66 is the total number of securities Lakeside Advisors, INC. has owned. The longest Lakeside Advisors, INC. has owned a single stock is 8 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
MSFT | MICROSOFT CORP | 8 | 8 | 22.83% | 25.94% | 29.27% | Q4 2021 | Q3 2023 | 8 |
COST | COSTCO WHSL CORP NEW | 8 | 8 | 7.06% | 7.75% | 8.49% | Q4 2021 | Q3 2023 | 8 |
BRKB | BERKSHIRE HATHAWAY INC... | 8 | 8 | 6.51% | 7.49% | 8.46% | Q4 2021 | Q3 2023 | 8 |
PG | PROCTER AND GAMBLE CO | 8 | 8 | 4.60% | 4.96% | 5.27% | Q4 2021 | Q3 2023 | 8 |
NUE | NUCOR CORP | 8 | 8 | 3.76% | 4.56% | 5.09% | Q4 2021 | Q3 2023 | 8 |
USB | US BANCORP DEL | 8 | 8 | 2.71% | 3.79% | 4.73% | Q4 2021 | Q3 2023 | 8 |
JNJ | JOHNSON & JOHNSON | 8 | 8 | 2.99% | 3.35% | 3.87% | Q4 2021 | Q3 2023 | 8 |
MMM | 3M CO | 8 | 8 | 2.54% | 3.16% | 3.90% | Q4 2021 | Q3 2023 | 8 |
EXPD | EXPEDITORS INTL WASH INC | 8 | 8 | 2.88% | 3.10% | 3.31% | Q4 2021 | Q3 2023 | 8 |
WM | WASTE MGMT INC DEL | 8 | 8 | 2.52% | 2.84% | 3.26% | Q4 2021 | Q3 2023 | 8 |
SBUX | STARBUCKS CORP | 8 | 8 | 1.92% | 2.44% | 3.11% | Q4 2021 | Q3 2023 | 8 |
ABBV | ABBVIE INC | 8 | 8 | 1.85% | 2.24% | 2.52% | Q4 2021 | Q3 2023 | 8 |
T | AT&T INC | 8 | 8 | 1.39% | 1.78% | 2.11% | Q4 2021 | Q3 2023 | 8 |
AAPL | APPLE INC | 8 | 8 | 1.24% | 1.51% | 1.69% | Q4 2021 | Q3 2023 | 8 |
KR | KROGER CO | 8 | 8 | 1.16% | 1.33% | 1.53% | Q4 2021 | Q3 2023 | 8 |
XOM | EXXON MOBIL CORP | 8 | 8 | 0.80% | 1.24% | 1.47% | Q4 2021 | Q3 2023 | 8 |
HD | HOME DEPOT INC | 8 | 8 | 1.10% | 1.19% | 1.49% | Q4 2021 | Q3 2023 | 8 |
PCAR | PACCAR INC | 8 | 8 | 0.92% | 1.18% | 1.46% | Q4 2021 | Q3 2023 | 8 |
GENERAL ELECTRIC CO | 8 | 8 | 0.94% | 1.12% | 1.23% | Q4 2021 | Q3 2023 | 8 | |
MCD | MCDONALDS CORP | 8 | 8 | 0.92% | 1.00% | 1.06% | Q4 2021 | Q3 2023 | 8 |
DINT | DAVIS FUNDAMENTAL ETF TR | 8 | 8 | 0.94% | 1.00% | 1.09% | Q4 2021 | Q3 2023 | 8 |
INTC | INTEL CORP | 8 | 8 | 0.64% | 0.86% | 1.15% | Q4 2021 | Q3 2023 | 8 |
NVO | NOVO-NORDISK A S | 8 | 8 | 0.15% | 0.83% | 1.46% | Q4 2021 | Q3 2023 | 8 |
MUST | COLUMBIA ETF TR I | 8 | 8 | 0.61% | 0.73% | 0.79% | Q4 2021 | Q3 2023 | 8 |
GILD | GILEAD SCIENCES INC | 8 | 8 | 0.59% | 0.72% | 0.90% | Q4 2021 | Q3 2023 | 8 |
CB | CHUBB LIMITED | 8 | 8 | 0.64% | 0.71% | 0.82% | Q4 2021 | Q3 2023 | 8 |
LOW | LOWES COS INC | 8 | 8 | 0.64% | 0.70% | 0.82% | Q4 2021 | Q3 2023 | 8 |
VOO | VANGUARD INDEX FDS | 8 | 8 | 0.37% | 0.67% | 1.51% | Q4 2021 | Q3 2023 | 8 |
EXC | EXELON CORP | 8 | 8 | 0.50% | 0.62% | 0.78% | Q4 2021 | Q3 2023 | 8 |
BA | BOEING CO | 8 | 8 | 0.44% | 0.57% | 0.66% | Q4 2021 | Q3 2023 | 8 |
CSX | CSX CORP | 8 | 8 | 0.50% | 0.54% | 0.61% | Q4 2021 | Q3 2023 | 8 |
NVDA | NVIDIA CORPORATION | 8 | 8 | 0.27% | 0.49% | 0.77% | Q4 2021 | Q3 2023 | 8 |
WFC | WELLS FARGO CO NEW | 8 | 8 | 0.27% | 0.39% | 0.47% | Q4 2021 | Q3 2023 | 8 |
MDLZ | MONDELEZ INTL INC | 8 | 8 | 0.34% | 0.38% | 0.42% | Q4 2021 | Q3 2023 | 8 |
NKE | NIKE INC | 8 | 8 | 0.28% | 0.35% | 0.48% | Q4 2021 | Q3 2023 | 8 |
CSCO | CISCO SYS INC | 8 | 8 | 0.25% | 0.31% | 0.43% | Q4 2021 | Q3 2023 | 8 |
CAT | CATERPILLAR INC | 8 | 8 | 0.24% | 0.30% | 0.37% | Q4 2021 | Q3 2023 | 8 |
DIVS | GUINNESS ATKINSON FDS | 8 | 8 | 0.28% | 0.29% | 0.30% | Q4 2021 | Q3 2023 | 8 |
CVX | CHEVRON CORP NEW | 8 | 8 | 0.19% | 0.27% | 0.32% | Q4 2021 | Q3 2023 | 8 |
QCOM | QUALCOMM INC | 8 | 8 | 0.20% | 0.26% | 0.33% | Q4 2021 | Q3 2023 | 8 |
IBM | INTERNATIONAL BUSINESS... | 8 | 8 | 0.23% | 0.26% | 0.28% | Q4 2021 | Q3 2023 | 8 |
MA | MASTERCARD INCORPORATED | 8 | 8 | 0.23% | 0.25% | 0.26% | Q4 2021 | Q3 2023 | 8 |
SULR | GUINNESS ATKINSON FDS | 8 | 8 | 0.21% | 0.24% | 0.26% | Q4 2021 | Q3 2023 | 8 |
VIG | VANGUARD SPECIALIZED F... | 8 | 8 | 0.20% | 0.21% | 0.22% | Q4 2021 | Q3 2023 | 8 |
PFE | PFIZER INC | 8 | 8 | 0.15% | 0.20% | 0.25% | Q4 2021 | Q3 2023 | 8 |
AMGN | AMGEN INC | 8 | 8 | 0.17% | 0.20% | 0.23% | Q4 2021 | Q3 2023 | 8 |
WAFD | WASHINGTON FED INC | 8 | 8 | 0.16% | 0.20% | 0.23% | Q4 2021 | Q3 2023 | 8 |
ADIV | GUINNESS ATKINSON FDS | 8 | 8 | 0.14% | 0.15% | 0.17% | Q4 2021 | Q3 2023 | 8 |
MVIS | MICROVISION INC DEL | 8 | 8 | 0.06% | 0.12% | 0.16% | Q4 2021 | Q3 2023 | 8 |
FAX | ABRDN ASIA PACIFIC INC... | 8 | 8 | 0.05% | 0.07% | 0.09% | Q4 2021 | Q3 2023 | 8 |
FDX | FEDEX CORP | 7 | 7 | 0.48% | 0.61% | 0.72% | Q1 2022 | Q3 2023 | 7 |
CONSTELLATION ENERGY CORP | 7 | 7 | 0.26% | 0.37% | 0.44% | Q1 2022 | Q3 2023 | 7 | |
KLDW | INVESTMENT MANAGERS SE... | 4 | 3 | 0.17% | 0.19% | 0.26% | Q4 2021 | Q3 2023 | 7 |
VTI | VANGUARD INDEX FDS | 6 | 6 | 3.12% | 3.19% | 3.25% | Q2 2022 | Q3 2023 | 6 |
MDT | MEDTRONIC PLC | 6 | 6 | 0.63% | 1.06% | 1.31% | Q2 2022 | Q3 2023 | 6 |
CTIC | CTI BIOPHARMA CORP | 6 | 6 | 0.18% | 0.38% | 0.50% | Q4 2021 | Q1 2023 | 6 |
JPM | JPMORGAN CHASE & CO | 4 | 2 | 0.17% | 0.18% | 0.20% | Q4 2021 | Q3 2023 | 6 |
AMZN | AMAZON COM INC | 2 | 1 | 0.16% | 0.17% | 0.18% | Q4 2021 | Q3 2023 | 4 |
NORTHERN LTS FD TR III | 3 | 1 | 0.16% | 0.16% | 0.17% | Q1 2022 | Q3 2023 | 4 | |
GE HEALTHCARE TECHNOLO... | 3 | 3 | 0.24% | 0.28% | 0.33% | Q1 2023 | Q3 2023 | 3 | |
NZF | NUVEEN MUNICIPAL CREDI... | 3 | 3 | 0.11% | 0.11% | 0.12% | Q2 2022 | Q4 2022 | 3 |
LLY | LILLY ELI & CO | 2 | 2 | 0.25% | 0.28% | 0.30% | Q2 2023 | Q3 2023 | 2 |
GOOG | ALPHABET INC | 2 | 2 | 0.18% | 0.20% | 0.23% | Q2 2023 | Q3 2023 | 2 |
CMCSA | COMCAST CORP NEW | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q3 2023 | 2 |
WARNER BROS DISCOVERY INC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2022 | Q2 2022 | 1 | |
DOCU | DOCUSIGN INC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2022 | Q1 2022 | 1 |
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The securities at the top of the list , including MICROSOFT CORP, COSTCO WHSL CORP NEW, and BERKSHIRE HATHAWAY INC DEL, are the highest-conviction holdings of Lakeside Advisors, INC..
The conviction is calculated by counting the number of quarters a security has been reported by Lakeside Advisors, INC.. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Lakeside Advisors, INC. owns currently or has owned in the past.