West Oak Capital, LLC current holdings: USA Stocks
West Oak Capital, LLC reported $0.00 billion in share positions in stocks (listed in the US), 205 positions, in its Form 13F for the quarter ended 2025-09-30; the largest are NVDA, ORCL, AAPL.
- NVDA: Country of operation United States; Class COM; Shares 59,599; Value $111,200.
- ORCL: Country of operation United States; Class COM; Shares 24,840; Value $69,860.
- AAPL: Country of operation United States; Class COM; Shares 26,168; Value $66,632.
- MSFT: Country of operation United States; Class COM; Shares 12,502; Value $64,754.
Form 13F-HR as filed (SEC CIK 1387399): quarter ended 2025-09-30, filed 2025-10-03. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2025-09-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|---|---|---|---|---|---|---|---|
| NVDA Nvidia Corp | United States | COM | 59,599 | $111,200 | 6.28% | 2025-09-30 | 2025-10-03 | +21.78% |
| ORCL Oracle Corporation | United States | COM | 24,840 | $69,860 | 3.94% | 2025-09-30 | 2025-10-03 | -51.01% |
| AAPL Apple Computer Inc | United States | COM | 26,168 | $66,632 | 3.76% | 2025-09-30 | 2025-10-03 | |
| MSFT Microsoft Corp | United States | COM | 12,502 | $64,754 | 3.66% | 2025-09-30 | 2025-10-03 | -1.74% |
| JPM J P Morgan Chase & Co | United States | COM | 20,352 | $64,196 | 3.62% | 2025-09-30 | 2025-10-03 | +6.20% |
| GOOG Alphabet Inc Class C | United States | COM | 23,752 | $57,848 | 3.27% | 2025-09-30 | 2025-10-03 | +38.50% |
| AMZN Amazon.Com Inc | United States | COM | 22,830 | $50,128 | 2.83% | 2025-09-30 | 2025-10-03 | +12.34% |
| ADP Auto Data Processing | United States | COM | 15,027 | $44,104 | 2.49% | 2025-09-30 | 2025-10-03 | -10.80% |
| GLW Corning Inc | United States | COM | 52,130 | $42,762 | 2.41% | 2025-09-30 | 2025-10-03 | +93.48% |
| LLY Lilly Eli & Company | United States | COM | 5,565 | $42,461 | 2.40% | 2025-09-30 | 2025-10-03 | +55.26% |
| COST Costco Wholesale Corp New | United States | COM | 4,541 | $42,033 | 2.37% | 2025-09-30 | 2025-10-03 | -0.11% |
| HD Home Depot Inc | United States | COM | 10,037 | $40,669 | 2.30% | 2025-09-30 | 2025-10-03 | -28.91% |
| AXP American Express Company | United States | COM | 12,077 | $40,115 | 2.26% | 2025-09-30 | 2025-10-03 | -8.06% |
| HUBB Hubbell Inc | United States | COM | 8,215 | $35,350 | 2.00% | 2025-09-30 | 2025-10-03 | +6.69% |
| ABT Abbott Laboratories | United States | COM | 26,194 | $35,084 | 1.98% | 2025-09-30 | 2025-10-03 | -24.63% |
| SCHW The Charles Schwab Corp | United States | COM | 36,067 | $34,433 | 1.94% | 2025-09-30 | 2025-10-03 | +3.80% |
| CVX Chevrontexaco Corp | United States | COM | 21,156 | $32,853 | 1.85% | 2025-09-30 | 2025-10-03 | +31.61% |
| NEE Nextera Energy | United States | COM | 42,063 | $31,753 | 1.79% | 2025-09-30 | 2025-10-03 | +0.53% |
| EMR Emerson Electric Co | United States | COM | 23,685 | $31,070 | 1.75% | 2025-09-30 | 2025-10-03 | +19.87% |
| AMAT Applied Materials Inc | United States | COM | 15,102 | $30,920 | 1.75% | 2025-09-30 | 2025-10-03 | +150.08% |
| ADI Analog Devices Inc | United States | COM | 12,306 | $30,236 | 1.71% | 2025-09-30 | 2025-10-03 | +62.08% |
| ASML ASML Holding NV | COM | 3,084 | $29,856 | 1.69% | 2025-09-30 | 2025-10-03 | +89.49% | |
| PG Procter & Gamble Co | United States | COM | 19,069 | $29,300 | 1.65% | 2025-09-30 | 2025-10-03 | -3.47% |
| APD Air Products & Chemicals | United States | COM | 10,500 | $28,636 | 1.62% | 2025-09-30 | 2025-10-03 | +2.37% |
| LEN Lennar Corp | United States | COM | 21,881 | $27,579 | 1.56% | 2025-09-30 | 2025-10-03 | -34.14% |
| NVS Novartis Ag Spon ADR | COM | 21,418 | $27,466 | 1.55% | 2025-09-30 | 2025-10-03 | +13.62% | |
| LMT Lockheed Martin Corp | United States | COM | 5,365 | $26,783 | 1.51% | 2025-09-30 | 2025-10-03 | +2.60% |
| AMGN Amgen Incorporated | United States | COM | 9,193 | $25,943 | 1.46% | 2025-09-30 | 2025-10-03 | +50.12% |
| CL Colgate-Palmolive Co | United States | COM | 31,189 | $24,932 | 1.41% | 2025-09-30 | 2025-10-03 | +8.16% |
| TXN Texas Instruments Inc | United States | COM | 13,355 | $24,537 | 1.39% | 2025-09-30 | 2025-10-03 | +53.32% |
| DHR Danaher Corp Del | United States | COM | 12,336 | $24,457 | 1.38% | 2025-09-30 | 2025-10-03 | +14.05% |
| CSCO Cisco Systems Inc | United States | COM | 33,460 | $22,893 | 1.29% | 2025-09-30 | 2025-10-03 | +56.30% |
| CAT Caterpillar Inc | United States | COM | 4,704 | $22,445 | 1.27% | 2025-09-30 | 2025-10-03 | +73.25% |
| XOMXXXX Exxon Mobil Corporation | COM | 19,181 | $21,627 | 1.22% | 2025-09-30 | 2025-10-03 | ||
| VZ Verizon Communications | United States | COM | 47,825 | $21,019 | 1.19% | 2025-09-30 | 2025-10-03 | +4.62% |
| CLSK Constellation Energy Co | United States | COM | 6,337 | $20,853 | 1.18% | 2025-09-30 | 2025-10-03 | -8.21% |
| SHW Sherwin-Williams Co | United States | COM | 5,983 | $20,717 | 1.17% | 2025-09-30 | 2025-10-03 | -4.57% |
| ABBV AbbVie Inc | United States | COM | 8,608 | $19,931 | 1.13% | 2025-09-30 | 2025-10-03 | +13.71% |
| PEP Pepsico Incorporated | United States | COM | 13,879 | $19,492 | 1.10% | 2025-09-30 | 2025-10-03 | -8.37% |
| NTRS Northern Trust | United States | COM | 14,330 | $19,288 | 1.09% | 2025-09-30 | 2025-10-03 | +28.48% |
| GIS General Mills Inc | United States | COM | 36,940 | $18,625 | 1.05% | 2025-09-30 | 2025-10-03 | -32.92% |
| IPG Interpublic Group Of Cos | United States | COM | 64,985 | $18,137 | 1.02% | 2025-09-30 | 2025-10-03 | |
| J Jacobs Solutions Inc | United States | COM | 9,609 | $14,401 | 0.81% | 2025-09-30 | 2025-10-03 | -8.93% |
| SYY Sysco Corporation | United States | COM | 16,125 | $13,277 | 0.75% | 2025-09-30 | 2025-10-03 | -4.68% |
| STZ Constellation Brand Cl A | United States | COM | 9,328 | $12,562 | 0.71% | 2025-09-30 | 2025-10-03 | -16.26% |
| MA Mastercard Inc | United States | COM | 1,800 | $10,239 | 0.58% | 2025-09-30 | 2025-10-03 | -0.92% |
| SPB Spectrum Brands Hldg | United States | COM | 17,660 | $9,277 | 0.52% | 2025-09-30 | 2025-10-03 | +53.49% |
| MMM 3M Company | United States | COM | 5,365 | $8,325 | 0.47% | 2025-09-30 | 2025-10-03 | +8.58% |
| TT Trane Technologies Plc | COM | 1,885 | $7,954 | 0.45% | 2025-09-30 | 2025-10-03 | +7.97% | |
| META Meta Platforms Inc | United States | COM | 1,068 | $7,843 | 0.44% | 2025-09-30 | 2025-10-03 | +0.60% |
| AFL A F L A C Inc | United States | COM | 6,545 | $7,311 | 0.41% | 2025-09-30 | 2025-10-03 | +1.75% |
| MS Morgan Stanley | United States | COM | 4,515 | $7,177 | 0.41% | 2025-09-30 | 2025-10-03 | +21.26% |
| JNJ Johnson & Johnson | United States | COM | 3,750 | $6,953 | 0.39% | 2025-09-30 | 2025-10-03 | +44.30% |
| TSCO Tractor Supply Company | United States | COM | 11,875 | $6,753 | 0.38% | 2025-09-30 | 2025-10-03 | -44.59% |
| RTX Raytheon Technologies Corp | United States | COM | 3,585 | $5,999 | 0.34% | 2025-09-30 | 2025-10-03 | +11.72% |
| TROW T Rowe Price Group Inc | United States | COM | 5,450 | $5,594 | 0.32% | 2025-09-30 | 2025-10-03 | +1.82% |
| SHEL Shell Plc | COM | 7,305 | $5,225 | 0.30% | 2025-09-30 | 2025-10-03 | +33.01% | |
| ECL Ecolab Inc | United States | COM | 1,827 | $5,003 | 0.28% | 2025-09-30 | 2025-10-03 | +1.46% |
| CB Chubb Ltd | COM | 1,735 | $4,897 | 0.28% | 2025-09-30 | 2025-10-03 | +17.65% | |
| GOOGL Alphabet Inc Class A | United States | COM | 1,970 | $4,789 | 0.27% | 2025-09-30 | 2025-10-03 | +40.24% |
| EOG E O G Resources Inc | United States | COM | 3,960 | $4,440 | 0.25% | 2025-09-30 | 2025-10-03 | +24.56% |
| PH Parker-Hannifin Corp | United States | COM | 575 | $4,359 | 0.25% | 2025-09-30 | 2025-10-03 | +27.99% |
| GS Goldman Sachs Group Inc | United States | COM | 540 | $4,300 | 0.24% | 2025-09-30 | 2025-10-03 | +15.05% |
| WFC Wells Fargo & Co New | United States | COM | 5,100 | $4,275 | 0.24% | 2025-09-30 | 2025-10-03 | -3.98% |
| V Visa Inc Cl A | United States | COM | 1,245 | $4,250 | 0.24% | 2025-09-30 | 2025-10-03 | +7.18% |
| KO Coca-Cola Company | United States | COM | 5,892 | $3,908 | 0.22% | 2025-09-30 | 2025-10-03 | +30.94% |
| PM Philip Morris Intl Inc | United States | COM | 2,407 | $3,904 | 0.22% | 2025-09-30 | 2025-10-03 | +19.54% |
| NOW Service Now Inc | United States | COM | 424 | $3,902 | 0.22% | 2025-09-30 | 2025-10-03 | -29.40% |
| VTS Vitesse Energy Inc | United States | COM | 16,238 | $3,772 | 0.21% | 2025-09-30 | 2025-10-03 | -28.11% |
| RY Royal Bank Canada | COM | 2,248 | $3,312 | 0.19% | 2025-09-30 | 2025-10-03 | +35.62% | |
| ICE Intrcontinentalexchange | United States | COM | 1,900 | $3,201 | 0.18% | 2025-09-30 | 2025-10-03 | -9.67% |
| AME Ametek Inc New | United States | COM | 1,700 | $3,196 | 0.18% | 2025-09-30 | 2025-10-03 | +33.39% |
| PSA Public Storage Inc | United States | COM | 1,042 | $3,010 | 0.17% | 2025-09-30 | 2025-10-03 | -1.13% |
| VTR Ventas | United States | COM | 4,190 | $2,933 | 0.17% | 2025-09-30 | 2025-10-03 | +24.17% |
| MCD Mc Donalds Corp | United States | COM | 959 | $2,914 | 0.16% | 2025-09-30 | 2025-10-03 | -23.01% |
| FIS Fidelity Natl Info Svcs | United States | COM | 4,300 | $2,835 | 0.16% | 2025-09-30 | 2025-10-03 | -49.42% |
| MAA Mid Amer Apt Cmntys Inc. | United States | COM | 1,965 | $2,746 | 0.16% | 2025-09-30 | 2025-10-03 | -15.24% |
| RVTY Revvity Inc | United States | COM | 3,075 | $2,695 | 0.15% | 2025-09-30 | 2025-10-03 | +74.30% |
| AVB Avalonbay Communities | United States | COM | 1,390 | $2,685 | 0.15% | 2025-09-30 | 2025-10-03 | |
| HONZZZZ Honeywell International | COM | 1,255 | $2,642 | 0.15% | 2025-09-30 | 2025-10-03 | ||
| DIS Disney Walt Co | United States | COM | 2,250 | $2,576 | 0.15% | 2025-09-30 | 2025-10-03 | -7.94% |
| CARR Carrier Global Corp | United States | COM | 4,275 | $2,552 | 0.14% | 2025-09-30 | 2025-10-03 | -7.24% |
| CRM Salesforce Com | United States | COM | 970 | $2,299 | 0.13% | 2025-09-30 | 2025-10-03 | -4.93% |
| CNNE Cannae Holdings Inc | United States | COM | 11,731 | $2,148 | 0.12% | 2025-09-30 | 2025-10-03 | -15.24% |
| UNP Union Pacific Corp | United States | COM | 845 | $1,997 | 0.11% | 2025-09-30 | 2025-10-03 | +15.98% |
| MKC Mc Cormick & Co Inc N-Vt | United States | COM | 2,950 | $1,974 | 0.11% | 2025-09-30 | 2025-10-03 | -27.66% |
| QCOM Qualcomm Inc | United States | COM | 1,155 | $1,921 | 0.11% | 2025-09-30 | 2025-10-03 | +10.66% |
| LENB Lennar Corp | United States | COM | 1,555 | $1,866 | 0.11% | 2025-09-30 | 2025-10-03 | |
| MO Altria Group Inc | United States | COM | 2,740 | $1,810 | 0.10% | 2025-09-30 | 2025-10-03 | +4.03% |
| WMT Wal-Mart Stores Inc | United States | COM | 1,702 | $1,754 | 0.10% | 2025-09-30 | 2025-10-03 | +3.63% |
| STRL Sterling Construction | United States | COM | 500 | $1,698 | 0.10% | 2025-09-30 | 2025-10-03 | +48.65% |
| ENTG Entegris Inc | United States | COM | 1,700 | $1,572 | 0.09% | 2025-09-30 | 2025-10-03 | +67.39% |
| HWM Howmet Aerospace Inc | United States | COM | 800 | $1,570 | 0.09% | 2025-09-30 | 2025-10-03 | +17.69% |
| MYRG Myr Group Inc | United States | COM | 750 | $1,560 | 0.09% | 2025-09-30 | 2025-10-03 | +38.59% |
| VLO Valero Energy Corp New | United States | COM | 900 | $1,532 | 0.09% | 2025-09-30 | 2025-10-03 | +127.72% |
| AJG Arthur J Gallagher&C | United States | COM | 473 | $1,465 | 0.08% | 2025-09-30 | 2025-10-03 | -26.47% |
| ALL Allstate Corporation | United States | COM | 663 | $1,423 | 0.08% | 2025-09-30 | 2025-10-03 | +5.02% |
| SBUX Starbucks Corp | United States | COM | 1,600 | $1,354 | 0.08% | 2025-09-30 | 2025-10-03 | +12.80% |
| GLD Streettracks Gold Trust Index | United States | COM | 380 | $1,351 | 0.08% | 2025-09-30 | 2025-10-03 | +7.71% |
| AMP Ameriprise Financial Inc | United States | COM | 255 | $1,253 | 0.07% | 2025-09-30 | 2025-10-03 | +1.24% |
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