Lakeside Advisors, Inc. Portfolio Holdings

Lakeside Advisors, Inc.

  • $152 Million
  • Q4 2025

Lakeside Advisors, Inc. has filed its 13F form on January 27, 2026 for Q4 2025 where it was disclosed a total value porftolio of $152 Million distributed in 62 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $43.1M, Berkshire Hathaway Inc Class B with a value of $14.3M, Costco Wholesale Corp with a value of $12.1M, Nucor Corp with a value of $6.9M, and Vanguard Total Stock Market Et with a value of $5.76M.

Examining the 13F form we can see an decrease of $1.82M in the current position value, from $154M to 152M.

Lakeside Advisors, Inc. is based out at Seattle, WA

Below you can find more details about Lakeside Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $152 Million
Technology: $48.7 Million
Industrials: $21.6 Million
Financial Services: $21 Million
Consumer Defensive: $19.7 Million
Healthcare: $12.6 Million
ETFs: $9.6 Million
Basic Materials: $6.9 Million
Consumer Cyclical: $6.14 Million
Other: $5.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$43.1 Million 28.35% of portfolio
84,998
Q4 2025 Reduced 0.91%
$662B
$14.3 Million 9.43% of portfolio
28,195
Q4 2025 Reduced 4.15%
$404B
$12.1 Million 7.92% of portfolio
13,207
Q4 2025 Reduced 2.15%
$38B
$6.9 Million 4.53% of portfolio
46,677
Q4 2025 Reduced 1.45%
$0
$5.76 Million 3.79% of portfolio
17,473
Q2 2024 Reduced 12.2%
$346B
$5.47 Million 3.59% of portfolio
37,484
Q4 2025 Added 2.52%
$522B
$4.35 Million 2.86% of portfolio
21,789
Q4 2025 Reduced 1.78%
$22.6B
$4.28 Million 2.81% of portfolio
30,903
Q4 2025 Reduced 1.06%
$67.6B
$4.24 Million 2.78% of portfolio
93,173
Q4 2025 Reduced 3.29%
$85.9B
$3.84 Million 2.52% of portfolio
18,335
Q4 2025 Reduced 0.1%
$91.4B
$3.68 Million 2.42% of portfolio
22,236
Q4 2025 Reduced 1.64%
$414B
$3.67 Million 2.41% of portfolio
15,676
Q3 2025 Reduced 2.49%
$328B
$3.39 Million 2.23% of portfolio
11,303
Q4 2025 Reduced 0.11%
$33.2B
$3.26 Million 2.14% of portfolio
34,053
Q4 2025 Added 0.27%
$465B
$2.18 Million 1.43% of portfolio
11,690
Q4 2025 Reduced 2.58%
$4.3T
$2.15 Million 1.41% of portfolio
8,044
Q4 2025 Reduced 3.03%
$97.3B
$1.8 Million 1.18% of portfolio
21,245
Q4 2025 Reduced 10.65%
$181B
$1.77 Million 1.17% of portfolio
69,614
Q4 2025 Reduced 1.13%
$367B
$1.6 Million 1.05% of portfolio
4,475
Q4 2025 Reduced 4.28%
$490B
$1.6 Million 1.05% of portfolio
13,585
Q4 2025 Added 0.03%
$0
$1.53 Million 1.0% of portfolio
54,500
Q3 2025 Reduced 2.68%
$224B
$1.26 Million 0.82% of portfolio
4,118
Q1 2025 Reduced 1.79%
$128B
$1.15 Million 0.76% of portfolio
11,953
Q4 2025 Reduced 9.08%
$123B
$1.14 Million 0.75% of portfolio
3,868
Q3 2025 Reduced 3.01%
$156B
$1.13 Million 0.74% of portfolio
9,100
Q4 2025 Reduced 1.09%
$111B
$1.03 Million 0.68% of portfolio
3,039
Q4 2025 Reduced 1.07%
$291B
$987,000 0.65% of portfolio
1,788
Q4 2025 Added 0.06%
$109B
$838,000 0.55% of portfolio
17,300
Q4 2025 Reduced 3.08%
$0
$806,000 0.53% of portfolio
1,305
Q4 2025 Added 52.63%
$68.9B
$798,000 0.52% of portfolio
3,018
Q4 2025 Reduced 4.73%
$73.4B
$753,000 0.49% of portfolio
21,600
Q4 2021 New
$0
$747,000 0.49% of portfolio
36,340
Q3 2025 Reduced 9.13%
$140B
$722,000 0.47% of portfolio
3,212
Q2 2024 Reduced 15.74%
$319B
$663,000 0.44% of portfolio
8,528
Q4 2025 Added 0.06%
$114B
$669,000 0.44% of portfolio
3,490
Q4 2025 Added 4.49%
$45.6B
$636,000 0.42% of portfolio
13,858
Q4 2025 Reduced 1.07%
$317B
$627,000 0.41% of portfolio
7,525
Q4 2025 Added 3.44%
$1.74T
$552,000 0.36% of portfolio
1,934
Q4 2025 Reduced 1.28%
$971B
$523,000 0.34% of portfolio
512
Q4 2025 Added 7.34%
$187B
$500,000 0.33% of portfolio
3,004
Q4 2025 Added 0.07%
$183B
$457,000 0.3% of portfolio
1,340
Q4 2025 Added 2.52%
$2.39T
$450,000 0.3% of portfolio
1,920
Q2 2025 Reduced 20.66%
$0
$434,000 0.29% of portfolio
2,388
Q4 2025 Added 51.81%
$881B
$380,000 0.25% of portfolio
1,266
Q4 2025 Added 0.08%
$76.2B
$315,000 0.21% of portfolio
5,678
Q4 2025 Added 16.76%
$0
$326,000 0.21% of portfolio
1,614
Q4 2025 New
$1.29T
$308,000 0.2% of portfolio
755
Q4 2025 Added 41.12%
$303B
$309,000 0.2% of portfolio
2,002
Q4 2025 Added 0.05%
$141B
$252,000 0.17% of portfolio
10,086
Q4 2025 Reduced 8.16%

Summary

  • Portfolio
  • No. of Stocks 62
  • Current Value $152 Million
  • Prior Value $154 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 27, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 2 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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