Lakeside Advisors
Lakeside Advisors reported 66 stocks worth $171M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are MSFT (24.8%), BRK.B (8.2%) and COST (6.8%). Compared with Q2 2026, the fund opened new positions in XOM, COPY and BKGI, added to PG, PCAR and GE, trimmed MSFT, BRK.B and COST and sold out of XOM, WAFD and FDXF.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  MSFT Microsoft Corp | $42.4M | 24.8% | 83K | −921 (−1%) | 8 of 8 | |
| 2 |  BRK.B Berkshire Hathaway Inc Del | $14M | 8.2% | 28K | −250 (−1%) | 8 of 8 | |
| 3 |  COST Costco Whsl Corp New | $11.6M | 6.8% | 13K | −157 (−1%) | 8 of 8 | |
| 4 |  NUE Nucor Corp | $10.5M | 6.1% | 45K | −476 (−1%) | 8 of 8 | |
| 5 |  VTI Vanguard Total Stock Market ETF | $6.5M | 3.8% | 17K | No change | 8 of 8 | |
| 6 |  JNJ Johnson & Johnson | $5.7M | 3.3% | 21K | −239 (−1%) | 8 of 8 | |
| 7 |  PG Procter & Gamble Co | $5.6M | 3.3% | 39K | +905 (+2%) | 8 of 8 | |
| 8 |  EXPD Expeditors Intl Wash Inc | $5.5M | 3.2% | 30K | −390 (−1%) | 8 of 8 | |
| 9 |  USB US Bancorp Del | $5.1M | 3.0% | 88K | −1,326 (−1%) | 8 of 8 | |
| 10 |  ABBV Abbvie Inc | $4M | 2.3% | 15K | −100 (−1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 20, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Lakeside Advisors 13F FAQ
What does Lakeside Advisors own?
Lakeside Advisors reported 66 stocks worth $171M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are MSFT (24.8%), BRK.B (8.2%) and COST (6.8%). The table above lists every position in the filing (the top 10 without an account).
What did Lakeside Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 6 new positions, 17 added to, 28 trimmed and 5 sold out. New positions include XOM, COPY and BKGI. It sold all of XOM, WAFD and FDXF.
When will Lakeside Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Lakeside Advisors's portfolio worth?
The Q3 2026 filing reports $171M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.