Lakeside Advisors, INC.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 30, 2025), Lakeside Advisors, INC. reported 63 stock positions worth $151.0 million. Its top holding was Microsoft (MSFT) at 24.0% of the portfolio, followed by Berkshire Hathaway Class B (BRK.B, 10.8%) and Costco Wholesale (COST, 9.0%). Compared with Q4 2024, it opened 1 new position, sold out of 1, added to 14 and reduced 31. The biggest buy was Nucor (NUE, shares +23%) and the biggest sale Microsoft (MSFT, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- SEATTLE, WA
- CIK
- 0001913467
- Portfolio Value
- $151.0M (Q1 2025)
- SEC Filing
- 0001398344-25-008109 ↗ filed Apr 30, 2025
Holdings Value
Holdings 63 stocks · $151.0M
| MSFT Microsoft Corp. | 23.96% | 96,363 | $36.2M | Reduce -0.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 10.85% | 30,750 | $16.4M | Reduce -0.4% |
| COST Costco Wholesale Corp. | 8.99% | 14,359 | $13.6M | Reduce -3.4% |
| PG The Procter & Gamble Co. | 4.31% | 38,152 | $6.5M | Reduce -0.5% |
| NUE Nucor Corp. | 3.92% | 49,237 | $5.9M | Add +22.6% |
| VTI VG Morningstar TS MKT ETF-US | 3.18% | 17,473 | $4.8M | No change |
| WM Waste Management Inc. | 3.00% | 19,582 | $4.5M | Reduce -1.5% |
| USB US Bancorp | 2.81% | 100,629 | $4.2M | Reduce -0.7% |
| MMM 3M Co. | 2.80% | 28,823 | $4.2M | Reduce -2.4% |
| EXPD Expeditors Intl Wash Inc. | 2.56% | 32,152 | $3.9M | Reduce -0.8% |
| JNJ Johnson & Johnson | 2.53% | 23,049 | $3.8M | Reduce -0.2% |
| ABBV Abbvie Inc. | 2.33% | 16,776 | $3.5M | Reduce -0.6% |
| PCAR Paccar Inc. | 2.18% | 33,742 | $3.3M | Add +1.4% |
| T AT&T Inc. | 1.76% | 94,030 | $2.7M | Reduce -3.0% |
| SBUX Starbucks Corp. | 1.56% | 23,955 | $2.3M | Reduce -6.2% |
| AAPL Apple Inc. | 1.50% | 10,197 | $2.3M | Reduce -2.9% |
| GE General Electric filed as GE AEROSPACE | 1.50% | 11,315 | $2.3M | No change |
| KR Kroger Co. | 1.34% | 29,953 | $2.0M | Reduce -1.6% |
| NVDA Nvidia Corp. | 1.24% | 17,300 | $1.9M | Reduce -8.9% |
| XOM Exxon Mobil Corp. | 1.15% | 14,574 | $1.7M | Add +0.0% |
| HD Home Depot Inc. | 1.13% | 4,675 | $1.7M | No change |
| DINT Davis Select International | 0.90% | 58,500 | $1.4M | Reduce -3.3% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.88% | 19,050 | $1.3M | Add +2.1% |
| CB Chubb Ltd. | 0.86% | 4,288 | $1.3M | Add +7.5% |
| MCD McDonald's Corp. | 0.85% | 4,118 | $1.3M | Reduce -1.8% |
| MDT Medtronic PLC | 0.80% | 13,381 | $1.2M | Add +0.1% |
| GILD Gilead Sciences Inc. | 0.76% | 10,198 | $1.1M | Reduce -0.5% |
| FDX FedEx Corp. | 0.54% | 3,316 | $808K | Add +0.1% |
| LOW Lowe's Cos Inc. | 0.50% | 3,212 | $749K | No change |
| CEG Constellation Energy | 0.49% | 3,687 | $743K | Reduce -10.5% |
| EXC Exelon Corp. | 0.47% | 15,358 | $708K | Reduce -5.5% |
| GEV GE Vernova Inc. | 0.47% | 2,300 | $702K | Reduce -18.5% |
| MUST Columbia Multi-Sect Muni Inc. | 0.45% | 33,964 | $684K | No change |
| CSX CSX Corp. | 0.42% | 21,600 | $636K | No change |
| CAT Caterpillar Inc. | 0.39% | 1,786 | $589K | Add +0.1% |
| BA The Boeing Co. | 0.38% | 3,340 | $570K | Reduce -1.2% |
| CSCO Cisco Systems Inc. | 0.35% | 8,512 | $525K | Reduce -13.2% |
| WFC Wells Fargo & Co. | 0.35% | 7,275 | $522K | No change |
| QCOM Qualcomm Inc. | 0.34% | 3,298 | $507K | Reduce -2.9% |
| SOLV Solventum Corp. | 0.33% | 6,614 | $503K | Reduce -5.3% |
| DIVS Guinness Atkinson DVD BL-Usd | 0.32% | 16,428 | $480K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.31% | 1,880 | $467K | Reduce -5.0% |
| AMZN Amazon.com Inc. | 0.30% | 2,420 | $460K | No change |
| AMGN Amgen Inc. | 0.27% | 1,301 | $405K | Add +0.2% |
| MA Mastercard Inc. Class A | 0.26% | 725 | $397K | Reduce -6.5% |
| LLY Eli Lilly & Co. | 0.26% | 477 | $394K | No change |
| VOO Vanguard S&P 500 ETF | 0.26% | 750 | $385K | No change |
| MDLZ Mondelez International Inc. Class A | 0.25% | 5,463 | $371K | Reduce -6.0% |
| CVX Chevron Corp. | 0.24% | 2,197 | $367K | Add +0.1% |
| GEHC GE Healthcare Technology | 0.24% | 4,432 | $358K | Reduce -0.9% |
| JPM JPMorgan Chase & Co. | 0.23% | 1,414 | $347K | Reduce -3.1% |
| VIG Vanguard Dividend Apprec ETF | 0.21% | 1,623 | $315K | No change |
| PFE Pfizer Inc. | 0.19% | 11,475 | $291K | Add +0.9% |
| FPAG Fpa Global Equity ETF New | 0.19% | 9,600 | $288K | No change |
| GOOG Alphabet Inc. Class C | 0.19% | 1,834 | $287K | No change |
| BMY Bristol-Myers Squibb Co. | 0.18% | 4,396 | $268K | Add +0.1% |
| VZ Verizon Communications Inc. | 0.17% | 5,685 | $258K | Add +3.6% |
| WAFD Wafd Inc. | 0.17% | 8,770 | $251K | Add +0.1% |
| CGSM Cap Group Short Muni Income | 0.16% | 9,500 | $247K | New |
| SOLR Guinness Atkinson Sust Enr-U | 0.16% | 10,102 | $237K | No change |
| NKE Nike Inc. Class B | 0.15% | 3,450 | $219K | Reduce -10.4% |
| ADIV Guins Atk Asia Pac DB ETF-Ui | 0.14% | 13,900 | $214K | No change |
| MVIS Microvision Inc. | 0.05% | 61,638 | $76K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| MSFT Microsoft Corp. | Reduce -0.7% | 23.96% | −3.09 |
| NVDA Nvidia Corp. | Reduce -8.9% | 1.24% | −0.45 |
| USB US Bancorp | Reduce -0.7% | 2.81% | −0.39 |
| AAPL Apple Inc. | Reduce -2.9% | 1.50% | −0.24 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.16 |
| GEV GE Vernova Inc. | Reduce -18.5% | 0.47% | −0.15 |
| CEG Constellation Energy | Reduce -10.5% | 0.49% | −0.12 |
| NKE Nike Inc. Class B | Reduce -10.4% | 0.15% | −0.05 |
| CSCO Cisco Systems Inc. | Reduce -13.2% | 0.35% | −0.04 |
| BA The Boeing Co. | Reduce -1.2% | 0.38% | −0.02 |
| COST Costco Wholesale Corp. | Reduce -3.4% | 8.99% | −0.01 |
| QCOM Qualcomm Inc. | Reduce -2.9% | 0.34% | −0.01 |
| MA Mastercard Inc. Class A | Reduce -6.5% | 0.26% | −0.01 |
| JPM JPMorgan Chase & Co. | Reduce -3.1% | 0.23% | −0.00 |
| GEHC GE Healthcare Technology | Reduce -0.9% | 0.24% | +0.01 |
| SBUX Starbucks Corp. | Reduce -6.2% | 1.56% | +0.01 |
| MDLZ Mondelez International Inc. Class A | Reduce -6.0% | 0.25% | +0.02 |
| DINT Davis Select International | Reduce -3.3% | 0.90% | +0.02 |
| IBM Intl Business Machines Corp. | Reduce -5.0% | 0.31% | +0.02 |
| SOLV Solventum Corp. | Reduce -5.3% | 0.33% | +0.03 |
| MCD McDonald's Corp. | Reduce -1.8% | 0.85% | +0.05 |
| PG The Procter & Gamble Co. | Reduce -0.5% | 4.31% | +0.05 |
| EXC Exelon Corp. | Reduce -5.5% | 0.47% | +0.06 |
| KR Kroger Co. | Reduce -1.6% | 1.34% | +0.11 |
| GILD Gilead Sciences Inc. | Reduce -0.5% | 0.76% | +0.13 |
| EXPD Expeditors Intl Wash Inc. | Reduce -0.8% | 2.56% | +0.19 |
| MMM 3M Co. | Reduce -2.4% | 2.80% | +0.28 |
| T AT&T Inc. | Reduce -3.0% | 1.76% | +0.30 |
| JNJ Johnson & Johnson | Reduce -0.2% | 2.53% | +0.32 |
| ABBV Abbvie Inc. | Reduce -0.6% | 2.33% | +0.34 |
| WM Waste Management Inc. | Reduce -1.5% | 3.00% | +0.35 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.4% | 10.85% | +1.59 |
Portfolio Buys Q4 2024 → Q1 2025
| NUE Nucor Corp. | Add +22.6% | 3.92% | +0.82 |
| CGSM Cap Group Short Muni Income | New | 0.16% | +0.16 |
| CB Chubb Ltd. | Add +7.5% | 0.86% | +0.13 |
| XOM Exxon Mobil Corp. | Add +0.0% | 1.15% | +0.11 |
| MDT Medtronic PLC | Add +0.1% | 0.80% | +0.09 |
| AMGN Amgen Inc. | Add +0.2% | 0.27% | +0.04 |
| CVX Chevron Corp. | Add +0.1% | 0.24% | +0.03 |
| VZ Verizon Communications Inc. | Add +3.6% | 0.17% | +0.03 |
| BMY Bristol-Myers Squibb Co. | Add +0.1% | 0.18% | +0.01 |
| PFE Pfizer Inc. | Add +0.9% | 0.19% | −0.01 |
| WAFD Wafd Inc. | Add +0.1% | 0.17% | −0.02 |
| CAT Caterpillar Inc. | Add +0.1% | 0.39% | −0.04 |
| FDX FedEx Corp. | Add +0.1% | 0.54% | −0.08 |
| PCAR Paccar Inc. | Add +1.4% | 2.18% | −0.11 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +2.1% | 0.88% | −0.19 |
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 |