WO
| |
West Oak Capital, LLC13F | |
| West Oak Capital, LLC | |
| Last update 2025-07-17 | 294 Stocks (14 new) |
| Value $220.00 Mil | Turnover 10 % |
West Oak Capital, LLC Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JPST | JPMorgan Ultra-Short Income ETF | 241,592 | 12,243.9 | +175.01% | 5.560 | +3.54% | 0.040 | +1.35% | +2.77% | 32,250.5 | ||
JEF | Jefferies Financial Group Inc | 206,607 | 11,299.3 | -77.90% | 5.130 | -16.77% | 0.100 | +26.52% | -26.60% | 11,714.7 | Capital Markets | |
NVDA | NVIDIA Corp | 69,399 | 10,964.4 | -1.12% | 4.980 | -0.04% | 0.000 | +64.32% | +25.69% | 4,115,644.1 | Semiconductors | |
MSFT | Microsoft Corp | 12,887 | 6,410.1 | +1.48% | 2.910 | +0.04% | 0.000 | +34.66% | +19.85% | 3,740,354.9 | Software | |
AAPL | Apple Inc | 28,502 | 5,847.8 | +2.02% | 2.650 | +0.05% | 0.000 | +4.38% | -14.62% | 3,185,662.3 | Hardware | |
JPM | JPMorgan Chase & Co | 19,752 | 5,726.3 | -0.15% | 2.600 | 0% | 0.000 | +23.04% | +25.05% | 811,057.6 | Banks | |
ORCL | Oracle Corp | 25,945 | 5,672.4 | +0.95% | 2.570 | +0.02% | 0.000 | +84.31% | +46.21% | 678,810.7 | Software | |
SCHX | Schwab U.S. Large-Cap ETF | 223,930 | 5,472.8 | -0.75% | 2.480 | -0.02% | 0.010 | +18.67% | +8.64% | 57,409.0 | ||
AMZN | Amazon.com Inc | 24,280 | 5,326.8 | +4.79% | 2.420 | +0.11% | 0.000 | +26.02% | +3.74% | 2,416,281.8 | Retail - Cyclical | |
COST | Costco Wholesale Corp | 5,077 | 5,025.9 | +5.31% | 2.280 | +0.11% | 0.000 | -3.06% | +3.35% | 418,955.9 | Retail - Defensive |
West Oak Capital, LLC's Historical Top Holdings Breakdowns
West Oak Capital, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
JEF | Jefferies Financial Group Inc | 2025-06-30 | Reduce Reduce | -16.77% | 41.06 ($49.57) 56.09 | $56.79 | 14.57% | Reduce -77.9% | 206,607 | -728,198 | |
JPST | JPMorgan Ultra-Short Income ETF | 2025-06-30 | Add Add | +3.54% | 50.36 ($50.51) 50.68 | $50.62 | 0.21% | Add 175.01% | 241,592 | 153,743 | |
VTS | Vitesse Energy Inc | 2025-06-30 | Reduce Reduce | -1.02% | 19.69 ($21.94) 25.14 | $24.22 | 10.39% | Reduce -85.52% | 16,238 | -95,888 | |
CLSK | Cleanspark Inc | 2025-06-30 | Add Add | +0.93% | 6.72 ($8.87) 11.03 | $12.63 | 42.45% | Add 3422.51% | 6,728 | 6,537 | |
FNF | Fidelity National Financial Inc | 2025-06-30 | Reduce Reduce | -0.80% | 53.62 ($58.57) 66.59 | $55.13 | -5.87% | Reduce -81.53% | 6,500 | -28,698 | |
J | Jacobs Solutions Inc | 2025-06-30 | New Buy New Buy | +0.59% | 109.66 ($123.22) 131.45 | $140.75 | 14.23% | New holding | 9,910 | 9,910 | |
CEG | Constellation Energy Corp | 2025-06-30 | Sold Out Sold Out | -0.51% | 170.96 ($263.62) 322.76 | $330.97 | 25.55% | Sold Out | 0 | -5,932 | |
NEE | NextEra Energy Inc | 2025-06-30 | Reduce Reduce | -0.49% | 64.11 ($69.48) 75 | $72.76 | 4.72% | Reduce -27.29% | 43,113 | -16,185 | |
FIS |
Fidelity National Information Services Inc
Fidelity National Information Services Inc
| 2025-06-30 | Reduce Reduce | -0.33% | 68.14 ($77.75) 82.13 | $81.50 | 4.82% | Reduce -70.55% | 4,300 | -10,300 | |
ASML | ASML Holding NV | 2025-06-30 | Add Add | +0.21% | 595.37 ($716.78) 815.24 | $710.10 | -0.93% | Add 22.9% | 3,097 | 577 |
West Oak Capital, LLC Total Holding History ($B)
West Oak Capital, LLC's Asset Allocation
West Oak Capital, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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West Oak Capital, LLC's Hypothetical Growth since 2025-06-30
West Oak Capital, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
West Oak Capital, LLC's Holdings Heat Map
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West Oak Capital, LLC's Holdings Bubble Chart
West Oak Capital, LLC News
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