Lakeside Advisors, Inc. Top Holdings and 13F Report (2025) About Lakeside Advisors, Inc.Investment ActivityLakeside Advisors, Inc. has $151.13 million in total holdings as of December 31, 2024.Lakeside Advisors, Inc. owns shares of 63 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 1.13% of the portfolio was purchased this quarter.About 3.19% of the portfolio was sold this quarter.This quarter, Lakeside Advisors, Inc. has purchased 64 new stocks and bought additional shares in 14 stocks.Lakeside Advisors, Inc. sold shares of 33 stocks and completely divested from 2 stocks this quarter.Largest Holdings Microsoft $40,886,475Berkshire Hathaway $13,992,754Costco Wholesale $13,614,900Procter & Gamble $6,429,082Vanguard Total Stock Market ETF $5,063,850 Largest New Holdings this Quarter Tesla $235,439 Holding Largest Purchases this Quarter PACCAR 10,483 shares (about $1.09M)Tesla 583 shares (about $235.44K)Costco Wholesale 130 shares (about $119.12K)Apple 213 shares (about $53.34K)Amgen 203 shares (about $52.93K) Largest Sales this Quarter Microsoft 3,537 shares (about $1.49M)Vanguard S&P 500 ETF 650 shares (about $350.23K)Starbucks 2,993 shares (about $273.11K)Medtronic 1,795 shares (about $143.39K)Eli Lilly and Company 175 shares (about $135.10K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLakeside Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$40,886,475$1,490,850 ▼-3.5%97,00227.1%Computer and TechnologyBRK.BBerkshire Hathaway$13,992,754$90,656 ▼-0.6%30,8709.3%FinanceCOSTCostco Wholesale$13,614,900$119,115 ▲0.9%14,8599.0%Retail/WholesalePGProcter & Gamble$6,429,082$120,206 ▼-1.8%38,3484.3%Consumer StaplesVTIVanguard Total Stock Market ETF$5,063,8500.0%17,4733.4%ETFUSBU.S. Bancorp$4,847,647$125,362 ▼-2.5%101,3523.2%FinanceNUENucor$4,689,206$22,525 ▼-0.5%40,1783.1%Basic MaterialsWMWaste Management$4,011,923$60,334 ▼-1.5%19,8822.7%Business ServicesMMM3M$3,810,248$124,831 ▼-3.2%29,5162.5%Multi-Sector ConglomeratesEXPDExpeditors International of Washington$3,589,223$126,280 ▼-3.4%32,4022.4%TransportationPCARPACCAR$3,460,496$1,090,429 ▲46.0%33,2682.3%Auto/Tires/TrucksJNJJohnson & Johnson$3,338,570$132,039 ▼-3.8%23,0852.2%MedicalABBVAbbVie$2,998,865$53,310 ▼-1.7%16,8762.0%MedicalAAPLApple$2,628,567$53,338 ▲2.1%10,4971.7%Computer and TechnologyNVDANVIDIA$2,551,5100.0%19,0001.7%Computer and TechnologySBUXStarbucks$2,331,036$273,107 ▼-10.5%25,5461.5%Retail/WholesaleTAT&T$2,208,178$37,935 ▼-1.7%96,9781.5%Computer and TechnologyGEGeneral Electric$1,887,2370.0%11,3151.2%TransportationKRKroger$1,862,114$48,797 ▼-2.6%30,4521.2%Retail/WholesaleHDHome Depot$1,818,528$77,798 ▼-4.1%4,6751.2%Retail/WholesaleNVONovo Nordisk A/S$1,604,273$34,408 ▼-2.1%18,6501.1%MedicalXOMExxon Mobil$1,567,291$47,331 ▼-2.9%14,5701.0%Oils/EnergyDINTDavis Select International ETF$1,321,320$93,912 ▼-6.6%60,5000.9%ETFMCDMcDonald's$1,215,5090.0%4,1930.8%Retail/WholesaleCBChubb$1,101,873$33,156 ▼-2.9%3,9880.7%FinanceMDTMedtronic$1,068,275$143,390 ▼-11.8%13,3730.7%MedicalGILDGilead Sciences$946,565$55,327 ▼-5.5%10,2480.6%MedicalFDXFedEx$932,337$14,067 ▼-1.5%3,3140.6%TransportationGE VERNOVA INC$928,2400.0%2,8220.6%COMCEGConstellation Energy$921,461$14,765 ▼-1.6%4,1190.6%Oils/EnergyLOWLowe's Companies$792,7220.0%3,2120.5%Retail/WholesaleCSXCSX$697,0320.0%21,6000.5%TransportationMUSTColumbia Multi-Sector Municipal Income ETF$689,809$60,930 ▼-8.1%33,9640.5%ETFCATCaterpillar$647,413$363 ▲0.1%1,7850.4%Industrial ProductsEXCExelon$611,951$3,764 ▼-0.6%16,2580.4%UtilitiesBABoeing$598,260$17,700 ▼-2.9%3,3800.4%AerospaceCSCOCisco Systems$580,583$34,633 ▼-5.6%9,8070.4%Computer and TechnologyAMZNAmazon.com$530,924$35,102 ▲7.1%2,4200.4%Retail/WholesaleQCOMQUALCOMM$521,770$307 ▲0.1%3,3970.3%Computer and TechnologyWFCWells Fargo & Company$510,9960.0%7,2750.3%FinanceDIVSSmartETFs Dividend Builder ETF$467,048$14,215 ▲3.1%16,4280.3%ETFSOLVENTUM CORP$461,561$37,324 ▼-7.5%6,9870.3%COM SHSIBMInternational Business Machines$435,2630.0%1,9800.3%Computer and TechnologyMAMastercard$408,0920.0%7750.3%Business ServicesVOOVanguard S&P 500 ETF$404,108$350,227 ▼-46.4%7500.3%ETFLLYEli Lilly and Company$368,244$135,100 ▼-26.8%4770.2%MedicalGEHCGE HealthCare Technologies$349,699$2,033 ▼-0.6%4,4730.2%MedicalJPMJPMorgan Chase & Co.$349,630$70,214 ▼-16.7%1,4590.2%FinanceGOOGAlphabet$349,2670.0%1,8340.2%Computer and TechnologyMDLZMondelez International$347,183$20,904 ▼-5.7%5,8130.2%Consumer StaplesAMGNAmgen$338,415$52,926 ▲18.5%1,2980.2%MedicalCVXChevron$318,010$7,241 ▲2.3%2,1960.2%Oils/EnergyVIGVanguard Dividend Appreciation ETF$317,8320.0%1,6230.2%ETFPFEPfizer$301,682$41,202 ▲15.8%11,3710.2%MedicalNKENIKE$291,3300.0%3,8500.2%Consumer DiscretionaryINVESTMENT MANAGERS SER TR I$290,6880.0%9,6000.2%FPA GBL EQTY ETFWAFDWaFd$282,414$258 ▲0.1%8,7600.2%FinanceBMYBristol-Myers Squibb$248,537$17,082 ▲7.4%4,3940.2%MedicalSOLRSmartETFs Sustainable Energy II ETF$247,923$12,271 ▼-4.7%10,1020.2%ETFTSLATesla$235,439$235,439 ▲New Holding5830.2%Auto/Tires/TrucksVZVerizon Communications$219,326$27,031 ▲14.1%5,4850.1%Computer and TechnologyADIVSmartETFs Asia Pacific Dividend Builder ETF$212,8050.0%13,9000.1%ETFMVISMicroVision$80,746$13,100 ▲19.4%61,6380.1%Computer and TechnologyINTCIntel$0$638,327 ▼-100.0%00.0%Computer and TechnologyMARMarriott International$0$223,852 ▼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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