West Oak Capital, LLC Portfolio Holdings
West Oak Capital, LLC
- $2.52 Billion
- Q3 2025
West Oak Capital, LLC has filed its 13F form on October 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.52 Billion distributed in 285 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dfa International Core Equities with a value of $126M, Jefferies Group Inc New with a value of $120M, Nvidia Corp with a value of $111M, Broadcom LTD with a value of $107M, and Oracle Corp with a value of $69.9M.
Examining the 13F form we can see an decrease of $31.6M in the current position value, from $2.55B to 2.52B.
Below you can find more details about West Oak Capital, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.52 Billion
Technology: $538 Million
Financial Services: $222 Million
Industrials: $205 Million
Healthcare: $191 Million
Consumer Defensive: $185 Million
ETFs: $184 Million
Consumer Cyclical: $135 Million
Communication Services: $112 Million
Other: $165 Million
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 285
- Current Value $2.52 Billion
- Prior Value $2.55 Billion
- Filing
- Period Q3 2025
- Filing Date October 03, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 15 stocks
- Additional Purchases 29 stocks
- Sold out of 0 stocks
- Reduced holdings in 116 stocks