Lakeside Advisors, Inc. Top Holdings and 13F Report (2026) About Lakeside Advisors, Inc.Investment ActivityLakeside Advisors, Inc. has $149.84 million in total holdings as of March 31, 2026.Lakeside Advisors, Inc. owns shares of 65 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 1.45% of the portfolio was purchased this quarter.About 0.98% of the portfolio was sold this quarter.This quarter, Lakeside Advisors, Inc. has purchased 62 new stocks and bought additional shares in 16 stocks.Lakeside Advisors, Inc. sold shares of 30 stocks and completely divested from 1 stock this quarter.Largest Holdings Microsoft $31,330,082Berkshire Hathaway $13,506,252Costco Wholesale $12,943,703Nucor $7,870,683Vanguard Total Stock Market ETF $5,605,513 Largest New Holdings this Quarter 75526L878 - RBB FUND TRUST $499,554 Holding004468500 - Achieve Life Sciences $326,637 Holding02072L607 - Freedom 100 Emerging Markets ETF $321,287 Holding92343V104 - Verizon Communications $219,992 Holding Largest Purchases this Quarter CAPITAL GRP FIXED INCM ETF T 21,500 shares (about $565.02K)RBB FUND TRUST 9,900 shares (about $499.55K)Achieve Life Sciences 111,101 shares (about $326.64K)Freedom 100 Emerging Markets ETF 5,879 shares (about $321.29K)Verizon Communications 4,382 shares (about $219.99K) Largest Sales this Quarter Costco Wholesale 217 shares (about $216.23K)U.S. Bancorp 3,273 shares (about $170.23K)Microsoft 361 shares (about $133.63K)GE VERNOVA INC 150 shares (about $130.94K)AT&T 3,298 shares (about $95.61K) 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$31,330,082$133,631 ▼-0.4%84,63720.9%Computer and TechnologyBRK.BBerkshire Hathaway$13,506,252$4,792 ▼0.0%28,1859.0%FinanceCOSTCostco Wholesale$12,943,703$216,227 ▼-1.6%12,9908.6%Retail/WholesaleNUENucor$7,870,683$22,321 ▼-0.3%46,5455.3%Basic MaterialsVTIVanguard Total Stock Market ETF$5,605,5130.0%17,4733.7%ETFPGProcter & Gamble$5,427,485$13,288 ▲0.2%37,5763.6%Consumer StaplesJNJJohnson & Johnson$5,292,419$33,733 ▼-0.6%21,6513.5%MedicalUSBU.S. Bancorp$4,675,694$170,229 ▼-3.5%89,9003.1%FinanceEXPDExpeditors International of Washington$4,406,195$20,052 ▼-0.5%30,7632.9%TransportationWMWaste Management$4,213,3110.0%18,3352.8%Business ServicesPCARPACCAR$3,921,277$11,897 ▼-0.3%33,9502.6%Auto/Tires/TrucksABBVAbbVie$3,409,3730.0%15,6762.3%MedicalMMM3M$3,215,657$13,652 ▼-0.4%22,1422.1%Multi-Sector ConglomeratesGEGE Aerospace$3,175,462$32,067 ▼-1.0%11,1902.1%AerospaceXOMExxonMobil$2,303,557$1,357 ▼-0.1%13,5771.5%EnergyNVDANVIDIA$2,038,7360.0%11,6901.4%Computer and TechnologyAAPLApple$2,016,056$25,378 ▼-1.2%7,9441.3%Computer and TechnologyKRKroger$2,001,427$7,164 ▼-0.4%27,6591.3%Retail/WholesaleTAT&T$1,922,513$95,610 ▼-4.7%66,3161.3%Computer and TechnologySBUXStarbucks$1,886,342$17,022 ▼-0.9%21,0551.3%Retail/WholesaleGE VERNOVA INC$1,767,623$130,935 ▼-6.9%2,0251.2%COMHDHome Depot$1,438,894$32,889 ▼-2.2%4,3751.0%Retail/WholesaleDINTDavis Select International ETF$1,433,243$33,644 ▼-2.3%53,2501.0%ETFCATCaterpillar$1,277,453$10,628 ▲0.8%1,8030.9%IndustrialsMCDMcDonald's$1,239,431$40,403 ▼-3.2%3,9880.8%Retail/WholesaleGILDGilead Sciences$1,231,933$36,377 ▼-2.9%8,8390.8%MedicalCBChubb$1,228,091$32,593 ▼-2.6%3,7680.8%FinanceFDXFedEx$1,082,446$7,480 ▲0.7%3,0390.7%TransportationMDTMedtronic$1,027,660$8,058 ▼-0.8%11,8600.7%MedicalCSXCSX$886,6800.0%21,6000.6%TransportationCAPITAL GRP FIXED INCM ETF T$867,240$565,020 ▲187.0%33,0000.6%SHORT DURATION MCEGConstellation Energy$847,803$838 ▼-0.1%3,0360.6%EnergyVOOVanguard S&P 500 ETF$812,668$32,865 ▲4.2%1,3600.5%ETFLOWLowe's Companies$758,9310.0%3,2120.5%Retail/WholesaleMUSTColumbia Multi-Sector Municipal Income ETF$745,3330.0%36,3400.5%ETFBABoeing$700,586$5,971 ▲0.9%3,5200.5%AerospaceEXCExelon$667,064$12,255 ▼-1.8%13,6080.4%UtilitiesCSCOCisco Systems$652,473$9,233 ▼-1.4%8,4090.4%Computer and TechnologyNVONovo Nordisk A/S$586,163$49,613 ▼-7.8%15,9500.4%MedicalWFCWells Fargo & Company$583,143$15,922 ▼-2.7%7,3250.4%FinanceVIGVanguard Dividend Appreciation ETF$578,081$64,518 ▲12.6%2,6880.4%ETFGOOGAlphabet$554,7870.0%1,9340.4%Computer and TechnologyRBB FUND TRUST$499,554$499,554 ▲New Holding9,9000.3%FIRST EAGLE OVERLLYEli Lilly and Company$480,120$9,198 ▲2.0%5220.3%MedicalAMGNAmgen$472,490$1,055 ▲0.2%1,3430.3%MedicalAMZNAmazon.com$458,194$58,316 ▲14.6%2,2000.3%Retail/WholesaleDIVSSmartETFs Dividend Builder ETF$455,3180.0%15,0000.3%ETFCVXChevron$414,470$207 ▲0.0%2,0030.3%EnergyQCOMQualcomm$387,206$386 ▲0.1%3,0070.3%Computer and TechnologyINVESTMENT MANAGERS SER TR I$384,568$36,280 ▲10.4%10,6000.3%FPA GBL EQTY ETFJPMJPMorgan Chase & Co.$372,5070.0%1,2660.2%FinanceVOOVVanguard S&P 500 Value ETF$328,9170.0%1,6140.2%ETFMDLZMondelez International$327,2540.0%5,6780.2%Consumer StaplesACHVAchieve Life Sciences$326,637$326,637 ▲New Holding111,1010.2%MedicalFRDMFreedom 100 Emerging Markets ETF$321,287$321,287 ▲New Holding5,8790.2%ETFGEHCGE HealthCare Technologies$306,788$6,193 ▼-2.0%4,3100.2%MedicalSOLVENTUM CORP$303,188$15,346 ▼-4.8%4,6430.2%COM SHSTSLATesla$286,248$5,576 ▲2.0%7700.2%Auto/Tires/TrucksPFEPfizer$283,317$112 ▲0.0%10,0900.2%MedicalBMYBristol Myers Squibb$276,388$121 ▲0.0%4,5570.2%MedicalSOLRSmartETFs Sustainable Energy II ETF$270,4120.0%8,8020.2%ETFINVESTMENT MANAGERS SER TR I$236,9140.0%4,5500.2%AXS KNOWLEDGE LEWAFDWaFd$235,783$7,567 ▼-3.1%7,5090.2%FinanceVZVerizon Communications$219,992$219,992 ▲New Holding4,3820.1%Computer and TechnologyMVISMicrovision$65,8110.0%102,6380.0%Computer and TechnologyADIVSmartETFs Asia Pacific Dividend Builder ETF$0$226,625 ▼-100.0%00.0%ETFShowing 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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