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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 $158,062,580
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 85,782 $44,430,557 28.11%
2.
Berkshire Hathaway Inc
 BRK.A 29,417 $14,789,103 9.36%
3.
Costco Wholesale Corp W
 COST 13,497 $12,493,209 7.9%
4.
Nucor Corp
 NUE 47,365 $6,414,622 4.06%
5.
Vanguard Index Fds
 17,473 $5,734,114 3.63%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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