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Latest Lakeside Advisors, INC. Stock Portfolio

Lakeside Advisors, INC. Performance:
2025 Q4: 0.21%YTD: 13.62%2024: 12.45%
Performance for 2025 Q4 is 0.21%, and YTD is 13.62%, and 2024 is 12.45%.

About Lakeside Advisors, INC. and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Lakeside Advisors, INC. reported an equity portfolio of $156.4 Millions as of 31 Dec, 2025.

The top stock holdings of Lakeside Advisors, INC. are MSFT, , COST. The fund has invested 26.3% of it's portfolio in MICROSOFT CORP and 9.1% of portfolio in BERKSHIRE HATHAWAY INC DEL.

The fund managers got completely rid off MASTERCARD INCORPORATED (MA), NIKE INC (NKE) and VERIZON COMMUNICATIONS INC (VZ) stocks. They significantly reduced their stock positions in SOLVENTUM CORP, STARBUCKS CORP (SBUX) and WAFD INC (WAFD). Lakeside Advisors, INC. opened new stock positions in VANGUARD ADMIRAL FDS INC (IVOG) and BRISTOL-MYERS SQUIBB CO (BMY). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), VANGUARD SPECIALIZED FUNDS (VIG) and TESLA INC (TSLA).

Lakeside Advisors, INC. Annual Return Estimates Vs S&P 500

Our best estimate is that Lakeside Advisors, INC. made a return of 0.21% in the last quarter. In trailing 12 months, it's portfolio return was 13.62%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
vanguard admiral fds inc330,628
bristol-myers squibb co245,677
New stocks bought by Lakeside Advisors, INC.

Additions

Ticker% Inc.
vanguard index fds52.63
vanguard specialized funds51.81
tesla inc41.12
capital grp fixed incm etf t21.05
mondelez intl inc16.76
eli lilly & co7.34
boeing co4.49
wells fargo co new3.44
Additions to existing portfolio by Lakeside Advisors, INC.

Reductions

Ticker% Reduced
solventum corp-22.68
starbucks corp-10.65
wafd inc-9.25
medtronic plc-9.08
pfizer inc-8.16
ge vernova inc-5.43
fedex corp-4.73
home depot inc-4.28
Lakeside Advisors, INC. reduced stake in above stock

Sold off

Ticker$ Sold
verizon communications inc-227,931
nike inc-240,569
mastercard incorporated-412,387
Lakeside Advisors, INC. got rid off the above stocks

Sector Distribution

Lakeside Advisors, INC. has about 29.9% of it's holdings in Technology sector.

Sector%
Technology29.9
Others18.5
Industrials14.6
Consumer Defensive12
Healthcare7.6
Basic Materials4.9
Financial Services4.8
Consumer Cyclical3.9
Communication Services1.5
Energy1.2
Utilities1.1

Market Cap. Distribution

Lakeside Advisors, INC. has about 81.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
MEGA-CAP48.7
LARGE-CAP32.6
UNALLOCATED18.5

Stocks belong to which Index?

About 81.3% of the stocks held by Lakeside Advisors, INC. either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50081.3
Others18.5
Top 5 Winners (%)%
LLY
eli lilly & co
38.9 %
GOOG
alphabet inc
28.7 %
FDX
fedex corp
22.0 %
EXPD
expeditors intl wash inc
21.4 %
NUE
nucor corp
20.3 %
Top 5 Winners ($)$
NUE
nucor corp
1.3 M
EXPD
expeditors intl wash inc
0.8 M
USB
us bancorp del
0.5 M
JNJ
johnson & johnson
0.5 M
PCAR
paccar inc
0.4 M
Top 5 Losers (%)%
MVIS
microvision inc del
-33.2 %
HD
home depot inc
-14.8 %
MDLZ
mondelez intl inc
-13.0 %
T
at&t inc
-12.0 %
novo-nordisk a s
-8.2 %
Top 5 Losers ($)$
MSFT
microsoft corp
-2.9 M
COST
costco whsl corp new
-0.8 M
PG
procter and gamble co
-0.4 M
HD
home depot inc
-0.3 M
T
at&t inc
-0.2 M

Lakeside Advisors, INC. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Lakeside Advisors, INC.

Lakeside Advisors, INC. has 62 stocks in it's portfolio. About 66.3% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. NUE was the most profitable stock for Lakeside Advisors, INC. last quarter.

Last Reported on: 27 Jan, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions