$128 Billion is the total value of West Oak Capital, LLC's 301 reported holdings in Q3 2013. The portfolio turnover from Q2 2013 to Q3 2013 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BA | New | Boeing Co | $525,695,000 | – | 4,474 | +100.0% | 0.41% | – |
| PSA | New | Public Storage Inc | $256,077,000 | – | 1,595 | +100.0% | 0.20% | – |
| New | Applied Materials Inc | $135,339,000 | – | 7,720 | +100.0% | 0.11% | – | |
| IGSB | New | iShares 1-3 Yr Credit Bond Fund | $111,070,000 | – | 1,055 | +100.0% | 0.09% | – |
| SHY | New | iShares 1-3 Yr Treasury Bond Fd | $89,961,000 | – | 1,065 | +100.0% | 0.07% | – |
| New | Google Inc Class A | $12,263,000 | – | 14 | +100.0% | 0.01% | – | |
| New | Comcast Corp New Cl A | $9,474,000 | – | 210 | +100.0% | 0.01% | – | |
| ONVO | New | Organovo Holdings Inc | $5,193,000 | – | 900 | +100.0% | 0.00% | – |
| MNKKQ | New | Mallinckrodt PLC | $4,144,000 | – | 94 | +100.0% | 0.00% | – |
| XONE | New | Exone Company | $3,195,000 | – | 75 | +100.0% | 0.00% | – |
| New | Above Technologies | $0 | – | 120 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-10-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| NextEra Energy | 42 | Q3 2023 | 2.5% |
| Apple Computer Inc | 42 | Q3 2023 | 2.7% |
| Auto Data Processing | 42 | Q3 2023 | 2.2% |
| Home Depot Inc | 42 | Q3 2023 | 1.9% |
| Johnson & Johnson | 42 | Q3 2023 | 1.9% |
| J P Morgan Chase & Co | 42 | Q3 2023 | 1.8% |
| Chevrontexaco Corp | 42 | Q3 2023 | 1.9% |
| Accenture Ltd Cl A | 42 | Q3 2023 | 1.7% |
| Danaher Corp Del | 42 | Q3 2023 | 1.8% |
| US Bancorp Del New | 42 | Q3 2023 | 1.7% |
View West Oak Capital, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-07-11 |
| 13F-HR | 2022-04-20 |
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.