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CIK: 0001387399
Total reported value
$2.5M
$2.5M
307 檔
22.2%
During the Q2 2025 filing period, West Oak Capital, LLC (CIK: 0001387399) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.5M across 307 reported positions.
During Q2 2025, West Oak Capital, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 307 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 4.80% | +0.43% | +175.01% | |
| 2 | ✓ | Stock-Other | 4.64% | +1.46% | +16.52% | ||
| 3 | ✓ | Jefferies Group Inc | Stock-Other | 4.43% | -14.61% | -77.90% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 4.29% | +1.47% | -1.12% | |
| 5 | AVGO | Broadcom Inc. | Stock-Tech | 3.78% | +1.95% | -1.38% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.51% | +0.73% | +1.48% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.29% | +0.24% | +2.02% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.24% | +0.67% | -0.15% | |
| 9 | ORCL | Oracle CORP | Stock-Tech | 2.22% | +1.38% | +0.95% | |
| 10 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.14% | — | -0.75% | |
| 11 | DFSTX | Dfa US Small Cap Portfolio | Stock-Other | 2.13% | +1.23% | +50.63% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.09% | +0.29% | +4.79% | |
| 13 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.97% | -0.09% | +5.31% | |
| 14 | ADP | Automatic Data Processing | Stock-Tech | 1.89% | — | +4.01% | |
| 15 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.74% | — | +5.86% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.74% | +0.86% | +5.85% | |
| 17 | AXP | American Express Co | Stock-Financials | 1.63% | +0.25% | +1.55% | |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 1.50% | +0.29% | +11.81% | |
| 19 | ABT | Abbott Laboratories | Stock-Healthcare | 1.40% | +0.16% | +9.52% | |
| 20 | HUBB | Hubbell Inc | Stock-Industrials | 1.36% | +0.39% | +7.76% | |
| 21 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.24% | +0.36% | +3.75% | |
| 22 | EMR | Emerson Electric Co | Stock-Industrials | 1.24% | +0.34% | +13.13% | |
| 23 | CVX | Chevron CORP | Stock-Energy | 1.22% | — | +16.40% | |
| 24 | ACN | Accenture plc | Stock-Tech | 1.21% | -0.09% | +8.88% | |
| 25 | ADI | Analog Devices Inc | Stock-Tech | 1.21% | +0.25% | +6.98% | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.20% | — | +15.04% | |
| 27 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.19% | — | +12.25% | |
| 28 | NEE | Nextera Energy Inc | Stock-Utilities | 1.17% | -0.37% | -27.29% | |
| 29 | ✓ | Wisconsin Energy CORP | Stock-Other | 1.13% | +0.20% | +13.02% | |
| 30 | GLW | Corning Inc | Stock-Tech | 1.12% | +0.85% | +13.13% | |
| 31 | C | Citigroup Inc. | Stock-Financials | 1.12% | +0.42% | +0.68% | |
| 32 | AMAT | Applied Materials Inc | Stock-Tech | 1.10% | +0.46% | +12.27% | |
| 33 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 1.10% | — | +12.50% | |
| 34 | TXN | Texas Instruments Inc | Stock-Tech | 1.09% | +0.16% | +15.57% | |
| 35 | AMGN | Amgen Inc | Stock-Healthcare | 1.08% | — | +15.66% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.08% | -0.75% | +12.20% | |
| 37 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 1.01% | +0.27% | +13.22% | |
| 38 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.01% | +0.21% | +12.97% | |
| 39 | DHR | Danaher CORP | Stock-Healthcare | 0.98% | +0.15% | +22.93% | |
| 40 | ASML | ASML Holding N.V. | Stock-Tech | 0.97% | +0.53% | +22.90% | |
| 41 | LEN | Lennar Corp-a | Stock-Consumer Disc | 0.96% | +0.26% | +17.91% | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.83% | — | +23.36% | |
| 43 | CLSK | Cleanspark Inc | Stock-Financials | 0.83% | +0.83% | +3422.51% | |
| 44 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.81% | +0.14% | +18.43% | |
| 45 | MRK | Merck & Co., Inc. | Stock-Healthcare | 0.79% | — | +25.98% | |
| 46 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.78% | +0.21% | +30.16% | |
| 47 | CSCO | Cisco Systems Inc | Stock-Tech | 0.78% | +0.24% | +1.52% | |
| 48 | CAT | Caterpillar Inc | Stock-Industrials | 0.76% | +0.26% | +0.81% | |
| 49 | NTRS | Northern Trust CORP | Stock-Financials | 0.73% | +0.16% | -5.45% | |
| 50 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.72% | — | +19.59% |
According to official SEC Form 13F filings, West Oak Capital, LLC reported a total U.S. public equity portfolio value of $2.5M across 307 disclosed positions in Q2 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 JPST, , JEFFERIES GROUP INC) accounted for 22.2% of total reported equity market value during Q2 2025.
During Q2 2025, West Oak Capital, LLC's top holdings by market value included JPST (4.8%)、 (4.6%)、JEFFERIES GROUP INC (4.4%). The largest single position, JPST, represented 4.8% of total portfolio value.
In Q2 2025, 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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