West Oak Capital, LLC Last Quarter Change: USA Stocks, New

West Oak Capital, LLC quarter change: USA Stocks, New

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).

COLB: Country of operation United States; Class COM; Shares 2025-06-30 0; Shares 2025-09-30 1,097.
IIPR: Country of operation United States; Class COM; Shares 2025-06-30 0; Shares 2025-09-30 500.
NPWR: Country of operation United States; Class COM; Shares 2025-06-30 0; Shares 2025-09-30 2,500.
PSKY: Country of operation United States; Class COM; Shares 2025-06-30 0; Shares 2025-09-30 350.

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 2025-09-30	Share change	Value 2025-06-30	Value 2025-09-30	Value change
COLB Columbia Banking System Inc	United States	COM	1,097	+1,097	$0	$282	+$282
IIPR Innovative Industrial Properties In	United States	COM	500	+500	$0	$268	+$268
NPWR NET Power Inc	United States	COM	2,500	+2,500	$0	$75	+$75
PSKY Paramount Skydance Corp Cl B	United States	COM	350	+350	$0	$66	+$66
BKKT Bakkt Holdings Cl A Ord	United States	COM	100	+100	$0	$34	+$34
FICO Fair Isaac Corp	United States	COM	1	+1	$0	$15	+$15
SMCI Super Micro Computer Inc	United States	COM	30	+30	$0	$14	+$14
MP MP Materials Corp	United States	COM	10	+10	$0	$7	+$7
SYF Synchrony Financial	United States	COM	3	+3	$0	$2	+$2

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