West Oak Capital, LLC has filed its 13F form on July 24, 2024 for Q2 2024 where it was disclosed a total value porftolio of $179 Million distributed in 329 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $11.8M, Eli Lilly & CO with a value of $6.06M, Microsoft Corp with a value of $5.95M, Apple Inc. with a value of $5.62M, and Schwab Strategic Tr Us Large C with a value of $5.07M.
Examining the 13F form we can see an decrease of $56.2M in the current position value, from $235M to 179M.
Below you can find more details about West Oak Capital, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$179 Million
Technology: $46.9 Million
Healthcare: $21.2 Million
Consumer Defensive: $20 Million
Financial Services: $19.3 Million
Industrials: $17.2 Million
ETFs: $16.1 Million
Consumer Cyclical: $13.6 Million
Communication Services: $8.59 Million
Other: $16.2 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions