West Oak Capital, LLC

Est. AUM

$2.52B

13F long equity, this entity only

Positions

285

Period

Sep 2025 (Q3)

SEC EDGAR

View filings ↗

Sep 2025 (Q3)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DFA International Core Equities	COM	$126.3M	347345	5.01%	SOLE
2	Jefferies Group Inc New	COM	$119.8M	183107	4.75%	SOLE
3	Nvidia Corp	COM	$111.2M	59599	4.41%	SOLE
4	Broadcom Ltd	COM	$107.1M	32455	4.25%	SOLE
5	Oracle Corporation	COM	$69.9M	24840	2.77%	SOLE
6	Apple Computer Inc	COM	$66.6M	26168	2.64%	SOLE
7	Microsoft Corp	COM	$64.8M	12502	2.57%	SOLE
8	J P Morgan Chase & Co	COM	$64.2M	20352	2.55%	SOLE
9	DFA US Small Cap ETF	COM	$64.0M	93555	2.54%	SOLE
10	Alphabet Inc Class C	COM	$57.8M	23752	2.29%	SOLE
11	JP Morgan Ultra Short	COM	$54.2M	106912	2.15%	SOLE
12	Amazon.Com Inc	COM	$50.1M	22830	1.99%	SOLE
13	Schwab Us Large Co Equities ETF	COM	$47.3M	179680	1.88%	SOLE
14	Auto Data Processing	COM	$44.1M	15027	1.75%	SOLE
15	Corning Inc	COM	$42.8M	52130	1.70%	SOLE
16	Lilly Eli & Company	COM	$42.5M	5565	1.68%	SOLE
17	Costco Wholesale Corp New	COM	$42.0M	4541	1.67%	SOLE
18	Home Depot Inc	COM	$40.7M	10037	1.61%	SOLE
19	American Express Company	COM	$40.1M	12077	1.59%	SOLE
20	Hubbell Inc	COM	$35.4M	8215	1.40%	SOLE
21	Abbott Laboratories	COM	$35.1M	26194	1.39%	SOLE
22	The Charles Schwab Corp	COM	$34.4M	36067	1.37%	SOLE
23	Citigroup Inc	COM	$33.6M	33144	1.33%	SOLE
24	Chevrontexaco Corp	COM	$32.9M	21156	1.30%	SOLE
25	Nextera Energy	COM	$31.8M	42063	1.26%	SOLE
26	Emerson Electric Co	COM	$31.1M	23685	1.23%	SOLE
27	Wisconsin Energy	COM	$31.0M	27090	1.23%	SOLE
28	Applied Materials Inc	COM	$30.9M	15102	1.23%	SOLE
29	Analog Devices Inc	COM	$30.2M	12306	1.20%	SOLE
30	ASML Holding NV	COM	$29.9M	3084	1.18%	SOLE
31	Procter & Gamble Co	COM	$29.3M	19069	1.16%	SOLE
32	Air Products & Chemicals	COM	$28.6M	10500	1.14%	SOLE
33	Lennar Corp	COM	$27.6M	21881	1.09%	SOLE
34	Novartis Ag Spon ADR	COM	$27.5M	21418	1.09%	SOLE
35	Lockheed Martin Corp	COM	$26.8M	5365	1.06%	SOLE
36	Accenture Ltd Cl A	COM	$26.6M	10789	1.06%	SOLE
37	Amgen Incorporated	COM	$25.9M	9193	1.03%	SOLE
38	Colgate-Palmolive Co	COM	$24.9M	31189	0.99%	SOLE
39	Texas Instruments Inc	COM	$24.5M	13355	0.97%	SOLE
40	Danaher Corp Del	COM	$24.5M	12336	0.97%	SOLE
41	Cisco Systems Inc	COM	$22.9M	33460	0.91%	SOLE
42	Caterpillar Inc	COM	$22.4M	4704	0.89%	SOLE
43	Exxon Mobil Corporation	COM	$21.6M	19181	0.86%	SOLE
44	Verizon Communications	COM	$21.0M	47825	0.83%	SOLE
45	Merck & Co Inc	COM	$20.9M	24857	0.83%	SOLE
46	Constellation Energy Co	COM	$20.9M	6337	0.83%	SOLE
47	Sherwin-Williams Co	COM	$20.7M	5983	0.82%	SOLE
48	AbbVie Inc	COM	$19.9M	8608	0.79%	SOLE
49	Pepsico Incorporated	COM	$19.5M	13879	0.77%	SOLE
50	Northern Trust	COM	$19.3M	14330	0.76%	SOLE

1–50 of 279

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.