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Home > Institutional Investor > Lakeside Advisors, Inc. > Profile

Instuitional Investor - Lakeside Advisors, Inc.

Fund Profile
Filing Period:
Fund Name: Lakeside Advisors, Inc.
Portfolio Value $144,002,292
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 105,003 $39,485,370 27.41%
2.
Costco Wholesale Corp W
 COST 17,610 $11,624,055 8.07%
3.
Berkshire Hathaway Inc
 BRK.A 31,165 $11,115,309 7.71%
4.
Nucor Corp
 NUE 41,103 $7,153,561 4.96%
5.
Procter & Gamble Co
 PG 40,641 $5,955,496 4.13%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)