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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 2024 · Filed April 29, 2024 · Accession 0001398344-24-008147

Total Value
$156.3M
Positions
63
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (63)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT103,579$43.6M27.88%
2BERKSHIRE HATHAWAY INC DELBRK-A31,140$13.1M8.38%
3COSTCO WHSL CORP NEW22160K10515,161$11.1M7.11%
4NUCOR CORPNUE40,858$8.1M5.17%
5PROCTER AND GAMBLE CO74271810940,244$6.5M4.18%
6VANGUARD INDEX FDS92290876919,900$5.2M3.31%
7US BANCORP DELUSB-PS108,336$4.8M3.10%
8WASTE MGMT INC DEL94106L10920,951$4.5M2.86%
9EXPEDITORS INTL WASH INC30213010934,198$4.2M2.66%
10JOHNSON & JOHNSONJNJ24,269$3.8M2.46%
113M COMMM32,622$3.5M2.21%
12ABBVIE INCABBV18,001$3.3M2.10%
13PACCAR INCPCAR22,760$2.8M1.80%
14STARBUCKS CORPSBUX28,867$2.6M1.69%
15NOVO-NORDISK A SNONOF20,250$2.6M1.66%
16GENERAL ELECTRIC COGE11,542$2.0M1.30%
17APPLE INCAAPL11,705$2.0M1.28%
18AT&T INCT-PC111,654$2.0M1.26%
19NVIDIA CORPORATIONNVDA2,080$1.9M1.20%
20HOME DEPOT INCHD4,875$1.9M1.20%
21KROGER COKR32,650$1.9M1.19%
22EXXON MOBIL CORPXOM15,608$1.8M1.16%
23MEDTRONIC PLCMDT16,205$1.4M0.90%
24MCDONALDS CORPMCD4,651$1.3M0.84%
25DAVIS FUNDAMENTAL ETF TR23908L40567,500$1.3M0.83%
26INTEL CORPINTC27,996$1.2M0.79%
27CHUBB LIMITEDCB4,228$1.1M0.70%
28FEDEX CORPFDX3,463$1.0M0.64%
29LOWES COS INC5486611073,812$971,0310.62%
30CONSTELLATION ENERGY CORPCEG4,766$880,9950.56%
31COLUMBIA ETF TR I19761L60740,964$846,3160.54%
32GILEAD SCIENCES INCGILD11,347$831,1470.53%
33CSX CORPCSX21,600$800,7120.51%
34BOEING COBA-PA3,830$739,1520.47%
35VANGUARD INDEX FDS9229083631,400$672,9800.43%
36CATERPILLAR INCCAT1,782$653,0880.42%
37EXELON CORPEXC17,058$640,8690.41%
38QUALCOMM INCQCOM3,391$574,1690.37%
39ELI LILLY & COLLY677$526,6790.34%
40CISCO SYS INCCSCO10,378$517,9840.33%
41INTERNATIONAL BUSINESS MACHSINTR2,675$510,8180.33%
42WELLS FARGO CO NEW9497461018,200$475,2970.30%
43MONDELEZ INTL INC6092071056,163$431,3780.28%
44GE HEALTHCARE TECHNOLOGIES IGEHC4,583$416,6410.27%
45GUINNESS ATKINSON FDS40203183514,928$408,1910.26%
46MASTERCARD INCORPORATEDMA810$390,0720.25%
47AMAZON COM INCAMZN2,060$371,5830.24%
48CHEVRON CORP NEWCVX2,346$369,9940.24%
49NIKE INCNKE3,850$361,8230.23%
50ALPHABET INCGOOG2,313$352,1770.23%
51JPMORGAN CHASE & COVYLD1,751$350,6650.22%
52AMGEN INCAMGN1,090$309,9880.20%
53VANGUARD SPECIALIZED FUNDS9219088441,673$305,5070.20%
54GUINNESS ATKINSON FDS40203185010,602$297,1360.19%
55NORTHERN LTS FD TR IIINTRSO9,400$271,3780.17%
56INVESTMENT MANAGERS SER TR46143U8495,800$259,3010.17%
57WAFD INCWAFDP8,735$253,5830.16%
58PFIZER INCPFE8,512$236,2080.15%
59MARRIOTT INTL INC NEW571903202900$227,1930.15%
60VERIZON COMMUNICATIONS INCVZ4,909$205,9820.13%
61GUINNESS ATKINSON FDS40203184313,900$194,7390.12%
62MICROVISION INC DELMVIS47,638$87,6540.06%
63ABRDN ASIA PACIFIC INCOME FUABAKF27,833$77,9320.05%