13F Insight
DOSSIER · 13F-HR · Q3 2026

Lakeside Advisors, INC.

$171M in tracked AUM across 66 positions as of Q3 2026.

LA
CIK 0001913467 · last filed Sep 30, 2026
Total AUM
$171M
as of Q3 2026
Holdings
66
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Lakeside Advisors, INC. filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
MSFT
MICROSOFT CORP
$42M83K24.8%02
BRK/B
BERKSHIRE HATHAWAY INC DEL
$14M28K8.2%03
COST
COSTCO WHOLESALE CORPORATION
$12M13K6.8%04
NUE
NUCOR CORP
$10M45K6.1%05
VTI
VANGUARD INDEX FDS
$7M17K3.8%06
JNJ
JOHNSON & JOHNSON
$6M21K3.3%07
PG
PROCTER & GAMBLE CO
$6M39K3.3%08
EXPD
EXPEDITORS INTL WASH INC
$6M30K3.2%09
USB
US BANCORP
$5M88K3.0%10
ABBV
ABBVIE INC
$4M15K2.3%

Filing history

2026Q3Sep 30
$171M▲ 7.8%
66 positionsView →2026Q2Jun 30
$159M▲ 6.0%
65 positionsView →2026Q1Mar 31
$150M▼ 4.2%
65 positionsView →2025Q4Dec 31
$156M▼ 1.1%
62 positionsView →2025Q3Sep 30
$158M▲ 1.9%
63 positionsLocked2025Q2Jun 30
$155M▲ 2.8%
62 positionsLocked2025Q1Mar 31
$151M▼ 0.1%
63 positionsLocked2024Q4Dec 31
$151M▼ 5.0%
63 positionsLocked2024Q3Sep 30
$159M▲ 3.3%
64 positionsLocked2024Q2Jun 30
$154M▼ 1.5%
64 positionsLocked2024Q1Mar 31
$156M▲ 8.5%
63 positionsLocked2023Q4Dec 31
$144M▲ 10.6%
62 positionsLocked
Showing 12 of 20