Lakeside Advisors, Inc. Portfolio Holdings

Lakeside Advisors, Inc.

  • $156 Million
  • Q3 2024

Lakeside Advisors, Inc. has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $156 Million distributed in 64 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $43.3M, Berkshire Hathaway Inc Class B with a value of $14.3M, Costco Wholesale Corp with a value of $13.1M, Procter & Gamble CO with a value of $6.76M, and Nucor Corp with a value of $6.07M.

Examining the 13F form we can see an increase of $4.76M in the current position value, from $151M to 156M.

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 $156 Million
Technology: $50.2 Million
Consumer Defensive: $22.1 Million
Financial Services: $21.7 Million
Industrials: $20 Million
Healthcare: $13.2 Million
ETFs: $8.3 Million
Consumer Cyclical: $7.89 Million
Basic Materials: $6.07 Million
Other: $6.52 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$174M
$54,000 0.03% of portfolio
51,638
Q2 2024 Added 8.4%

Summary

  • Portfolio
  • No. of Stocks 64
  • Current Value $156 Million
  • Prior Value $151 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 28, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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