West Oak Capital, LLC has filed its 13F form on October 17, 2024 for Q3 2024 where it was disclosed a total value porftolio of $5.38 Billion distributed in 324 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Wheels Up Experience Inc. with a value of $2.69B, Jefferies Group Inc New with a value of $566M, Nvidia Corp with a value of $98.1M, Broadcom LTD with a value of $69.6M, and Apple Inc. with a value of $66.5M.
Examining the 13F form we can see an increase of $5.2B in the current position value, from $179M to 5.38B.
Below you can find more details about West Oak Capital, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$5.38 Billion
Industrials: $2.88 Billion
Technology: $451 Million
Consumer Defensive: $219 Million
Healthcare: $216 Million
Financial Services: $194 Million
ETFs: $177 Million
Consumer Cyclical: $145 Million
Communication Services: $91.6 Million
Other: $183 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
