Institutional Fund
Lakeside Advisors, Inc.
Seattle, WACIK 19134675 filings on record
Portfolio Value
$149.84M
Q1 2026
Holdings
65
Reported positions
New Buys
4
Opened this quarter
QoQ Change
-4.2%
from $156.37M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Microsoft Corp20.9%
- Berkshire Hathaway Inc Del9.0%
- Costco Whsl Corp New8.6%
- Nucor Corp5.3%
- Vanguard Index Fds3.7%
- Procter And Gamble Co3.6%
- Other48.8%
Portfolio Holdings
65 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | 84.6K | $31.33M | 20.9% | −361 | Reduced |
| 2 | Berkshire Hathaway Inc Del | 28.2K | $13.51M | 9.0% | −10 | Reduced |
| 3 | Costco Whsl Corp New | 13.0K | $12.94M | 8.6% | −217 | Reduced |
| 4 | Nucor Corp | 46.5K | $7.87M | 5.3% | −132 | Reduced |
| 5 | Vanguard Index Fds | 17.5K | $5.61M | 3.7% | 0 | Held |
| 6 | Procter And Gamble Co | 37.6K | $5.43M | 3.6% | +92 | Added |
| 7 | Johnson & Johnson | 21.7K | $5.29M | 3.5% | −138 | Reduced |
| 8 | Us Bancorp Del | 89.9K | $4.68M | 3.1% | −3.3K | Reduced |
| 9 | Expeditors Intl Wash Inc | 30.8K | $4.41M | 2.9% | −140 | Reduced |
| 10 | Waste Mgmt Inc Del | 18.3K | $4.21M | 2.8% | 0 | Held |
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