West Oak Capital, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1387399
Institutional-grade research for retail investors
13F Reported Value
ⓘ$2.5M
Holdings
279
Latest Filing
2025-09-30
Filing Quarter
Q3 2025
Portfolio Overview
West Oak Capital, LLC disclosed 279 positions worth $2.5M in its Form 13F-HR for Q3 2025. During the quarter the fund opened 15 new positions and exited 43 and a full exit from $KLAC. The portfolio is most concentrated in Technology (30.6% of disclosed assets). All figures are sourced directly from West Oak Capital, LLC’s Form 13F-HR filing with the SEC under CIK 1387399.
AI Fund Analysis
StableJefferies Group Inc New
4.8% weight
Held 7 quarters
$NVDA4.4% weight
Held 7 quarters
$AVGO4.3% weight
Held 7 quarters
$ORCL2.8% weight
Held 7 quarters
$AAPL2.6% weight
Held 7 quarters
$TGT4 quarters accumulating
DFA International Core Equ
2 quarters accumulating
DFA US Small Cap ETF
2 quarters accumulating
$SCHW2 quarters accumulating
$EMR2 quarters accumulating
Sector Allocation
TechnologyOtherFinancialsConsumer DiscretionaryIndustrialsHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q3 2025
Click any card to unlockTop Holdings
AI Quality Scored
DFA International Core Equities
—Quality
$126.3K347,345 shJefferies Group Inc New
—Quality
$119.8K183,107 sh- 90.2#1
Quality
$111.2K59,599 sh - 86.4
Quality
$107.1K32,455 sh - 67.2
Quality
$69.9K24,840 sh - 76.1
Quality
$66.6K26,168 sh - 83.7
Quality
$64.8K12,502 sh - 35.6
Quality
$64.2K20,352 sh DFA US Small Cap ETF
—Quality
$64.0K93,555 sh- 80.2
Quality
$57.8K23,752 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| DFA International Core Equities | — | $126.3K | 347,345 |
| Jefferies Group Inc New | — | $119.8K | 183,107 |
| NVIDIA CORP$NVDA | 90.2#1 | $111.2K | 59,599 |
| Broadcom Inc.$AVGO | 86.4 | $107.1K | 32,455 |
| ORACLE CORP$ORCL | 67.2 | $69.9K | 24,840 |
| Apple Inc.$AAPL | 76.1 | $66.6K | 26,168 |
 MICROSOFT CORP$MSFT | 83.7 | $64.8K | 12,502 |
 JPMORGAN CHASE & CO$JPM | 35.6 | $64.2K | 20,352 |
| DFA US Small Cap ETF | — | $64.0K | 93,555 |
 Alphabet Inc.$GOOGL | 80.2 | $57.8K | 23,752 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of West Oak Capital, LLC's 279 positions.
Showing top 10 of 279 holdings.
Sector Allocation
Technology
$771,887
Other
$644,257
Financials
$237,489
Consumer Discretionary
$196,810
Industrials
$176,341
Healthcare
$167,881
Consumer Staples
$106,685
Materials
$81,126
Full Holdings — West Oak Capital, LLC (Q3 2025)
All 279 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | DFA International Core Equities | $126,260 | 5.0% | +1% | — |
| 2 | — | Jefferies Group Inc New | $119,789 | 4.8% | -11% | — |
| 3 | $NVDA | NVIDIA CORP | $111,200 | 4.4% | -14% | 90.2 |
| 4 | $AVGO | Broadcom Inc. | $107,072 | 4.3% | -7% | 86.4 |
| 5 | $ORCL | ORACLE CORP | $69,860 | 2.8% | -4% | 67.2 |
| 6 | $AAPL | Apple Inc. | $66,632 | 2.6% | -8% | 76.1 |
| 7 | $MSFT | MICROSOFT CORP | $64,754 | 2.6% | -3% | 83.7 |
| 8 | $JPM | JPMORGAN CHASE & CO | $64,196 | 2.5% | +3% | 35.6 |
| 9 | — | DFA US Small Cap ETF | $64,048 | 2.5% | +9% | — |
| 10 | $GOOGL | Alphabet Inc. | $57,848 | 2.3% | -5% | 80.2 |
| 11 | — | JP Morgan Ultra Short | $54,236 | 2.1% | -56% | — |
| 12 |  $AMZN | AMAZON COM INC | $50,128 | 2.0% | -6% | 74.6 |
| 13 | — | Schwab Us Large Co Equities ETF | $47,328 | 1.9% | -20% | — |
| 14 |  $ADP | AUTOMATIC DATA PROCESSING INC | $44,104 | 1.8% | -4% | 77.9 |
| 15 |  $GLW | CORNING INC /NY | $42,762 | 1.7% | -4% | 72.7 |
| 16 |  $LLY | ELI LILLY & Co | $42,461 | 1.7% | -2% | 89.3 |
| 17 |  $COST | COSTCO WHOLESALE CORP /NEW | $42,033 | 1.7% | -11% | 67 |
| 18 |  $HD | HOME DEPOT, INC. | $40,669 | 1.6% | -4% | 69.2 |
| 19 | — | American Express Company | $40,115 | 1.6% | -8% | — |
| 20 |  $HUBB | HUBBELL INC | $35,350 | 1.4% | -4% | 68.7 |
| 21 |  $ABT | ABBOTT LABORATORIES | $35,084 | 1.4% | -0% | 67 |
| 22 | $SCHW | SCHWAB CHARLES CORP | $34,433 | 1.4% | +4% | 77.2 |
| 23 |  $C | CITIGROUP INC | $33,641 | 1.3% | -1% | 54.8 |
| 24 |  $CVX | CHEVRON CORP | $32,853 | 1.3% | -3% | 54.7 |
| 25 |  $NEE | NEXTERA ENERGY INC | $31,753 | 1.3% | -2% | 71.7 |
| 26 | $EMR | EMERSON ELECTRIC CO | $31,070 | 1.2% | +0% | 65.9 |
| 27 | — | Wisconsin Energy | $31,042 | 1.2% | -2% | — |
| 28 |  $AMAT | APPLIED MATERIALS INC /DE | $30,920 | 1.2% | -2% | 74.8 |
| 29 |  $ADI | ANALOG DEVICES INC | $30,236 | 1.2% | -5% | 76.2 |
| 30 |  $ASML | ASML HOLDING NV | $29,856 | 1.2% | -0% | — |
| 31 |  $PG | PROCTER & GAMBLE Co | $29,300 | 1.2% | -1% | 72.9 |
| 32 |  $APD | Air Products & Chemicals, Inc. | $28,636 | 1.1% | -3% | 41.2 |
| 33 |  $LEN | LENNAR CORP /NEW/ | $27,579 | 1.1% | -1% | 49.2 |
| 34 |  $NVS | NOVARTIS AG | $27,466 | 1.1% | +0% | — |
| 35 |  $LMT | LOCKHEED MARTIN CORP | $26,783 | 1.1% | -4% | 65 |
| 36 |  $ACN | Accenture plc | $26,606 | 1.1% | +4% | — |
| 37 | — | Amgen Incorporated | $25,943 | 1.0% | -7% | — |
| 38 |  $CL | COLGATE PALMOLIVE CO | $24,932 | 1.0% | +1% | 72.4 |
| 39 |  $TXN | TEXAS INSTRUMENTS INC | $24,537 | 1.0% | -0% | 70.4 |
| 40 |  $DHR | DANAHER CORP /DE/ | $24,457 | 1.0% | -3% | 63.9 |
| 41 |  $CSCO | CISCO SYSTEMS, INC. | $22,893 | 0.9% | +17% | 72.3 |
| 42 |  $CAT | CATERPILLAR INC | $22,445 | 0.9% | -5% | 67.8 |
| 43 |  $XOM | EXXON MOBIL CORP | $21,627 | 0.9% | -2% | 61.8 |
| 44 |  $VZ | VERIZON COMMUNICATIONS INC | $21,019 | 0.8% | +4% | 71.6 |
| 45 |  $MRK | Merck & Co., Inc. | $20,862 | 0.8% | -2% | 70.9 |
| 46 |  $CLSK | CLEANSPARK, INC. | $20,853 | 0.8% | -6% | 40.6 |
| 47 |  $SHW | SHERWIN WILLIAMS CO | $20,717 | 0.8% | -0% | 65.3 |
| 48 |  $ABBV | AbbVie Inc. | $19,931 | 0.8% | -6% | 59.3 |
| 49 |  $PEP | PEPSICO INC | $19,492 | 0.8% | +0% | 62.7 |
| 50 |  $NTRS | NORTHERN TRUST CORP | $19,288 | 0.8% | -3% | 71.8 |
| 51 |  $GIS | GENERAL MILLS INC | $18,625 | 0.7% | +26% | 64.1 |
| 52 | — | Interpublic Group Of Cos | $18,137 | 0.7% | +23% | — |
| 53 | $TGT | TARGET CORP | $15,978 | 0.6% | +42% | 53.1 |
| 54 |  $J | JACOBS SOLUTIONS INC. | $14,401 | 0.6% | -3% | 47.7 |
| 55 |  $SYY | SYSCO CORP | $13,277 | 0.5% | +29% | 58.4 |
| 56 | — | Constellation Brand Cl A | $12,562 | 0.5% | -2% | — |
| 57 | — | Schwab US Dividend | $12,116 | 0.5% | -30% | — |
| 58 | — | Invesco S&P 500 Equal Weight ETF | $11,483 | 0.5% | -6% | — |
| 59 |  $MA | Mastercard Inc | $10,239 | 0.4% | -1% | 81.7 |
| 60 | — | iShares S&P 500 Value | $9,677 | 0.4% | -12% | — |
| 61 |  $SPB | Spectrum Brands Holdings, Inc. | $9,277 | 0.4% | -26% | 44.8 |
| 62 |  $MMM | 3M CO | $8,325 | 0.3% | +2% | 60.7 |
| 63 | — | iShares Core S&P 500 ETF | $8,005 | 0.3% | +11% | — |
| 64 |  $TT | Trane Technologies plc | $7,954 | 0.3% | +0% | — |
| 65 |  $META | Meta Platforms, Inc. | $7,843 | 0.3% | -30% | 80.9 |
| 66 |  $AFL | AFLAC INC | $7,311 | 0.3% | -13% | 60.3 |
| 67 |  $MS | MORGAN STANLEY | $7,177 | 0.3% | +0% | — |
| 68 |  $JNJ | JOHNSON & JOHNSON | $6,953 | 0.3% | -79% | 72.8 |
| 69 |  $TSCO | TRACTOR SUPPLY CO /DE/ | $6,753 | 0.3% | -9% | 60.7 |
| 70 |  $RTX | RTX Corp | $5,999 | 0.2% | -4% | 70 |
| 71 | — | Schwab Us Small Co Equities ETF | $5,882 | 0.2% | -25% | — |
| 72 |  $TROW | PRICE T ROWE GROUP INC | $5,594 | 0.2% | -5% | 75.8 |
| 73 | — | Vanguard Dividend | $5,287 | 0.2% | -22% | — |
| 74 |  $SHEL | Shell plc | $5,225 | 0.2% | -6% | — |
| 75 | — | Vanguard Growth | $5,026 | 0.2% | +0% | — |
| 76 |  $ECL | ECOLAB INC. | $5,003 | 0.2% | -1% | 64.3 |
| 77 |  $CB | Chubb Ltd | $4,897 | 0.2% | +0% | — |
| 78 |  $GOOG | Alphabet Inc. | $4,789 | 0.2% | -39% | 80.2 |
| 79 | — | Schwab International Equities ETF | $4,685 | 0.2% | -34% | — |
| 80 | — | iShares Russell Midcap Index | $4,441 | 0.2% | +0% | — |
| 81 | — | E O G Resources Inc | $4,440 | 0.2% | -3% | — |
| 82 |  $PH | Parker-Hannifin Corp | $4,359 | 0.2% | -2% | 73.8 |
| 83 |  $GS | GOLDMAN SACHS GROUP INC | $4,300 | 0.2% | -20% | — |
| 84 |  $WFC | WELLS FARGO & COMPANY/MN | $4,275 | 0.2% | -17% | — |
| 85 |  $V | VISA INC. | $4,250 | 0.2% | -35% | 83.5 |
| 86 |  $BRK-A | BERKSHIRE HATHAWAY INC | $4,228 | 0.2% | -9% | 64.5 |
| 87 | — | Fidelity Natl Finl Inc | $3,932 | 0.2% | +0% | — |
| 88 |  $KO | COCA COLA CO | $3,908 | 0.1% | +0% | 74 |
| 89 |  $PM | Philip Morris International Inc. | $3,904 | 0.1% | -6% | 80.5 |
| 90 |  $NOW | ServiceNow, Inc. | $3,902 | 0.1% | -13% | 76 |
| 91 |  $VTS | Vitesse Energy, Inc. | $3,772 | 0.1% | +0% | 45.5 |
| 92 |  $ANET | Arista Networks, Inc. | $3,497 | 0.1% | -37% | 86 |
| 93 |  $RY | ROYAL BANK OF CANADA | $3,312 | 0.1% | +0% | — |
| 94 | — | Intrcontinentalexchange | $3,201 | 0.1% | -9% | — |
| 95 |  $AME | AMETEK INC/ | $3,196 | 0.1% | +0% | 74.2 |
| 96 |  $LRCX | LAM RESEARCH CORP | $3,013 | 0.1% | -15% | 82.4 |
| 97 |  $PSA | Public Storage | $3,010 | 0.1% | -5% | 73.9 |
| 98 |  $VTR | Ventas, Inc. | $2,933 | 0.1% | -1% | 70.3 |
| 99 | — | Mc Donalds Corp | $2,914 | 0.1% | +0% | — |
| 100 | — | Fidelity Natl Info Svcs | $2,835 | 0.1% | +0% | — |
| 101 |  $EQIX | EQUINIX INC | $2,804 | 0.1% | -5% | 61.4 |
| 102 |  $MAA | MID AMERICA APARTMENT COMMUNITIES INC. | $2,746 | 0.1% | -6% | 63.7 |
| 103 | — | Sector SPDR Fincl Select | $2,702 | 0.1% | +0% | — |
| 104 |  $RVTY | REVVITY, INC. | $2,695 | 0.1% | +0% | 52.4 |
| 105 |  $AVB | AVALONBAY COMMUNITIES INC | $2,685 | 0.1% | -8% | 57.5 |
| 106 |  $HON | HONEYWELL INTERNATIONAL INC | $2,642 | 0.1% | +0% | 65.7 |
| 107 |  $DIS | Walt Disney Co | $2,576 | 0.1% | +0% | 68.9 |
| 108 |  $CARR | CARRIER GLOBAL Corp | $2,552 | 0.1% | +0% | 61.5 |
| 109 |  $CRM | Salesforce, Inc. | $2,299 | 0.1% | -25% | 75.2 |
| 110 |  $CNNE | Cannae Holdings, Inc. | $2,148 | 0.1% | +0% | 17.4 |
| 111 |  $UNP | UNION PACIFIC CORP | $1,997 | 0.1% | +0% | 74 |
| 112 |  $MKC | MCCORMICK & CO INC | $1,974 | 0.1% | -2% | 73.7 |
| 113 |  $QCOM | QUALCOMM INC/DE | $1,921 | 0.1% | +0% | 81.9 |
| 114 |  $CI | Cigna Group | $1,911 | 0.1% | -41% | 66.8 |
| 115 |  $LEN.B | LENNAR CORP /NEW/ | $1,866 | 0.1% | +0% | 49.2 |
| 116 |  $MO | ALTRIA GROUP, INC. | $1,810 | 0.1% | +0% | 72.1 |
| 117 |  $WMT | Walmart Inc. | $1,754 | 0.1% | -42% | 63.2 |
| 118 |  $STRL | STERLING INFRASTRUCTURE, INC. | $1,698 | 0.1% | -26% | 73.3 |
| 119 | — | Sector SPDR Indl Select | $1,596 | 0.1% | +0% | — |
| 120 |  $ENTG | ENTEGRIS INC | $1,572 | 0.1% | +0% | 57.7 |
| 121 |  $HWM | Howmet Aerospace Inc. | $1,570 | 0.1% | -20% | 79.1 |
| 122 |  $MYRG | MYR GROUP INC. | $1,560 | 0.1% | -44% | 61.3 |
| 123 |  $VLO | VALERO ENERGY CORP/TX | $1,532 | 0.1% | -33% | 51.4 |
| 124 |  $AJG | Arthur J. Gallagher & Co. | $1,465 | 0.1% | -35% | 72.1 |
| 125 |  $ALL | ALLSTATE CORP | $1,423 | 0.1% | +0% | 76.6 |
| 126 |  $SBUX | STARBUCKS CORP | $1,354 | 0.1% | +0% | 54.6 |
| 127 | — | Streettracks Gold Trust Index | $1,351 | 0.1% | -21% | — |
| 128 | — | Schwab Us Reit ETF | $1,293 | 0.1% | +169% | — |
| 129 |  $AMP | AMERIPRISE FINANCIAL INC | $1,253 | 0.1% | -43% | 70.2 |
| 130 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1,242 | 0.1% | -9% | 66.7 |
| 131 |  $MCK | MCKESSON CORP | $1,236 | 0.1% | -37% | 63.7 |
| 132 | — | Broadridge | $1,191 | 0.1% | +0% | — |
| 133 |  $AVY | Avery Dennison Corp | $1,135 | 0.1% | +0% | 62.9 |
| 134 | — | D R Horton Co | $1,085 | 0.0% | -56% | — |
| 135 | — | Sector SPDR Health Fund | $1,065 | 0.0% | +0% | — |
| 136 | — | New Era Energy & Digital Inc. COM U | $1,044 | 0.0% | NEW | — |
| 137 | — | Flexshares Qual Div Etf | $1,032 | 0.0% | +0% | — |
| 138 | — | Proshares S&P 500 Div Aristrocrats | $1,023 | 0.0% | +0% | — |
| 139 | — | Sector SPDR Technology Shares | $958 | 0.0% | -23% | — |
| 140 |  $BAC | BANK OF AMERICA CORP /DE/ | $934 | 0.0% | -35% | 68.4 |
| 141 | — | iShares Dow Jones Select Dividend F | $924 | 0.0% | +0% | — |
| 142 |  $MDLZ | Mondelez International, Inc. | $850 | 0.0% | -26% | 53.9 |
| 143 |  $USB | US BANCORP DE | $848 | 0.0% | +0% | 71.4 |
| 144 |  $PWR | QUANTA SERVICES, INC. | $829 | 0.0% | -33% | 62.6 |
| 145 |  $ELV | Elevance Health, Inc. | $808 | 0.0% | +0% | 59.4 |
| 146 |  $GRMN | GARMIN LTD | $801 | 0.0% | +0% | — |
| 147 | — | iShares S&P Midcap 400 Index | $750 | 0.0% | +0% | — |
| 148 |  $GILD | GILEAD SCIENCES, INC. | $738 | 0.0% | +0% | 77.8 |
| 149 |  $BSX | BOSTON SCIENTIFIC CORP | $708 | 0.0% | +123% | 79.9 |
| 150 |  $TDY | TELEDYNE TECHNOLOGIES INC | $703 | 0.0% | +0% | 70.2 |
| 151 |  $BMY | BRISTOL MYERS SQUIBB CO | $672 | 0.0% | +0% | 70.1 |
| 152 |  $TW | Tradeweb Markets Inc. | $666 | 0.0% | +0% | 80.9 |
| 153 |  $VST | Vistra Corp. | $656 | 0.0% | +857% | 62.9 |
| 154 |  $SYK | STRYKER CORP | $647 | 0.0% | -42% | 69.8 |
| 155 | — | SPDRE S&P Dividend ETF | $595 | 0.0% | +0% | — |
| 156 |  $EVR | Evercore Inc. | $590 | 0.0% | +0% | 76.1 |
| 157 | — | Vanguard S&P 500 ETF | $570 | 0.0% | +0% | — |
| 158 |  $AMD | ADVANCED MICRO DEVICES INC | $558 | 0.0% | -30% | 78.8 |
| 159 | — | Clorox Company | $555 | 0.0% | -40% | — |
| 160 |  $SLV | iShares Silver Trust | $549 | 0.0% | +0% | — |
| 161 |  $CW | CURTISS WRIGHT CORP | $543 | 0.0% | +0% | 70.7 |
| 162 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $523 | 0.0% | +29% | 75.4 |
| 163 | — | Piper Sandler Cos | $520 | 0.0% | +0% | — |
| 164 |  $TSLA | Tesla, Inc. | $511 | 0.0% | +64% | 50.1 |
| 165 |  $UNH | UNITEDHEALTH GROUP INC | $432 | 0.0% | +0% | 66.8 |
| 166 |  $DUK | Duke Energy CORP | $387 | 0.0% | +0% | 64 |
| 167 |  $FISV | FISERV INC | $387 | 0.0% | -25% | 67.4 |
| 168 |  $ETN | Eaton Corp plc | $374 | 0.0% | +0% | — |
| 169 |  $CMG | CHIPOTLE MEXICAN GRILL INC | $353 | 0.0% | -67% | 72.9 |
| 170 |  $VLTO | Veralto Corp | $350 | 0.0% | -2% | 74.4 |
| 171 |  $KMB | KIMBERLY CLARK CORP | $348 | 0.0% | +70% | 61.7 |
| 172 |  $CHD | CHURCH & DWIGHT CO INC /DE/ | $330 | 0.0% | -51% | 65.3 |
| 173 |  $CAVA | CAVA GROUP, INC. | $326 | 0.0% | +1% | 62.7 |
| 174 |  $HEI | HEICO CORP | $323 | 0.0% | +0% | 79.2 |
| 175 | — | Hewlett-Packard Company | $308 | 0.0% | +140% | — |
| 176 |  $DECK | DECKERS OUTDOOR CORP | $307 | 0.0% | -50% | 83.2 |
| 177 | — | iShares S&P Asia 50 | $284 | 0.0% | +0% | — |
| 178 |  $COLB | COLUMBIA BANKING SYSTEM, INC. | $282 | 0.0% | NEW | 33 |
| 179 | — | Vanguard FTSE Europe ETF | $275 | 0.0% | +0% | — |
| 180 |  $BAH | Booz Allen Hamilton Holding Corp | $275 | 0.0% | -50% | 65.5 |
| 181 |  $BKNG | Booking Holdings Inc. | $270 | 0.0% | +0% | 55.3 |
| 182 |  $ISRG | INTUITIVE SURGICAL INC | $268 | 0.0% | +0% | 81.4 |
| 183 |  $IIPR | INNOVATIVE INDUSTRIAL PROPERTIES INC | $268 | 0.0% | NEW | 56.3 |
| 184 |  $MET | METLIFE INC | $268 | 0.0% | +0% | 73.9 |
| 185 | — | Adobe Systems Inc | $265 | 0.0% | -35% | — |
| 186 |  $NKE | NIKE, Inc. | $261 | 0.0% | -35% | 53.4 |
| 187 |  $NMAX | Newsmax Inc. | $248 | 0.0% | +0% | 33.1 |
| 188 |  $ORLY | O REILLY AUTOMOTIVE INC | $226 | 0.0% | +0% | 72.7 |
| 189 | — | iShares Exponential Tech ETF | $216 | 0.0% | +0% | — |
| 190 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $215 | 0.0% | -70% | — |
| 191 |  $CAH | CARDINAL HEALTH INC | $204 | 0.0% | +0% | 58.6 |
| 192 |  $JXN | Jackson Financial Inc. | $202 | 0.0% | -56% | 67.5 |
| 193 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $201 | 0.0% | +0% | 70.9 |
| 194 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $196 | 0.0% | -4% | 76.6 |
| 195 |  $GPC | GENUINE PARTS CO | $195 | 0.0% | +0% | 54.2 |
| 196 | — | Sector SPDR Engy Select | $179 | 0.0% | +0% | — |
| 197 |  $BAX | BAXTER INTERNATIONAL INC | $171 | 0.0% | +0% | 45.7 |
| 198 |  $BEN | FRANKLIN RESOURCES INC | $170 | 0.0% | +0% | 59.9 |
| 199 |  $AMTM | Amentum Holdings, Inc. | $167 | 0.0% | -9% | 55.6 |
| 200 |  $INTC | INTEL CORP | $166 | 0.0% | -62% | 41.5 |
| 201 | — | D T E Energy Company | $163 | 0.0% | +0% | — |
| 202 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $159 | 0.0% | +0% | — |
| 203 |  $FIG | Figma, Inc. | $156 | 0.0% | NEW | 45.2 |
| 204 |  $IAU | ISHARES GOLD TRUST | $151 | 0.0% | +0% | — |
| 205 | — | Schwab Fundamental US Large Company | $151 | 0.0% | +0% | — |
| 206 |  $COP | CONOCOPHILLIPS | $142 | 0.0% | -76% | 74.8 |
| 207 | — | General Electric Company | $135 | 0.0% | -34% | — |
| 208 |  $AZN | ASTRAZENECA PLC | $134 | 0.0% | +0% | — |
| 209 |  $PYPL | PayPal Holdings, Inc. | $134 | 0.0% | +0% | 70.5 |
| 210 |  $HTO | H2O AMERICA | $125 | 0.0% | +2% | 65.9 |
| 211 |  $NFLX | NETFLIX INC | $120 | 0.0% | +0% | 86.7 |
| 212 |  $FDX | FEDEX CORP | $118 | 0.0% | -35% | 60.3 |
| 213 |  $KHC | Kraft Heinz Co | $117 | 0.0% | +0% | 42.5 |
| 214 |  $SRE | SEMPRA | $117 | 0.0% | +0% | 47.6 |
| 215 | — | Wisdomtree US Qlt Div | $116 | 0.0% | +0% | — |
| 216 | — | Pulte Homes Inc | $112 | 0.0% | +0% | — |
| 217 | — | Solventum Corp Com Shs | $110 | 0.0% | +0% | — |
| 218 |  $MRP | Millrose Properties, Inc. | $109 | 0.0% | +0% | 77.2 |
| 219 |  $GEV | GE Vernova Inc. | $105 | 0.0% | +0% | 70.1 |
| 220 |  $NU | Nu Holdings Ltd. | $88 | 0.0% | +0% | — |
| 221 |  $AMT | AMERICAN TOWER CORP /MA/ | $87 | 0.0% | +0% | 69.8 |
| 222 |  $EMN | EASTMAN CHEMICAL CO | $85 | 0.0% | +0% | 49.4 |
| 223 |  $NPWR | NET Power Inc. | $75 | 0.0% | NEW | — |
| 224 |  $OKE | ONEOK INC /NEW/ | $73 | 0.0% | +0% | 72 |
| 225 | — | Global X Copper Miners | $69 | 0.0% | +0% | — |
| 226 |  $PSKY | Paramount Skydance Corp | $66 | 0.0% | NEW | 62.5 |
| 227 |  $NVO | NOVO NORDISK A S | $65 | 0.0% | +588% | — |
| 228 |  $ROK | ROCKWELL AUTOMATION, INC | $63 | 0.0% | +0% | 68.2 |
| 229 | — | Vanguard Total International Stock | $57 | 0.0% | NEW | — |
| 230 |  $MCHP | MICROCHIP TECHNOLOGY INC | $51 | 0.0% | -20% | 40 |
| 231 |  $SLB | SLB LIMITED/NV | $50 | 0.0% | +0% | 63.2 |
| 232 |  $RXRX | RECURSION PHARMACEUTICALS, INC. | $49 | 0.0% | +11% | 13.6 |
| 233 |  $PSMT | PRICESMART INC | $42 | 0.0% | +0% | 51.4 |
| 234 |  $SPOT | Spotify Technology S.A. | $42 | 0.0% | +0% | — |
| 235 | — | Global X Lithium | $37 | 0.0% | +0% | — |
| 236 |  $SRFM | SURF AIR MOBILITY INC. | $37 | 0.0% | -3% | 14.6 |
| 237 | — | Biogen Idec Inc | $35 | 0.0% | -44% | — |
| 238 |  $BKKT | Bakkt, Inc. | $34 | 0.0% | NEW | 48 |
| 239 |  $AFRM | Affirm Holdings, Inc. | $29 | 0.0% | +0% | 71.7 |
| 240 |  $ETHA | iShares Ethereum Trust ETF | $27 | 0.0% | NEW | — |
| 241 | — | 2x Ether ETF | $26 | 0.0% | NEW | — |
| 242 |  $RUM | RUM Group Inc. | $22 | 0.0% | +0% | 24.9 |
| 243 | — | Hive Blockchain Technologies L | $20 | 0.0% | NEW | — |
| 244 | — | Ishares Global | $15 | 0.0% | +0% | — |
| 245 |  $FICO | FAIR ISAAC CORP | $15 | 0.0% | NEW | 75.6 |
| 246 | — | Warner Brothers Discover | $14 | 0.0% | +0% | — |
| 247 |  $JACK | JACK IN THE BOX INC | $14 | 0.0% | +0% | 28 |
| 248 |  $STRT | STRATTEC SECURITY CORP | $14 | 0.0% | +0% | 56.7 |
| 249 |  $SMCI | Super Micro Computer, Inc. | $14 | 0.0% | NEW | 61.9 |
| 250 |  $UPST | Upstart Holdings, Inc. | $13 | 0.0% | +0% | 51.7 |
| 251 | — | Sprott Gold Miners Etf | $12 | 0.0% | +0% | — |
| 252 | — | Sprott Junior Gold | $9 | 0.0% | +0% | — |
| 253 | — | Green Thumb Inds Inc | $8 | 0.0% | +0% | — |
| 254 |  $SLDP | Solid Power, Inc. | $8 | 0.0% | -29% | 14.5 |
| 255 |  $EXC | EXELON CORP | $7 | 0.0% | +0% | 63.9 |
| 256 |  $RIOT | Riot Platforms, Inc. | $7 | 0.0% | +75% | 51.3 |
| 257 |  $MP | MP Materials Corp. / DE | $7 | 0.0% | NEW | 23.5 |
| 258 |  $ALB | ALBEMARLE CORP | $4 | 0.0% | +0% | 50.2 |
| 259 |  $AG | FIRST MAJESTIC SILVER CORP | $4 | 0.0% | +0% | — |
| 260 |  $SYF | Synchrony Financial | $2 | 0.0% | NEW | — |
| 261 |  $DLTR | DOLLAR TREE, INC. | $2 | 0.0% | +0% | 53.2 |
| 262 |  $SFM | Sprouts Farmers Market, Inc. | $2 | 0.0% | +0% | 73.4 |
| 263 |  $MTCH | Match Group, Inc. | $2 | 0.0% | +0% | 66.4 |
| 264 |  $YUM | YUM BRANDS INC | $2 | 0.0% | +0% | 71.7 |
| 265 |  $SMRT | SmartRent, Inc. | $1 | 0.0% | +0% | 17.4 |
| 266 |  $SNAP | Snap Inc | $1 | 0.0% | +0% | 46.8 |
| 267 | — | Vanguard Reit ETF | $1 | 0.0% | +0% | — |
| 268 | — | NeXGold Mining Corp | $1 | 0.0% | +0% | — |
| 269 |  $BROS | Dutch Bros Inc. | $1 | 0.0% | +0% | 65.9 |
| 270 | — | Allogene Therapeutics In | $1 | 0.0% | +0% | — |
| 271 |  $CELH | Celsius Holdings, Inc. | $1 | 0.0% | +0% | 63 |
| 272 | — | Nortell Networks Xxxx | $0 | 0.0% | +0% | — |
| 273 | — | Lehman Bros Holding Inc | $0 | 0.0% | +0% | — |
| 274 | — | Two Rivers Wtr & Farming | $0 | 0.0% | +0% | — |
| 275 |  $QS | QuantumScape Corp | $0 | 0.0% | -99% | — |
| 276 | — | SLS International | $0 | 0.0% | +0% | — |
| 277 | — | Mosaic Immunoengineering | $0 | 0.0% | +0% | — |
| 278 | — | Wheels Up Experience I | $0 | 0.0% | +0% | — |
| 279 | — | Cytogenix Inc Xxx | $0 | 0.0% | +0% | — |
New Positions (15)
New Era Energy & Digital Inc. COM U$1,044
$COLB COLUMBIA BANKING SYSTEM, INC.$282$IIPR INNOVATIVE INDUSTRIAL PROPERTIES INC$268$FIG Figma, Inc.$156$NPWR NET Power Inc.$75$PSKY Paramount Skydance Corp$66 Vanguard Total International Stock$57
$BKKT Bakkt, Inc.$34$ETHA iShares Ethereum Trust ETF$27 2x Ether ETF$26
Hive Blockchain Technologies L$20
$FICO FAIR ISAAC CORP$15$SMCI Super Micro Computer, Inc.$14$MP MP Materials Corp. / DE$7$SYF Synchrony Financial$2Exited Positions (43)
$KLAC KLA CORP Jpmorgan Municipal Etf
$NRG NRG ENERGY, INC. Vanguard Small Cap ETF
$PANW Palo Alto Networks Inc
$MPWR MONOLITHIC POWER SYSTEMS INC
$CINF CINCINNATI FINANCIAL CORP Pacer US Cash Cows 100 ETF
$DINO HF Sinclair Corp
$NTES NetEase, Inc.
$WDAY Workday, Inc.
$PPLT abrdn Platinum ETF Trust
$TTD Trade Desk, Inc.
$BTC Grayscale Bitcoin Mini Trust ETF
$ACI Albertsons Companies, Inc.Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
Berkshire HathawayBridgewater AssociatesCitadel AdvisorsRenaissance TechnologiesTwo Sigma InvestmentsDE Shaw & CoMillennium ManagementAQR Capital ManagementPoint72 Asset ManagementTiger Global ManagementVanguard GroupBlackRock
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for West Oak Capital, LLC including:
Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights
Track West Oak Capital, LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for West Oak Capital, LLC and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
Passwordless sign-in · Payments by Stripe · Auth by Clerk
AI-Powered Hedge Fund Analysis: West Oak Capital, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For West Oak Capital, LLC (SEC CIK: 1387399), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in West Oak Capital, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.