Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2021 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
MICROSOFT CORP | 8 | Q3 2023 | 29.3% |
COSTCO WHSL CORP NEW | 8 | Q3 2023 | 8.5% |
BERKSHIRE HATHAWAY INC DEL | 8 | Q3 2023 | 8.5% |
PROCTER AND GAMBLE CO | 8 | Q3 2023 | 5.3% |
NUCOR CORP | 8 | Q3 2023 | 5.1% |
US BANCORP DEL | 8 | Q3 2023 | 4.7% |
JOHNSON & JOHNSON | 8 | Q3 2023 | 3.9% |
3M CO | 8 | Q3 2023 | 3.9% |
EXPEDITORS INTL WASH INC | 8 | Q3 2023 | 3.3% |
WASTE MGMT INC DEL | 8 | Q3 2023 | 3.3% |
View Lakeside Advisors, INC.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-29 |
13F-HR | 2024-01-30 |
13F-HR | 2023-10-20 |
13F-HR | 2023-08-03 |
13F-HR | 2023-05-04 |
13F-HR | 2023-02-09 |
13F-HR | 2022-11-10 |
13F-HR | 2022-08-09 |
13F-HR | 2022-05-04 |
13F-HR | 2022-03-08 |
View Lakeside Advisors, INC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.