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
$2B
$236,000 0.16% of portfolio
7,750
Q4 2025 Reduced 9.25%
$99.5B
$213,000 0.14% of portfolio
4,555
Q4 2025 New
$174M
$107,000 0.07% of portfolio
102,638
Q2 2025 Added 66.52%
Capital Grp Fixed Incm ETF T
-
$0 0.0% of portfolio
-
Q4 2025 Added 21.05%
Solventum Corp
-
$0 0.0% of portfolio
-
Q4 2025 Reduced 22.68%
Ge Vernova Inc
-
$0 0.0% of portfolio
-
Q4 2025 Reduced 5.43%
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 12.87%
-
$0 0.0% of portfolio
-
Q3 2025 Added 3.68%
Investment Managers Ser Tr I
-
$0 0.0% of portfolio
-
Q2 2024 New
Investment Managers Ser Tr I
-
$0 0.0% of portfolio
-
Q3 2025 New
Ge Healthcare Technologies I
-
$0 0.0% of portfolio
-
Q4 2025 Reduced 0.79%
Guinness Atkinson Fds
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 10.07%

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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