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| Happy Holidays!! thanks for using AUM13F!! |
| Lakeside Advisors Inc
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| CRD # | 104540 |
| SEC # | 801-21230 |
| CIK # | 0001913467 |
| AUM | $385.3 M (2025-04-17) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 206-285-1730 |
| Address | 1115 East Denny Way Seattle, WA 98122-2427 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 43.0 | ||
| Costco Wholesale Corp /NEW | 13.4 | ||
| Nucor Corp | 6.2 | ||
| Procter & Gamble Co | 5.9 | ||
| US Bancorp de | 4.5 | ||
| 3M Co | 4.3 | ||
| Waste Management Inc | 4.3 | ||
| Expeditors International of Washington Inc | 3.7 | ||
| Johnson & Johnson | 3.5 | ||
| Paccar Inc | 3.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 118 | 65.2 |
| (b) Individuals (high net worth individuals) | 99 | 305.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 11.6 |
| (h) Charitable organizations | 3 | 2.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 536 | 385.3 |
| By Discretionary | ||
| Discretionary | 535 | 374.7 |
| Non-Discretionary | 1 | 10.5 |
| Total | 536 | 385.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.0 | |
| United States Persons | 381.3 | |
| Total | 536 | 385.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001913467] |
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