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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 $150,981,848
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 96,363 $36,173,705 23.96%
2.
Berkshire Hathaway Inc
 BRK.A 30,750 $16,376,835 10.85%
3.
Costco Wholesale Corp W
 COST 14,359 $13,580,345 8.99%
4.
Procter & Gamble Co
 PG 38,152 $6,501,941 4.31%
5.
Nucor Corp
 NUE 49,237 $5,925,178 3.92%
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)