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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 Q3 2025 · Filed October 27, 2025 · Accession 0001398344-25-019840

Total Value
$158.1M
Positions
63
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (63)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT85,782$44.4M28.11%
2BERKSHIRE HATHAWAY INC DELBRK-A29,417$14.8M9.36%
3COSTCO WHSL CORP NEW22160K10513,497$12.5M7.90%
4NUCOR CORPNUE47,365$6.4M4.06%
5VANGUARD INDEX FDS92290876917,473$5.7M3.63%
6PROCTER AND GAMBLE CO74271810936,562$5.6M3.55%
7US BANCORP DELUSB-PS96,342$4.7M2.95%
8JOHNSON & JOHNSONJNJ22,184$4.1M2.60%
9WASTE MGMT INC DEL94106L10918,354$4.1M2.56%
10EXPEDITORS INTL WASH INC30213010931,234$3.8M2.42%
11ABBVIE INCABBV15,676$3.6M2.30%
123M COMMM22,606$3.5M2.22%
13GE AEROSPACE36960430111,315$3.4M2.15%
14PACCAR INCPCAR33,961$3.3M2.11%
15NVIDIA CORPORATIONNVDA12,000$2.2M1.42%
16APPLE INCAAPL8,295$2.1M1.34%
17STARBUCKS CORPSBUX23,778$2.0M1.27%
18AT&T INCT-PC70,411$2.0M1.26%
19HOME DEPOT INCHD4,675$1.9M1.20%
20KROGER COKR27,906$1.9M1.19%
21EXXON MOBIL CORPXOM13,581$1.5M0.97%
22DAVIS FUNDAMENTAL ETF TR23908L40554,500$1.5M0.96%
23GE VERNOVA INCGEV2,300$1.4M0.89%
24MEDTRONIC PLCMDT13,146$1.3M0.79%
25MCDONALDS CORPMCD4,118$1.3M0.79%
26CHUBB LIMITEDCB3,868$1.1M0.69%
27GILEAD SCIENCES INCGILD9,200$1.0M0.65%
28CONSTELLATION ENERGY CORPCEG3,072$1.0M0.64%
29NOVO-NORDISK A SNONOF17,850$990,4970.63%
30CATERPILLAR INCCAT1,787$852,7330.54%
31LOWES COS INC5486611073,212$807,2080.51%
32CSX CORPCSX21,600$767,0160.49%
33FEDEX CORPFDX3,168$746,9500.47%
34COLUMBIA ETF TR I19761L60736,340$746,0600.47%
35BOEING COBA-PA3,340$720,8720.46%
36EXELON CORPEXC14,008$630,5000.40%
37WELLS FARGO CO NEW9497461017,275$609,7910.39%
38CISCO SYS INCCSCO8,523$583,1570.37%
39VANGUARD INDEX FDS922908363855$523,5850.33%
40QUALCOMM INCQCOM3,002$499,4760.32%
41ALPHABET INCGOOG1,959$477,1140.30%
42GUINNESS ATKINSON FDS40203183515,000$466,8750.30%
43SOLVENTUM CORPSOLV6,309$460,5570.29%
44AMAZON COM INCAMZN1,920$421,5740.27%
45MASTERCARD INCORPORATEDMA725$412,3870.26%
46JPMORGAN CHASE & CO.VYLD1,265$399,0940.25%
47AMGEN INCAMGN1,307$368,9710.23%
48ELI LILLY & COLLY477$363,9510.23%
49INVESTMENT MANAGERS SER TR I30254T5779,600$344,0720.22%
50VANGUARD SPECIALIZED FUNDS9219088441,573$339,4380.21%
51GE HEALTHCARE TECHNOLOGIES IGEHC4,432$332,8440.21%
52CHEVRON CORP NEWCVX2,001$310,7460.20%
53MONDELEZ INTL INC6092071054,863$303,7630.19%
54PFIZER INCPFE10,982$279,8300.18%
55GUINNESS ATKINSON FDS4020318508,802$268,9280.17%
56WAFD INCWAFDP8,540$258,6810.16%
57CAPITAL GRP FIXED INCM ETF T14020Y6079,500$250,4200.16%
58NIKE INCNKE3,450$240,5690.15%
59TESLA INCTSLA535$237,9250.15%
60INVESTMENT MANAGERS SER TR I46144X3964,550$229,7320.15%
61VERIZON COMMUNICATIONS INCVZ5,186$227,9310.14%
62GUINNESS ATKINSON FDS40203184312,500$226,3230.14%
63MICROVISION INC DELMVIS102,638$127,2710.08%