Lakeside Advisors, Inc. Top Holdings and 13F Report (2025) About Lakeside Advisors, Inc.Investment ActivityLakeside Advisors, Inc. has $155.15 million in total holdings as of June 30, 2025.Lakeside Advisors, Inc. owns shares of 62 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 0.13% of the portfolio was purchased this quarter.About 6.16% of the portfolio was sold this quarter.This quarter, Lakeside Advisors, Inc. has purchased 63 new stocks and bought additional shares in 12 stocks.Lakeside Advisors, Inc. sold shares of 31 stocks and completely divested from 1 stock this quarter.Largest Holdings Microsoft $42,986,171Berkshire Hathaway $14,557,070Costco Wholesale $13,387,881Nucor $6,224,675Procter & Gamble $5,880,059 Largest Purchases this Quarter Columbia Multi-Sector Municipal Income ETF 6,026 shares (about $121.24K)Microvision 41,000 shares (about $46.74K)Alphabet 125 shares (about $22.17K)PACCAR 51 shares (about $4.85K)Starbucks 12 shares (about $1.10K) Largest Sales this Quarter Microsoft 9,943 shares (about $4.95M)Costco Wholesale 835 shares (about $826.60K)AT&T 20,222 shares (about $585.22K)Berkshire Hathaway 783 shares (about $380.36K)NVIDIA 2,300 shares (about $363.38K) 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$42,986,171$4,945,747 ▼-10.3%86,42027.7%Computer and TechnologyBRK.BBerkshire Hathaway$14,557,070$380,358 ▼-2.5%29,9679.4%FinanceCOSTCostco Wholesale$13,387,881$826,596 ▼-5.8%13,5248.6%Retail/WholesaleNUENucor$6,224,675$153,505 ▼-2.4%48,0524.0%Basic MaterialsPGProcter & Gamble$5,880,059$198,355 ▼-3.3%36,9073.8%Consumer StaplesVTIVanguard Total Stock Market ETF$5,310,5690.0%17,4733.4%ETFUSBU.S. Bancorp$4,496,196$57,287 ▼-1.3%99,3632.9%FinanceMMM3M$4,347,340$40,648 ▼-0.9%28,5562.8%Multi-Sector ConglomeratesWMWaste Management$4,313,966$166,811 ▼-3.7%18,8532.8%Business ServicesEXPDExpeditors International of Washington$3,663,344$10,054 ▼-0.3%32,0642.4%TransportationJNJJohnson & Johnson$3,508,239$12,526 ▼-0.4%22,9672.3%MedicalPCARPACCAR$3,212,348$4,848 ▲0.2%33,7932.1%Auto/Tires/TrucksABBVAbbVie$2,984,027$129,934 ▼-4.2%16,0761.9%MedicalGEGE Aerospace$2,912,4060.0%11,3151.9%AerospaceNVDANVIDIA$2,369,850$363,377 ▼-13.3%15,0001.5%Computer and TechnologySBUXStarbucks$2,196,058$1,100 ▲0.1%23,9671.4%Retail/WholesaleTAT&T$2,136,004$585,225 ▼-21.5%73,8081.4%Computer and TechnologyKRKroger$2,058,976$89,518 ▼-4.2%28,7051.3%Retail/WholesaleAAPLApple$1,738,755$353,290 ▼-16.9%8,4751.1%Computer and TechnologyHDHome Depot$1,714,0420.0%4,6751.1%Retail/WholesaleXOMExxon Mobil$1,463,647$107,480 ▼-6.8%13,5770.9%EnergyDINTDavis Select International ETF$1,448,160$64,650 ▼-4.3%56,0000.9%ETFNVONovo Nordisk A/S$1,301,027$13,804 ▼-1.0%18,8500.8%MedicalGE VERNOVA INC$1,217,0450.0%2,3000.8%COMMCDMcDonald's$1,203,1560.0%4,1180.8%Retail/WholesaleMDTMedtronic$1,167,106$697 ▲0.1%13,3890.8%MedicalCBChubb$1,155,391$86,915 ▼-7.0%3,9880.7%FinanceCEGConstellation Energy$1,056,071$133,945 ▼-11.3%3,2720.7%EnergyGILDGilead Sciences$1,042,069$88,585 ▼-7.8%9,3990.7%MedicalMUSTColumbia Multi-Sector Municipal Income ETF$804,599$121,243 ▲17.7%39,9900.5%ETFFDXFedEx$742,322$11,364 ▼-1.5%3,2660.5%TransportationLOWLowe's Companies$712,6460.0%3,2120.5%Retail/WholesaleCSXCSX$704,8080.0%21,6000.5%TransportationBABoeing$699,8300.0%3,3400.5%AerospaceCATCaterpillar$693,4890.0%1,7860.4%IndustrialsEXCExelon$658,160$8,684 ▼-1.3%15,1580.4%UtilitiesCSCOCisco Systems$591,004$416 ▲0.1%8,5180.4%Computer and TechnologyWFCWells Fargo & Company$582,8730.0%7,2750.4%FinanceQCOMQUALCOMM$525,634$319 ▲0.1%3,3000.3%Computer and TechnologySOLVENTUM CORP$492,657$8,949 ▼-1.8%6,4960.3%COM SHSDIVSSmartETFs Dividend Builder ETF$445,397$60,339 ▼-11.9%14,4680.3%ETFVOOVanguard S&P 500 ETF$426,0230.0%7500.3%ETFAMZNAmazon.com$421,229$109,695 ▼-20.7%1,9200.3%Retail/WholesaleMAMastercard$407,4070.0%7250.3%Business ServicesJPMJPMorgan Chase & Co.$395,644$14,203 ▼-3.5%1,3650.3%FinanceLLYEli Lilly and Company$371,8360.0%4770.2%MedicalAMGNAmgen$364,166$838 ▲0.2%1,3040.2%MedicalMDLZMondelez International$354,906$13,487 ▼-3.7%5,2630.2%Consumer StaplesGOOGAlphabet$347,507$22,174 ▲6.8%1,9590.2%Computer and TechnologyGEHCGE HealthCare Technologies$328,2790.0%4,4320.2%MedicalINVESTMENT MANAGERS SER TR I$326,3640.0%9,6000.2%FPA GBL EQTY ETFVIGVanguard Dividend Appreciation ETF$321,946$10,234 ▼-3.1%1,5730.2%ETFCVXChevron$286,372$28,208 ▼-9.0%2,0000.2%EnergySOLRSmartETFs Sustainable Energy II ETF$279,0300.0%10,1020.2%ETFPFEPfizer$278,240$97 ▲0.0%11,4790.2%MedicalWAFDWaFd$257,095$322 ▲0.1%8,7810.2%FinanceCAPITAL GRP FIXED INCM ETF T$247,7600.0%9,5000.2%SHORT DURATION MNKENIKE$245,0880.0%3,4500.2%Consumer DiscretionaryADIVSmartETFs Asia Pacific Dividend Builder ETF$245,0570.0%13,9000.2%ETFVZVerizon Communications$224,381$21,590 ▼-8.8%5,1860.1%Computer and TechnologyBMYBristol Myers Squibb$203,623$139 ▲0.1%4,3990.1%MedicalMVISMicrovision$117,007$46,740 ▲66.5%102,6380.1%Computer and TechnologyIBMInternational Business Machines$0$467,481 ▼-100.0%00.0%Computer and TechnologyShowing 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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