Long-term investor
Lakeside Advisors, Inc. @lakesideadvisorsinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001913467).
Record
- Tracked since 2025-06-30 (446 days), 39 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +5.3% · all +5.3%
- Max drawdown n/a · win rate 50% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- MSFT · 19.6% · long · since 2025-06-30
- BRK-B · 8.9% · long · since 2025-06-30
- COST · 7.6% · long · since 2025-06-30
- NUE · 6.4% · long · since 2025-06-30
- 922908769 · 4.1% · long · since 2025-06-30
- PG · 3.5% · long · since 2025-06-30
- JNJ · 3.5% · long · since 2025-06-30
- USB · 3.4% · long · since 2025-06-30
- 302130109 · 3.1% · long · since 2025-06-30
- 369604301 · 2.6% · long · since 2025-06-30
- PCAR · 2.6% · long · since 2025-06-30
- WM · 2.5% · long · since 2025-06-30