Lakeside Advisors

Lakeside Advisors as of March 31, 2026

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