West Oak Capital, LLC has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.83 Billion distributed in 320 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Jefferies Group Inc New with a value of $721M, Nvidia Corp with a value of $106M, Broadcom LTD with a value of $92.1M, Apple Inc. with a value of $71.5M, and Microsoft Corp with a value of $55.4M.

Below you can find more details about West Oak Capital, LLC portfolio as well as his latest detailed transactions.

Portfolio value $2.83 Billion
Technology: $449 Million
Financial Services: $213 Million
Consumer Defensive: $206 Million
Industrials: $191 Million
Healthcare: $189 Million
ETFs: $184 Million
Consumer Cyclical: $140 Million
Communication Services: $94.8 Million
Other: $168 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 320
  • Current Value $2.83 Billion
  • Prior Value $2.83 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 13, 2025
  • Form Type 13F-HR/A
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 127 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 126 stocks
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