West Oak Capital, LLC Portfolio Holdings
West Oak Capital, LLC
- $2.83 Billion
- Q4 2024
West Oak Capital, LLC has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.83 Billion distributed in 320 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Jefferies Group Inc New with a value of $721M, Nvidia Corp with a value of $106M, Broadcom LTD with a value of $92.1M, Apple Inc. with a value of $71.5M, and Microsoft Corp with a value of $55.4M.
Below you can find more details about West Oak Capital, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.83 Billion
Technology: $449 Million
Financial Services: $213 Million
Consumer Defensive: $206 Million
Industrials: $191 Million
Healthcare: $189 Million
ETFs: $184 Million
Consumer Cyclical: $140 Million
Communication Services: $94.8 Million
Other: $168 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 320
- Current Value $2.83 Billion
- Prior Value $2.83 Billion
- Filing
- Period Q4 2024
- Filing Date January 13, 2025
- Form Type 13F-HR/A
- Activity in Q4 2024
- New Purchases 0 stocks
- Additional Purchases 127 stocks
- Sold out of 0 stocks
- Reduced holdings in 126 stocks