West Oak Capital, LLC has filed its 13F form on July 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.55 Billion distributed in 316 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Jp Morgan ETF Tr Ultra Short I with a value of $122M, Dfa International Core Equities with a value of $118M, Jefferies Group Inc New with a value of $113M, Nvidia Corp with a value of $110M, and Broadcom LTD with a value of $96.5M.
Examining the 13F form we can see an decrease of $32.9M in the current position value, from $2.59B to 2.55B.
Below you can find more details about West Oak Capital, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.55 Billion
Technology: $504 Million
ETFs: $271 Million
Financial Services: $220 Million
Healthcare: $214 Million
Industrials: $207 Million
Consumer Defensive: $199 Million
Consumer Cyclical: $135 Million
Communication Services: $97.6 Million
Other: $166 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
