West Oak Capital, LLC Incresed Positions in Q3 2025

West Oak Capital, LLC

  • $2.52 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Dfa Us Small Cap ETF
8.1K
+ 9.47%
N/A
93.6K $64M
Dfa International Core Equities
4.77K
+ 1.39%
N/A
347K $126M
JPM
Jpmorgan Chase & CO

Financial Services
600
+ 3.04%
$282.78 - $316.06 $170K - $190K
20.4K $64.2M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
12.1K
+ 22.89%
$24.02 - $27.91 $291K - $338K
65K $18.1M
SYY
Sysco Corp

Consumer Defensive
3.66K
+ 29.31%
$76.33 - $82.51 $279K - $302K
16.1K $13.3M
Target Corporation
5.28K
+ 42.07%
N/A
17.8K $16M
GIS
General Mills Inc

Consumer Defensive
7.67K
+ 26.18%
$48.44 - $53.83 $371K - $413K
36.9K $18.6M
CSCO
Cisco Systems, Inc.

Technology
4.8K
+ 16.75%
$66.2 - $71.79 $318K - $345K
33.5K $22.9M
SCHW
Schwab Charles Corp

Financial Services
1.35K
+ 3.89%
$91.03 - $98.69 $123K - $133K
36.1K $34.4M
NVS
Novartis Ag

Healthcare
5
+ 0.02%
$113.5 - $129.73 $568 - $649
21.4K $27.5M
PEP
Pepsico Inc

Consumer Defensive
20
+ 0.14%
$133.81 - $152.16 $2.68K - $3.04K
13.9K $19.5M
VZ
Verizon Communications Inc

Communication Services
1.76K
+ 3.81%
$40.84 - $45.06 $71.7K - $79.1K
47.8K $21M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
3.77K
+ 169.36%
$20.76 - $21.78 $78.3K - $82.1K
6K $1.29M
VST
Vistra Corp.

Utilities
300
+ 857.14%
$182.0 - $217.92 $54.6K - $65.4K
335 $656K
BSX
Boston Scientific Corp

Healthcare
400
+ 123.08%
$97.03 - $108.14 $38.8K - $43.3K
725 $708K
TSLA
Tesla, Inc.

Consumer Cyclical
45
+ 64.29%
$293.94 - $444.72 $13.2K - $20K
115 $511K
MMM
3 M CO

Industrials
85
+ 1.61%
$144.41 - $160.2 $12.3K - $13.6K
5.37K $8.33M
Hewlett Packard Company
660
+ 140.43%
N/A
1.13K $308K
AEP
American Electric Power CO Inc

Utilities
105
+ 29.17%
$103.26 - $115.0 $10.8K - $12.1K
465 $523K
KMB
Kimberly Clark Corp

Consumer Defensive
115
+ 69.7%
$121.72 - $136.77 $14K - $15.7K
280 $348K
NVO
Novo Nordisk A S

Healthcare
100
+ 588.24%
$45.38 - $71.7 $4.54K - $7.17K
117 $65K
RIOT
Riot Blockchain, Inc.

Technology
15
+ 75.0%
$11.03 - $19.78 $165 - $297
35 $7K
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
100
+ 11.11%
$4.52 - $6.54 $452 - $654
1K $49K
SJW
Sjw Group

Utilities
5
+ 2.0%
N/A
255 $125K
Cava Group Inc
3
+ 0.56%
N/A
539 $326K
EMR
Emerson Electric CO

Industrials
10
+ 0.04%
$128.6 - $149.63 $1.29K - $1.5K
23.7K $31.1M
CL
Colgate Palmolive CO

Consumer Defensive
300
+ 0.97%
$79.36 - $93.33 $23.8K - $28K
31.2K $24.9M
Accenture LTD Cl A
450
+ 4.35%
N/A
10.8K $26.6M
Activity Summary
Buys All Purchases 44 New Holdings 15 Increased Positions 29 Sells All Sells 116 Reductions 116 Sold out 0 Options Calls 0 Puts 0
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