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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 Q2 2025 · Filed July 23, 2025 · Accession 0001398344-25-013651

Total Value
$155.2M
Positions
62
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (62)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT86,420$43.0M27.71%
2BERKSHIRE HATHAWAY INC DELBRK-A29,967$14.6M9.38%
3COSTCO WHSL CORP NEW22160K10513,524$13.4M8.63%
4NUCOR CORPNUE48,052$6.2M4.01%
5PROCTER AND GAMBLE CO74271810936,907$5.9M3.79%
6VANGUARD INDEX FDS92290876917,473$5.3M3.42%
7US BANCORP DELUSB-PS99,363$4.5M2.90%
83M COMMM28,556$4.3M2.80%
9WASTE MGMT INC DEL94106L10918,853$4.3M2.78%
10EXPEDITORS INTL WASH INC30213010932,064$3.7M2.36%
11JOHNSON & JOHNSONJNJ22,967$3.5M2.26%
12PACCAR INCPCAR33,793$3.2M2.07%
13ABBVIE INCABBV16,076$3.0M1.92%
14GE AEROSPACE36960430111,315$2.9M1.88%
15NVIDIA CORPORATIONNVDA15,000$2.4M1.53%
16STARBUCKS CORPSBUX23,967$2.2M1.42%
17AT&T INCT-PC73,808$2.1M1.38%
18KROGER COKR28,705$2.1M1.33%
19APPLE INCAAPL8,475$1.7M1.12%
20HOME DEPOT INCHD4,675$1.7M1.10%
21EXXON MOBIL CORPXOM13,577$1.5M0.94%
22DAVIS FUNDAMENTAL ETF TR23908L40556,000$1.4M0.93%
23NOVO-NORDISK A SNONOF18,850$1.3M0.84%
24GE VERNOVA INCGEV2,300$1.2M0.78%
25MCDONALDS CORPMCD4,118$1.2M0.78%
26MEDTRONIC PLCMDT13,389$1.2M0.75%
27CHUBB LIMITEDCB3,988$1.2M0.74%
28CONSTELLATION ENERGY CORPCEG3,272$1.1M0.68%
29GILEAD SCIENCES INCGILD9,399$1.0M0.67%
30COLUMBIA ETF TR I19761L60739,990$804,5990.52%
31FEDEX CORPFDX3,266$742,3220.48%
32LOWES COS INC5486611073,212$712,6460.46%
33CSX CORPCSX21,600$704,8080.45%
34BOEING COBA-PA3,340$699,8300.45%
35CATERPILLAR INCCAT1,786$693,4890.45%
36EXELON CORPEXC15,158$658,1600.42%
37CISCO SYS INCCSCO8,518$591,0040.38%
38WELLS FARGO CO NEW9497461017,275$582,8730.38%
39QUALCOMM INCQCOM3,300$525,6340.34%
40SOLVENTUM CORPSOLV6,496$492,6570.32%
41GUINNESS ATKINSON FDS40203183514,468$445,3970.29%
42VANGUARD INDEX FDS922908363750$426,0230.27%
43AMAZON COM INCAMZN1,920$421,2290.27%
44MASTERCARD INCORPORATEDMA725$407,4070.26%
45JPMORGAN CHASE & CO.VYLD1,365$395,6440.26%
46ELI LILLY & COLLY477$371,8360.24%
47AMGEN INCAMGN1,304$364,1660.23%
48MONDELEZ INTL INC6092071055,263$354,9060.23%
49ALPHABET INCGOOG1,959$347,5070.22%
50GE HEALTHCARE TECHNOLOGIES IGEHC4,432$328,2790.21%
51INVESTMENT MANAGERS SER TR I30254T5779,600$326,3640.21%
52VANGUARD SPECIALIZED FUNDS9219088441,573$321,9460.21%
53CHEVRON CORP NEWCVX2,000$286,3720.18%
54GUINNESS ATKINSON FDS40203185010,102$279,0300.18%
55PFIZER INCPFE11,479$278,2400.18%
56WAFD INCWAFDP8,781$257,0950.17%
57CAPITAL GRP FIXED INCM ETF T14020Y6079,500$247,7600.16%
58NIKE INCNKE3,450$245,0880.16%
59GUINNESS ATKINSON FDS40203184313,900$245,0570.16%
60VERIZON COMMUNICATIONS INCVZ5,186$224,3810.14%
61BRISTOL-MYERS SQUIBB COCELG-RI4,399$203,6230.13%
62MICROVISION INC DELMVIS102,638$117,0070.08%