13F Filings History of Lakeside Advisors, INC.

Latest 13F report
Q4 2025 - 27 Jan 2026
Value $
$156,371,347
Signature - Title
Robert E. Frey Jr. - President
Location
Seattle, WA
Summary
This page shows a list of all the recent 13F filings made by Lakeside Advisors, INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Lakeside Advisors, INC. reported 62 stock holdings with total value $156,371,347 as of Q4 2025. Top holdings included MSFT, BRKB, COST, NUE, and VTI.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 62 $156,371,347 +$1,481,871 -$3,510,862 -$2,028,991 MSFT, BRKB, COST, NUE, VTI 13F-HR 27 Jan 2026, 13:46
Q3 2025 63 $158,062,580 +$567,306 -$3,869,026 -$3,301,720 MSFT, BRKB, COST, NUE, VTI 13F-HR 27 Oct 2025, 15:28
Q2 2025 62 $155,154,027 +$198,933 -$9,562,844 -$9,363,911 MSFT, BRKB, COST, NUE, PG 13F-HR 23 Jul 2025, 17:17
Q1 2025 63 $150,981,848 +$1,517,011 -$2,437,593 -$920,582 MSFT, BRKB, COST, PG, NUE 13F-HR 30 Apr 2025, 11:50
Q4 2024 63 $151,134,255 +$1,707,148 -$4,827,662 -$3,120,514 MSFT, BRKB, COST, PG, VTI 13F-HR 03 Feb 2025, 11:49
Q3 2024 64 $159,091,957 +$638,361 -$2,459,887 -$1,821,526 MSFT, BRKB, COST, PG, NUE 13F-HR 28 Oct 2024, 18:16
Q2 2024 64 $153,982,059 +$8,550,979 -$9,733,839 -$1,182,860 MSFT, COST, BRKB, PG, NUE 13F-HR 29 Jul 2024, 20:28
Q1 2024 63 $156,277,532 +$5,869,260 -$8,378,483 -$2,509,223 MSFT, BRKB, COST, NUE, PG 13F-HR 29 Apr 2024, 12:28
Q4 2023 62 $144,002,292 +$302,960 -$2,466,645 -$2,163,685 MSFT, COST, BRKB, NUE, PG 13F-HR 30 Jan 2024, 16:36
Q3 2023 62 $130,217,644 +$1,549,476 -$1,579,707 -$30,231 MSFT, BRKB, COST, NUE, PG 13F-HR 19 Oct 2023, 20:47
Q2 2023 60 $135,710,281 +$866,667 -$4,536,889 -$3,670,222 MSFT, BRKB, COST, NUE, PG 13F-HR 02 Aug 2023, 17:42
Q1 2023 60 $129,505,887 +$2,269,809 -$2,035,501 +$234,308 MSFT, BRKB, COST, NUE, PG 13F-HR 04 May 2023, 15:59
Q4 2022 58 $121,980,009 +$520,240 -$1,320,545 -$800,305 MSFT, BRKB, COST, PG, NUE 13F-HR 08 Feb 2023, 20:21
Q3 2022 56 $111,750,000 +$3,041,500 -$833,062 +$2,208,438 MSFT, COST, BRKB, PG, NUE 13F-HR 10 Nov 2022, 12:52
Q2 2022 58 $117,642,000 +$6,551,695 -$2,480,697 +$4,070,998 MSFT, COST, BRKB, PG, USB 13F-HR 09 Aug 2022, 14:29
Q1 2022 58 $132,492,000 +$2,436,406 -$1,544,585 +$891,821 MSFT, COST, BRKB, PG, NUE 13F-HR 03 May 2022, 17:38
Q4 2021 55 $135,613,000 $0 $0 $0 MSFT, COST, BRKB, PG, USB 13F-HR 08 Mar 2022, 13:50