West Oak Capital, LLC quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2025-06-30 to 2025-09-30, West Oak Capital, LLC opened 9 positions, added to 22, reduced 95, sold out of 33 and left 79 unchanged. The largest increase in value was GLW (+$14,064); the largest decrease was JNJ (-$20,508).
- JPM: Country of operation United States; Class COM; Shares 2025-06-30 19,752; Shares 2025-09-30 20,352.
- IPG: Country of operation United States; Class COM; Shares 2025-06-30 52,880; Shares 2025-09-30 64,985.
- SYY: Country of operation United States; Class COM; Shares 2025-06-30 12,470; Shares 2025-09-30 16,125.
- GIS: Country of operation United States; Class COM; Shares 2025-06-30 29,275; Shares 2025-09-30 36,940.
Two Form 13F-HR filings compared (SEC CIK 1387399): 2025-06-30 (filed 2025-07-15) and 2025-09-30 (filed 2025-10-03). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2025-06-30 | Shares 2025-09-30 | Share change | Value 2025-06-30 | Value 2025-09-30 | Value change |
|---|
JPM
J P Morgan Chase & Co | United States | COM | 19,752 | 20,352 | +600 | $57,263 | $64,196 | +$6,933 |
|---|
IPG
Interpublic Group Of Cos | United States | COM | 52,880 | 64,985 | +12,105 | $12,945 | $18,137 | +$5,192 |
|---|
SYY
Sysco Corporation | United States | COM | 12,470 | 16,125 | +3,655 | $9,445 | $13,277 | +$3,832 |
|---|
GIS
General Mills Inc | United States | COM | 29,275 | 36,940 | +7,665 | $15,167 | $18,625 | +$3,458 |
|---|
CL
Colgate-Palmolive Co | United States | COM | 30,889 | 31,189 | +300 | $28,078 | $24,932 | -$3,146 |
|---|
CSCO
Cisco Systems Inc | United States | COM | 28,660 | 33,460 | +4,800 | $19,884 | $22,893 | +$3,009 |
|---|
SCHW
The Charles Schwab Corp | United States | COM | 34,717 | 36,067 | +1,350 | $31,676 | $34,433 | +$2,757 |
|---|
NVS
Novartis Ag Spon ADR | | COM | 21,413 | 21,418 | +5 | $25,912 | $27,466 | +$1,554 |
|---|
PEP
Pepsico Incorporated | United States | COM | 13,859 | 13,879 | +20 | $18,299 | $19,492 | +$1,193 |
|---|
VZ
Verizon Communications | United States | COM | 46,070 | 47,825 | +1,755 | $19,934 | $21,019 | +$1,085 |
|---|
VST
Vistra Energy Corp | United States | COM | 35 | 335 | +300 | $68 | $656 | +$588 |
|---|
EMR
Emerson Electric Co | United States | COM | 23,675 | 23,685 | +10 | $31,566 | $31,070 | -$496 |
|---|
BSX
Boston Scientific Corp | United States | COM | 325 | 725 | +400 | $349 | $708 | +$359 |
|---|
TSLA
Tesla Inc | United States | COM | 70 | 115 | +45 | $222 | $511 | +$289 |
|---|
MMM
3M Company | United States | COM | 5,280 | 5,365 | +85 | $8,038 | $8,325 | +$287 |
|---|
AEP
Amer Electric Pwr Co | United States | COM | 360 | 465 | +105 | $374 | $523 | +$149 |
|---|
KMB
Kimberly-Clark Corp | United States | COM | 165 | 280 | +115 | $213 | $348 | +$135 |
|---|
CAVA
Cava Group Inc | United States | COM | 536 | 539 | +3 | $451 | $326 | -$125 |
|---|
NVO
Novo-Nordisk A-S ADR | | COM | 17 | 117 | +100 | $12 | $65 | +$53 |
|---|
RIOT
Riot Blockchain I N C | United States | COM | 20 | 35 | +15 | $2 | $7 | +$5 |
|---|
HTO
H2O America | United States | COM | 250 | 255 | +5 | $130 | $125 | -$5 |
|---|
RXRX
Recursion Pharmaceuticals Inc | United States | COM | 900 | 1,000 | +100 | $46 | $49 | +$3 |
|---|
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