Lakeside Advisors, Inc. Reduced Holdings in Q3 2025

Lakeside Advisors, Inc.

  • $154 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
COST
Costco Wholesale Corp

Consumer Defensive
-27
- 0.2%
$915.95 - $994.57 $24.7K - $26.9K
13.5K $12.5M
MMM
3 M CO

Industrials
-5.95K
- 20.84%
$144.41 - $160.2 $859K - $953K
22.6K $3.51M
NVO
Novo Nordisk A S

Healthcare
-1K
- 5.31%
$45.38 - $71.7 $45.4K - $71.7K
17.9K $990K
PG
Procter & Gamble CO

Consumer Defensive
-345
- 0.93%
$150.47 - $161.22 $51.9K - $55.6K
36.6K $5.62M
WM
Waste Management Inc

Industrials
-499
- 2.65%
$213.88 - $237.1 $107K - $118K
18.4K $4.05M
SBUX
Starbucks Corp

Consumer Cyclical
-189
- 0.79%
$81.9 - $96.86 $15.5K - $18.3K
23.8K $2.01M
KR
Kroger CO

Consumer Defensive
-799
- 2.78%
$64.52 - $74.35 $51.6K - $59.4K
27.9K $1.88M
T
At&T Inc.

Communication Services
-3.4K
- 4.6%
$26.94 - $29.62 $91.5K - $101K
70.4K $1.99M
NVDA
Nvidia Corp

Technology
-3K
- 20.0%
$153.3 - $186.58 $460K - $560K
12K $2.24M
CB
Chubb LTD

Financial Services
-120
- 3.01%
$265.99 - $289.59 $31.9K - $34.8K
3.87K $1.09M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-400
- 7.6%
$60.9 - $70.75 $24.4K - $28.3K
4.86K $303K
CEG
Constellation Energy Corp

Utilities
-200
- 6.11%
$298.82 - $354.89 $59.8K - $71K
3.07K $1.01M
EXC
Exelon Corp

Utilities
-1.15K
- 7.59%
$42.73 - $45.54 $49.1K - $52.4K
14K $630K
QCOM
Qualcomm Inc

Technology
-298
- 9.03%
$145.84 - $173.55 $43.5K - $51.7K
3K $499K
GILD
Gilead Sciences, Inc.

Healthcare
-199
- 2.12%
$108.22 - $120.47 $21.5K - $24K
9.2K $1.02M
Solventum Corp
-187
- 2.88%
N/A
6.31K $0
Guinness Atkinson Fds
-1.4K
- 10.07%
N/A
12.5K $0
SOLR
Guinness Atkinson Fds Sustaina
-1.3K
- 12.87%
N/A
8.8K $0
WAFD
Washington Federal Inc

Financial Services
-241
- 2.74%
$28.87 - $31.95 $6.96K - $7.7K
8.54K $258K
PFE
Pfizer Inc

Healthcare
-497
- 4.33%
$23.29 - $25.88 $11.6K - $12.9K
11K $279K
JPM
Jpmorgan Chase & CO

Financial Services
-100
- 7.33%
$282.78 - $316.06 $28.3K - $31.6K
1.27K $399K
FDX
Fedex Corp

Industrials
-98
- 3.0%
$217.1 - $243.2 $21.3K - $23.8K
3.17K $747K
DINT
Davis Fundamental ETF Tr

ETFs
-1.5K
- 2.68%
$25.3 - $28.09 $38K - $42.1K
54.5K $1.52M
MDT
Medtronic PLC

Healthcare
-243
- 1.81%
$87.67 - $95.74 $21.3K - $23.3K
13.1K $1.25M
USB
Us Bancorp \De\

Financial Services
-3.02K
- 3.04%
$43.94 - $50.41 $133K - $152K
96.3K $4.66M
EXPD
Expeditors International Of Washington Inc

Industrials
-830
- 2.59%
$111.37 - $124.95 $92.4K - $104K
31.2K $3.83M
NUE
Nucor Corp

Basic Materials
-687
- 1.43%
$133.3 - $150.33 $91.6K - $103K
47.4K $6.41M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-550
- 1.84%
$459.11 - $506.91 $253K - $279K
29.4K $14.8M
AAPL
Apple Inc.

Technology
-180
- 2.12%
$202.38 - $256.87 $36.4K - $46.2K
8.3K $2.11M
JNJ
Johnson & Johnson

Healthcare
-783
- 3.41%
$155.17 - $185.42 $121K - $145K
22.2K $4.11M
ABBV
Abb Vie Inc.

Healthcare
-400
- 2.49%
$184.85 - $231.54 $73.9K - $92.6K
15.7K $3.63M
MSFT
Microsoft Corp

Technology
-638
- 0.74%
$491.09 - $535.64 $313K - $342K
85.8K $44.4M
Activity Summary
Buys All Purchases 10 New Holdings 2 Increased Positions 8 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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