13F Insight
DOSSIER · 13F-HR · Q1 2026

Lakeside Advisors, INC.

$150M in tracked AUM across 65 positions as of Q1 2026.

LA
CIK 0001913467 · last filed Mar 31, 2026
Total AUM
$150M
as of Q1 2026
Holdings
65
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Lakeside Advisors, INC. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
MSFT
MICROSOFT CORP
$31M85K20.9%02
BRK/B
BERKSHIRE HATHAWAY INC DEL
$14M28K9.0%03
COST
COSTCO WHOLESALE CORPORATION
$13M13K8.6%04
NUE
NUCOR CORP
$8M47K5.3%05
VTI
VANGUARD INDEX FDS
$6M17K3.7%06
PG
PROCTER & GAMBLE CO
$5M38K3.6%07
JNJ
JOHNSON & JOHNSON
$5M22K3.5%08
USB
US BANCORP
$5M90K3.1%09
EXPD
EXPEDITORS INTL WASH INC
$4M31K2.9%10
WM
WASTE MGMT INC DEL
$4M18K2.8%

Filing history

2026Q1Mar 31
$150M▼ 4.2%
65 positionsView →2025Q4Dec 31
$156M▼ 1.1%
62 positionsView →2025Q3Sep 30
$158M▲ 1.9%
63 positionsView →2025Q2Jun 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 positionsLocked2023Q3Sep 30
$130M▼ 4.0%
62 positionsLocked2023Q2Jun 30
$136M▲ 4.8%
60 positionsLocked
Showing 12 of 18