BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 4 of 4  ·  65 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 XLE SELECT SECTOR SPDR TR 4,700.0 $250K 0.16% NEW $53.11 +18.0%
62 PFE PFIZER INC Healthcare 10,293.0 $248K 0.16% +203.0 +2.0% $24.08 +16.1%
63 FEDEX FGHT HLDG CO INC 1,467.0 $222K 0.14% NEW $151.00
64 MAR MARRIOTT INTL INC NEW Consumer Cyclical 550.0 $204K 0.13% NEW $370.89 -5.3%
65 MVIS MICROVISION INC DEL Technology 102,638.0 $34K 0.02% $0.33 +462.7%
Page 4 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%