Lakeside Advisors

Lakeside Advisors as of Dec. 31, 2025

Portfolio Holdings for Lakeside Advisors

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 26.3 $41M 85k 483.62
Berkshire Hathaway Inc Del Cl B New (BRK.B) 9.1 $14M 28k 502.65
Costco Wholesale Corporation (COST) 7.3 $11M 13k 862.34
Nucor Corporation (NUE) 4.9 $7.6M 47k 163.11
Vanguard Index Fds Total Stk Mkt (VTI) 3.7 $5.9M 18k 335.27
Procter & Gamble Company (PG) 3.4 $5.4M 38k 143.31
Us Bancorp Del Com New (USB) 3.2 $5.0M 93k 53.36
Expeditors International of Washington (EXPD) 2.9 $4.6M 31k 149.01
Johnson & Johnson (JNJ) 2.9 $4.5M 22k 206.95
Waste Management (WM) 2.6 $4.0M 18k 219.71
Paccar (PCAR) 2.4 $3.7M 34k 109.51
Abbvie (ABBV) 2.3 $3.6M 16k 228.49
3M Company (MMM) 2.3 $3.6M 22k 160.10
Ge Aerospace Com New (GE) 2.2 $3.5M 11k 308.04
Apple (AAPL) 1.4 $2.2M 8.0k 271.85
NVIDIA Corporation (NVDA) 1.4 $2.2M 12k 186.50
Starbucks Corporation (SBUX) 1.1 $1.8M 21k 84.21
Kroger (KR) 1.1 $1.7M 28k 62.48
At&t (T) 1.1 $1.7M 70k 24.84
Exxon Mobil Corporation (XOM) 1.0 $1.6M 14k 120.34
Davis Fundamental Etf Tr Selct Intl Etf (DINT) 1.0 $1.6M 55k 28.50
Home Depot (HD) 1.0 $1.5M 4.5k 344.10
Ge Vernova (GEV) 0.9 $1.4M 2.2k 653.57
McDonald's Corporation (MCD) 0.8 $1.3M 4.1k 305.63
Chubb (CB) 0.8 $1.2M 3.9k 312.12
Medtronic SHS (MDT) 0.7 $1.1M 12k 96.06
Gilead Sciences (GILD) 0.7 $1.1M 9.1k 122.75
Constellation Energy (CEG) 0.7 $1.1M 3.0k 353.27
Caterpillar (CAT) 0.7 $1.0M 1.8k 572.78
Novo-nordisk A S Adr (NVO) 0.6 $880k 17k 50.88
FedEx Corporation (FDX) 0.6 $872k 3.0k 288.82
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $818k 1.3k 627.13
CSX Corporation (CSX) 0.5 $783k 22k 36.25
Lowe's Companies (LOW) 0.5 $775k 3.2k 241.16
Boeing Company (BA) 0.5 $758k 3.5k 217.12
Columbia Etf Tr I Multi Sec Muni (MUST) 0.5 $749k 36k 20.61
Wells Fargo & Company (WFC) 0.4 $701k 7.5k 93.20
Cisco Systems (CSCO) 0.4 $657k 8.5k 77.03
Alphabet Cap Stk Cl C (GOOG) 0.4 $607k 1.9k 313.80
Exelon Corporation (EXC) 0.4 $604k 14k 43.59
Eli Lilly & Co. (LLY) 0.4 $550k 512.00 1074.68
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $525k 2.4k 219.78
Qualcomm (QCOM) 0.3 $514k 3.0k 171.06
Guinness Atkinson Fds Dividend Builder (DIVS) 0.3 $464k 15k 30.93
Amazon (AMZN) 0.3 $443k 1.9k 230.82
Amgen (AMGN) 0.3 $439k 1.3k 327.39
JPMorgan Chase & Co. (JPM) 0.3 $408k 1.3k 322.17
Solventum Corp Com Shs (SOLV) 0.2 $387k 4.9k 79.24
Ge Healthcare Technologies I Common Stock (GEHC) 0.2 $361k 4.4k 82.02
Investment Managers Ser Tr I Fpa Gbl Eqty Etf (FPAG) 0.2 $356k 9.6k 37.10
Tesla Motors (TSLA) 0.2 $340k 755.00 449.72
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.2 $331k 1.6k 204.85
Mondelez Intl Cl A (MDLZ) 0.2 $306k 5.7k 53.83
Chevron Corporation (CVX) 0.2 $305k 2.0k 152.43
Capital Grp Fixed Incm Etf T Short Duration M (CGSM) 0.2 $303k 12k 26.34
Guinness Atkinson Fds Sustainable Ener (SOLR) 0.2 $272k 8.8k 30.90
Pfizer (PFE) 0.2 $251k 10k 24.90
Washington Federal (WAFD) 0.2 $248k 7.8k 32.03
Bristol Myers Squibb (BMY) 0.2 $246k 4.6k 53.94
Investment Managers Ser Tr I Axs Knowledge Le (KNO) 0.1 $233k 4.6k 51.28
Guinness Atkinson Fds Asia Pacific Div (ADIV) 0.1 $227k 13k 18.13
Microvision Inc Del Com New (MVIS) 0.1 $85k 103k 0.83