$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 114.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| Exit | Above Technologies | $0 | – | -120 | -100.0% | 0.00% | – | |
| LVS | Exit | Las Vegas Sands Corp | $0 | – | -100 | -100.0% | -0.00% | – |
| AA | Exit | Alcoa Inc | $0 | – | -3,875 | -100.0% | -0.02% | – |
| AMAT | Exit | Applied Materials Inc | $0 | – | -6,995 | -100.0% | -0.09% | – |
| M | Exit | Macys Inc | $0 | – | -4,325 | -100.0% | -0.17% | – |
| DOLE | Exit | Dole Food Co Inc | $0 | – | -16,800 | -100.0% | -0.18% | – |
| Exit | Public Storage Inc | $0 | – | -1,465 | -100.0% | -0.19% | – | |
| Exit | Boeing Co | $0 | – | -4,374 | -100.0% | -0.37% | – |
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.