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Lakeside Advisors, INC.

报告期 2026-03-31 · CIK 0001913467

持仓数

65

前50大市值合计

$145.7M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

MSFT MICROSOFT CORP

COM

$31.3M

84,637

21.5%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$13.5M

28,185

9.3%

COST COSTCO WHOLESALE CORPORATION

COM

$12.9M

12,990

8.9%

NUE NUCOR CORP

COM

$7.9M

46,545

5.4%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$5.6M

17,473

3.8%

PG PROCTER & GAMBLE CO

COM

$5.4M

37,576

3.7%

JNJ JOHNSON & JOHNSON

COM

$5.3M

21,651

3.6%

USB US BANCORP

COM NEW

$4.7M

89,900

3.2%

EXPD EXPEDITORS INTL WASH INC

COM

$4.4M

30,763

3.0%

WM WASTE MGMT INC DEL

COM

$4.2M

18,335

2.9%

PCAR PACCAR INC

COM

$3.9M

33,950

2.7%

ABBV ABBVIE INC

COM

$3.4M

15,676

2.3%

MMM 3M CO

COM

$3.2M

22,142

2.2%

GE GE AEROSPACE

COM NEW

$3.2M

11,190

2.2%

— EXXON MOBIL CORP

COM

$2.3M

13,577

1.6%

NVDA NVIDIA CORPORATION

COM

$2.0M

11,690

1.4%

AAPL APPLE INC

COM

$2.0M

7,944

1.4%

KR KROGER CO

COM

$2.0M

27,659

1.4%

T AT&T INC

COM

$1.9M

66,316

1.3%

SBUX STARBUCKS CORP

COM

$1.9M

21,055

1.3%

GEV GE VERNOVA INC

COM

$1.8M

2,025

1.2%

HD HOME DEPOT INC

COM

$1.4M

4,375

1.0%

DINT DAVIS FUNDAMENTAL ETF TR

SELCT INTL ETF

$1.4M

53,250

1.0%

CAT CATERPILLAR INC

COM

$1.3M

1,803

0.9%

MCD MCDONALDS CORP

COM

$1.2M

3,988

0.9%

GILD GILEAD SCIENCES INC

COM

$1.2M

8,839

0.8%

— CHUBB LTD SWITZ

COM

$1.2M

3,768

0.8%

FDX FEDEX CORP

COM

$1.1M

3,039

0.7%

— MEDTRONIC PLC

SHS

$1.0M

11,860

0.7%

CSX CSX CORP

COM

$886.7K

21,600

0.6%

CGSM CAPITAL GRP FIXED INCM ETF T

SHORT DURATION M

$867.2K

33,000

0.6%

CEG CONSTELLATION ENERGY CORP

COM

$847.8K

3,036

0.6%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$812.7K

1,360

0.6%

LOW LOWES COS INC

COM

$758.9K

3,212

0.5%

MUST COLUMBIA ETF TR I

MULTI SEC MUNI

$745.3K

36,340

0.5%

BA BOEING CO

COM

$700.6K

3,520

0.5%

EXC EXELON CORP

COM

$667.1K

13,608

0.5%

CSCO CISCO SYS INC

COM

$652.5K

8,409

0.4%

NVO NOVO-NORDISK A S

ADR

$586.2K

15,950

0.4%

WFC WELLS FARGO & CO

COM

$583.1K

7,325

0.4%

VIG VANGUARD SPECIALIZED FUNDS

DIV APP ETF

$578.1K

2,688

0.4%

GOOG ALPHABET INC

CAP STK CL C

$554.8K

1,934

0.4%

FEOE RBB FUND TRUST

FIRST EAGLE OVER

$499.6K

9,900

0.3%

LLY ELI LILLY & CO

COM

$480.1K

522

0.3%

AMGN AMGEN INC

COM

$472.5K

1,343

0.3%

AMZN AMAZON COM INC

COM

$458.2K

2,200

0.3%

DIVS GUINNESS ATKINSON FDS

DIVIDEND BUILDER

$455.3K

15,000

0.3%

CVX CHEVRON CORPORATION

COM

$414.5K

2,003

0.3%

QCOM QUALCOMM INC

COM

$387.2K

3,007

0.3%

FPAG INVESTMENT MANAGERS SER TR I

FPA GBL EQTY ETF

$384.6K

10,600

0.3%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

53%前 6 大占比

MSFT21.5%BRK/B9.3%COST8.9%NUE5.4%VTI3.8%PG3.7%

Lakeside Advisors, INC. 13F 持仓明细(2026-03-31) · 小隐寺数据中心