Lisa Snider

Latest statistics and disclosures from West Oak Capital's latest quarterly 13F-HR filing:

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Portfolio Holdings for West Oak Capital

Companies in the West Oak Capital portfolio as of the September 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Jefferies 12.7 $33M 881k 37.13
J P Morgan Exchange Traded F ultra shrt (JPST) 6.9 $18M +10% 352k 50.72
Schwab Strategic Tr sht tm us tres (SCHO) 4.3 $11M +50% 216k 51.19
Schwab Strategic Tr us lrg cap etf (SCHX) 2.1 $5.4M -2% 52k 104.03
Apple (AAPL) 1.9 $4.8M -4% 34k 141.49
Nextera Energy (NEE) 1.8 $4.6M 59k 78.53
Microsoft Corporation (MSFT) 1.6 $4.2M -3% 15k 281.92
JPMorgan Chase & Co. (JPM) 1.6 $4.0M 25k 163.68
Vanguard Short Term Corporate Bond ETF (VCSH) 1.5 $4.0M +32% 48k 82.42
Home Depot (HD) 1.5 $3.9M 12k 328.28
Automatic Data Processing (ADP) 1.5 $3.9M 20k 199.92
Amazon (AMZN) 1.5 $3.8M -2% 1.1k 3285.09
Accenture 1.4 $3.7M -4% 12k 319.94
NVIDIA Corporation (NVDA) 1.4 $3.7M +229% 18k 207.16

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Danaher Corporation (DHR) 1.4 $3.5M -7% 12k 304.44
Alphabet Inc Class C cs (GOOG) 1.3 $3.4M -7% 1.3k 2665.11
Broad 1.3 $3.4M 7.0k 484.93
U.S. Bancorp (USB) 1.3 $3.2M 55k 59.45
Texas Instruments Incorporated (TXN) 1.2 $3.2M 17k 192.23
Abbott Laboratories (ABT) 1.2 $3.1M -2% 27k 118.13
Johnson & Johnson (JNJ) 1.2 $3.1M 19k 161.48
Oracle Corporation (ORCL) 1.2 $3.0M -4% 35k 87.12
Costco Wholesale Corporation (COST) 1.2 $3.0M -3% 6.8k 449.30
American Express Company (AXP) 1.1 $2.8M -4% 17k 167.50
Eli Lilly & Co. (LLY) 1.1 $2.8M -7% 12k 231.06
Target Corporation 1.1 $2.7M -9% 12k 228.73
Charles Schwab Corporation (SCHW) 1.0 $2.7M 37k 72.85
Analog Devices (ADI) 1.0 $2.6M -2% 16k 167.45
Walt Disney Company (DIS) 1.0 $2.6M 15k 169.16
Air Products & Chemicals (APD) 1.0 $2.6M 10k 256.14
Procter & Gamble Company (PG) 1.0 $2.5M 18k 139.82
Chevron Corporation (CVX) 1.0 $2.5M +2% 24k 101.44
Citi 1.0 $2.5M +2% 35k 70.18
Lennar Corporation (LEN) 0.9 $2.4M -2% 26k 93.69
Cisco Systems (CSCO) 0.9 $2.2M -2% 41k 54.43
Northern Trust Corporation (NTRS) 0.9 $2.2M 21k 107.79
SYSCO Corporation (SYY) 0.9 $2.2M 28k 78.50
Colgate-Palmolive Company (CL) 0.8 $2.2M 29k 75.58
Pepsi (PEP) 0.8 $2.2M 14k 150.39
Delphi Automotive Inc international (APTV) 0.8 $2.2M -2% 14k 148.98
Intel Corporation (INTC) 0.8 $2.1M +3% 40k 53.27
Verizon Communications (VZ) 0.8 $2.1M +2% 39k 54.01
Elanco Animal Health (ELAN) 0.8 $2.0M 64k 31.88
Emerson Electric (EMR) 0.8 $2.0M -4% 22k 94.18
Amgen (AMGN) 0.8 $2.0M 9.4k 212.70
Sherwin-Williams Company (SHW) 0.8 $2.0M -4% 7.1k 279.70
Lockheed Martin Corporation (LMT) 0.8 $2.0M +2% 5.8k 345.09
Corning Incorporated (GLW) 0.8 $2.0M 54k 36.49
Ameres (AMRC) 0.7 $1.9M -6% 33k 58.42
Merck & Co 0.7 $1.9M +2% 25k 75.13
Constellation Brands (STZ) 0.7 $1.8M +2% 8.8k 210.73
General Mills (GIS) 0.7 $1.8M +3% 31k 59.81
Fidelity National Information Services (FIS) 0.7 $1.8M 15k 121.71
Alleghany Corporation (Y) 0.7 $1.7M 2.8k 624.29
Boeing Company (BA) 0.7 $1.7M 7.9k 219.91
Chargepoint Holdings Inc Com Cl A (CHPT) 0.7 $1.7M +10% 86k 19.99
Medtronic 0.6 $1.7M +9% 13k 125.34
Fidelity National Financial 0.6 $1.6M 35k 45.34
Exxon Mobil Corporation (XOM) 0.6 $1.6M +6% 27k 58.83
Norfolk Southern (NSC) 0.5 $1.3M -3% 5.3k 239.34
Illumina (ILMN) 0.5 $1.2M -5% 3.0k 405.69
Novartis (NVS) 0.5 $1.2M 15k 81.76
T. Rowe Price (TROW) 0.5 $1.2M -6% 6.1k 196.70
Spectrum Brands Holding (SPB) 0.4 $1.1M 11k 95.66
Abbvie (ABBV) 0.4 $1.1M 10k 107.84
Pfizer (PFE) 0.4 $1.0M 24k 43.02
Facebook Inc cl a (FB) 0.4 $993k +2% 2.9k 339.49
MasterCard Incorporated (MA) 0.4 $927k 2.7k 347.58
Generac Holdings (GNRC) 0.4 $922k 2.3k 408.87
Invesco S&p 500 Equal Weight Etf (RSP) 0.4 $914k 6.1k 149.84
Caterpillar (CAT) 0.3 $856k 4.5k 191.93
Black Knight (BKI) 0.3 $777k 11k 72.00
Morgan Stanley (MS) 0.3 $747k 7.7k 97.33
iShares S&P 500 Value Index (IVE) 0.3 $724k 5.0k 145.38
AFLAC Incorporated (AFL) 0.3 $670k 13k 52.16
Microchip Technology (MCHP) 0.3 $646k +10662% 4.3k 150.00
salesforce (CRM) 0.2 $609k 2.2k 271.27
Servicenow (NOW) 0.2 $601k 966.00 622.15
Wisconsin Energy Corporation 0.2 $590k 6.7k 88.19
Honeywell International (HON) 0.2 $582k 2.7k 212.10
PerkinElmer (PKI) 0.2 $572k 3.3k 173.33
Schwab International Equity ETF (SCHF) 0.2 $520k 13k 38.70
Visa (V) 0.2 $508k 2.3k 222.81
Tractor Supply Company (TSCO) 0.2 $507k 2.5k 202.72
McCormick & Company, Incorporated (MKC) 0.2 $489k -3% 6.0k 81.09
eBay (EBAY) 0.2 $472k -3% 6.8k 69.67
3M Company (MMM) 0.2 $463k +2% 2.6k 175.38
Baxter International (BAX) 0.2 $457k 5.7k 80.40
Ecolab (ECL) 0.2 $451k 2.2k 208.80
Alphabet Inc Class A cs (GOOGL) 0.2 $436k 163.00 2674.85
American Tower Corporation 0.2 $429k -2% 3.6k 119.33
Schwab U S Small Cap ETF (SCHA) 0.2 $426k -3% 4.3k 100.14
Philip Morris International (PM) 0.2 $425k 4.5k 94.76
Trane Technologies (TT) 0.2 $399k 2.3k 172.73
Mid-America Apartment (MAA) 0.2 $388k 2.1k 186.54
Vanguard Growth ETF (VUG) 0.1 $386k 1.3k 290.23
Becton, Dickinson and (BDX) 0.1 $380k 1.5k 245.80
Nike (NKE) 0.1 $375k +4% 2.6k 145.29
iShares S&P 500 Index (IVV) 0.1 $366k +33% 850.00 430.59
Cannae Holdings (CNNE) 0.1 $365k 12k 31.11
McDonald's Corporation (MCD) 0.1 $362k 1.5k 241.33
iShares Russell Midcap Index Fund (IWR) 0.1 $360k 4.6k 78.26
Raytheon Technologies Corp (RTX) 0.1 $356k +2% 4.1k 85.91
Royal Dutch Shell (RDS.A) 0.1 $349k +3% 7.8k 44.52
Chubb (CB) 0.1 $340k -7% 2.0k 173.47
Vanguard Dividend Appreciation ETF (VIG) 0.1 $338k +87% 2.2k 153.64
Applied Materials (AMAT) 0.1 $336k -5% 2.6k 128.88
Starbucks Corporation (SBUX) 0.1 $336k 3.1k 110.16
Coca-Cola Company (KO) 0.1 $333k 6.3k 52.47
Public Storage (PSA) 0.1 $331k -3% 1.1k 296.86
Carrier Global Corporation (CARR) 0.1 $310k 6.0k 51.71
Ventas (VTR) 0.1 $283k 5.1k 55.22
Bristol Myers Squibb (BMY) 0.1 $266k 4.5k 59.24
Berkshire Hathaway Inc. Class B 0.1 $262k 960.00 272.92
Dow Chemical Company 0.1 $260k 4.5k 57.52
Clorox Company (CLX) 0.1 $255k +8% 1.5k 165.58
AvalonBay Communities (AVB) 0.1 $245k 1.1k 221.72
Rbc Cad (RY) 0.1 $233k 2.3k 99.32
Schwab Strategic Tr us dividend eq (SCHD) 0.1 $227k +8% 3.1k 74.28
Qualcomm (QCOM) 0.1 $224k 1.7k 129.11
Wells Fargo & Company (WFC) 0.1 $223k 4.8k 46.46
Avery Dennison Corporation (AVY) 0.1 $218k +13% 1.1k 207.62
Entegris (ENTG) 0.1 $214k 1.7k 125.88
Chipotle Mexican Grill (CMG) 0.1 $213k 117.00 1820.51
Ametek (AME) 0.1 $211k 1.7k 124.12
Invesco Qqq Trust Series 1 (QQQ) 0.1 $207k 579.00 357.51
EOG Resources (EOG) 0.1 $202k 2.5k 80.45
Paypal Holdings (PYPL) 0.1 $193k +5% 740.00 260.81
Myr (MYRG) 0.1 $186k 1.9k 99.73
Lam Research Corporation (LRCX) 0.1 $182k 320.00 568.75
Vanguard Small-Cap Growth ETF (VBK) 0.1 $179k +2% 638.00 280.56
Industrial SPDR (XLI) 0.1 $178k 1.8k 97.91
PIMCO Corporate Income Fund (PCN) 0.1 $166k 9.2k 18.04
Union Pacific Corporation (UNP) 0.1 $166k 845.00 196.45
Altria (MO) 0.1 $161k 3.5k 45.54
iShares Morningstar Small Growth (ISCG) 0.1 $161k 3.3k 49.24
Health Care SPDR (XLV) 0.1 $156k 1.2k 127.35
Bank of America Corporation (BAC) 0.1 $147k 3.5k 42.42
Blackrock Multi-sector Incom other (BIT) 0.1 $146k 7.8k 18.72
Financial Select Sector SPDR (XLF) 0.1 $141k 3.8k 37.45
Thermo Fisher Scientific (TMO) 0.1 $140k 245.00 571.43
Jp Morgan Exchange Traded Fd fund (JMUB) 0.1 $137k +92% 2.5k 54.80
D.R. Horton (DHI) 0.1 $136k 1.6k 83.95
KLA-Tencor Corporation (KLAC) 0.1 $134k 400.00 335.00
Allstate Corporation (ALL) 0.1 $130k 1.0k 127.33
Goldman Sachs (GS) 0.1 $129k 340.00 379.41
Transunion (TRU) 0.1 $129k +35% 1.2k 112.17
Arthur J. Gallagher & Co. (AJG) 0.0 $128k 863.00 148.32
Lennar Corporation (LEN.B) 0.0 $121k 1.6k 77.81
iShares Dow Jones Select Dividend (DVY) 0.0 $120k 1.1k 114.29
Schwab Strategic Tr us reit etf (SCHH) 0.0 $118k 2.6k 45.63
Clean Energy Fuels (CLNE) 0.0 $117k -8% 14k 8.17
Proshares Msci Transform (ANEW) 0.0 $109k 2.5k 44.49
Kellogg Company (K) 0.0 $102k 1.6k 63.75
Teledyne Technologies Incorporated (TDY) 0.0 $101k 234.00 431.62
Advanced Micro Devices (AMD) 0.0 $98k +35% 950.00 103.16
International Business Machines (IBM) 0.0 $97k +5% 700.00 138.57
Proshares Tr S&p 500 Aristo (NOBL) 0.0 $95k 1.1k 88.21
Anthem (ANTM) 0.0 $93k 250.00 372.00
Vanguard Small-Cap ETF (VB) 0.0 $91k 418.00 217.70
CVS Caremark Corporation (CVS) 0.0 $90k +3% 1.1k 84.91
Masimo Corporation (MASI) 0.0 $88k +18% 325.00 270.77
Taiwan Semiconductor Mfg (TSM) 0.0 $88k 788.00 111.68
Franklin Resources (BEN) 0.0 $88k +63% 3.0k 29.58
Mondelez Int (MDLZ) 0.0 $87k 1.5k 58.00
Duke Realty Corporation (DRE) 0.0 $86k +71% 1.8k 47.78
CIGNA Corporation 0.0 $86k 430.00 200.00
Broadridge Financial Solutions (BR) 0.0 $83k 500.00 166.00
iShares S&P MidCap 400 Index (IJH) 0.0 $82k 312.00 262.82
Stryker Corporation (SYK) 0.0 $79k 300.00 263.33
Seagate Technology 0.0 $76k -9% 925.00 82.16
Organon & Co (OGN) 0.0 $73k -8% 2.2k 32.66
ConocoPhillips (COP) 0.0 $73k +153% 1.1k 67.97
Adobe Systems Incorporated (ADBE) 0.0 $72k 125.00 576.00
Church & Dwight (CHD) 0.0 $64k 777.00 82.37
Inmode Ltd. Inmd (INMD) 0.0 $64k 400.00 160.00
Jabil Circuit (JBL) 0.0 $60k -19% 1.0k 58.54
Interpublic Group of Companies (IPG) 0.0 $58k +19% 1.6k 36.59
Sterling Construction Company (STRL) 0.0 $58k 2.6k 22.75
SPDR Gold Trust (GLD) 0.0 $57k 345.00 165.22
Cardinal Health (CAH) 0.0 $57k +5% 1.2k 49.35
Technology SPDR (XLK) 0.0 $56k 375.00 149.33
HEICO Corporation (HEI) 0.0 $53k 400.00 132.50
Booz Allen Hamilton Holding Corporation (BAH) 0.0 $52k -25% 650.00 80.00
Global Payments (GPN) 0.0 $51k 325.00 156.92
UnitedHealth (UNH) 0.0 $51k 130.00 392.31
Fifth Third Ban (FITB) 0.0 $51k 1.2k 42.50
Flexshares Tr qualt divd idx (QDF) 0.0 $50k 900.00 55.56
Garmin 0.0 $50k 324.00 154.32
Pacific Premier Ban (PPBI) 0.0 $50k 1.2k 41.70
Trade Desk (TTD) 0.0 $49k +133% 700.00 70.00
SVB Financial (SIVB) 0.0 $49k +114% 75.00 653.33
American Intl Group 0.0 $47k NEW 850.00 55.29
Cdk Global Inc equities (CDK) 0.0 $46k 1.1k 42.83
Medpace Hldgs (MEDP) 0.0 $43k NEW 225.00 191.11
Dermtech Ord ord (DMTK) 0.0 $42k 1.3k 32.31
United Parcel Service (UPS) 0.0 $41k 227.00 180.62
Ishares Tr Exponential Technologies Etf (XT) 0.0 $41k 650.00 63.08
Workday Inc cl a (WDAY) 0.0 $40k 160.00 250.00
Monolithic Power Systems (MPWR) 0.0 $36k 75.00 480.00
Zebra Technologies (ZBRA) 0.0 $36k 70.00 514.29
Dropbox Inc-class A (DBX) 0.0 $35k NEW 1.2k 29.17
Power Integrations (POWI) 0.0 $35k NEW 350.00 100.00
Gilead Sciences (GILD) 0.0 $35k 500.00 70.00
LOGITECH INTERNATIONAL SA APP Com Stk (LOGI) 0.0 $35k 400.00 87.50
Ark Etf Tr web x.o etf (ARKW) 0.0 $35k 250.00 140.00
Edwards Lifesciences (EW) 0.0 $34k NEW 300.00 113.33
Quanta Services (PWR) 0.0 $34k NEW 300.00 113.33
Vaneck Vectors Etf Tr bdc income etf (BIZD) 0.0 $33k 2.0k 16.92
Ares Management Corporation cl a com stk (ARES) 0.0 $33k 450.00 73.33
Upstart Hldgs (UPST) 0.0 $32k NEW 100.00 320.00
Netflix (NFLX) 0.0 $31k -28% 50.00 620.00
Cincinnati Financial Corporation (CINF) 0.0 $31k 270.00 114.81
Duke Energy Corporation 0.0 $31k 313.00 99.04
Estee Lauder Companies (EL) 0.0 $30k -9% 100.00 300.00
Teladoc (TDOC) 0.0 $30k +18% 240.00 125.00
Boston Scientific Corporation (BSX) 0.0 $30k +40% 700.00 42.86
Blackrock Res & Commodities Strategy Tr (BCX) 0.0 $29k 3.2k 9.06
Zoetis Inc Cl A (ZTS) 0.0 $29k NEW 150.00 193.33
Otis Worldwide Corp (OTIS) 0.0 $29k 350.00 82.86
Citizens Financial (CFG) 0.0 $28k 600.00 46.67
FedEx Corporation (FDX) 0.0 $28k 127.00 220.47
J Alexanders Holding (JAX) 0.0 $28k 2.0k 13.82
Archer Daniels Midland Company (ADM) 0.0 $27k +56% 455.00 59.34
Paycom Software (PAYC) 0.0 $27k NEW 55.00 490.91
Eastman Chemical Company (EMN) 0.0 $26k 260.00 100.00
Dominion Resources (D) 0.0 $26k 350.00 74.29
Matsushita Elec Ind- 0.0 $25k NEW 400.00 62.50
Intuitive Surgical (ISRG) 0.0 $24k 24.00 1000.00
Palo Alto Networks (PANW) 0.0 $24k 50.00 480.00
Green Thumb Industries (GTBIF) 0.0 $24k +11% 870.00 27.59
American Electric Power Company (AEP) 0.0 $23k 280.00 82.14
iShares S&P Asia 50 Index Fund (AIA) 0.0 $23k 300.00 76.67
Novocure Ltd ord (NVCR) 0.0 $23k 200.00 115.00
Wisdomtree Tr cloud computng (WCLD) 0.0 $23k 400.00 57.50
Etf Ser Solutions Defiance Next ef (FIVG) 0.0 $22k 600.00 36.67
IDEXX Laboratories (IDXX) 0.0 $22k 35.00 628.57
Kimberly-Clark Corporation (KMB) 0.0 $21k 160.00 131.25
Deutsche Telekom (DTEGY) 0.0 $21k 300.00 70.00
Beyond Meat (BYND) 0.0 $21k 200.00 105.00
Rio Tinto (RIO) 0.0 $20k 300.00 66.67
Verisk Analytics (VRSK) 0.0 $20k 100.00 200.00
PNC Financial Services (PNC) 0.0 $20k 101.00 198.02
Diageo (DEO) 0.0 $20k 102.00 196.08
At&t (T) 0.0 $19k -48% 700.00 27.14
Viatris (VTRS) 0.0 $19k -3% 1.4k 13.78
NetEase (NTES) 0.0 $19k 225.00 84.44
Paychex (PAYX) 0.0 $18k 160.00 112.50
Deckers Outdoor Corporation (DECK) 0.0 $18k 50.00 360.00
Kraft Heinz (KHC) 0.0 $18k 500.00 36.00
Newmont Mining Corporation (NEM) 0.0 $17k 306.00 55.56
Alibaba Group Holding (BABA) 0.0 $17k -55% 115.00 147.83
Deere & Company (DE) 0.0 $17k -50% 50.00 340.00
Cimarex Energy (XEC) 0.0 $17k NEW 200.00 85.00
SJW (SJW) 0.0 $17k 250.00 68.00
AstraZeneca (AZN) 0.0 $16k 265.00 60.38
BHP Billiton (BHP) 0.0 $16k 300.00 53.33
Marvell Technology Group 0.0 $15k 250.00 60.00
Ciena Corporation (CIEN) 0.0 $15k -53% 300.00 50.00
Immunitybio (IBRX) 0.0 $15k 1.5k 10.00
iShares Silver Trust (SLV) 0.0 $14k 690.00 20.29
J Global (JCOM) 0.0 $14k 100.00 140.00
Hewlett Packard Enterprise (HPE) 0.0 $14k 1.0k 14.00
DTE Energy Company (DTE) 0.0 $13k 115.00 113.04
Biogen Idec (BIIB) 0.0 $13k 46.00 282.61
Vestas Wind Sys As 0.0 $13k 325.00 40.00
Focus Finl Partners (FOCS) 0.0 $13k 250.00 52.00
MannKind Corporation 0.0 $13k 3.0k 4.33
Genuine Parts Company (GPC) 0.0 $12k 100.00 120.00
Thor Industries (THO) 0.0 $12k 100.00 120.00
Jones Lang LaSalle Incorporated (JLL) 0.0 $12k NEW 50.00 240.00
Tesla Motors (TSLA) 0.0 $12k 15.00 800.00
Booking Holdings (BKNG) 0.0 $12k 5.00 2400.00
Grayscale Bitcoin Ord (GBTC) 0.0 $12k -36% 345.00 34.78
Pinterest Inc Cl A (PINS) 0.0 $11k -47% 210.00 52.38
Gladstone Capital Corporation (GLAD) 0.0 $11k 1.0k 11.00
Delta Air Lines (DAL) 0.0 $11k -28% 250.00 44.00
BioMarin Pharmaceutical (BMRN) 0.0 $11k 147.00 74.83
wisdomtreetrusdivd.. (DGRW) 0.0 $11k 190.00 57.89
Baidu (BIDU) 0.0 $10k 63.00 158.73
PacWest Ban (PACW) 0.0 $10k 212.00 47.17
Fisker Inc Cl A Com Stk (FSR) 0.0 $10k +17% 660.00 15.15
Hewlett-Packard Company 0.0 $9.0k 320.00 28.12
iShares MSCI EMU Index (EZU) 0.0 $9.0k 180.00 50.00
M.D.C. Holdings (MDC) 0.0 $9.0k 200.00 45.00
Invesco Etf s&p500 eql stp (RHS) 0.0 $9.0k 60.00 150.00
Proshares Tr pshs short dow 30 (DOG) 0.0 $9.0k 250.00 36.00
O'reilly Automotive (ORLY) 0.0 $9.0k 14.00 642.86
Icon (ICLR) 0.0 $8.0k NEW 30.00 266.67
NRG Energy (NRG) 0.0 $8.0k NEW 200.00 40.00
Trimble Navigation (TRMB) 0.0 $8.0k NEW 100.00 80.00
Hercules Technology Growth Capital (HTGC) 0.0 $8.0k 500.00 16.00
iShares Russell 2000 Index (IWM) 0.0 $8.0k NEW 35.00 228.57
Imax Corp Cad (IMAX) 0.0 $8.0k 435.00 18.39
Vanguard Europe Pacific ETF (VEA) 0.0 $8.0k 150.00 53.33
General Electric Company 0.0 $7.0k -89% 68.00 102.94
Jack in the Box (JACK) 0.0 $7.0k 70.00 100.00
Shopify Inc cl a (SHOP) 0.0 $7.0k 5.00 1400.00
Johnson Controls International Plc equity (JCI) 0.0 $7.0k 100.00 70.00
LVMH Moet Hennessy Louis Vuitton SA (LVMUY) 0.0 $7.0k 51.00 137.25
Vanguard High Dividend Yield ETF (VYM) 0.0 $6.0k NEW 58.00 103.45
Pulte (PHM) 0.0 $6.0k NEW 125.00 48.00
Mattel (MAT) 0.0 $6.0k 300.00 20.00
Carvana Co cl a (CVNA) 0.0 $6.0k 20.00 300.00
Uber Technologies (UBER) 0.0 $5.0k 120.00 41.67
Lamb Weston Hldgs (LW) 0.0 $5.0k 76.00 65.79
Rockwell Automation (ROK) 0.0 $5.0k 18.00 277.78
Big Lots (BIG) 0.0 $5.0k 125.00 40.00
Pan American Silver Corp Can (PAAS) 0.0 $5.0k 200.00 25.00
Tilray (TLRY) 0.0 $5.0k +86% 430.00 11.63
One Stop Systems (OSS) 0.0 $5.0k 925.00 5.41
Cleveland-cliffs (CLF) 0.0 $5.0k NEW 265.00 18.87
NuVasive (NUVA) 0.0 $4.0k 65.00 61.54
Reality Shs Etf Tr Nsd Nxgn Eco Etf (BLCN) 0.0 $4.0k 100.00 40.00
Schlumberger (SLB) 0.0 $4.0k 145.00 27.59
Infinera (INFN) 0.0 $4.0k 480.00 8.33
Dt Midstream (DTM) 0.0 $3.0k NEW 57.00 52.63
PriceSmart (PSMT) 0.0 $3.0k 35.00 85.71
Anheuser-busch Cos 0.0 $3.0k 60.00 50.00
Northern Star Resources (NESRF) 0.0 $3.0k 500.00 6.00
Vanguard Small-Cap Value ETF (VBR) 0.0 $3.0k NEW 19.00 157.89
Workhorse Group Inc ordinary shares (WKHS) 0.0 $2.0k 230.00 8.70
Hawaiian Holdings (HA) 0.0 $2.0k 75.00 26.67
Energy Select Sector SPDR (XLE) 0.0 $2.0k 40.00 50.00
Cal-Maine Foods (CALM) 0.0 $2.0k 50.00 40.00
Six Flags Entertainment (SIX) 0.0 $2.0k 50.00 40.00
Marathon Petroleum Corp (MPC) 0.0 $2.0k 40.00 50.00
Pagerduty (PD) 0.0 $2.0k +66% 50.00 40.00
Sos (SOS) 0.0 $2.0k 1.0k 2.00
Pet Acquisition LLC -Class A (WOOF) 0.0 $2.0k 80.00 25.00
Oatly Group Ads Rep Ord (OTLY) 0.0 $2.0k NEW 100.00 20.00
Wheels Up Experience Inc Com Cl A (UP) 0.0 $2.0k NEW 250.00 8.00
Nutanix Inc cl a (NTNX) 0.0 $2.0k 60.00 33.33
Stoneco (STNE) 0.0 $2.0k 45.00 44.44
Viacomcbs (VIAC) 0.0 $2.0k 60.00 33.33
Root (ROOT) 0.0 $1.0k +50% 150.00 6.67
SkyWest (SKYW) 0.0 $1.0k 15.00 66.67
Las Vegas Sands (LVS) 0.0 $1.0k NEW 20.00 50.00
Exelon Corporation (EXC) 0.0 $1.0k 16.00 62.50
Discovery Communications (DISCA) 0.0 $1.0k 50.00 20.00
Southwestern Energy Company (SWN) 0.0 $1.0k 250.00 4.00
Avis Budget (CAR) 0.0 $1.0k +400% 125.00 8.00
ON Semiconductor (ON) 0.0 $1.0k 25.00 40.00
Strattec Security (STRT) 0.0 $1.0k 20.00 50.00
Hyatt Hotels Corporation (H) 0.0 $1.0k 10.00 100.00
Compugen (CGEN) 0.0 $1.0k 100.00 10.00
First Trust Global Wind Energy (FAN) 0.0 $1.0k 25.00 40.00
iShares S&P Global Infrastructure Index (IGF) 0.0 $1.0k 25.00 40.00
Tencent Holdings Ltd - (TCEHY) 0.0 $1.0k 10.00 100.00
Norwegian Cruise Line Hldgs (NCLH) 0.0 $1.0k -88% 50.00 20.00
Energous (WATT) 0.0 $1.0k 500.00 2.00
Yext (YEXT) 0.0 $1.0k 100.00 10.00
Riot Blockchain (RIOT) 0.0 $1.0k 20.00 50.00
Pagseguro Digital Ltd-cl A (PAGS) 0.0 $1.0k 10.00 100.00
Nio Inc spon ads (NIO) 0.0 $1.0k 20.00 50.00
Michael Kors Holdings Ord (CPRI) 0.0 $1.0k 20.00 50.00
Palantir Technologies (PLTR) 0.0 $1.0k 25.00 40.00
Airbnb (ABNB) 0.0 $1.0k 5.00 200.00
Appharvest (APPH) 0.0 $1.0k +300% 200.00 5.00
Lucid Group (LCID) 0.0 $1.0k NEW 25.00 40.00
Spirit Airlines (SAVE) 0.0 $999.999000 NEW 45.00 22.22
Summit Matls Inc cl a (SUM) 0.0 $999.999000 30.00 33.33
Vistra Energy (VST) 0.0 $999.999000 35.00 28.57
Li Auto (LI) 0.0 $999.999000 30.00 33.33
American Outdoor (AOUT) 0.0 $999.999000 55.00 18.18
Sabra Health Care REIT (SBRA) 0.0 $999.998000 62.00 16.13
Realreal (REAL) 0.0 $999.997500 +50% 75.00 13.33
LightPath Technologies (LPTH) 0.0 $999.990000 300.00 3.33
Sharc Int'l Systems (INTWF) 0.0 $999.900000 3.0k 0.33
Nortel Networks Corporation 0.0 $0 464.00 0.00
Lehman Brothers Holdings 0.0 $0 1.2k 0.00
SatCon Technology Corporation (SATC) 0.0 $0 NEW 13k 0.00
Vanguard REIT ETF (VNQ) 0.0 $0 1.00 0.00
First Majestic Silver Corp (AG) 0.0 $0 29.00 0.00
Pfd) Crown Northcorp 0.0 $0 22.00 0.00
Pipesaver Technologies 0.0 $0 1.5k 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 (TURV) 0.0 $0 55.00 0.00
Syros Pharmaceuticals (SYRS) 0.0 $0 100.00 0.00
Cresco Labs (CRLBF) 0.0 $0 37.00 0.00
Sprott Etf Tr gold miners etf (SGDM) 0.0 $0 19.00 0.00
Sprott Etf Tr jr gold miners e (SGDJ) 0.0 $0 12.00 0.00
Treasury Metals (TSRMF) 0.0 $0 438.00 0.00
Advisorshares Tr (MSOS) 0.0 $0 -99% 9.00 0.00
Mosaic Immunoengineering (CPMV) 0.0 $0 1.00 0.00
Skillz (SKLZ) 0.0 $0 50.00 0.00
Sofi Technologies (SOFI) 0.0 $0 NEW 25.00 0.00

Past Filings by West Oak Capital

SEC 13F filings are viewable for West Oak Capital going back to 2011

View all past filings