Lakeside Advisors

Lakeside Advisors as of June 30, 2025

Portfolio Holdings for Lakeside Advisors

Lakeside Advisors holds 62 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 27.7 $43M 86k 497.41
Berkshire Hathaway Inc Del Cl B New (BRK.B) 9.4 $15M 30k 485.77
Costco Wholesale Corporation (COST) 8.6 $13M 14k 989.93
Nucor Corporation (NUE) 4.0 $6.2M 48k 129.54
Procter & Gamble Company (PG) 3.8 $5.9M 37k 159.32
Vanguard Index Fds Total Stk Mkt (VTI) 3.4 $5.3M 18k 303.93
Us Bancorp Del Com New (USB) 2.9 $4.5M 99k 45.25
3M Company (MMM) 2.8 $4.3M 29k 152.24
Waste Management (WM) 2.8 $4.3M 19k 228.82
Expeditors International of Washington (EXPD) 2.4 $3.7M 32k 114.25
Johnson & Johnson (JNJ) 2.3 $3.5M 23k 152.75
Paccar (PCAR) 2.1 $3.2M 34k 95.06
Abbvie (ABBV) 1.9 $3.0M 16k 185.62
Ge Aerospace Com New (GE) 1.9 $2.9M 11k 257.39
NVIDIA Corporation (NVDA) 1.5 $2.4M 15k 157.99
Starbucks Corporation (SBUX) 1.4 $2.2M 24k 91.63
At&t (T) 1.4 $2.1M 74k 28.94
Kroger (KR) 1.3 $2.1M 29k 71.73
Apple (AAPL) 1.1 $1.7M 8.5k 205.16
Home Depot (HD) 1.1 $1.7M 4.7k 366.64
Exxon Mobil Corporation (XOM) 0.9 $1.5M 14k 107.80
Davis Fundamental Etf Tr Selct Intl Etf (DINT) 0.9 $1.4M 56k 25.86
Novo-nordisk A S Adr (NVO) 0.8 $1.3M 19k 69.02
Ge Vernova (GEV) 0.8 $1.2M 2.3k 529.15
McDonald's Corporation (MCD) 0.8 $1.2M 4.1k 292.17
Medtronic SHS (MDT) 0.8 $1.2M 13k 87.17
Chubb (CB) 0.7 $1.2M 4.0k 289.72
Constellation Energy (CEG) 0.7 $1.1M 3.3k 322.76
Gilead Sciences (GILD) 0.7 $1.0M 9.4k 110.87
Columbia Etf Tr I Multi Sec Muni (MUST) 0.5 $805k 40k 20.12
FedEx Corporation (FDX) 0.5 $742k 3.3k 227.29
Lowe's Companies (LOW) 0.5 $713k 3.2k 221.87
CSX Corporation (CSX) 0.5 $705k 22k 32.63
Boeing Company (BA) 0.5 $700k 3.3k 209.53
Caterpillar (CAT) 0.4 $694k 1.8k 388.29
Exelon Corporation (EXC) 0.4 $658k 15k 43.42
Cisco Systems (CSCO) 0.4 $591k 8.5k 69.38
Wells Fargo & Company (WFC) 0.4 $583k 7.3k 80.12
Qualcomm (QCOM) 0.3 $526k 3.3k 159.28
Solventum Corp Com Shs (SOLV) 0.3 $493k 6.5k 75.84
Guinness Atkinson Fds Smartetfs Divid (DIVS) 0.3 $445k 15k 30.79
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $426k 750.00 568.03
Amazon (AMZN) 0.3 $421k 1.9k 219.39
Mastercard Incorporated Cl A (MA) 0.3 $407k 725.00 561.94
JPMorgan Chase & Co. (JPM) 0.3 $396k 1.4k 289.85
Eli Lilly & Co. (LLY) 0.2 $372k 477.00 779.53
Amgen (AMGN) 0.2 $364k 1.3k 279.27
Mondelez Intl Cl A (MDLZ) 0.2 $355k 5.3k 67.43
Alphabet Cap Stk Cl C (GOOG) 0.2 $348k 2.0k 177.39
Ge Healthcare Technologies I Common Stock (GEHC) 0.2 $328k 4.4k 74.07
Investment Managers Ser Tr I Fpa Gbl Eqty Etf (FPAG) 0.2 $326k 9.6k 34.00
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $322k 1.6k 204.67
Chevron Corporation (CVX) 0.2 $286k 2.0k 143.19
Guinness Atkinson Fds Sustnbl Enrgy Ii (SOLR) 0.2 $279k 10k 27.62
Pfizer (PFE) 0.2 $278k 12k 24.24
Washington Federal (WAFD) 0.2 $257k 8.8k 29.28
Capital Grp Fixed Incm Etf T Short Duration M (CGSM) 0.2 $248k 9.5k 26.08
Nike CL B (NKE) 0.2 $245k 3.5k 71.04
Guinness Atkinson Fds Smartetfs Asia (ADIV) 0.2 $245k 14k 17.63
Verizon Communications (VZ) 0.1 $224k 5.2k 43.27
Bristol Myers Squibb (BMY) 0.1 $204k 4.4k 46.29
Microvision Inc Del Com New (MVIS) 0.1 $117k 103k 1.14