Lakeside Advisors, Inc. Portfolio Holdings

Lakeside Advisors, Inc.

  • $154 Million
  • Q3 2025

Lakeside Advisors, Inc. has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $154 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 $44.4M, Berkshire Hathaway Inc Class B with a value of $14.8M, Costco Wholesale Corp with a value of $12.5M, Nucor Corp with a value of $6.41M, and Vanguard Total Stock Market Et with a value of $5.73M.

Examining the 13F form we can see an increase of $2.46M in the current position value, from $152M to 154M.

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 $154 Million
Technology: $50 Million
Financial Services: $22.2 Million
Industrials: $21.2 Million
Consumer Defensive: $20.3 Million
Healthcare: $12 Million
ETFs: $8.81 Million
Consumer Cyclical: $6.86 Million
Basic Materials: $6.41 Million
Other: $6.17 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2B
$258,000 0.17% of portfolio
8,540
Q3 2025 Reduced 2.74%

Summary

  • Portfolio
  • No. of Stocks 63
  • Current Value $154 Million
  • Prior Value $152 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 27, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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