Lakeside Advisors, Inc. Portfolio Holdings

Lakeside Advisors, Inc.

  • $152 Million
  • Q2 2025

Lakeside Advisors, Inc. has filed its 13F form on July 23, 2025 for Q2 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 $43M, Berkshire Hathaway Inc Class B with a value of $14.6M, Costco Wholesale Corp with a value of $13.4M, Nucor Corp with a value of $6.22M, and Procter & Gamble CO with a value of $5.88M.

Examining the 13F form we can see an increase of $3.61M in the current position value, from $148M 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: $48.3 Million
Financial Services: $21.8 Million
Consumer Defensive: $21.7 Million
Industrials: $21.3 Million
Healthcare: $11.2 Million
ETFs: $8.27 Million
Consumer Cyclical: $6.49 Million
Basic Materials: $6.22 Million
Other: $6.17 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.89T
$43 Million 28.37% of portfolio
86,420
Q2 2025 Reduced 10.32%
$606B
$14.6 Million 9.61% of portfolio
29,967
Q2 2025 Reduced 2.55%
$434B
$13.4 Million 8.84% of portfolio
13,524
Q2 2025 Reduced 5.82%
$35.7B
$6.22 Million 4.11% of portfolio
48,052
Q2 2025 Reduced 2.41%
$364B
$5.88 Million 3.88% of portfolio
36,907
Q2 2025 Reduced 3.26%
$0
$5.31 Million 3.5% of portfolio
17,473
Q2 2024 Reduced 12.2%
$66.7B
$4.5 Million 2.97% of portfolio
99,363
Q2 2025 Reduced 1.26%
$84.7B
$4.35 Million 2.87% of portfolio
28,556
Q2 2025 Reduced 0.93%
$96.5B
$4.31 Million 2.85% of portfolio
18,853
Q2 2025 Reduced 3.72%
$19.2B
$3.66 Million 2.42% of portfolio
32,064
Q2 2025 Reduced 0.27%
$453B
$3.51 Million 2.32% of portfolio
22,967
Q2 2025 Reduced 0.36%
$33.8B
$3.21 Million 2.12% of portfolio
33,793
Q2 2025 Added 0.15%
$350B
$2.98 Million 1.97% of portfolio
16,076
Q2 2025 Reduced 4.17%
$300B
$2.91 Million 1.92% of portfolio
11,315
Q3 2024 Reduced 1.31%
$455B
$2.37 Million 1.56% of portfolio
15,000
Q2 2025 Reduced 13.29%
$106B
$2.2 Million 1.45% of portfolio
23,967
Q2 2025 Added 0.05%
$53.1B
$2.06 Million 1.36% of portfolio
28,705
Q2 2025 Reduced 4.17%
$3.69T
$1.74 Million 1.15% of portfolio
8,475
Q2 2025 Reduced 16.89%
$397B
$1.71 Million 1.13% of portfolio
4,675
Q4 2024 Reduced 4.1%
$445B
$1.46 Million 0.97% of portfolio
13,577
Q2 2025 Reduced 6.84%
$0
$1.45 Million 0.96% of portfolio
56,000
Q2 2025 Reduced 4.27%
$115B
$1.3 Million 0.86% of portfolio
18,850
Q2 2025 Reduced 1.05%
$225B
$1.2 Million 0.79% of portfolio
4,118
Q1 2025 Reduced 1.79%
$123B
$1.17 Million 0.77% of portfolio
13,389
Q2 2025 Added 0.06%
$113B
$1.16 Million 0.76% of portfolio
3,988
Q2 2025 Reduced 7.0%
$110B
$1.06 Million 0.7% of portfolio
3,272
Q2 2025 Reduced 11.26%
$150B
$1.04 Million 0.69% of portfolio
9,399
Q2 2025 Reduced 7.83%
$0
$804,000 0.53% of portfolio
39,990
Q2 2025 Added 17.74%
$59.3B
$742,000 0.49% of portfolio
3,266
Q2 2025 Reduced 1.51%
$150B
$712,000 0.47% of portfolio
3,212
Q2 2024 Reduced 15.74%
$137B
$699,000 0.46% of portfolio
3,340
Q1 2025 Reduced 1.18%
$220B
$693,000 0.46% of portfolio
1,786
Q1 2025 Added 0.06%
$74.5B
$704,000 0.46% of portfolio
21,600
Q4 2021 New
$45B
$658,000 0.43% of portfolio
15,158
Q2 2025 Reduced 1.3%
$295B
$590,000 0.39% of portfolio
8,518
Q2 2025 Added 0.07%
$295B
$582,000 0.38% of portfolio
7,275
Q3 2024 Reduced 9.13%
$166B
$525,000 0.35% of portfolio
3,300
Q2 2025 Added 0.06%
$2.27T
$421,000 0.28% of portfolio
1,920
Q2 2025 Reduced 20.66%
$0
$426,000 0.28% of portfolio
750
Q4 2024 Reduced 46.43%
$548B
$407,000 0.27% of portfolio
725
Q1 2025 Reduced 6.45%
$847B
$395,000 0.26% of portfolio
1,365
Q2 2025 Reduced 3.47%
$154B
$364,000 0.24% of portfolio
1,304
Q2 2025 Added 0.23%
$594B
$371,000 0.24% of portfolio
477
Q4 2024 Reduced 26.84%
$84.7B
$354,000 0.23% of portfolio
5,263
Q2 2025 Reduced 3.66%
$1.23T
$347,000 0.23% of portfolio
1,959
Q2 2025 Added 6.82%
$303B
$286,000 0.19% of portfolio
2,000
Q2 2025 Reduced 8.97%
$0
$286,000 0.19% of portfolio
1,573
Q2 2025 Reduced 3.08%
$138B
$278,000 0.18% of portfolio
11,479
Q2 2025 Added 0.03%
$1.94B
$257,000 0.17% of portfolio
8,781
Q2 2025 Added 0.13%

Summary

  • Portfolio
  • No. of Stocks 62
  • Current Value $152 Million
  • Prior Value $148 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 23, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 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