Lakeside-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MMM",
  "ABBV",
  "T",
  null,
  "CAT",
  "LOW",
  null,
  "EXPD",
  "GILD",
  "HD",
  "MCD",
  "QCOM",
  "MVIS",
  null,
  "MA",
  "MDT",
  "MSFT",
  "MDLZ",
  "EXC",
  "GE",
  "PCAR",
  null,
  null,
  "KR",
  "AAPL",
  "NVDA",
  "GEHC",
  "PFE",
  "PG",
  "VZ",
  "AMGN",
  "IBM",
  "SBUX",
  null,
  "VIG",
  "WM",
  null,
  "NVO",
  "AMZN",
  "USB",
  "VOO",
  "WAFD",
  "WFC",
  "SOLV",
  "GEV",
  "NUE",
  "FDX",
  "BRK-B",
  "BA",
  "BMY",
  "CVX",
  "CB",
  "CSCO",
  "CEG",
  "COST",
  "CSX",
  "NKE",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-30
Total Holdings: 63
Total Value: 150981848
Accession Number: 0001398344-25-008109
Form Type: 13F-HR
CIK: lakeside-advisors
Manager Name: Lakeside-Advisors

Data Enrichment

89% identified

56 identified7 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

63 positions • $151.0M total value

SEC FilingSEC DataHachi Filing

Manager:

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NIKE, Inc.

NKE|654106103

Shares:3.5K

Value:$219.0K

% of Portfolio:0.1% ($219.0K/$151.0M)

402031843

Shares:13.9K

Value:$213.8K

% of Portfolio:0.1% ($213.8K/$151.0M)

MICROVISION, INC.

MVIS|594960304

Shares:61.6K

Value:$76.4K

% of Portfolio:0.1% ($76.4K/$151.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
NIKE, Inc.(NKEcusip654106103)	3.5K	QoQ -10.38% (-400) YoY -10.38% (-400)	All Managers (Combined)	$219.0K	0.1% ($219.0K/$151.0M)	QoQ -24.82% (-$72.3K) YoY -39.47% (-$142.8K)
(cusip402031843)✕	13.9K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$213.8K	0.1% ($213.8K/$151.0M)	QoQ +0.47% (+$1.0K) YoY +9.79% (+$19.1K)
MICROVISION, INC.(MVIScusip594960304)	61.6K	QoQ 0.00% (-0) YoY +29.38% (-14.0K)	All Managers (Combined)	$76.4K	0.1% ($76.4K/$151.0M)	QoQ -5.34% (-$4.3K) YoY -12.80% (-$11.2K)