | $283k | 10k | 28.08 |
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| Bristol Myers Squibb (BMY) | 0.2 | $276k | 4.6k | 60.65 |
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| Guinness Atkinson Fds Sustainable Ener (SOLR) | 0.2 | $270k | 8.8k | 30.72 |
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| Investment Managers Ser Tr I Axs Knowledge Le (KNO) | 0.2 | $237k | 4.6k | 52.07 |
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| Washington Federal (WAFD) | 0.2 | $236k | -3% | 7.5k | 31.40 |
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| Verizon Communications (VZ) | 0.1 | $220k | NEW | 4.4k | 50.20 |
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| Microvision Inc Del Com New (MVIS) | 0.0 | $66k | 103k | 0.64 |
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Past Filings by Lakeside Advisors
SEC 13F filings are viewable for Lakeside Advisors going back to 2021
- Lakeside Advisors 2026 Q1 filed May 1, 2026
- Lakeside Advisors 2025 Q4 filed Jan. 27, 2026
- 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