West Oak Capital, LLC Reduced Holdings in Q2 2025

West Oak Capital, LLC

  • $2.55 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Jefferies Group Inc New
-728K
- 77.9%
N/A
207K $113M
Vitesse Energy Inc
-95.9K
- 85.52%
N/A
16.2K $3.59M
Fidelity Natl Finl Inc
-28.7K
- 81.53%
N/A
6.5K $3.64M
NEE
Nextera Energy Inc

Utilities
-16.2K
- 27.29%
$64.11 - $75.0 $1.04M - $1.21M
43.1K $29.9M
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
-5.09K
- 17.6%
$51.73 - $71.41 $263K - $364K
23.8K $12.6M
FIS
Fidelity National Information Services, Inc.

Technology
-10.3K
- 70.55%
$68.14 - $82.13 $702K - $846K
4.3K $3.5M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-5.25K
- 7.64%
$24.32 - $27.87 $128K - $146K
63.4K $16.8M
Millrose Pptys Inc Class A
-7.34K
- 95.76%
N/A
325 $93K
TROW
Price T Rowe Group Inc

Financial Services
-1.68K
- 22.6%
$80.27 - $98.06 $135K - $165K
5.76K $5.55M
AFL
Aflac Inc

Financial Services
-600
- 7.37%
$99.77 - $112.45 $59.9K - $67.5K
7.55K $7.96M
MAA
Mid America Apartment Communities Inc.

Real Estate
-330
- 13.69%
$145.91 - $168.0 $48.2K - $55.4K
2.08K $3.08M
CAH
Cardinal Health Inc

Healthcare
-650
- 83.33%
$125.0 - $168.0 $81.3K - $109K
130 $218K
BEN
Franklin Resources Inc

Financial Services
-4.15K
- 84.94%
$16.66 - $23.85 $69.1K - $98.9K
735 $175K
XLV
Select Sector Spdr Fund Health

ETFs
-425
- 35.71%
$128.77 - $144.3 $54.7K - $61.3K
765 $1.03M
Berkshire Hathaway Cl B
-20
- 2.12%
N/A
925 $4.49M
COP
Conocophillips

Energy
-400
- 39.06%
$82.66 - $106.1 $33.1K - $42.4K
624 $560K
AVB
Avalonbay Communities Inc

Real Estate
-125
- 7.65%
$187.23 - $215.61 $23.4K - $27K
1.51K $3.07M
ICE
Intercontinental Exchange, Inc.

Financial Services
-377
- 15.32%
$151.62 - $183.47 $57.2K - $69.2K
2.08K $3.51M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-600
- 75.0%
$57.41 - $74.81 $34.4K - $44.9K
200 $149K
LSCC
Lattice Semiconductor Corp

Technology
-700
- 87.5%
$37.84 - $56.0 $26.5K - $39.2K
100 $49K
AJG
Arthur J. Gallagher & Co.

Financial Services
-30
- 3.97%
$310.86 - $348.77 $9.33K - $10.5K
726 $2.32M
PSA
Public Storage

Real Estate
-70
- 5.97%
$266.31 - $309.77 $18.6K - $21.7K
1.1K $3.23M
ARES
Ares Management Corp

Financial Services
-200
- 57.14%
$118.04 - $175.83 $23.6K - $35.2K
150 $260K
SCHY
Schwab Strategic Tr Intl Divid

ETFs
-825
- 56.12%
$23.14 - $27.82 $19.1K - $23K
645 $176K
New Era Helium
-200
- 0.84%
N/A
23.5K $116K
Veralto Corp
-31
- 8.45%
N/A
336 $339K
Solventum Corp Com Shs
-15
- 9.09%
N/A
150 $114K
QS
Quantum Scape Corp

Consumer Cyclical
-35
- 32.71%
$3.47 - $7.65 $121 - $268
72 $5K
SLDP
Solid Power, Inc.

Industrials
-50
- 12.82%
$0.93 - $2.28 $46.5 - $114
340 $7K
IVE
Ishares S&P 500 Value ETF

ETFs
-45
- 0.84%
$168.34 - $195.42 $7.58K - $8.79K
5.33K $10.4M
AMP
Ameriprise Financial Inc

Financial Services
-5
- 1.11%
$422.19 - $533.73 $2.11K - $2.67K
445 $2.38M
STRL
Sterling Construction CO Inc

Industrials
-450
- 40.0%
$104.96 - $231.51 $47.2K - $104K
675 $1.56M
DIS
Walt Disney CO

Communication Services
-200
- 8.16%
$81.72 - $124.01 $16.3K - $24.8K
2.25K $2.79M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-40
- 0.62%
$152.93 - $181.74 $6.12K - $7.27K
6.46K $11.7M
WFC
Wells Fargo & Company

Financial Services
-35
- 0.56%
$60.98 - $80.12 $2.13K - $2.8K
6.17K $4.94M
PH
Parker Hannifin Corp

Industrials
-5
- 0.85%
$517.23 - $700.54 $2.59K - $3.5K
585 $4.09M
ANET
Arista Networks, Inc.

Technology
-50
- 1.29%
$64.37 - $102.31 $3.22K - $5.12K
3.83K $3.92M
NOW
Service Now, Inc.

Technology
-3
- 0.61%
$721.65 - $1040.18 $2.16K - $3.12K
486 $5M
META
Meta Platforms, Inc.

Communication Services
-2
- 0.13%
$484.66 - $738.09 $969 - $1.48K
1.52K $11.2M
NTRS
Northern Trust Corp

Financial Services
-850
- 5.45%
$84.45 - $126.79 $71.8K - $108K
14.8K $18.7M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1.7K
- 0.75%
$19.6 - $24.44 $33.2K - $41.4K
224K $54.7M
JPM
Jpmorgan Chase & CO

Financial Services
-30
- 0.15%
$210.28 - $289.91 $6.31K - $8.7K
19.8K $57.3M
NVDA
Nvidia Corp

Technology
-784
- 1.12%
$94.31 - $157.99 $73.9K - $124K
69.4K $110M
Broadcom LTD
-490
- 1.38%
N/A
35K $96.5M
Activity Summary
Buys All Purchases 82 New Holdings 15 Increased Positions 67 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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