Lakeside Advisors, INC.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 3, 2025), Lakeside Advisors, INC. reported 63 stock positions worth $151.1 million. Its top holding was Microsoft (MSFT) at 27.1% of the portfolio, followed by Berkshire Hathaway Class B (BRK.B, 9.3%) and Costco Wholesale (COST, 9.0%). Compared with Q3 2024, it opened 1 new position, sold out of 2, added to 14 and reduced 33. The biggest buy was Paccar (PCAR, shares +46%) and the biggest sale Nucor (NUE, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- SEATTLE, WA
- CIK
- 0001913467
- Portfolio Value
- $151.1M (Q4 2024)
- SEC Filing
- 0001398344-25-001658 ↗ filed Feb 3, 2025
Holdings Value
Holdings 63 stocks · $151.1M
| MSFT Microsoft Corp. | 27.05% | 97,002 | $40.9M | Reduce -3.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 9.26% | 30,870 | $14.0M | Reduce -0.6% |
| COST Costco Wholesale Corp. | 9.01% | 14,859 | $13.6M | Add +0.9% |
| PG The Procter & Gamble Co. | 4.25% | 38,348 | $6.4M | Reduce -1.8% |
| VTI VG Morningstar TS MKT ETF-US | 3.35% | 17,473 | $5.1M | No change |
| USB US Bancorp | 3.21% | 101,352 | $4.8M | Reduce -2.5% |
| NUE Nucor Corp. | 3.10% | 40,178 | $4.7M | Reduce -0.5% |
| WM Waste Management Inc. | 2.65% | 19,882 | $4.0M | Reduce -1.5% |
| MMM 3M Co. | 2.52% | 29,516 | $3.8M | Reduce -3.2% |
| EXPD Expeditors Intl Wash Inc. | 2.37% | 32,402 | $3.6M | Reduce -3.4% |
| PCAR Paccar Inc. | 2.29% | 33,268 | $3.5M | Add +46.0% |
| JNJ Johnson & Johnson | 2.21% | 23,085 | $3.3M | Reduce -3.8% |
| ABBV Abbvie Inc. | 1.98% | 16,876 | $3.0M | Reduce -1.8% |
| AAPL Apple Inc. | 1.74% | 10,497 | $2.6M | Add +2.1% |
| NVDA Nvidia Corp. | 1.69% | 19,000 | $2.6M | No change |
| SBUX Starbucks Corp. | 1.54% | 25,546 | $2.3M | Reduce -10.5% |
| T AT&T Inc. | 1.46% | 96,978 | $2.2M | Reduce -1.7% |
| GE General Electric filed as GE AEROSPACE | 1.25% | 11,315 | $1.9M | No change |
| KR Kroger Co. | 1.23% | 30,452 | $1.9M | Reduce -2.5% |
| HD Home Depot Inc. | 1.20% | 4,675 | $1.8M | Reduce -4.1% |
| NVO Novo-Nordisk A/S-Spons ADR | 1.06% | 18,650 | $1.6M | Reduce -2.1% |
| XOM Exxon Mobil Corp. | 1.04% | 14,570 | $1.6M | Reduce -2.9% |
| DINT Davis Select International | 0.87% | 60,500 | $1.3M | Reduce -6.6% |
| MCD McDonald's Corp. | 0.80% | 4,193 | $1.2M | No change |
| CB Chubb Ltd. | 0.73% | 3,988 | $1.1M | Reduce -2.9% |
| MDT Medtronic PLC | 0.71% | 13,373 | $1.1M | Reduce -11.8% |
| GILD Gilead Sciences Inc. | 0.63% | 10,248 | $947K | Reduce -5.5% |
| FDX FedEx Corp. | 0.62% | 3,314 | $932K | Reduce -1.5% |
| GEV GE Vernova Inc. | 0.61% | 2,822 | $928K | No change |
| CEG Constellation Energy | 0.61% | 4,119 | $921K | Reduce -1.6% |
| LOW Lowe's Cos Inc. | 0.52% | 3,212 | $793K | No change |
| CSX CSX Corp. | 0.46% | 21,600 | $697K | No change |
| MUST Columbia Multi-Sect Muni Inc. | 0.46% | 33,964 | $690K | Reduce -8.1% |
| CAT Caterpillar Inc. | 0.43% | 1,785 | $647K | Add +0.1% |
| EXC Exelon Corp. | 0.40% | 16,258 | $612K | Reduce -0.6% |
| BA The Boeing Co. | 0.40% | 3,380 | $598K | Reduce -2.9% |
| CSCO Cisco Systems Inc. | 0.38% | 9,807 | $581K | Reduce -5.6% |
| AMZN Amazon.com Inc. | 0.35% | 2,420 | $531K | Add +7.1% |
| QCOM Qualcomm Inc. | 0.35% | 3,397 | $522K | Add +0.1% |
| WFC Wells Fargo & Co. | 0.34% | 7,275 | $511K | No change |
| DIVS Guinness Atkinson DVD BL-Usd | 0.31% | 16,428 | $467K | Add +3.1% |
| SOLV Solventum Corp. | 0.31% | 6,987 | $462K | Reduce -7.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.29% | 1,980 | $435K | No change |
| MA Mastercard Inc. Class A | 0.27% | 775 | $408K | No change |
| VOO Vanguard S&P 500 ETF | 0.27% | 750 | $404K | Reduce -46.4% |
| LLY Eli Lilly & Co. | 0.24% | 477 | $368K | Reduce -26.8% |
| GEHC GE Healthcare Technology | 0.23% | 4,473 | $350K | Reduce -0.6% |
| JPM JPMorgan Chase & Co. | 0.23% | 1,459 | $350K | Reduce -16.7% |
| GOOG Alphabet Inc. Class C | 0.23% | 1,834 | $349K | No change |
| MDLZ Mondelez International Inc. Class A | 0.23% | 5,813 | $347K | Reduce -5.7% |
| AMGN Amgen Inc. | 0.22% | 1,298 | $338K | Add +18.5% |
| CVX Chevron Corp. | 0.21% | 2,196 | $318K | Add +2.3% |
| VIG Vanguard Dividend Apprec ETF | 0.21% | 1,623 | $318K | No change |
| PFE Pfizer Inc. | 0.20% | 11,371 | $302K | Add +15.8% |
| NKE Nike Inc. Class B | 0.19% | 3,850 | $291K | No change |
| FPAG Fpa Global Equity ETF New | 0.19% | 9,600 | $291K | No change |
| WAFD Wafd Inc. | 0.19% | 8,760 | $282K | Add +0.1% |
| BMY Bristol-Myers Squibb Co. | 0.16% | 4,394 | $249K | Add +7.4% |
| SOLR Guinness Atkinson Sust Enr-U | 0.16% | 10,102 | $248K | Reduce -4.7% |
| TSLA Tesla Inc. | 0.16% | 583 | $235K | New |
| VZ Verizon Communications Inc. | 0.15% | 5,485 | $219K | Add +14.1% |
| ADIV Guins Atk Asia Pac DB ETF-Ui | 0.14% | 13,900 | $213K | No change |
| MVIS Microvision Inc. | 0.05% | 61,638 | $81K | Add +19.4% |
Portfolio Sells Q3 2024 → Q4 2024
| NUE Nucor Corp. | Reduce -0.5% | 3.10% | −0.71 |
| INTC Intel Corp. | Sold out | 0.00% | −0.40 |
| EXPD Expeditors Intl Wash Inc. | Reduce -3.4% | 2.37% | −0.40 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -2.1% | 1.06% | −0.36 |
| JNJ Johnson & Johnson | Reduce -3.8% | 2.21% | −0.24 |
| SBUX Starbucks Corp. | Reduce -10.5% | 1.54% | −0.21 |
| VOO Vanguard S&P 500 ETF | Reduce -46.4% | 0.27% | −0.20 |
| MDT Medtronic PLC | Reduce -11.8% | 0.71% | −0.15 |
| ABBV Abbvie Inc. | Reduce -1.8% | 1.98% | −0.15 |
| MAR Marriott International Class A | Sold out | 0.00% | −0.14 |
| MSFT Microsoft Corp. | Reduce -3.5% | 27.05% | −0.14 |
| LLY Eli Lilly & Co. | Reduce -26.8% | 0.24% | −0.12 |
| DINT Davis Select International | Reduce -6.6% | 0.87% | −0.10 |
| MMM 3M Co. | Reduce -3.2% | 2.52% | −0.10 |
| CEG Constellation Energy | Reduce -1.6% | 0.61% | −0.07 |
| XOM Exxon Mobil Corp. | Reduce -2.9% | 1.04% | −0.07 |
| MDLZ Mondelez International Inc. Class A | Reduce -5.7% | 0.23% | −0.06 |
| HD Home Depot Inc. | Reduce -4.1% | 1.20% | −0.04 |
| GEHC GE Healthcare Technology | Reduce -0.6% | 0.23% | −0.03 |
| SOLR Guinness Atkinson Sust Enr-U | Reduce -4.7% | 0.16% | −0.03 |
| MUST Columbia Multi-Sect Muni Inc. | Reduce -8.1% | 0.46% | −0.03 |
| SOLV Solventum Corp. | Reduce -7.5% | 0.31% | −0.03 |
| CB Chubb Ltd. | Reduce -2.9% | 0.73% | −0.02 |
| EXC Exelon Corp. | Reduce -0.6% | 0.40% | −0.01 |
| JPM JPMorgan Chase & Co. | Reduce -16.7% | 0.23% | −0.00 |
| PG The Procter & Gamble Co. | Reduce -1.8% | 4.25% | +0.00 |
| WM Waste Management Inc. | Reduce -1.5% | 2.65% | +0.02 |
| CSCO Cisco Systems Inc. | Reduce -5.6% | 0.38% | +0.04 |
| FDX FedEx Corp. | Reduce -1.5% | 0.62% | +0.04 |
| GILD Gilead Sciences Inc. | Reduce -5.5% | 0.63% | +0.05 |
| BA The Boeing Co. | Reduce -2.9% | 0.40% | +0.06 |
| T AT&T Inc. | Reduce -1.7% | 1.46% | +0.10 |
| KR Kroger Co. | Reduce -2.5% | 1.23% | +0.11 |
| USB US Bancorp | Reduce -2.5% | 3.21% | +0.22 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.6% | 9.26% | +0.27 |
Portfolio Buys Q3 2024 → Q4 2024
| PCAR Paccar Inc. | Add +46.0% | 2.29% | +0.88 |
| COST Costco Wholesale Corp. | Add +0.9% | 9.01% | +0.80 |
| AAPL Apple Inc. | Add +2.1% | 1.74% | +0.23 |
| TSLA Tesla Inc. | New | 0.16% | +0.16 |
| AMZN Amazon.com Inc. | Add +7.1% | 0.35% | +0.09 |
| BMY Bristol-Myers Squibb Co. | Add +7.4% | 0.16% | +0.03 |
| PFE Pfizer Inc. | Add +15.8% | 0.20% | +0.02 |
| MVIS Microvision Inc. | Add +19.4% | 0.05% | +0.02 |
| CVX Chevron Corp. | Add +2.3% | 0.21% | +0.01 |
| VZ Verizon Communications Inc. | Add +14.1% | 0.15% | +0.01 |
| DIVS Guinness Atkinson DVD BL-Usd | Add +3.1% | 0.31% | +0.01 |
| AMGN Amgen Inc. | Add +18.5% | 0.22% | +0.00 |
| WAFD Wafd Inc. | Add +0.1% | 0.19% | −0.00 |
| CAT Caterpillar Inc. | Add +0.1% | 0.43% | −0.01 |
| QCOM Qualcomm Inc. | Add +0.1% | 0.35% | −0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 65 | $158.8M | MSFT, BRK.B, COST, NUE, VTI |
| Q1 2026 | 65 | $149.8M | MSFT, BRK.B, COST, NUE, VTI |
| Q4 2025 | 62 | $156.4M | MSFT, BRK.B, COST, NUE, VTI |
| Q3 2025 | 63 | $158.1M | MSFT, BRK.B, COST, NUE, VTI |
| Q2 2025 | 62 | $155.2M | MSFT, BRK.B, COST, NUE, PG |
| Q1 2025 | 63 | $151.0M | MSFT, BRK.B, COST, PG, NUE |
| Q4 2024 | 63 | $151.1M | MSFT, BRK.B, COST, PG, VTI |
| Q3 2024 | 64 | $159.1M | MSFT, BRK.B, COST, PG, NUE |
| Q2 2024 | 64 | $154.0M | MSFT, COST, BRK.B, PG, NUE |
| Q1 2024 | 63 | $156.3M | MSFT, BRK.B, COST, NUE, PG |