Lakeside Advisors, INC. - Portfolio overview

Lakeside Advisors, INC. has 68 reported holdings in this dataset, with the latest filing dated 2026-05-01.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. MSFT - MICROSOFT CORP, 20.79%
2. BRKB - BERKSHIRE HATHAWAY INC DEL, 8.96%
3. COST - COSTCO WHOLESALE CORPORATION, 8.59%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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