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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 $151,134,255
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 97,002 $40,886,475 27.05%
2.
Berkshire Hathaway Inc
 BRK.A 30,870 $13,992,754 9.25%
3.
Costco Wholesale Corp W
 COST 14,859 $13,614,900 9%
4.
Procter & Gamble Co
 PG 38,348 $6,429,082 4.25%
5.
Vanguard Index Fds
 17,473 $5,063,850 3.35%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)