Lakeside Advisors, INC.
CIK: 0001913467SEC EDGAR →
Portfolio Value
$156.4M
Holdings
62
As of
Q4 2025
New Positions
62
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | MICROSOFT CORP | 84,998 | $41.1M | 26.29% |
| 2 | BERKSHIRE HATHAWAY INC DEL | 28,195 | $14.2M | 9.06% |
| 3 | COSTCO WHSL CORP NEW | 13,207 | $11.4M | 7.28% |
| 4 | NUCOR CORP | 46,677 | $7.6M | 4.87% |
| 5 | VANGUARD INDEX FDS | 17,473 | $5.9M | 3.75% |
| 6 | PROCTER AND GAMBLE CO | 37,484 | $5.4M | 3.43% |
| 7 | US BANCORP DEL | 93,173 | $5.0M | 3.18% |
| 8 | EXPEDITORS INTL WASH INC | 30,903 | $4.6M | 2.94% |
| 9 | JOHNSON & JOHNSON | 21,789 | $4.5M | 2.88% |
| 10 | WASTE MGMT INC DEL | 18,335 | $4.0M | 2.58% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (62)
$41.1M · 85K shares
$14.2M · 28K shares
$11.4M · 13K shares
$7.6M · 47K shares
$5.9M · 17K shares
$5.4M · 37K shares
$5.0M · 93K shares
$4.6M · 31K shares
$4.5M · 22K shares
$4.0M · 18K shares
$3.7M · 34K shares
$3.6M · 16K shares
$3.6M · 22K shares
$3.5M · 11K shares
$2.2M · 8K shares
$2.2M · 12K shares
$1.8M · 21K shares
$1.7M · 28K shares
$1.7M · 70K shares
$1.6M · 14K shares
$1.6M · 55K shares
$1.5M · 4K shares
$1.4M · 2K shares
$1.3M · 4K shares
$1.2M · 4K shares
$1.1M · 12K shares
$1.1M · 9K shares
$1.1M · 3K shares
$1.0M · 2K shares
$880K · 17K shares
$871K · 3K shares
$818K · 1K shares
$783K · 22K shares
$774K · 3K shares
$757K · 3K shares
$748K · 36K shares
$701K · 8K shares
$656K · 9K shares
$606K · 2K shares
$604K · 14K shares
$550K · 512 shares
$524K · 2K shares
$513K · 3K shares
$463K · 15K shares
$443K · 2K shares
$438K · 1K shares
$407K · 1K shares
$386K · 5K shares
$360K · 4K shares
$356K · 10K shares
$339K · 755 shares
$330K · 2K shares
$305K · 2K shares
$305K · 6K shares
$302K · 12K shares
$271K · 9K shares
$251K · 10K shares
$248K · 8K shares
$245K · 5K shares
$233K · 5K shares
$226K · 13K shares
$84K · 103K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 7 | $47.3M | 30.3% |
| Industrials | 9 | $22.8M | 14.6% |
| Financial Services | 17 | $19.2M | 12.3% |
| Consumer Defensive | 4 | $18.8M | 12.0% |
| Unknown | 1 | $14.2M | 9.1% |
| Healthcare | 11 | $13.5M | 8.6% |
| Basic Materials | 1 | $7.6M | 4.9% |
| Consumer Cyclical | 6 | $6.1M | 3.9% |
| Utilities | 2 | $2.5M | 1.6% |
| Communication Services | 2 | $2.3M | 1.5% |
| Energy | 2 | $1.9M | 1.2% |