Lakeside Advisors, Inc. Portfolio Holdings by Sector
Lakeside Advisors, Inc.
- $152 Million
- Q4 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$43,135
28.35% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$14,349
9.43% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$12,052
7.92% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ ABBV GILD LLY AMGN PFE BMY 7 stocks |
$10,590
6.96% of portfolio
|
3
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Steel | Basic Materials
NUE 1 stocks |
$6,897
4.53% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$5,763
3.79% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
$5,465
3.59% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Integrated Freight & Logistics | Industrials
EXPD FDX 2 stocks |
$5,075
3.34% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
USB WAFD 2 stocks |
$4,472
2.94% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
PCAR CAT 2 stocks |
$4,242
2.79% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
DINT VOO MUST VIG VOOV 5 stocks |
$3,839
2.52% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$3,835
2.52% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
MMM 1 stocks |
$3,677
2.42% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE 1 stocks |
$3,392
2.23% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
SBUX MCD 2 stocks |
$3,056
2.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA QCOM 2 stocks |
$2,681
1.76% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$2,324
1.53% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2,151
1.41% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$1,907
1.25% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
KR 1 stocks |
$1,851
1.22% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T 1 stocks |
$1,773
1.17% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
MDT 1 stocks |
$1,150
0.76% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$1,143
0.75% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
|
Utilities—Renewable | Utilities
CEG 1 stocks |
$1,028
0.68% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
WFC JPM 2 stocks |
$1,007
0.66% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NVO 1 stocks |
$838
0.55% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
CSX 1 stocks |
$753
0.49% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
BA 1 stocks |
$669
0.44% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$663
0.44% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
EXC 1 stocks |
$636
0.42% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG 1 stocks |
$552
0.36% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$450
0.3% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ 1 stocks |
$315
0.21% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$308
0.2% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
MVIS 1 stocks |
$107
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|