Lakeside Advisors, INC.

13F filer · CIK 0001913467

Reported Jul 31, 2026

Net seller this quarter

13F portfolio value$159MU.S. long equity reported on 13F

Positions521 new · 3 closed

Net flow last quarter-$2.16MBuys minus sells

Top 10 positions weight61.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 31, 202652 positions
MSFTMicrosoft Corp	$31.2M	19.64%	0.00%	-1.2%	Q4 2021
BRK.BBerkshire Hathaway Inc	$14.2M	8.93%	Not reported	+0.6%	Q4 2021
COSTCostco Wholesale Corp	$12M	7.58%	0.00%	-0.9%	Q4 2021
NUENucor Corp	$10.1M	6.36%	0.02%	-2.6%	Q4 2021
PGPROCTER & GAMBLE Co	$5.53M	3.48%	0.00%	+0.3%	Q4 2021
JNJJohnson & Johnson	$5.5M	3.46%	0.00%	-0.1%	Q4 2021
USBUS Bancorp \de\	$5.38M	3.38%	0.01%	-1.0%	Q4 2021
EXPDExpeditors International of Washington Inc	$4.96M	3.12%	0.02%	-1.1%	Q4 2021
GEGeneral Electric Co	$4.18M	2.63%	0.00%	Not reported	Q4 2021
PCARPaccar Inc	$4.11M	2.59%	0.01%	+0.7%	Q4 2021
WMWaste Management Inc	$4.01M	2.52%	0.00%	-1.9%	Q4 2021
ABBVAbbVie Inc.	$3.87M	2.44%	0.00%	-1.9%	Q4 2021
MMM3m Co	$3.51M	2.21%	0.00%	-2.0%	Q4 2021
GEVGE Vernova Inc.	$2.38M	1.50%	0.00%	Not reported	Q2 2024
NVDANvidia Corp	$2.34M	1.47%	0.00%	Not reported	Q4 2021
AAPLApple Inc.	$2.3M	1.45%	0.00%	Not reported	Q4 2021
SBUXStarbucks Corp	$2.14M	1.35%	0.00%	-0.4%	Q4 2021
CATCaterpillar Inc	$1.92M	1.21%	0.00%	+0.1%	Q4 2021
XOMExxonMobil Holdings Corp	$1.84M	1.16%	0.00%	-0.7%	Q4 2021
HDHome Depot, Inc.	$1.54M	0.97%	0.00%	Not reported	Q4 2021
KRKroger Co	$1.51M	0.95%	0.00%	-1.7%	Q4 2021
TAt&T Inc.	$1.36M	0.85%	0.00%	-1.2%	Q4 2021
CBChubb Ltd	$1.28M	0.81%	0.00%	Not reported	Q4 2021
GILDGilead Sciences, Inc.	$1.12M	0.70%	0.00%	0.0%	Q4 2021
CSXCSX Corp	$1.03M	0.65%	0.00%	Not reported	Q4 2021
MCDMcdonalds Corp	$1.02M	0.64%	0.00%	-5.0%	Q4 2021
CSCOCisco Systems, Inc.	$988K	0.62%	0.00%	+0.1%	Q4 2021
FDXFedex Corp	$920K	0.58%	0.00%	-3.3%	Q1 2022
MDTMedtronic plc	$905K	0.57%	0.00%	-2.5%	Q2 2022
NVONovo Nordisk A S	$765K	0.48%	Not reported	Not reported	Q4 2021
BABoeing Co	$762K	0.48%	0.00%	Not reported	Q4 2021
CEGConstellation Energy Corp	$738K	0.46%	0.00%	-2.2%	Q1 2022
LOWLowes Companies Inc	$708K	0.45%	0.00%	Not reported	Q4 2021
GOOGAlphabet Inc.	$683K	0.43%	Not reported	Not reported	Q2 2023
LLYELI LILLY & Co	$626K	0.39%	0.00%	Not reported	Q2 2023
EXCExelon Corp	$592K	0.37%	0.00%	-6.6%	Q4 2021
WFCWells Fargo & Company	$589K	0.37%	0.00%	-2.7%	Q4 2021
QCOMQualcomm Inc	$556K	0.35%	0.00%	0.0%	Q4 2021
FRDMFreedom Environmental Services, Inc.	$553K	0.35%	Not reported	+28.9%	Q1 2026
AMZNAmazon Com Inc	$524K	0.33%	0.00%	Not reported	Q4 2021
AMGNAmgen Inc	$487K	0.31%	0.00%	+0.2%	Q4 2021
JPMJPMorgan Chase & Co	$415K	0.26%	0.00%	+0.1%	Q4 2021
CVXChevron Corp	$332K	0.21%	0.00%	+0.1%	Q4 2021
MDLZMondelez International, Inc.	$328K	0.21%	0.00%	Not reported	Q4 2021
TSLATesla, Inc.	$324K	0.20%	0.00%	Not reported	Q4 2024
BMYBristol Myers Squibb Co	$277K	0.17%	0.00%	+5.5%	Q3 2024
GEHCGE HealthCare Technologies Inc.	$276K	0.17%	0.00%	Not reported	Q1 2023
WAFDWafd Inc	$262K	0.16%	0.01%	-9.2%	Q4 2021
PFEPfizer Inc	$248K	0.16%	0.00%	+2.0%	Q4 2021
FDXFFedEx Freight Holding Company, Inc.	$222K	0.14%	0.00%	-3.5%	Q2 2026

Q1 2026Reported May 1, 202653 positions
MSFTMicrosoft Corp	$31.3M	20.91%	0.00%	-0.4%	Q4 2021
BRK.BBerkshire Hathaway Inc	$13.5M	9.01%	Not reported	0.0%	Q4 2021
COSTCostco Wholesale Corp	$12.9M	8.64%	0.00%	-1.6%	Q4 2021
NUENucor Corp	$7.87M	5.25%	0.02%	-0.3%	Q4 2021
PGPROCTER & GAMBLE Co	$5.43M	3.62%	0.00%	+0.3%	Q4 2021
JNJJohnson & Johnson	$5.29M	3.53%	0.00%	-0.6%	Q4 2021
USBUS Bancorp \de\	$4.68M	3.12%	0.01%	-3.5%	Q4 2021
EXPDExpeditors International of Washington Inc	$4.41M	2.94%	0.02%	-0.5%	Q4 2021
WMWaste Management Inc	$4.21M	2.81%	0.00%	Not reported	Q4 2021
PCARPaccar Inc	$3.92M	2.62%	0.01%	-0.3%	Q4 2021
ABBVAbbVie Inc.	$3.41M	2.28%	0.00%	Not reported	Q4 2021
MMM3m Co	$3.22M	2.15%	0.00%	-0.4%	Q4 2021
GEGeneral Electric Co	$3.18M	2.12%	0.00%	-1.0%	Q4 2021
XOMExxonMobil Holdings Corp	$2.3M	1.54%	0.00%	-0.1%	Q4 2021
NVDANvidia Corp	$2.04M	1.36%	0.00%	Not reported	Q4 2021
AAPLApple Inc.	$2.02M	1.35%	0.00%	-1.2%	Q4 2021
KRKroger Co	$2M	1.34%	0.00%	-0.4%	Q4 2021
TAt&T Inc.	$1.92M	1.28%	0.00%	-4.7%	Q4 2021
SBUXStarbucks Corp	$1.89M	1.26%	0.00%	-0.9%	Q4 2021
GEVGE Vernova Inc.	$1.77M	1.18%	0.00%	-6.9%	Q2 2024
HDHome Depot, Inc.	$1.44M	0.96%	0.00%	-2.2%	Q4 2021
CATCaterpillar Inc	$1.28M	0.85%	0.00%	+0.8%	Q4 2021
MCDMcdonalds Corp	$1.24M	0.83%	0.00%	-3.2%	Q4 2021
GILDGilead Sciences, Inc.	$1.23M	0.82%	0.00%	-2.9%	Q4 2021
CBChubb Ltd	$1.23M	0.82%	0.00%	-2.6%	Q4 2021
FDXFedex Corp	$1.08M	0.72%	0.00%	+0.7%	Q1 2022
MDTMedtronic plc	$1.03M	0.69%	0.00%	-0.8%	Q2 2022
CSXCSX Corp	$887K	0.59%	0.00%	Not reported	Q4 2021
CEGConstellation Energy Corp	$848K	0.57%	0.00%	-0.1%	Q1 2022
LOWLowes Companies Inc	$759K	0.51%	0.00%	Not reported	Q4 2021
BABoeing Co	$701K	0.47%	0.00%	+0.9%	Q4 2021
EXCExelon Corp	$667K	0.45%	0.00%	-1.8%	Q4 2021
CSCOCisco Systems, Inc.	$652K	0.44%	0.00%	-1.4%	Q4 2021
NVONovo Nordisk A S	$586K	0.39%	Not reported	-7.8%	Q4 2021
WFCWells Fargo & Company	$583K	0.39%	0.00%	-2.7%	Q4 2021
GOOGAlphabet Inc.	$555K	0.37%	Not reported	Not reported	Q2 2023
LLYELI LILLY & Co	$480K	0.32%	0.00%	+2.0%	Q2 2023
AMGNAmgen Inc	$472K	0.32%	0.00%	+0.2%	Q4 2021
AMZNAmazon Com Inc	$458K	0.31%	0.00%	+14.6%	Q4 2021
CVXChevron Corp	$414K	0.28%	0.00%	+0.1%	Q4 2021
QCOMQualcomm Inc	$387K	0.26%	0.00%	+0.1%	Q4 2021
JPMJPMorgan Chase & Co	$373K	0.25%	0.00%	Not reported	Q4 2021
MDLZMondelez International, Inc.	$327K	0.22%	0.00%	Not reported	Q4 2021
ACHVAchieve Life Sciences, Inc.	$327K	0.22%	0.21%	New	Q1 2026
FRDMFreedom Environmental Services, Inc.	$321K	0.21%	Not reported	New	Q1 2026
GEHCGE HealthCare Technologies Inc.	$307K	0.20%	0.00%	-2.0%	Q1 2023
SOLVSolventum Corp	$303K	0.20%	0.00%	-4.8%	Q2 2024
TSLATesla, Inc.	$286K	0.19%	0.00%	+2.0%	Q4 2024
PFEPfizer Inc	$283K	0.19%	0.00%	0.0%	Q4 2021
BMYBristol Myers Squibb Co	$276K	0.18%	0.00%	0.0%	Q3 2024

Q4 2025Reported Jan 27, 202650 positions
MSFTMicrosoft Corp	$41.1M	26.29%	0.00%	-0.9%	Q4 2021
BRK.BBerkshire Hathaway Inc	$14.2M	9.06%	Not reported	-4.2%	Q4 2021
COSTCostco Wholesale Corp	$11.4M	7.28%	0.00%	-2.2%	Q4 2021
NUENucor Corp	$7.61M	4.87%	0.02%	-1.5%	Q4 2021
PGPROCTER & GAMBLE Co	$5.37M	3.44%	0.00%	+2.5%	Q4 2021
USBUS Bancorp \de\	$4.97M	3.18%	0.01%	-3.3%	Q4 2021
EXPDExpeditors International of Washington Inc	$4.6M	2.94%	0.02%	-1.1%	Q4 2021
JNJJohnson & Johnson	$4.51M	2.88%	0.00%	-1.8%	Q4 2021
WMWaste Management Inc	$4.03M	2.58%	0.00%	-0.1%	Q4 2021
PCARPaccar Inc	$3.73M	2.38%	0.01%	+0.3%	Q4 2021
ABBVAbbVie Inc.	$3.58M	2.29%	0.00%	Not reported	Q4 2021
MMM3m Co	$3.56M	2.28%	0.00%	-1.6%	Q4 2021
GEGeneral Electric Co	$3.48M	2.23%	0.00%	-0.1%	Q4 2021
AAPLApple Inc.	$2.19M	1.40%	0.00%	-3.0%	Q4 2021
NVDANvidia Corp	$2.18M	1.39%	0.00%	-2.6%	Q4 2021
SBUXStarbucks Corp	$1.79M	1.14%	0.00%	-10.7%	Q4 2021
KRKroger Co	$1.73M	1.11%	0.00%	-0.5%	Q4 2021
TAt&T Inc.	$1.73M	1.11%	0.00%	-1.1%	Q4 2021
XOMExxonMobil Holdings Corp	$1.63M	1.05%	0.00%	0.0%	Q4 2021
HDHome Depot, Inc.	$1.54M	0.98%	0.00%	-4.3%	Q4 2021
GEVGE Vernova Inc.	$1.42M	0.91%	0.00%	-5.4%	Q2 2024
MCDMcdonalds Corp	$1.26M	0.80%	0.00%	Not reported	Q4 2021
CBChubb Ltd	$1.21M	0.77%	0.00%	Not reported	Q4 2021
MDTMedtronic plc	$1.15M	0.73%	0.00%	-9.1%	Q2 2022
GILDGilead Sciences, Inc.	$1.12M	0.71%	0.00%	-1.1%	Q4 2021
CEGConstellation Energy Corp	$1.07M	0.69%	0.00%	-1.1%	Q1 2022
CATCaterpillar Inc	$1.02M	0.65%	0.00%	+0.1%	Q4 2021
NVONovo Nordisk A S	$880K	0.56%	Not reported	-3.1%	Q4 2021
FDXFedex Corp	$872K	0.56%	0.00%	-4.7%	Q1 2022
CSXCSX Corp	$783K	0.50%	0.00%	Not reported	Q4 2021
LOWLowes Companies Inc	$775K	0.50%	0.00%	Not reported	Q4 2021
BABoeing Co	$758K	0.48%	0.00%	+4.5%	Q4 2021
WFCWells Fargo & Company	$701K	0.45%	0.00%	+3.4%	Q4 2021
CSCOCisco Systems, Inc.	$657K	0.42%	0.00%	+0.1%	Q4 2021
GOOGAlphabet Inc.	$607K	0.39%	Not reported	-1.3%	Q2 2023
EXCExelon Corp	$604K	0.39%	0.00%	-1.1%	Q4 2021
LLYELI LILLY & Co	$550K	0.35%	0.00%	+7.3%	Q2 2023
QCOMQualcomm Inc	$514K	0.33%	0.00%	+0.1%	Q4 2021
AMZNAmazon Com Inc	$443K	0.28%	0.00%	Not reported	Q4 2021
AMGNAmgen Inc	$439K	0.28%	0.00%	+2.5%	Q4 2021
JPMJPMorgan Chase & Co	$408K	0.26%	0.00%	+0.1%	Q4 2021
SOLVSolventum Corp	$387K	0.25%	0.00%	-22.7%	Q2 2024
GEHCGE HealthCare Technologies Inc.	$361K	0.23%	0.00%	-0.8%	Q1 2023
TSLATesla, Inc.	$340K	0.22%	0.00%	+41.1%	Q4 2024
MDLZMondelez International, Inc.	$306K	0.20%	0.00%	+16.8%	Q4 2021
CVXChevron Corp	$305K	0.20%	0.00%	+0.1%	Q4 2021
PFEPfizer Inc	$251K	0.16%	0.00%	-8.2%	Q4 2021
WAFDWafd Inc	$248K	0.16%	0.01%	-9.3%	Q4 2021
BMYBristol Myers Squibb Co	$246K	0.16%	0.00%	Not reported	Q3 2024
MVISMicrovision, Inc.	$85K	0.05%	0.50%	Not reported	Q4 2021
Q3 2025Reported Oct 27, 202552 positions
MSFTMicrosoft Corp	$44.4M	28.11%	0.00%	-0.7%	Q4 2021
BRK.BBerkshire Hathaway Inc	$14.8M	9.36%	Not reported	-1.8%	Q4 2021
COSTCostco Wholesale Corp	$12.5M	7.90%	0.00%	-0.2%	Q4 2021
NUENucor Corp	$6.41M	4.06%	0.02%	-1.4%	Q4 2021
PGPROCTER & GAMBLE Co	$5.62M	3.55%	0.00%	-0.9%	Q4 2021
USBUS Bancorp \de\	$4.66M	2.95%	0.01%	-3.0%	Q4 2021
JNJJohnson & Johnson	$4.11M	2.60%	0.00%	-3.4%	Q4 2021
WMWaste Management Inc	$4.05M	2.56%	0.00%	-2.7%	Q4 2021
EXPDExpeditors International of Washington Inc	$3.83M	2.42%	0.02%	-2.6%	Q4 2021
ABBVAbbVie Inc.	$3.63M	2.30%	0.00%	-2.5%	Q4 2021
MMM3m Co	$3.51M	2.22%	0.00%	-20.8%	Q4 2021
GEGeneral Electric Co	$3.4M	2.15%	0.00%	Not reported	Q4 2021
PCARPaccar Inc	$3.34M	2.11%	0.01%	+0.5%	Q4 2021
NVDANvidia Corp	$2.24M	1.42%	0.00%	-20.0%	Q4 2021
AAPLApple Inc.	$2.11M	1.34%	0.00%	-2.1%	Q4 2021
SBUXStarbucks Corp	$2.01M	1.27%	0.00%	-0.8%	Q4 2021
TAt&T Inc.	$1.99M	1.26%	0.00%	-4.6%	Q4 2021
HDHome Depot, Inc.	$1.89M	1.20%	0.00%	Not reported	Q4 2021
KRKroger Co	$1.88M	1.19%	0.00%	-2.8%	Q4 2021
XOMExxonMobil Holdings Corp	$1.53M	0.97%	0.00%	0.0%	Q4 2021
GEVGE Vernova Inc.	$1.41M	0.89%	0.00%	Not reported	Q2 2024
MDTMedtronic plc	$1.25M	0.79%	0.00%	-1.8%	Q2 2022
MCDMcdonalds Corp	$1.25M	0.79%	0.00%	Not reported	Q4 2021
CBChubb Ltd	$1.09M	0.69%	0.00%	-3.0%	Q4 2021
GILDGilead Sciences, Inc.	$1.02M	0.65%	0.00%	-2.1%	Q4 2021
CEGConstellation Energy Corp	$1.01M	0.64%	0.00%	-6.1%	Q1 2022
NVONovo Nordisk A S	$990K	0.63%	Not reported	-5.3%	Q4 2021
CATCaterpillar Inc	$853K	0.54%	0.00%	+0.1%	Q4 2021
LOWLowes Companies Inc	$807K	0.51%	0.00%	Not reported	Q4 2021
CSXCSX Corp	$767K	0.49%	0.00%	Not reported	Q4 2021
FDXFedex Corp	$747K	0.47%	0.00%	-3.0%	Q1 2022
BABoeing Co	$721K	0.46%	0.00%	Not reported	Q4 2021
EXCExelon Corp	$631K	0.40%	0.00%	-7.6%	Q4 2021
WFCWells Fargo & Company	$610K	0.39%	0.00%	Not reported	Q4 2021
CSCOCisco Systems, Inc.	$583K	0.37%	0.00%	+0.1%	Q4 2021
QCOMQualcomm Inc	$499K	0.32%	0.00%	-9.0%	Q4 2021
GOOGAlphabet Inc.	$477K	0.30%	Not reported	Not reported	Q2 2023
SOLVSolventum Corp	$461K	0.29%	0.00%	-2.9%	Q2 2024
AMZNAmazon Com Inc	$422K	0.27%	0.00%	Not reported	Q4 2021
MAMastercard Inc	$412K	0.26%	0.00%	Not reported	Q4 2021
JPMJPMorgan Chase & Co	$399K	0.25%	0.00%	-7.3%	Q4 2021
AMGNAmgen Inc	$369K	0.23%	0.00%	+0.2%	Q4 2021
LLYELI LILLY & Co	$364K	0.23%	0.00%	Not reported	Q2 2023
GEHCGE HealthCare Technologies Inc.	$333K	0.21%	0.00%	Not reported	Q1 2023
CVXChevron Corp	$311K	0.20%	0.00%	+0.1%	Q4 2021
MDLZMondelez International, Inc.	$304K	0.19%	0.00%	-7.6%	Q4 2021
PFEPfizer Inc	$280K	0.18%	0.00%	-4.3%	Q4 2021
WAFDWafd Inc	$259K	0.16%	0.01%	-2.7%	Q4 2021
NKENIKE, Inc.	$241K	0.15%	0.00%	Not reported	Q4 2021
TSLATesla, Inc.	$238K	0.15%	0.00%	Not reported	Q4 2024

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