Lakeside Advisors, Inc. Portfolio Holdings

Lakeside Advisors, Inc.

  • $154 Million
  • Q3 2025

Lakeside Advisors, Inc. has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $154 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 $44.4M, Berkshire Hathaway Inc Class B with a value of $14.8M, Costco Wholesale Corp with a value of $12.5M, Nucor Corp with a value of $6.41M, and Vanguard Total Stock Market Et with a value of $5.73M.

Examining the 13F form we can see an increase of $2.46M in the current position value, from $152M to 154M.

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 $154 Million
Technology: $50 Million
Financial Services: $22.2 Million
Industrials: $21.2 Million
Consumer Defensive: $20.3 Million
Healthcare: $12 Million
ETFs: $8.81 Million
Consumer Cyclical: $6.86 Million
Basic Materials: $6.41 Million
Other: $6.17 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$44.4 Million 28.86% of portfolio
85,782
Q3 2025 Reduced 0.74%
$662B
$14.8 Million 9.61% of portfolio
29,417
Q3 2025 Reduced 1.84%
$404B
$12.5 Million 8.11% of portfolio
13,497
Q3 2025 Reduced 0.2%
$38B
$6.41 Million 4.17% of portfolio
47,365
Q3 2025 Reduced 1.43%
$0
$5.73 Million 3.72% of portfolio
17,473
Q2 2024 Reduced 12.2%
$346B
$5.62 Million 3.65% of portfolio
36,562
Q3 2025 Reduced 0.93%
$67.6B
$4.66 Million 3.02% of portfolio
96,342
Q3 2025 Reduced 3.04%
$522B
$4.11 Million 2.67% of portfolio
22,184
Q3 2025 Reduced 3.41%
$85.9B
$4.05 Million 2.63% of portfolio
18,354
Q3 2025 Reduced 2.65%
$22.6B
$3.83 Million 2.49% of portfolio
31,234
Q3 2025 Reduced 2.59%
$414B
$3.63 Million 2.36% of portfolio
15,676
Q3 2025 Reduced 2.49%
$91.4B
$3.51 Million 2.28% of portfolio
22,606
Q3 2025 Reduced 20.84%
$328B
$3.4 Million 2.21% of portfolio
11,315
Q3 2024 Reduced 1.31%
$33.2B
$3.34 Million 2.17% of portfolio
33,961
Q3 2025 Added 0.5%
$465B
$2.24 Million 1.45% of portfolio
12,000
Q3 2025 Reduced 20.0%
$4.3T
$2.11 Million 1.37% of portfolio
8,295
Q3 2025 Reduced 2.12%
$181B
$1.99 Million 1.29% of portfolio
70,411
Q3 2025 Reduced 4.6%
$367B
$1.89 Million 1.23% of portfolio
4,675
Q4 2024 Reduced 4.1%
$47.8B
$1.88 Million 1.22% of portfolio
27,906
Q3 2025 Reduced 2.78%
$0
$1.52 Million 0.99% of portfolio
54,500
Q3 2025 Reduced 2.68%
$490B
$1.53 Million 0.99% of portfolio
13,581
Q3 2025 Added 0.03%
$128B
$1.25 Million 0.81% of portfolio
13,146
Q3 2025 Reduced 1.81%
$224B
$1.25 Million 0.81% of portfolio
4,118
Q1 2025 Reduced 1.79%
$123B
$1.09 Million 0.71% of portfolio
3,868
Q3 2025 Reduced 3.01%
$156B
$1.02 Million 0.66% of portfolio
9,200
Q3 2025 Reduced 2.12%
$111B
$1.01 Million 0.66% of portfolio
3,072
Q3 2025 Reduced 6.11%
$109B
$990,000 0.64% of portfolio
17,850
Q3 2025 Reduced 5.31%
$291B
$852,000 0.55% of portfolio
1,787
Q3 2025 Added 0.06%
$140B
$807,000 0.52% of portfolio
3,212
Q2 2024 Reduced 15.74%
$73.4B
$767,000 0.5% of portfolio
21,600
Q4 2021 New
$68.9B
$747,000 0.49% of portfolio
3,168
Q3 2025 Reduced 3.0%
$0
$746,000 0.48% of portfolio
36,340
Q3 2025 Reduced 9.13%
$114B
$720,000 0.47% of portfolio
3,340
Q1 2025 Reduced 1.18%
$45.6B
$630,000 0.41% of portfolio
14,008
Q3 2025 Reduced 7.59%
$317B
$609,000 0.4% of portfolio
7,275
Q3 2024 Reduced 9.13%
$319B
$583,000 0.38% of portfolio
8,523
Q3 2025 Added 0.06%
$0
$523,000 0.34% of portfolio
855
Q3 2025 Added 14.0%
$187B
$499,000 0.32% of portfolio
3,002
Q3 2025 Reduced 9.03%
$1.74T
$477,000 0.31% of portfolio
1,959
Q2 2025 Added 6.82%
$2.39T
$421,000 0.27% of portfolio
1,920
Q2 2025 Reduced 20.66%
$512B
$412,000 0.27% of portfolio
725
Q1 2025 Reduced 6.45%
$881B
$399,000 0.26% of portfolio
1,265
Q3 2025 Reduced 7.33%
$971B
$363,000 0.24% of portfolio
477
Q4 2024 Reduced 26.84%
$183B
$368,000 0.24% of portfolio
1,307
Q3 2025 Added 0.23%
$303B
$310,000 0.2% of portfolio
2,001
Q3 2025 Added 0.05%
$76.2B
$303,000 0.2% of portfolio
4,863
Q3 2025 Reduced 7.6%
$0
$286,000 0.19% of portfolio
1,573
Q2 2025 Reduced 3.08%
$141B
$279,000 0.18% of portfolio
10,982
Q3 2025 Reduced 4.33%
$2B
$258,000 0.17% of portfolio
8,540
Q3 2025 Reduced 2.74%

Summary

  • Portfolio
  • No. of Stocks 63
  • Current Value $154 Million
  • Prior Value $152 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 27, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
Track This Portfolio

Track Lakeside Advisors, Inc. Portfolio

Follow Lakeside Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lakeside Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Lakeside Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email