Lakeside Advisors, Inc. Portfolio Holdings

Lakeside Advisors, Inc.

  • $148 Million
  • Q1 2025

Lakeside Advisors, Inc. has filed its 13F form on April 30, 2025 for Q1 2025 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 $36.2M, Berkshire Hathaway Inc Class B with a value of $16.4M, Costco Wholesale Corp with a value of $13.6M, Procter & Gamble CO with a value of $6.5M, and Nucor Corp with a value of $5.93M.

Examining the 13F form we can see an decrease of $220K in the current position value, from $148M 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: $41.9 Million
Financial Services: $23.4 Million
Consumer Defensive: $22.5 Million
Industrials: $20.8 Million
Healthcare: $12.4 Million
ETFs: $7.52 Million
Consumer Cyclical: $6.78 Million
Basic Materials: $5.93 Million
Other: $6.75 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.95T
$36.2 Million 24.46% of portfolio
96,363
Q1 2025 Reduced 0.66%
$694B
$16.4 Million 11.07% of portfolio
30,750
Q1 2025 Reduced 0.39%
$440B
$13.6 Million 9.18% of portfolio
14,359
Q1 2025 Reduced 3.36%
$385B
$6.5 Million 4.4% of portfolio
38,152
Q1 2025 Reduced 0.51%
$30.7B
$5.93 Million 4.01% of portfolio
49,237
Q1 2025 Added 22.55%
$0
$4.8 Million 3.25% of portfolio
17,473
Q2 2024 Reduced 12.2%
$95.8B
$4.53 Million 3.07% of portfolio
19,582
Q1 2025 Reduced 1.51%
$59.9B
$4.25 Million 2.87% of portfolio
100,629
Q1 2025 Reduced 0.71%
$76.8B
$4.23 Million 2.86% of portfolio
28,823
Q1 2025 Reduced 2.35%
$18B
$3.87 Million 2.61% of portfolio
32,152
Q1 2025 Reduced 0.77%
$409B
$3.82 Million 2.58% of portfolio
23,049
Q1 2025 Reduced 0.16%
$345B
$3.51 Million 2.38% of portfolio
16,776
Q1 2025 Reduced 0.59%
$31.4B
$3.29 Million 2.22% of portfolio
33,742
Q1 2025 Added 1.42%
$197B
$2.66 Million 1.8% of portfolio
94,030
Q1 2025 Reduced 3.04%
$97.4B
$2.35 Million 1.59% of portfolio
23,955
Q1 2025 Reduced 6.23%
$3.42T
$2.27 Million 1.53% of portfolio
10,197
Q1 2025 Reduced 2.86%
$51.7B
$2.03 Million 1.37% of portfolio
29,953
Q1 2025 Reduced 1.64%
$271B
$1.87 Million 1.27% of portfolio
17,300
Q1 2025 Reduced 8.95%
$440B
$1.73 Million 1.17% of portfolio
14,574
Q1 2025 Added 0.03%
$369B
$1.71 Million 1.16% of portfolio
4,675
Q4 2024 Reduced 4.1%
$0
$1.35 Million 0.91% of portfolio
58,500
Q1 2025 Reduced 3.31%
$150B
$1.32 Million 0.89% of portfolio
19,050
Q1 2025 Added 2.14%
$235B
$1.29 Million 0.87% of portfolio
4,118
Q1 2025 Reduced 1.79%
$119B
$1.29 Million 0.87% of portfolio
4,288
Q1 2025 Added 7.52%
$113B
$1.2 Million 0.81% of portfolio
13,381
Q1 2025 Added 0.06%
$134B
$1.14 Million 0.77% of portfolio
10,198
Q1 2025 Reduced 0.49%
$54.7B
$808,000 0.55% of portfolio
3,316
Q1 2025 Added 0.06%
$139B
$749,000 0.51% of portfolio
3,212
Q2 2024 Reduced 15.74%
$74B
$743,000 0.5% of portfolio
3,687
Q1 2025 Reduced 10.49%
$46.6B
$707,000 0.48% of portfolio
15,358
Q1 2025 Reduced 5.54%
$0
$684,000 0.46% of portfolio
33,964
Q4 2024 Reduced 8.12%
$59B
$635,000 0.43% of portfolio
21,600
Q4 2021 New
$163B
$589,000 0.4% of portfolio
1,786
Q1 2025 Added 0.06%
$109B
$569,000 0.38% of portfolio
3,340
Q1 2025 Reduced 1.18%
$270B
$522,000 0.35% of portfolio
7,275
Q3 2024 Reduced 9.13%
$237B
$525,000 0.35% of portfolio
8,512
Q1 2025 Reduced 13.2%
$167B
$506,000 0.34% of portfolio
3,298
Q1 2025 Reduced 2.91%
$217B
$467,000 0.32% of portfolio
1,880
Q1 2025 Reduced 5.05%
$1.88T
$460,000 0.31% of portfolio
2,420
Q4 2024 Added 7.08%
$156B
$405,000 0.27% of portfolio
1,301
Q1 2025 Added 0.23%
$523B
$397,000 0.27% of portfolio
725
Q1 2025 Reduced 6.45%
$854B
$393,000 0.27% of portfolio
477
Q4 2024 Reduced 26.84%
$0
$385,000 0.26% of portfolio
750
Q4 2024 Reduced 46.43%
$266B
$367,000 0.25% of portfolio
2,197
Q1 2025 Added 0.05%
$93.4B
$370,000 0.25% of portfolio
5,463
Q1 2025 Reduced 6.02%
$718B
$346,000 0.23% of portfolio
1,414
Q1 2025 Reduced 3.08%
$0
$295,000 0.2% of portfolio
1,623
Q3 2024 Reduced 2.99%
$137B
$290,000 0.2% of portfolio
11,475
Q1 2025 Added 0.91%
$979B
$286,000 0.19% of portfolio
1,834
Q2 2024 Reduced 20.71%

Summary

  • Portfolio
  • No. of Stocks 63
  • Current Value $148 Million
  • Prior Value $148 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 30, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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