§ 13F · FUND PROFILE
Lakeside Advisors, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $158M (13F)Positions · 63Turnover · — · Q1Filed · May 1, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 1, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 85K | $31M | 20.9% | ±0% |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 28K | $14M | 9.0% | ±0% |
| 3 | COST | COSTCO WHOLESALE CORPORATION | 13K | $13M | 8.6% | −2% |
| 4 | NUE | NUCOR CORP | 47K | $8M | 5.3% | ±0% |
| 5 | VTI | VANGUARD INDEX FDS | 17K | $6M | 3.7% | ±0% |
| 6 | PG | PROCTER & GAMBLE CO | 38K | $5M | 3.6% | ±0% |
| 7 | JNJ | JOHNSON & JOHNSON | 22K | $5M | 3.5% | −1% |
| 8 | USB | US BANCORP | 90K | $5M | 3.1% | −4% |
| 9 | EXPD | EXPEDITORS INTL WASH INC | 31K | $4M | 2.9% | ±0% |
| 10 | WM | WASTE MGMT INC DEL | 18K | $4M | 2.8% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LAKESIDE SIGNAL
AC read
Lakeside Advisors, INC. is a Other fund managing $158 million in assets. The fund runs a portfolio of 63 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed