StockDriftsStockDriftsTop 50 Lakeside Advisors INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 24.77% | 82.7K | $42.4M | -1.10%(-921) | $309.10(+72.60%) | 2026-09-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 8.17% | 28.1K | $14.0M | -0.88%(-250) | $289.71(+83.71%) | 2026-09-30 | |
| COST | COSTCO WHOLESALE CORPORATION | 6.76% | 12.7K | $11.6M | -1.22%(-157) | $511.96(+94.45%) | 2026-09-30 | |
| NUE | NUCOR CORP | 6.12% | 44.9K | $10.5M | -1.05%(-476) | $108.67(+139.93%) | 2026-09-30 | |
| VTI | VANGUARD INDEX FDS | 3.82% | 17.5K | $6.5M | +0.00%(+0) | $209.89(+78.92%) | 2026-09-30 | |
| JNJ | JOHNSON & JOHNSON | 3.31% | 21.4K | $5.7M | -1.10%(-239) | $166.83(+52.13%) | 2026-09-30 | |
| PG | PROCTER & GAMBLE CO | 3.27% | 38.6K | $5.6M | +2.40%(+905) | $151.44(+4.12%) | 2026-09-30 | |
| EXPD | EXPEDITORS INTL WASH INC | 3.24% | 30.0K | $5.5M | -1.28%(-390) | $125.70(+56.57%) | 2026-09-30 | |
| USB | US BANCORP | 2.96% | 87.7K | $5.1M | -1.49%(-1.33K) | $57.67(+0.30%) | 2026-09-30 | |
| ABBV | ABBVIE INC | 2.33% | 15.3K | $4.0M | -0.65%(-100) | $121.73(+132.23%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (19 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.87% | +55.58% | — | — | +45.94% |
| Top 20 Holdings Unweighted | +17.12% | +60.67% | — | — | +52.02% |
Lakeside Advisors INC reports $171.29M in US-listed equity holdings across 66 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (24.8%), BRK.B (8.2%) and COST (6.8%). The top 20 holdings account for 80.54% of reported assets. Its disclosed equity book has returned +55.58% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Lakeside Advisors INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1913467). View Lakeside Advisors INC’s 13F filings on SEC