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: $158.8M65 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$3.5M	2.2%Prev: 2.8%	21,697 SH	Decreased-6,859 SH
ABBVIE INC	COM	$3.9M	2.4%Prev: 1.9%	15,376 SH	Increased-700 SH
ALPHABET INC	CAP STK CL C	$683K	0.4%Prev: 0.2%	1,934 SH	Increased-25 SH
AMAZON COM INC	COM	$524K	0.3%Prev: 0.3%	2,200 SH	Increased+280 SH
AMGEN INC	COM	$487K	0.3%Prev: 0.2%	1,346 SH	Increased+42 SH
APPLE INC	COM	$2.3M	1.4%Prev: 1.1%	7,944 SH	Increased-531 SH
AT&T INC	COM	$1.4M	0.9%Prev: 1.4%	65,519 SH	Decreased-8,289 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$14.2M	8.9%Prev: 9.4%	28,340 SH	Decreased-1,627 SH
BOEING CO	COM	$762K	0.5%Prev: 0.5%	3,520 SH	Increased+180 SH
BRISTOL-MYERS SQUIBB CO	COM	$277K	0.2%Prev: 0.1%	4,809 SH	Increased+410 SH
CAPITAL GRP FIXED INCM ETF T	SHOR DUR MUN ETF	$1.2M	0.7%	45,000 SH	New
CATERPILLAR INC	COM	$1.9M	1.2%Prev: 0.4%	1,804 SH	Increased+18 SH
CHEVRON CORPORATION	COM	$332K	0.2%	2,004 SH	New
CHUBB LIMITED	COM	$1.3M	0.8%Prev: 0.7%	3,768 SH	Increased-220 SH
CISCO SYS INC	COM	$988K	0.6%Prev: 0.4%	8,413 SH	Increased-105 SH
COLUMBIA ETF TR I	MULTI SEC MUNI	$756K	0.5%Prev: 0.5%	36,340 SH	Decreased-3,650 SH
CONSTELLATION ENERGY CORP	COM	$738K	0.5%Prev: 0.7%	2,970 SH	Decreased-302 SH
COSTCO WHOLESALE CORPORATION	COM	$12.0M	7.6%	12,875 SH	New
CSX CORP	COM	$1.0M	0.6%Prev: 0.5%	21,600 SH	Increased
DAVIS FUNDAMENTAL ETF TR	SELCT INTL ETF	$1.5M	0.9%Prev: 0.9%	52,250 SH	Increased-3,750 SH
EA SERIES TRUST	FREEDOM 100 EM	$553K	0.3%	7,579 SH	New
ELI LILLY & CO	COM	$626K	0.4%Prev: 0.2%	522 SH	Increased+45 SH
EXCHANGE LISTED FDS TR	AXS KNO LEA ETF	$294K	0.2%	4,550 SH	New
EXELON CORP	COM	$592K	0.4%Prev: 0.4%	12,708 SH	Decreased-2,450 SH
EXPEDITORS INTL WASH INC	COM	$5.0M	3.1%Prev: 2.4%	30,422 SH	Increased-1,642 SH
EXXON MOBIL CORP	COM	$1.8M	1.2%Prev: 0.9%	13,480 SH	Increased-97 SH
FEDEX CORP	COM	$920K	0.6%Prev: 0.5%	2,939 SH	Increased-327 SH
FEDEX FGHT HLDG CO INC	COMMON STOCK	$222K	0.1%	1,467 SH	New
GE AEROSPACE	COM NEW	$4.2M	2.6%Prev: 1.9%	11,190 SH	Increased-125 SH
GE HEALTHCARE TECHNOLOGIES I	COMMON STOCK	$276K	0.2%Prev: 0.2%	4,310 SH	Decreased-122 SH
GE VERNOVA INC	COM	$2.4M	1.5%Prev: 0.8%	2,025 SH	Increased-275 SH
GILEAD SCIENCES INC	COM	$1.1M	0.7%Prev: 0.7%	8,840 SH	Increased-559 SH
GUINNESS ATKINSON FDS	DIVID BLDR ETF	$492K	0.3%	15,000 SH	New
HOME DEPOT INC	COM	$1.5M	1.0%Prev: 1.1%	4,375 SH	Decreased-300 SH
INVESTMENT MANAGERS SER TR I	FPA GBL EQTY ETF	$426K	0.3%Prev: 0.2%	10,600 SH	Increased+1,000 SH
J P MORGAN EXCHANGE TRADED F	JPMORGAM LTD DUR	$548K	0.3%	10,500 SH	New
JOHNSON & JOHNSON	COM	$5.5M	3.5%Prev: 2.3%	21,640 SH	Increased-1,327 SH
JPMORGAN CHASE & CO	COM	$415K	0.3%	1,267 SH	New
KROGER CO	COM	$1.5M	1.0%Prev: 1.3%	27,191 SH	Decreased-1,514 SH
LOWES COS INC	COM	$708K	0.4%Prev: 0.5%	3,212 SH	Decreased
MARRIOTT INTL INC NEW	CL A	$204K	0.1%	550 SH	New
MCDONALDS CORP	COM	$1.0M	0.6%Prev: 0.8%	3,788 SH	Decreased-330 SH
MEDTRONIC PLC	SHS	$905K	0.6%Prev: 0.8%	11,568 SH	Decreased-1,821 SH
MICROSOFT CORP	COM	$31.2M	19.6%Prev: 27.7%	83,634 SH	Decreased-2,786 SH
MICROVISION INC DEL	COM NEW	$34K	0.0%Prev: 0.1%	102,638 SH	Decreased
MONDELEZ INTL INC	CL A	$328K	0.2%Prev: 0.2%	5,678 SH	Decreased+415 SH
NOVO-NORDISK A S	ADR	$765K	0.5%Prev: 0.8%	15,950 SH	Decreased-2,900 SH
NUCOR CORP	COM	$10.1M	6.4%Prev: 4.0%	45,350 SH	Increased-2,702 SH
NVIDIA CORPORATION	COM	$2.3M	1.5%Prev: 1.5%	11,690 SH	Decreased-3,310 SH
PACCAR INC	COM	$4.1M	2.6%Prev: 2.1%	34,197 SH	Increased+404 SH
PFIZER INC	COM	$248K	0.2%Prev: 0.2%	10,293 SH	Decreased-1,186 SH
PROCTER & GAMBLE CO	COM	$5.5M	3.5%	37,682 SH	New
QUALCOMM INC	COM	$556K	0.3%Prev: 0.3%	3,008 SH	Increased-292 SH
RBB FUND TRUST	FIRS EAGL OV ETF	$806K	0.5%	15,100 SH	New
SELECT SECTOR SPDR TR	ST STR ENERG ETF	$250K	0.2%	4,700 SH	New
STARBUCKS CORP	COM	$2.1M	1.3%Prev: 1.4%	20,966 SH	Decreased-3,001 SH
TESLA INC	COM	$324K	0.2%	770 SH	New
US BANCORP	COM NEW	$5.4M	3.4%	89,008 SH	New
VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	$354K	0.2%	1,614 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$960K	0.6%Prev: 0.3%	1,398 SH	Increased+648 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$6.5M	4.1%Prev: 3.4%	17,473 SH	Increased
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.2M	0.7%Prev: 0.2%	4,863 SH	Increased+3,290 SH
WAFD INC	COM	$262K	0.2%Prev: 0.2%	6,818 SH	Increased-1,963 SH
WASTE MGMT INC DEL	COM	$4.0M	2.5%Prev: 2.8%	17,986 SH	Decreased-867 SH
WELLS FARGO & CO	COM	$589K	0.4%	7,125 SH	New

Sold (vs prior filing)

CAPITAL GRP FIXED INCM ETF T — $248K
CHEVRON CORP NEW — $286K
COSTCO WHSL CORP NEW — $13.4M
GUINNESS ATKINSON FDS — $245K
GUINNESS ATKINSON FDS — $445K
GUINNESS ATKINSON FDS — $279K
JPMORGAN CHASE & CO. — $396K
MASTERCARD INCORPORATED — $407K
NIKE INC — $245K
PROCTER AND GAMBLE CO — $5.9M
SOLVENTUM CORP — $493K
US BANCORP DEL — $4.5M
VERIZON COMMUNICATIONS INC — $224K
WELLS FARGO CO NEW — $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