Lisa Snider
Latest statistics and disclosures from West Oak Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFA International Core Equities, Jefferies, NVDA, Broad, ORCL, and represent 21.16% of West Oak Capital's stock portfolio.
- Added to shares of these 10 stocks: DFSTX, Target Corporation, GIS, IPG, CSCO, SYY, JPM, DFA International Core Equities, SCHW, Accenture.
- Started 15 new stock positions in IIPR, New Era Energy & Digital Inc. COM U, SYF, FIG, BKKT, SMCI, COLB, ETHA, VTIAX, MP. FICO, NPWR, ETHU, Hive Blockchain Technologies Ord, PSKY.
- Reduced shares in these 10 stocks: JPST, JNJ, NVDA, Jefferies, SCHX, Broad, AAPL, SCHD, COST, KLAC.
- Sold out of its positions in ACMR, PPLT, AEM, ACI, ARES, ARCC, BMRN, CTRA, CINF, CIFR.
- West Oak Capital was a net seller of stock by $-232k.
- West Oak Capital has $2.5M in assets under management (AUM), dropping by -0.58%.
- Central Index Key (CIK): 0001387399
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Portfolio Holdings for West Oak Capital
West Oak Capital holds 279 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| DFA International Core Equities | 5.0 | $126k | 347k | 0.36 |
|
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| Jefferies | 4.7 | $120k | -11% | 183k | 0.65 |
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| NVIDIA Corporation (NVDA) | 4.4 | $111k | -14% | 60k | 1.87 |
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| Broad | 4.2 | $107k | -7% | 33k | 3.30 |
|
| Oracle Corporation (ORCL) | 2.8 | $70k | -4% | 25k | 2.81 |
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| Apple (AAPL) | 2.6 | $67k | -8% | 26k | 2.55 |
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| Microsoft Corporation (MSFT) | 2.6 | $65k | -2% | 13k | 5.18 |
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| JPMorgan Chase & Co. (JPM) | 2.5 | $64k | +3% | 20k | 3.15 |
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| Dfa Us Small Cap Port Fd fund (DFSTX) | 2.5 | $64k | +9% | 94k | 0.68 |
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| Alphabet Inc Class C cs (GOOG) | 2.3 | $58k | -5% | 24k | 2.44 |
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| J P Morgan Exchange Traded F ultra shrt (JPST) | 2.1 | $54k | -55% | 107k | 0.51 |
|
| Amazon (AMZN) | 2.0 | $50k | -5% | 23k | 2.20 |
|
| Schwab Strategic Tr us lrg cap etf (SCHX) | 1.9 | $47k | -19% | 180k | 0.26 |
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| Automatic Data Processing (ADP) | 1.7 | $44k | -4% | 15k | 2.94 |
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| Corning Incorporated (GLW) | 1.7 | $43k | -4% | 52k | 0.82 |
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| Eli Lilly & Co. (LLY) | 1.7 | $43k | -2% | 5.6k | 7.63 |
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| Costco Wholesale Corporation (COST) | 1.7 | $42k | -10% | 4.5k | 9.26 |
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| Home Depot (HD) | 1.6 | $41k | -3% | 10k | 4.05 |
|
| American Express Company (AXP) | 1.6 | $40k | -7% | 12k | 3.32 |
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| Hubbell (HUBB) | 1.4 | $35k | -3% | 8.2k | 4.30 |
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| Abbott Laboratories (ABT) | 1.4 | $35k | 26k | 1.34 |
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| Charles Schwab Corporation (SCHW) | 1.4 | $34k | +3% | 36k | 0.95 |
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| Citi | 1.3 | $34k | 33k | 1.01 |
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| Chevron Corporation (CVX) | 1.3 | $33k | -2% | 21k | 1.55 |
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| Nextera Energy (NEE) | 1.3 | $32k | -2% | 42k | 0.75 |
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| Emerson Electric (EMR) | 1.2 | $31k | 24k | 1.31 |
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| Wisconsin Energy Corporation | 1.2 | $31k | 27k | 1.15 |
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| Applied Materials (AMAT) | 1.2 | $31k | 15k | 2.05 |
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| Analog Devices (ADI) | 1.2 | $30k | -5% | 12k | 2.46 |
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| Asml Holding (ASML) | 1.2 | $30k | 3.1k | 9.68 |
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| Procter & Gamble Company (PG) | 1.2 | $29k | 19k | 1.54 |
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| Air Products & Chemicals (APD) | 1.1 | $29k | -2% | 11k | 2.73 |
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| Lennar Corporation (LEN) | 1.1 | $28k | 22k | 1.26 |
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| Novartis (NVS) | 1.1 | $28k | 21k | 1.28 |
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| Lockheed Martin Corporation (LMT) | 1.1 | $27k | -3% | 5.4k | 4.99 |
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| Accenture | 1.1 | $27k | +4% | 11k | 2.47 |
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| Amgen (AMGN) | 1.0 | $26k | -6% | 9.2k | 2.82 |
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| Colgate-Palmolive Company (CL) | 1.0 | $25k | 31k | 0.80 |
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| Texas Instruments Incorporated (TXN) | 1.0 | $25k | 13k | 1.84 |
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| Danaher Corporation (DHR) | 1.0 | $25k | -2% | 12k | 1.98 |
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| Cisco Systems (CSCO) | 0.9 | $23k | +16% | 34k | 0.68 |
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| Caterpillar (CAT) | 0.9 | $22k | -5% | 4.7k | 4.77 |
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| Exxon Mobil Corporation (XOM) | 0.9 | $22k | -2% | 19k | 1.13 |
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| Verizon Communications (VZ) | 0.8 | $21k | +3% | 48k | 0.44 |
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| Merck & Co | 0.8 | $21k | -2% | 25k | 0.84 |
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| Cleanspark (CLSK) | 0.8 | $21k | -5% | 6.3k | 3.29 |
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| Sherwin-Williams Company (SHW) | 0.8 | $21k | 6.0k | 3.46 |
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| Abbvie (ABBV) | 0.8 | $20k | -6% | 8.6k | 2.32 |
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| Pepsi (PEP) | 0.8 | $20k | 14k | 1.40 |
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| Northern Trust Corporation (NTRS) | 0.8 | $19k | -2% | 14k | 1.35 |
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| General Mills (GIS) | 0.7 | $19k | +26% | 37k | 0.50 |
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| Interpublic Group of Companies (IPG) | 0.7 | $18k | +22% | 65k | 0.28 |
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| Target Corporation | 0.6 | $16k | +42% | 18k | 0.90 |
|
| Jacobs Engineering Group (J) | 0.6 | $14k | -3% | 9.6k | 1.50 |
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| SYSCO Corporation (SYY) | 0.5 | $13k | +29% | 16k | 0.82 |
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| Constellation Brands (STZ) | 0.5 | $13k | -2% | 9.3k | 1.35 |
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| Schwab Strategic Tr us dividend eq (SCHD) | 0.5 | $12k | -30% | 44k | 0.27 |
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| Invesco S&p 500 Equal Weight Etf (RSP) | 0.5 | $12k | -6% | 6.1k | 1.90 |
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| MasterCard Incorporated (MA) | 0.4 | $10k | 1.8k | 5.69 |
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| iShares S&P 500 Value Index (IVE) | 0.4 | $9.7k | -12% | 4.7k | 2.07 |
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| Spectrum Brands Holding (SPB) | 0.4 | $9.3k | -25% | 18k | 0.53 |
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| 3M Company (MMM) | 0.3 | $8.3k | 5.4k | 1.55 |
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| iShares S&P 500 Index (IVV) | 0.3 | $8.0k | +10% | 1.2k | 6.69 |
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| Trane Technologies (TT) | 0.3 | $8.0k | 1.9k | 4.22 |
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| Facebook Inc cl a (META) | 0.3 | $7.8k | -29% | 1.1k | 7.34 |
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| AFLAC Incorporated (AFL) | 0.3 | $7.3k | -13% | 6.5k | 1.12 |
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| Morgan Stanley (MS) | 0.3 | $7.2k | 4.5k | 1.59 |
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| Johnson & Johnson (JNJ) | 0.3 | $7.0k | -79% | 3.8k | 1.85 |
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| Tractor Supply Company (TSCO) | 0.3 | $6.8k | -9% | 12k | 0.57 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $6.0k | -3% | 3.6k | 1.67 |
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| Schwab U S Small Cap ETF (SCHA) | 0.2 | $5.9k | -25% | 21k | 0.28 |
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| T. Rowe Price (TROW) | 0.2 | $5.6k | -5% | 5.5k | 1.03 |
|
| Vanguard Dividend Appreciation ETF (VIG) | 0.2 | $5.3k | -21% | 2.5k | 2.16 |
|
| Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.2 | $5.2k | -5% | 7.3k | 0.72 |
|
| Vanguard Growth ETF (VUG) | 0.2 | $5.0k | 1.0k | 4.80 |
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| Ecolab (ECL) | 0.2 | $5.0k | 1.8k | 2.74 |
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| Chubb (CB) | 0.2 | $4.9k | 1.7k | 2.82 |
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| Alphabet Inc Class A cs (GOOGL) | 0.2 | $4.8k | -39% | 2.0k | 2.43 |
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| Schwab International Equity ETF (SCHF) | 0.2 | $4.7k | -34% | 20k | 0.23 |
|
| CIGNA Corporation | 0.2 | $4.6k | -40% | 1.6k | 2.88 |
|
| iShares Russell Midcap Index Fund (IWR) | 0.2 | $4.4k | 4.6k | 0.97 |
|
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| EOG Resources (EOG) | 0.2 | $4.4k | -3% | 4.0k | 1.12 |
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| Parker-Hannifin Corporation (PH) | 0.2 | $4.4k | 575.00 | 7.58 |
|
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| Goldman Sachs (GS) | 0.2 | $4.3k | -20% | 540.00 | 7.96 |
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| Wells Fargo & Company (WFC) | 0.2 | $4.3k | -17% | 5.1k | 0.84 |
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| Visa (V) | 0.2 | $4.3k | -35% | 1.2k | 3.41 |
|
| Berkshire Hathaway Inc. Class B | 0.2 | $4.2k | -9% | 841.00 | 5.03 |
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| Fidelity National Financial | 0.2 | $3.9k | 6.5k | 0.60 |
|
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| Coca-Cola Company (KO) | 0.2 | $3.9k | 5.9k | 0.66 |
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| Philip Morris International (PM) | 0.2 | $3.9k | -6% | 2.4k | 1.62 |
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| Servicenow (NOW) | 0.2 | $3.9k | -12% | 424.00 | 9.20 |
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| Vitesse Energy (VTS) | 0.1 | $3.8k | 16k | 0.23 |
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| Arista Networks | 0.1 | $3.5k | -37% | 2.4k | 1.46 |
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| Rbc Cad (RY) | 0.1 | $3.3k | 2.2k | 1.47 |
|
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| Intercontinental Exchange (ICE) | 0.1 | $3.2k | -8% | 1.9k | 1.68 |
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| Ametek (AME) | 0.1 | $3.2k | 1.7k | 1.88 |
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| Lam Research Corporation | 0.1 | $3.0k | -15% | 2.3k | 1.34 |
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| Public Storage (PSA) | 0.1 | $3.0k | -5% | 1.0k | 2.89 |
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| Ventas (VTR) | 0.1 | $2.9k | 4.2k | 0.70 |
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| McDonald's Corporation (MCD) | 0.1 | $2.9k | 959.00 | 3.04 |
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| Fidelity National Information Services (FIS) | 0.1 | $2.8k | 4.3k | 0.66 |
|
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| Equinix | 0.1 | $2.8k | -5% | 358.00 | 7.83 |
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| Mid-America Apartment (MAA) | 0.1 | $2.7k | -5% | 2.0k | 1.40 |
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| Financial Select Sector SPDR (XLF) | 0.1 | $2.7k | 5.0k | 0.54 |
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| PerkinElmer (RVTY) | 0.1 | $2.7k | 3.1k | 0.88 |
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| AvalonBay Communities (AVB) | 0.1 | $2.7k | -7% | 1.4k | 1.93 |
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| Honeywell International (HON) | 0.1 | $2.6k | 1.3k | 2.11 |
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| Walt Disney Company (DIS) | 0.1 | $2.6k | 2.3k | 1.14 |
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| Carrier Global Corporation (CARR) | 0.1 | $2.6k | 4.3k | 0.60 |
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| salesforce (CRM) | 0.1 | $2.3k | -24% | 970.00 | 2.37 |
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| Cannae Holdings (CNNE) | 0.1 | $2.1k | 12k | 0.18 |
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| Union Pacific Corporation (UNP) | 0.1 | $2.0k | 845.00 | 2.36 |
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| McCormick & Company, Incorporated (MKC) | 0.1 | $2.0k | 3.0k | 0.67 |
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| Qualcomm (QCOM) | 0.1 | $1.9k | 1.2k | 1.66 |
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| Lennar Corporation (LEN.B) | 0.1 | $1.9k | 1.6k | 1.20 |
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| Altria (MO) | 0.1 | $1.8k | 2.7k | 0.66 |
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| Wal-Mart Stores (WMT) | 0.1 | $1.8k | -41% | 1.7k | 1.03 |
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| Sterling Construction Company (STRL) | 0.1 | $1.7k | -25% | 500.00 | 3.40 |
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| Industrial SPDR (XLI) | 0.1 | $1.6k | 1.0k | 1.54 |
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| Entegris (ENTG) | 0.1 | $1.6k | 1.7k | 0.92 |
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| Howmet Aerospace (HWM) | 0.1 | $1.6k | -20% | 800.00 | 1.96 |
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| Myr (MYRG) | 0.1 | $1.6k | -44% | 750.00 | 2.08 |
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| Valero Energy Corporation (VLO) | 0.1 | $1.5k | -33% | 900.00 | 1.70 |
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| Arthur J. Gallagher & Co. (AJG) | 0.1 | $1.5k | -34% | 473.00 | 3.10 |
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| Allstate Corporation (ALL) | 0.1 | $1.4k | 663.00 | 2.15 |
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| Starbucks Corporation (SBUX) | 0.1 | $1.4k | 1.6k | 0.85 |
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| SPDR Gold Trust (GLD) | 0.1 | $1.4k | -20% | 380.00 | 3.56 |
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| Schwab Strategic Tr us reit etf (SCHH) | 0.1 | $1.3k | +169% | 6.0k | 0.22 |
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| Ameriprise Financial (AMP) | 0.0 | $1.3k | -42% | 255.00 | 4.91 |
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| International Business Machines (IBM) | 0.0 | $1.2k | -9% | 440.00 | 2.82 |
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| McKesson Corporation (MCK) | 0.0 | $1.2k | -37% | 160.00 | 7.72 |
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| Broadridge Financial Solutions (BR) | 0.0 | $1.2k | 500.00 | 2.38 |
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| Avery Dennison Corporation (AVY) | 0.0 | $1.1k | 700.00 | 1.62 |
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| D.R. Horton (DHI) | 0.0 | $1.1k | -55% | 640.00 | 1.70 |
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| Health Care SPDR (XLV) | 0.0 | $1.1k | 765.00 | 1.39 |
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| New Era Energy & Digital Inc. COM U | 0.0 | $1.0k | NEW | 57k | 0.02 |
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| Flexshares Tr qualt divd idx (QDF) | 0.0 | $1.0k | 1.3k | 0.79 |
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| Proshares Tr S&p 500 Aristo (NOBL) | 0.0 | $1.0k | 992.00 | 1.03 |
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| Technology SPDR (XLK) | 0.0 | $957.984000 | -22% | 340.00 | 2.82 |
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| Bank of America Corporation (BAC) | 0.0 | $933.960000 | -35% | 1.8k | 0.52 |
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| iShares Dow Jones Select Dividend (DVY) | 0.0 | $923.975000 | 650.00 | 1.42 |
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| Mondelez Int (MDLZ) | 0.0 | $850.000000 | -25% | 1.4k | 0.62 |
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| U.S. Bancorp (USB) | 0.0 | $848.016000 | 1.8k | 0.48 |
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| Quanta Services (PWR) | 0.0 | $829.000000 | -33% | 200.00 | 4.14 |
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| Anthem (ELV) | 0.0 | $808.000000 | 250.00 | 3.23 |
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| Garmin | 0.0 | $800.995000 | 325.00 | 2.46 |
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| iShares S&P MidCap 400 Index (IJH) | 0.0 | $750.030000 | 1.2k | 0.65 |
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| Gilead Sciences (GILD) | 0.0 | $738.017000 | 665.00 | 1.11 |
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| Boston Scientific Corporation (BSX) | 0.0 | $708.035000 | +123% | 725.00 | 0.98 |
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| Teledyne Technologies Incorporated (TDY) | 0.0 | $702.996000 | 120.00 | 5.86 |
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| Bristol Myers Squibb (BMY) | 0.0 | $671.990000 | 1.5k | 0.45 |
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| Tradeweb Markets (TW) | 0.0 | $666.000000 | 600.00 | 1.11 |
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| Vistra Energy (VST) | 0.0 | $655.997000 | +857% | 335.00 | 1.96 |
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| Stryker Corporation (SYK) | 0.0 | $646.992500 | -41% | 175.00 | 3.70 |
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| SPDR S&P Dividend (SDY) | 0.0 | $595.000000 | 425.00 | 1.40 |
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| Evercore Partners (EVR) | 0.0 | $589.995000 | 175.00 | 3.37 |
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| Vanguard S&p 500 Etf idx (VOO) | 0.0 | $569.997000 | 93.00 | 6.13 |
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| Advanced Micro Devices (AMD) | 0.0 | $558.003000 | -30% | 345.00 | 1.62 |
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| Clorox Company (CLX) | 0.0 | $554.985000 | -40% | 450.00 | 1.23 |
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| iShares Silver Trust (SLV) | 0.0 | $548.950500 | 1.3k | 0.42 |
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| Curtiss-Wright (CW) | 0.0 | $543.000000 | 100.00 | 5.43 |
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| American Electric Power Company (AEP) | 0.0 | $522.985500 | +29% | 465.00 | 1.12 |
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| Piper Jaffray Companies (PIPR) | 0.0 | $520.005000 | 150.00 | 3.47 |
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| Tesla Motors (TSLA) | 0.0 | $511.002500 | +64% | 115.00 | 4.44 |
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| UnitedHealth (UNH) | 0.0 | $432.000000 | 125.00 | 3.46 |
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| Fiserv (FI) | 0.0 | $387.000000 | -25% | 300.00 | 1.29 |
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| Duke Energy Corporation | 0.0 | $386.993200 | 313.00 | 1.24 |
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| Eaton Corporation | 0.0 | $374.000000 | 100.00 | 3.74 |
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| Chipotle Mexican Grill (CMG) | 0.0 | $353.011800 | -66% | 901.00 | 0.39 |
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| Veralto Corp (VLTO) | 0.0 | $352.143000 | 330.00 | 1.07 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $348.012000 | +69% | 280.00 | 1.24 |
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| Church & Dwight (CHD) | 0.0 | $329.988100 | -51% | 377.00 | 0.88 |
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| Cava Group Ord (CAVA) | 0.0 | $325.987200 | 539.00 | 0.60 |
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| HEICO Corporation (HEI) | 0.0 | $323.000000 | 100.00 | 3.23 |
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| Hewlett-Packard Company | 0.0 | $308.038000 | +140% | 1.1k | 0.27 |
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| Deckers Outdoor Corporation (DECK) | 0.0 | $306.999600 | -49% | 303.00 | 1.01 |
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| iShares S&P Asia 50 Index Fund (AIA) | 0.0 | $284.010000 | 300.00 | 0.95 |
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| Columbia Banking System (COLB) | 0.0 | $282.038700 | NEW | 1.1k | 0.26 |
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| Booz Allen Hamilton Holding Corporation (BAH) | 0.0 | $275.000000 | -50% | 275.00 | 1.00 |
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| Vanguard European ETF (VGK) | 0.0 | $274.999500 | 345.00 | 0.80 |
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| Booking Holdings (BKNG) | 0.0 | $270.000000 | 5.00 | 54.00 |
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| MetLife (MET) | 0.0 | $267.995000 | 325.00 | 0.82 |
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| Intuitive Surgical (ISRG) | 0.0 | $268.002000 | 60.00 | 4.47 |
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| Innovative Industria A (IIPR) | 0.0 | $268.000000 | NEW | 500.00 | 0.54 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $264.997500 | -34% | 75.00 | 3.53 |
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| Nike (NKE) | 0.0 | $261.000000 | -34% | 375.00 | 0.70 |
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| Com Shs Class Bnewsmax (NMAX) | 0.0 | $248.000000 | 2.0k | 0.12 |
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| O'reilly Automotive (ORLY) | 0.0 | $226.002000 | 210.00 | 1.08 |
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| Ishares Tr Exponential Technologies Etf (XT) | 0.0 | $216.000000 | 300.00 | 0.72 |
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| Taiwan Semiconductor Mfg (TSM) | 0.0 | $214.999400 | -69% | 77.00 | 2.79 |
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| Cardinal Health (CAH) | 0.0 | $203.996000 | 130.00 | 1.57 |
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| Jackson Financial (JXN.PA) | 0.0 | $202.000000 | -55% | 200.00 | 1.01 |
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| PNC Financial Services (PNC) | 0.0 | $201.000000 | 100.00 | 2.01 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $196.000000 | -3% | 50.00 | 3.92 |
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| Genuine Parts Company (GPC) | 0.0 | $195.003000 | 141.00 | 1.38 |
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| Energy Select Sector SPDR (XLE) | 0.0 | $179.000000 | 200.00 | 0.90 |
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| Baxter International (BAX) | 0.0 | $171.000000 | 750.00 | 0.23 |
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| Franklin Resources (BEN) | 0.0 | $170.005500 | 735.00 | 0.23 |
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| Amentum Holdings (AMTM) | 0.0 | $166.970400 | -8% | 696.00 | 0.24 |
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| Intel Corporation (INTC) | 0.0 | $166.023000 | -61% | 495.00 | 0.34 |
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| DTE Energy Company (DTE) | 0.0 | $163.001000 | 115.00 | 1.42 |
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| Mitsubishi UFJ Financial (MUFG) | 0.0 | $159.000000 | 1.0k | 0.16 |
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| Figma (FIG) | 0.0 | $156.000000 | NEW | 300.00 | 0.52 |
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| Iris Energy (IREN) | 0.0 | $151.006500 | 207.00 | 0.73 |
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| Schwab Cap Tr Fdl Uslcoidx I (SFLNX) | 0.0 | $150.985500 | 573.00 | 0.26 |
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| ConocoPhillips (COP) | 0.0 | $142.005000 | -75% | 150.00 | 0.95 |
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| General Electric Company | 0.0 | $135.000000 | -33% | 45.00 | 3.00 |
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| AstraZeneca (AZN) | 0.0 | $133.997500 | 175.00 | 0.77 |
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| Paypal Holdings (PYPL) | 0.0 | $134.000000 | 200.00 | 0.67 |
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| SJW (HTO) | 0.0 | $124.440000 | +2% | 255.00 | 0.49 |
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| Netflix (NFLX) | 0.0 | $120.000000 | 10.00 | 12.00 |
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| FedEx Corporation (FDX) | 0.0 | $118.000000 | -35% | 50.00 | 2.36 |
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| Sempra Energy (SRE) | 0.0 | $117.000000 | 130.00 | 0.90 |
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| Kraft Heinz (KHC) | 0.0 | $117.000000 | 450.00 | 0.26 |
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| wisdomtreetrusdivd.. (DGRW) | 0.0 | $115.999000 | 130.00 | 0.89 |
|
|
| Pulte (PHM) | 0.0 | $111.996000 | 85.00 | 1.32 |
|
|
| Solventum Corp | 0.0 | $109.995000 | 150.00 | 0.73 |
|
|
| Millrose Pptys Inc Com Cl A (MRP) | 0.0 | $109.005000 | 325.00 | 0.34 |
|
|
| Ge Vernova (GEV) | 0.0 | $105.000500 | 17.00 | 6.18 |
|
|
| Nu Hldgs Ltd Ord Shs Cl A (NU) | 0.0 | $88.000000 | 550.00 | 0.16 |
|
|
| American Tower Corporation | 0.0 | $86.998500 | 45.00 | 1.93 |
|
|
| Eastman Chemical Company (EMN) | 0.0 | $84.996000 | 135.00 | 0.63 |
|
|
| Net Power (NPWR) | 0.0 | $75.000000 | NEW | 2.5k | 0.03 |
|
| Oneok (OKE) | 0.0 | $73.000000 | 100.00 | 0.73 |
|
|
| Global X Fds global x copper (COPX) | 0.0 | $69.000000 | 115.00 | 0.60 |
|
|
| Paramount Skydance Corp Cl B (PSKY) | 0.0 | $66.010000 | NEW | 350.00 | 0.19 |
|
| Novo Nordisk A/S (NVO) | 0.0 | $65.005200 | +588% | 117.00 | 0.56 |
|
| Rockwell Automation (ROK) | 0.0 | $63.000000 | 18.00 | 3.50 |
|
|
| Vanguard Total Intl Stock Inde (VTIAX) | 0.0 | $57.002400 | NEW | 78.00 | 0.73 |
|
| Microchip Technology (MCHP) | 0.0 | $51.000000 | -20% | 80.00 | 0.64 |
|
| Schlumberger (SLB) | 0.0 | $49.996000 | 145.00 | 0.34 |
|
|
| Recursion Pharmaceuticals (RXRX) | 0.0 | $49.000000 | +11% | 1.0k | 0.05 |
|
| PriceSmart (PSMT) | 0.0 | $42.000000 | 35.00 | 1.20 |
|
|
| Spotify Technology Sa (SPOT) | 0.0 | $42.000000 | 6.00 | 7.00 |
|
|
| Surf Air Mobility | 0.0 | $37.022400 | -2% | 857.00 | 0.04 |
|
| Global X Fds glb x lithium (LIT) | 0.0 | $36.998000 | 65.00 | 0.57 |
|
|
| Biogen Idec (BIIB) | 0.0 | $35.000000 | -44% | 25.00 | 1.40 |
|
| Bakkt Holdings (BKKT) | 0.0 | $34.000000 | NEW | 100.00 | 0.34 |
|
| Affirm Hldgs (AFRM) | 0.0 | $29.000000 | 40.00 | 0.72 |
|
|
| Ishares Ethereum Etf (ETHA) | 0.0 | $26.996100 | NEW | 87.00 | 0.31 |
|
| 2x Ether Etf (ETHU) | 0.0 | $26.000000 | NEW | 20.00 | 1.30 |
|
| Rumble Inc Com Cl A (RUM) | 0.0 | $21.990000 | 300.00 | 0.07 |
|
|
| Hive Blockchain Technologies Ord | 0.0 | $20.000000 | NEW | 500.00 | 0.04 |
|
| Fair Isaac Corporation (FICO) | 0.0 | $15.000000 | NEW | 1.00 | 15.00 |
|
| iShares S&P Global Infrastructure Index (IGF) | 0.0 | $15.000000 | 25.00 | 0.60 |
|
|
| Super Micro Computer Inc Com Usd0.001 (SMCI) | 0.0 | $14.001000 | NEW | 30.00 | 0.47 |
|
| Jack in the Box (JACK) | 0.0 | $14.000000 | 70.00 | 0.20 |
|
|
| Strattec Security (STRT) | 0.0 | $14.000000 | 20.00 | 0.70 |
|
|
| Warner Bros. Discovery (WBD) | 0.0 | $13.996800 | 72.00 | 0.19 |
|
|
| Upstart Hldgs (UPST) | 0.0 | $13.000000 | 25.00 | 0.52 |
|
|
| Sprott Etf Tr gold miners etf (SGDM) | 0.0 | $12.000000 | 20.00 | 0.60 |
|
|
| Sprott Etf Tr jr gold miners e (SGDJ) | 0.0 | $9.000000 | 12.00 | 0.75 |
|
|
| Green Thumb Industries (GTBIF) | 0.0 | $7.999200 | 101.00 | 0.08 |
|
|
| Solid Power Inc Class A (SLDP) | 0.0 | $8.001200 | -29% | 241.00 | 0.03 |
|
| Exelon Corporation (EXC) | 0.0 | $7.000000 | 16.00 | 0.44 |
|
|
| Riot Blockchain (RIOT) | 0.0 | $7.000000 | +75% | 35.00 | 0.20 |
|
| Mp Materials Corp (MP) | 0.0 | $7.000000 | NEW | 10.00 | 0.70 |
|
| Albemarle Corporation (ALB) | 0.0 | $4.000000 | 5.00 | 0.80 |
|
|
| First Majestic Silver Corp (AG) | 0.0 | $3.999100 | 29.00 | 0.14 |
|
|
| Synchrony Financial (SYF) | 0.0 | $2.000100 | NEW | 3.00 | 0.67 |
|
| Yum! Brands (YUM) | 0.0 | $2.000000 | 1.00 | 2.00 |
|
|
| Dollar Tree (DLTR) | 0.0 | $2.000000 | 2.00 | 1.00 |
|
|
| Sprouts Fmrs Mkt (SFM) | 0.0 | $2.000000 | 2.00 | 1.00 |
|
|
| Match | 0.0 | $2.000000 | 5.00 | 0.40 |
|
|
| Vanguard REIT ETF (VNQ) | 0.0 | $1.000000 | 1.00 | 1.00 |
|
|
| Celsius Holdings (CELH) | 0.0 | $1.000000 | 2.00 | 0.50 |
|
|
| Allogene Therapeutics (ALLO) | 0.0 | $1.000000 | 100.00 | 0.01 |
|
|
| Dutch Bros (BROS) | 0.0 | $1.000000 | 1.00 | 1.00 |
|
|
| Smartrent (SMRT) | 0.0 | $1.000000 | 100.00 | 0.01 |
|
|
| Snap Inc cl a (SNAP) | 0.0 | $0.999600 | 17.00 | 0.06 |
|
|
| NeXGold Mining Corp (NXGCF) | 0.0 | $1.002800 | 109.00 | 0.01 |
|
|
| Nortel Networks Corporation | 0.0 | $0 | 57.00 | 0.00 |
|
|
| Lehman Brothers Holdings | 0.0 | $0 | 1.2k | 0.00 |
|
|
| Cytogenix | 0.0 | $0 | 70.00 | 0.00 |
|
|
| Sls International Inc cos | 0.0 | $0 | 1.7k | 0.00 |
|
|
| Two Rivers Wtr & Farming | 0.0 | $0 | 55.00 | 0.00 |
|
|
| Mosaic Immunoengineering (CPMV) | 0.0 | $0 | 1.00 | 0.00 |
|
|
| Quantumscape Corp (QS) | 0.0 | $0 | -98% | 1.00 | 0.00 |
|
| Wheels Up Experience Inc Com Cl A | 0.0 | $0 | 25.00 | 0.00 |
|
Past Filings by West Oak Capital
SEC 13F filings are viewable for West Oak Capital going back to 2011
- West Oak Capital 2025 Q3 filed Oct. 3, 2025
- West Oak Capital 2025 Q2 filed July 15, 2025
- West Oak Capital 2025 Q1 filed April 16, 2025
- West Oak Capital 2024 Q4 restated filed Jan. 14, 2025
- West Oak Capital 2024 Q4 filed Jan. 10, 2025
- West Oak Capital 2024 Q3 filed Oct. 18, 2024
- West Oak Capital 2024 Q2 filed July 24, 2024
- West Oak Capital 2024 Q1 filed April 18, 2024
- West Oak Capital 2023 Q4 filed Jan. 18, 2024
- West Oak Capital 2023 Q3 filed Oct. 5, 2023
- West Oak Capital 2023 Q2 filed July 19, 2023
- West Oak Capital 2023 Q1 filed April 21, 2023
- West Oak Capital 2022 Q4 filed Jan. 5, 2023
- West Oak Capital 2022 Q3 restated filed Nov. 14, 2022
- West Oak Capital 2022 Q3 filed Oct. 28, 2022
- West Oak Capital 2022 Q2 filed July 11, 2022