Fund HoldingsLakeside Advisors, INC.

Total Portfolio Value
$156.28M
Total Bought
$7.66M
Total Sold
$16.44M
Net Transaction
-$8.78M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
MICROSOFT CORP(MSFT)105,003103,579-1,42439,48543,57827.88%+4,093
3M CO032,622+32,62203,4602.21%+3,460
GENERAL ELECTRIC CO011,542+11,54202,0261.30%+2,026
BERKSHIRE HATHAWAY INC DEL31,16531,140-2511,11513,0958.38%+1,980
NUCOR CORP(NUE)41,10340,858-2457,1548,0865.17%+932
NVIDIA CORPORATION(NVDA)2,0802,08001,0301,8791.20%+849
WASTE MGMT INC DEL(WM)21,29320,951-3423,8144,4662.86%+652
PACCAR INC(PCAR)22,39522,760+3652,1872,8201.80%+633
PROCTER AND GAMBLE CO(PG)40,64140,244-3975,9556,5304.18%+574
NOVO-NORDISK A S(NVO)20,25020,25002,0952,6001.66%+505
ABBVIE INC(ABBV)17,96618,001+352,7843,2782.10%+494
VANGUARD INDEX FDS19,90019,90004,7215,1723.31%+451
KROGER CO(KR)32,90032,650-2501,5041,8651.19%+361
CONSTELLATION ENERGY CORP(CEG)5,0144,766-2485868810.56%+295
EXXON MOBIL CORP15,60515,608+31,5601,8141.16%+254
VERIZON COMMUNICATIONS INC(VZ)04,909+4,90902060.13%+206
HOME DEPOT INC(HD)4,8754,87501,6891,8701.20%+181
CHUBB LIMITED
COM
4,2284,22809561,0960.70%+140
ELI LILLY & CO(LLY)67767703955270.34%+132
FEDEX CORP(FDX)3,4633,46308761,0030.64%+127
CATERPILLAR INC(CAT)1,7811,782+15276530.42%+126
AMAZON COM INC(AMZN)1,7102,060+3502603720.24%+112
US BANCORP DEL(USB)109,513108,336-1,1774,7404,8433.10%+103
INTERNATIONAL BUSINESS MACHS(IBM)2,5452,675+1304165110.33%+95
QUALCOMM INC(QCOM)3,3903,391+14905740.37%+84
WELLS FARGO CO NEW(WFC)8,4008,200-2004134750.30%+62
VANGUARD INDEX FDS1,4001,40006126730.43%+61
MEDTRONIC PLC(MDT)16,39916,205-1941,3511,4120.90%+61
JPMORGAN CHASE & CO(JPM)1,7051,751+462903510.22%+61
GE HEALTHCARE TECHNOLOGIES I(GEHC)4,6204,583-373574170.27%+59
LOWES COS INC(LOW)4,1033,812-2919139710.62%+58
CSX CORP(CSX)21,60021,60007498010.51%+52
MASTERCARD INCORPORATED(MA)81081003453900.25%+45
NORTHERN LTS FD TR III8,9009,400+5002362710.17%+35
CHEVRON CORP NEW(CVX)2,2722,346+743393700.24%+31
DAVIS FUNDAMENTAL ETF TR
SELCT INTL ETF
68,70067,500-1,2001,2731,3020.83%+29
ALPHABET INC(GOOG)2,3132,31303263520.23%+26
MARRIOTT INTL INC NEW(MAR)90090002032270.15%+24
EXELON CORP(EXC)17,25817,058-2006206410.41%+21
GUINNESS ATKINSON FDS14,92814,92803874080.26%+21
VANGUARD SPECIALIZED FUNDS1,6731,67302853060.20%+20
INVESTMENT MANAGERS SER TR5,8005,80002422590.17%+17
AT&T INC(T)116,237111,654-4,5831,9501,9651.26%+15
ABRDN ASIA PACIFIC INCOME FU28,16627,833-33376780.05%+2
GUINNESS ATKINSON FDS13,90013,90001951950.12%-0
GUINNESS ATKINSON FDS10,60210,60203002970.19%-3
AMGEN INC(AMGN)1,0871,090+33133100.20%-3
CISCO SYS INC(CSCO)10,37310,378+55245180.33%-6
COLUMBIA ETF TR I
MULTI SEC MUNI
40,96440,96408558460.54%-9
MONDELEZ INTL INC(MDLZ)6,3636,163-2004614310.28%-29
WAFD INC(WAFD)8,7268,735+92882540.16%-34
PFIZER INC(PFE)9,5128,512-1,0002742360.15%-38
MICROVISION INC DEL47,63847,6380127880.06%-39
NIKE INC(NKE)3,8503,85004183620.23%-56
JOHNSON & JOHNSON(JNJ)24,85524,269-5863,8963,8392.46%-57
GILEAD SCIENCES INC(GILD)11,54711,347-2009358310.53%-104
MCDONALDS CORP(MCD)4,7844,651-1331,4191,3110.84%-107
STARBUCKS CORP(SBUX)29,19128,867-3242,8032,6381.69%-164
INTEL CORP(INTC)28,79227,996-7961,4471,2370.79%-210
APPLE INC(AAPL)11,75611,705-512,2632,0071.28%-256
BOEING CO(BA)3,8803,830-501,0117390.47%-272
EXPEDITORS INTL WASH INC(EXPD)35,12334,198-9254,4684,1582.66%-310
COSTCO WHSL CORP NEW(COST)17,61015,161-2,44911,62411,1077.11%-517
GENERAL ELECTRIC CO(GE)11,6040-11,6041,4810-1,481
3M CO(MMM)32,8820-32,8823,5950-3,595
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