Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LAKESIDE ADVISORS INC | 04-25-2024 | 03-31-2024 | 63 | 156,277,532 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | COM | 1 | $43,577,934 | 103,579 | 0.03 | 0.03 | -1,424 | -1.36 | 03-31-2024 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 2 | $13,094,993 | 31,140 | 0.01 | 0.01 | -25 | -0.08 | 03-31-2024 |
| COSTCO WHSL CORP NEW | COM | 3 | $11,107,330 | 15,161 | 0.01 | 0.01 | -2,449 | -13.91 | 03-31-2024 |
| NUCOR CORP | COM | 4 | $8,085,891 | 40,858 | 0.01 | 0.00 | -245 | -0.60 | 03-31-2024 |
