Lakeside Advisors, INC.

CIK 0001913467 • 7 13F filings • Apr 30, 2025 – Oct 20, 2026

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Filer information

Filed by: Lakeside Advisors, INC., President
Address: 1115 EAST DENNY WAY, SEATTLE, WA, 98122
Phone: 206-285-1730
AUM: $156.4M

AUM over time

$171.3M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $155.2M62 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$4.3M	2.8%Prev: 2.1%	28,556 SH	Increased+6,414 SH
ABBVIE INC	COM	$3.0M	1.9%Prev: 2.3%	16,076 SH	Decreased+400 SH
ALPHABET INC	CAP STK CL C	$348K	0.2%Prev: 0.4%	1,959 SH	Decreased+25 SH
AMAZON COM INC	COM	$421K	0.3%Prev: 0.3%	1,920 SH	Decreased-280 SH
AMGEN INC	COM	$364K	0.2%Prev: 0.3%	1,304 SH	Decreased-39 SH
APPLE INC	COM	$1.7M	1.1%Prev: 1.3%	8,475 SH	Decreased+531 SH
AT&T INC	COM	$2.1M	1.4%Prev: 1.3%	73,808 SH	Increased+7,492 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$14.6M	9.4%Prev: 9.0%	29,967 SH	Increased+1,782 SH
BOEING CO	COM	$700K	0.5%Prev: 0.5%	3,340 SH	Decreased-180 SH
BRISTOL-MYERS SQUIBB CO	COM	$204K	0.1%Prev: 0.2%	4,399 SH	Decreased-158 SH
CAPITAL GRP FIXED INCM ETF T	SHORT DURATION M	$248K	0.2%Prev: 0.6%	9,500 SH	Decreased-23,500 SH
CATERPILLAR INC	COM	$693K	0.4%Prev: 0.9%	1,786 SH	Decreased-17 SH
CHEVRON CORP NEW	COM	$286K	0.2%	2,000 SH	New
CHUBB LIMITED	COM	$1.2M	0.7%	3,988 SH	New
CISCO SYS INC	COM	$591K	0.4%Prev: 0.4%	8,518 SH	Decreased+109 SH
COLUMBIA ETF TR I	MULTI SEC MUNI	$805K	0.5%Prev: 0.5%	39,990 SH	Increased+3,650 SH
CONSTELLATION ENERGY CORP	COM	$1.1M	0.7%Prev: 0.6%	3,272 SH	Increased+236 SH
COSTCO WHSL CORP NEW	COM	$13.4M	8.6%	13,524 SH	New
CSX CORP	COM	$705K	0.5%Prev: 0.6%	21,600 SH	Decreased
DAVIS FUNDAMENTAL ETF TR	SELCT INTL ETF	$1.4M	0.9%Prev: 1.0%	56,000 SH	Increased+2,750 SH
ELI LILLY & CO	COM	$372K	0.2%Prev: 0.3%	477 SH	Decreased-45 SH
EXELON CORP	COM	$658K	0.4%Prev: 0.4%	15,158 SH	Decreased+1,550 SH
EXPEDITORS INTL WASH INC	COM	$3.7M	2.4%Prev: 2.9%	32,064 SH	Decreased+1,301 SH
EXXON MOBIL CORP	COM	$1.5M	0.9%Prev: 1.5%	13,577 SH	Decreased
FEDEX CORP	COM	$742K	0.5%Prev: 0.7%	3,266 SH	Decreased+227 SH
GE AEROSPACE	COM NEW	$2.9M	1.9%Prev: 2.1%	11,315 SH	Decreased+125 SH
GE HEALTHCARE TECHNOLOGIES I	COMMON STOCK	$328K	0.2%Prev: 0.2%	4,432 SH	Increased+122 SH
GE VERNOVA INC	COM	$1.2M	0.8%Prev: 1.2%	2,300 SH	Decreased+275 SH
GILEAD SCIENCES INC	COM	$1.0M	0.7%Prev: 0.8%	9,399 SH	Decreased+560 SH
GUINNESS ATKINSON FDS	SMARTETFS ASIA	$245K	0.2%	13,900 SH	New
GUINNESS ATKINSON FDS	SMARTETFS DIVID	$445K	0.3%	14,468 SH	New
GUINNESS ATKINSON FDS	SUSTNBL ENRGY II	$279K	0.2%	10,102 SH	New
HOME DEPOT INC	COM	$1.7M	1.1%Prev: 1.0%	4,675 SH	Increased+300 SH
INVESTMENT MANAGERS SER TR I	FPA GBL EQTY ETF	$326K	0.2%Prev: 0.3%	9,600 SH	Decreased-1,000 SH
JOHNSON & JOHNSON	COM	$3.5M	2.3%Prev: 3.5%	22,967 SH	Decreased+1,316 SH
JPMORGAN CHASE & CO.	COM	$396K	0.3%	1,365 SH	New
KROGER CO	COM	$2.1M	1.3%Prev: 1.3%	28,705 SH	Increased+1,046 SH
LOWES COS INC	COM	$713K	0.5%Prev: 0.5%	3,212 SH	Decreased
MASTERCARD INCORPORATED	CL A	$407K	0.3%	725 SH	New
MCDONALDS CORP	COM	$1.2M	0.8%Prev: 0.8%	4,118 SH	Decreased+130 SH
MEDTRONIC PLC	SHS	$1.2M	0.8%Prev: 0.7%	13,389 SH	Increased+1,529 SH
MICROSOFT CORP	COM	$43.0M	27.7%Prev: 20.9%	86,420 SH	Increased+1,783 SH
MICROVISION INC DEL	COM NEW	$117K	0.1%Prev: 0.0%	102,638 SH	Increased
MONDELEZ INTL INC	CL A	$355K	0.2%Prev: 0.2%	5,263 SH	Increased-415 SH
NIKE INC	CL B	$245K	0.2%	3,450 SH	New
NOVO-NORDISK A S	ADR	$1.3M	0.8%Prev: 0.4%	18,850 SH	Increased+2,900 SH
NUCOR CORP	COM	$6.2M	4.0%Prev: 5.3%	48,052 SH	Decreased+1,507 SH
NVIDIA CORPORATION	COM	$2.4M	1.5%Prev: 1.4%	15,000 SH	Increased+3,310 SH
PACCAR INC	COM	$3.2M	2.1%Prev: 2.6%	33,793 SH	Decreased-157 SH
PFIZER INC	COM	$278K	0.2%Prev: 0.2%	11,479 SH	Decreased+1,389 SH
PROCTER AND GAMBLE CO	COM	$5.9M	3.8%	36,907 SH	New
QUALCOMM INC	COM	$526K	0.3%Prev: 0.3%	3,300 SH	Increased+293 SH
SOLVENTUM CORP	COM SHS	$493K	0.3%Prev: 0.2%	6,496 SH	Increased+1,853 SH
STARBUCKS CORP	COM	$2.2M	1.4%Prev: 1.3%	23,967 SH	Increased+2,912 SH
US BANCORP DEL	COM NEW	$4.5M	2.9%	99,363 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$426K	0.3%Prev: 0.5%	750 SH	Decreased-610 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$5.3M	3.4%Prev: 3.7%	17,473 SH	Decreased
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$322K	0.2%Prev: 0.4%	1,573 SH	Decreased-1,115 SH
VERIZON COMMUNICATIONS INC	COM	$224K	0.1%Prev: 0.1%	5,186 SH	Increased+804 SH
WAFD INC	COM	$257K	0.2%Prev: 0.2%	8,781 SH	Increased+1,272 SH
WASTE MGMT INC DEL	COM	$4.3M	2.8%Prev: 2.8%	18,853 SH	Increased+518 SH
WELLS FARGO CO NEW	COM	$583K	0.4%	7,275 SH	New

Sold (vs prior filing)

ACHIEVE LIFE SCIENCE INC — $327K
CHEVRON CORPORATION — $414K
CHUBB LTD SWITZ — $1.2M
COSTCO WHOLESALE CORPORATION — $12.9M
EA SERIES TRUST — $321K
GUINNESS ATKINSON FDS — $455K
GUINNESS ATKINSON FDS — $270K
INVESTMENT MANAGERS SER TR I — $237K
JPMORGAN CHASE & CO — $373K
PROCTER & GAMBLE CO — $5.4M
RBB FUND TRUST — $500K
TESLA INC — $286K
US BANCORP — $4.7M
VANGUARD ADMIRAL FDS INC — $329K
WELLS FARGO & CO — $583K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 27, 2026	Q4 2025	13F-HR	0001398344-26-001342	$156.4M	View
Oct 20, 2026	Q3 2026	13F-HR	0001398344-26-018418	$171.3M	View
Oct 27, 2025	Q3 2025