West Oak Capital, LLC Top Holdings and 13F Report (2025) About West Oak Capital, LLCInvestment ActivityWest Oak Capital, LLC has $2.83 million in total holdings as of December 31, 2024.West Oak Capital, LLC owns shares of 320 different stocks, but just 45 companies or ETFs make up 80% of its holdings.Approximately 4.25% of the portfolio was purchased this quarter.About 368,693.36% of the portfolio was sold this quarter.This quarter, West Oak Capital, LLC has purchased 332 new stocks and bought additional shares in 116 stocks.West Oak Capital, LLC sold shares of 128 stocks and completely divested from 44 stocks this quarter.Largest Holdings Jefferies Group Inc New $720,560NVIDIA $105,711Broadcom Ltd $92,122Apple $71,527Microsoft $55,423 Largest New Holdings this Quarter New Era Helium $1,412 HoldingJackson Financial Inc $392 HoldingBoston Scientific $290 HoldingNU $202 HoldingM/I Homes $133 Holding Largest Purchases this Quarter JPMorgan Ultra-Short Income ETF 895,793 shares (about $20.66K)Lockheed Martin 13,723 shares (about $17.40K)Schwab US Dividend Equity ETF 31,308 shares (about $10.96K)Schwab US Small-Cap ETF 68,409 shares (about $6.45K)iShares Core S&P 500 ETF 3,155 shares (about $4.79K) Largest Sales this Quarter Jefferies Group Inc New 918,811 shares (about $9.46B)NVIDIA 95,101 shares (about $718.09M)Vitesse Energy 108,486 shares (about $117.72M)Home Depot 9,764 shares (about $73.33M)Oracle 27,675 shares (about $8.28M) 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$720,560$9,457,977,917 ▼-100.0%7025.5%COMNVDANVIDIA$105,711$718,087,272 ▼-100.0%143.7%Computer and TechnologyBroadcom Ltd$92,122$750,794 ▼-89.1%5003.3%COMAAPLApple$71,527$4,729 ▲7.1%28,5582.5%Computer and TechnologyMSFTMicrosoft$55,423$2,214,021 ▼-97.6%3252.0%Computer and TechnologyAMZNAmazon.com$54,420$831 ▼-1.5%24,8751.9%Retail/WholesaleSCHXSchwab US Large-Cap ETF$52,887$194,178 ▼-78.6%16,8861.9%ETFJPMJPMorgan Chase & Co.$51,159$910,274 ▼-94.7%1,1501.8%FinanceCOSTCostco Wholesale$48,681$2,390 ▼-4.7%5,3161.7%Retail/WholesaleGOOGAlphabet$46,305$920 ▼-1.9%24,4201.6%Computer and TechnologyADPAutomatic Data Processing$46,178$4,162,617 ▼-98.9%1751.6%Business ServicesORCLOracle$44,884$8,281,098 ▼-99.5%1501.6%Computer and TechnologyLLYEli Lilly and Company$44,483$551,322 ▼-92.5%5001.6%MedicalNEENextEra Energy$42,597$3,252,541 ▼-98.7%7611.5%UtilitiesAXPAmerican Express$42,344$1,127 ▼-2.6%14,2821.5%FinanceHDHome Depot$37,553$73,333,498 ▼-99.9%51.3%Retail/WholesaleAccenture Ltd Cl A$33,934$141 ▲0.4%9,6111.2%COMHUBBHubbell$33,101$515,383 ▼-94.0%5001.2%Industrial ProductsAPDAir Products and Chemicals$28,656$771 ▲2.8%9,8501.0%Basic MaterialsPGProcter & Gamble$28,558$218,784 ▼-88.5%1,9501.0%Consumer StaplesABTAbbott Laboratories$27,784$906 ▲3.4%24,3491.0%MedicalCVXChevron$27,410$1,311 ▲5.0%18,7061.0%Oils/EnergyVTSVitesse Energy$27,128$117,720,328 ▼-100.0%251.0%Oils/EnergyADIAnalog Devices$26,577$405 ▼-1.5%12,4540.9%Computer and TechnologyEMREmerson Electric$26,134$167 ▼-0.6%21,0730.9%Industrial ProductsSCHWCharles Schwab$25,616$43,089 ▼-62.7%11,5450.9%FinanceLENLennar$25,543$596,301 ▼-95.9%8000.9%ConstructionCLColgate-Palmolive$25,043$123 ▼-0.5%27,4570.9%Consumer StaplesCitigroup Inc$24,762$2,477 ▲11.1%34,9930.9%COMGLWCorning$24,430$102 ▲0.4%51,5650.9%Computer and TechnologyDHRDanaher$23,898$377 ▲1.6%10,4610.8%Multi-Sector ConglomeratesLMTLockheed Martin$23,787$17,399 ▲272.4%18,7610.8%AerospaceJNJJohnson & Johnson$23,165$789,824 ▼-97.2%4500.8%MedicalSPBSpectrum Brands$23,116$962,931 ▼-97.7%4250.8%Consumer DiscretionaryWisconsin Energy$23,110$34,406 ▼-59.8%6,7000.8%COMAMATApplied Materials$22,739$161 ▲0.7%13,4470.8%Computer and TechnologyAMGNAmgen$22,475$331 ▼-1.5%8,8230.8%MedicalTXNTexas Instruments$21,732$4,895,666 ▼-99.6%510.8%Computer and TechnologyJPSTJPMorgan Ultra-Short Income ETF$21,195$20,662 ▲3,879.9%918,8810.7%ETFMerck & Co Inc$19,988$1,231,390 ▼-98.4%3100.7%COMFidelity Natl Finl Inc$19,7600.0%35,1980.7%COMPEPPepsiCo$19,128$52,824 ▼-73.4%3,1500.7%Consumer StaplesGISGeneral Mills$19,058$7,577,517 ▼-99.7%680.7%Consumer StaplesSCHDSchwab US Dividend Equity ETF$19,023$10,964 ▲136.0%54,3230.7%ETFCATCaterpillar$18,871$143 ▲0.8%5,2670.7%Industrial ProductsSHWSherwin-Williams$18,553$145,155 ▼-88.7%6300.7%Basic MaterialsNVSNovartis$18,273$299 ▲1.7%18,6530.6%MedicalXOMExxon Mobil$17,434$179 ▼-1.0%16,1150.6%Oils/EnergyCSCOCisco Systems$17,307$3,075 ▼-15.1%29,5230.6%Computer and TechnologySTZConstellation Brands$16,979$541 ▲3.3%7,4730.6%Consumer StaplesNTRSNorthern Trust$16,733$1,518,985 ▼-98.9%1800.6%FinanceIPGInterpublic Group of Companies$15,578$400,671 ▼-96.3%2,1450.6%Business ServicesABBVAbbVie$15,430$312 ▼-2.0%8,9030.5%MedicalTarget Corporation$15,377$671,342 ▼-97.8%2550.5%COMASMLASML$14,991$28,673 ▼-65.7%7560.5%Computer and TechnologyVZVerizon Communications$14,234$450,985 ▼-96.9%4900.5%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$12,897$887,744 ▼-98.6%600.5%ETFIVEiShares S&P 500 Value ETF$12,505$385,661 ▼-96.9%2070.4%ETFSCHYSchwab International Dividend Equity ETF$12,302$915,396 ▼-98.7%8480.4%ETFFISFidelity National Information Services$11,7920.0%14,6000.4%Business ServicesMAMastercard$10,400$195,000 ▼-94.9%1000.4%Business ServicesMETAMeta Platforms$9,632$234,132 ▼-96.0%650.3%Computer and TechnologyAFLAflac$9,527$26 ▼-0.3%9,2100.3%FinanceSYYSysco$8,881$107,287 ▼-92.4%8570.3%Consumer StaplesTROWT. Rowe Price Group$8,533$3,291 ▲62.8%11,6950.3%FinanceTSCOTractor Supply$7,962$100,647 ▼-92.7%2200.3%Retail/WholesaleSCHASchwab US Small-Cap ETF$7,311$6,445 ▲744.6%77,5960.3%ETFMMM3M$7,268$72 ▼-1.0%5,5300.3%Multi-Sector ConglomeratesTTTrane Technologies$6,962$17,173 ▼-71.2%6000.2%ConstructionNOWServiceNow$6,626$3,015 ▼-31.3%4330.2%Computer and TechnologyIVViShares Core S&P 500 ETF$6,364$4,792 ▲304.8%4,1900.2%ETFVVisa$6,226$6,001,864 ▼-99.9%20.2%Business ServicesVIGVanguard Dividend Appreciation ETF$6,120$466 ▼-7.1%3,0200.2%ETFSCHFSchwab International Equity ETF$6,042$72,461 ▼-92.3%8390.2%ETFGOOGLAlphabet$5,878$85 ▼-1.4%3,1050.2%Computer and TechnologyMSMorgan Stanley$5,676$12,894 ▼-69.4%1,3800.2%FinanceEOGEOG Resources$5,3940.0%4,4650.2%Oils/EnergyCRMSalesforce$4,9980.0%1,4950.2%Computer and TechnologyECLEcolab$4,8080.0%2,0520.2%Basic MaterialsCBChubb$4,7940.0%1,7350.2%FinanceWFCWells Fargo & Company$4,706$4,406 ▲1,466.9%108,5110.2%FinanceSHELShell$4,577$252,615 ▼-98.2%1300.2%Oils/EnergyRTXRTX$4,311$798,613 ▼-99.5%200.2%AerospaceVUGVanguard Growth ETF$4,301$203 ▲5.0%1,1000.2%ETFANETArista Networks$4,289$7,598 ▼-63.9%3500.2%Computer and TechnologyBerkshire Hathaway Cl B$4,283$69,307 ▼-94.2%550.2%COMPHParker-Hannifin$4,230$13,351 ▼-75.9%1600.1%Industrial ProductsIWRiShares Russell Mid-Cap ETF$4,066$744,078 ▼-99.5%250.1%ETFGSThe Goldman Sachs Group$3,865$35,380 ▼-90.2%650.1%FinanceMAAMid-America Apartment Communities$3,694$3,173 ▲609.1%13,1190.1%FinanceKOCoca-Cola$3,6680.0%5,8920.1%Consumer StaplesAVBAvalonBay Communities$3,564$3,248 ▲1,028.6%15,8000.1%FinanceRVTYRevvity$3,516$49,224 ▼-93.3%2100.1%MedicalPSAPublic Storage$3,479$35,486 ▼-91.1%850.1%FinanceICEIntercontinental Exchange$3,393$12,537 ▼-78.7%4850.1%FinanceCARRCarrier Global$3,3280.0%4,8750.1%Computer and TechnologyVTRVentas$3,183$108,454 ▼-97.1%1370.1%FinancePMPhilip Morris International$3,087$36,812 ▼-92.3%2000.1%Consumer StaplesAMEAMETEK$3,0640.0%1,7000.1%Computer and TechnologyHONHoneywell International$2,835$2,466 ▲668.0%9,6390.1%Multi-Sector ConglomeratesShowing largest 100 holdings. 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