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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
Page 4 of 4  ·  65 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SOLR GUINNESS ATKINSON FDS 8,802.0 $270K 0.18% $30.72 +12.8%
62 KNO INVESTMENT MANAGERS SER TR I 4,550.0 $237K 0.16% $52.07 +14.2%
63 WAFD WAFD INC Financial Services 7,509.0 $236K 0.16% -241.0 -3.1% $31.40 +12.2%
64 VZ VERIZON COMMUNICATIONS INC Communication Services 4,382.0 $220K 0.15% NEW $50.20 -3.7%
65 MVIS MICROVISION INC DEL Technology 102,638.0 $66K 0.04% $0.64 -2.8%
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 29.6%
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%