Lakeside Advisors, INC.

CIK

1913467

Location

SEATTLE, WA

Portfolio Value

Small $134,234,585

Diversification

Diversified

Filing Date

Global Rank

#5,067 / 8,603 ▲ 30 · as of Mar 2026

Top Industry

Software - Infrastructure 23.3%

3Y Alpha vs SPY

-5.9%

Period ended 3 months ago

Filed May 1, 2026 · 2mo

18 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+50.7%

SPY

+76.0%

Annualised alpha

-6.1%

Max drawdown

−13.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

50 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

23.3%

−5.6 pts

Top 5

53.0%

−3.0 pts

Top 10

69.7%

−1.6 pts

HHI

886

Diversified−240

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	27.2%	$36,490,304	6
Industrials	18.2%	$24,436,140	10
Consumer Defensive	15.4%	$20,699,786	4
Financial Services	15.3%	$20,601,386	6
Healthcare	10.4%	$13,996,435	12
Basic Materials	5.9%	$7,870,759	1
Consumer Cyclical	4.5%	$6,068,012	6
Communication Services	1.6%	$2,142,476	2
Utilities	1.1%	$1,514,867	2
Energy	0.3%	$414,420	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

12 positions

Ticker	Company	Δ Shares	Shares	Value
AMZN	Amazon Com Inc	+280	2,200	$458,194
PG	PROCTER & GAMBLE Co	+92	37,576	$5,427,477
BA	Boeing Co	+30	3,520	$700,585
FDX	Fedex Corp	+21	3,039	$872,224
CAT	Caterpillar Inc	+15	1,803	$1,277,353
TSLA	Tesla, Inc.	+15	770	$286,247
LLY	ELI LILLY & Co	+10	522	$480,119
PFE	Pfizer Inc	+4	10,090	$283,327
QCOM	Qualcomm Inc/De	+3	3,007	$387,241
AMGN	Amgen Inc	+3	1,343	$472,534
BMY	Bristol Myers Squibb Co	+2	4,557	$276,382
CVX	Chevron Corp	+1	2,003	$414,420
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
T	At&T Inc.	−3,298	66,316	$1,922,500
USB	US Bancorp De	−3,273	89,900	$4,675,699
NVO	Novo Nordisk A S	−1,350	15,950	$586,162
MSFT	Microsoft Corp	−361	84,637	$31,330,078
GILD	Gilead Sciences, Inc.	−261	8,839	$1,231,891
EXC	Exelon Corp	−250	13,608	$667,064
WAFD	Wafd Inc	−241	7,509	$235,782
SOLV	Solventum Corp	−235	4,643	$303,187
COST	Costco Wholesale Corp /New	−217	12,990	$12,943,625
WFC	Wells Fargo & Company/Mn	−200	7,325	$583,143
SBUX	Starbucks Corp	−190	21,055	$1,886,317
GEV	GE Vernova Inc.	−150	2,025	$1,767,622
EXPD	Expeditors International Of Washington Inc	−140	30,763	$4,406,184
JNJ	Johnson & Johnson	−138	21,651	$5,292,370
NUE	Nucor Corp	−132	46,545	$7,870,759
MCD	Mcdonalds Corp	−130	3,988	$1,239,430
CSCO	Cisco Systems, Inc.	−119	8,409	$652,454
GE	General Electric Co	−113	11,190	$3,175,386
PCAR	Paccar Inc	−103	33,950	$3,921,225
CB	Chubb Ltd	−100	3,768	$1,228,104
AAPL	Apple Inc.	−100	7,944	$2,016,107
HD	Home Depot, Inc.	−100	4,375	$1,438,893
KR	Kroger Co	−99	27,659	$2,001,405
MMM	3M Co	−94	22,142	$3,215,682
MDT	Medtronic plc	−93	11,860	$1,027,669
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
ACHV	Achieve Life Sciences, Inc.	111,101	$326,636
VZ	Verizon Communications Inc	4,382	$219,976
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

50 positions · $134,234,585 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Reduced	84,637	-361	$31,330,078	−23.8%	23.34%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	28,185	-10	$13,506,252	−4.7%	10.06%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	12,990	-217	$12,943,625	+13.7%	9.64%
NUE	Nucor Corp Basic Materials	Reduced	46,545	-132	$7,870,759	+3.4%	5.86%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	37,576	+92	$5,427,477	+1.0%	4.04%
JNJ	Johnson & Johnson Healthcare	Reduced	21,651	-138	$5,292,370	+17.4%	3.94%
USB	US Bancorp De Financial Services	Reduced	89,900	-3,273	$4,675,699	−6.0%	3.48%
EXPD	Expeditors International Of Washington Inc Industrials	Reduced	30,763	-140	$4,406,184	−4.3%	3.28%
WM	Waste Management Inc Industrials	Held	18,335	0	$4,213,199	+4.6%	3.14%
PCAR	Paccar Inc Industrials	Reduced	33,950	-103	$3,921,225	+5.2%	2.92%
ABBV	AbbVie Inc. Healthcare	Held	15,676	0	$3,409,373	−4.8%	2.54%
MMM	3M Co Industrials	Reduced	22,142	-94	$3,215,682	−9.7%	2.40%
GE	General Electric Co Industrials	Reduced	11,190	-113	$3,175,386	−8.8%	2.37%
NVDA	Nvidia Corp Technology	Held	11,690	0	$2,038,736	−6.5%	1.52%
AAPL	Apple Inc. Technology	Reduced	7,944	-100	$2,016,107	−7.8%	1.50%
KR	Kroger Co Consumer Defensive	Reduced	27,659	-99	$2,001,405	+15.4%	1.49%
T	At&T Inc. Communication Services	Reduced	66,316	-3,298	$1,922,500	+11.2%	1.43%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	21,055	-190	$1,886,317	+5.4%	1.41%
GEV	GE Vernova Inc. Industrials	Reduced	2,025	-150	$1,767,622	+24.3%	1.32%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	4,375	-100	$1,438,893	−6.6%	1.07%
CAT	Caterpillar Inc Industrials	Added	1,803	+15	$1,277,353	+24.7%	0.95%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	3,988	-130	$1,239,430	−1.5%	0.92%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	8,839	-261	$1,231,891	+10.3%	0.92%
CB	Chubb Ltd Financial Services	Reduced	3,768	-100	$1,228,104	+1.7%	0.91%
MDT	Medtronic plc Healthcare	Reduced	11,860	-93	$1,027,669	−10.5%	0.77%
CSX	Csx Corp Industrials	Held	21,600	0	$886,680	+13.2%	0.66%
FDX	Fedex Corp Industrials	Added	3,039	+21	$872,224	+24.2%	0.65%
CEG	Constellation Energy Corp Utilities	Reduced	3,036	-3	$847,803	−21.0%	0.63%
LOW	Lowes Companies Inc Consumer Cyclical	Held	3,212	0	$758,931	−2.0%	0.57%
BA	Boeing Co Industrials	Added	3,520	+30	$700,585	−7.5%	0.52%
EXC	Exelon Corp Utilities	Reduced	13,608	-250	$667,064	+10.4%	0.50%
CSCO	Cisco Systems, Inc. Technology	Reduced	8,409	-119	$652,454	−0.7%	0.49%
NVO	Novo Nordisk A S Healthcare	Reduced	15,950	-1,350	$586,162	−33.4%	0.44%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	7,325	-200	$583,143	−16.9%	0.43%
LLY	ELI LILLY & Co Healthcare	Added	522	+10	$480,119	−12.7%	0.36%
AMGN	Amgen Inc Healthcare	Added	1,343	+3	$472,534	+7.7%	0.35%
AMZN	Amazon Com Inc Consumer Cyclical	Added	2,200	+280	$458,194	+3.4%	0.34%
CVX	Chevron Corp Energy	Added	2,003	+1	$414,420	+35.8%	0.31%
QCOM	Qualcomm Inc/De Technology	Added	3,007	+3	$387,241	−24.6%	0.29%
JPM	Jpmorgan Chase & Co Financial Services	Held	1,266	0	$372,406	−8.7%	0.28%
MDLZ	Mondelez International, Inc. Consumer Defensive	Held	5,678	0	$327,279	+7.1%	0.24%
ACHV	Achieve Life Sciences, Inc. Healthcare	NEW	111,101	NEW	$326,636	NEW	0.24%
GEHC	GE HealthCare Technologies Inc. Healthcare	Reduced	4,310	-87	$306,785	−14.9%	0.23%
SOLV	Solventum Corp Healthcare	Reduced	4,643	-235	$303,187	−21.6%	0.23%
TSLA	Tesla, Inc. Consumer Cyclical	Added	770	+15	$286,247	−15.7%	0.21%
PFE	Pfizer Inc Healthcare	Added	10,090	+4	$283,327	+12.8%	0.21%
BMY	Bristol Myers Squibb Co Healthcare	Added	4,557	+2	$276,382	+12.5%	0.21%
WAFD	Wafd Inc Financial Services	Reduced	7,509	-241	$235,782	−5.0%	0.18%
VZ	Verizon Communications Inc Communication Services	NEW	4,382	NEW	$219,976	NEW	0.16%
MVIS	Microvision, Inc. Technology	Held	102,638	0	$65,688	−22.9%	0.05%