Portfolio (Quarterly) Guide ↗

Lakeside Advisors, INC.

· CIK 0001913467

13F Portfolio $150M AUM 65 positions Filed May 1, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 4 New 10 Added 21 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	ADIV	GUINNESS ATKINSON FDS	—	12,500	$227K	0.14%	SOLD

Sector Allocation

Technology 29.6%

Industrials 18.5%

Consumer Defensive 16.8%

Healthcare 11.1%

Basic Materials 6.4%

Financial Services 5.7%

Consumer Cyclical 4.9%

Utilities 2.7%

Communication Services 2.2%

Energy 2.2%