Institutional Manager · CIK 0001913467
Lakeside Advisors, INC.
SEATTLE, WA · File #028-22356
Latest AUM
$156.4M
Positions
62
Top-10 Concentration
67.6%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202562 pos · $156.4M
- 13F HOLDINGS REPORTQ/E Sep 202563 pos · $158.1M
- 13F HOLDINGS REPORTQ/E Jun 202562 pos · $155.2M
- 13F HOLDINGS REPORTQ/E Mar 202563 pos · $151.0M
- 13F HOLDINGS REPORTQ/E Dec 202463 pos · $151.1M
- 13F HOLDINGS REPORTQ/E Sep 202464 pos · $159.1M
- 13F HOLDINGS REPORTQ/E Jun 202464 pos · $154.0M
- 13F HOLDINGS REPORTQ/E Mar 202463 pos · $156.3M
- 13F HOLDINGS REPORTQ/E Dec 202362 pos · $130.2M
- 13F HOLDINGS REPORTQ/E Sep 202360 pos · $135.7M
- 13F HOLDINGS REPORTQ/E Jun 202360 pos · $129.5M
- 13F HOLDINGS REPORTQ/E Mar 202358 pos · $122.0M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 84,998 | $41.1M | 26.83% |
| 2 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 28,195 | $14.2M | 9.25% |
| 3 | COSTCO WHSL CORP NEW | 22160K105 | 13,207 | $11.4M | 7.43% |
| 4 | NUCOR CORP | NUE | 46,677 | $7.6M | 4.97% |
| 5 | VANGUARD INDEX FDS | 922908769 | 17,473 | $5.9M | 3.82% |
| 6 | PROCTER AND GAMBLE CO | 742718109 | 37,484 | $5.4M | 3.51% |
| 7 | US BANCORP DEL | USB-PS | 93,173 | $5.0M | 3.24% |
| 8 | EXPEDITORS INTL WASH INC | 302130109 | 30,903 | $4.6M | 3.01% |
| 9 | JOHNSON & JOHNSON | JNJ | 21,789 | $4.5M | 2.94% |
| 10 | WASTE MGMT INC DEL | 94106L109 | 18,335 | $4.0M | 2.63% |
| 11 | PACCAR INC | PCAR | 34,053 | $3.7M | 2.43% |
| 12 | ABBVIE INC | ABBV | 15,676 | $3.6M | 2.34% |
| 13 | 3M CO | MMM | 22,236 | $3.6M | 2.32% |
| 14 | GE AEROSPACE | 369604301 | 11,303 | $3.5M | 2.27% |
| 15 | APPLE INC | AAPL | 8,044 | $2.2M | 1.43% |
| 16 | NVIDIA CORPORATION | NVDA | 11,690 | $2.2M | 1.42% |
| 17 | STARBUCKS CORP | SBUX | 21,245 | $1.8M | 1.17% |
| 18 | KROGER CO | KR | 27,758 | $1.7M | 1.13% |
| 19 | AT&T INC | T-PC | 69,614 | $1.7M | 1.13% |
| 20 | EXXON MOBIL CORP | XOM | 13,585 | $1.6M | 1.07% |