Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Lakeside Advisors, Inc. > Profile

Instuitional Investor - Lakeside Advisors, Inc.

Fund Profile
Filing Period:
Fund Name: Lakeside Advisors, Inc.
Portfolio Value $144,002,292
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 105,003 $39,485,370 27.41%
2.
Costco Wholesale Corp W
 COST 17,610 $11,624,055 8.07%
3.
Berkshire Hathaway Inc
 BRK.A 31,165 $11,115,309 7.71%
4.
Nucor Corp
 NUE 41,103 $7,153,561 4.96%
5.
Procter & Gamble Co
 PG 40,641 $5,955,496 4.13%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
Subscribe Now

Returns since its inception in May 2014 (through Feb 16th, 2024)