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	Status
1	—	ACHIEVE LIFE SCIENCE INC	—	111,101	$327K	0.22%	SOLD
2	SOLV	SOLVENTUM CORP	Healthcare	4,643	$303K	0.20%	SOLD
3	SOLR	GUINNESS ATKINSON FDS	—	8,802	$270K	0.18%	SOLD
4	VZ	VERIZON COMMUNICATIONS INC	Communication Services	4,382	$220K	0.15%	SOLD

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%