Investor Details
| Filer Name: | LAKESIDE ADVISORS, INC. |
|---|---|
| CIK: | 1913467 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-03 |
| Number of Holdings: | 63 |
| Portfolio Value: | $0.15B |
Lakeside Advisors, Inc. Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| MSFT | US | MICROSOFT CORP | 97,002 | $41M | 27.05% | -3.5% | - |
| BRK/B | US | BERKSHIRE HATHAWAY INC-CL B | 30,870 | $14M | 9.26% | -0.6% | - |
| COST | US | COSTCO WHOLESALE CORP | 14,859 | $14M | 9.01% | 0.9% | - |
| PG | US | PROCTER & GAMBLE CO/THE | 38,348 | $6M | 4.25% | -1.8% | - |
| VTI | US | VANGUARD TOTAL STOCK MKT ETF | 17,473 | $5M | 3.35% | - | - |
| USB | US | US BANCORP | 101,352 | $5M | 3.21% | -2.5% | - |
| NUE | US | NUCOR CORP | 40,178 | $5M | 3.10% | -0.5% | - |
| WM | US | WASTE MANAGEMENT INC | 19,882 | $4M | 2.65% | -1.5% | - |
| MMM | US | 3M CO | 29,516 | $4M | 2.52% | -3.2% | - |
| EXPD | US | EXPEDITORS INTL WASH INC | 32,402 | $4M | 2.37% | -3.4% | - |
| PCAR | US | PACCAR INC | 33,268 | $3M | 2.29% | 46.0% | - |
| JNJ | US | JOHNSON & JOHNSON | 23,085 | $3M | 2.21% | -3.8% | - |
| ABBV | US | ABBVIE INC | 16,876 | $3M | 1.98% | -1.7% | - |
| AAPL | US | APPLE INC | 10,497 | $3M | 1.74% | 2.1% | - |
| NVDA | US | NVIDIA CORP | 19,000 | $3M | 1.69% | - | - |
| SBUX | US | STARBUCKS CORP | 25,546 | $2M | 1.54% | -10.5% | - |
| T | US | AT&T INC | 96,978 | $2M | 1.46% | -1.7% | - |
| GE | US | GENERAL ELECTRIC | 11,315 | $2M | 1.25% | - | - |
| KR | US | KROGER CO | 30,452 | $2M | 1.23% | -2.6% | - |
| HD | US | HOME DEPOT INC | 4,675 | $2M | 1.20% | -4.1% | - |