The Analysis of Lakeside Advisors, INC.'s Holdings
Currently, Lakeside Advisors, INC. holds 63 types of securities in its portfolio with a total value $158.1M. In the most recent quarter, they have increased their positions in TSLA (+535 shares, valued at $237.9K), KNO (+4.5K shares, valued at $229.7K), VOO (+105 shares, valued at $64.3K); decreased their positions in MMM (-6.0K shares, valued at $923.3K), NVDA (-3.0K shares, valued at $559.7K), MSFT (-638 shares, valued at $330.5K); initiated new positions in TSLA (+535 shares, valued at $237.9K), KNO (+4.5K shares, valued at $229.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
MSFT MICROSOFT CORP85.8K shares-0.74%2025-09-302025-10-27
BRK.B BERKSHIRE HATHAWAY INC DEL29.4K shares-1.84%2025-09-302025-10-27 COST COSTCO WHSL CORP NEW13.5K shares-0.20%2025-09-302025-10-27 NUE NUCOR CORP47.4K shares-1.43%2025-09-302025-10-27 VTI VANGUARD INDEX FDS17.5K shares0.00%2025-09-302025-10-27 PG PROCTER AND GAMBLE CO36.6K shares-0.93%2025-09-302025-10-27 USB US BANCORP DEL96.3K shares-3.04%2025-09-302025-10-27 JNJ JOHNSON & JOHNSON22.2K shares-3.41%2025-09-302025-10-27 WM WASTE MGMT INC DEL18.4K shares-2.65%2025-09-302025-10-27 EXPD EXPEDITORS INTL WASH INC31.2K shares-2.59%2025-09-302025-10-27 ABBV ABBVIE INC15.7K shares-2.49%2025-09-302025-10-27 MMM 3M CO22.6K shares-20.84%2025-09-302025-10-27 GE GE AEROSPACE11.3K shares0.00%2025-09-302025-10-27 PCAR PACCAR INC34.0K shares0.50%2025-09-302025-10-27 NVDA NVIDIA CORPORATION12.0K shares-20.00%2025-09-302025-10-27 AAPL APPLE INC8.3K shares-2.12%2025-09-302025-10-27 SBUX STARBUCKS CORP23.8K shares-0.79%2025-09-302025-10-27 T AT&T INC70.4K shares-4.60%2025-09-302025-10-27 HD HOME DEPOT INC4.7K shares0.00%2025-09-302025-10-27 KR KROGER CO27.9K shares-2.78%2025-09-302025-10-27 XOM EXXON MOBIL CORP13.6K shares0.03%2025-09-302025-10-27 DINT DAVIS FUNDAMENTAL ETF TR54.5K shares-2.68%2025-09-302025-10-27 GEV GE VERNOVA INC2.3K shares0.00%2025-09-302025-10-27 MDT MEDTRONIC PLC13.1K shares-1.81%2025-09-302025-10-27 MCD MCDONALDS CORP4.1K shares0.00%2025-09-302025-10-27 CB CHUBB LIMITED3.9K shares-3.01%2025-09-302025-10-27 GILD GILEAD SCIENCES INC9.2K shares-2.12%2025-09-302025-10-27 CEG CONSTELLATION ENERGY CORP3.1K shares-6.11%2025-09-302025-10-27 NVO NOVO-NORDISK A S17.9K shares-5.31%2025-09-302025-10-27 CAT CATERPILLAR INC1.8K shares0.06%2025-09-302025-10-27 LOW LOWES COS INC3.2K shares0.00%2025-09-302025-10-27 CSX CSX CORP21.6K shares0.00%2025-09-302025-10-27 FDX FEDEX CORP3.2K shares-3.00%2025-09-302025-10-27 MUST COLUMBIA ETF TR I36.3K shares-9.13%2025-09-302025-10-27 BA BOEING CO3.3K shares0.00%2025-09-302025-10-27 EXC EXELON CORP14.0K shares-7.59%2025-09-302025-10-27 WFC WELLS FARGO CO NEW7.3K shares0.00%2025-09-302025-10-27 CSCO CISCO SYS INC8.5K shares0.06%2025-09-302025-10-27 VOO VANGUARD INDEX FDS855 shares14.00%2025-09-302025-10-27 QCOM QUALCOMM INC3.0K shares-9.03%2025-09-302025-10-27 GOOG ALPHABET INC2.0K shares0.00%2025-09-302025-10-27 DIVS GUINNESS ATKINSON FDS15.0K shares3.68%2025-09-302025-10-27 SOLV SOLVENTUM CORP6.3K shares-2.88%2025-09-302025-10-27 AMZN AMAZON COM INC1.9K shares0.00%2025-09-302025-10-27 MA MASTERCARD INCORPORATED725 shares0.00%2025-09-302025-10-27 JPM JPMORGAN CHASE & CO.1.3K shares-7.33%2025-09-302025-10-27 AMGN AMGEN INC1.3K shares0.23%2025-09-302025-10-27 LLY ELI LILLY & CO477 shares0.00%2025-09-302025-10-27 FPAG INVESTMENT MANAGERS SER TR I9.6K shares0.00%2025-09-302025-10-27 VIG VANGUARD SPECIALIZED FUNDS1.6K shares0.00%2025-09-302025-10-27 GEHC GE HEALTHCARE TECHNOLOGIES I4.4K shares0.00%2025-09-302025-10-27 CVX CHEVRON CORP NEW2.0K shares0.05%2025-09-302025-10-27 MDLZ MONDELEZ INTL INC4.9K shares-7.60%2025-09-302025-10-27 PFE PFIZER INC11.0K shares-4.33%2025-09-302025-10-27 SOLR GUINNESS ATKINSON FDS8.8K shares-12.87%2025-09-302025-10-27 WAFD WAFD INC8.5K shares-2.74%2025-09-302025-10-27 CGSM CAPITAL GRP FIXED INCM ETF T9.5K shares0.00%2025-09-302025-10-27 NKE NIKE INC3.5K shares0.00%2025-09-302025-10-27 TSLA TESLA INC535 sharesnew addition2025-09-302025-10-27 KNO INVESTMENT MANAGERS SER TR I4.5K sharesnew addition2025-09-302025-10-27 VZ VERIZON COMMUNICATIONS INC5.2K shares0.00%2025-09-302025-10-27 ADIV GUINNESS ATKINSON FDS12.5K shares-10.07%2025-09-302025-10-27 MVIS MICROVISION INC DEL102.6K shares0.00%2025-09-302025-10-27 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available