$136 Billion is the total value of West Oak Capital, LLC's 320 reported holdings in Q1 2015. The portfolio turnover from Q4 2014 to Q1 2015 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MCK | New | Mckesson Corporation | $465,972,000 | – | 2,060 | +100.0% | 0.34% | – |
| MA | New | Mastercard Inc | $409,489,000 | – | 4,740 | +100.0% | 0.30% | – |
| MDT | New | Medtronic Inc | $56,309,000 | – | 722 | +100.0% | 0.04% | – |
| KYTH | New | Kythera Biopharma Inc | $25,075,000 | – | 500 | +100.0% | 0.02% | – |
| NUVA | New | Nuvasive Inc New | $2,989,000 | – | 65 | +100.0% | 0.00% | – |
| BUD | New | Anheuser Busch Co Inc | $2,438,000 | – | 20 | +100.0% | 0.00% | – |
| PSMT | New | Pricesmart Inc | $2,974,000 | – | 35 | +100.0% | 0.00% | – |
| B108PS | New | Actavis Plc | $893,000 | – | 3 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-04-02
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.