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Home > Institutional Investor > Lakeside Advisors, Inc. > Profile

Instuitional Investor - Lakeside Advisors, Inc.

Fund Profile
Filing Period:
Fund Name: Lakeside Advisors, Inc.
Portfolio Value $155,154,027
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 86,420 $42,986,171 27.71%
2.
Berkshire Hathaway Inc
 BRK.A 29,967 $14,557,070 9.38%
3.
Costco Wholesale Corp W
 COST 13,524 $13,387,881 8.63%
4.
Nucor Corp
 NUE 48,052 $6,224,675 4.01%
5.
Procter & Gamble Co
 PG 36,907 $5,880,059 3.79%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)