Fund HoldingsLakeside Advisors, INC.

Total Portfolio Value
$156.37M
Total Bought
$3.57M
Total Sold
$11.65M
Net Transaction
-$8.07M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
NUCOR CORP(NUE)47,36546,677-6886,4157,6144.87%+1,199
EXPEDITORS INTL WASH INC(EXPD)31,23430,903-3313,8294,6052.94%+776
GUINNESS ATKINSON FDS015,000+15,00004640.30%+464
JOHNSON & JOHNSON(JNJ)22,18421,789-3954,1134,5092.88%+396
PACCAR INC(PCAR)33,96134,053+923,3393,7292.38%+390
VANGUARD ADMIRAL FDS INC01,614+1,61403310.21%+331
US BANCORP DEL(USB)96,34293,173-3,1694,6564,9723.18%+316
VANGUARD INDEX FDS8551,305+4505248180.52%+295
GUINNESS ATKINSON FDS08,802+8,80202720.17%+272
BRISTOL-MYERS SQUIBB CO(BMY)04,555+4,55502460.16%+246
GUINNESS ATKINSON FDS012,500+12,50002270.14%+227
ELI LILLY & CO(LLY)477512+353645500.35%+186
VANGUARD SPECIALIZED FUNDS1,5732,388+8153395250.34%+185
CATERPILLAR INC(CAT)1,7871,788+18531,0240.65%+171
ALPHABET INC(GOOG)1,9591,934-254776070.39%+130
FEDEX CORP(FDX)3,1683,018-1507478720.56%+125
VANGUARD INDEX FDS17,47317,47305,7345,8583.75%+124
CHUBB LIMITED
COM
3,8683,86801,0921,2070.77%+116
EXXON MOBIL CORP13,58113,585+41,5311,6351.05%+104
TESLA INC(TSLA)535755+2202383400.22%+102
GILEAD SCIENCES INC(GILD)9,2009,100-1001,0211,1170.71%+96
WELLS FARGO CO NEW(WFC)7,2757,525+2506107010.45%+92
GE AEROSPACE(GE)11,31511,303-123,4043,4822.23%+78
APPLE INC(AAPL)8,2958,044-2512,1122,1871.40%+75
CISCO SYS INC(CSCO)8,5238,528+55836570.42%+74
AMGEN INC(AMGN)1,3071,340+333694390.28%+70
CONSTELLATION ENERGY CORP(CEG)3,0723,039-331,0111,0740.69%+63
CAPITAL GRP FIXED INCM ETF T
SHOR DUR MUN ETF
9,50011,500+2,0002503030.19%+52
3M CO(MMM)22,60622,236-3703,5083,5602.28%+52
BOEING CO(BA)3,3403,490+1507217580.48%+37
DAVIS FUNDAMENTAL ETF TR
SELCT INTL ETF
54,50054,50001,5251,5530.99%+28
GE HEALTHCARE TECHNOLOGIES I(GEHC)4,4324,397-353333610.23%+28
AMAZON COM INC(AMZN)1,9201,92004224430.28%+22
CSX CORP(CSX)21,60021,60007677830.50%+16
QUALCOMM INC(QCOM)3,0023,004+24995140.33%+14
INVESTMENT MANAGERS SER TR I
FPA GBL EQTY ETF
9,6009,60003443560.23%+12
JPMORGAN CHASE & CO.(JPM)1,2651,266+13994080.26%+9
GE VERNOVA INC(GEV)2,3002,175-1251,4141,4220.91%+7
MCDONALDS CORP(MCD)4,1184,11801,2511,2590.80%+7
INVESTMENT MANAGERS SER TR I
AXS KNO LEA ETF
4,5504,55002302330.15%+4
COLUMBIA ETF TR I
MULTI SEC MUNI
36,34036,34007467490.48%+3
MONDELEZ INTL INC(MDLZ)4,8635,678+8153043060.20%+2
CHEVRON CORP NEW(CVX)2,0012,002+13113050.20%-6
WAFD INC(WAFD)8,5407,750-7902592480.16%-10
WASTE MGMT INC DEL(WM)18,35418,335-194,0534,0282.58%-25
EXELON CORP(EXC)14,00813,858-1506316040.39%-26
PFIZER INC(PFE)10,98210,086-8962802510.16%-29
LOWES COS INC(LOW)3,2123,21208077750.50%-33
MICROVISION INC DEL102,638102,6380127850.05%-42
ABBVIE INC(ABBV)15,67615,67603,6303,5822.29%-48
NVIDIA CORPORATION(NVDA)12,00011,690-3102,2392,1801.39%-59
SOLVENTUM CORP(SOLV)6,3094,878-1,4314613870.25%-74
MEDTRONIC PLC(MDT)13,14611,953-1,1931,2521,1480.73%-104
NOVO-NORDISK A S(NVO)17,85017,300-5509908800.56%-110
KROGER CO(KR)27,90627,758-1481,8811,7341.11%-147
STARBUCKS CORP(SBUX)23,77821,245-2,5332,0121,7891.14%-223
GUINNESS ATKINSON FDS12,5000-12,5002260-226
VERIZON COMMUNICATIONS INC(VZ)5,1860-5,1862280-228
NIKE INC(NKE)3,4500-3,4502410-241
PROCTER AND GAMBLE CO(PG)36,56237,484+9225,6185,3723.44%-246
AT&T INC(T)70,41169,614-7971,9881,7291.11%-259
GUINNESS ATKINSON FDS8,8020-8,8022690-269
HOME DEPOT INC(HD)4,6754,475-2001,8941,5400.98%-354
MASTERCARD INCORPORATED(MA)7250-7254120-412
GUINNESS ATKINSON FDS15,0000-15,0004670-467
BERKSHIRE HATHAWAY INC DEL29,41728,195-1,22214,78914,1729.06%-617
COSTCO WHSL CORP NEW(COST)13,49713,207-29012,49311,3897.28%-1,104
MICROSOFT CORP(MSFT)85,78284,998-78444,43141,10726.29%-3,324
Page 1 of 1