Lakeside Advisors, INC.
Filing Date
Global Rank
#4,699
/ 8,232
▲ 155
Top Industry
Software - Infrastructure
22.9%
3Y Alpha vs SPY
-6.0%
Period ended 3 months ago
Filed May 1, 2026 · 45d
18 quarters · since Dec 2021
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+49.0%
SPY
+74.2%
Annualised alpha
-6.1%
Max drawdown
−13.1%
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
51 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
22.9%
−5.6 pts
Top 5
52.0%
−3.3 pts
Top 10
68.4%
−2.0 pts
HHI
857
Diversified−242
Portfolio Trend
18 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 26.7% | $36,490,304 |
| Industrials | 18.0% | $24,646,347 |
| Consumer Defensive | 15.1% | $20,699,786 |
| Financial Services | 15.1% | $20,601,386 |
| Healthcare | 10.2% | $13,996,435 |
| Basic Materials | 5.8% | $7,870,759 |
| Consumer Cyclical | 4.4% | $6,068,012 |
| Energy | 2.0% | $2,717,893 |
| Communication Services | 1.6% | $2,142,476 |
| Utilities | 1.1% | $1,514,867 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
12 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | $1,082,431 | |
| TSLA | Tesla, Inc. | +15 | 770 | $286,247 | |
| CAT | Caterpillar Inc | +15 | 1,803 | $1,277,353 | |
| 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 | Open |
|---|---|---|---|---|---|
| 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 | |
| HD | Home Depot, Inc. | −100 | 4,375 | $1,438,893 | |
| CB | Chubb Ltd | −100 | 3,768 | $1,228,104 | |
| AAPL | Apple Inc. | −100 | 7,944 | $2,016,107 | |
| 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. | |||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
51 positions ·
$136,748,265 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
Showing 51–51
of 51 positions by value
· page 2 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
Reduced | 84,637 | $31,330,078 | 22.91% |