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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 $149,842,826
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 84,637 $31,330,082 20.91%
2.
Berkshire Hathaway Inc
 BRK-B 28,185 $13,506,252 9.01%
3.
Costco Wholesale Corp W
 COST 12,990 $12,943,703 8.64%
4.
Nucor Corp
 NUE 46,545 $7,870,683 5.25%
5.
Vanguard Index Fds
 17,473 $5,605,513 3.74%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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