Lakeside Advisors

Lakeside Advisors as of Sept. 30, 2025

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
Berkshire Hathaway Inc Del Cl B New (BRK.B) 9.4 $15M 29k 502.74
Costco Wholesale Corporation (COST) 7.9 $13M 14k 925.63
Nucor Corporation (NUE) 4.1 $6.4M 47k 135.43
Vanguard Index Fds Total Stk Mkt (VTI) 3.6 $5.7M 18k 328.17
Procter & Gamble Company (PG) 3.6 $5.6M 37k 153.65
Us Bancorp Del Com New (USB) 2.9 $4.7M 96k 48.33
Johnson & Johnson (JNJ) 2.6 $4.1M 22k 185.42
Waste Management (WM) 2.6 $4.1M 18k 220.83
Expeditors International of Washington (EXPD) 2.4 $3.8M 31k 122.59
Abbvie (ABBV) 2.3 $3.6M 16k 231.54
3M Company (MMM) 2.2 $3.5M 23k 155.18
Ge Aerospace Com New (GE) 2.2 $3.4M 11k 300.83
Paccar (PCAR) 2.1 $3.3M 34k 98.32
NVIDIA Corporation (NVDA) 1.4 $2.2M 12k 186.58
Apple (AAPL) 1.3 $2.1M 8.3k 254.62
Starbucks Corporation (SBUX) 1.3 $2.0M 24k 84.60
At&t (T) 1.3 $2.0M 70k 28.24
Home Depot (HD) 1.2 $1.9M 4.7k 405.19
Kroger (KR) 1.2 $1.9M 28k 67.41
Exxon Mobil Corporation (XOM) 1.0 $1.5M 14k 112.75
Davis Fundamental Etf Tr Selct Intl Etf (DINT) 1.0 $1.5M 55k 27.98
Ge Vernova (GEV) 0.9 $1.4M 2.3k 614.90
Medtronic SHS (MDT) 0.8 $1.3M 13k 95.24
McDonald's Corporation (MCD) 0.8 $1.3M 4.1k 303.89
Chubb (CB) 0.7 $1.1M 3.9k 282.25
Gilead Sciences (GILD) 0.6 $1.0M 9.2k 111.00
Constellation Energy (CEG) 0.6 $1.0M 3.1k 329.07
Novo-nordisk A S Adr (NVO) 0.6 $991k 18k 55.49
Caterpillar (CAT) 0.5 $853k 1.8k 477.19
Lowe's Companies (LOW) 0.5 $807k 3.2k 251.31
CSX Corporation (CSX) 0.5 $767k 22k 35.51
FedEx Corporation (FDX) 0.5 $747k 3.2k 235.78
Columbia Etf Tr I Multi Sec Muni (MUST) 0.5 $746k 36k 20.53
Boeing Company (BA) 0.5 $721k 3.3k 215.83
Exelon Corporation (EXC) 0.4 $631k 14k 45.01
Wells Fargo & Company (WFC) 0.4 $610k 7.3k 83.82
Cisco Systems (CSCO) 0.4 $583k 8.5k 68.42
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $524k 855.00 612.38
Qualcomm (QCOM) 0.3 $500k 3.0k 166.38
Alphabet Cap Stk Cl C (GOOG) 0.3 $477k 2.0k 243.55
Guinness Atkinson Fds Smartetfs Divid (DIVS) 0.3 $467k 15k 31.12
Solventum Corp Com Shs (SOLV) 0.3 $461k 6.3k 73.00
Amazon (AMZN) 0.3 $422k 1.9k 219.57
Mastercard Incorporated Cl A (MA) 0.3 $412k 725.00 568.81
JPMorgan Chase & Co. (JPM) 0.3 $399k 1.3k 315.49
Amgen (AMGN) 0.2 $369k 1.3k 282.30
Eli Lilly & Co. (LLY) 0.2 $364k 477.00 763.00
Investment Managers Ser Tr I Fpa Gbl Eqty Etf (FPAG) 0.2 $344k 9.6k 35.84
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $339k 1.6k 215.79
Ge Healthcare Technologies I Common Stock (GEHC) 0.2 $333k 4.4k 75.10
Chevron Corporation (CVX) 0.2 $311k 2.0k 155.30
Mondelez Intl Cl A (MDLZ) 0.2 $304k 4.9k 62.46
Pfizer (PFE) 0.2 $280k 11k 25.48
Guinness Atkinson Fds Sustnbl Enrgy Ii (SOLR) 0.2 $269k 8.8k 30.55
Washington Federal (WAFD) 0.2 $259k 8.5k 30.29
Capital Grp Fixed Incm Etf T Short Duration M (CGSM) 0.2 $250k 9.5k 26.36
Nike CL B (NKE) 0.2 $241k 3.5k 69.73
Tesla Motors (TSLA) 0.2 $238k 535.00 444.72
Investment Managers Ser Tr I Axs Knowledge Le (KNO) 0.1 $230k 4.6k 50.49
Verizon Communications (VZ) 0.1 $228k 5.2k 43.95
Guinness Atkinson Fds Smartetfs Asia (ADIV) 0.1 $226k 13k 18.11
Microvision Inc Del Com New (MVIS) 0.1 $127k 103k 1.24