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

Lakeside Advisors, INC.

Lakeside's hedge fund based in San Francisco, CA — $150M in tracked AUM across 65 positions as of Q1 2026.

L
Lakeside·San Francisco, CA·Hedge Fund
CIK 0001913467 · last filed Mar 31, 2026
Total AUM
$150M
▼ 18.8%
vs prior
Holdings
65
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
Top sector
Health Care
15% weight
concentration
AI Analysis · Q1 2026 · 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

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