West Oak Capital, LLC Top Holdings and 13F Report (2025) About West Oak Capital, LLCInvestment ActivityWest Oak Capital, LLC has $2.59 million in total holdings as of March 31, 2025.West Oak Capital, LLC owns shares of 320 different stocks, but just 49 companies or ETFs make up 80% of its holdings.Approximately 7.04% of the portfolio was purchased this quarter.About 3.80% of the portfolio was sold this quarter.This quarter, West Oak Capital, LLC has purchased 322 new stocks and bought additional shares in 33 stocks.West Oak Capital, LLC sold shares of 81 stocks and completely divested from 25 stocks this quarter.Largest Holdings Jefferies Group Inc New $500,775DFA International Core Equities $91,817NVIDIA $76,064Apple $62,056Broadcom Ltd $59,463 Largest New Holdings this Quarter 233203281 - DFA International Core Equities $91,817 Holding233203843 - DFA US Small Cap ETF $33,899 Holding601137102 - Millrose Pptys Inc Class A $2,031 Holding69374H881 - Pacer US Cash Cows 100 ETF $383 Holding922042874 - Vanguard FTSE Europe ETF $242 Holding Largest Purchases this Quarter DFA International Core Equities 294,003 shares (about $91.82K)DFA US Small Cap ETF 56,735 shares (about $33.90K)JPMorgan Ultra-Short Income ETF 45,770 shares (about $23.17K)Constellation Energy 5,927 shares (about $11.95K)Jefferies Group Inc New 15,724 shares (about $8.42K) Largest Sales this Quarter Schwab International Dividend Equity ETF 51,738 shares (about $13.13K)NVIDIA 8,535 shares (about $9.25K)Broadcom Ltd 4,220 shares (about $7.07K)Costco Wholesale 492 shares (about $4.65K)JPMorgan Chase & Co. 1,560 shares (about $3.83K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWest Oak Capital, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorJefferies Group Inc New$500,775$8,423 ▲1.7%934,80519.4%COMDFA International Core Equities$91,817$91,817 ▲New Holding294,0033.6%COMNVDANVIDIA$76,064$9,250 ▼-10.8%70,1832.9%Computer and TechnologyAAPLApple$62,056$1,388 ▼-2.2%27,9372.4%Computer and TechnologyBroadcom Ltd$59,463$7,066 ▼-10.6%35,5152.3%COMSCHXSchwab US Large-Cap ETF$49,818$560 ▼-1.1%225,6251.9%ETFJPMJPMorgan Chase & Co.$48,525$3,827 ▼-7.3%19,7821.9%FinanceMSFTMicrosoft$47,671$1,689 ▼-3.4%12,6991.8%Computer and TechnologyADPAutomatic Data Processing$46,074$2,123 ▼-4.4%15,0801.8%Business ServicesCOSTCostco Wholesale$45,596$4,653 ▼-9.3%4,8211.8%Retail/WholesaleLLYEli Lilly and Company$44,525$3,064 ▼-6.4%5,3911.7%MedicalJPSTJPMorgan Ultra-Short Income ETF$44,478$23,173 ▲108.8%87,8491.7%ETFAMZNAmazon.com$44,083$3,111 ▼-6.6%23,1701.7%Retail/WholesaleNEENextEra Energy$42,036$85 ▼-0.2%59,2981.6%UtilitiesGOOGAlphabet$37,006$981 ▼-2.6%23,6871.4%Computer and TechnologyORCLOracle$35,931$1,727 ▼-4.6%25,7001.4%Computer and TechnologyAXPAmerican Express$34,606$3,780 ▼-9.8%12,8621.3%FinanceHDHome Depot$34,227$1,154 ▼-3.3%9,3391.3%Retail/WholesaleDFA US Small Cap ETF$33,899$33,899 ▲New Holding56,7351.3%COMABTAbbott Laboratories$31,775$809 ▼-2.5%23,9541.2%MedicalCVXChevron$31,340$318 ▼-1.0%18,7341.2%EnergyAccenture Ltd Cl A$29,631$468 ▼-1.6%9,4961.1%COMAPDAir Products and Chemicals$28,416$723 ▼-2.5%9,6351.1%Basic MaterialsPGProcter & Gamble$28,412$617 ▼-2.1%16,6721.1%Consumer StaplesVTSVitesse Energy$27,572$889 ▲3.3%112,1261.1%EnergyWisconsin Energy$26,586$196 ▼-0.7%24,3951.0%COMJNJJohnson & Johnson$26,573$8 ▲0.0%16,0231.0%MedicalAMGNAmgen$26,553$312 ▼-1.2%8,5231.0%MedicalSCHWCharles Schwab$26,194$900 ▼-3.3%33,4621.0%FinanceHUBBHubbell$26,1490.0%7,9021.0%IndustrialsCLColgate-Palmolive$25,727$84 ▼-0.3%27,4571.0%Consumer StaplesADIAnalog Devices$24,461$766 ▼-3.0%12,1290.9%Computer and TechnologyCitigroup Inc$23,649$1,324 ▼-5.3%33,3130.9%COMEMREmerson Electric$22,945$175 ▼-0.8%20,9280.9%IndustrialsFidelity Natl Finl Inc$22,9070.0%35,1980.9%COMGLWCorning$22,082$1,454 ▼-6.2%48,2350.9%Computer and TechnologyLMTLockheed Martin$22,045$179 ▲0.8%4,9350.9%AerospaceLENLennar$21,528$29 ▲0.1%18,7560.8%ConstructionDHRDanaher$21,148$195 ▼-0.9%10,3160.8%MedicalNVSNovartis$21,084$150 ▲0.7%18,9130.8%MedicalTXNTexas Instruments$20,8270.0%11,5900.8%Computer and TechnologySPBSpectrum Brands$20,702$1,126 ▲5.8%28,9330.8%Consumer DiscretionaryAMATApplied Materials$19,863$428 ▼-2.1%13,6870.8%Computer and TechnologySCHDSchwab US Dividend Equity ETF$19,203$266 ▼-1.4%68,6800.7%ETFXOMExxon Mobil$18,936$339 ▼-1.8%15,9220.7%EnergyMerck & Co Inc$18,102$67 ▲0.4%20,1670.7%COMSHWSherwin-Williams$17,714$1,344 ▼-7.1%5,0730.7%Basic MaterialsCSCOCisco Systems$17,421$620 ▼-3.4%28,2300.7%Computer and TechnologyPEPPepsiCo$17,377$1,484 ▼-7.9%11,5890.7%Consumer StaplesABBVAbbVie$17,040$1,152 ▼-6.3%8,1330.7%MedicalGISGeneral Mills$17,025$843 ▼-4.7%28,4750.7%Consumer StaplesASMLASML$16,698$2,366 ▲16.5%2,5200.6%Computer and TechnologyCATCaterpillar$16,266$890 ▼-5.2%4,9320.6%IndustrialsVZVerizon Communications$16,055$91 ▼-0.6%35,3950.6%Computer and TechnologyNTRSNorthern Trust$15,389$715 ▼-4.4%15,6000.6%FinanceSTZConstellation Brands$14,605$505 ▲3.6%7,9580.6%Consumer StaplesIPGInterpublic Group of Companies$14,283$816 ▼-5.4%52,5900.6%Business ServicesTarget Corporation$12,148$277 ▲2.3%11,6400.5%COMCEGConstellation Energy$11,961$11,951 ▲118,540.0%5,9320.5%EnergyRSPInvesco S&P 500 Equal Weight ETF$11,251$1,498 ▼-11.8%6,4950.4%ETFFISFidelity National Information Services$10,9030.0%14,6000.4%Business ServicesIVEiShares S&P 500 Value ETF$10,246$2,239 ▼-17.9%5,3760.4%ETFMAMastercard$9,948$877 ▼-8.1%1,8150.4%Business ServicesAFLAflac$9,056$1,184 ▼-11.6%8,1450.4%FinanceMETAMeta Platforms$8,789$692 ▼-7.3%1,5250.3%Computer and TechnologySYYSysco$8,746$30 ▲0.3%11,6550.3%Consumer StaplesMMM3M$7,754$514 ▼-6.2%5,2800.3%Multi-Sector ConglomeratesTSCOTractor Supply$7,191$1,077 ▼-13.0%13,0500.3%Retail/WholesaleTROWT. Rowe Price Group$6,831$101 ▼-1.5%7,4350.3%FinanceVVisa$6,764$140 ▼-2.0%1,9300.3%Business ServicesSCHASchwab US Small-Cap ETF$6,590$34 ▼-0.5%28,1250.3%ETFTTTrane Technologies$6,3510.0%1,8850.2%ConstructionIVViShares Core S&P 500 ETF$6,0740.0%1,0810.2%ETFVIGVanguard Dividend Appreciation ETF$5,868$194 ▼-3.2%3,0250.2%ETFSHELShell$5,3530.0%7,3050.2%EnergyMSMorgan Stanley$5,2680.0%4,5150.2%FinanceEOGEOG Resources$5,258$385 ▼-6.8%4,1000.2%EnergyCBChubb$5,2400.0%1,7350.2%FinanceBerkshire Hathaway Cl B$5,0330.0%9450.2%COMGOOGLAlphabet$5,003$201 ▲4.2%3,2350.2%Computer and TechnologyRTXRTX$4,9340.0%3,7250.2%AerospaceECLEcolab$4,695$507 ▼-9.7%1,8520.2%Basic MaterialsWFCWells Fargo & Company$4,451$359 ▼-7.5%6,2000.2%FinanceKOCoca-Cola$4,2200.0%5,8920.2%Consumer StaplesPMPhilip Morris International$4,0710.0%2,5650.2%Consumer StaplesMAAMid-America Apartment Communities$4,039$34 ▲0.8%2,4100.2%FinanceSCHFSchwab International Equity ETF$4,035$2,425 ▼-37.5%20,4000.2%ETFICEIntercontinental Exchange$3,9280.0%2,2770.2%FinanceIWRiShares Russell Mid-Cap ETF$3,9130.0%4,6000.2%ETFNOWServiceNow$3,893$1,083 ▼-21.8%4890.2%Computer and TechnologyVUGVanguard Growth ETF$3,8860.0%1,0480.2%ETFVTRVentas$3,751$34 ▲0.9%5,4550.1%FinanceGSThe Goldman Sachs Group$3,6870.0%6750.1%FinancePHParker-Hannifin$3,586$456 ▼-11.3%5900.1%IndustrialsAVBAvalonBay Communities$3,509$32 ▲0.9%1,6350.1%FinancePSAPublic Storage$3,508$30 ▲0.9%1,1720.1%FinanceCRMSalesforce$3,301$711 ▼-17.7%1,2300.1%Computer and TechnologyRVTYRevvity$3,253$79 ▼-2.4%3,0750.1%MedicalANETArista Networks$3,0060.0%3,8800.1%Computer and TechnologyMCDMcDonald's$2,9960.0%9590.1%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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