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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 Q4 2025 · Filed January 27, 2026 · Accession 0001398344-26-001342

Total Value
$156.4M
Positions
62
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (62)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT84,998$41.1M26.29%
2BERKSHIRE HATHAWAY INC DELBRK-A28,195$14.2M9.06%
3COSTCO WHSL CORP NEW22160K10513,207$11.4M7.28%
4NUCOR CORPNUE46,677$7.6M4.87%
5VANGUARD INDEX FDS92290876917,473$5.9M3.75%
6PROCTER AND GAMBLE CO74271810937,484$5.4M3.44%
7US BANCORP DELUSB-PS93,173$5.0M3.18%
8EXPEDITORS INTL WASH INC30213010930,903$4.6M2.94%
9JOHNSON & JOHNSONJNJ21,789$4.5M2.88%
10WASTE MGMT INC DEL94106L10918,335$4.0M2.58%
11PACCAR INCPCAR34,053$3.7M2.38%
12ABBVIE INCABBV15,676$3.6M2.29%
133M COMMM22,236$3.6M2.28%
14GE AEROSPACE36960430111,303$3.5M2.23%
15APPLE INCAAPL8,044$2.2M1.40%
16NVIDIA CORPORATIONNVDA11,690$2.2M1.39%
17STARBUCKS CORPSBUX21,245$1.8M1.14%
18KROGER COKR27,758$1.7M1.11%
19AT&T INCT-PC69,614$1.7M1.11%
20EXXON MOBIL CORPXOM13,585$1.6M1.05%
21DAVIS FUNDAMENTAL ETF TR23908L40554,500$1.6M0.99%
22HOME DEPOT INCHD4,475$1.5M0.98%
23GE VERNOVA INCGEV2,175$1.4M0.91%
24MCDONALDS CORPMCD4,118$1.3M0.80%
25CHUBB LIMITEDCB3,868$1.2M0.77%
26MEDTRONIC PLCMDT11,953$1.1M0.73%
27GILEAD SCIENCES INCGILD9,100$1.1M0.71%
28CONSTELLATION ENERGY CORPCEG3,039$1.1M0.69%
29CATERPILLAR INCCAT1,788$1.0M0.65%
30NOVO-NORDISK A SNONOF17,300$880,2240.56%
31FEDEX CORPFDX3,018$871,6620.56%
32VANGUARD INDEX FDS9229083631,305$818,4050.52%
33CSX CORPCSX21,600$783,0000.50%
34LOWES COS INC5486611073,212$774,6060.50%
35BOEING COBA-PA3,490$757,7490.48%
36COLUMBIA ETF TR I19761L60736,340$748,9670.48%
37WELLS FARGO CO NEW9497461017,525$701,3300.45%
38CISCO SYS INCCSCO8,528$656,9050.42%
39ALPHABET INCGOOG1,934$606,8890.39%
40EXELON CORPEXC13,858$604,0700.39%
41ELI LILLY & COLLY512$550,2360.35%
42VANGUARD SPECIALIZED FUNDS9219088442,388$524,8350.34%
43QUALCOMM INCQCOM3,004$513,8730.33%
44GUINNESS ATKINSON FDS40203183515,000$463,8890.30%
45AMAZON COM INCAMZN1,920$443,1740.28%
46AMGEN INCAMGN1,340$438,6980.28%
47JPMORGAN CHASE & CO.VYLD1,266$407,8620.26%
48SOLVENTUM CORPSOLV4,878$386,5330.25%
49GE HEALTHCARE TECHNOLOGIES IGEHC4,397$360,6440.23%
50INVESTMENT MANAGERS SER TR I30254T5779,600$356,1600.23%
51TESLA INCTSLA755$339,5390.22%
52VANGUARD ADMIRAL FDS INC9219327031,614$330,6280.21%
53MONDELEZ INTL INC6092071055,678$305,6220.20%
54CHEVRON CORP NEWCVX2,002$305,1640.20%
55CAPITAL GRP FIXED INCM ETF T14020Y60711,500$302,9100.19%
56GUINNESS ATKINSON FDS4020318508,802$271,9630.17%
57PFIZER INCPFE10,086$251,1410.16%
58WAFD INCWAFDP7,750$248,2200.16%
59BRISTOL-MYERS SQUIBB COCELG-RI4,555$245,6770.16%
60INVESTMENT MANAGERS SER TR I46144X3964,550$233,3090.15%
61GUINNESS ATKINSON FDS40203184312,500$226,6250.14%
62MICROVISION INC DELMVIS102,638$84,9950.05%