$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 3.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LUK | Leucadia National Corp | $24,014,947,000 | +3.9% | 881,606 | 0.0% | 18.80% | -2.5% | |
| Y | Alleghany Corp Del | $1,147,020,000 | +6.9% | 2,800 | 0.0% | 0.90% | +0.3% | |
| LLTC | Linear Technology Corp | $1,045,239,000 | +7.7% | 26,355 | 0.0% | 0.82% | +1.0% | |
| FNF | Fidelity Natl Finl Inc | $880,460,000 | +11.7% | 33,100 | 0.0% | 0.69% | +4.9% | |
| FIS | Fidelity Natl Info Svcs | $678,024,000 | +8.4% | 14,600 | 0.0% | 0.53% | +1.7% | |
| PM | Philip Morris Intl Inc | $531,230,000 | -0.0% | 6,135 | 0.0% | 0.42% | -6.1% | |
| AME | Ametek Inc New | $503,919,000 | +8.8% | 10,950 | 0.0% | 0.39% | +2.1% | |
| ALL | Allstate Corporation | $330,243,000 | +5.0% | 6,533 | 0.0% | 0.26% | -1.5% | |
| BMY | Bristol-Myers Squibb Co | $270,738,000 | +3.6% | 5,850 | 0.0% | 0.21% | -2.8% | |
| SHLDQ | Sears Holdings Corp | $261,221,000 | +41.4% | 4,391 | 0.0% | 0.20% | +32.5% | |
| LPS | Lender Processing Services Inc | $242,871,000 | +2.8% | 7,300 | 0.0% | 0.19% | -3.6% | |
| APC | Anadarko Petroleum Corp | $232,475,000 | +8.2% | 2,500 | 0.0% | 0.18% | +1.7% | |
| DVN | Devon Energy Cp New | $218,044,000 | +11.3% | 3,775 | 0.0% | 0.17% | +4.9% | |
| MO | Altria Group Inc | $212,111,000 | -1.8% | 6,175 | 0.0% | 0.17% | -7.8% | |
| CYN | City National Corp | $189,981,000 | +5.2% | 2,850 | 0.0% | 0.15% | -1.3% | |
| MMM | 3M Company | $182,100,000 | +9.2% | 1,525 | 0.0% | 0.14% | +2.9% | |
| CLX | Clorox Company | $171,612,000 | -1.7% | 2,100 | 0.0% | 0.13% | -8.2% | |
| SNA | Snap On Inc | $149,250,000 | +11.3% | 1,500 | 0.0% | 0.12% | +4.5% | |
| ESRX | Express Scripts Hldg Co | $138,988,000 | +0.1% | 2,249 | 0.0% | 0.11% | -6.0% | |
| AIA | iShares S&P Asia 50 | $136,355,000 | +9.3% | 2,935 | 0.0% | 0.11% | +2.9% | |
| PKI | Perkinelmer Inc | $132,125,000 | +16.2% | 3,500 | 0.0% | 0.10% | +8.4% | |
| IWR | iShares Russell Midcap Index | $125,163,000 | +7.1% | 900 | 0.0% | 0.10% | +1.0% | |
| K | Kellogg Company | $117,460,000 | -8.6% | 2,000 | 0.0% | 0.09% | -14.0% | |
| MDLZ | Mondelez Intl Inc Cl A | $115,252,000 | +10.1% | 3,668 | 0.0% | 0.09% | +3.4% | |
| V107SC | Wellpoint Health Networks | $108,693,000 | +2.2% | 1,300 | 0.0% | 0.08% | -4.5% | |
| SJM | J M Smucker Co New | $105,040,000 | +1.8% | 1,000 | 0.0% | 0.08% | -4.7% | |
| FHN | First Horizon Natl Corp | $102,833,000 | -1.9% | 9,357 | 0.0% | 0.08% | -8.0% | |
| DD | DuPont | $90,768,000 | +11.5% | 1,550 | 0.0% | 0.07% | +4.4% | |
| VUG | Vanguard Growth | $88,841,000 | +8.3% | 1,050 | 0.0% | 0.07% | +2.9% | |
| MHFI | McGraw-Hill Cos | $85,267,000 | +23.3% | 1,300 | 0.0% | 0.07% | +15.5% | |
| UNP | Union Pacific Corp | $80,000,000 | +0.7% | 515 | 0.0% | 0.06% | -4.5% | |
| KRFT | Kraft Foods Group | $79,822,000 | -6.1% | 1,521 | 0.0% | 0.06% | -12.7% | |
| SLV | iShares Silver Trust | $78,062,000 | +10.2% | 3,735 | 0.0% | 0.06% | +3.4% | |
| DVY | iShares Dow Jones Select Dividend Fund | $71,316,000 | +3.6% | 1,075 | 0.0% | 0.06% | -1.8% | |
| WMT | Wal-Mart Stores Inc | $70,262,000 | -0.7% | 950 | 0.0% | 0.06% | -6.8% | |
| DE | Deere & Company | $69,019,000 | +0.2% | 848 | 0.0% | 0.05% | -5.3% | |
| GILD | Gilead Sciences Inc | $68,025,000 | +22.6% | 1,082 | 0.0% | 0.05% | +15.2% | |
| UPS | United Parcel Service B | $66,883,000 | +5.7% | 732 | 0.0% | 0.05% | -1.9% | |
| DEO | Diageo Plc New Adr | $65,065,000 | +10.6% | 512 | 0.0% | 0.05% | +4.1% | |
| BEAM | Beam Inc | $54,953,000 | +2.4% | 850 | 0.0% | 0.04% | -4.4% | |
| EMN | Eastman Chemical Co | $54,530,000 | +11.3% | 700 | 0.0% | 0.04% | +4.9% | |
| CSX | C S X Corp | $51,480,000 | +11.0% | 2,000 | 0.0% | 0.04% | +2.6% | |
| HOG | Harley Davidson Inc | $49,786,000 | +17.2% | 775 | 0.0% | 0.04% | +11.4% | |
| LLY | Lilly Eli & Company | $50,330,000 | +2.5% | 1,000 | 0.0% | 0.04% | -4.9% | |
| MCY | Mercury General Corp | $48,310,000 | +9.9% | 1,000 | 0.0% | 0.04% | +2.7% | |
| COV | Covidien Ltd | $46,132,000 | -3.0% | 757 | 0.0% | 0.04% | -10.0% | |
| TIF | Tiffany & Co New | $45,972,000 | +5.2% | 600 | 0.0% | 0.04% | 0.0% | |
| SHW | Sherwin-Williams Co | $45,545,000 | +3.2% | 250 | 0.0% | 0.04% | -2.7% | |
| HPQ | Hewlett-Packard Company | $43,030,000 | -15.4% | 2,050 | 0.0% | 0.03% | -19.0% | |
| XLE | Sector Spdr Engy Select | $43,113,000 | +5.9% | 520 | 0.0% | 0.03% | 0.0% | |
| DLX | De Luxe Corp | $41,660,000 | +20.2% | 1,000 | 0.0% | 0.03% | +13.8% | |
| XYL | Xylem Inc | $41,895,000 | +3.7% | 1,500 | 0.0% | 0.03% | -2.9% | |
| SYY | Sysco Corporation | $41,379,000 | -6.8% | 1,300 | 0.0% | 0.03% | -13.5% | |
| DFS | Discover Financial Svcs | $39,421,000 | +6.1% | 780 | 0.0% | 0.03% | 0.0% | |
| EOG | E O G Resources Inc | $38,257,000 | +28.6% | 226 | 0.0% | 0.03% | +20.0% | |
| ALEX | Alexander & Baldwin Inc | $36,020,000 | -9.4% | 1,000 | 0.0% | 0.03% | -15.2% | |
| FBHS | Fortune Brands Hm & Sec | $35,386,000 | +7.5% | 850 | 0.0% | 0.03% | +3.7% | |
| SLB | Schlumberger Ltd | $34,991,000 | +23.3% | 396 | 0.0% | 0.03% | +12.5% | |
| HIG | Hartford Finl Svcs Grp | $33,236,000 | +0.6% | 1,068 | 0.0% | 0.03% | -7.1% | |
| DTE | D T E Energy Company | $32,990,000 | -1.5% | 500 | 0.0% | 0.03% | -7.1% | |
| GAS | A G L Resources Inc | $32,221,000 | +7.4% | 700 | 0.0% | 0.02% | 0.0% | |
| IJH | iShares S&P Midcap 400 Index | $31,035,000 | +7.5% | 250 | 0.0% | 0.02% | 0.0% | |
| AVY | Avery Dennison Corp | $30,464,000 | +1.8% | 700 | 0.0% | 0.02% | -4.0% | |
| CELG | Celgene Corp | $30,827,000 | +31.8% | 200 | 0.0% | 0.02% | +20.0% | |
| TEL | TE Connectivity Ltd | $31,068,000 | +13.7% | 600 | 0.0% | 0.02% | +4.3% | |
| ED | Consolidated Edison Inc | $27,570,000 | -5.4% | 500 | 0.0% | 0.02% | -8.3% | |
| RRC | Range Resources Corp | $28,459,000 | -1.8% | 375 | 0.0% | 0.02% | -8.3% | |
| ITT | I T T Industries Inc | $26,963,000 | +22.2% | 750 | 0.0% | 0.02% | +16.7% | |
| VNQ | Vanguard REIT ETF | $26,456,000 | -3.8% | 400 | 0.0% | 0.02% | -8.7% | |
| MATX | Matson Inc | $26,230,000 | +4.9% | 1,000 | 0.0% | 0.02% | 0.0% | |
| TDY | Teledyne Technologies | $25,479,000 | +9.8% | 300 | 0.0% | 0.02% | +5.3% | |
| BR | Broadridge | $25,400,000 | +19.5% | 800 | 0.0% | 0.02% | +11.1% | |
| ENTG | Entegris Inc | $24,841,000 | +8.3% | 2,445 | 0.0% | 0.02% | 0.0% | |
| DHI | D R Horton Co | $24,288,000 | -8.7% | 1,250 | 0.0% | 0.02% | -13.6% | |
| SRSCQ | Sears Canada Inc | $22,917,000 | +17.2% | 1,880 | 0.0% | 0.02% | +12.5% | |
| TTE | Total SA Adr | $23,168,000 | +18.9% | 400 | 0.0% | 0.02% | +12.5% | |
| XLS | Exelis Inc | $23,565,000 | +13.9% | 1,500 | 0.0% | 0.02% | +5.9% | |
| ZBH | Zimmer Holdings Inc | $22,999,000 | +9.6% | 280 | 0.0% | 0.02% | +5.9% | |
| SVU | Supervalu Inc | $21,398,000 | +32.3% | 2,600 | 0.0% | 0.02% | +30.8% | |
| TYC | Tyco Intl Ltd New | $20,988,000 | +6.2% | 600 | 0.0% | 0.02% | 0.0% | |
| LXK | Lexmark Intl Inc Cl A | $18,150,000 | +7.9% | 550 | 0.0% | 0.01% | 0.0% | |
| CAKE | Cheesecake Factory Inc | $16,481,000 | +4.9% | 375 | 0.0% | 0.01% | 0.0% | |
| PCLN | Priceline.Com Inc New | $16,175,000 | +22.3% | 16 | 0.0% | 0.01% | +18.2% | |
| ADT | ADT Corp | $15,044,000 | +2.0% | 370 | 0.0% | 0.01% | 0.0% | |
| UNG | U.S. Natural Gas Fund | $13,619,000 | -3.5% | 745 | 0.0% | 0.01% | -8.3% | |
| EWZ | iShares MSCI Brazil Index | $14,373,000 | +9.2% | 300 | 0.0% | 0.01% | 0.0% | |
| MRO | Marathon Oil Corp | $13,952,000 | +0.9% | 400 | 0.0% | 0.01% | -8.3% | |
| INAP | Internap Network Svc New | $13,900,000 | -16.0% | 2,000 | 0.0% | 0.01% | -21.4% | |
| NKE | Nike Inc Class B | $12,204,000 | +14.1% | 168 | 0.0% | 0.01% | +11.1% | |
| XLK | Sector SPDR Technology Shares | $12,015,000 | +4.8% | 375 | 0.0% | 0.01% | -10.0% | |
| TJX | T J X Cos Inc | $11,278,000 | +12.6% | 200 | 0.0% | 0.01% | +12.5% | |
| VFC | V F Corporation | $11,744,000 | +3.1% | 59 | 0.0% | 0.01% | -10.0% | |
| BIDU | Baidu Inc Adr | $9,776,000 | +64.0% | 63 | 0.0% | 0.01% | +60.0% | |
| TRV | Travelers Companies Inc | $10,766,000 | +6.1% | 127 | 0.0% | 0.01% | 0.0% | |
| RAI | Reynolds American Inc | $9,658,000 | +0.8% | 198 | 0.0% | 0.01% | 0.0% | |
| MURGY | Munich RE ADR | $10,079,000 | +6.4% | 515 | 0.0% | 0.01% | 0.0% | |
| DOW | Dow Chemical Company | $9,600,000 | +19.4% | 250 | 0.0% | 0.01% | +14.3% | |
| WY | Weyerhaeuser Co | $9,305,000 | +0.5% | 325 | 0.0% | 0.01% | -12.5% | |
| EL | Estee Lauder Co Inc Cl A | $9,227,000 | +6.3% | 132 | 0.0% | 0.01% | 0.0% | |
| PPG | PPG Industries Inc | $9,355,000 | +14.1% | 56 | 0.0% | 0.01% | 0.0% | |
| PNR | Pentair Ltd | $9,286,000 | +12.6% | 143 | 0.0% | 0.01% | 0.0% | |
| LLL | L-3 Communications Hldgs | $9,450,000 | +10.2% | 100 | 0.0% | 0.01% | 0.0% | |
| ANF | Abercrombie & Fitch Cl A | $7,074,000 | -21.8% | 200 | 0.0% | 0.01% | -25.0% | |
| SBAC | S B A Communications Cp | $7,724,000 | +8.5% | 96 | 0.0% | 0.01% | 0.0% | |
| HSBC | HSBC Hldgs Plc Adr New | $7,542,000 | +4.5% | 139 | 0.0% | 0.01% | 0.0% | |
| PNC Finl Services Gp Inc | $7,317,000 | -0.7% | 101 | 0.0% | 0.01% | 0.0% | ||
| SMTC | Semtech Corp | $7,498,000 | -14.4% | 250 | 0.0% | 0.01% | -14.3% | |
| IWS | iShares Russell Midcap Value Index | $6,091,000 | +5.2% | 100 | 0.0% | 0.01% | 0.0% | |
| PCP | Precision Castparts Corp | $6,135,000 | +0.5% | 27 | 0.0% | 0.01% | 0.0% | |
| IPG | Interpublic Group Of Cos | $6,013,000 | +18.1% | 350 | 0.0% | 0.01% | +25.0% | |
| RHT | Redhat Inc | $6,875,000 | -3.5% | 149 | 0.0% | 0.01% | -16.7% | |
| MET | Metlife Inc | $5,916,000 | +2.6% | 126 | 0.0% | 0.01% | 0.0% | |
| AMGZO | AMG Capital Trust (Conv Pfd) | $6,237,000 | +3.0% | 99 | 0.0% | 0.01% | 0.0% | |
| MON | Monsanto Co New Del | $6,367,000 | +5.6% | 61 | 0.0% | 0.01% | 0.0% | |
| GSK | Glaxosmithkline Plc Adr | $5,519,000 | +0.4% | 110 | 0.0% | 0.00% | -20.0% | |
| NOC | Northrop Grumman Corp | $5,239,000 | +15.0% | 55 | 0.0% | 0.00% | 0.0% | |
| KMI | Kinder Morgan Inc | $5,727,000 | -6.8% | 161 | 0.0% | 0.00% | -20.0% | |
| BDX | Becton Dickinson & Co | $4,601,000 | +1.2% | 46 | 0.0% | 0.00% | 0.0% | |
| CE | Celanese Corp | $5,279,000 | +17.8% | 100 | 0.0% | 0.00% | 0.0% | |
| TIBX | Tibco Software Inc | $5,118,000 | +19.6% | 200 | 0.0% | 0.00% | 0.0% | |
| Starwood Htls & Resorts | $4,784,000 | +5.1% | 72 | 0.0% | 0.00% | 0.0% | ||
| NYCB | New York Cmnty Bancorp | $4,911,000 | +7.9% | 325 | 0.0% | 0.00% | 0.0% | |
| Titan Medical Inc | $4,710,000 | -12.8% | 10,000 | 0.0% | 0.00% | -20.0% | ||
| BBL | BHP Billiton Adr New | $3,296,000 | +14.8% | 56 | 0.0% | 0.00% | +50.0% | |
| ESE | Esco Technologies Inc | $3,323,000 | +2.6% | 100 | 0.0% | 0.00% | 0.0% | |
| NBL | Noble Energy Inc | $3,887,000 | +11.6% | 58 | 0.0% | 0.00% | 0.0% | |
| IR | Ingersoll Rand Co Cl A | $4,091,000 | +17.0% | 63 | 0.0% | 0.00% | 0.0% | |
| SNY | Sanofi Aventis Adr | $4,455,000 | -1.7% | 88 | 0.0% | 0.00% | -25.0% | |
| MOS | Mosaic Company | $4,302,000 | -20.1% | 100 | 0.0% | 0.00% | -25.0% | |
| KMB | Kimberly-Clark Corp | $4,240,000 | -3.0% | 45 | 0.0% | 0.00% | -25.0% | |
| YHOO | Yahoo Inc | $3,317,000 | +32.0% | 100 | 0.0% | 0.00% | +50.0% | |
| LUMN | Centurytel Inc | $3,954,000 | -11.2% | 126 | 0.0% | 0.00% | -25.0% | |
| STT | State Street Corp | $4,208,000 | +0.8% | 64 | 0.0% | 0.00% | 0.0% | |
| BGGSQ | Briggs & Stratton Corp | $4,024,000 | +1.6% | 200 | 0.0% | 0.00% | 0.0% | |
| MAT | Mattel Incorporated | $3,937,000 | -7.6% | 94 | 0.0% | 0.00% | -25.0% | |
| BJRI | BJs Restaurants Inc | $2,867,000 | -22.7% | 100 | 0.0% | 0.00% | -33.3% | |
| KOF | Coca Cola Femsa Sab Adrf | $3,150,000 | -10.2% | 25 | 0.0% | 0.00% | -33.3% | |
| ROK | Rockwell Automation Inc | $1,925,000 | +28.6% | 18 | 0.0% | 0.00% | +100.0% | |
| PAG | Penske Automotive Group | $2,265,000 | +39.9% | 53 | 0.0% | 0.00% | +100.0% | |
| FLS | Flowserve Corporation | $2,059,000 | +15.5% | 33 | 0.0% | 0.00% | +100.0% | |
| MJN | Mead Johnson Nutrition | $2,376,000 | -6.3% | 32 | 0.0% | 0.00% | 0.0% | |
| RSHCQ | Radioshack Corporation | $2,032,000 | +7.9% | 596 | 0.0% | 0.00% | 0.0% | |
| CROX | Crocs Inc | $2,720,000 | -17.6% | 200 | 0.0% | 0.00% | -33.3% | |
| VLO | Valero Energy Corp New | $3,005,000 | -1.8% | 88 | 0.0% | 0.00% | -33.3% | |
| BRCM | Broadcom Corp | $2,732,000 | -23.0% | 105 | 0.0% | 0.00% | -33.3% | |
| JACK | Jack In The Box Inc | $2,799,000 | +1.8% | 70 | 0.0% | 0.00% | 0.0% | |
| SWU | Stanley Black (Conv Pfd) | $2,466,000 | +5.9% | 18 | 0.0% | 0.00% | 0.0% | |
| DTV | Directv Group Inc | $2,810,000 | -3.0% | 47 | 0.0% | 0.00% | 0.0% | |
| WFCPRL | Wells Fargo L (Pfd) | $2,275,000 | -4.7% | 2 | 0.0% | 0.00% | 0.0% | |
| OC | Owens Corning Inc | $1,405,000 | -2.8% | 37 | 0.0% | 0.00% | 0.0% | |
| ORLY | O Reilly Automotive New | $1,786,000 | +13.3% | 14 | 0.0% | 0.00% | 0.0% | |
| CLR | Continental Resources | $1,073,000 | +24.6% | 10 | 0.0% | 0.00% | 0.0% | |
| JWN | Nordstrom Inc | $1,855,000 | -6.2% | 33 | 0.0% | 0.00% | -50.0% | |
| CHD | Church & Dwight Co Inc | $1,561,000 | -2.7% | 26 | 0.0% | 0.00% | 0.0% | |
| FDX | Fedex Corporation | $1,598,000 | +15.8% | 14 | 0.0% | 0.00% | 0.0% | |
| ELY | Callaway Golf | $641,000 | +8.3% | 90 | 0.0% | 0.00% | – | |
| STO | Statoilhydro Asa Adr | $1,134,000 | +9.6% | 50 | 0.0% | 0.00% | 0.0% | |
| STRT | Strattec Security Corp | $767,000 | +2.7% | 20 | 0.0% | 0.00% | 0.0% | |
| TKPPY | Technip Adr | $1,414,000 | +15.8% | 48 | 0.0% | 0.00% | 0.0% | |
| GMPRB | General Mtrs B (Conv Pfd) | $1,906,000 | +4.2% | 38 | 0.0% | 0.00% | -50.0% | |
| TD | Toronto Dominion Bank | $1,260,000 | +12.0% | 14 | 0.0% | 0.00% | 0.0% | |
| VALE | Vale SA Adr | $968,000 | +18.8% | 62 | 0.0% | 0.00% | 0.0% | |
| AZO | Autozone Inc | $845,000 | -0.2% | 2 | 0.0% | 0.00% | 0.0% | |
| AGN | Allergan Inc | $905,000 | +7.5% | 10 | 0.0% | 0.00% | 0.0% | |
| KMIWS | Kinder Morgan Inc 17wts | $1,213,000 | -2.9% | 244 | 0.0% | 0.00% | 0.0% | |
| WFCPRJCL | Wells Fargo (Pfd) | $1,531,000 | -2.0% | 54 | 0.0% | 0.00% | 0.0% | |
| AUY | Yamana Gold Inc | $686,000 | +9.2% | 66 | 0.0% | 0.00% | 0.0% | |
| RNR | Renaissancere Hldgs Incf | $1,901,000 | +4.3% | 21 | 0.0% | 0.00% | -50.0% | |
| Paladin Res Ltd Ord | $920,000 | -45.1% | 2,000 | 0.0% | 0.00% | 0.0% | ||
| DRC | Dresser Rand Group Inc | $1,685,000 | +4.1% | 27 | 0.0% | 0.00% | 0.0% | |
| VSTNQ | Visteon Corp | $76,000 | +20.6% | 1 | 0.0% | 0.00% | – | |
| 4305PS | Alcatel Lucent Adr | $67,000 | +91.4% | 19 | 0.0% | 0.00% | – | |
| TNGS | Titan Oil & Gas Inc New | $7,000 | 0.0% | 650 | 0.0% | 0.00% | – | |
| PIPR | Piper Jaffray Cos New | $583,000 | +8.6% | 17 | 0.0% | 0.00% | – | |
| LEHMQ | Lehman Bros Holding Inc | $0 | – | 1,200 | 0.0% | 0.00% | – | |
| BCONQ | Beacon Power Corp New | $135,000 | +14.4% | 3,381 | 0.0% | 0.00% | – | |
| TSRMF | Treasury Metals Inc | $556,000 | 0.0% | 1,315 | 0.0% | 0.00% | – | |
| VSTOW | Visteon Corp 15 Wts | $41,000 | +86.4% | 2 | 0.0% | 0.00% | – | |
| CST | Cst Brands Inc | $268,000 | -3.2% | 9 | 0.0% | 0.00% | – | |
| Siti-Sites.Com Inc | $0 | – | 33 | 0.0% | 0.00% | – | ||
| SRLY | Southern Realty Company | $540,000 | -14.3% | 45 | 0.0% | 0.00% | -100.0% | |
| EXC | Exelon Corporation | $474,000 | -4.0% | 16 | 0.0% | 0.00% | – | |
| HII | Huntington Ingalls Inds | $607,000 | +19.5% | 9 | 0.0% | 0.00% | – | |
| Infacare Pharmaceutical | $0 | – | 50,000 | 0.0% | 0.00% | – | ||
| CTDBQ | Citadel Broadcasting Corp | $0 | – | 26 | 0.0% | 0.00% | – | |
| CWNH | Crown Northcorp Inc | $0 | – | 22 | 0.0% | 0.00% | – | |
| ECA | Encana Corporation | $572,000 | +2.3% | 33 | 0.0% | 0.00% | – | |
| NRTLQ | Nortel Networks Cp New | $3,000 | 0.0% | 464 | 0.0% | 0.00% | – | |
| Pipesaver Technologies | $0 | – | 1,500 | 0.0% | 0.00% | – | ||
| ICGE | Internet Capital Group | $71,000 | +24.6% | 5 | 0.0% | 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.