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Portfolio (Quarterly) Guide ↗

Lakeside Advisors, INC.

· CIK 0001913467
13F Portfolio $156M AUM 62 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 62 New
Page 4 of 4  ·  62 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ADIV GUINNESS ATKINSON FDS 12,500.0 $227K 0.14% NEW $18.13 +5.1%
62 MVIS MICROVISION INC DEL Technology 102,638.0 $85K 0.05% NEW $0.83 -24.8%
Page 4 of 4  ·  62 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 35.8%
Industrials 17.5%
Consumer Defensive 14.4%
Healthcare 10.3%
Financial Services 5.8%
Basic Materials 5.8%
Consumer Cyclical 4.7%
Utilities 2.4%
Communication Services 1.8%
Energy 1.5%