Lakeside Advisors, INC.
•CIK: 1913467•Filing: Q4 2025
**Lakeside Advisors, INC.** manages $156M across a diversified portfolio of 62 positions. The fund exhibits a significant overweight to technology and industrials, highlighted by the top holding in Microsoft ($41.1M). Further allocations include substantial positions in Berkshire Hathaway ($14.2M) and Costco ($11.4M). This concentration suggests a value-oriented approach targeting established market leaders.
Total AUM
$156.4M
QoQ Performance
-1.1%
Positions
58
Top 10 Concentration
66.3%
Latest Filing
Q4 2025
Top Holdings Allocation
MSFT
BRK/B
COST
MSFT26.3%
BRK/B9.1%
COST7.3%
NUE4.9%
VTI3.7%
PG3.4%
USB3.2%
EXPD2.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology30.2%
Other25.4%
Consumer11.2%
Financial10.5%
Healthcare7.6%
Industrial6.2%
Materials4.9%
Consumer Staples1.3%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW2 new positions
↑17 increased
↓28 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023