Lakeside Advisors, INC.

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

Import this data to Google Sheets with:

=jivedata("lakeside-advisors-inc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

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: $171.3M66 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$3.5M	2.0%Prev: 2.2%	21,333 SH	Decreased-1,273 SH
ABBVIE INC	COM	$4.0M	2.3%Prev: 2.3%	15,276 SH	Increased-400 SH
ALPHABET INC	CAP STK CL C	$772K	0.5%Prev: 0.3%	2,267 SH	Increased+308 SH
AMAZON COM INC	COM	$574K	0.3%Prev: 0.3%	2,303 SH	Increased+383 SH
AMGEN INC	COM	$568K	0.3%Prev: 0.2%	1,348 SH	Increased+41 SH
APPLE INC	COM	$2.5M	1.5%Prev: 1.3%	7,513 SH	Increased-782 SH
AT&T INC	COM	$1.6M	0.9%Prev: 1.3%	63,623 SH	Decreased-6,788 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$14.0M	8.2%Prev: 9.4%	28,090 SH	Decreased-1,327 SH
BNY MELLON ETF TRUST	GLOBAL INFRASCTR	$352K	0.2%	8,400 SH	New
BOEING CO	COM	$678K	0.4%Prev: 0.5%	3,645 SH	Decreased+305 SH
BRISTOL-MYERS SQUIBB CO	COM	$287K	0.2%	4,592 SH	New
CAPITAL GRP FIXED INCM ETF T	SHOR DUR MUN ETF	$1.9M	1.1%	74,000 SH	New
CATERPILLAR INC	COM	$1.3M	0.8%Prev: 0.5%	1,654 SH	Increased-133 SH
CHEVRON CORPORATION	COM	$409K	0.2%	2,005 SH	New
CHUBB LIMITED	COM	$1.2M	0.7%Prev: 0.7%	3,768 SH	Increased-100 SH
CISCO SYS INC	COM	$863K	0.5%Prev: 0.4%	8,016 SH	Increased-507 SH
COLUMBIA ETF TR I	MULTI SEC MUNI	$695K	0.4%Prev: 0.5%	36,340 SH	Decreased
CONSTELLATION ENERGY CORP	COM	$709K	0.4%Prev: 0.6%	2,793 SH	Decreased-279 SH
COSTCO WHOLESALE CORPORATION	COM	$11.6M	6.8%	12,718 SH	New
CSX CORP	COM	$1.0M	0.6%Prev: 0.5%	21,600 SH	Increased
DAVIS FUNDAMENTAL ETF TR	SELCT INTL ETF	$1.4M	0.8%Prev: 1.0%	51,750 SH	Decreased-2,750 SH
EA SERIES TRUST	FREEDOM 100 EM	$873K	0.5%	12,479 SH	New
ELI LILLY & CO	COM	$604K	0.4%Prev: 0.2%	522 SH	Increased+45 SH
EXELON CORP	COM	$492K	0.3%Prev: 0.4%	12,175 SH	Decreased-1,833 SH
EXPEDITORS INTL WASH INC	COM	$5.5M	3.2%Prev: 2.4%	30,032 SH	Increased-1,202 SH
EXXONMOBIL HOLDINGS CORP	COM SHS	$2.2M	1.3%	13,380 SH	New
FEDEX CORP	COM	$824K	0.5%Prev: 0.5%	2,890 SH	Increased-278 SH
GE AEROSPACE	COM NEW	$3.5M	2.0%Prev: 2.2%	11,210 SH	Increased-105 SH
GE HEALTHCARE TECHNOLOGIES I	COMMON STOCK	$261K	0.2%Prev: 0.2%	4,000 SH	Decreased-432 SH
GE VERNOVA INC	COM	$1.9M	1.1%Prev: 0.9%	2,025 SH	Increased-275 SH
GILEAD SCIENCES INC	COM	$1.3M	0.8%Prev: 0.6%	8,741 SH	Increased-459 SH
GUINNESS ATKINSON FDS	DIVID BLDR ETF	$555K	0.3%	16,800 SH	New
HOME DEPOT INC	COM	$1.2M	0.7%Prev: 1.2%	4,375 SH	Decreased-300 SH
INVESCO EXCH TRADED FD TR II	S&P INTL QULTY	$259K	0.2%	6,000 SH	New
INVESTMENT MANAGERS SER TR I	AXS KNO LEA ETF	$266K	0.2%	4,250 SH	New
INVESTMENT MANAGERS SER TR I	FPA GBL EQTY ETF	$433K	0.3%Prev: 0.2%	10,600 SH	Increased+1,000 SH
J P MORGAN EXCHANGE TRADED F	JPMORGAM LTD DUR	$853K	0.5%	16,600 SH	New
JOHNSON & JOHNSON	COM	$5.7M	3.3%Prev: 2.6%	21,401 SH	Increased-783 SH
JPMORGAN CHASE & CO	COM	$419K	0.2%	1,267 SH	New
KROGER CO	COM	$1.5M	0.9%Prev: 1.2%	26,033 SH	Decreased-1,873 SH
LOWES COS INC	COM	$592K	0.3%Prev: 0.5%	3,212 SH	Decreased
MCDONALDS CORP	COM	$894K	0.5%Prev: 0.8%	3,873 SH	Decreased-245 SH
MEDTRONIC PLC	SHS	$941K	0.5%Prev: 0.8%	10,905 SH	Decreased-2,241 SH
MERCK & CO INC	COM	$217K	0.1%	1,492 SH	New
MICROSOFT CORP	COM	$42.4M	24.8%Prev: 28.1%	82,713 SH	Decreased-3,069 SH
MONDELEZ INTL INC	CL A	$365K	0.2%Prev: 0.2%	6,313 SH	Increased+1,450 SH
NOVO-NORDISK A S	ADR	$582K	0.3%Prev: 0.6%	15,350 SH	Decreased-2,500 SH
NUCOR CORP	COM	$10.5M	6.1%Prev: 4.1%	44,874 SH	Increased-2,491 SH
NVIDIA CORPORATION	COM	$2.6M	1.5%Prev: 1.4%	11,490 SH	Increased-510 SH
PACCAR INC	COM	$3.8M	2.2%Prev: 2.1%	34,989 SH	Increased+1,028 SH
PFIZER INC	COM	$314K	0.2%Prev: 0.2%	11,027 SH	Increased+45 SH
PROCTER & GAMBLE CO	COM	$5.6M	3.3%	38,587 SH	New
QUALCOMM INC	COM	$554K	0.3%Prev: 0.3%	3,010 SH	Increased+8 SH
RBB FUND TRUST	FIRS EAGL OV ETF	$1.4M	0.8%	26,100 SH	New
RBB FUND TRUST	FIRST EAGLE GBL	$318K	0.2%	6,330 SH	New
RBB FUND TRUST	TWEEDY BROWNE	$490K	0.3%	32,000 SH	New
SELECT SECTOR SPDR TR	ST STR ENERG ETF	$289K	0.2%	4,700 SH	New
STARBUCKS CORP	COM	$2.0M	1.2%Prev: 1.3%	20,976 SH	Decreased-2,802 SH
TESLA INC	COM	$266K	0.2%Prev: 0.2%	750 SH	Increased+215 SH
US BANCORP	COM NEW	$5.1M	3.0%	87,682 SH	New
VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	$356K	0.2%	1,614 SH	New
VANGUARD INDEX FDS	MRNGSTR TTL STK	$6.5M	3.8%	17,473 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$574K	0.3%Prev: 0.3%	819 SH	Increased-36 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.7M	1.0%Prev: 0.2%	7,296 SH	Increased+5,723 SH
WASTE MGMT INC DEL	COM	$3.6M	2.1%Prev: 2.6%	17,727 SH	Decreased-627 SH
WELLS FARGO & CO	COM	$578K	0.3%	7,225 SH	New

Sold (vs prior filing)

CAPITAL GRP FIXED INCM ETF T — $250K
CHEVRON CORP NEW — $311K
COSTCO WHSL CORP NEW — $12.5M
EXXON MOBIL CORP — $1.5M
GUINNESS ATKINSON FDS — $226K
GUINNESS ATKINSON FDS — $467K
GUINNESS ATKINSON FDS — $269K
INVESTMENT MANAGERS SER TR I — $230K
JPMORGAN CHASE & CO. — $399K
MASTERCARD INCORPORATED — $412K
MICROVISION INC DEL — $127K
NIKE INC — $241K
PROCTER AND GAMBLE CO — $5.6M
SOLVENTUM CORP — $461K
US BANCORP DEL — $4.7M
VANGUARD INDEX FDS — $5.7M
VERIZON COMMUNICATIONS INC — $228K
WAFD INC — $259K
WELLS FARGO CO NEW — $610K

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