Lakeside Advisors, INC.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 27, 2026), Lakeside Advisors, INC. reported 62 stock positions worth $156.4 million. Its top holding was Microsoft (MSFT) at 26.3% of the portfolio, followed by Berkshire Hathaway Class B (BRK.B, 9.1%) and Costco Wholesale (COST, 7.3%). Compared with Q3 2025, it opened 2 new positions, sold out of 3, added to 17 and reduced 28. The biggest buy was Paccar (PCAR, shares +0%) and the biggest sale Microsoft (MSFT, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- SEATTLE, WA
- CIK
- 0001913467
- Portfolio Value
- $156.4M (Q4 2025)
- SEC Filing
- 0001398344-26-001342 ↗ filed Jan 27, 2026
Holdings Value
Holdings 62 stocks · $156.4M
| MSFT Microsoft Corp. | 26.29% | 84,998 | $41.1M | Reduce -0.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 9.06% | 28,195 | $14.2M | Reduce -4.2% |
| COST Costco Wholesale Corp. | 7.28% | 13,207 | $11.4M | Reduce -2.1% |
| NUE Nucor Corp. | 4.87% | 46,677 | $7.6M | Reduce -1.4% |
| VTI VG Morningstar TS MKT ETF-US | 3.75% | 17,473 | $5.9M | No change |
| PG The Procter & Gamble Co. | 3.44% | 37,484 | $5.4M | Add +2.5% |
| USB US Bancorp | 3.18% | 93,173 | $5.0M | Reduce -3.3% |
| EXPD Expeditors Intl Wash Inc. | 2.94% | 30,903 | $4.6M | Reduce -1.1% |
| JNJ Johnson & Johnson | 2.88% | 21,789 | $4.5M | Reduce -1.8% |
| WM Waste Management Inc. | 2.58% | 18,335 | $4.0M | Reduce -0.1% |
| PCAR Paccar Inc. | 2.38% | 34,053 | $3.7M | Add +0.3% |
| ABBV Abbvie Inc. | 2.29% | 15,676 | $3.6M | No change |
| MMM 3M Co. | 2.28% | 22,236 | $3.6M | Reduce -1.6% |
| GE General Electric filed as GE AEROSPACE | 2.23% | 11,303 | $3.5M | Reduce -0.1% |
| AAPL Apple Inc. | 1.40% | 8,044 | $2.2M | Reduce -3.0% |
| NVDA Nvidia Corp. | 1.39% | 11,690 | $2.2M | Reduce -2.6% |
| SBUX Starbucks Corp. | 1.14% | 21,245 | $1.8M | Reduce -10.7% |
| KR Kroger Co. | 1.11% | 27,758 | $1.7M | Reduce -0.5% |
| T AT&T Inc. | 1.11% | 69,614 | $1.7M | Reduce -1.1% |
| XOM Exxon Mobil Corp. | 1.05% | 13,585 | $1.6M | Add +0.0% |
| DINT Davis Select International | 0.99% | 54,500 | $1.6M | No change |
| HD Home Depot Inc. | 0.98% | 4,475 | $1.5M | Reduce -4.3% |
| GEV GE Vernova Inc. | 0.91% | 2,175 | $1.4M | Reduce -5.4% |
| MCD McDonald's Corp. | 0.80% | 4,118 | $1.3M | No change |
| CB Chubb Ltd. | 0.77% | 3,868 | $1.2M | No change |
| MDT Medtronic PLC | 0.73% | 11,953 | $1.1M | Reduce -9.1% |
| GILD Gilead Sciences Inc. | 0.71% | 9,100 | $1.1M | Reduce -1.1% |
| CEG Constellation Energy | 0.69% | 3,039 | $1.1M | Reduce -1.1% |
| CAT Caterpillar Inc. | 0.65% | 1,788 | $1.0M | Add +0.1% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.56% | 17,300 | $880K | Reduce -3.1% |
| FDX FedEx Corp. | 0.56% | 3,018 | $872K | Reduce -4.7% |
| VOO Vanguard S&P 500 ETF | 0.52% | 1,305 | $818K | Add +52.6% |
| CSX CSX Corp. | 0.50% | 21,600 | $783K | No change |
| LOW Lowe's Cos Inc. | 0.50% | 3,212 | $775K | No change |
| BA The Boeing Co. | 0.48% | 3,490 | $758K | Add +4.5% |
| MUST Columbia Multi-Sect Muni Inc. | 0.48% | 36,340 | $749K | No change |
| WFC Wells Fargo & Co. | 0.45% | 7,525 | $701K | Add +3.4% |
| CSCO Cisco Systems Inc. | 0.42% | 8,528 | $657K | Add +0.1% |
| GOOG Alphabet Inc. Class C | 0.39% | 1,934 | $607K | Reduce -1.3% |
| EXC Exelon Corp. | 0.39% | 13,858 | $604K | Reduce -1.1% |
| LLY Eli Lilly & Co. | 0.35% | 512 | $550K | Add +7.3% |
| VIG Vanguard Dividend Apprec ETF | 0.34% | 2,388 | $525K | Add +51.8% |
| QCOM Qualcomm Inc. | 0.33% | 3,004 | $514K | Add +0.1% |
| DIVS Guinness Atkinson DVD BL-Usd | 0.30% | 15,000 | $464K | No change |
| AMZN Amazon.com Inc. | 0.28% | 1,920 | $443K | No change |
| AMGN Amgen Inc. | 0.28% | 1,340 | $439K | Add +2.5% |
| JPM JPMorgan Chase & Co. | 0.26% | 1,266 | $408K | Add +0.1% |
| SOLV Solventum Corp. | 0.25% | 4,878 | $387K | Reduce -22.7% |
| GEHC GE Healthcare Technology | 0.23% | 4,397 | $361K | Reduce -0.8% |
| FPAG Fpa Global Equity ETF New | 0.23% | 9,600 | $356K | No change |
| TSLA Tesla Inc. | 0.22% | 755 | $340K | Add +41.1% |
| VOOV Vanguard S&P 500 Value ETF | 0.21% | 1,614 | $331K | New |
| MDLZ Mondelez International Inc. Class A | 0.20% | 5,678 | $306K | Add +16.8% |
| CVX Chevron Corp. | 0.20% | 2,002 | $305K | Add +0.1% |
| CGSM Cap Group Short Muni Income | 0.19% | 11,500 | $303K | Add +21.1% |
| SOLR Guinness Atkinson Sust Enr-U | 0.17% | 8,802 | $272K | No change |
| PFE Pfizer Inc. | 0.16% | 10,086 | $251K | Reduce -8.2% |
| WAFD Wafd Inc. | 0.16% | 7,750 | $248K | Reduce -9.3% |
| BMY Bristol-Myers Squibb Co. | 0.16% | 4,555 | $246K | New |
| KNO Axs Knowledge Leaders ETF | 0.15% | 4,550 | $233K | No change |
| ADIV Guins Atk Asia Pac DB ETF-Ui | 0.14% | 12,500 | $227K | No change |
| MVIS Microvision Inc. | 0.05% | 102,638 | $85K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| MSFT Microsoft Corp. | Reduce -0.9% | 26.29% | −1.82 |
| COST Costco Wholesale Corp. | Reduce -2.1% | 7.28% | −0.62 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -4.2% | 9.06% | −0.29 |
| MA Mastercard Inc. Class A | Sold out | 0.00% | −0.26 |
| HD Home Depot Inc. | Reduce -4.3% | 0.98% | −0.21 |
| T AT&T Inc. | Reduce -1.1% | 1.11% | −0.15 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.15 |
| VZ Verizon Communications Inc. | Sold out | 0.00% | −0.14 |
| SBUX Starbucks Corp. | Reduce -10.7% | 1.14% | −0.13 |
| KR Kroger Co. | Reduce -0.5% | 1.11% | −0.08 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -3.1% | 0.56% | −0.06 |
| MDT Medtronic PLC | Reduce -9.1% | 0.73% | −0.06 |
| SOLV Solventum Corp. | Reduce -22.7% | 0.25% | −0.04 |
| NVDA Nvidia Corp. | Reduce -2.6% | 1.39% | −0.02 |
| PFE Pfizer Inc. | Reduce -8.2% | 0.16% | −0.02 |
| EXC Exelon Corp. | Reduce -1.1% | 0.39% | −0.01 |
| WAFD Wafd Inc. | Reduce -9.3% | 0.16% | −0.00 |
| WM Waste Management Inc. | Reduce -0.1% | 2.58% | +0.01 |
| GEV GE Vernova Inc. | Reduce -5.4% | 0.91% | +0.01 |
| GEHC GE Healthcare Technology | Reduce -0.8% | 0.23% | +0.02 |
| CEG Constellation Energy | Reduce -1.1% | 0.69% | +0.05 |
| MMM 3M Co. | Reduce -1.6% | 2.28% | +0.06 |
| AAPL Apple Inc. | Reduce -3.0% | 1.40% | +0.06 |
| GILD Gilead Sciences Inc. | Reduce -1.1% | 0.71% | +0.07 |
| GE General Electric | Reduce -0.1% | 2.23% | +0.07 |
| FDX FedEx Corp. | Reduce -4.7% | 0.56% | +0.08 |
| GOOG Alphabet Inc. Class C | Reduce -1.3% | 0.39% | +0.09 |
| USB US Bancorp | Reduce -3.3% | 3.18% | +0.23 |
| JNJ Johnson & Johnson | Reduce -1.8% | 2.88% | +0.28 |
| EXPD Expeditors Intl Wash Inc. | Reduce -1.1% | 2.94% | +0.52 |
| NUE Nucor Corp. | Reduce -1.4% | 4.87% | +0.81 |
Portfolio Buys Q3 2025 → Q4 2025
| PCAR Paccar Inc. | Add +0.3% | 2.38% | +0.27 |
| VOOV Vanguard S&P 500 Value ETF | New | 0.21% | +0.21 |
| VOO Vanguard S&P 500 ETF | Add +52.6% | 0.52% | +0.19 |
| BMY Bristol-Myers Squibb Co. | New | 0.16% | +0.16 |
| LLY Eli Lilly & Co. | Add +7.3% | 0.35% | +0.12 |
| VIG Vanguard Dividend Apprec ETF | Add +51.8% | 0.34% | +0.12 |
| CAT Caterpillar Inc. | Add +0.1% | 0.65% | +0.12 |
| XOM Exxon Mobil Corp. | Add +0.0% | 1.05% | +0.08 |
| TSLA Tesla Inc. | Add +41.1% | 0.22% | +0.07 |
| WFC Wells Fargo & Co. | Add +3.4% | 0.45% | +0.06 |
| CSCO Cisco Systems Inc. | Add +0.1% | 0.42% | +0.05 |
| AMGN Amgen Inc. | Add +2.5% | 0.28% | +0.05 |
| CGSM Cap Group Short Muni Income | Add +21.1% | 0.19% | +0.04 |
| BA The Boeing Co. | Add +4.5% | 0.48% | +0.03 |
| QCOM Qualcomm Inc. | Add +0.1% | 0.33% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +0.1% | 0.26% | +0.01 |
| MDLZ Mondelez International Inc. Class A | Add +16.8% | 0.20% | +0.00 |
| CVX Chevron Corp. | Add +0.1% | 0.20% | −0.00 |
| PG The Procter & Gamble Co. | Add +2.5% | 3.44% | −0.12 |
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 |