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 Market Cap. of $10 Billions to $200 Billions
