Lakeside Advisors, Inc. Portfolio Holdings

Lakeside Advisors, Inc.

  • $148 Million
  • Q4 2024

Lakeside Advisors, Inc. has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $148 Million distributed in 63 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $40.9M, Berkshire Hathaway Inc Class B with a value of $14M, Costco Wholesale Corp with a value of $13.6M, Procter & Gamble CO with a value of $6.43M, and Vanguard Total Stock Market Et with a value of $5.06M.

Examining the 13F form we can see an decrease of $7.92M in the current position value, from $156M to 148M.

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 $148 Million
Technology: $47.7 Million
Consumer Defensive: $22.3 Million
Financial Services: $21.5 Million
Industrials: $19.6 Million
Healthcare: $11.2 Million
ETFs: $7.77 Million
Consumer Cyclical: $7.21 Million
Basic Materials: $4.69 Million
Other: $6.2 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$174M
$64,000 0.04% of portfolio
61,638
Q4 2024 Added 19.37%

Summary

  • Portfolio
  • No. of Stocks 63
  • Current Value $148 Million
  • Prior Value $156 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 03, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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