Lakeside Advisors, Inc. Portfolio Holdings by Sector
Lakeside Advisors, Inc.
- $152 Million
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$42,986
28.37% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$14,557
9.61% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$13,387
8.84% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ ABBV GILD LLY AMGN PFE BMY 7 stocks |
$8,750
5.78% of portfolio
|
3
|
3
|
- | - |
0
Calls
0
Puts
|
|
Steel | Basic Materials
NUE 1 stocks |
$6,224
4.11% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$5,880
3.88% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$5,310
3.5% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
USB WAFD 2 stocks |
$4,753
3.14% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
EXPD FDX 2 stocks |
$4,405
2.91% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
MMM 1 stocks |
$4,347
2.87% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$4,313
2.85% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
PCAR CAT 2 stocks |
$3,905
2.58% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
SBUX MCD 2 stocks |
$3,399
2.24% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
DINT MUST VOO VIG 4 stocks |
$2,964
1.96% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE 1 stocks |
$2,912
1.92% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA QCOM 2 stocks |
$2,894
1.91% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$2,426
1.6% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T VZ 2 stocks |
$2,360
1.56% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
KR 1 stocks |
$2,059
1.36% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$1,749
1.15% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,738
1.15% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NVO 1 stocks |
$1,301
0.86% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
MDT 1 stocks |
$1,167
0.77% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$1,155
0.76% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Utilities—Renewable | Utilities
CEG 1 stocks |
$1,056
0.7% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
WFC JPM 2 stocks |
$977
0.64% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
CSX 1 stocks |
$704
0.46% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
BA 1 stocks |
$699
0.46% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
EXC 1 stocks |
$658
0.43% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$590
0.39% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$421
0.28% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA 1 stocks |
$407
0.27% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ 1 stocks |
$354
0.23% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG 1 stocks |
$347
0.23% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$245
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
MVIS 1 stocks |
$107
0.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|