Lakeside Advisors, INC. - Portfolio Stock Holdings
Lakeside Advisors, INC. disclosed 68 stock positions in a recent SEC 13F filing. $156,996,947 of stock holdings were filed, with the largest holdings including MSFT, BRK.B, and COST. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $412,236,024 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
68Est. Stock Holding Value:
$156,996,947Top Stock Holdings By Sector
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Portfolio Stock Holdings - Lakeside Advisors, INC.
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