West Oak Capital, LLC 13F Holdings

CIK 0001387399

As of Sep 30, 2025, West Oak Capital, LLC reported 285 positions worth $2.5M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
DFA International Core Equities——347,345 26.3K5.02%
JEFFERIES GROUP INCJEF1Financial Services183,107 19.8K4.76%
NVIDIA CORPNVDATechnology59,599 11.2K4.42%
Broadcom Ltd——32,455 07.1K4.25%
ORACLE CORPORCLTechnology24,840$69.9K2.78%
APPLE INCAAPLTechnology26,168$66.6K2.65%
MICROSOFT CORPMSFTTechnology12,502$64.8K2.57%
JPMORGAN CHASE & COJPMFinancial Services20,352$64.2K2.55%
DFA SMALL CAP ETFDFSTX—93,555$64.0K2.54%
ALPHABET INCGOOGEquity23,752$57.8K2.30%
JPMORGAN ULTRA-SHORT INCOMEJPST—106,912$54.2K2.15%
AMAZON.COM INCAMZNEquity22,830$50.1K1.99%
SCHWAB US LARGE-CAP ETFSCHXEquity179,680$47.3K1.88%
AUTOMATIC DATA PROCESSING INCADPIndustrials15,027$44.1K1.75%
CORNING INCGLWTechnology52,130$42.8K1.70%
ELI LILLY & COLLYHealthcare5,565$42.5K1.69%
COSTCO WHOLESALE CORPCOSTConsumer Defensive4,541$42.0K1.67%
HOME DEPOT INCHDConsumer Cyclical10,037$40.7K1.62%
AMERICAN EXPRESS COAXPFinancial Services12,077$40.1K1.59%
HUBBELL INCHUBBIndustrials8,215$35.4K1.40%
ABBOTT LABORATORIESABTHealthcare26,194$35.1K1.39%
SCHWAB CHARLES CORPSCHWEquity36,067$34.4K1.37%
CITIGROUP INCCFinancial Services33,144$33.6K1.34%
CHEVRON CORPCHVEnergy21,156$32.9K1.31%
NEXTERA ENERGY INCNEEUtilities42,063$31.8K1.26%