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CIK: 0001387399
Total reported value
$2.5M
$2.5M
312 檔
31.3%
In Q1 2025, West Oak Capital, LLC's U.S. equity holdings reached a combined market value of $2.5M, distributed across 312 disclosed stock positions.
In Q1 2025, West Oak Capital, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 312 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Jefferies Group Inc | Stock-Other | 19.36% | -14.61% | +1.71% | |
| 2 | ✓ | Stock-Other | 3.55% | +1.46% | — | ||
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.94% | +1.47% | -10.84% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.40% | +0.24% | -2.19% | |
| 5 | AVGO | Broadcom Inc. | Stock-Tech | 2.30% | +1.95% | -10.62% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.93% | — | -1.11% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.88% | +0.67% | -7.31% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 1.84% | +0.73% | -3.42% | |
| 9 | ADP | Automatic Data Processing | Stock-Tech | 1.78% | — | -4.41% | |
| 10 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.76% | -0.09% | -9.26% | |
| 11 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.72% | — | -6.44% | |
| 12 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.72% | +0.43% | +108.77% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.70% | +0.29% | -6.59% | |
| 14 | NEE | Nextera Energy Inc | Stock-Utilities | 1.63% | -0.37% | -0.20% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.43% | +0.86% | -2.58% | |
| 16 | ORCL | Oracle CORP | Stock-Tech | 1.39% | +1.38% | -4.59% | |
| 17 | AXP | American Express Co | Stock-Financials | 1.34% | +0.25% | -9.85% | |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 1.32% | +0.29% | -3.26% | |
| 19 | DFSTX | Dfa US Small Cap Portfolio | Stock-Other | 1.31% | +1.23% | — | |
| 20 | ABT | Abbott Laboratories | Stock-Healthcare | 1.23% | +0.16% | -2.48% | |
| 21 | CVX | Chevron CORP | Stock-Energy | 1.21% | — | -1.00% | |
| 22 | ACN | Accenture plc | Stock-Tech | 1.15% | -0.09% | -1.55% | |
| 23 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.10% | — | -2.48% | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.10% | — | -2.13% | |
| 25 | VTS | Vitesse Energy Inc | Stock-Other | 1.07% | -0.92% | +3.33% | |
| 26 | ✓ | Wisconsin Energy CORP | Stock-Other | 1.03% | +0.20% | -0.73% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.03% | -0.75% | +0.03% | |
| 28 | AMGN | Amgen Inc | Stock-Healthcare | 1.03% | — | -1.16% | |
| 29 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.01% | +0.36% | -3.32% | |
| 30 | HUBB | Hubbell Inc | Stock-Industrials | 1.01% | +0.39% | — | |
| 31 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.99% | — | -0.33% | |
| 32 | ADI | Analog Devices Inc | Stock-Tech | 0.95% | +0.25% | -3.04% | |
| 33 | C | Citigroup Inc. | Stock-Financials | 0.91% | +0.42% | -5.30% | |
| 34 | EMR | Emerson Electric Co | Stock-Industrials | 0.89% | +0.34% | -0.76% | |
| 35 | ✓ | Stock-Other | 0.89% | -0.73% | — | ||
| 36 | GLW | Corning Inc | Stock-Tech | 0.85% | +0.85% | -6.18% | |
| 37 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.85% | +0.21% | +0.82% | |
| 38 | LEN | Lennar Corp-a | Stock-Consumer Disc | 0.83% | +0.26% | +0.13% | |
| 39 | DHR | Danaher CORP | Stock-Healthcare | 0.82% | +0.15% | -0.91% | |
| 40 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.82% | +0.27% | +0.72% | |
| 41 | TXN | Texas Instruments Inc | Stock-Tech | 0.81% | +0.16% | — | |
| 42 | SPB | Spectrum Brands Holdings Inc | Stock-Other | 0.80% | -0.43% | +5.75% | |
| 43 | AMAT | Applied Materials Inc | Stock-Tech | 0.77% | +0.46% | -2.11% | |
| 44 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.74% | -0.26% | -1.36% | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.73% | — | -1.76% | |
| 46 | MRK | Merck & Co., Inc. | Stock-Healthcare | 0.70% | — | +0.37% | |
| 47 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.68% | +0.14% | -7.05% | |
| 48 | CSCO | Cisco Systems Inc | Stock-Tech | 0.67% | +0.24% | -3.44% | |
| 49 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.67% | — | -7.87% | |
| 50 | ABBV | Abbvie Inc | Stock-Healthcare | 0.66% | +0.13% | -6.33% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ✓ | Jefferies Group Inc | — | NEW | New buy |
| 2 | ✓ | — | NEW | New buy | |
| 3 | NVDA | Nvidia CORP | — | NEW | New buy |
| 4 | AAPL | Apple Inc | — | NEW | New buy |
| 5 | AVGO | Broadcom Inc. | — | NEW | New buy |
| 6 | SCHX | Schwab US Large-cap ETF | — | NEW | New buy |
| 7 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 8 | MSFT | Microsoft CORP | — | NEW | New buy |
| 9 | ADP | Automatic Data Processing | — | NEW | New buy |
| 10 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 11 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 12 | JPST | Jpmorgan Ultra-short Income | — | NEW | New buy |
| 13 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 14 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 15 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 16 | ORCL | Oracle CORP | — | NEW | New buy |
| 17 | AXP | American Express Co | — | NEW | New buy |
| 18 | HD | Home Depot Inc | — | NEW | New buy |
| 19 | DFSTX | Dfa US Small Cap Portfolio | — | NEW | New buy |
| 20 | ABT | Abbott Laboratories | — | NEW | New buy |
| 21 | CVX | Chevron CORP | — | NEW | New buy |
| 22 | ACN | Accenture plc | — | NEW | New buy |
| 23 | APD | Air Products & Chemicals Inc | — | NEW | New buy |
| 24 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 25 | VTS | Vitesse Energy Inc | — | NEW | New buy |
| 26 | ✓ | Wisconsin Energy CORP | — | NEW | New buy |
| 27 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 28 | AMGN | Amgen Inc | — | NEW | New buy |
| 29 | SCHW | Schwab (charles) CORP | — | NEW | New buy |
| 30 | HUBB | Hubbell Inc | — | NEW | New buy |
| 31 | CL | Colgate-palmolive Co | — | NEW | New buy |
| 32 | ADI | Analog Devices Inc | — | NEW | New buy |
| 33 | C | Citigroup Inc. | — | NEW | New buy |
| 34 | EMR | Emerson Electric Co | — | NEW | New buy |
| 35 | ✓ | — | NEW | New buy | |
| 36 | GLW | Corning Inc | — | NEW | New buy |
| 37 | LMT | Lockheed Martin CORP | — | NEW | New buy |
| 38 | LEN | Lennar Corp-a | — | NEW | New buy |
| 39 | DHR | Danaher CORP | — | NEW | New buy |
| 40 | NVS | Novartis Ag-sponsored Adr | — | NEW | New buy |
| 41 | TXN | Texas Instruments Inc | — | NEW | New buy |
| 42 | SPB | Spectrum Brands Holdings Inc | — | NEW | New buy |
| 43 | AMAT | Applied Materials Inc | — | NEW | New buy |
| 44 | SCHD | Schwab US Dvd Equity ETF | — | NEW | New buy |
| 45 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 46 | MRK | Merck & Co., Inc. | — | NEW | New buy |
| 47 | SHW | Sherwin-williams Co/the | — | NEW | New buy |
| 48 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 49 | PEP | Pepsico Inc | — | NEW | New buy |
| 50 | ABBV | Abbvie Inc | — | NEW | New buy |
According to official SEC Form 13F filings, West Oak Capital, LLC reported a total U.S. public equity portfolio value of $2.5M across 312 disclosed positions in Q1 2025.
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.
In terms of portfolio concentration, the top 5 core holdings (including JEFFERIES GROUP INC, , NVDA) accounted for 31.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
JEFFERIES GROUP INC
市值: $500.8K
During Q1 2025, West Oak Capital, LLC's top holdings by market value included JEFFERIES GROUP INC (19.4%)、 (3.5%)、NVDA (2.9%). The largest single position, JEFFERIES GROUP INC, represented 19.4% of total portfolio value.
In Q1 2025, West Oak Capital, LLC made 50 total portfolio adjustments, initiating 50 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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