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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$5.31 Million 3.5% of portfolio
17,473
Q2 2024 Reduced 12.2%
$0
$1.45 Million 0.96% of portfolio
56,000
Q2 2025 Reduced 4.27%
$0
$804,000 0.53% of portfolio
39,990
Q2 2025 Added 17.74%
$0
$426,000 0.28% of portfolio
750
Q4 2024 Reduced 46.43%
$0
$286,000 0.19% of portfolio
1,573
Q2 2025 Reduced 3.08%

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
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