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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Lakeside Advisors, INC.

Quarter ended Q1 2023 · Filed February 9, 2023 · Accession 0001398344-23-002440

Total Value
$122.0M
Positions
58
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (58)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT116,136$27.9M22.83%
2BERKSHIRE HATHAWAY INC DELBRK-A29,834$9.2M7.56%
3COSTCO WHSL CORP NEW22160K10519,506$8.9M7.30%
4PROCTER AND GAMBLE CO74271810942,436$6.4M5.27%
5NUCOR CORPNUE42,691$5.6M4.61%
6US BANCORP DELUSB-PS111,220$4.9M3.98%
73M COMMM37,210$4.5M3.66%
8JOHNSON & JOHNSONJNJ25,077$4.4M3.63%
9VANGUARD INDEX FDS92290876919,900$3.8M3.12%
10EXPEDITORS INTL WASH INC30213010936,559$3.8M3.11%
11STARBUCKS CORPSBUX38,208$3.8M3.11%
12WASTE MGMT INC DEL94106L10922,218$3.5M2.86%
13ABBVIE INCABBV18,771$3.0M2.49%
14AT&T INCT-PC118,608$2.2M1.79%
15EXXON MOBIL CORPXOM16,300$1.8M1.47%
16KROGER COKR35,538$1.6M1.30%
17HOME DEPOT INCHD4,875$1.5M1.26%
18APPLE INCAAPL11,655$1.5M1.24%
19PACCAR INCPCAR15,086$1.5M1.22%
20MEDTRONIC PLCMDT17,775$1.4M1.13%
21NOVO-NORDISK A SNONOF10,160$1.4M1.13%
22GENERAL ELECTRIC CO36960430115,578$1.3M1.07%
23MCDONALDS CORPMCD4,809$1.3M1.04%
24DAVIS FUNDAMENTAL ETF TR23908L40570,700$1.2M1.02%
25GILEAD SCIENCES INCGILD12,847$1.1M0.90%
26CHUBB LIMITEDCB4,528$998,8680.82%
27COLUMBIA ETF TR I19761L60745,425$915,7680.75%
28LOWES COS INC5486611074,291$854,9390.70%
29INTEL CORPINTC29,633$783,1900.64%
30EXELON CORPEXC17,908$774,1630.63%
31BOEING COBA-PA4,038$769,1990.63%
32CSX CORPCSX21,600$669,1680.55%
33FEDEX CORPFDX3,561$616,7290.51%
34CTI BIOPHARMA CORP12648L60195,280$572,6330.47%
35WELLS FARGO CO NEW94974610112,658$522,6660.43%
36MONDELEZ INTL INC6092071057,693$512,7080.42%
37CONSTELLATION ENERGY CORPCEG5,877$506,6560.42%
38VANGUARD INDEX FDS9229083631,300$456,7420.37%
39NIKE INCNKE3,850$450,4890.37%
40CATERPILLAR INCCAT1,777$425,7610.35%
41CHEVRON CORP NEWCVX2,169$389,2410.32%
42NVIDIA CORPORATIONNVDA2,480$362,4270.30%
43GUINNESS ATKINSON FDS40203183514,928$344,7250.28%
44INTERNATIONAL BUSINESS MACHSINTR2,435$343,0670.28%
45CISCO SYS INCCSCO7,031$334,9550.27%
46MASTERCARD INCORPORATEDMA900$312,9570.26%
47GUINNESS ATKINSON FDS40203185010,602$303,4030.25%
48PFIZER INCPFE5,512$282,4350.23%
49AMGEN INCAMGN1,075$282,3850.23%
50WASHINGTON FED INCWAFDP8,156$273,6270.22%
51VANGUARD SPECIALIZED FUNDS9219088441,723$261,6380.21%
52QUALCOMM INCQCOM2,174$238,9900.20%
53JPMORGAN CHASE & COVYLD1,702$228,2420.19%
54INVESTMENT MANAGERS SER TR46143U8495,800$209,2290.17%
55GUINNESS ATKINSON FDS40203184313,900$182,1250.15%
56NUVEEN MUNICIPAL CREDIT INCNU11,067$133,6890.11%
57MICROVISION INC DELMVIS47,638$111,9490.09%
58ABRDN ASIA PACIFIC INCOME FUABAKF28,499$74,9520.06%