West Oak Capital, LLC has filed its 13F form on April 18, 2024 for Q1 2024 where it was disclosed a total value porftolio of $235 Million distributed in 318 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Jefferies Group Inc New with a value of $40.5M, Nvidia Corp with a value of $9.39M, Broadcom LTD with a value of $6.41M, Eli Lilly & CO with a value of $5.74M, and Microsoft Corp with a value of $5.5M.
Examining the 13F form we can see an increase of $21.3M in the current position value, from $214M to 235M.
Below you can find more details about West Oak Capital, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$235 Million
Technology: $40.8 Million
Healthcare: $21 Million
Financial Services: $19.4 Million
Consumer Defensive: $19.4 Million
Industrials: $17.5 Million
ETFs: $15.9 Million
Consumer Cyclical: $14 Million
Communication Services: $6.99 Million
Other: $15.7 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions