Lakeside Advisors, INC. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 27, 2026, for the 2025 Q4 period, Lakeside Advisors, INC. held in its portfolio 62 assets valued at $156,371,347 (i.e. $156.37M).
The most valuable assets in the portfolio included: MICROSOFT CORP ($41.11M), BERKSHIRE HATHAWAY INC DEL ($14.17M), and COSTCO WHSL CORP NEW ($11.39M).
The chart below shows the top 10 valuable assets, and the table below shows the top 62 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Lakeside Advisors, INC. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| MICROSOFT CORP | 84998 | 41106719 | COM |
| BERKSHIRE HATHAWAY INC DEL | 28195 | 14172217 | CL B NEW |
| COSTCO WHSL CORP NEW | 13207 | 11388951 | COM |
| NUCOR CORP | 46677 | 7613505 | COM |
| VANGUARD INDEX FDS | 17473 | 5858173 | TOTAL STK MKT |
| PROCTER AND GAMBLE CO | 37484 | 5371872 | COM |
| US BANCORP DEL | 93173 | 4971718 | COM NEW |
| EXPEDITORS INTL WASH INC | 30903 | 4604866 | COM |
| JOHNSON & JOHNSON | 21789 | 4509178 | COM |
| WASTE MGMT INC DEL | 18335 | 4028301 | COM |
| PACCAR INC | 34053 | 3729174 | COM |
| ABBVIE INC | 15676 | 3581809 | COM |
| 3M CO | 22236 | 3559998 | COM |
| GE AEROSPACE | 11303 | 3481733 | COM NEW |
| APPLE INC | 8044 | 2186779 | COM |
| NVIDIA CORPORATION | 11690 | 2180185 | COM |
| STARBUCKS CORP | 21245 | 1789001 | COM |
| KROGER CO | 27758 | 1734301 | COM |
| AT&T INC | 69614 | 1729201 | COM |
| EXXON MOBIL CORP | 13585 | 1634778 | COM |
| DAVIS FUNDAMENTAL ETF TR | 54500 | 1553250 | SELCT INTL ETF |
| HOME DEPOT INC | 4475 | 1539848 | COM |
| GE VERNOVA INC | 2175 | 1421515 | COM |
| MCDONALDS CORP | 4118 | 1258584 | COM |
| CHUBB LIMITED | 3868 | 1207267 | COM |
| MEDTRONIC PLC | 11953 | 1148218 | SHS |
| GILEAD SCIENCES INC | 9100 | 1116982 | COM |
| CONSTELLATION ENERGY CORP | 3039 | 1073588 | COM |
| CATERPILLAR INC | 1788 | 1024132 | COM |
| NOVO-NORDISK A S | 17300 | 880224 | ADR |
| FEDEX CORP | 3018 | 871662 | COM |
| VANGUARD INDEX FDS | 1305 | 818405 | S&P 500 ETF SHS |
| CSX CORP | 21600 | 783000 | COM |
| LOWES COS INC | 3212 | 774606 | COM |
| BOEING CO | 3490 | 757749 | COM |
| COLUMBIA ETF TR I | 36340 | 748967 | MULTI SEC MUNI |
| WELLS FARGO CO NEW | 7525 | 701330 | COM |
| CISCO SYS INC | 8528 | 656905 | COM |
| ALPHABET INC | 1934 | 606889 | CAP STK CL C |
| EXELON CORP | 13858 | 604070 | COM |
| ELI LILLY & CO | 512 | 550236 | COM |
| VANGUARD SPECIALIZED FUNDS | 2388 | 524835 | DIV APP ETF |
| QUALCOMM INC | 3004 | 513873 | COM |
| GUINNESS ATKINSON FDS | 15000 | 463889 | DIVIDEND BUILDER |
| AMAZON COM INC | 1920 | 443174 | COM |
| AMGEN INC | 1340 | 438698 | COM |
| JPMORGAN CHASE & CO. | 1266 | 407862 | COM |
| SOLVENTUM CORP | 4878 | 386533 | COM SHS |
| GE HEALTHCARE TECHNOLOGIES I | 4397 | 360644 | COMMON STOCK |
| INVESTMENT MANAGERS SER TR I | 9600 | 356160 | FPA GBL EQTY ETF |
| TESLA INC | 755 | 339539 | COM |
| VANGUARD ADMIRAL FDS INC | 1614 | 330628 | 500 VAL IDX FD |
| MONDELEZ INTL INC | 5678 | 305622 | CL A |
| CHEVRON CORP NEW | 2002 | 305164 | COM |
| CAPITAL GRP FIXED INCM ETF T | 11500 | 302910 | SHORT DURATION M |
| GUINNESS ATKINSON FDS | 8802 | 271963 | SUSTAINABLE ENER |
| PFIZER INC | 10086 | 251141 | COM |
| WAFD INC | 7750 | 248220 | COM |
| BRISTOL-MYERS SQUIBB CO | 4555 | 245677 | COM |
| INVESTMENT MANAGERS SER TR I | 4550 | 233309 | AXS KNOWLEDGE LE |
| GUINNESS ATKINSON FDS | 12500 | 226625 | ASIA PACIFIC DIV |
| MICROVISION INC DEL | 102638 | 84995 | COM NEW |
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