Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Lakeside Advisors, INC. (CIK 1913467) reported $149.8M across 65 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MSFT ($31.3M, 20.91%), BRK/B ($13.5M, 9.01%), COST ($12.9M, 8.64%), NUE ($7.9M, 5.25%), VTI ($5.6M, 3.74%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $31.3M | 20.91% | 84,637 | Trimmed |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $13.5M | 9.01% | 28,185 | Trimmed |
| 3 | COST | COSTCO WHOLESALE CORPORATION | $12.9M | 8.64% | 12,990 | Trimmed |
| 4 | NUE | NUCOR CORP | $7.9M | 5.25% | 46,545 | Trimmed |
| 5 | VTI | VANGUARD INDEX FDS | $5.6M | 3.74% | 17,473 | Hold |
| 6 | PG | PROCTER & GAMBLE CO | $5.4M | 3.62% | 37,576 | Added |
| 7 | JNJ | JOHNSON & JOHNSON | $5.3M | 3.53% | 21,651 | Trimmed |
| 8 | USB | US BANCORP | $4.7M | 3.12% | 89,900 | Trimmed |
| 9 | EXPD | EXPEDITORS INTL WASH INC | $4.4M | 2.94% | 30,763 | Trimmed |
| 10 | WM | WASTE MGMT INC DEL | $4.2M | 2.81% | 18,335 | Hold |
| 11 | PCAR | PACCAR INC | $3.9M | 2.62% | 33,950 | Trimmed |
| 12 | ABBV | ABBVIE INC | $3.4M | 2.28% | 15,676 | Hold |
| 13 | MMM | 3M CO | $3.2M | 2.15% | 22,142 | Trimmed |
| 14 | GE | GE AEROSPACE | $3.2M | 2.12% | 11,190 | Trimmed |
| 15 | XOM | EXXON MOBIL CORP | $2.3M | 1.54% | 13,577 | Trimmed |
| 16 | NVDA | NVIDIA CORPORATION | $2.0M | 1.36% | 11,690 | Hold |
| 17 | AAPL | APPLE INC | $2.0M | 1.35% | 7,944 | Trimmed |
| 18 | KR | KROGER CO | $2.0M | 1.34% | 27,659 | Trimmed |
| 19 | T | AT&T INC | $1.9M | 1.28% | 66,316 | Trimmed |
| 20 | SBUX | STARBUCKS CORP | $1.9M | 1.26% | 21,055 | Trimmed |
| 21 | GEV | GE VERNOVA INC | $1.8M | 1.18% | 2,025 | Trimmed |
| 22 | DINT | DAVIS FUNDAMENTAL ETF TR | $1.4M | 0.96% | 53,250 | Trimmed |
| 23 | HD | HOME DEPOT INC | $1.4M | 0.96% | 4,375 | Trimmed |
| 24 | CAT | CATERPILLAR INC | $1.3M | 0.85% | 1,803 | Added |
| 25 | MCD | MCDONALDS CORP | $1.2M | 0.83% | 3,988 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31