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CIK: 0001387399
Total reported value
$2.5M
$2.5M
314 檔
41.5%
The Q4 2024 SEC filing reveals that West Oak Capital, LLC held a total portfolio value of $2.5M, covering 314 public equity positions.
During Q4 2024, West Oak Capital, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including JEFFERIES GROUP INC, NVDA, AVGO) accounted for 41.5% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 314 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Jefferies Group Inc | Stock-Other | 25.49% | -14.61% | +0.02% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 3.74% | +1.47% | -2.51% | |
| 3 | AVGO | Broadcom Inc. | Stock-Tech | 3.26% | +1.95% | -1.52% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.53% | +0.24% | +0.01% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 1.96% | +0.73% | +0.23% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.93% | +0.29% | -0.28% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.87% | — | +194.04% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.81% | +0.67% | -0.21% | |
| 9 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.72% | -0.09% | -0.06% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.64% | +0.86% | -0.43% | |
| 11 | ADP | Automatic Data Processing | Stock-Tech | 1.63% | — | -0.16% | |
| 12 | ORCL | Oracle CORP | Stock-Tech | 1.59% | +1.38% | -0.57% | |
| 13 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.57% | — | -1.37% | |
| 14 | NEE | Nextera Energy Inc | Stock-Utilities | 1.51% | -0.37% | -0.09% | |
| 15 | AXP | American Express Co | Stock-Financials | 1.50% | +0.25% | -0.10% | |
| 16 | HD | Home Depot Inc | Stock-Consumer Disc | 1.33% | +0.29% | +0.16% | |
| 17 | ACN | Accenture plc | Stock-Tech | 1.20% | -0.09% | +0.36% | |
| 18 | HUBB | Hubbell Inc | Stock-Industrials | 1.17% | +0.39% | -0.23% | |
| 19 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.01% | — | +0.30% | |
| 20 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.01% | — | +0.41% | |
| 21 | ABT | Abbott Laboratories | Stock-Healthcare | 0.98% | +0.16% | +0.88% | |
| 22 | CVX | Chevron CORP | Stock-Energy | 0.97% | — | +1.17% | |
| 23 | VTS | Vitesse Energy Inc | Stock-Other | 0.96% | -0.92% | — | |
| 24 | ADI | Analog Devices Inc | Stock-Tech | 0.94% | +0.25% | +0.44% | |
| 25 | EMR | Emerson Electric Co | Stock-Industrials | 0.92% | +0.34% | +0.07% | |
| 26 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.91% | +0.36% | +0.12% | |
| 27 | LEN | Lennar Corp-a | Stock-Consumer Disc | 0.90% | +0.26% | -0.16% | |
| 28 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.89% | — | +0.33% | |
| 29 | C | Citigroup Inc. | Stock-Financials | 0.88% | +0.42% | +0.53% | |
| 30 | GLW | Corning Inc | Stock-Tech | 0.86% | +0.85% | -0.30% | |
| 31 | DHR | Danaher CORP | Stock-Healthcare | 0.85% | +0.15% | -0.48% | |
| 32 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.84% | +0.21% | -1.41% | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.82% | -0.75% | +1.46% | |
| 34 | SPB | Spectrum Brands Holdings Inc | Stock-Other | 0.82% | -0.43% | +1.39% | |
| 35 | ✓ | Wisconsin Energy CORP | Stock-Other | 0.82% | +0.20% | +1.57% | |
| 36 | AMAT | Applied Materials Inc | Stock-Tech | 0.80% | +0.46% | +3.98% | |
| 37 | AMGN | Amgen Inc | Stock-Healthcare | 0.80% | — | -2.27% | |
| 38 | TXN | Texas Instruments Inc | Stock-Tech | 0.77% | +0.16% | +0.39% | |
| 39 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.75% | +0.43% | +24.54% | |
| 40 | MRK | Merck & Co., Inc. | Stock-Healthcare | 0.71% | — | +1.59% | |
| 41 | ✓ | Stock-Other | 0.70% | -0.73% | — | ||
| 42 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.68% | — | +1.95% | |
| 43 | GIS | General Mills Inc | Stock-Consumer Staples | 0.67% | — | +1.67% | |
| 44 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.67% | -0.26% | +195.17% | |
| 45 | CAT | Caterpillar Inc | Stock-Industrials | 0.67% | +0.26% | -1.23% | |
| 46 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.66% | +0.14% | -0.09% | |
| 47 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.65% | +0.27% | +0.67% | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.62% | — | +0.57% | |
| 49 | CSCO | Cisco Systems Inc | Stock-Tech | 0.61% | +0.24% | -0.98% | |
| 50 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.60% | — | +2.81% |
According to official SEC Form 13F filings, West Oak Capital, LLC reported a total U.S. public equity portfolio value of $2.5M across 314 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
During Q4 2024, West Oak Capital, LLC's top holdings by market value included JEFFERIES GROUP INC (25.5%)、NVDA (3.7%)、AVGO (3.3%). The largest single position, JEFFERIES GROUP INC, represented 25.5% of total portfolio value.
In Q4 2024, West Oak Capital, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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