Lakeside Advisors, INC.
Lakeside Advisors, INC. reported 65 holdings worth US$159M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 31, 2026
Lakeside Advisors, INC. reported 65 holdings worth US$159M as of Jun 30, 2026. Largest: Microsoft Corp., Berkshire Hathaway Inc. and Costco Wholesale Corporation. Filed Jul 31, 2026 (Form 13F).
- Holdings
- 65
- Value as reported
- US$159M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Microsoft Corp. | 83,634 | US$31.2M | 19.6% |
| Berkshire Hathaway Inc. | 28,340 | US$14.2M | 8.9% |
| Costco Wholesale Corporation | 12,875 | US$12M | 7.6% |
| Nucor Corporation | 45,350 | US$10.1M | 6.4% |
| Procter & Gamble Company (the) | 37,682 | US$5.53M | 3.5% |
| Johnson & Johnson | 21,640 | US$5.5M | 3.5% |
| U.s. Bancorp | 89,008 | US$5.38M | 3.4% |
| Expeditors International Of Washington, Inc. | 30,422 | US$4.96M | 3.1% |
| Ge Aerospace | 11,190 | US$4.18M | 2.6% |
| Paccar Inc. | 34,197 | US$4.11M | 2.6% |
| Waste Management, Inc. | 17,986 | US$4.01M | 2.5% |
| Abbvie Inc. | 15,376 | US$3.87M | 2.4% |
| 3m Company | 21,697 | US$3.51M | 2.2% |
| Ge Vernova Inc. | 2,025 | US$2.38M | 1.5% |
| Nvidia Corporation | 11,690 | US$2.34M | 1.5% |
| Apple Inc | 7,944 | US$2.3M | 1.4% |
| Starbucks Corporation | 20,966 | US$2.14M | 1.3% |
| Caterpillar, Inc. | 1,804 | US$1.92M | 1.2% |
| Exxon Mobil Corporation | 13,480 | US$1.84M | 1.2% |
| Home Depot, Inc. (the) | 4,375 | US$1.54M | 0.97% |
| Kroger Company (the) | 27,191 | US$1.51M | 0.95% |
| At&t Inc. | 65,519 | US$1.36M | 0.85% |
| Gilead Sciences, Inc. | 8,840 | US$1.12M | 0.70% |
| Csx Corporation | 21,600 | US$1.03M | 0.65% |
| Mcdonald's Corporation | 3,788 | US$1.02M | 0.64% |
| Cisco Systems, Inc. | 8,413 | US$988K | 0.62% |
| Fedex Corporation | 2,939 | US$920K | 0.58% |
| Novo Nordisk A/s Class B | 15,950 | US$765K | 0.48% |
| Boeing Company (the) | 3,520 | US$762K | 0.48% |
| Constellation Energy Corporation | 2,970 | US$738K | 0.46% |
| Lowe's Companies, Inc. | 3,212 | US$708K | 0.45% |
| Alphabet Inc (google) Class C | 1,912 | US$683K | 0.43% |
| Eli Lilly And Company | 522 | US$626K | 0.39% |
| Exelon Corporation | 12,708 | US$592K | 0.37% |
| Wells Fargo & Company | 7,125 | US$589K | 0.37% |
| Qualcomm Incorporated | 3,008 | US$556K | 0.35% |
| Amazon.com, Inc. | 2,200 | US$524K | 0.33% |
| Amgen Inc. | 1,346 | US$487K | 0.31% |
| Jp Morgan Chase & Co. | 1,267 | US$415K | 0.26% |
| Chevron Corporation | 2,004 | US$332K | 0.21% |
| Mondelez International, Inc. | 5,678 | US$328K | 0.21% |
| Tesla, Inc. | 770 | US$324K | 0.20% |
| Bristol-myers Squibb Company | 4,809 | US$277K | 0.17% |
| Ge Healthcare Technologies Inc. | 4,310 | US$276K | 0.17% |
| Wafd, Inc. | 6,818 | US$262K | 0.16% |
| Pfizer, Inc. | 10,293 | US$248K | 0.16% |
| Marriott International | 550 | US$204K | 0.13% |
| Microvision, Inc. | 103K | US$33,563 | 0.02% |
| Achieve Life Sciences, Inc. | 0 | US$0 | 0.00% |
| Solventum Corporation | 0 | US$0 | 0.00% |
| Verizon Communications Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
Related