LA
| |
Lakeside Advisors, INC.13F | |
| Lakeside Advisors, INC. | |
| Last update 2025-04-30 | 63 Stocks (1 new) |
| Value $151.00 Mil | Turnover 1 % |
Lakeside Advisors, INC. Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 96,363 | 36,173.7 | -0.66% | 23.960 | -0.18% | 0.000 | +38.00% | +20.34% | 3,755,441.4 | Software | |
BRK.B | Berkshire Hathaway Inc | 30,750 | 16,376.8 | -0.39% | 10.850 | -0.04% | 0.000 | -8.19% | +5.48% | 1,030,137.3 | Insurance | |
COST | Costco Wholesale Corp | 14,359 | 13,580.4 | -3.36% | 8.990 | -0.30% | 0.000 | -3.72% | +3.01% | 417,582.5 | Retail - Defensive | |
PG | Procter & Gamble Co | 38,152 | 6,501.9 | -0.51% | 4.310 | -0.02% | 0.000 | -5.05% | -3.74% | 371,187.9 | Consumer Packaged Goods | |
NUE | Nucor Corp | 49,237 | 5,925.2 | +22.55% | 3.920 | +0.72% | 0.020 | +31.70% | +24.26% | 33,175.0 | Steel | |
VTI | Vanguard Total Stock Market ETF | 17,473 | 4,802.3 | 0% | 3.180 | 0% | 0.000 | +19.96% | +7.60% | 474,434.4 | ||
WM | Waste Management Inc | 19,582 | 4,533.5 | -1.51% | 3.000 | -0.04% | 0.000 | -0.91% | +13.35% | 91,382.8 | Waste Management | |
USB | U.S. Bancorp | 100,629 | 4,248.6 | -0.71% | 2.810 | -0.02% | 0.010 | +19.67% | -1.26% | 71,918.6 | Banks | |
MMM | 3M Co | 28,823 | 4,233.0 | -2.35% | 2.800 | -0.06% | 0.010 | +11.45% | +18.28% | 80,533.6 | Conglomerates | |
EXPD |
Expeditors International of Washington Inc
Expeditors International of Washington Inc
| 32,152 | 3,866.3 | -0.77% | 2.560 | -0.02% | 0.020 | +7.47% | +3.92% | 15,657.3 | Transportation |
Lakeside Advisors, INC.'s Historical Top Holdings Breakdowns
Lakeside Advisors, INC.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
NUE | Nucor Corp | 2025-03-31 | Add Add | +0.72% | 114.48 ($128.84) 142.52 | $143.77 | 11.59% | Add 22.55% | 49,237 | 9,059 | |
COST | Costco Wholesale Corp | 2025-03-31 | Reduce Reduce | -0.30% | 890.62 ($974.97) 1076.86 | $941.61 | -3.42% | Reduce -3.36% | 14,359 | -500 | |
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -0.18% | 375.39 ($407.71) 447.2 | $505.27 | 23.93% | Reduce -0.66% | 96,363 | -639 | |
CGSM |
Capital Group Short Duration Municipal Income ETF
Capital Group Short Duration Municipal Income ETF
| 2025-03-31 | New Buy New Buy | +0.16% | 25.92 ($26.08) 26.25 | $26.12 | 0.15% | New holding | 9,500 | 9,500 | |
TSLA | Tesla Inc | 2025-03-31 | Sold Out Sold Out | -0.16% | 222.15 ($333.26) 428.22 | $332.11 | -0.35% | Sold Out | 0 | -583 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -0.15% | 106.98 ($126.74) 149.43 | $167.03 | 31.79% | Reduce -8.95% | 17,300 | -1,700 | |
GEV | GE Vernova Inc | 2025-03-31 | Reduce Reduce | -0.11% | 270.13 ($348.71) 437.71 | $548.99 | 57.43% | Reduce -18.5% | 2,300 | -522 | |
SBUX | Starbucks Corp | 2025-03-31 | Reduce Reduce | -0.10% | 92.17 ($103.37) 115.81 | $96.94 | -6.22% | Reduce -6.23% | 23,955 | -1,591 | |
MMM | 3M Co | 2025-03-31 | Reduce Reduce | -0.06% | 129.7 ($146.92) 155.12 | $151.20 | 2.91% | Reduce -2.35% | 28,823 | -693 | |
CB | Chubb Ltd | 2025-03-31 | Add Add | +0.06% | 257.71 ($277.87) 301.99 | $278.73 | 0.31% | Add 7.52% | 4,288 | 300 |
Lakeside Advisors, INC. Total Holding History ($B)
Lakeside Advisors, INC.'s Asset Allocation
Lakeside Advisors, INC. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Lakeside Advisors, INC.'s Hypothetical Growth since 2025-03-31
Lakeside Advisors, INC.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Lakeside Advisors, INC.'s Holdings Heat Map
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Lakeside Advisors, INC.'s Holdings Bubble Chart
Lakeside Advisors, INC. News
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