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
+38.00%
+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 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
$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)

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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Lakeside Advisors, INC.'s Holdings Bubble Chart

Lakeside Advisors, INC. News

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