§ 13F · FUND PROFILE
Lakeside Advisors, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $155.2T (13F)Positions · 62Turnover · — · Q4Filed · Jan 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$576.3B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 85K | $41.1T | 26.3% | −1% |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 28K | $14.2T | 9.1% | −4% |
| 3 | COST | COSTCO WHSL CORP NEW | 13K | $11.4T | 7.3% | −2% |
| 4 | NUE | NUCOR CORP | 47K | $7.6T | 4.9% | −1% |
| 5 | VTI | VANGUARD INDEX FDS | 17K | $5.9T | 3.7% | ±0% |
| 6 | PG | PROCTER AND GAMBLE CO | 37K | $5.4T | 3.4% | +3% |
| 7 | USB | US BANCORP DEL | 93K | $5.0T | 3.2% | −3% |
| 8 | EXPD | EXPEDITORS INTL WASH INC | 31K | $4.6T | 2.9% | −1% |
| 9 | JNJ | JOHNSON & JOHNSON | 22K | $4.5T | 2.9% | −2% |
| 10 | WM | WASTE MGMT INC DEL | 18K | $4.0T | 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 $155154.0 trillion in assets. The fund runs a portfolio of 62 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed