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West Oak Capital, LLC

13F filer · CIK 0001387399
Last filed Oct 3, 2025
Inactive · not filing 13F
13F portfolio value$2.52MU.S. long equity reported on 13F
Positions22812 new · 36 closed
Net flow last quarter-$17.7MBuys minus sells
Top 10 positions weight30.0%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q3 2025Reported Oct 3, 2025228 positions
JEFJefferies Financial Group Inc.$120K4.75%0.09%-11.4%Q2 2018
NVDANvidia Corp$111K4.41%0.00%-14.1%Q2 2016
AVGOBroadcom Inc.$107K4.25%0.00%-7.3%Q3 2016
ORCLOracle Corp$69.9K2.77%0.00%-4.3%Q2 2013
AAPLApple Inc.$66.6K2.64%0.00%-8.2%Q2 2013
MSFTMicrosoft Corp$64.8K2.57%0.00%-3.0%Q2 2013
JPMJPMorgan Chase & Co$64.2K2.55%0.00%+3.0%Q2 2013
GOOGAlphabet Inc.$57.8K2.29%Not reported-5.3%Q2 2016
AMZNAmazon Com Inc$50.1K1.99%0.00%-6.0%Q2 2013
ADPAutomatic Data Processing Inc$44.1K1.75%0.00%-4.2%Q2 2013
GLWCorning Inc$42.8K1.70%0.01%-4.5%Q1 2014
LLYELI LILLY & Co$42.5K1.68%0.00%-2.5%Q2 2013
COSTCostco Wholesale Corp$42K1.67%0.00%-10.6%Q2 2013
HDHome Depot, Inc.$40.7K1.61%0.00%-3.9%Q2 2013
AXPAmerican Express Co$40.1K1.59%0.00%-7.5%Q2 2013
HUBBHubbell Inc$35.4K1.40%0.02%-3.5%Q1 2022
ABTAbbott Laboratories$35.1K1.39%0.00%-0.2%Q2 2013
SCHWSchwab Charles Corp$34.4K1.37%0.00%+3.9%Q2 2013
CVXChevron Corp$32.9K1.30%0.00%-3.0%Q2 2013
NEENextera Energy Inc$31.8K1.26%0.00%-2.4%Q2 2013
EMREmerson Electric Co$31.1K1.23%0.00%0.0%Q2 2013
AMATApplied Materials Inc$30.9K1.23%0.00%-1.7%Q2 2013
ADIAnalog Devices Inc$30.2K1.20%0.00%-5.2%Q2 2013
ASMLAsml Holding NV$29.9K1.18%0.00%-0.4%Q3 2022
PGPROCTER & GAMBLE Co$29.3K1.16%0.00%-0.6%Q2 2013
APDAir Products & Chemicals, Inc.$28.6K1.14%0.00%-2.9%Q2 2013
LENLennar Corp$27.6K1.09%Not reported-1.1%Q2 2013
NVSNovartis AG$27.5K1.09%0.00%0.0%Q2 2013
LMTLockheed Martin Corp$26.8K1.06%0.00%-3.8%Q2 2013
AMGNAmgen Inc$25.9K1.03%0.00%-6.8%Q2 2013
CLColgate Palmolive Co$24.9K0.99%0.00%+1.0%Q2 2013
TXNTexas Instruments Inc$24.5K0.97%0.00%-0.3%Q2 2013
DHRDanaher Corp$24.5K0.97%0.00%-2.7%Q2 2013
CSCOCisco Systems, Inc.$22.9K0.91%0.00%+16.8%Q2 2013
CATCaterpillar Inc$22.4K0.89%0.00%-5.4%Q2 2013
XOMExxonMobil Holdings Corp$21.6K0.86%0.00%-2.4%Q2 2013
VZVerizon Communications Inc$21K0.83%0.00%+3.8%Q2 2013
CLSKCleanspark, Inc.$20.9K0.83%0.00%-5.8%Q4 2023
SHWSherwin Williams Co$20.7K0.82%0.00%-0.4%Q2 2013
ABBVAbbVie Inc.$19.9K0.79%0.00%-6.3%Q2 2013
PEPPepsico Inc$19.5K0.77%0.00%+0.1%Q2 2013
NTRSNorthern Trust Corp$19.3K0.76%0.01%-2.9%Q2 2013
GISGeneral Mills Inc$18.6K0.74%0.01%+26.2%Q2 2013
IPGInterpublic Group of Companies, Inc.$18.1K0.72%0.02%+22.9%Q2 2013
JJacobs Solutions Inc.$14.4K0.57%0.01%-3.0%Q2 2025
SYYSysco Corp$13.3K0.53%0.00%+29.3%Q2 2013
STZConstellation Brands, Inc.$12.6K0.50%Not reported-2.3%Q2 2016
MAMastercard Inc$10.2K0.41%0.00%-0.8%Q1 2015
SPBSpectrum Brands Holdings, Inc.$9.28K0.37%0.07%-25.9%Q4 2019
MMM3m Co$8.33K0.33%0.00%+1.6%Q2 2013
Q2 2025Reported Jul 15, 2025252 positions
JEFJefferies Financial Group Inc.$113K4.43%0.10%-77.9%Q2 2018
NVDANvidia Corp$110K4.29%0.00%-1.1%Q2 2016
AVGOBroadcom Inc.$96.5K3.78%0.00%-1.4%Q3 2016
MSFTMicrosoft Corp$64.1K2.51%0.00%+1.5%Q2 2013
AAPLApple Inc.$58.5K2.29%0.00%+2.0%Q2 2013
JPMJPMorgan Chase & Co$57.3K2.24%0.00%-0.2%Q2 2013
ORCLOracle Corp$56.7K2.22%0.00%+1.0%Q2 2013
AMZNAmazon Com Inc$53.3K2.09%0.00%+4.8%Q2 2013
COSTCostco Wholesale Corp$50.3K1.97%0.00%+5.3%Q2 2013
ADPAutomatic Data Processing Inc$48.4K1.89%0.00%+4.0%Q2 2013
LLYELI LILLY & Co$44.5K1.74%0.00%+5.9%Q2 2013
GOOGAlphabet Inc.$44.5K1.74%Not reported+5.9%Q2 2016
AXPAmerican Express Co$41.7K1.63%0.00%+1.6%Q2 2013
HDHome Depot, Inc.$38.3K1.50%0.00%+11.8%Q2 2013
ABTAbbott Laboratories$35.7K1.40%0.00%+9.5%Q2 2013
HUBBHubbell Inc$34.8K1.36%0.02%+7.8%Q1 2022
SCHWSchwab Charles Corp$31.7K1.24%0.00%+3.8%Q2 2013
EMREmerson Electric Co$31.6K1.24%0.00%+13.1%Q2 2013
CVXChevron Corp$31.2K1.22%0.00%+16.4%Q2 2013
ADIAnalog Devices Inc$30.9K1.21%0.00%+7.0%Q2 2013
PGPROCTER & GAMBLE Co$30.6K1.20%0.00%+15.0%Q2 2013
APDAir Products & Chemicals, Inc.$30.5K1.19%0.00%+12.3%Q2 2013
NEENextera Energy Inc$29.9K1.17%0.00%-27.3%Q2 2013
GLWCorning Inc$28.7K1.12%0.01%+13.1%Q1 2014
AMATApplied Materials Inc$28.1K1.10%0.00%+12.3%Q2 2013
CLColgate Palmolive Co$28.1K1.10%0.00%+12.5%Q2 2013
TXNTexas Instruments Inc$27.8K1.09%0.00%+15.6%Q2 2013
AMGNAmgen Inc$27.5K1.08%0.00%+15.7%Q2 2013
JNJJohnson & Johnson$27.5K1.08%0.00%+12.2%Q2 2013
NVSNovartis AG$25.9K1.01%0.00%+13.2%Q2 2013
LMTLockheed Martin Corp$25.8K1.01%0.00%+13.0%Q2 2013
DHRDanaher Corp$25.1K0.98%0.00%+22.9%Q2 2013
ASMLAsml Holding NV$24.8K0.97%0.00%+22.9%Q3 2022
LENLennar Corp$24.5K0.96%Not reported+17.9%Q2 2013
XOMExxonMobil Holdings Corp$21.2K0.83%0.00%+23.4%Q2 2013
CLSKCleanspark, Inc.$21.1K0.83%0.00%+3422.5%Q4 2023
SHWSherwin Williams Co$20.6K0.81%0.00%+18.4%Q2 2013
VZVerizon Communications Inc$19.9K0.78%0.00%+30.2%Q2 2013
CSCOCisco Systems, Inc.$19.9K0.78%0.00%+1.5%Q2 2013
CATCaterpillar Inc$19.3K0.76%0.00%+0.8%Q2 2013
NTRSNorthern Trust Corp$18.7K0.73%0.01%-5.5%Q2 2013
PEPPepsico Inc$18.3K0.72%0.00%+19.6%Q2 2013
ABBVAbbVie Inc.$17K0.67%0.00%+12.9%Q2 2013
STZConstellation Brands, Inc.$15.5K0.61%Not reported+19.9%Q2 2016
GISGeneral Mills Inc$15.2K0.59%0.01%+2.8%Q2 2013
JJacobs Solutions Inc.$13K0.51%0.01%NewQ2 2025
IPGInterpublic Group of Companies, Inc.$12.9K0.51%0.01%+0.6%Q2 2013
SPBSpectrum Brands Holdings, Inc.$12.6K0.49%0.10%-17.6%Q4 2019
METAMeta Platforms, Inc.$11.2K0.44%Not reported-0.1%Q2 2016
MAMastercard Inc$10.2K0.40%0.00%Not reportedQ1 2015
Q1 2025Reported Apr 16, 2025252 positions
JEFJefferies Financial Group Inc.$501K19.36%0.45%+1.7%Q2 2018
NVDANvidia Corp$76.1K2.94%0.00%-10.8%Q2 2016
AAPLApple Inc.$62.1K2.40%0.00%-2.2%Q2 2013
AVGOBroadcom Inc.$59.5K2.30%0.00%-10.6%Q3 2016
JPMJPMorgan Chase & Co$48.5K1.88%0.00%-7.3%Q2 2013
MSFTMicrosoft Corp$47.7K1.84%0.00%-3.4%Q2 2013
ADPAutomatic Data Processing Inc$46.1K1.78%0.00%-4.4%Q2 2013
COSTCostco Wholesale Corp$45.6K1.76%0.00%-9.3%Q2 2013
LLYELI LILLY & Co$44.5K1.72%0.00%-6.4%Q2 2013
AMZNAmazon Com Inc$44.1K1.70%0.00%-6.6%Q2 2013
NEENextera Energy Inc$42K1.63%0.00%-0.2%Q2 2013
GOOGAlphabet Inc.$37K1.43%Not reported-2.6%Q2 2016
ORCLOracle Corp$35.9K1.39%0.00%-4.6%Q2 2013
AXPAmerican Express Co$34.6K1.34%0.00%-9.9%Q2 2013
HDHome Depot, Inc.$34.2K1.32%0.00%-3.3%Q2 2013
ABTAbbott Laboratories$31.8K1.23%0.00%-2.5%Q2 2013
CVXChevron Corp$31.3K1.21%0.00%-1.0%Q2 2013
APDAir Products & Chemicals, Inc.$28.4K1.10%0.00%-2.5%Q2 2013
PGPROCTER & GAMBLE Co$28.4K1.10%0.00%-2.1%Q2 2013
VTSVitesse Energy, Inc.$27.6K1.07%0.29%+3.3%Q1 2023
JNJJohnson & Johnson$26.6K1.03%0.00%0.0%Q2 2013
AMGNAmgen Inc$26.6K1.03%0.00%-1.2%Q2 2013
SCHWSchwab Charles Corp$26.2K1.01%0.00%-3.3%Q2 2013
HUBBHubbell Inc$26.1K1.01%0.01%Not reportedQ1 2022
CLColgate Palmolive Co$25.7K0.99%0.00%-0.3%Q2 2013
ADIAnalog Devices Inc$24.5K0.95%0.00%-3.0%Q2 2013
EMREmerson Electric Co$22.9K0.89%0.00%-0.8%Q2 2013
FNFFidelity National Financial, Inc.$22.9K0.89%0.01%Not reportedQ2 2013
GLWCorning Inc$22.1K0.85%0.01%-6.2%Q1 2014
LMTLockheed Martin Corp$22K0.85%0.00%+0.8%Q2 2013
LENLennar Corp$21.5K0.83%Not reported+0.1%Q2 2013
DHRDanaher Corp$21.1K0.82%0.00%-0.9%Q2 2013
NVSNovartis AG$21.1K0.82%0.00%+0.7%Q2 2013
TXNTexas Instruments Inc$20.8K0.81%0.00%Not reportedQ2 2013
SPBSpectrum Brands Holdings, Inc.$20.7K0.80%0.11%+5.8%Q4 2019
AMATApplied Materials Inc$19.9K0.77%0.00%-2.1%Q2 2013
XOMExxonMobil Holdings Corp$18.9K0.73%0.00%-1.8%Q2 2013
SHWSherwin Williams Co$17.7K0.68%0.00%-7.1%Q2 2013
CSCOCisco Systems, Inc.$17.4K0.67%0.00%-3.4%Q2 2013
PEPPepsico Inc$17.4K0.67%0.00%-7.9%Q2 2013
ABBVAbbVie Inc.$17K0.66%0.00%-6.3%Q2 2013
GISGeneral Mills Inc$17K0.66%0.01%-4.7%Q2 2013
ASMLAsml Holding NV$16.7K0.65%0.00%+16.5%Q3 2022
CATCaterpillar Inc$16.3K0.63%0.00%-5.2%Q2 2013
VZVerizon Communications Inc$16.1K0.62%0.00%-0.6%Q2 2013
NTRSNorthern Trust Corp$15.4K0.60%0.01%-4.4%Q2 2013
STZConstellation Brands, Inc.$14.6K0.56%Not reported+3.6%Q2 2016
IPGInterpublic Group of Companies, Inc.$14.3K0.55%0.01%-5.4%Q2 2013
CEGConstellation Energy Corp$12K0.46%0.00%+118540.0%Q1 2022
FISFidelity National Information Services, Inc.$10.9K0.42%0.00%Not reportedQ2 2013
Q4 2024Reported Jan 14, 2025256 positions
JEFJefferies Financial Group Inc.$721K25.49%0.45%0.0%Q2 2018
NVDANvidia Corp$106K3.74%0.00%-2.5%Q2 2016
AVGOBroadcom Inc.$92.1K3.26%0.00%-1.5%Q3 2016
AAPLApple Inc.$71.5K2.53%0.00%0.0%Q2 2013
MSFTMicrosoft Corp$55.4K1.96%0.00%+0.2%Q2 2013
AMZNAmazon Com Inc$54.4K1.93%0.00%-0.3%Q2 2013
JPMJPMorgan Chase & Co$51.2K1.81%0.00%-0.2%Q2 2013
COSTCostco Wholesale Corp$48.7K1.72%0.00%-0.1%Q2 2013
GOOGAlphabet Inc.$46.3K1.64%Not reported-0.4%Q2 2016
ADPAutomatic Data Processing Inc$46.2K1.63%0.00%-0.2%Q2 2013
ORCLOracle Corp$44.9K1.59%0.00%-0.6%Q2 2013
LLYELI LILLY & Co$44.5K1.57%0.00%-1.4%Q2 2013
NEENextera Energy Inc$42.6K1.51%0.00%-0.1%Q2 2013
AXPAmerican Express Co$42.3K1.50%0.00%-0.1%Q2 2013
HDHome Depot, Inc.$37.6K1.33%0.00%+0.2%Q2 2013
HUBBHubbell Inc$33.1K1.17%0.01%-0.2%Q1 2022
APDAir Products & Chemicals, Inc.$28.7K1.01%0.00%+0.3%Q2 2013
PGPROCTER & GAMBLE Co$28.6K1.01%0.00%+0.4%Q2 2013
ABTAbbott Laboratories$27.8K0.98%0.00%+0.9%Q2 2013
CVXChevron Corp$27.4K0.97%0.00%+1.2%Q2 2013
VTSVitesse Energy, Inc.$27.1K0.96%0.37%Not reportedQ1 2023
ADIAnalog Devices Inc$26.6K0.94%0.00%+0.4%Q2 2013
EMREmerson Electric Co$26.1K0.92%0.00%+0.1%Q2 2013
SCHWSchwab Charles Corp$25.6K0.91%0.00%+0.1%Q2 2013
LENLennar Corp$25.5K0.90%Not reported-0.2%Q2 2013
CLColgate Palmolive Co$25K0.89%0.00%+0.3%Q2 2013
GLWCorning Inc$24.4K0.86%0.01%-0.3%Q1 2014
DHRDanaher Corp$23.9K0.85%0.00%-0.5%Q2 2013
LMTLockheed Martin Corp$23.8K0.84%0.00%-1.4%Q2 2013
JNJJohnson & Johnson$23.2K0.82%0.00%+1.5%Q2 2013
SPBSpectrum Brands Holdings, Inc.$23.1K0.82%0.10%+1.4%Q4 2019
AMATApplied Materials Inc$22.7K0.80%0.00%+4.0%Q2 2013
AMGNAmgen Inc$22.5K0.80%0.00%-2.3%Q2 2013
TXNTexas Instruments Inc$21.7K0.77%0.00%+0.4%Q2 2013
FNFFidelity National Financial, Inc.$19.8K0.70%0.01%Not reportedQ2 2013
PEPPepsico Inc$19.1K0.68%0.00%+2.0%Q2 2013
GISGeneral Mills Inc$19.1K0.67%0.01%+1.7%Q2 2013
CATCaterpillar Inc$18.9K0.67%0.00%-1.2%Q2 2013
SHWSherwin Williams Co$18.6K0.66%0.00%-0.1%Q2 2013
NVSNovartis AG$18.3K0.65%0.00%+0.7%Q2 2013
XOMExxonMobil Holdings Corp$17.4K0.62%0.00%+0.6%Q2 2013
CSCOCisco Systems, Inc.$17.3K0.61%0.00%-1.0%Q2 2013
STZConstellation Brands, Inc.$17K0.60%Not reported+2.8%Q2 2016
NTRSNorthern Trust Corp$16.7K0.59%0.01%-0.3%Q2 2013
IPGInterpublic Group of Companies, Inc.$15.6K0.55%0.01%+0.8%Q2 2013
ABBVAbbVie Inc.$15.4K0.55%0.00%-2.5%Q2 2013
ASMLAsml Holding NV$15K0.53%0.00%-12.9%Q3 2022
VZVerizon Communications Inc$14.2K0.50%0.00%+0.6%Q2 2013
FISFidelity National Information Services, Inc.$11.8K0.42%0.00%Not reportedQ2 2013
MAMastercard Inc$10.4K0.37%0.00%Not reportedQ1 2015
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