§ 13F · FUND PROFILE
Lakeside Advisors, INC..
AUM · $159M (13F)Positions · 65Turnover · n/a · Q2Filed · Jul 31, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 31, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 84K | $31M | 19.6% | −1% |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 28K | $14M | 8.9% | +1% |
| 3 | COST | COSTCO WHOLESALE CORPORATION | 13K | $12M | 7.6% | −1% |
| 4 | NUE | NUCOR CORP | 45K | $10M | 6.4% | −3% |
| 5 | VTI | VANGUARD INDEX FDS | 17K | $6M | 4.1% | ±0% |
| 6 | PG | PROCTER & GAMBLE CO | 38K | $6M | 3.5% | ±0% |
| 7 | JNJ | JOHNSON & JOHNSON | 22K | $5M | 3.5% | ±0% |
| 8 | USB | US BANCORP | 89K | $5M | 3.4% | −1% |
| 9 | EXPD | EXPEDITORS INTL WASH INC | 30K | $5M | 3.1% | −1% |
| 10 | GE | GE AEROSPACE | 11K | $4M | 2.6% | ±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 $159 million in assets. The fund runs a portfolio of 65 positions.
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