StockDriftsStockDriftsTop 50 Lakeside Advisors, INC. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 20.91% | 84.6K | $31.3M | -0.42%(-361) | $309.10(+31.09%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 9.01% | 28.2K | $13.5M | -0.04%(-10) | $288.63(+68.22%) | 2026-03-31 | |
| COST | COSTCO WHOLESALE CORPORATION | 8.64% | 13.0K | $12.9M | -1.64%(-217) | $511.96(+101.79%) | 2026-03-31 | |
| NUE | NUCOR CORP | 5.25% | 46.5K | $7.9M | -0.28%(-132) | $108.67(+113.80%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 3.74% | 17.5K | $5.6M | +0.00%(+0) | $209.89(+73.76%) | 2026-03-31 | |
| PG | PROCTER & GAMBLE CO | 3.62% | 37.6K | $5.4M | +0.25%(+92) | $151.59(-6.17%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 3.53% | 21.7K | $5.3M | -0.63%(-138) | $166.83(+38.12%) | 2026-03-31 | |
| USB | US BANCORP | 3.12% | 89.9K | $4.7M | -3.51%(-3.27K) | $57.67(-8.56%) | 2026-03-31 | |
| EXPD | EXPEDITORS INTL WASH INC | 2.94% | 30.8K | $4.4M | -0.45%(-140) | $125.70(+23.95%) | 2026-03-31 | |
| WM | WASTE MGMT INC DEL | 2.81% | 18.3K | $4.2M | +0.00%(+0) | $158.11(+36.89%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.38% | +41.93% |
| Top 20 Holdings Unweighted | +15.11% | +52.52% |
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