Lakeside Advisors

Lakeside Advisors as of June 30, 2026

Portfolio Holdings for Lakeside Advisors

Lakeside Advisors holds 65 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 19.6 $31M 84k 373.02
Berkshire Hathaway Inc Del Cl B New (BRK.B) 8.9 $14M 28k 500.39
Costco Wholesale Corporation (COST) 7.6 $12M 13k 935.48
Nucor Corporation (NUE) 6.4 $10M 45k 222.75
Vanguard Index Fds Total Stk Mkt (VTI) 4.1 $6.5M 18k 370.04
Procter & Gamble Company (PG) 3.5 $5.5M 38k 146.64
Johnson & Johnson (JNJ) 3.5 $5.5M 22k 253.97
Us Bancorp Com New (USB) 3.4 $5.4M 89k 60.40
Expeditors International of Washington (EXPD) 3.1 $5.0M 30k 162.98
Ge Aerospace Com New (GE) 2.6 $4.2M 11k 373.74
Paccar (PCAR) 2.6 $4.1M 34k 120.12
Waste Management (WM) 2.5 $4.0M 18k 222.88
Abbvie (ABBV) 2.4 $3.9M 15k 251.64
3M Company (MMM) 2.2 $3.5M 22k 161.91
Ge Vernova (GEV) 1.5 $2.4M 2.0k 1174.86
NVIDIA Corporation (NVDA) 1.5 $2.3M 12k 200.09
Apple (AAPL) 1.4 $2.3M 7.9k 289.35
Starbucks Corporation (SBUX) 1.3 $2.1M 21k 102.19
Caterpillar (CAT) 1.2 $1.9M 1.8k 1064.61
Exxon Mobil Corporation (XOM) 1.2 $1.8M 14k 136.72
Home Depot (HD) 1.0 $1.5M 4.4k 352.68
Kroger (KR) 1.0 $1.5M 27k 55.53
Davis Fundamental Etf Tr Selct Intl Etf (DINT) 0.9 $1.5M 52k 28.50
At&t (T) 0.9 $1.4M 66k 20.70
Chubb (CB) 0.8 $1.3M 3.8k 340.74
Capital Grp Fixed Incm Etf T Shor Dur Mun Etf (CGSM) 0.7 $1.2M 45k 26.39
Vanguard Specialized Funds Div App Etf (VIG) 0.7 $1.2M 4.9k 236.62
Gilead Sciences (GILD) 0.7 $1.1M 8.8k 126.34
CSX Corporation (CSX) 0.6 $1.0M 22k 47.53
McDonald's Corporation (MCD) 0.6 $1.0M 3.8k 270.31
Cisco Systems (CSCO) 0.6 $988k 8.4k 117.46
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $960k 1.4k 686.81
FedEx Corporation (FDX) 0.6 $920k 2.9k 313.13
Medtronic SHS (MDT) 0.6 $905k 12k 78.23
Rbb Fund Trust Firs Eagl Ov Etf (FEOE) 0.5 $806k 15k 53.40
Novo-nordisk A S Adr (NVO) 0.5 $765k 16k 47.94
Boeing Company (BA) 0.5 $762k 3.5k 216.47
Columbia Etf Tr I Multi Sec Muni (MUST) 0.5 $756k 36k 20.80
Constellation Energy (CEG) 0.5 $738k 3.0k 248.37
Lowe's Companies (LOW) 0.4 $708k 3.2k 220.49
Alphabet Cap Stk Cl C (GOOG) 0.4 $683k 1.9k 353.33
Eli Lilly & Co. (LLY) 0.4 $626k 522.00 1199.43
Exelon Corporation (EXC) 0.4 $592k 13k 46.62
Wells Fargo & Company (WFC) 0.4 $589k 7.1k 82.64
Qualcomm (QCOM) 0.3 $556k 3.0k 184.82
Ea Series Trust Freedom 100 Em (FRDM) 0.3 $553k 7.6k 72.90
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD) 0.3 $548k 11k 52.19
Amazon (AMZN) 0.3 $524k 2.2k 238.34
Guinness Atkinson Fds Divid Bldr Etf (DIVS) 0.3 $492k 15k 32.78
Amgen (AMGN) 0.3 $487k 1.3k 362.03
Investment Managers Ser Tr I Fpa Gbl Eqty Etf (FPAG) 0.3 $426k 11k 40.14
JPMorgan Chase & Co. (JPM) 0.3 $415k 1.3k 327.30
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.2 $354k 1.6k 219.21
Chevron Corporation (CVX) 0.2 $332k 2.0k 165.78
Mondelez Intl Cl A (MDLZ) 0.2 $328k 5.7k 57.84
Tesla Motors (TSLA) 0.2 $324k 770.00 420.60
Exchange Listed Fds Tr Axs Kno Lea Etf (KNO) 0.2 $294k 4.6k 64.67
Bristol Myers Squibb (BMY) 0.2 $277k 4.8k 57.63
Ge Healthcare Technologies I Common Stock (GEHC) 0.2 $276k 4.3k 64.01
Washington Federal (WAFD) 0.2 $262k 6.8k 38.37
Select Sector Spdr Tr St Str Energ Etf (XLE) 0.2 $250k 4.7k 53.11
Pfizer (PFE) 0.2 $248k 10k 24.08
Fedex Fght Hldg Common Stock (FDXF) 0.1 $222k 1.5k 151.00
Marriott Intl Cl A (MAR) 0.1 $204k 550.00 370.89
Microvision Inc Del Com New (MVIS) 0.0 $34k 103k 0.33