Lakeside Advisors, Inc. Portfolio Holdings

Lakeside Advisors, Inc.

  • $148 Million
  • Q1 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$99.6B
$268,000 0.18% of portfolio
4,396
Q1 2025 Added 0.05%
$175B
$257,000 0.17% of portfolio
5,685
Q1 2025 Added 3.65%
$1.83B
$250,000 0.17% of portfolio
8,770
Q1 2025 Added 0.11%
$75B
$219,000 0.15% of portfolio
3,450
Q1 2025 Reduced 10.39%
$174M
$64,000 0.04% of portfolio
61,638
Q4 2024 Added 19.37%
Solventum Corp
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 5.34%
-
$0 0.0% of portfolio
-
Q4 2024 Added 3.14%
Guinness Atkinson Fds
-
$0 0.0% of portfolio
-
Q4 2021 New
Ge Healthcare Technologies I
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 0.92%
Investment Managers Ser Tr I
-
$0 0.0% of portfolio
-
Q2 2024 New
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 4.72%
Capital Grp Fixed Incm ETF T
-
$0 0.0% of portfolio
-
Q1 2025 New
Ge Vernova Inc
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 18.5%

Summary

  • Portfolio
  • No. of Stocks 63
  • Current Value $148 Million
  • Prior Value $148 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 30, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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