Lakeside Advisors, INC. holds a focused book of 65 stocks worth $158.8M as of Q2 2026 (disclosed Jul 31, 2026, a ~31-day 13F lag). This quarter they opened JPMorgan Ltd Duration ETF and trimmed Microsoft Corp. Their largest long position is Microsoft Corp at 20% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
90% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Lakeside Advisors, INC.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 71 / 65 | $469.4B |
| ROYAL BANK OF CANADA | 71 / 65 | $135.1B |
| UBS Group AG | 70 / 65 | $117.8B |
| LPL Financial LLC | 70 / 65 | $51.9B |
| OSAIC HOLDINGS, INC. | 70 / 65 | $13.1B |
| RAYMOND JAMES FINANCIAL INC | 69 / 65 | $84.3B |
| FIFTH THIRD BANCORP | 69 / 65 | $19.1B |
| JPMORGAN CHASE & CO | 68 / 65 | $475.1B |
Ranked by how many of Lakeside Advisors, INC.'s top 65 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp COM | $31.2M | 83.6K | 19.6% | ▼−1.2% Reduced · −1K sh | |
| 2 | Berkshire Hathaway Inc Del CL B NEW | $14.2M | 28.3K | 8.9% | ▲+0.5% Added · +155 sh | |
| 3 | Costco Wholesale Corporation COM | $12.0M | 12.9K | 7.6% | ▼−0.9% Reduced · −115 sh | |
| 4 | Nucor Corp COM | $10.1M | 45.4K | 6.4% | ▼−2.6% Reduced · −1K sh | |
| 5 | Vanguard Index FDS TOTAL STK MKT | $6.5M | 17.5K | 4.1% | —Held | |
| 6 | Procter & Gamble Co COM | $5.5M | 37.7K | 3.5% | ▲+0.3% Added · +106 sh | |
| 7 | Johnson & Johnson COM | $5.5M | 21.6K | 3.5% | ▼−0.1% Reduced · −11 sh | |
| 8 | US Bancorp COM NEW | $5.4M | 89.0K | 3.4% | ▼−1.0% Reduced · −892 sh | |
| 9 | Expeditors Intl Wash Inc COM | $5.0M | 30.4K | 3.1% | ▼−1.1% Reduced · −341 sh | |
| 10 | Ge Aerospace COM NEW | $4.2M | 11.2K | 2.6% | —Held | |
| 11 | Paccar Inc COM | $4.1M | 34.2K | 2.6% | ▲+0.7% Added · +247 sh | |
| 12 | Waste Mgmt Inc Del COM | $4.0M | 18.0K | 2.5% | ▼−1.9% Reduced · −349 sh | |
| 13 | Abbvie Inc COM | $3.9M | 15.4K | 2.4% | ▼−1.9% Reduced · −300 sh | |
| 14 | 3M Co COM | $3.5M | 21.7K | 2.2% | ▼−2.0% Reduced · −445 sh | |
| 15 | Ge Vernova Inc COM | $2.4M | 2.0K | 1.5% | —Held | |
| 16 | Nvidia Corporation COM | $2.3M | 11.7K | 1.5% | —Held | |
| 17 | Apple Inc COM | $2.3M | 7.9K | 1.4% | —Held | |
| 18 | Starbucks Corp COM | $2.1M | 21.0K | 1.3% | ▼−0.4% Reduced · −89 sh | |
| 19 | Caterpillar Inc COM | $1.9M | 1.8K | 1.2% | ▲+0.1% Added · +1 sh | |
| 20 | Exxon Mobil Corp COM | $1.8M | 13.5K | 1.2% | ▼−0.7% Reduced · −97 sh | |
| 21 | Home Depot Inc COM | $1.5M | 4.4K | 1.0% | —Held | |
| 22 | Kroger Co COM | $1.5M | 27.2K | 1.0% | ▼−1.7% Reduced · −468 sh | |
| 23 | Davis Fundamental ETF TR SELCT INTL ETF | $1.5M | 52.3K | 0.9% | ▼−1.9% Reduced · −1K sh | |
| 24 | AT&T Inc COM | $1.4M | 65.5K | 0.9% | ▼−1.2% Reduced · −797 sh | |
| 25 | Chubb Limited COM | $1.3M | 3.8K | 0.8% | —Held | |
| 26 | Capital Grp Fixed Incm ETF T SHOR DUR MUN ETF | $1.2M | 45.0K | 0.7% | ▲+36% Added · +12K sh | |
| 27 | Vanguard Specialized Funds DIV APP ETF | $1.2M | 4.9K | 0.7% | ▲+81% Added · +2K sh | |
| 28 | Gilead Sciences Inc COM | $1.1M | 8.8K | 0.7% | ▲~0% Added · +1 sh | |
| 29 | CSX Corp COM | $1.0M | 21.6K | 0.6% | —Held | |
| 30 | McDonalds Corp COM | $1.0M | 3.8K | 0.6% | ▼−5.0% Reduced · −200 sh | |
| 31 | Cisco Sys Inc COM | $988K | 8.4K | 0.6% | ▲~0% Added · +4 sh | |
| 32 | Vanguard Index FDS S&P 500 ETF SHS | $960K | 1.4K | 0.6% | ▲+2.8% Added · +38 sh | |
| 33 | Fedex Corp COM | $920K | 2.9K | 0.6% | ▼−3.3% Reduced · −100 sh | |
| 34 | Medtronic PLC SHS | $905K | 11.6K | 0.6% | ▼−2.5% Reduced · −292 sh | |
| 35 | RBB Fund Trust FIRS EAGL OV ETF | $806K | 15.1K | 0.5% | ▲+53% Added · +5K sh | |
| 36 | Novo-Nordisk A S ADR | $765K | 15.9K | 0.5% | —Held | |
| 37 | Boeing Co COM | $762K | 3.5K | 0.5% | —Held | |
| 38 | Columbia ETF TR I MULTI SEC MUNI | $756K | 36.3K | 0.5% | —Held | |
| 39 | Constellation Energy Corp COM | $738K | 3.0K | 0.5% | ▼−2.2% Reduced · −66 sh | |
| 40 | Lowes Cos Inc COM | $708K | 3.2K | 0.4% | —Held | |
| 41 | Alphabet Inc CAP STK CL C | $683K | 1.9K | 0.4% | —Held | |
| 42 | Eli Lilly & Co COM | $626K | 522 | 0.4% | —Held | |
| 43 | Exelon Corp COM | $592K | 12.7K | 0.4% | ▼−6.6% Reduced · −900 sh | |
| 44 | Wells Fargo & Co COM | $589K | 7.1K | 0.4% | ▼−2.7% Reduced · −200 sh | |
| 45 | Qualcomm Inc COM | $556K | 3.0K | 0.3% | ▲~0% Added · +1 sh | |
| 46 | Ea Series Trust FREEDOM 100 EM | $553K | 7.6K | 0.3% | ▲+29% Added · +2K sh | |
| 47 | J P Morgan Exchange Traded F JPMORGAM LTD DUR | $548K | 10.5K | 0.3% | ▲New New position | |
| 48 | Amazon Com Inc COM | $524K | 2.2K | 0.3% | —Held | |
| 49 | Guinness Atkinson FDS DIVID BLDR ETF | $492K | 15.0K | 0.3% | —Held | |
| 50 | Amgen Inc COM | $487K | 1.3K | 0.3% | ▲+0.2% Added · +3 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1913467/holdings"
Use Arkolith to show Lakeside Advisors, INC.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 31, 2026 | 65 | $158.8M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 1, 2026 | 65 | $149.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 27, 2026 | 62 | $156.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 27, 2025 | 63 | $158.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 23, 2025 | 62 | $155.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 30, 2025 | 63 | $151.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 3, 2025 | 63 | $151.1M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 29, 2024 | 64 | $159.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.