Lakeside Advisors, INC. 13F 持仓 · 2026年Q2
Lakeside Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 65 只证券，申报市值合计 1.59 亿美元。前几大持仓：MSFT（19.64%）、BRKB（8.93%）、COST（7.58%）。本季前 25 大持仓中：增持 4 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $31.2M | 19.64% | 83,634 | 减持 |
| 2 | BRKB | BERKSHIRE HATHAWAY INC DEL | $14.2M | 8.93% | 28,340 | 增持 |
| 3 | COST | COSTCO WHOLESALE CORPORATION | $12.0M | 7.58% | 12,875 | 减持 |
| 4 | NUE | NUCOR CORP | $10.1M | 6.36% | 45,350 | 减持 |
| 5 | VTI | VANGUARD INDEX FDS | $6.5M | 4.07% | 17,473 | 持平 |
| 6 | PG | PROCTER & GAMBLE CO | $5.5M | 3.48% | 37,682 | 增持 |
| 7 | JNJ | JOHNSON & JOHNSON | $5.5M | 3.46% | 21,640 | 减持 |
| 8 | USB | US BANCORP | $5.4M | 3.38% | 89,008 | 减持 |
| 9 | EXPD | EXPEDITORS INTL WASH INC | $5.0M | 3.12% | 30,422 | 减持 |
| 10 | GE | GE AEROSPACE | $4.2M | 2.63% | 11,190 | 持平 |
| 11 | PCAR | PACCAR INC | $4.1M | 2.59% | 34,197 | 增持 |
| 12 | WM | WASTE MGMT INC DEL | $4.0M | 2.52% | 17,986 | 减持 |
| 13 | ABBV | ABBVIE INC | $3.9M | 2.44% | 15,376 | 减持 |
| 14 | MMM | 3M CO | $3.5M | 2.21% | 21,697 | 减持 |
| 15 | GEV | GE VERNOVA INC | $2.4M | 1.50% | 2,025 | 持平 |
| 16 | NVDA | NVIDIA CORPORATION | $2.3M | 1.47% | 11,690 | 持平 |
| 17 | AAPL | APPLE INC | $2.3M | 1.45% | 7,944 | 持平 |
| 18 | SBUX | STARBUCKS CORP | $2.1M | 1.35% | 20,966 | 减持 |
| 19 | CAT | CATERPILLAR INC | $1.9M | 1.21% | 1,804 | 增持 |
| 20 | XOM | EXXON MOBIL CORP | $1.8M | 1.16% | 13,480 | 减持 |
| 21 | HD | HOME DEPOT INC | $1.5M | 0.97% | 4,375 | 持平 |
| 22 | KR | KROGER CO | $1.5M | 0.95% | 27,191 | 减持 |
| 23 | DINT | DAVIS FUNDAMENTAL ETF TR | $1.5M | 0.94% | 52,250 | 减持 |
| 24 | T | AT&T INC | $1.4M | 0.85% | 65,519 | 减持 |
| 25 | CB | CHUBB LIMITED | $1.3M | 0.81% | 3,768 | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR