Lakeside Advisors, INC.
CIK 0001913467 · SEATTLE, WA · Quarter end: 2026-06-30 · Filed on: 2026-07-31 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$158.8M
2026 Q2
Positions
65
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
62.7%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
MSFT
MICROSOFT CORP
19.6%
BRK-B
BERKSHIRE HATHAWAY INC DEL
8.9%
COST
COSTCO WHOLESALE CORPORATION
7.6%
NUE
NUCOR CORP
6.4%
VTI
VANGUARD INDEX FDS
4.1%
PG
PROCTER & GAMBLE CO
3.5%
JNJ
JOHNSON & JOHNSON
3.5%
USB
US BANCORP
3.4%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.