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West Oak Capital, LLC Current Holdings: USA Other Stocks

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West Oak Capital, LLC current holdings: USA Other Stocks

West Oak Capital, LLC reported $0.00 billion in shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), 34 positions, in its Form 13F for the quarter ended 2025-09-30; the largest are DFA International Core Equities, Jefferies Group Inc New, Broadcom Ltd.

  • DFA International Core Equities: Country of operation —; Class COM; Shares 347,345; Value $126,260.
  • Jefferies Group Inc New: Country of operation —; Class COM; Shares 183,107; Value $119,789.
  • Broadcom Ltd: Country of operation —; Class COM; Shares 32,455; Value $107,072.
  • Citigroup Inc: Country of operation United States; Class COM; Shares 33,144; Value $33,641.

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.

StockCountry of operationClassSharesValueQuarter endFiled
DFA International Core Equities
CUSIP 233203281		COM347,345$126,2602025-09-302025-10-03
Jefferies Group Inc New
CUSIP 472319102		COM183,107$119,7892025-09-302025-10-03
Broadcom Ltd
CUSIP Y09827109		COM32,455$107,0722025-09-302025-10-03
Citigroup Inc
CUSIP 172967101		United StatesCOM33,144$33,6412025-09-302025-10-03
Wisconsin Energy
CUSIP 976657106		COM27,090$31,0422025-09-302025-10-03
Accenture Ltd Cl A
CUSIP G1150G111		COM10,789$26,6062025-09-302025-10-03
Merck & Co Inc
CUSIP 589331107		COM24,857$20,8622025-09-302025-10-03
Target Corporation
CUSIP 7612E1061		COM17,813$15,9782025-09-302025-10-03
Berkshire Hathaway Cl B
CUSIP 084670207		United StatesCOM841$4,2282025-09-302025-10-03
Fidelity Natl Finl Inc
CUSIP 31620R105		COM6,500$3,9322025-09-302025-10-03
Arista Networks Inc
CUSIP 040413106		United StatesCOM2,400$3,4972025-09-302025-10-03
Lam Research Corporation
CUSIP 512807108		United StatesCOM2,250$3,0132025-09-302025-10-03
Equinix Inc New
CUSIP 29444U502		COM358$2,8042025-09-302025-10-03
Cigna Corp
CUSIP 125509109		COM1,581$1,9112025-09-302025-10-03
New Era Energy & Digital Inc. COM U
CUSIP 85308X101		COM56,754$1,0442025-09-302025-10-03
Garmin Ltd
CUSIP G37260109		COM325$8012025-09-302025-10-03
Duke Energy Corp New
CUSIP 26441C105		COM313$3872025-09-302025-10-03
Eaton Corporation
CUSIP 278058102		COM100$3742025-09-302025-10-03
Hewlett-Packard Company
CUSIP 428236103		COM1,130$3082025-09-302025-10-03
Schwab Fundamental US Large Company
CUSIP 808509442		United StatesCOM573$1512025-09-302025-10-03
General Electric Company
CUSIP 369604103		United StatesCOM45$1352025-09-302025-10-03
Astrazeneca
CUSIP 046353108		COM175$1342025-09-302025-10-03
Solventum Corp Com Shs
CUSIP 08344M101		COM150$1102025-09-302025-10-03
Amern Tower Corp Class A
CUSIP 029912201		COM45$872025-09-302025-10-03
Vanguard Total International Stock
CUSIP 921909818		United StatesCOM78$572025-09-302025-10-03
Surf Air Mobility Inc
CUSIP 868927104		United StatesCOM857$372025-09-302025-10-03
Hive Blockchain Technologies L
CUSIP 43366H100		COM500$202025-09-302025-10-03
Match Group Inc
CUSIP 57665R106		COM5$22025-09-302025-10-03
Lehman Bros Holding Inc
CUSIP 524908100		COM1,200$02025-09-302025-10-03
Nortell Networks Xxxx
CUSIP 656568508		COM57$02025-09-302025-10-03
SLS International
CUSIP 784429102		COM1,666$02025-09-302025-10-03
Two Rivers Wtr & Farming
CUSIP 90207B107		COM55$02025-09-302025-10-03
Wheels Up Experience I
CUSIP 96328L106		COM25$02025-09-302025-10-03
Cytogenix Inc Xxx
CUSIP 232825109		COM70$02025-09-302025-10-03

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