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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
Page 3 of 4  ·  65 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GOOG ALPHABET INC 1,934.0 $683K 0.43% $353.33
42 LLY ELI LILLY & CO Healthcare 522.0 $626K 0.39% $1199.43 -2.2%
43 EXC EXELON CORP Utilities 12,708.0 $592K 0.37% -900.0 -6.6% $46.62 -5.8%
44 WFC WELLS FARGO & CO Financial Services 7,125.0 $589K 0.37% -200.0 -2.7% $82.64 +4.9%
45 QCOM QUALCOMM INC Technology 3,008.0 $556K 0.35% $184.82 -11.2%
46 FRDM EA SERIES TRUST 7,579.0 $553K 0.35% +2K +28.9% $72.90 -5.9%
47 JPLD J P MORGAN EXCHANGE TRADED F 10,500.0 $548K 0.34% NEW $52.19 -0.4%
48 AMZN AMAZON COM INC Consumer Cyclical 2,200.0 $524K 0.33% $238.34 +11.8%
49 DIVS GUINNESS ATKINSON FDS 15,000.0 $492K 0.31% $32.78 +6.0%
50 AMGN AMGEN INC Healthcare 1,346.0 $487K 0.31% $362.03 +19.4%
51 FPAG INVESTMENT MANAGERS SER TR I 10,600.0 $426K 0.27% $40.14 +6.8%
52 JPM JPMORGAN CHASE & CO Financial Services 1,267.0 $415K 0.26% $327.30 +9.3%
53 VOOV VANGUARD ADMIRAL FDS INC 1,614.0 $354K 0.22% $219.21 +4.6%
54 CVX CHEVRON CORPORATION Energy 2,004.0 $332K 0.21% $165.78 +21.8%
55 MDLZ MONDELEZ INTL INC Consumer Defensive 5,678.0 $328K 0.21% $57.84 +7.8%
56 TSLA TESLA INC Consumer Cyclical 770.0 $324K 0.20% $420.60 -17.1%
57 KNO EXCHANGE LISTED FDS TR 4,550.0 $294K 0.18% $64.67 +0.3%
58 BMY BRISTOL-MYERS SQUIBB CO Healthcare 4,809.0 $277K 0.17% +252.0 +5.5% $57.63 +15.5%
59 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 4,310.0 $276K 0.17% $64.01 +12.1%
60 WAFD WAFD INC Financial Services 6,818.0 $262K 0.17% -691.0 -9.2% $38.37 -5.9%
Page 3 of 4  ·  65 positions

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%