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.
- IBM: Country of operation United States; Class COM; Shares 440; Value $1,242.
- MCK: Country of operation United States; Class COM; Shares 160; Value $1,236.
- BR: Country of operation United States; Class COM; Shares 500; Value $1,191.
- AVY: Country of operation United States; Class COM; Shares 700; Value $1,135.
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 |
|---|---|---|---|---|---|---|---|---|
| IBM Intl Business Machines | United States | COM | 440 | $1,242 | 0.07% | 2025-09-30 | 2025-10-03 | -22.03% |
| MCK Mckesson Corporation | United States | COM | 160 | $1,236 | 0.07% | 2025-09-30 | 2025-10-03 | +11.95% |
| BR Broadridge | United States | COM | 500 | $1,191 | 0.07% | 2025-09-30 | 2025-10-03 | -32.42% |
| AVY Avery Dennison Corp | United States | COM | 700 | $1,135 | 0.06% | 2025-09-30 | 2025-10-03 | +5.31% |
| DHI D R Horton Co | United States | COM | 640 | $1,085 | 0.06% | 2025-09-30 | 2025-10-03 | -17.74% |
| BAC Bank Of America Corp | United States | COM | 1,810 | $934 | 0.05% | 2025-09-30 | 2025-10-03 | +6.53% |
| MDLZ Mondelez Intl Inc Cl A | United States | COM | 1,360 | $850 | 0.05% | 2025-09-30 | 2025-10-03 | -5.04% |
| USB Us Bancorp Del New | United States | COM | 1,755 | $848 | 0.05% | 2025-09-30 | 2025-10-03 | +20.30% |
| PWR Quanta Services Inc | United States | COM | 200 | $829 | 0.05% | 2025-09-30 | 2025-10-03 | +57.28% |
| ELV Elevance Health | United States | COM | 250 | $808 | 0.05% | 2025-09-30 | 2025-10-03 | +21.54% |
| GILD Gilead Sciences Inc | United States | COM | 665 | $738 | 0.04% | 2025-09-30 | 2025-10-03 | +36.29% |
| BSX Boston Scientific Corp | United States | COM | 725 | $708 | 0.04% | 2025-09-30 | 2025-10-03 | -55.05% |
| TDY Teledyne Technologies | United States | COM | 120 | $703 | 0.04% | 2025-09-30 | 2025-10-03 | +3.34% |
| BMY Bristol-Myers Squibb Co | United States | COM | 1,490 | $672 | 0.04% | 2025-09-30 | 2025-10-03 | +39.38% |
| TW Tradeweb Mkts Inc | United States | COM | 600 | $666 | 0.04% | 2025-09-30 | 2025-10-03 | -9.34% |
| VST Vistra Energy Corp | United States | COM | 335 | $656 | 0.04% | 2025-09-30 | 2025-10-03 | -28.12% |
| SYK Stryker Corp | United States | COM | 175 | $647 | 0.04% | 2025-09-30 | 2025-10-03 | -24.59% |
| EVR Evercore Inc | United States | COM | 175 | $590 | 0.03% | 2025-09-30 | 2025-10-03 | -23.38% |
| AMD Advanced Micro Devices | United States | COM | 345 | $558 | 0.03% | 2025-09-30 | 2025-10-03 | +275.53% |
| CLX Clorox Company | United States | COM | 450 | $555 | 0.03% | 2025-09-30 | 2025-10-03 | -33.82% |
| SLV iShares Silver Trust | United States | COM | 1,295 | $549 | 0.03% | 2025-09-30 | 2025-10-03 | +30.94% |
| CW Curtiss-Wright Corp | United States | COM | 100 | $543 | 0.03% | 2025-09-30 | 2025-10-03 | -1.67% |
| AEP Amer Electric Pwr Co | United States | COM | 465 | $523 | 0.03% | 2025-09-30 | 2025-10-03 | +6.04% |
| PIPRXXXX Piper Sandler Cos | United States | COM | 150 | $520 | 0.03% | 2025-09-30 | 2025-10-03 | |
| TSLA Tesla Inc | United States | COM | 115 | $511 | 0.03% | 2025-09-30 | 2025-10-03 | -20.66% |
| UNH Unitedhealth Group Inc | United States | COM | 125 | $432 | 0.02% | 2025-09-30 | 2025-10-03 | +8.58% |
| FISV Fiserv Inc | United States | COM | 300 | $387 | 0.02% | 2025-09-30 | 2025-10-03 | — split 2025-10-29, ratio not on file |
| CMG Chipotle Mexican Grill | United States | COM | 901 | $353 | 0.02% | 2025-09-30 | 2025-10-03 | -18.65% |
| VLTO Veralto Corp | United States | COM | 330 | $350 | 0.02% | 2025-09-30 | 2025-10-03 | -9.34% |
| KMB Kimberly-Clark Corp | United States | COM | 280 | $348 | 0.02% | 2025-09-30 | 2025-10-03 | -20.39% |
| CHD Church & Dwight Co Inc | United States | COM | 377 | $330 | 0.02% | 2025-09-30 | 2025-10-03 | +8.35% |
| CAVA Cava Group Inc | United States | COM | 539 | $326 | 0.02% | 2025-09-30 | 2025-10-03 | -12.03% |
| HEI Heico Corp | United States | COM | 100 | $323 | 0.02% | 2025-09-30 | 2025-10-03 | -4.87% |
| DECK Deckers Outdoor Corp | United States | COM | 303 | $307 | 0.02% | 2025-09-30 | 2025-10-03 | -23.37% |
| COLB Columbia Banking System Inc | United States | COM | 1,097 | $282 | 0.02% | 2025-09-30 | 2025-10-03 | +11.46% |
| BAH Booz Allen Hamilton | United States | COM | 275 | $275 | 0.02% | 2025-09-30 | 2025-10-03 | -30.26% |
| BKNG Booking Holdings Inc | United States | COM | 5 | $270 | 0.02% | 2025-09-30 | 2025-10-03 | -24.83% |
| MET Metlife Inc | United States | COM | 325 | $268 | 0.02% | 2025-09-30 | 2025-10-03 | +15.58% |
| IIPR Innovative Industrial Properties In | United States | COM | 500 | $268 | 0.02% | 2025-09-30 | 2025-10-03 | +1.74% |
| ISRG Intuitive Surgical | United States | COM | 60 | $268 | 0.02% | 2025-09-30 | 2025-10-03 | -7.84% |
| ADBE Adobe Systems Inc | United States | COM | 75 | $265 | 0.01% | 2025-09-30 | 2025-10-03 | -33.90% |
| NKE Nike Inc Class B | United States | COM | 375 | $261 | 0.01% | 2025-09-30 | 2025-10-03 | -48.60% |
| NMAX Newsmax | United States | COM | 2,000 | $248 | 0.01% | 2025-09-30 | 2025-10-03 | -12.50% |
| ORLY O Reilly Automotive New | United States | COM | 210 | $226 | 0.01% | 2025-09-30 | 2025-10-03 | -20.17% |
| TSM Taiwan Semiconductr | COM | 77 | $215 | 0.01% | 2025-09-30 | 2025-10-03 | +63.61% | |
| CAH Cardinal Health Inc | United States | COM | 130 | $204 | 0.01% | 2025-09-30 | 2025-10-03 | +42.65% |
| JXNPRA Jackson Financial Inc | United States | COM | 200 | $202 | 0.01% | 2025-09-30 | 2025-10-03 | |
| PNC PNC Finl Services Gp Inc | United States | COM | 100 | $201 | 0.01% | 2025-09-30 | 2025-10-03 | +10.31% |
| VRTX Vertex Pharmaceutical | United States | COM | 50 | $196 | 0.01% | 2025-09-30 | 2025-10-03 | +34.49% |
| GPC Genuine Parts Co | United States | COM | 141 | $195 | 0.01% | 2025-09-30 | 2025-10-03 | -8.41% |
| BAX Baxter International Inc | United States | COM | 750 | $171 | 0.01% | 2025-09-30 | 2025-10-03 | +3.12% |
| BEN Franklin Resources Inc | United States | COM | 735 | $170 | 0.01% | 2025-09-30 | 2025-10-03 | +41.25% |
| AMTM Amentum Holdings Inc | United States | COM | 696 | $167 | 0.01% | 2025-09-30 | 2025-10-03 | -24.22% |
| INTC Intel Corp | United States | COM | 495 | $166 | 0.01% | 2025-09-30 | 2025-10-03 | +245.54% |
| DTE D T E Energy Company | United States | COM | 115 | $163 | 0.01% | 2025-09-30 | 2025-10-03 | -13.46% |
| MUFG Mitsubishi UFJ Financial Group Inc | COM | 1,000 | $159 | 0.01% | 2025-09-30 | 2025-10-03 | +45.11% | |
| IREN iShares Gold Trust | COM | 207 | $151 | 0.01% | 2025-09-30 | 2025-10-03 | -11.83% | |
| COP Conocophillips | United States | COM | 150 | $142 | 0.01% | 2025-09-30 | 2025-10-03 | +32.61% |
| PYPL Paypal Holdings Inco | United States | COM | 200 | $134 | 0.01% | 2025-09-30 | 2025-10-03 | -19.64% |
| HTO H2O America | United States | COM | 255 | $125 | 0.01% | 2025-09-30 | 2025-10-03 | +26.59% |
| NFLX Netflix Inc | United States | COM | 10 | $120 | 0.01% | 2025-09-30 | 2025-10-03 | -41.36% |
| FDX Fedex Corporation | United States | COM | 50 | $118 | 0.01% | 2025-09-30 | 2025-10-03 | +51.28% |
| KHC Kraft Heinz Company | United States | COM | 450 | $117 | 0.01% | 2025-09-30 | 2025-10-03 | -9.95% |
| SRE Sempra Energy | United States | COM | 130 | $117 | 0.01% | 2025-09-30 | 2025-10-03 | -13.11% |
| PHM Pulte Homes Inc | United States | COM | 85 | $112 | 0.01% | 2025-09-30 | 2025-10-03 | -10.32% |
| MRP Millrose Pptys Inc Class A | United States | COM | 325 | $109 | 0.01% | 2025-09-30 | 2025-10-03 | -21.12% |
| GEV GE Vernova Llc Com | United States | COM | 17 | $105 | 0.01% | 2025-09-30 | 2025-10-03 | +56.53% |
| NU Nu Holdings Ltd | COM | 550 | $88 | 0.00% | 2025-09-30 | 2025-10-03 | -22.86% | |
| EMN Eastman Chemical Co | United States | COM | 135 | $85 | 0.00% | 2025-09-30 | 2025-10-03 | +4.28% |
| NPWR NET Power Inc | United States | COM | 2,500 | $75 | 0.00% | 2025-09-30 | 2025-10-03 | -49.83% |
| OKE Oneok Inc | United States | COM | 100 | $73 | 0.00% | 2025-09-30 | 2025-10-03 | +19.04% |
| PSKY Paramount Skydance Corp Cl B | United States | COM | 350 | $66 | 0.00% | 2025-09-30 | 2025-10-03 | -47.20% |
| NVO Novo-Nordisk A-S ADR | COM | 117 | $65 | 0.00% | 2025-09-30 | 2025-10-03 | -30.96% | |
| ROK Rockwell Automation Inc | United States | COM | 18 | $63 | 0.00% | 2025-09-30 | 2025-10-03 | +23.46% |
| MCHP Microchip Technology Inc | United States | COM | 80 | $51 | 0.00% | 2025-09-30 | 2025-10-03 | +22.67% |
| SLB Schlumberger Ltd | COM | 145 | $50 | 0.00% | 2025-09-30 | 2025-10-03 | +45.10% | |
| RXRX Recursion Pharmaceuticals Inc | United States | COM | 1,000 | $49 | 0.00% | 2025-09-30 | 2025-10-03 | -17.42% |
| PSMT Pricesmart Inc | United States | COM | 35 | $42 | 0.00% | 2025-09-30 | 2025-10-03 | +40.59% |
| SPOT Spotify Technology SA | COM | 6 | $42 | 0.00% | 2025-09-30 | 2025-10-03 | -29.28% | |
| BIIB Biogen Idec Inc | United States | COM | 25 | $35 | 0.00% | 2025-09-30 | 2025-10-03 | +62.10% |
| BKKT Bakkt Holdings Cl A Ord | United States | COM | 100 | $34 | 0.00% | 2025-09-30 | 2025-10-03 | -75.93% |
| AFRM Affirm Hldgs Inc | United States | COM | 40 | $29 | 0.00% | 2025-09-30 | 2025-10-03 | -5.17% |
| RUM Rumble Cl A | United States | COM | 300 | $22 | 0.00% | 2025-09-30 | 2025-10-03 | +6.63% |
| FICO Fair Isaac Corp | United States | COM | 1 | $15 | 0.00% | 2025-09-30 | 2025-10-03 | -58.71% |
| JACK Jack In The Box Inc | United States | COM | 70 | $14 | 0.00% | 2025-09-30 | 2025-10-03 | -31.92% |
| STRT Strattec Security Corp | United States | COM | 20 | $14 | 0.00% | 2025-09-30 | 2025-10-03 | -2.22% |
| SMCI Super Micro Computer Inc | United States | COM | 30 | $14 | 0.00% | 2025-09-30 | 2025-10-03 | -14.43% |
| WBD Warner Brothers Discover | United States | COM | 72 | $14 | 0.00% | 2025-09-30 | 2025-10-03 | +57.96% |
| UPST Upstart Hldgs Inc | United States | COM | 25 | $13 | 0.00% | 2025-09-30 | 2025-10-03 | -54.45% |
| SLDP Solid Power Inc | United States | COM | 241 | $8 | 0.00% | 2025-09-30 | 2025-10-03 | -34.58% |
| MP MP Materials Corp | United States | COM | 10 | $7 | 0.00% | 2025-09-30 | 2025-10-03 | -32.26% |
| RIOT Riot Blockchain I N C | United States | COM | 35 | $7 | 0.00% | 2025-09-30 | 2025-10-03 | +12.40% |
| EXC Exelon Corporation | United States | COM | 16 | $7 | 0.00% | 2025-09-30 | 2025-10-03 | -9.69% |
| ALB Albemarle Corp | United States | COM | 5 | $4 | 0.00% | 2025-09-30 | 2025-10-03 | +32.73% |
| AG First Majestic Silver | COM | 29 | $4 | 0.00% | 2025-09-30 | 2025-10-03 | +47.11% | |
| SFM Sprouts Farmers Market Inc | United States | COM | 2 | $2 | 0.00% | 2025-09-30 | 2025-10-03 | -40.58% |
| SYF Synchrony Financial | United States | COM | 3 | $2 | 0.00% | 2025-09-30 | 2025-10-03 | +0.94% |
| YUM Yum Brands Inc | United States | COM | 1 | $2 | 0.00% | 2025-09-30 | 2025-10-03 | -9.39% |
| DLTR Dollar Tree Inc | United States | COM | 2 | $2 | 0.00% | 2025-09-30 | 2025-10-03 | +20.06% |
| SMRT Smartrent Inc | United States | COM | 100 | $1 | 0.00% | 2025-09-30 | 2025-10-03 | -16.31% |
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