Lakeside Advisors, INC.

Est. AUM

$149.8M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	MICROSOFT CORP	COM	$31.3M	84637	20.91%	SOLE
2	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$13.5M	28185	9.01%	SOLE
3	COSTCO WHOLESALE CORPORATION	COM	$12.9M	12990	8.64%	SOLE
4	NUCOR CORP	COM	$7.9M	46545	5.25%	SOLE
5	VANGUARD INDEX FDS	TOTAL STK MKT	$5.6M	17473	3.74%	SOLE
6	PROCTER & GAMBLE CO	COM	$5.4M	37576	3.62%	SOLE
7	JOHNSON & JOHNSON	COM	$5.3M	21651	3.53%	SOLE
8	US BANCORP	COM NEW	$4.7M	89900	3.12%	SOLE
9	EXPEDITORS INTL WASH INC	COM	$4.4M	30763	2.94%	SOLE
10	WASTE MGMT INC DEL	COM	$4.2M	18335	2.81%	SOLE
11	PACCAR INC	COM	$3.9M	33950	2.62%	SOLE
12	ABBVIE INC	COM	$3.4M	15676	2.28%	SOLE
13	3M CO	COM	$3.2M	22142	2.15%	SOLE
14	GE AEROSPACE	COM NEW	$3.2M	11190	2.12%	SOLE
15	EXXON MOBIL CORP	COM	$2.3M	13577	1.54%	SOLE
16	NVIDIA CORPORATION	COM	$2.0M	11690	1.36%	SOLE
17	APPLE INC	COM	$2.0M	7944	1.35%	SOLE
18	KROGER CO	COM	$2.0M	27659	1.34%	SOLE
19	AT&T INC	COM	$1.9M	66316	1.28%	SOLE
20	STARBUCKS CORP	COM	$1.9M	21055	1.26%	SOLE
21	GE VERNOVA INC	COM	$1.8M	2025	1.18%	SOLE
22	HOME DEPOT INC	COM	$1.4M	4375	0.96%	SOLE
23	DAVIS FUNDAMENTAL ETF TR	SELCT INTL ETF	$1.4M	53250	0.96%	SOLE
24	CATERPILLAR INC	COM	$1.3M	1803	0.85%	SOLE
25	MCDONALDS CORP	COM	$1.2M	3988	0.83%	SOLE
26	GILEAD SCIENCES INC	COM	$1.2M	8839	0.82%	SOLE
27	CHUBB LTD SWITZ	COM	$1.2M	3768	0.82%	SOLE
28	FEDEX CORP	COM	$1.1M	3039	0.72%	SOLE
29	MEDTRONIC PLC	SHS	$1.0M	11860	0.69%	SOLE
30	CSX CORP	COM	$886K	21600	0.59%	SOLE
31	CAPITAL GRP FIXED INCM ETF T	SHORT DURATION M	$867K	33000	0.58%	SOLE
32	CONSTELLATION ENERGY CORP	COM	$847K	3036	0.57%	SOLE
33	VANGUARD INDEX FDS	S&P 500 ETF SHS	$812K	1360	0.54%	SOLE
34	LOWES COS INC	COM	$758K	3212	0.51%	SOLE
35	COLUMBIA ETF TR I	MULTI SEC MUNI	$745K	36340	0.50%	SOLE
36	BOEING CO	COM	$700K	3520	0.47%	SOLE
37	EXELON CORP	COM	$667K	13608	0.45%	SOLE
38	CISCO SYS INC	COM	$652K	8409	0.44%	SOLE
39	NOVO-NORDISK A S	ADR	$586K	15950	0.39%	SOLE
40	WELLS FARGO & CO	COM	$583K	7325	0.39%	SOLE
41	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$578K	2688	0.39%	SOLE
42	ALPHABET INC	CAP STK CL C	$554K	1934	0.37%	SOLE
43	RBB FUND TRUST	FIRST EAGLE OVER	$499K	9900	0.33%	SOLE
44	ELI LILLY & CO	COM	$480K	522	0.32%	SOLE
45	AMGEN INC	COM	$472K	1343	0.31%	SOLE
46	AMAZON COM INC	COM	$458K	2200	0.31%	SOLE
47	GUINNESS ATKINSON FDS	DIVIDEND BUILDER	$455K	15000	0.30%	SOLE
48	CHEVRON CORPORATION	COM	$414K	2003	0.28%	SOLE
49	QUALCOMM INC	COM	$387K	3007	0.26%	SOLE
50	INVESTMENT MANAGERS SER TR I	FPA GBL EQTY ETF	$384K	10600	0.26%	SOLE

1–50 of 65

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.