$122 Billion is the total value of West Oak Capital, LLC's 356 reported holdings in Q1 2011. The portfolio turnover from Q4 2010 to Q1 2011 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2011 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2011-04-07
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| NextEra Energy | 45 | Q2 2024 | 2.5% |
| Apple Computer Inc | 45 | Q2 2024 | 2.7% |
| Auto Data Processing | 45 | Q2 2024 | 2.2% |
| Home Depot Inc | 45 | Q2 2024 | 1.9% |
| J P Morgan Chase & Co | 45 | Q2 2024 | 1.8% |
| Johnson & Johnson | 45 | Q2 2024 | 1.9% |
| Chevrontexaco Corp | 45 | Q2 2024 | 1.9% |
| Accenture Ltd Cl A | 45 | Q2 2024 | 1.7% |
| Danaher Corp Del | 45 | Q2 2024 | 1.8% |
| Air Products & Chemicals | 45 | Q2 2024 | 1.7% |
View West Oak Capital, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-24 |
| N-PX | 2024-07-17 |
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-10-05 |
| 13F-HR | 2023-07-19 |
| 13F-HR | 2023-04-21 |
| 13F-HR | 2023-01-05 |
| 13F-HR/A | 2022-11-14 |
| 13F-HR | 2022-10-28 |
View West Oak Capital, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.