Lakeside Advisors, INC. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
LA Lakeside Advisors, INC. | Institutional Filer | ▼ 4.18% | $149.8M | 65 |
Current Portfolio Holdings
Showing all 65 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft Corporation | Technology | 85K | $31.3M | 20.91% |
| 2 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 28K | $13.5M | 9.01% |
| 3 | COST | Costco Wholesale Corporation | Consumer Defensive | 13K | $12.9M | 8.64% |
| 4 | NUE | Nucor Corporation | Basic Materials | 47K | $7.9M | 5.25% |
| 5 | VTI | VANGUARD INDEX FDS | — | 17K | $5.6M | 3.74% |
| 6 | PG | The Procter & Gamble Company | Consumer Defensive | 38K | $5.4M | 3.62% |
| 7 | JNJ | Johnson & Johnson | Healthcare | 22K | $5.3M | 3.53% |
| 8 | USB | U.S. Bancorp | Financial Services | 90K | $4.7M | 3.12% |
| 9 | EXPD | Expeditors International of Washington, Inc. | Industrials | 31K | $4.4M | 2.94% |
| 10 | WM | Waste Management, Inc. | Industrials | 18K | $4.2M | 2.81% |
| 11 | PCAR | PACCAR Inc | Industrials | 34K | $3.9M | 2.62% |
| 12 | ABBV | AbbVie Inc. | Healthcare | 16K | $3.4M | 2.28% |
| 13 | MMM | 3M Company | Industrials | 22K | $3.2M | 2.15% |
| 14 | GE | GE Aerospace | Industrials | 11K | $3.2M | 2.12% |
| 15 | XOM | Exxon Mobil Corporation | Energy | 14K | $2.3M | 1.54% |
Showing 1 to 15 of 65 holdings