13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001913467
Total reported value
$158.8M
$158.8M
62 檔
50.5%
At the close of Q4 2025, Lakeside Advisors, INC. disclosed equity holdings valued at approximately $158.8M, spread across 62 reported holdings.
In Q4 2025, Lakeside Advisors, INC. adopted a defensive or profit-taking posture, trimming 26 positions and completely liquidating 3 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 26.29% | -1.27% | -0.91% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 9.06% | -0.08% | -4.15% | |
| 3 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 7.28% | -1.06% | -2.15% | |
| 4 | NUE | Nucor CORP | Stock-Materials | 4.87% | +1.11% | -1.45% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.75% | +0.33% | — | |
| 6 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.44% | -0.14% | +2.52% | |
| 7 | USB | US Bancorp | Stock-Financials | 3.18% | +0.26% | -3.29% | |
| 8 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 2.94% | +0.18% | -1.06% | |
| 9 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.88% | -0.07% | -1.78% | |
| 10 | WM | Waste Management Inc | Stock-Industrials | 2.58% | -0.29% | -0.10% | |
| 11 | PCAR | Paccar Inc | Stock-Industrials | 2.38% | -0.03% | +0.27% | |
| 12 | ABBV | Abbvie Inc | Stock-Healthcare | 2.29% | +0.16% | — | |
| 13 | MMM | 3m Co | Stock-Industrials | 2.28% | +0.06% | -1.64% | |
| 14 | GE | General Electric | Stock-Industrials | 2.23% | +0.51% | -0.11% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.40% | +0.10% | -3.03% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.39% | +0.11% | -2.58% | |
| 17 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.14% | +0.09% | -10.65% | |
| 18 | KR | Kroger Co | Stock-Consumer Staples | 1.11% | -0.39% | -0.53% | |
| 19 | T | At&t Inc | Stock-Comm Services | 1.11% | -0.43% | -1.13% | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 1.05% | -0.38% | +0.03% | |
| 21 | DINT | Davis Select International | ETF-Other | 0.99% | -0.02% | — | |
| 22 | HD | Home Depot Inc | Stock-Consumer Disc | 0.98% | +0.01% | -4.28% | |
| 23 | GEV | GE Vernova Inc | Stock-Industrials | 0.91% | +0.32% | -5.43% | |
| 24 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.80% | -0.19% | — | |
| 25 | CB | Chubb Limited | Stock-Financials | 0.77% | -0.01% | — | |
| 26 | MDT | Medtronic plc | Stock-Healthcare | 0.73% | -0.12% | -9.07% | |
| 27 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.71% | -0.12% | -1.09% | |
| 28 | CEG | Constellation Energy | Stock-Utilities | 0.69% | -0.11% | -1.07% | |
| 29 | CAT | Caterpillar Inc | Stock-Industrials | 0.65% | +0.36% | +0.06% | |
| 30 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.56% | +0.09% | -3.08% | |
| 31 | FDX | Fedex CORP | Stock-Industrials | 0.56% | -0.14% | -4.73% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.52% | +0.06% | +52.63% | |
| 33 | CSX | Csx CORP | Stock-Industrials | 0.50% | +0.06% | — | |
| 34 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.50% | -0.06% | — | |
| 35 | BA | Boeing Co/the | Stock-Industrials | 0.48% | +0.01% | +4.49% | |
| 36 | MUST | Columbia Multi-sect Muni Inc | ETF-Other | 0.48% | -0.02% | — | |
| 37 | WFC | Wells Fargo & Co | Stock-Financials | 0.45% | -0.02% | +3.44% | |
| 38 | CSCO | Cisco Systems Inc | Stock-Tech | 0.42% | +0.18% | +0.06% | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.39% | +0.06% | -1.28% | |
| 40 | EXC | Exelon CORP | Stock-Utilities | 0.39% | -0.08% | -1.07% | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.35% | +0.07% | +7.34% | |
| 42 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.34% | +0.33% | +51.81% | |
| 43 | QCOM | Qualcomm Inc | Stock-Tech | 0.33% | +0.09% | +0.07% | |
| 44 | DIVS | Guinness Atkinson Dvd Bl-usd | ETF-Other | 0.30% | +0.01% | — | |
| 45 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.28% | +0.02% | — | |
| 46 | AMGN | Amgen Inc | Stock-Healthcare | 0.28% | -0.01% | +2.52% | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.26% | +0.01% | +0.08% | |
| 48 | SOLV | Solventum CORP | Stock-Healthcare | 0.25% | -0.20% | EXIT | |
| 49 | GEHC | GE Healthcare Technology | Stock-Healthcare | 0.23% | -0.03% | -0.79% | |
| 50 | FPAG | Fpa Global Equity ETF New | ETF-Other | 0.23% | +0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NUE | Nucor CORP | +0.8% | -1.45% | Trim |
| 2 | EXPD | Expeditors Intl Wash Inc | +0.5% | -1.06% | Trim |
| 3 | JNJ | Johnson & Johnson | +0.3% | -1.78% | Trim |
| 4 | PCAR | Paccar Inc | +0.3% | +0.27% | Add |
| 5 | USB | US Bancorp | +0.2% | -3.29% | Trim |
| 6 | VOO | Vanguard S&p 500 ETF | +0.2% | +52.63% | Add |
| 7 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +51.81% | Add |
| 8 | LLY | Eli Lilly & Co | +0.1% | +7.34% | Add |
| 9 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | — | Unchanged |
| 10 | CAT | Caterpillar Inc | +0.1% | +0.06% | Add |
| 11 | GOOG | Alphabet Inc-cl C | +0.1% | -1.28% | Trim |
| 12 | FDX | Fedex CORP | +0.1% | -4.73% | Trim |
| 13 | CB | Chubb Limited | +0.1% | — | Unchanged |
| 14 | XOM | Exxon Mobil CORP | +0.1% | +0.03% | Add |
| 15 | GE | General Electric | +0.1% | -0.11% | Trim |
| 16 | TSLA | Tesla Inc | +0.1% | +41.12% | Add |
| 17 | GILD | Gilead Sciences Inc | +0.1% | -1.09% | Trim |
| 18 | WFC | Wells Fargo & Co | +0.1% | +3.44% | Add |
| 19 | AAPL | Apple Inc | +0.1% | -3.03% | Trim |
| 20 | MMM | 3m Co | +0.1% | -1.64% | Trim |
| 21 | CSCO | Cisco Systems Inc | +0.1% | +0.06% | Add |
| 22 | AMGN | Amgen Inc | +0.1% | +2.52% | Add |
| 23 | CEG | Constellation Energy | +0.1% | -1.07% | Trim |
| 24 | CGSM | Cap Group Short Muni Income | 0% | +21.05% | Add |
| 25 | DINT | Davis Select International | 0% | — | Unchanged |
| 26 | BA | Boeing Co/the | 0% | +4.49% | Add |
| 27 | GEHC | GE Healthcare Technology | 0% | -0.79% | Trim |
| 28 | WM | Waste Management Inc | 0% | -0.10% | Trim |
| 29 | ABBV | Abbvie Inc | 0% | — | Unchanged |
| 30 | LOW | Lowe's Cos Inc | 0% | — | Unchanged |
| 31 | EXC | Exelon CORP | 0% | -1.07% | Trim |
| 32 | PFE | Pfizer Inc | 0% | -8.16% | Trim |
| 33 | NVDA | Nvidia CORP | 0% | -2.58% | Trim |
| 34 | MVIS | Microvision Inc | 0% | — | Unchanged |
| 35 | SOLV | Solventum CORP | 0% | -22.68% | Trim |
| 36 | MDT | Medtronic plc | -0.1% | -9.07% | Trim |
| 37 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | -3.08% | Trim |
| 38 | KR | Kroger Co | -0.1% | -0.53% | Trim |
| 39 | PG | Procter & Gamble Co/the | -0.1% | +2.52% | Add |
| 40 | SBUX | Starbucks CORP | -0.1% | -10.65% | Trim |
| 41 | T | At&t Inc | -0.2% | -1.13% | Trim |
| 42 | HD | Home Depot Inc | -0.2% | -4.28% | Trim |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | -4.15% | Trim |
| 44 | COST | Costco Wholesale CORP | -0.6% | -2.15% | Trim |
| 45 | MSFT | Microsoft CORP | -1.8% | -0.91% | Trim |
| 46 | MA | Mastercard Inc - A | — | EXIT | Sold out |
| 47 | VOOV | Vanguard S&p 500 Value ETF | — | NEW | New buy |
| 48 | BMY | Bristol-myers Squibb Co | — | NEW | New buy |
| 49 | NKE | Nike Inc -cl B | — | EXIT | Sold out |
| 50 | VZ | Verizon Communications Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Lakeside Advisors, INC. reported a total U.S. public equity portfolio value of $158.8M across 62 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, BRK-B, COST) accounted for 50.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
VOOV
市值: $330.6K
Top Position Liquidated / Trimmed
MA
前期市值: $412.4K
During Q4 2025, Lakeside Advisors, INC.'s top holdings by market value included MSFT (26.3%)、BRK-B (9.1%)、COST (7.3%). The largest single position, MSFT, represented 26.3% of total portfolio value.
In Q4 2025, Lakeside Advisors, INC. made 44 total portfolio adjustments, initiating 2 new buys, adding to 13 positions, trimming 26 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.