West Oak Capital, LLC Buys Microsoft Corp, Constellation Brands Inc, Sysco Corp, Sells Raytheon Co, Tiffany, Trane Technologies PLC

• New Purchases: TT, IVV, OTIS, TSCO, TW, CARR, AMD, CIEN, LOGI, RIO, THO, DTEGY, VRSK, MTDR, PING, ZTO, DWX, ARKW, SAVE, MRNA, SPCE, PVAC, HUBS, RH, TSLA, RDS.B, SLB, BPYU, CERS,
• Added Positions: MSFT, STZ, SYY, DIS, RTX, JPST, VCSH, EBAY, CSCO, AXP, SCHA, SCHW, NTRS, ADP, ELAN, JPM, CVS, USB, GLW, MMM, PSA, IJH, SCHD, VZ, AVB, DAL, GLAD, QQQ, ABBV, XOM, PM, V, PCN, CMG, SCHO, BAC, PNC, ILMN, TDY, ORCL, GE, CHWY, UBER, PINS, PD, STNE, EOG, ROKU, APPN, SNAP, NTNX, PI, SQ, OLLI, PAYC, MPC, H, HA, UPS,
• Reduced Positions: RDS.A, NVDA, AAPL, NSC, LEN, DHR, SCHX, AMZN, ALL, COP, IBM, MDLZ, LLY, COST, CVX, APD, AMGN, CL, SHW, PG, PSX, GOOG, T, 0J2E, MKC, RSP, INTC, SCHH, AIA, NKE, DON, QDF, BAH, MA, SYK, AFL, CAT, EMR, MAA, MS, PEP, TRU, KHC, BYND, NCLH, BKNG, IVE, CLX, SBUX, BMY, WFC,
• Sold Out: RTN, TIF, TFC, 2IS, SCHE, BXP, SJM, EIX, SNA, FHN, DFS, M, UAL, PAG, IP, TRV, RGLS, AAL, GTX, REZI, WORK, CBRE, SPYG,

For the details of West Oak Capital, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/west+oak+capital%2C+llc/current-portfolio/portfolio

1. Jefferies Group, Inc. (JEF) - 881,012 shares, 8.40% of the total portfolio.
2. JPMorgan Ultra-Short Income (JPST) - 192,522 shares, 5.99% of the total portfolio. Shares added by 12.52%
3. Schwab U.S. Large-Cap (SCHX) - 58,165 shares, 2.64% of the total portfolio. Shares reduced by 2.46%
4. Apple Inc (AAPL) - 11,449 shares, 2.56% of the total portfolio. Shares reduced by 5.08%
5. NextEra Energy Inc (NEE) - 14,855 shares, 2.19% of the total portfolio. Shares reduced by 0.24%

West Oak Capital, LLC initiated holding in Trane Technologies PLC. The purchase prices were between $76.65 and $102.01, with an estimated average price of $86.92. The stock is now traded at around $91.58. The impact to a portfolio due to this purchase was 0.2%. The holding were 3,585 shares as of .

West Oak Capital, LLC initiated holding in iShares Core S&P 500. The purchase prices were between $245.78 and $323.06, with an estimated average price of $292.09. The stock is now traded at around $317.06. The impact to a portfolio due to this purchase was 0.13%. The holding were 675 shares as of .

West Oak Capital, LLC initiated holding in Otis Worldwide Corp. The purchase prices were between $44 and $61.26, with an estimated average price of $51.55. The stock is now traded at around $56.85. The impact to a portfolio due to this purchase was 0.07%. The holding were 1,930 shares as of .

West Oak Capital, LLC initiated holding in Tractor Supply Co. The purchase prices were between $79.5 and $131.79, with an estimated average price of $108.71. The stock is now traded at around $133.57. The impact to a portfolio due to this purchase was 0.06%. The holding were 725 shares as of .

West Oak Capital, LLC initiated holding in Tradeweb Markets Inc. The purchase prices were between $42.04 and $68, with an estimated average price of $57.27. The stock is now traded at around $54.70. The impact to a portfolio due to this purchase was 0.06%. The holding were 1,700 shares as of .

West Oak Capital, LLC initiated holding in Carrier Global Corp. The purchase prices were between $12.89 and $24.37, with an estimated average price of $18.38. The stock is now traded at around $24.15. The impact to a portfolio due to this purchase was 0.05%. The holding were 3,862 shares as of .

West Oak Capital, LLC added to a holding in Microsoft Corp by 74.55%. The purchase prices were between $152.11 and $203.51, with an estimated average price of $180.95. The stock is now traded at around $210.52. The impact to a portfolio due to this purchase was 0.89%. The holding were 16,703 shares as of .

West Oak Capital, LLC added to a holding in Constellation Brands Inc by 8175.00%. The purchase prices were between $131.22 and $185.93, with an estimated average price of $166.29. The stock is now traded at around $186.03. The impact to a portfolio due to this purchase was 0.88%. The holding were 8,275 shares as of .

West Oak Capital, LLC added to a holding in Sysco Corp by 1994.23%. The purchase prices were between $39.5 and $64.11, with an estimated average price of $52.41. The stock is now traded at around $53.72. The impact to a portfolio due to this purchase was 0.87%. The holding were 27,225 shares as of .

West Oak Capital, LLC added to a holding in The Walt Disney Co by 225.93%. The purchase prices were between $93.88 and $127.28, with an estimated average price of $110.22. The stock is now traded at around $113.75. The impact to a portfolio due to this purchase was 0.8%. The holding were 16,958 shares as of .

West Oak Capital, LLC added to a holding in Raytheon Technologies Corp by 536.30%. The purchase prices were between $49.93 and $74.16, with an estimated average price of $62.35. The stock is now traded at around $62.95. The impact to a portfolio due to this purchase was 0.78%. The holding were 24,574 shares as of .

West Oak Capital, LLC added to a holding in Vanguard Short-Term Corporate Bond ETF by 34.55%. The purchase prices were between $78.35 and $82.66, with an estimated average price of $81.32. The stock is now traded at around $82.64. The impact to a portfolio due to this purchase was 0.48%. The holding were 36,954 shares as of .

West Oak Capital, LLC sold out a holding in Raytheon Co. The sale prices were between $116.96 and $131.15, with an estimated average price of $123.51.

West Oak Capital, LLC sold out a holding in Tiffany & Co. The sale prices were between $114.24 and $129.77, with an estimated average price of $125.33.

West Oak Capital, LLC sold out a holding in Truist Financial Corp. The sale prices were between $27.21 and $46.37, with an estimated average price of $35.9.

West Oak Capital, LLC sold out a holding in Trane Technologies PLC. The sale prices were between $69.5 and $91, with an estimated average price of $78.35.

West Oak Capital, LLC sold out a holding in Schwab Emerging Markets Equity. The sale prices were between $19.87 and $25.05, with an estimated average price of $22.66.

West Oak Capital, LLC sold out a holding in Boston Properties Inc. The sale prices were between $74.8 and $107.16, with an estimated average price of $90.8.

West Oak Capital, LLC reduced to a holding in Royal Dutch Shell PLC by 35.51%. The sale prices were between $30.13 and $39.29, with an estimated average price of $34.34. The stock is now traded at around $33.35. The impact to a portfolio due to this sale was -0.22%. West Oak Capital, LLC still held 15,222 shares as of .

West Oak Capital, LLC reduced to a holding in Allstate Corp by 46.61%. The sale prices were between $85.79 and $106.99, with an estimated average price of $98.13. The stock is now traded at around $95.21. The impact to a portfolio due to this sale was -0.06%. West Oak Capital, LLC still held 1,031 shares as of .

West Oak Capital, LLC reduced to a holding in ConocoPhillips by 43.01%. The sale prices were between $29.62 and $50.31, with an estimated average price of $40.26. The stock is now traded at around $41.57. The impact to a portfolio due to this sale was -0.06%. West Oak Capital, LLC still held 3,516 shares as of .

West Oak Capital, LLC reduced to a holding in Mondelez International Inc by 49.18%. The sale prices were between $48.68 and $54.51, with an estimated average price of $51.34. The stock is now traded at around $51.45. The impact to a portfolio due to this sale was -0.05%. West Oak Capital, LLC still held 1,550 shares as of .

West Oak Capital, LLC reduced to a holding in HP Inc by 35.66%. The sale prices were between $13.95 and $18.27, with an estimated average price of $15.95. The stock is now traded at around $17.31. The impact to a portfolio due to this sale was -0.02%. West Oak Capital, LLC still held 2,300 shares as of .