LA

Lakeside Advisors, INC.

13F
Lakeside Advisors, INC.
Last update 2025-04-30 63 Stocks (1 new)
Value $151.00 Mil Turnover 1 %
Countries:
Lakeside Advisors, INC. Top Holdings of 2025-03-31 View Full List
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
+38.94%
+21.47%
3,790,969.0
Software
BRK.B
Berkshire Hathaway Inc
30,750
16,376.8
-0.39%
10.850
-0.04%
0.000
-8.57%
+4.53%
1,022,296.6
Insurance
COST
Costco Wholesale Corp
14,359
13,580.4
-3.36%
8.990
-0.30%
0.000
-4.25%
+4.03%
421,724.5
Retail - Defensive
PG
Procter & Gamble Co
38,152
6,501.9
-0.51%
4.310
-0.02%
0.000
-7.91%
-5.70%
363,638.5
Consumer Packaged Goods
NUE
Nucor Corp
49,237
5,925.2
+22.55%
3.920
+0.72%
0.020
+27.80%
+21.55%
32,450.4
Steel
VTI
Vanguard Total Stock Market ETF
17,473
4,802.3
0%
3.180
0%
0.000
+19.82%
+7.35%
476,615.2
 
WM
Waste Management Inc
19,582
4,533.5
-1.51%
3.000
-0.04%
0.000
-1.21%
+13.46%
91,475.4
Waste Management
USB
U.S. Bancorp
100,629
4,248.6
-0.71%
2.810
-0.02%
0.010
+20.93%
-2.26%
71,186.3
Banks
MMM
3M Co
28,823
4,233.0
-2.35%
2.800
-0.06%
0.010
+18.26%
+19.87%
82,465.5
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
+5.38%
+1.51%
15,293.0
Transportation

Lakeside Advisors, INC.'s Historical Top Holdings Breakdowns

Lakeside Advisors, INC.'s Top Stock Picks View Full List
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
$140.63
9.15%
Add 22.55%
49,237
9,059
COST
Costco Wholesale Corp
2025-03-31
Reduce
Reduce
-0.30%
890.62 ($974.97) 1076.86
$950.95
-2.46%
Reduce -3.36%
14,359
-500
MSFT
Microsoft Corp
2025-03-31
Reduce
Reduce
-0.18%
375.39 ($407.71) 447.2
$510.05
25.10%
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
$26.14
0.23%
New holding
9,500
9,500
TSLA
Tesla Inc
2025-03-31
Sold Out
Sold Out
-0.16%
222.15 ($333.26) 428.22
$329.65
-1.08%
Sold Out
0
-583
NVDA
NVIDIA Corp
2025-03-31
Reduce
Reduce
-0.15%
106.98 ($126.74) 149.43
$172.41
36.03%
Reduce -8.95%
17,300
-1,700
GEV
GE Vernova Inc
2025-03-31
Reduce
Reduce
-0.11%
270.13 ($348.71) 437.71
$574.60
64.78%
Reduce -18.5%
2,300
-522
SBUX
Starbucks Corp
2025-03-31
Reduce
Reduce
-0.10%
92.17 ($103.37) 115.81
$93.80
-9.26%
Reduce -6.23%
23,955
-1,591
MMM
3M Co
2025-03-31
Reduce
Reduce
-0.06%
129.7 ($146.92) 155.12
$153.23
4.29%
Reduce -2.35%
28,823
-693
CB
Chubb Ltd
2025-03-31
Add
Add
+0.06%
257.71 ($277.87) 301.99
$274.13
-1.35%
Add 7.52%
4,288
300

Lakeside Advisors, INC. Total Holding History ($B)

To

Lakeside Advisors, INC.'s Asset Allocation

To

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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