Lakeside Advisors, INC.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 27, 2025), Lakeside Advisors, INC. reported 63 stock positions worth $158.1 million. Its top holding was Microsoft (MSFT) at 28.1% of the portfolio, followed by Berkshire Hathaway Class B (BRK.B, 9.4%) and Costco Wholesale (COST, 7.9%). Compared with Q2 2025, it opened 2 new positions, sold out of 1, added to 8 and reduced 33. The biggest buy was a new position in Tesla (TSLA) and the biggest sale Costco Wholesale (COST, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- SEATTLE, WA
- CIK
- 0001913467
- Portfolio Value
- $158.1M (Q3 2025)
- SEC Filing
- 0001398344-25-019840 ↗ filed Oct 27, 2025
Holdings Value
Holdings 63 stocks · $158.1M
| MSFT Microsoft Corp. | 28.11% | 85,782 | $44.4M | Reduce -0.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 9.36% | 29,417 | $14.8M | Reduce -1.8% |
| COST Costco Wholesale Corp. | 7.90% | 13,497 | $12.5M | Reduce -0.2% |
| NUE Nucor Corp. | 4.06% | 47,365 | $6.4M | Reduce -1.4% |
| VTI VG Morningstar TS MKT ETF-US | 3.63% | 17,473 | $5.7M | No change |
| PG The Procter & Gamble Co. | 3.55% | 36,562 | $5.6M | Reduce -0.9% |
| USB US Bancorp | 2.95% | 96,342 | $4.7M | Reduce -3.0% |
| JNJ Johnson & Johnson | 2.60% | 22,184 | $4.1M | Reduce -3.4% |
| WM Waste Management Inc. | 2.56% | 18,354 | $4.1M | Reduce -2.6% |
| EXPD Expeditors Intl Wash Inc. | 2.42% | 31,234 | $3.8M | Reduce -2.6% |
| ABBV Abbvie Inc. | 2.30% | 15,676 | $3.6M | Reduce -2.5% |
| MMM 3M Co. | 2.22% | 22,606 | $3.5M | Reduce -20.8% |
| GE General Electric filed as GE AEROSPACE | 2.15% | 11,315 | $3.4M | No change |
| PCAR Paccar Inc. | 2.11% | 33,961 | $3.3M | Add +0.5% |
| NVDA Nvidia Corp. | 1.42% | 12,000 | $2.2M | Reduce -20.0% |
| AAPL Apple Inc. | 1.34% | 8,295 | $2.1M | Reduce -2.1% |
| SBUX Starbucks Corp. | 1.27% | 23,778 | $2.0M | Reduce -0.8% |
| T AT&T Inc. | 1.26% | 70,411 | $2.0M | Reduce -4.6% |
| HD Home Depot Inc. | 1.20% | 4,675 | $1.9M | No change |
| KR Kroger Co. | 1.19% | 27,906 | $1.9M | Reduce -2.8% |
| XOM Exxon Mobil Corp. | 0.97% | 13,581 | $1.5M | Add +0.0% |
| DINT Davis Select International | 0.96% | 54,500 | $1.5M | Reduce -2.7% |
| GEV GE Vernova Inc. | 0.89% | 2,300 | $1.4M | No change |
| MDT Medtronic PLC | 0.79% | 13,146 | $1.3M | Reduce -1.8% |
| MCD McDonald's Corp. | 0.79% | 4,118 | $1.3M | No change |
| CB Chubb Ltd. | 0.69% | 3,868 | $1.1M | Reduce -3.0% |
| GILD Gilead Sciences Inc. | 0.65% | 9,200 | $1.0M | Reduce -2.1% |
| CEG Constellation Energy | 0.64% | 3,072 | $1.0M | Reduce -6.1% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.63% | 17,850 | $990K | Reduce -5.3% |
| CAT Caterpillar Inc. | 0.54% | 1,787 | $853K | Add +0.1% |
| LOW Lowe's Cos Inc. | 0.51% | 3,212 | $807K | No change |
| CSX CSX Corp. | 0.49% | 21,600 | $767K | No change |
| FDX FedEx Corp. | 0.47% | 3,168 | $747K | Reduce -3.0% |
| MUST Columbia Multi-Sect Muni Inc. | 0.47% | 36,340 | $746K | Reduce -9.1% |
| BA The Boeing Co. | 0.46% | 3,340 | $721K | No change |
| EXC Exelon Corp. | 0.40% | 14,008 | $631K | Reduce -7.6% |
| WFC Wells Fargo & Co. | 0.39% | 7,275 | $610K | No change |
| CSCO Cisco Systems Inc. | 0.37% | 8,523 | $583K | Add +0.1% |
| VOO Vanguard S&P 500 ETF | 0.33% | 855 | $524K | Add +14.0% |
| QCOM Qualcomm Inc. | 0.32% | 3,002 | $499K | Reduce -9.0% |
| GOOG Alphabet Inc. Class C | 0.30% | 1,959 | $477K | No change |
| DIVS Guinness Atkinson DVD BL-Usd | 0.30% | 15,000 | $467K | Add +3.7% |
| SOLV Solventum Corp. | 0.29% | 6,309 | $461K | Reduce -2.9% |
| AMZN Amazon.com Inc. | 0.27% | 1,920 | $422K | No change |
| MA Mastercard Inc. Class A | 0.26% | 725 | $412K | No change |
| JPM JPMorgan Chase & Co. | 0.25% | 1,265 | $399K | Reduce -7.3% |
| AMGN Amgen Inc. | 0.23% | 1,307 | $369K | Add +0.2% |
| LLY Eli Lilly & Co. | 0.23% | 477 | $364K | No change |
| FPAG Fpa Global Equity ETF New | 0.22% | 9,600 | $344K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.21% | 1,573 | $339K | No change |
| GEHC GE Healthcare Technology | 0.21% | 4,432 | $333K | No change |
| CVX Chevron Corp. | 0.20% | 2,001 | $311K | Add +0.1% |
| MDLZ Mondelez International Inc. Class A | 0.19% | 4,863 | $304K | Reduce -7.6% |
| PFE Pfizer Inc. | 0.18% | 10,982 | $280K | Reduce -4.3% |
| SOLR Guinness Atkinson Sust Enr-U | 0.17% | 8,802 | $269K | Reduce -12.9% |
| WAFD Wafd Inc. | 0.16% | 8,540 | $259K | Reduce -2.7% |
| CGSM Cap Group Short Muni Income | 0.16% | 9,500 | $250K | No change |
| NKE Nike Inc. Class B | 0.15% | 3,450 | $241K | No change |
| TSLA Tesla Inc. | 0.15% | 535 | $238K | New |
| KNO Axs Knowledge Leaders ETF | 0.15% | 4,550 | $230K | New |
| VZ Verizon Communications Inc. | 0.14% | 5,186 | $228K | No change |
| ADIV Guins Atk Asia Pac DB ETF-Ui | 0.14% | 12,500 | $226K | Reduce -10.1% |
| MVIS Microvision Inc. | 0.08% | 102,638 | $127K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| COST Costco Wholesale Corp. | Reduce -0.2% | 7.90% | −0.72 |
| MMM 3M Co. | Reduce -20.8% | 2.22% | −0.58 |
| PG The Procter & Gamble Co. | Reduce -0.9% | 3.55% | −0.24 |
| WM Waste Management Inc. | Reduce -2.6% | 2.56% | −0.22 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -5.3% | 0.63% | −0.21 |
| SBUX Starbucks Corp. | Reduce -0.8% | 1.27% | −0.14 |
| KR Kroger Co. | Reduce -2.8% | 1.19% | −0.14 |
| BMY Bristol-Myers Squibb Co. | Sold out | 0.00% | −0.13 |
| T AT&T Inc. | Reduce -4.6% | 1.26% | −0.12 |
| NVDA Nvidia Corp. | Reduce -20.0% | 1.42% | −0.11 |
| CB Chubb Ltd. | Reduce -3.0% | 0.69% | −0.05 |
| MUST Columbia Multi-Sect Muni Inc. | Reduce -9.1% | 0.47% | −0.05 |
| CEG Constellation Energy | Reduce -6.1% | 0.64% | −0.04 |
| MDLZ Mondelez International Inc. Class A | Reduce -7.6% | 0.19% | −0.04 |
| SOLV Solventum Corp. | Reduce -2.9% | 0.29% | −0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.8% | 9.36% | −0.03 |
| GILD Gilead Sciences Inc. | Reduce -2.1% | 0.65% | −0.03 |
| EXC Exelon Corp. | Reduce -7.6% | 0.40% | −0.03 |
| QCOM Qualcomm Inc. | Reduce -9.0% | 0.32% | −0.02 |
| ADIV Guins Atk Asia Pac DB ETF-Ui | Reduce -10.1% | 0.14% | −0.01 |
| SOLR Guinness Atkinson Sust Enr-U | Reduce -12.9% | 0.17% | −0.01 |
| FDX FedEx Corp. | Reduce -3.0% | 0.47% | −0.01 |
| JPM JPMorgan Chase & Co. | Reduce -7.3% | 0.25% | −0.00 |
| PFE Pfizer Inc. | Reduce -4.3% | 0.18% | −0.00 |
| WAFD Wafd Inc. | Reduce -2.7% | 0.16% | −0.00 |
| DINT Davis Select International | Reduce -2.7% | 0.96% | +0.03 |
| MDT Medtronic PLC | Reduce -1.8% | 0.79% | +0.04 |
| NUE Nucor Corp. | Reduce -1.4% | 4.06% | +0.05 |
| USB US Bancorp | Reduce -3.0% | 2.95% | +0.05 |
| EXPD Expeditors Intl Wash Inc. | Reduce -2.6% | 2.42% | +0.06 |
| AAPL Apple Inc. | Reduce -2.1% | 1.34% | +0.22 |
| JNJ Johnson & Johnson | Reduce -3.4% | 2.60% | +0.34 |
| ABBV Abbvie Inc. | Reduce -2.5% | 2.30% | +0.37 |
| MSFT Microsoft Corp. | Reduce -0.7% | 28.11% | +0.40 |
Portfolio Buys Q2 2025 → Q3 2025
| TSLA Tesla Inc. | New | 0.15% | +0.15 |
| KNO Axs Knowledge Leaders ETF | New | 0.15% | +0.15 |
| CAT Caterpillar Inc. | Add +0.1% | 0.54% | +0.09 |
| VOO Vanguard S&P 500 ETF | Add +14.0% | 0.33% | +0.06 |
| PCAR Paccar Inc. | Add +0.5% | 2.11% | +0.04 |
| XOM Exxon Mobil Corp. | Add +0.0% | 0.97% | +0.03 |
| CVX Chevron Corp. | Add +0.1% | 0.20% | +0.01 |
| DIVS Guinness Atkinson DVD BL-Usd | Add +3.7% | 0.30% | +0.01 |
| AMGN Amgen Inc. | Add +0.2% | 0.23% | −0.00 |
| CSCO Cisco Systems Inc. | Add +0.1% | 0.37% | −0.01 |
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 |