Lakeside Advisors, INC.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 23, 2025), Lakeside Advisors, INC. reported 62 stock positions worth $155.2 million. Its top holding was Microsoft (MSFT) at 27.7% of the portfolio, followed by Berkshire Hathaway Class B (BRK.B, 9.4%) and Costco Wholesale (COST, 8.6%). Compared with Q1 2025, it sold out of 1, added to 12 and reduced 31. The biggest buy was Columbia Multi-Sect Muni (MUST, shares +18%) and the biggest sale Berkshire Hathaway Class B (BRK.B, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- SEATTLE, WA
- CIK
- 0001913467
- Portfolio Value
- $155.2M (Q2 2025)
- SEC Filing
- 0001398344-25-013651 ↗ filed Jul 23, 2025
Holdings Value
Holdings 62 stocks · $155.2M
| MSFT Microsoft Corp. | 27.71% | 86,420 | $43.0M | Reduce -10.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 9.38% | 29,967 | $14.6M | Reduce -2.5% |
| COST Costco Wholesale Corp. | 8.63% | 13,524 | $13.4M | Reduce -5.8% |
| NUE Nucor Corp. | 4.01% | 48,052 | $6.2M | Reduce -2.4% |
| PG The Procter & Gamble Co. | 3.79% | 36,907 | $5.9M | Reduce -3.3% |
| VTI VG Morningstar TS MKT ETF-US | 3.42% | 17,473 | $5.3M | No change |
| USB US Bancorp | 2.90% | 99,363 | $4.5M | Reduce -1.3% |
| MMM 3M Co. | 2.80% | 28,556 | $4.3M | Reduce -0.9% |
| WM Waste Management Inc. | 2.78% | 18,853 | $4.3M | Reduce -3.7% |
| EXPD Expeditors Intl Wash Inc. | 2.36% | 32,064 | $3.7M | Reduce -0.3% |
| JNJ Johnson & Johnson | 2.26% | 22,967 | $3.5M | Reduce -0.4% |
| PCAR Paccar Inc. | 2.07% | 33,793 | $3.2M | Add +0.1% |
| ABBV Abbvie Inc. | 1.92% | 16,076 | $3.0M | Reduce -4.2% |
| GE General Electric filed as GE AEROSPACE | 1.88% | 11,315 | $2.9M | No change |
| NVDA Nvidia Corp. | 1.53% | 15,000 | $2.4M | Reduce -13.3% |
| SBUX Starbucks Corp. | 1.42% | 23,967 | $2.2M | Add +0.1% |
| T AT&T Inc. | 1.38% | 73,808 | $2.1M | Reduce -21.5% |
| KR Kroger Co. | 1.33% | 28,705 | $2.1M | Reduce -4.2% |
| AAPL Apple Inc. | 1.12% | 8,475 | $1.7M | Reduce -16.9% |
| HD Home Depot Inc. | 1.10% | 4,675 | $1.7M | No change |
| XOM Exxon Mobil Corp. | 0.94% | 13,577 | $1.5M | Reduce -6.8% |
| DINT Davis Select International | 0.93% | 56,000 | $1.4M | Reduce -4.3% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.84% | 18,850 | $1.3M | Reduce -1.1% |
| GEV GE Vernova Inc. | 0.78% | 2,300 | $1.2M | No change |
| MCD McDonald's Corp. | 0.78% | 4,118 | $1.2M | No change |
| MDT Medtronic PLC | 0.75% | 13,389 | $1.2M | Add +0.1% |
| CB Chubb Ltd. | 0.74% | 3,988 | $1.2M | Reduce -7.0% |
| CEG Constellation Energy | 0.68% | 3,272 | $1.1M | Reduce -11.3% |
| GILD Gilead Sciences Inc. | 0.67% | 9,399 | $1.0M | Reduce -7.8% |
| MUST Columbia Multi-Sect Muni Inc. | 0.52% | 39,990 | $805K | Add +17.7% |
| FDX FedEx Corp. | 0.48% | 3,266 | $742K | Reduce -1.5% |
| LOW Lowe's Cos Inc. | 0.46% | 3,212 | $713K | No change |
| CSX CSX Corp. | 0.45% | 21,600 | $705K | No change |
| BA The Boeing Co. | 0.45% | 3,340 | $700K | No change |
| CAT Caterpillar Inc. | 0.45% | 1,786 | $693K | No change |
| EXC Exelon Corp. | 0.42% | 15,158 | $658K | Reduce -1.3% |
| CSCO Cisco Systems Inc. | 0.38% | 8,518 | $591K | Add +0.1% |
| WFC Wells Fargo & Co. | 0.38% | 7,275 | $583K | No change |
| QCOM Qualcomm Inc. | 0.34% | 3,300 | $526K | Add +0.1% |
| SOLV Solventum Corp. | 0.32% | 6,496 | $493K | Reduce -1.8% |
| DIVS Guinness Atkinson DVD BL-Usd | 0.29% | 14,468 | $445K | Reduce -11.9% |
| VOO Vanguard S&P 500 ETF | 0.27% | 750 | $426K | No change |
| AMZN Amazon.com Inc. | 0.27% | 1,920 | $421K | Reduce -20.7% |
| MA Mastercard Inc. Class A | 0.26% | 725 | $407K | No change |
| JPM JPMorgan Chase & Co. | 0.26% | 1,365 | $396K | Reduce -3.5% |
| LLY Eli Lilly & Co. | 0.24% | 477 | $372K | No change |
| AMGN Amgen Inc. | 0.23% | 1,304 | $364K | Add +0.2% |
| MDLZ Mondelez International Inc. Class A | 0.23% | 5,263 | $355K | Reduce -3.7% |
| GOOG Alphabet Inc. Class C | 0.22% | 1,959 | $348K | Add +6.8% |
| GEHC GE Healthcare Technology | 0.21% | 4,432 | $328K | No change |
| FPAG Fpa Global Equity ETF New | 0.21% | 9,600 | $326K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.21% | 1,573 | $322K | Reduce -3.1% |
| CVX Chevron Corp. | 0.18% | 2,000 | $286K | Reduce -9.0% |
| SOLR Guinness Atkinson Sust Enr-U | 0.18% | 10,102 | $279K | No change |
| PFE Pfizer Inc. | 0.18% | 11,479 | $278K | Add +0.0% |
| WAFD Wafd Inc. | 0.17% | 8,781 | $257K | Add +0.1% |
| CGSM Cap Group Short Muni Income | 0.16% | 9,500 | $248K | No change |
| NKE Nike Inc. Class B | 0.16% | 3,450 | $245K | No change |
| ADIV Guins Atk Asia Pac DB ETF-Ui | 0.16% | 13,900 | $245K | No change |
| VZ Verizon Communications Inc. | 0.14% | 5,186 | $224K | Reduce -8.8% |
| BMY Bristol-Myers Squibb Co. | 0.13% | 4,399 | $204K | Add +0.1% |
| MVIS Microvision Inc. | 0.08% | 102,638 | $117K | Add +66.5% |
Portfolio Sells Q1 2025 → Q2 2025
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.5% | 9.38% | −1.46 |
| PG The Procter & Gamble Co. | Reduce -3.3% | 3.79% | −0.52 |
| ABBV Abbvie Inc. | Reduce -4.2% | 1.92% | −0.40 |
| T AT&T Inc. | Reduce -21.5% | 1.38% | −0.38 |
| AAPL Apple Inc. | Reduce -16.9% | 1.12% | −0.38 |
| COST Costco Wholesale Corp. | Reduce -5.8% | 8.63% | −0.37 |
| IBM Intl Business Machines Corp. | Sold out | 0.00% | −0.31 |
| JNJ Johnson & Johnson | Reduce -0.4% | 2.26% | −0.27 |
| WM Waste Management Inc. | Reduce -3.7% | 2.78% | −0.22 |
| XOM Exxon Mobil Corp. | Reduce -6.8% | 0.94% | −0.20 |
| EXPD Expeditors Intl Wash Inc. | Reduce -0.3% | 2.36% | −0.20 |
| CB Chubb Ltd. | Reduce -7.0% | 0.74% | −0.11 |
| GILD Gilead Sciences Inc. | Reduce -7.8% | 0.67% | −0.09 |
| CVX Chevron Corp. | Reduce -9.0% | 0.18% | −0.06 |
| FDX FedEx Corp. | Reduce -1.5% | 0.48% | −0.06 |
| EXC Exelon Corp. | Reduce -1.3% | 0.42% | −0.04 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -1.1% | 0.84% | −0.04 |
| AMZN Amazon.com Inc. | Reduce -20.7% | 0.27% | −0.03 |
| DIVS Guinness Atkinson DVD BL-Usd | Reduce -11.9% | 0.29% | −0.03 |
| VZ Verizon Communications Inc. | Reduce -8.8% | 0.14% | −0.03 |
| MDLZ Mondelez International Inc. Class A | Reduce -3.7% | 0.23% | −0.02 |
| KR Kroger Co. | Reduce -4.2% | 1.33% | −0.02 |
| SOLV Solventum Corp. | Reduce -1.8% | 0.32% | −0.02 |
| MMM 3M Co. | Reduce -0.9% | 2.80% | −0.00 |
| VIG Vanguard Dividend Apprec ETF | Reduce -3.1% | 0.21% | −0.00 |
| JPM JPMorgan Chase & Co. | Reduce -3.5% | 0.26% | +0.03 |
| DINT Davis Select International | Reduce -4.3% | 0.93% | +0.04 |
| USB US Bancorp | Reduce -1.3% | 2.90% | +0.08 |
| NUE Nucor Corp. | Reduce -2.4% | 4.01% | +0.09 |
| CEG Constellation Energy | Reduce -11.3% | 0.68% | +0.19 |
| NVDA Nvidia Corp. | Reduce -13.3% | 1.53% | +0.29 |
| MSFT Microsoft Corp. | Reduce -10.3% | 27.71% | +3.75 |
Portfolio Buys Q1 2025 → Q2 2025
| MUST Columbia Multi-Sect Muni Inc. | Add +17.7% | 0.52% | +0.07 |
| GOOG Alphabet Inc. Class C | Add +6.8% | 0.22% | +0.03 |
| CSCO Cisco Systems Inc. | Add +0.1% | 0.38% | +0.03 |
| MVIS Microvision Inc. | Add +66.5% | 0.08% | +0.02 |
| QCOM Qualcomm Inc. | Add +0.1% | 0.34% | +0.00 |
| WAFD Wafd Inc. | Add +0.1% | 0.17% | −0.00 |
| PFE Pfizer Inc. | Add +0.0% | 0.18% | −0.01 |
| AMGN Amgen Inc. | Add +0.2% | 0.23% | −0.03 |
| MDT Medtronic PLC | Add +0.1% | 0.75% | −0.04 |
| BMY Bristol-Myers Squibb Co. | Add +0.1% | 0.13% | −0.05 |
| PCAR Paccar Inc. | Add +0.1% | 2.07% | −0.11 |
| SBUX Starbucks Corp. | Add +0.1% | 1.42% | −0.14 |
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 |