Lakeside Advisors, Inc. Top Holdings and 13F Report (2026) About Lakeside Advisors, Inc.Investment ActivityLakeside Advisors, Inc. has $158.84 million in total holdings as of June 30, 2026.Lakeside Advisors, Inc. owns shares of 65 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 1.65% of the portfolio was purchased this quarter.About 1.58% of the portfolio was sold this quarter.This quarter, Lakeside Advisors, Inc. has purchased 65 new stocks and bought additional shares in 17 stocks.Lakeside Advisors, Inc. sold shares of 21 stocks and completely divested from 4 stocks this quarter.Largest Holdings Microsoft $31,197,110Berkshire Hathaway $14,181,053Costco Wholesale $12,044,298Nucor $10,101,603Vanguard Total Stock Market ETF $6,465,709 Largest New Holdings this Quarter 46654Q773 - J P MORGAN EXCHANGE TRADED F $547,995 Holding81369Y506 - Energy Select Sector SPDR Fund $249,617 Holding314352105 - FEDEX FGHT HLDG CO INC $221,517 Holding571903202 - Marriott International $203,992 Holding Largest Purchases this Quarter J P MORGAN EXCHANGE TRADED F 10,500 shares (about $548.00K)Vanguard Dividend Appreciation ETF 2,175 shares (about $514.65K)CAPITAL GRP FIXED INCM ETF T 12,000 shares (about $316.63K)RBB FUND TRUST 5,200 shares (about $277.68K)Energy Select Sector SPDR Fund 4,700 shares (about $249.62K) Largest Sales this Quarter Microsoft 1,003 shares (about $374.14K)Nucor 1,195 shares (about $266.18K)Costco Wholesale 115 shares (about $107.58K)Waste Management 349 shares (about $77.79K)AbbVie 300 shares (about $75.49K) 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$31,197,110$374,139 â–¼-1.2%83,63419.6%TechnologyBRK.BBerkshire Hathaway$14,181,053$77,560 â–²0.5%28,3408.9%FinanceCOSTCostco Wholesale$12,044,298$107,580 â–¼-0.9%12,8757.6%Consumer StaplesNUENucor$10,101,603$266,183 â–¼-2.6%45,3506.4%MaterialsVTIVanguard Total Stock Market ETF$6,465,7090.0%17,4734.1%ETFPGProcter & Gamble$5,525,634$15,544 â–²0.3%37,6823.5%Consumer StaplesJNJJohnson & Johnson$5,495,810$2,794 â–¼-0.1%21,6403.5%HealthcareUSBU.S. Bancorp$5,376,109$53,877 â–¼-1.0%89,0083.4%FinanceEXPDExpeditors International of Washington$4,958,105$55,575 â–¼-1.1%30,4223.1%IndustrialsGEGE Aerospace$4,182,1570.0%11,1902.6%IndustrialsPCARPACCAR$4,107,760$29,670 â–²0.7%34,1972.6%IndustrialsWMWaste Management$4,008,803$77,787 â–¼-1.9%17,9862.5%IndustrialsABBVAbbVie$3,869,217$75,492 â–¼-1.9%15,3762.4%HealthcareMMM3M$3,513,029$72,051 â–¼-2.0%21,6972.2%IndustrialsGE VERNOVA INC$2,379,0920.0%2,0251.5%COMNVDANVIDIA$2,339,0520.0%11,6901.5%TechnologyAAPLApple$2,298,6250.0%7,9441.4%TechnologySBUXStarbucks$2,142,490$9,095 â–¼-0.4%20,9661.3%Consumer DiscretionaryCATCaterpillar$1,920,548$1,065 â–²0.1%1,8041.2%IndustrialsXOMExxonMobil$1,843,033$13,262 â–¼-0.7%13,4801.2%EnergyHDHome Depot$1,542,9750.0%4,3751.0%Consumer DiscretionaryKRKroger$1,509,916$25,988 â–¼-1.7%27,1911.0%Consumer StaplesDINTDavis Select International ETF$1,489,125$28,500 â–¼-1.9%52,2500.9%ETFTAT&T$1,356,249$16,498 â–¼-1.2%65,5190.9%Communication ServicesCBChubb$1,283,8940.0%3,7680.8%FinanceCAPITAL GRP FIXED INCM ETF T$1,187,345$316,625 â–²36.4%45,0000.7%SHOR DUR MUN ETFVIGVanguard Dividend Appreciation ETF$1,150,683$514,648 â–²80.9%4,8630.7%ETFGILDGilead Sciences$1,116,843$126 â–²0.0%8,8400.7%HealthcareCSXCSX$1,026,6480.0%21,6000.6%IndustrialsMCDMcDonald's$1,023,934$54,062 â–¼-5.0%3,7880.6%Consumer DiscretionaryCSCOCisco Systems$988,211$470 â–²0.0%8,4130.6%TechnologyVOOVanguard S&P 500 ETF$960,160$26,099 â–²2.8%1,3980.6%ETFFDXFedEx$920,302$31,313 â–¼-3.3%2,9390.6%IndustrialsMDTMedtronic$904,934$22,842 â–¼-2.5%11,5680.6%HealthcareRBB FUND TRUST$806,340$277,680 â–²52.5%15,1000.5%FIRS EAGL OV ETFNVONovo Nordisk A/S$764,6430.0%15,9500.5%HealthcareBABoeing$761,9740.0%3,5200.5%IndustrialsMUSTColumbia Multi-Sector Municipal Income ETF$755,8720.0%36,3400.5%ETFCEGConstellation Energy$737,659$16,392 â–¼-2.2%2,9700.5%UtilitiesLOWLowe's Companies$708,2140.0%3,2120.4%Consumer DiscretionaryGOOGAlphabet$683,3400.0%1,9340.4%Communication ServicesLLYEli Lilly and Company$626,1020.0%5220.4%HealthcareEXCExelon$592,447$41,958 â–¼-6.6%12,7080.4%UtilitiesWFCWells Fargo & Company$588,810$16,528 â–¼-2.7%7,1250.4%FinanceQCOMQualcomm$555,925$185 â–²0.0%3,0080.3%TechnologyFRDMFreedom 100 Emerging Markets ETF$552,509$123,930 â–²28.9%7,5790.3%ETFJ P MORGAN EXCHANGE TRADED F$547,995$547,995 â–²New Holding10,5000.3%JPMORGAM LTD DURAMZNAmazon.com$524,3480.0%2,2000.3%Consumer DiscretionaryDIVSSmartETFs Dividend Builder ETF$491,7360.0%15,0000.3%ETFAMGNAmgen$487,294$1,086 â–²0.2%1,3460.3%HealthcareINVESTMENT MANAGERS SER TR I$425,5250.0%10,6000.3%FPA GBL EQTY ETFJPMJPMorgan Chase & Co.$414,691$327 â–²0.1%1,2670.3%FinanceVOOVVanguard S&P 500 Value ETF$353,8050.0%1,6140.2%ETFCVXChevron$332,222$166 â–²0.0%2,0040.2%EnergyMDLZMondelez International$328,3890.0%5,6780.2%Consumer StaplesTSLATesla$323,8620.0%7700.2%Consumer DiscretionaryEXCHANGE LISTED FDS TR$294,2490.0%4,5500.2%AXS KNO LEA ETFBMYBristol Myers Squibb$277,120$14,522 â–²5.5%4,8090.2%HealthcareGEHCGE HealthCare Technologies$275,8850.0%4,3100.2%HealthcareWAFDWaFd$261,600$26,513 â–¼-9.2%6,8180.2%FinanceXLEEnergy Select Sector SPDR Fund$249,617$249,617 â–²New Holding4,7000.2%ETFPFEPfizer$247,866$4,888 â–²2.0%10,2930.2%HealthcareFEDEX FGHT HLDG CO INC$221,517$221,517 â–²New Holding1,4670.1%COMMON STOCKMARMarriott International$203,992$203,992 â–²New Holding5500.1%Consumer DiscretionaryMVISMicrovision$33,5630.0%102,6380.0%TechnologyACHVAchieve Life Sciences$0$326,637 â–¼-100.0%00.0%HealthcareSOLVENTUM CORP$0$303,188 â–¼-100.0%00.0%COM SHSSOLRSmartETFs Sustainable Energy II ETF$0$270,412 â–¼-100.0%00.0%ETFVZVerizon Communications$0$219,992 â–¼-100.0%00.0%Communication ServicesShowing largest 100 holdings. 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