Lakeside Advisors, INC.
All 13F Filings
- Location
- Seattle, WA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 156,371
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/27/2026 | 62 | 156,371 | 13F-HR | Lakeside Advisors, INC. |
| Q3 2025 | 10/27/2025 | 63 | 158,063 | 13F-HR | Lakeside Advisors, INC. |
| Q2 2025 | 7/23/2025 | 62 | 155,154 | 13F-HR | Lakeside Advisors, INC. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 153.1 K | 97.9% | 0 | 2.208 K | -2.208 K |
| ETFs | 3.252 K | 2.1% | 520 | 0 | 520 |
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Fund Snapshot
Q4 2025
Latest filed
1/27/2026
Total value ($000)
156,371
Holdings
62
QoQ value change ($000)
-1,692
(-1.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.