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: $158.1M63 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$3.5M	2.2%Prev: 2.2%	22,606 SH	Decreased+909 SH
ABBVIE INC	COM	$3.6M	2.3%Prev: 2.4%	15,676 SH	Decreased+300 SH
ALPHABET INC	CAP STK CL C	$477K	0.3%Prev: 0.4%	1,959 SH	Decreased+25 SH
AMAZON COM INC	COM	$422K	0.3%Prev: 0.3%	1,920 SH	Decreased-280 SH
AMGEN INC	COM	$369K	0.2%Prev: 0.3%	1,307 SH	Decreased-39 SH
APPLE INC	COM	$2.1M	1.3%Prev: 1.4%	8,295 SH	Decreased+351 SH
AT&T INC	COM	$2.0M	1.3%Prev: 0.9%	70,411 SH	Increased+4,892 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$14.8M	9.4%Prev: 8.9%	29,417 SH	Increased+1,077 SH
BOEING CO	COM	$721K	0.5%Prev: 0.5%	3,340 SH	Decreased-180 SH
CAPITAL GRP FIXED INCM ETF T	SHORT DURATION M	$250K	0.2%	9,500 SH	New
CATERPILLAR INC	COM	$853K	0.5%Prev: 1.2%	1,787 SH	Decreased-17 SH
CHEVRON CORP NEW	COM	$311K	0.2%	2,001 SH	New
CHUBB LIMITED	COM	$1.1M	0.7%Prev: 0.8%	3,868 SH	Decreased+100 SH
CISCO SYS INC	COM	$583K	0.4%Prev: 0.6%	8,523 SH	Decreased+110 SH
COLUMBIA ETF TR I	MULTI SEC MUNI	$746K	0.5%Prev: 0.5%	36,340 SH	Decreased
CONSTELLATION ENERGY CORP	COM	$1.0M	0.6%Prev: 0.5%	3,072 SH	Increased+102 SH
COSTCO WHSL CORP NEW	COM	$12.5M	7.9%	13,497 SH	New
CSX CORP	COM	$767K	0.5%Prev: 0.6%	21,600 SH	Decreased
DAVIS FUNDAMENTAL ETF TR	SELCT INTL ETF	$1.5M	1.0%Prev: 0.9%	54,500 SH	Increased+2,250 SH
ELI LILLY & CO	COM	$364K	0.2%Prev: 0.4%	477 SH	Decreased-45 SH
EXELON CORP	COM	$631K	0.4%Prev: 0.4%	14,008 SH	Increased+1,300 SH
EXPEDITORS INTL WASH INC	COM	$3.8M	2.4%Prev: 3.1%	31,234 SH	Decreased+812 SH
EXXON MOBIL CORP	COM	$1.5M	1.0%Prev: 1.2%	13,581 SH	Decreased+101 SH
FEDEX CORP	COM	$747K	0.5%Prev: 0.6%	3,168 SH	Decreased+229 SH
GE AEROSPACE	COM NEW	$3.4M	2.2%Prev: 2.6%	11,315 SH	Decreased+125 SH
GE HEALTHCARE TECHNOLOGIES I	COMMON STOCK	$333K	0.2%Prev: 0.2%	4,432 SH	Increased+122 SH
GE VERNOVA INC	COM	$1.4M	0.9%Prev: 1.5%	2,300 SH	Decreased+275 SH
GILEAD SCIENCES INC	COM	$1.0M	0.6%Prev: 0.7%	9,200 SH	Decreased+360 SH
GUINNESS ATKINSON FDS	SMARTETFS ASIA	$226K	0.1%	12,500 SH	New
GUINNESS ATKINSON FDS	SMARTETFS DIVID	$467K	0.3%	15,000 SH	New
GUINNESS ATKINSON FDS	SUSTNBL ENRGY II	$269K	0.2%	8,802 SH	New
HOME DEPOT INC	COM	$1.9M	1.2%Prev: 1.0%	4,675 SH	Increased+300 SH
INVESTMENT MANAGERS SER TR I	AXS KNOWLEDGE LE	$230K	0.1%	4,550 SH	New
INVESTMENT MANAGERS SER TR I	FPA GBL EQTY ETF	$344K	0.2%Prev: 0.3%	9,600 SH	Decreased-1,000 SH
JOHNSON & JOHNSON	COM	$4.1M	2.6%Prev: 3.5%	22,184 SH	Decreased+544 SH
JPMORGAN CHASE & CO.	COM	$399K	0.3%	1,265 SH	New
KROGER CO	COM	$1.9M	1.2%Prev: 1.0%	27,906 SH	Increased+715 SH
LOWES COS INC	COM	$807K	0.5%Prev: 0.4%	3,212 SH	Increased
MASTERCARD INCORPORATED	CL A	$412K	0.3%	725 SH	New
MCDONALDS CORP	COM	$1.3M	0.8%Prev: 0.6%	4,118 SH	Increased+330 SH
MEDTRONIC PLC	SHS	$1.3M	0.8%Prev: 0.6%	13,146 SH	Increased+1,578 SH
MICROSOFT CORP	COM	$44.4M	28.1%Prev: 19.6%	85,782 SH	Increased+2,148 SH
MICROVISION INC DEL	COM NEW	$127K	0.1%Prev: 0.0%	102,638 SH	Increased
MONDELEZ INTL INC	CL A	$304K	0.2%Prev: 0.2%	4,863 SH	Decreased-815 SH
NIKE INC	CL B	$241K	0.2%	3,450 SH	New
NOVO-NORDISK A S	ADR	$990K	0.6%Prev: 0.5%	17,850 SH	Increased+1,900 SH
NUCOR CORP	COM	$6.4M	4.1%Prev: 6.4%	47,365 SH	Decreased+2,015 SH
NVIDIA CORPORATION	COM	$2.2M	1.4%Prev: 1.5%	12,000 SH	Decreased+310 SH
PACCAR INC	COM	$3.3M	2.1%Prev: 2.6%	33,961 SH	Decreased-236 SH
PFIZER INC	COM	$280K	0.2%Prev: 0.2%	10,982 SH	Increased+689 SH
PROCTER AND GAMBLE CO	COM	$5.6M	3.6%	36,562 SH	New
QUALCOMM INC	COM	$499K	0.3%Prev: 0.3%	3,002 SH	Decreased-6 SH
SOLVENTUM CORP	COM SHS	$461K	0.3%	6,309 SH	New
STARBUCKS CORP	COM	$2.0M	1.3%Prev: 1.3%	23,778 SH	Decreased+2,812 SH
TESLA INC	COM	$238K	0.2%Prev: 0.2%	535 SH	Decreased-235 SH
US BANCORP DEL	COM NEW	$4.7M	2.9%	96,342 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$524K	0.3%Prev: 0.6%	855 SH	Decreased-543 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$5.7M	3.6%Prev: 4.1%	17,473 SH	Decreased
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$339K	0.2%Prev: 0.7%	1,573 SH	Decreased-3,290 SH
VERIZON COMMUNICATIONS INC	COM	$228K	0.1%	5,186 SH	New
WAFD INC	COM	$259K	0.2%Prev: 0.2%	8,540 SH	Decreased+1,722 SH
WASTE MGMT INC DEL	COM	$4.1M	2.6%Prev: 2.5%	18,354 SH	Increased+368 SH
WELLS FARGO CO NEW	COM	$610K	0.4%	7,275 SH	New

Sold (vs prior filing)

BRISTOL-MYERS SQUIBB CO — $277K
CAPITAL GRP FIXED INCM ETF T — $1.2M
CHEVRON CORPORATION — $332K
COSTCO WHOLESALE CORPORATION — $12.0M
EA SERIES TRUST — $553K
EXCHANGE LISTED FDS TR — $294K
FEDEX FGHT HLDG CO INC — $222K
GUINNESS ATKINSON FDS — $492K
J P MORGAN EXCHANGE TRADED F — $548K
JPMORGAN CHASE & CO — $415K
MARRIOTT INTL INC NEW — $204K
PROCTER & GAMBLE CO — $5.5M
RBB FUND TRUST — $806K
SELECT SECTOR SPDR TR — $250K
US BANCORP — $5.4M
VANGUARD ADMIRAL FDS INC — $354K
WELLS FARGO & CO — $589K

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