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Portfolio (Quarterly) Guide ↗

Lakeside Advisors, INC.

· CIK 0001913467
13F Portfolio $159M AUM 65 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 4 New 9 Added 19 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BERKSHIRE HATHAWAY INC DEL 28,340.0 $14.2M 8.93% +155.0 +0.6% $500.39
2 PCAR PACCAR INC Industrials 34,197.0 $4.1M 2.59% +247.0 +0.7% $120.12 +4.3%
3 CGSM CAPITAL GRP FIXED INCM ETF T 45,000.0 $1.2M 0.75% +12K +36.4% $26.39 -0.3%
4 VIG VANGUARD SPECIALIZED FUNDS 4,863.0 $1.2M 0.72% +2K +80.9% $236.62 +2.7%
5 VOO VANGUARD INDEX FDS 1,398.0 $960K 0.60% +38.0 +2.8% $686.81 +3.0%
6 FEOE RBB FUND TRUST 15,100.0 $806K 0.51% +5K +52.5% $53.40 +5.4%
7 FRDM EA SERIES TRUST 7,579.0 $553K 0.35% +2K +28.9% $72.90 -5.9%
8 BMY BRISTOL-MYERS SQUIBB CO Healthcare 4,809.0 $277K 0.17% +252.0 +5.5% $57.63 +15.5%
9 PFE PFIZER INC Healthcare 10,293.0 $248K 0.16% +203.0 +2.0% $24.08 +16.1%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.2%
Industrials 19.8%
Consumer Defensive 15.2%
Healthcare 11.0%
Basic Materials 7.9%
Financial Services 6.2%
Consumer Cyclical 5.1%
Utilities 2.9%
Energy 1.7%
Communication Services 1.1%