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CIK: 0001913467
Total reported value
$158.8M
$158.8M
65 檔
44.9%
During the Q1 2026 filing period, Lakeside Advisors, INC. (CIK: 0001913467) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $158.8M across 65 reported positions.
In Q1 2026, Lakeside Advisors, INC. adopted a defensive or profit-taking posture, trimming 30 positions and completely liquidating 1 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 20.91% | -1.27% | -0.42% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 9.01% | -0.08% | -0.04% | |
| 3 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 8.64% | -1.06% | -1.64% | |
| 4 | NUE | Nucor CORP | Stock-Materials | 5.25% | +1.11% | -0.28% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.74% | +0.33% | — | |
| 6 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.62% | -0.14% | +0.25% | |
| 7 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.53% | -0.07% | -0.63% | |
| 8 | USB | US Bancorp | Stock-Financials | 3.12% | +0.26% | -3.51% | |
| 9 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 2.94% | +0.18% | -0.45% | |
| 10 | WM | Waste Management Inc | Stock-Industrials | 2.81% | -0.29% | — | |
| 11 | PCAR | Paccar Inc | Stock-Industrials | 2.62% | -0.03% | -0.30% | |
| 12 | ABBV | Abbvie Inc | Stock-Healthcare | 2.28% | +0.16% | — | |
| 13 | MMM | 3m Co | Stock-Industrials | 2.15% | +0.06% | -0.42% | |
| 14 | GE | General Electric | Stock-Industrials | 2.12% | +0.51% | -1.00% | |
| 15 | XOM | Exxon Mobil CORP | Stock-Energy | 1.54% | -0.38% | -0.06% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.36% | +0.11% | — | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.35% | +0.10% | -1.24% | |
| 18 | KR | Kroger Co | Stock-Consumer Staples | 1.34% | -0.39% | -0.36% | |
| 19 | T | At&t Inc | Stock-Comm Services | 1.28% | -0.43% | -4.74% | |
| 20 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.26% | +0.09% | -0.89% | |
| 21 | GEV | GE Vernova Inc | Stock-Industrials | 1.18% | +0.32% | -6.90% | |
| 22 | HD | Home Depot Inc | Stock-Consumer Disc | 0.96% | +0.01% | -2.23% | |
| 23 | DINT | Davis Select International | ETF-Other | 0.96% | -0.02% | -2.29% | |
| 24 | CAT | Caterpillar Inc | Stock-Industrials | 0.85% | +0.36% | +0.84% | |
| 25 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.83% | -0.19% | -3.16% | |
| 26 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.82% | -0.12% | -2.87% | |
| 27 | CB | Chubb Limited | Stock-Financials | 0.82% | -0.01% | -2.59% | |
| 28 | FDX | Fedex CORP | Stock-Industrials | 0.72% | -0.14% | +0.70% | |
| 29 | MDT | Medtronic plc | Stock-Healthcare | 0.69% | -0.12% | -0.78% | |
| 30 | CSX | Csx CORP | Stock-Industrials | 0.59% | +0.06% | — | |
| 31 | CGSM | Cap Group Short Muni Income | ETF-Other | 0.58% | +0.17% | +186.96% | |
| 32 | CEG | Constellation Energy | Stock-Utilities | 0.57% | -0.11% | -0.10% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.54% | +0.06% | +4.21% | |
| 34 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.51% | -0.06% | — | |
| 35 | MUST | Columbia Multi-sect Muni Inc | ETF-Other | 0.50% | -0.02% | — | |
| 36 | BA | Boeing Co/the | Stock-Industrials | 0.47% | +0.01% | +0.86% | |
| 37 | EXC | Exelon CORP | Stock-Utilities | 0.45% | -0.08% | -1.80% | |
| 38 | CSCO | Cisco Systems Inc | Stock-Tech | 0.44% | +0.18% | -1.40% | |
| 39 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.39% | +0.09% | -7.80% | |
| 40 | WFC | Wells Fargo & Co | Stock-Financials | 0.39% | -0.02% | -2.66% | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.39% | +0.33% | +12.56% | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.37% | +0.06% | — | |
| 43 | FEOE | First Eagle Overseas Eq ETF | ETF-Other | 0.33% | +0.18% | — | |
| 44 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.32% | +0.07% | +1.95% | |
| 45 | AMGN | Amgen Inc | Stock-Healthcare | 0.32% | -0.01% | +0.22% | |
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.31% | +0.02% | +14.58% | |
| 47 | DIVS | Guinness Atkinson Dvd Bl-usd | ETF-Other | 0.30% | +0.01% | — | |
| 48 | CVX | Chevron CORP | Stock-Energy | 0.28% | -0.07% | +0.05% | |
| 49 | QCOM | Qualcomm Inc | Stock-Tech | 0.26% | +0.09% | +0.10% | |
| 50 | FPAG | Fpa Global Equity ETF New | ETF-Other | 0.26% | +0.01% | +10.42% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | COST | Costco Wholesale CORP | +1.4% | -1.64% | Trim |
| 2 | JNJ | Johnson & Johnson | +0.7% | -0.63% | Trim |
| 3 | XOM | Exxon Mobil CORP | +0.5% | -0.06% | Trim |
| 4 | CGSM | Cap Group Short Muni Income | +0.4% | +186.96% | Add |
| 5 | NUE | Nucor CORP | +0.4% | -0.28% | Trim |
| 6 | GEV | GE Vernova Inc | +0.3% | -6.90% | Trim |
| 7 | PCAR | Paccar Inc | +0.2% | -0.30% | Trim |
| 8 | KR | Kroger Co | +0.2% | -0.36% | Trim |
| 9 | WM | Waste Management Inc | +0.2% | — | Unchanged |
| 10 | CAT | Caterpillar Inc | +0.2% | +0.84% | Add |
| 11 | PG | Procter & Gamble Co/the | +0.2% | +0.25% | Add |
| 12 | T | At&t Inc | +0.2% | -4.74% | Trim |
| 13 | FDX | Fedex CORP | +0.2% | +0.70% | Add |
| 14 | SBUX | Starbucks CORP | +0.1% | -0.89% | Trim |
| 15 | GILD | Gilead Sciences Inc | +0.1% | -2.87% | Trim |
| 16 | CSX | Csx CORP | +0.1% | — | Unchanged |
| 17 | CVX | Chevron CORP | +0.1% | +0.05% | Add |
| 18 | EXC | Exelon CORP | +0.1% | -1.80% | Trim |
| 19 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +12.56% | Add |
| 20 | CB | Chubb Limited | +0.1% | -2.59% | Trim |
| 21 | AMGN | Amgen Inc | 0% | +0.22% | Add |
| 22 | PFE | Pfizer Inc | 0% | +0.04% | Add |
| 23 | FPAG | Fpa Global Equity ETF New | 0% | +10.42% | Add |
| 24 | MCD | Mcdonald's CORP | 0% | -3.16% | Trim |
| 25 | AMZN | Amazon.com Inc | 0% | +14.58% | Add |
| 26 | BMY | Bristol-myers Squibb Co | 0% | +0.04% | Add |
| 27 | MDLZ | Mondelez International Inc-a | 0% | — | Unchanged |
| 28 | VOO | Vanguard S&p 500 ETF | 0% | +4.21% | Add |
| 29 | CSCO | Cisco Systems Inc | 0% | -1.40% | Trim |
| 30 | MUST | Columbia Multi-sect Muni Inc | 0% | — | Unchanged |
| 31 | LOW | Lowe's Cos Inc | 0% | — | Unchanged |
| 32 | KNO | Axs Knowledge Leaders ETF | 0% | — | Unchanged |
| 33 | VOOV | Vanguard S&p 500 Value ETF | 0% | — | Unchanged |
| 34 | SOLR | Guinness Atkinson Sust Enr-u | 0% | — | Unchanged |
| 35 | EXPD | Expeditors Intl Wash Inc | — | -0.45% | Trim |
| 36 | WAFD | Wafd Inc | — | -3.11% | Trim |
| 37 | DIVS | Guinness Atkinson Dvd Bl-usd | — | — | Unchanged |
| 38 | VTI | Vanguard Total Stock Mkt ETF | 0% | — | Unchanged |
| 39 | ABBV | Abbvie Inc | 0% | — | Unchanged |
| 40 | BA | Boeing Co/the | 0% | +0.86% | Add |
| 41 | JPM | Jpmorgan Chase & Co | 0% | — | Unchanged |
| 42 | MVIS | Microvision Inc | 0% | — | Unchanged |
| 43 | HD | Home Depot Inc | 0% | -2.23% | Trim |
| 44 | GOOG | Alphabet Inc-cl C | 0% | — | Unchanged |
| 45 | NVDA | Nvidia CORP | 0% | — | Unchanged |
| 46 | DINT | Davis Select International | 0% | -2.29% | Trim |
| 47 | LLY | Eli Lilly & Co | 0% | +1.95% | Add |
| 48 | GEHC | GE Healthcare Technology | 0% | -1.98% | Trim |
| 49 | TSLA | Tesla Inc | 0% | +1.99% | Add |
| 50 | MDT | Medtronic plc | 0% | -0.78% | Trim |
According to official SEC Form 13F filings, Lakeside Advisors, INC. reported a total U.S. public equity portfolio value of $158.8M across 65 disclosed positions in Q1 2026.
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 44.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
FEOE
市值: $499.6K
Top Position Liquidated / Trimmed
ADIV
前期市值: $226.6K
During Q1 2026, Lakeside Advisors, INC.'s top holdings by market value included MSFT (20.9%)、BRK-B (9.0%)、COST (8.6%). The largest single position, MSFT, represented 20.9% of total portfolio value.
In Q1 2026, Lakeside Advisors, INC. made 51 total portfolio adjustments, initiating 4 new buys, adding to 16 positions, trimming 30 holdings, and fully liquidating 1 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.
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