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| Lakeside Advisors Inc
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|---|---|
| CRD # | 104540 |
| SEC # | 801-21230 |
| CIK # | 0001913467 |
| AUM | 412.2 M (2026-04-14) |
| 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 ($M) |
|---|
| CIK | Period |
|---|---|
| 0001913467 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 31.3 | ||
| Costco Wholesale Corp /NEW | 12.9 | ||
| Nucor Corp | 7.9 | ||
| Procter & Gamble Co | 5.4 | ||
| Johnson & Johnson | 5.3 | ||
| US Bancorp de | 4.7 | ||
| Expeditors International of Washington Inc | 4.4 | ||
| Waste Management Inc | 4.2 | ||
| Paccar Inc | 3.9 | ||
| AbbVie Inc | 3.4 | ||
| 3M Co | 3.2 | ||
| General Electric Co | 3.2 | ||
| Nvidia Corp | 2.0 | ||
| Apple Inc | 2.0 | ||
| Kroger Co | 2.0 | ||
| AT&T Inc | 1.9 | ||
| Starbucks Corp | 1.9 | ||
| GE Vernova Inc | 1.8 | ||
| Home Depot Inc | 1.4 | ||
| Caterpillar Inc | 1.3 | ||
| McDonalds Corp | 1.2 | ||
| Gilead Sciences Inc | 1.2 | ||
| Ace Ltd | 1.2 | ||
| Fedex Corp | 1.1 | ||
| Medtronic Holdings Ltd | 1.0 | ||
| CSX Corp | 0.9 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 112 | 71.9 |
| (b) Individuals (high net worth individuals) | 95 | 324.2 |
| (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 | 12.7 |
| (h) Charitable organizations | 3 | 3.3 |
| (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 | 1 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 517 | 412.2 |
| By Discretionary | ||
| Discretionary | 516 | 401.2 |
| Non-Discretionary | 1 | 11.1 |
| Total | 517 | 412.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.5 | |
| United States Persons | 407.8 | |
| Total | 517 | 412.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001913467] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Northbridge Financial Group LLC
✚
|
FL | 413.1 M |
|
Altamont Capital Management LLC
✚
|
NC | 412.3 M |
|
Kerberos Capital Management LLC
✚
|
IL | 412.2 M |
|
Bay Harbor Wealth Management LLC
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|
MD | 412.0 M |
|
Petix & Botte Company
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CA | 411.9 M |
|
Foundation Wealth Management LLC
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|
PA | 411.9 M |
|
Curbstone Financial Management Corporation
✚
|
NH | 411.7 M |
|
Hall Capital Management Company Inc
✚
|
RI | 411.6 M |
|
MB Levis & Associates LLC
✚
|
PA | 411.6 M |
|
BDFS Capital LLC
✚
|
DE | 411.3 M |