The Analysis of Lakeside Advisors, INC.'s Holdings
Currently, Lakeside Advisors, INC. holds 62 types of securities in its portfolio with a total value $156.4M. In the most recent quarter, they have increased their positions in VOOV (+1.6K shares, valued at $330.6K), N/A (+450 shares, valued at $282.2K), BMY (+4.6K shares, valued at $245.7K); decreased their positions in N/A (-1.2K shares, valued at $614.2K), MSFT (-784 shares, valued at $379.2K), COST (-290 shares, valued at $250.1K); initiated new positions in VOOV (+1.6K shares, valued at $330.6K), BMY (+4.6K shares, valued at $245.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
MSFT MICROSOFT CORP85.0K shares-0.91%2025-12-312026-01-27
COST COSTCO WHSL CORP NEW13.2K shares-2.15%2025-12-312026-01-27 NUE NUCOR CORP46.7K shares-1.45%2025-12-312026-01-27 VTI VANGUARD INDEX FDS17.5K shares0.00%2025-12-312026-01-27 PG PROCTER AND GAMBLE CO37.5K shares2.52%2025-12-312026-01-27 USB US BANCORP DEL93.2K shares-3.29%2025-12-312026-01-27 EXPD EXPEDITORS INTL WASH INC30.9K shares-1.06%2025-12-312026-01-27 JNJ JOHNSON & JOHNSON21.8K shares-1.78%2025-12-312026-01-27 WM WASTE MGMT INC DEL18.3K shares-0.10%2025-12-312026-01-27 PCAR PACCAR INC34.1K shares0.27%2025-12-312026-01-27 ABBV ABBVIE INC15.7K shares0.00%2025-12-312026-01-27 MMM 3M CO22.2K shares-1.64%2025-12-312026-01-27 GE AEROSPACE GE AEROSPACE11.3K shares-0.11%2025-12-312026-01-27 AAPL APPLE INC8.0K shares-3.03%2025-12-312026-01-27 NVDA NVIDIA CORPORATION11.7K shares-2.58%2025-12-312026-01-27 SBUX STARBUCKS CORP21.2K shares-10.65%2025-12-312026-01-27 KR KROGER CO27.8K shares-0.53%2025-12-312026-01-27 T AT&T INC69.6K shares-1.13%2025-12-312026-01-27 XOM EXXON MOBIL CORP13.6K shares0.03%2025-12-312026-01-27 DINT DAVIS FUNDAMENTAL ETF TR54.5K shares0.00%2025-12-312026-01-27 HD HOME DEPOT INC4.5K shares-4.28%2025-12-312026-01-27 GEV GE VERNOVA INC2.2K shares-5.43%2025-12-312026-01-27 MCD MCDONALDS CORP4.1K shares0.00%2025-12-312026-01-27 CB CHUBB LIMITED3.9K shares0.00%2025-12-312026-01-27 MEDTRONIC PLC MEDTRONIC PLC12.0K shares-9.08%2025-12-312026-01-27 GILD GILEAD SCIENCES INC9.1K shares-1.09%2025-12-312026-01-27 CEG CONSTELLATION ENERGY CORP3.0K shares-1.07%2025-12-312026-01-27 CAT CATERPILLAR INC1.8K shares0.06%2025-12-312026-01-27 NVO NOVO-NORDISK A S17.3K shares-3.08%2025-12-312026-01-27 FDX FEDEX CORP3.0K shares-4.73%2025-12-312026-01-27 CSX CSX CORP21.6K shares0.00%2025-12-312026-01-27 LOW LOWES COS INC3.2K shares0.00%2025-12-312026-01-27 BA BOEING CO3.5K shares4.49%2025-12-312026-01-27 MUST COLUMBIA ETF TR I36.3K shares0.00%2025-12-312026-01-27 WFC WELLS FARGO CO NEW7.5K shares3.44%2025-12-312026-01-27 CSCO CISCO SYS INC8.5K shares0.06%2025-12-312026-01-27 ALPHABET INC ALPHABET INC1.9K shares-1.28%2025-12-312026-01-27 EXC EXELON CORP13.9K shares-1.07%2025-12-312026-01-27 LLY ELI LILLY & CO512 shares7.34%2025-12-312026-01-27 VIG VANGUARD SPECIALIZED FUNDS2.4K shares51.81%2025-12-312026-01-27 QCOM QUALCOMM INC3.0K shares0.07%2025-12-312026-01-27 DIVS GUINNESS ATKINSON FDS15.0K shares0.00%2025-12-312026-01-27 AMZN AMAZON COM INC1.9K shares0.00%2025-12-312026-01-27 AMGN AMGEN INC1.3K shares2.52%2025-12-312026-01-27 JPM JPMORGAN CHASE & CO.1.3K shares0.08%2025-12-312026-01-27 SOLV SOLVENTUM CORP4.9K shares-22.68%2025-12-312026-01-27 GEHC GE HEALTHCARE TECHNOLOGIES I4.4K shares-0.79%2025-12-312026-01-27 FPAG INVESTMENT MANAGERS SER TR I9.6K shares0.00%2025-12-312026-01-27 TSLA TESLA INC755 shares41.12%2025-12-312026-01-27 VOOV VANGUARD ADMIRAL FDS INC1.6K sharesnew addition2025-12-312026-01-27 MDLZ MONDELEZ INTL INC5.7K shares16.76%2025-12-312026-01-27 CVX CHEVRON CORP NEW2.0K shares0.05%2025-12-312026-01-27 CGSM CAPITAL GRP FIXED INCM ETF T11.5K shares21.05%2025-12-312026-01-27 SOLR GUINNESS ATKINSON FDS8.8K shares0.00%2025-12-312026-01-27 PFE PFIZER INC10.1K shares-8.16%2025-12-312026-01-27 WAFD WAFD INC7.8K shares-9.25%2025-12-312026-01-27 BMY BRISTOL-MYERS SQUIBB CO4.6K sharesnew addition2025-12-312026-01-27 KNO INVESTMENT MANAGERS SER TR I4.5K shares0.00%2025-12-312026-01-27 ADIV GUINNESS ATKINSON FDS12.5K shares0.00%2025-12-312026-01-27 MVIS MICROVISION INC DEL102.6K shares0.00%2025-12-312026-01-27 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available