$234 Million is the total value of West Oak Capital, LLC's 358 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 22.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| JEF | Jefferies Group Inc New | $26,518,000 | +22.4% | 881,012 | 0.0% | 11.33% | +12.6% | |
| JPST | Buy | JP Morgan Ultra Short | $15,833,000 | +4.4% | 311,943 | +4.5% | 6.77% | -3.9% |
| SCHX | Sell | Schwab Us Large Co Equities ETF | $5,359,000 | +4.3% | 55,801 | -1.2% | 2.29% | -4.0% |
| SCHO | Buy | Schwab Short Term Us Treas ETF | $4,771,000 | +24.6% | 92,989 | +24.8% | 2.04% | +14.6% |
| AAPL | Sell | Apple Computer Inc | $4,546,000 | -12.4% | 37,216 | -4.8% | 1.94% | -19.4% |
| NEE | Buy | Nextera Energy | $4,403,000 | -1.8% | 58,236 | +0.2% | 1.88% | -9.6% |
| JPM | Sell | J P Morgan Chase & Co | $3,744,000 | +17.1% | 24,592 | -2.3% | 1.60% | +7.7% |
| ADP | Buy | Auto Data Processing | $3,733,000 | +7.1% | 19,808 | +0.1% | 1.60% | -1.5% |
| HD | Home Depot Inc | $3,694,000 | +14.9% | 12,102 | 0.0% | 1.58% | +5.8% | |
| AMZN | Buy | Amazon.Com Inc | $3,642,000 | -4.9% | 1,177 | +0.1% | 1.56% | -12.5% |
| MSFT | Sell | Microsoft Corp | $3,640,000 | +4.6% | 15,439 | -1.4% | 1.56% | -3.8% |
| ACN | Sell | Accenture Ltd Cl A | $3,472,000 | +4.8% | 12,569 | -0.9% | 1.48% | -3.6% |
| AVGO | Sell | Broadcom Ltd | $3,276,000 | +4.7% | 7,066 | -1.1% | 1.40% | -3.6% |
| ABT | Sell | Abbott Laboratories | $3,245,000 | +8.7% | 27,076 | -0.7% | 1.39% | 0.0% |
| GOOG | Sell | Alphabet Inc Class C | $3,155,000 | +15.4% | 1,525 | -2.2% | 1.35% | +6.1% |
| TXN | Buy | Texas Instruments Inc | $3,116,000 | +16.1% | 16,485 | +0.8% | 1.33% | +6.8% |
| JNJ | Sell | Johnson & Johnson | $3,079,000 | +4.3% | 18,734 | -0.1% | 1.32% | -4.0% |
| USB | Sell | Us Bancorp Del New | $3,073,000 | +17.2% | 55,563 | -1.3% | 1.31% | +7.8% |
| VCSH | Buy | Vgd Short Term Corp Bond ETF | $3,054,000 | +3.4% | 37,024 | +4.4% | 1.30% | -4.9% |
| NVDA | Sell | Nvidia Corp | $3,038,000 | -1.7% | 5,689 | -3.9% | 1.30% | -9.6% |
| LEN | Sell | Lennar Corp | $3,008,000 | +31.6% | 29,711 | -0.9% | 1.28% | +21.1% |
| Sell | Target Corporation | $2,975,000 | +5.0% | 15,018 | -6.4% | 1.27% | -3.4% | |
| DHR | Sell | Danaher Corp Del | $2,967,000 | +0.4% | 13,182 | -0.9% | 1.27% | -7.6% |
| DIS | Sell | Disney Walt Co | $2,927,000 | -3.6% | 15,863 | -5.3% | 1.25% | -11.3% |
| APD | Buy | Air Products & Chemicals | $2,753,000 | +3.6% | 9,785 | +0.6% | 1.18% | -4.8% |
| SCHW | Sell | The Charles Schwab Corp | $2,709,000 | +13.1% | 41,555 | -8.0% | 1.16% | +4.0% |
| ORCL | Buy | Oracle Corporation | $2,641,000 | +9.0% | 37,640 | +0.5% | 1.13% | +0.3% |
| AXP | Sell | American Express Company | $2,532,000 | +16.5% | 17,900 | -0.4% | 1.08% | +7.2% |
| GLW | Buy | Corning Inc | $2,474,000 | +21.7% | 56,870 | +0.7% | 1.06% | +12.0% |
| CVX | Sell | Chevrontexaco Corp | $2,469,000 | +23.8% | 23,558 | -0.2% | 1.06% | +13.9% |
| ADI | Sell | Analog Devices Inc | $2,466,000 | +2.2% | 15,901 | -2.7% | 1.05% | -6.0% |
| INTC | Sell | Intel Corp | $2,461,000 | +17.2% | 38,448 | -8.7% | 1.05% | +7.9% |
| C | Sell | Citigroup Inc | $2,412,000 | +16.4% | 33,160 | -1.4% | 1.03% | +7.1% |
| COST | Buy | Costco Wholesale Corp New | $2,408,000 | -6.3% | 6,831 | +0.1% | 1.03% | -13.8% |
| PG | Buy | Procter & Gamble Co | $2,390,000 | -2.2% | 17,650 | +0.5% | 1.02% | -10.1% |
| APTV | Sell | Aptiv Plc | $2,364,000 | -1.3% | 17,140 | -6.8% | 1.01% | -9.3% |
| AMGN | Buy | Amgen Incorporated | $2,251,000 | +9.1% | 9,049 | +0.8% | 0.96% | +0.3% |
| SYY | Buy | Sysco Corporation | $2,215,000 | +6.2% | 28,125 | +0.2% | 0.95% | -2.3% |
| CL | Buy | Colgate-Palmolive Co | $2,208,000 | -7.7% | 28,014 | +0.1% | 0.94% | -15.0% |
| NTRS | Buy | Northern Trust | $2,182,000 | +14.1% | 20,755 | +1.1% | 0.93% | +5.0% |
| VZ | Sell | Verizon Communications | $2,140,000 | -1.1% | 36,796 | -0.1% | 0.92% | -9.0% |
| CSCO | Buy | Cisco Systems Inc | $2,131,000 | +16.0% | 41,214 | +0.4% | 0.91% | +6.8% |
| BA | Sell | Boeing Co | $2,115,000 | +17.6% | 8,303 | -1.1% | 0.90% | +8.3% |
| EMR | Sell | Emerson Electric Co | $2,090,000 | +7.8% | 23,164 | -4.0% | 0.89% | -0.9% |
| FIS | Fidelity Natl Info Svcs | $2,053,000 | -0.6% | 14,600 | 0.0% | 0.88% | -8.6% | |
| LMT | Buy | Lockheed Martin Corp | $2,019,000 | +5.5% | 5,465 | +1.4% | 0.86% | -2.9% |
| PEP | Buy | Pepsico Incorporated | $1,965,000 | -3.7% | 13,889 | +0.9% | 0.84% | -11.4% |
| STZ | Sell | Constellation Brand Cl A | $1,914,000 | +2.2% | 8,395 | -1.8% | 0.82% | -6.0% |
| ELAN | Sell | Elanco Animal Health Inc | $1,870,000 | -4.9% | 63,500 | -1.0% | 0.80% | -12.6% |
| SHW | Sherwin-Williams Co | $1,861,000 | +0.4% | 2,521 | 0.0% | 0.80% | -7.7% | |
| MRK | Buy | Merck & Co Inc | $1,812,000 | -2.2% | 23,510 | +3.8% | 0.77% | -10.0% |
| CHPT | New | Chargepoint Hldgs Inc | $1,789,000 | – | 67,000 | +100.0% | 0.76% | – |
| GIS | Buy | General Mills Inc | $1,770,000 | +6.5% | 28,870 | +2.1% | 0.76% | -2.1% |
| Y | Alleghany Corp Del | $1,754,000 | +3.8% | 2,800 | 0.0% | 0.75% | -4.5% | |
| NVS | Buy | Novartis Ag Spon ADR | $1,463,000 | -8.8% | 17,115 | +0.7% | 0.62% | -16.2% |
| FNF | Fidelity Natl Finl Inc | $1,431,000 | +4.0% | 35,198 | 0.0% | 0.61% | -4.2% | |
| XOM | Buy | Exxon Mobil Corporation | $1,408,000 | +36.8% | 25,225 | +1.1% | 0.60% | +25.9% |
| MDT | Buy | Medtronic Inc | $1,391,000 | +2.1% | 11,779 | +1.2% | 0.59% | -6.2% |
| NSC | Sell | Norfolk Southern Corp | $1,379,000 | +2.1% | 5,137 | -9.7% | 0.59% | -6.2% |
| AMRC | Buy | Ameresco Inc | $1,250,000 | +1.1% | 25,710 | +8.7% | 0.53% | -7.0% |
| LLY | Sell | Lilly Eli & Company | $1,164,000 | +7.7% | 6,230 | -2.7% | 0.50% | -1.0% |
| ILMN | Buy | Illumina Inc | $1,103,000 | +5.0% | 2,873 | +1.2% | 0.47% | -3.5% |
| TROW | Buy | T Rowe Price Group Inc | $1,095,000 | +14.3% | 6,380 | +0.8% | 0.47% | +5.2% |
| ABBV | Buy | AbbVie Inc | $1,083,000 | +2.5% | 10,008 | +1.4% | 0.46% | -5.7% |
| CAT | Sell | Caterpillar Inc | $1,077,000 | +22.0% | 4,645 | -4.2% | 0.46% | +12.2% |
| MA | Sell | Mastercard Inc | $1,005,000 | -3.5% | 2,822 | -3.3% | 0.43% | -11.4% |
| SPB | Buy | Spectrum Brands Hldg | $952,000 | +9.6% | 11,195 | +1.8% | 0.41% | +0.7% |
| RSP | Invesco S&P 500 Equal Weight ETF | $896,000 | +11.0% | 6,325 | 0.0% | 0.38% | +2.1% | |
| PFE | Buy | Pfizer Incorporated | $874,000 | +3.1% | 24,122 | +4.7% | 0.37% | -5.3% |
| FB | Buy | Facebook Inc Class A | $834,000 | +20.7% | 2,830 | +11.9% | 0.36% | +10.9% |
| BKI | Black Knight Inc | $799,000 | -16.2% | 10,792 | 0.0% | 0.34% | -23.0% | |
| GNRC | Sell | Generac Holdings Inc | $727,000 | +41.7% | 2,220 | -1.6% | 0.31% | +30.7% |
| AFL | Buy | A F L A C Inc | $657,000 | +15.7% | 12,845 | +0.5% | 0.28% | +6.4% |
| MS | Buy | Morgan Stanley | $602,000 | +14.0% | 7,750 | +0.6% | 0.26% | +4.9% |
| HON | Honeywell International | $596,000 | +2.1% | 2,744 | 0.0% | 0.26% | -5.9% | |
| AMT | Buy | Amern Tower Corp Class A | $588,000 | +121.1% | 3,713 | +213.9% | 0.25% | +102.4% |
| MKC | Sell | Mc Cormick & Co Inc N-Vt | $567,000 | -16.2% | 6,360 | -10.2% | 0.24% | -22.9% |
| WEC | Buy | Wisconsin Energy | $558,000 | +4.9% | 5,960 | +3.0% | 0.24% | -3.6% |
| SCHF | Sell | Schwab International Equities ETF | $509,000 | +2.4% | 13,538 | -1.9% | 0.22% | -5.6% |
| IVE | Buy | iShares S&P 500 Value | $499,000 | +36.7% | 3,530 | +23.6% | 0.21% | +25.3% |
| V | Sell | Visa Inc Cl A | $492,000 | -5.2% | 2,325 | -2.1% | 0.21% | -12.9% |
| NOW | Sell | Service Now Inc | $481,000 | -11.4% | 961 | -2.5% | 0.21% | -18.3% |
| BAX | Baxter International Inc | $479,000 | +5.0% | 5,684 | 0.0% | 0.20% | -3.3% | |
| CRM | Buy | Salesforce Com | $476,000 | +5.1% | 2,245 | +10.3% | 0.20% | -3.3% |
| MMM | Buy | 3M Company | $472,000 | +14.3% | 2,450 | +3.8% | 0.20% | +5.2% |
| CNNE | Cannae Holdings Inc | $465,000 | -10.4% | 11,731 | 0.0% | 0.20% | -17.4% | |
| ECL | Buy | Ecolab Inc | $466,000 | +1.5% | 2,175 | +2.6% | 0.20% | -6.6% |
| SCHA | Sell | Schwab Us Small Co Equities ETF | $449,000 | +3.0% | 4,508 | -7.9% | 0.19% | -5.4% |
| AMAT | Sell | Applied Materials Inc | $436,000 | +39.3% | 3,262 | -10.1% | 0.19% | +28.3% |
| EBAY | Sell | Ebay Inc | $430,000 | +1.9% | 7,025 | -16.4% | 0.18% | -6.1% |
| PKI | Perkinelmer Inc | $423,000 | -10.8% | 3,300 | 0.0% | 0.18% | -17.7% | |
| BDX | Becton Dickinson & Co | $412,000 | -2.8% | 1,696 | 0.0% | 0.18% | -10.7% | |
| PM | Philip Morris Intl Inc | $398,000 | +7.3% | 4,485 | 0.0% | 0.17% | -1.2% | |
| TT | Trane Technologies Plc | $382,000 | +14.0% | 2,310 | 0.0% | 0.16% | +4.5% | |
| MU | Buy | Micron Technology Inc | $373,000 | +3290.9% | 4,230 | +2720.0% | 0.16% | +3080.0% |
| VUG | Vanguard Growth | $342,000 | +1.5% | 1,330 | 0.0% | 0.15% | -7.0% | |
| IWR | iShares Russell Midcap Index | $340,000 | +7.9% | 4,600 | 0.0% | 0.14% | -0.7% | |
| MCD | Buy | Mc Donalds Corp | $336,000 | +8.0% | 1,500 | +3.4% | 0.14% | 0.0% |
| KO | Sell | Coca-Cola Company | $335,000 | -6.9% | 6,347 | -3.3% | 0.14% | -14.4% |
| CB | Chubb Ltd | $333,000 | +2.5% | 2,110 | 0.0% | 0.14% | -6.0% | |
| SBUX | Starbucks Corp | $333,000 | +2.1% | 3,050 | 0.0% | 0.14% | -6.0% | |
| NKE | Nike Inc Class B | $330,000 | -6.0% | 2,481 | 0.0% | 0.14% | -13.5% | |
| GOOGL | Sell | Alphabet Inc Class A | $328,000 | +4.5% | 159 | -11.2% | 0.14% | -4.1% |
| RTX | Sell | Raytheon Technologies Corp | $316,000 | -52.4% | 4,094 | -55.9% | 0.14% | -56.2% |
| RDSA | Sell | Royal Dutch Shell A ADRF | $298,000 | +10.0% | 7,610 | -1.2% | 0.13% | +0.8% |
| MAA | Buy | Mid Amer Apt Cmntys Inc. | $297,000 | +18.3% | 2,060 | +3.8% | 0.13% | +8.5% |
| DOW | New | Dow Chemical Company | $291,000 | – | 4,545 | +100.0% | 0.12% | – |
| PSA | Buy | Public Storage Inc | $285,000 | +11.3% | 1,155 | +4.1% | 0.12% | +2.5% |
| BMY | Sell | Bristol-Myers Squibb Co | $283,000 | -0.4% | 4,490 | -2.1% | 0.12% | -8.3% |
| VTR | Sell | Ventas | $273,000 | +5.4% | 5,125 | -2.8% | 0.12% | -2.5% |
| ENTG | Entegris Inc | $273,000 | +16.2% | 2,445 | 0.0% | 0.12% | +7.3% | |
| CLX | Buy | Clorox Company | $273,000 | +1.9% | 1,415 | +6.8% | 0.12% | -5.6% |
| IVV | iShares Core S&P 500 ETF | $254,000 | +5.8% | 639 | 0.0% | 0.11% | -1.8% | |
| BRKB | Berkshire Hathaway Cl B | $254,000 | +10.0% | 995 | 0.0% | 0.11% | +1.9% | |
| CARR | Sell | Carrier Global Corp | $253,000 | +0.8% | 5,995 | -9.8% | 0.11% | -7.7% |
| QCOM | Sell | Qualcomm Inc | $230,000 | -15.4% | 1,735 | -2.8% | 0.10% | -22.2% |
| LRCX | Sell | Lam Research Corporation | $226,000 | +12.4% | 380 | -10.6% | 0.10% | +4.3% |
| RY | Royal Bank Canada | $225,000 | +11.9% | 2,444 | 0.0% | 0.10% | +3.2% | |
| AME | Ametek Inc New | $217,000 | +5.3% | 1,700 | 0.0% | 0.09% | -3.1% | |
| CLNE | Buy | Clean Energy Fuels | $214,000 | +75.4% | 15,565 | +0.3% | 0.09% | +59.6% |
| QQQ | Invesco QQQ Trust | $211,000 | +1.9% | 660 | 0.0% | 0.09% | -6.2% | |
| PYPL | Sell | Paypal Holdings Inco | $206,000 | +0.5% | 850 | -2.9% | 0.09% | -7.4% |
| AVB | Buy | Avalonbay Communities | $201,000 | +21.8% | 1,090 | +5.8% | 0.09% | +11.7% |
| WMT | Wal-Mart Stores Inc | $201,000 | -5.6% | 1,480 | 0.0% | 0.09% | -13.1% | |
| WFC | Buy | Wells Fargo & Co New | $188,000 | +717.4% | 4,800 | +540.0% | 0.08% | +627.3% |
| UNP | Union Pacific Corp | $186,000 | +5.7% | 845 | 0.0% | 0.08% | -3.7% | |
| MO | Altria Group Inc | $181,000 | +24.8% | 3,535 | 0.0% | 0.08% | +14.9% | |
| SCHD | Buy | Schwab US Dividend | $174,000 | +61.1% | 2,386 | +41.9% | 0.07% | +48.0% |
| XLI | Sector SPDR Indl Select | $174,000 | +10.8% | 1,768 | 0.0% | 0.07% | +1.4% | |
| VBK | Vanguard Small Cap Fd | $170,000 | +2.4% | 620 | 0.0% | 0.07% | -5.2% | |
| DHI | Sell | D R Horton Co | $171,000 | +17.1% | 1,920 | -9.6% | 0.07% | +7.4% |
| CMG | Chipotle Mexican Grill | $166,000 | +2.5% | 117 | 0.0% | 0.07% | -5.3% | |
| ISCG | iShares Mornstr Small Cap | $164,000 | -0.6% | 545 | 0.0% | 0.07% | -9.1% | |
| PCN | Buy | PIMCO Corp Income Cf | $159,000 | +15.2% | 9,200 | +15.0% | 0.07% | +6.2% |
| BIT | Blackrock Multi Sector Income Trust | $150,000 | +2.7% | 8,300 | 0.0% | 0.06% | -5.9% | |
| XLV | Sector SPDR Health Fund | $147,000 | +3.5% | 1,255 | 0.0% | 0.06% | -4.5% | |
| MYRG | Myr Group Inc | $136,000 | +19.3% | 1,900 | 0.0% | 0.06% | +9.4% | |
| KLAC | Kla Tencor Corp | $132,000 | +26.9% | 400 | 0.0% | 0.06% | +16.7% | |
| LENB | Lennar Corp | $128,000 | +34.7% | 1,555 | 0.0% | 0.06% | +25.0% | |
| AVY | Avery Dennison Corp | $129,000 | +18.3% | 700 | 0.0% | 0.06% | +7.8% | |
| AJG | Arthur J Gallagher&C | $120,000 | +0.8% | 963 | 0.0% | 0.05% | -7.3% | |
| DVY | iShares Dow Jones Select Dividend F | $120,000 | +18.8% | 1,050 | 0.0% | 0.05% | +8.5% | |
| ALL | Allstate Corporation | $117,000 | +4.5% | 1,021 | 0.0% | 0.05% | -3.8% | |
| XLF | Sector SPDR Fincl Select | $118,000 | +15.7% | 3,465 | 0.0% | 0.05% | +6.4% | |
| VIG | Buy | Vanguard Dividend | $114,000 | +40.7% | 775 | +34.8% | 0.05% | +28.9% |
| TSCO | Tractor Supply Company | $115,000 | +26.4% | 650 | 0.0% | 0.05% | +16.7% | |
| GS | Goldman Sachs Group Inc | $111,000 | +23.3% | 340 | 0.0% | 0.05% | +11.9% | |
| SCHH | Sell | Schwab Us Reit ETF | $106,000 | -22.6% | 2,586 | -28.3% | 0.04% | -29.7% |
| ANEW | Proshares Msci Transform | $104,000 | +1.0% | 2,450 | 0.0% | 0.04% | -8.3% | |
| CI | Cigna Corp | $104,000 | +15.6% | 430 | 0.0% | 0.04% | +4.8% | |
| K | Kellogg Company | $101,000 | +1.0% | 1,600 | 0.0% | 0.04% | -6.5% | |
| BAC | Bank Of America Corp | $95,000 | +26.7% | 2,465 | 0.0% | 0.04% | +17.1% | |
| TDY | Teledyne Technologies | $97,000 | +5.4% | 234 | 0.0% | 0.04% | -4.7% | |
| TSM | Taiwan Semiconductr | $93,000 | +8.1% | 788 | 0.0% | 0.04% | 0.0% | |
| NOBL | Sell | Proshares S&P 500 Div Aristrocrats | $93,000 | +2.2% | 1,075 | -5.3% | 0.04% | -4.8% |
| TMO | Thermo Fisher Scientific | $91,000 | -2.2% | 200 | 0.0% | 0.04% | -9.3% | |
| VB | Vanguard Small Cap ETF | $89,000 | +9.9% | 418 | 0.0% | 0.04% | 0.0% | |
| MDLZ | Mondelez Intl Inc Cl A | $88,000 | 0.0% | 1,500 | 0.0% | 0.04% | -7.3% | |
| IBM | Buy | Intl Business Machines | $89,000 | +8.5% | 665 | +2.3% | 0.04% | 0.0% |
| ANTM | Anthem Inc | $90,000 | +12.5% | 250 | 0.0% | 0.04% | +2.7% | |
| IJH | iShares S&P Midcap 400 Index | $86,000 | +13.2% | 332 | 0.0% | 0.04% | +5.7% | |
| AMD | Sell | Advanced Micro Devices | $79,000 | -28.2% | 1,000 | -16.7% | 0.03% | -33.3% |
| TRU | Transunion | $77,000 | -8.3% | 850 | 0.0% | 0.03% | -15.4% | |
| CVS | Buy | C V S Corp | $77,000 | +42.6% | 1,025 | +28.9% | 0.03% | +32.0% |
| BR | Broadridge | $77,000 | 0.0% | 500 | 0.0% | 0.03% | -8.3% | |
| MASI | Masimo Corp | $75,000 | -13.8% | 325 | 0.0% | 0.03% | -20.0% | |
| SYK | Stryker Corp | $73,000 | -1.4% | 300 | 0.0% | 0.03% | -8.8% | |
| BAH | Booz Allen Hamilton | $70,000 | -7.9% | 875 | 0.0% | 0.03% | -14.3% | |
| JMUB | Jpmorgan Municipal Etf | $71,000 | -1.4% | 1,300 | 0.0% | 0.03% | -9.1% | |
| CHD | Church & Dwight Co Inc | $68,000 | 0.0% | 777 | 0.0% | 0.03% | -9.4% | |
| GPN | Global Payments Inc | $66,000 | -5.7% | 325 | 0.0% | 0.03% | -15.2% | |
| Dermtech Inc | $66,000 | +57.1% | 1,300 | 0.0% | 0.03% | +40.0% | ||
| LOGI | Logitech Intl S A | $63,000 | +8.6% | 600 | 0.0% | 0.03% | 0.0% | |
| STRL | Sterling Construction | $59,000 | +25.5% | 2,550 | 0.0% | 0.02% | +13.6% | |
| CDK | Cdk Global | $58,000 | +3.6% | 1,074 | 0.0% | 0.02% | -3.8% | |
| ADBE | Adobe Systems Inc | $59,000 | -6.3% | 125 | 0.0% | 0.02% | -13.8% | |
| GLD | Streettracks Gold Trust Index | $55,000 | -11.3% | 345 | 0.0% | 0.02% | -17.2% | |
| BABA | Sell | Alibaba Group Hldg | $57,000 | -9.5% | 250 | -7.4% | 0.02% | -17.2% |
| PPBI | Pacific Premier Banc | $52,000 | +36.8% | 1,199 | 0.0% | 0.02% | +22.2% | |
| QDF | Flexshares Qual Div Etf | $48,000 | +9.1% | 900 | 0.0% | 0.02% | +5.0% | |
| XLK | Sector SPDR Technology Shares | $50,000 | +2.0% | 375 | 0.0% | 0.02% | -8.7% | |
| HEI | Heico Corp | $50,000 | -5.7% | 400 | 0.0% | 0.02% | -16.0% | |
| UNH | Unitedhealth Group Inc | $48,000 | +4.3% | 130 | 0.0% | 0.02% | 0.0% | |
| D | Dominion Resources Inc New | $46,000 | +2.2% | 600 | 0.0% | 0.02% | -4.8% | |
| BMBL | New | Bumble Inc | $44,000 | – | 700 | +100.0% | 0.02% | – |
| FITB | Buy | Fifth Third Bancorp | $45,000 | +60.7% | 1,200 | +20.0% | 0.02% | +46.2% |
| CIEN | Ciena Corp | $41,000 | +2.5% | 750 | 0.0% | 0.02% | -5.3% | |
| ARKW | Buy | Ark Next Generation Internet ETF | $41,000 | +41.4% | 275 | +37.5% | 0.02% | +38.5% |
| GRMN | Garmin Ltd | $43,000 | +10.3% | 324 | 0.0% | 0.02% | 0.0% | |
| UPS | United Parcel Service B | $39,000 | +2.6% | 227 | 0.0% | 0.02% | -5.6% | |
| BIZD | Vaneck Vectors BDC Income ETF | $40,000 | +17.6% | 2,450 | 0.0% | 0.02% | +6.2% | |
| WDAY | Sell | Workday Inc | $40,000 | -7.0% | 160 | -11.1% | 0.02% | -15.0% |
| IPG | Buy | Interpublic Group Of Cos | $39,000 | +116.7% | 1,325 | +74.3% | 0.02% | +112.5% |
| TDOC | Teladoc Inc | $37,000 | -7.5% | 202 | 0.0% | 0.02% | -15.8% | |
| AWR | American States Wtr | $38,000 | -5.0% | 500 | 0.0% | 0.02% | -15.8% | |
| NFLX | Buy | Netflix Inc | $37,000 | +37.0% | 70 | +40.0% | 0.02% | +23.1% |
| XT | iShares Exponential Tech ETF | $38,000 | +2.7% | 650 | 0.0% | 0.02% | -5.9% | |
| DE | Buy | Deere & Company | $37,000 | +184.6% | 100 | +100.0% | 0.02% | +166.7% |
| FDX | Sell | Fedex Corporation | $36,000 | -2.7% | 127 | -9.9% | 0.02% | -11.8% |
| ZBRA | New | Zebra Technologies | $34,000 | – | 70 | +100.0% | 0.02% | – |
| IBRX | New | Immunitybio Inc | $36,000 | – | 1,500 | +100.0% | 0.02% | – |
| ARES | Ares Management Corp | $34,000 | +21.4% | 600 | 0.0% | 0.02% | +15.4% | |
| GILD | Sell | Gilead Sciences Inc | $32,000 | +3.2% | 500 | -6.5% | 0.01% | 0.0% |
| EL | Estee Lauder Co Inc Cl A | $32,000 | +10.3% | 110 | 0.0% | 0.01% | +7.7% | |
| DUK | Buy | Duke Energy Corp New | $30,000 | +50.0% | 313 | +43.6% | 0.01% | +44.4% |
| AEP | Sell | Amer Electric Pwr Co | $30,000 | -37.5% | 355 | -38.8% | 0.01% | -40.9% |
| EMN | Sell | Eastman Chemical Co | $29,000 | -3.3% | 260 | -13.3% | 0.01% | -14.3% |
| SPLV | Sell | Invesco S&P 500 Low Volatility ETF | $29,000 | -68.8% | 500 | -69.7% | 0.01% | -72.1% |
| AIA | iShares S&P Asia 50 | $28,000 | +7.7% | 300 | 0.0% | 0.01% | 0.0% | |
| DAL | Buy | Delta Air Lines Inc | $28,000 | +100.0% | 575 | +64.3% | 0.01% | +71.4% |
| VTRS | Viatris Inc | $28,000 | -26.3% | 2,040 | 0.0% | 0.01% | -33.3% | |
| BCX | New | Blackrock Resource And Commodity | $28,000 | – | 3,200 | +100.0% | 0.01% | – |
| CINF | Cincinnati Finl | $28,000 | +16.7% | 270 | 0.0% | 0.01% | +9.1% | |
| CFG | Buy | Citizens Finl Group Inc | $26,000 | +85.7% | 600 | +50.0% | 0.01% | +57.1% |
| BYND | Beyond Meat Inc | $26,000 | +4.0% | 200 | 0.0% | 0.01% | -8.3% | |
| MPWR | Sell | Monolithic Power Sys | $26,000 | -29.7% | 75 | -25.0% | 0.01% | -35.3% |
| NVCR | Novocure Ltd | $26,000 | -25.7% | 200 | 0.0% | 0.01% | -31.2% | |
| New | Grayscale Bitcoin Trust Btc | $25,000 | – | 490 | +100.0% | 0.01% | – | |
| IDXX | Sell | Idexx Labs Inc | $24,000 | -35.1% | 50 | -33.3% | 0.01% | -41.2% |
| OTIS | Otis Worldwide Corp | $24,000 | 0.0% | 350 | 0.0% | 0.01% | -9.1% | |
| NTES | Netease Inc | $23,000 | +4.5% | 225 | 0.0% | 0.01% | 0.0% | |
| GTBIF | Buy | Green Thumb Inds Inc | $23,000 | +1050.0% | 780 | +875.0% | 0.01% | +900.0% |
| RIO | Buy | Companhia Vale Do ADR | $23,000 | +53.3% | 300 | +50.0% | 0.01% | +42.9% |
| BHP | New | BHP Biliton Ltd ADR | $21,000 | – | 300 | +100.0% | 0.01% | – |
| FIVG | Buy | Defiance Next Gen | $21,000 | +61.5% | 600 | +50.0% | 0.01% | +50.0% |
| THO | Thor Industries Inc | $20,000 | +42.9% | 150 | 0.0% | 0.01% | +28.6% | |
| COP | Conocophillips | $22,000 | +29.4% | 424 | 0.0% | 0.01% | +12.5% | |
| JAX | J Alexanders Holding | $20,000 | +33.3% | 2,026 | 0.0% | 0.01% | +28.6% | |
| KHC | Kraft Heinz Company | $20,000 | +17.6% | 500 | 0.0% | 0.01% | +12.5% | |
| KMB | Buy | Kimberly-Clark Corp | $22,000 | +100.0% | 160 | +88.2% | 0.01% | +80.0% |
| VRSK | Verisk Analytics Inc | $18,000 | -14.3% | 100 | 0.0% | 0.01% | -20.0% | |
| NEM | Newmont Mining Corp | $18,000 | 0.0% | 300 | 0.0% | 0.01% | 0.0% | |
| WCLD | Wisdomtree Cloud Computing Fund ETF | $19,000 | -9.5% | 400 | 0.0% | 0.01% | -20.0% | |
| BSX | Boston Scientific Corp | $19,000 | +5.6% | 500 | 0.0% | 0.01% | 0.0% | |
| PNC | PNC Finl Services Gp Inc | $18,000 | +20.0% | 101 | 0.0% | 0.01% | +14.3% | |
| ISRG | Intuitive Surgical | $18,000 | -10.0% | 24 | 0.0% | 0.01% | -11.1% | |
| CAH | New | Cardinal Health Inc | $18,000 | – | 295 | +100.0% | 0.01% | – |
| PAYX | Paychex Inc | $16,000 | +6.7% | 160 | 0.0% | 0.01% | 0.0% | |
| T | New | AT&T | $17,000 | – | 555 | +100.0% | 0.01% | – |
| ADM | New | Archer Daniels Midland Company | $17,000 | – | 290 | +100.0% | 0.01% | – |
| DECK | Deckers Outdoor Corp | $17,000 | +21.4% | 50 | 0.0% | 0.01% | 0.0% | |
| DEO | Sell | Diageo Plc New ADR | $17,000 | -37.0% | 102 | -40.7% | 0.01% | -46.2% |
| HPE | Hewlett Packard Ente | $16,000 | +33.3% | 1,000 | 0.0% | 0.01% | +16.7% | |
| PANW | Palo Alto Networks | $16,000 | -11.1% | 50 | 0.0% | 0.01% | -12.5% | |
| SJW | S J W Group | $16,000 | -5.9% | 250 | 0.0% | 0.01% | -12.5% | |
| SIVB | Svb Finl Group | $17,000 | +21.4% | 35 | 0.0% | 0.01% | 0.0% | |
| DTE | Sell | D T E Energy Company | $15,000 | -28.6% | 115 | -34.3% | 0.01% | -40.0% |
| BEN | New | Franklin Resources Inc | $15,000 | – | 515 | +100.0% | 0.01% | – |
| SLV | iShares Silver Trust | $15,000 | -6.2% | 640 | 0.0% | 0.01% | -14.3% | |
| PRAH | Sell | Pra Health Sciences | $15,000 | -21.1% | 100 | -33.3% | 0.01% | -33.3% |
| Vestas Wind Sys A/ Ord | $13,000 | -13.3% | 65 | 0.0% | 0.01% | -14.3% | ||
| BIIB | Biogen Idec Inc | $13,000 | +18.2% | 46 | 0.0% | 0.01% | +20.0% | |
| ALK | New | Alaska Air Group Inc | $14,000 | – | 200 | +100.0% | 0.01% | – |
| AZN | Buy | Astrazeneca | $13,000 | +225.0% | 265 | +194.4% | 0.01% | +200.0% |
| PTC | New | Ptc Inc | $14,000 | – | 100 | +100.0% | 0.01% | – |
| BIDU | Baidu Inc ADR | $14,000 | 0.0% | 63 | 0.0% | 0.01% | -14.3% | |
| PINS | Buy | Pinterest Inc | $15,000 | +400.0% | 200 | +300.0% | 0.01% | +500.0% |
| GLAD | Sell | Gladstone Capital Corp | $15,000 | -16.7% | 1,500 | -25.0% | 0.01% | -25.0% |
| DTEGY | Deutsche Telekom ADR | $14,000 | +7.7% | 300 | 0.0% | 0.01% | 0.0% | |
| HI | New | Hillenbrand Inc | $12,000 | – | 250 | +100.0% | 0.01% | – |
| MRVL | New | Marvell Tech Group Ltd | $12,000 | – | 250 | +100.0% | 0.01% | – |
| SMG | New | Scotts Miracle Gro Co | $12,000 | – | 50 | +100.0% | 0.01% | – |
| MNKD | Mannkind Corp | $12,000 | +33.3% | 3,000 | 0.0% | 0.01% | +25.0% | |
| GPC | Genuine Parts Co | $12,000 | +20.0% | 100 | 0.0% | 0.01% | 0.0% | |
| OSS | One Stop Systems Inc | $12,000 | +71.4% | 1,850 | 0.0% | 0.01% | +66.7% | |
| NCLH | Buy | Norwegian Cruise Lines | $12,000 | +1100.0% | 430 | +1333.3% | 0.01% | – |
| BKNG | Sell | Booking Holdings Inc | $12,000 | -50.0% | 5 | -54.5% | 0.01% | -54.5% |
| DGRW | Buy | Wisdomtree US Qlt Div | $11,000 | +120.0% | 190 | +90.0% | 0.01% | +150.0% |
| BMRN | Biomarin Pharmaceutl | $11,000 | -15.4% | 147 | 0.0% | 0.01% | -16.7% | |
| HPQ | Hewlett-Packard Company | $10,000 | +25.0% | 320 | 0.0% | 0.00% | 0.0% | |
| TSLA | Sell | Tesla Inc | $10,000 | -28.6% | 15 | -25.0% | 0.00% | -42.9% |
| FSR | New | Fisker Inc | $9,000 | – | 530 | +100.0% | 0.00% | – |
| FOCS | New | Focus Finl Partners 0051 | $10,000 | – | 250 | +100.0% | 0.00% | – |
| GE | General Electric Company | $9,000 | +28.6% | 650 | 0.0% | 0.00% | +33.3% | |
| RF | New | Regions Financial | $10,000 | – | 500 | +100.0% | 0.00% | – |
| MCHP | Microchip Technology Inc | $9,000 | +12.5% | 56 | 0.0% | 0.00% | 0.0% | |
| JCI | Johnson Controls International Plc | $9,000 | +28.6% | 150 | 0.0% | 0.00% | +33.3% | |
| DOG | Buy | Proshares Short Dow 30 | $9,000 | +125.0% | 250 | +150.0% | 0.00% | +100.0% |
| BIG | Big Lots Inc | $9,000 | +80.0% | 125 | 0.0% | 0.00% | +100.0% | |
| RHS | Invesco S&P 500 Equal | $9,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% | |
| IMAX | Imax Corp | $9,000 | +12.5% | 435 | 0.0% | 0.00% | 0.0% | |
| LW | Lamb Weston Holdings | $6,000 | 0.0% | 76 | 0.0% | 0.00% | 0.0% | |
| JACK | Jack In The Box Inc | $8,000 | +33.3% | 70 | 0.0% | 0.00% | 0.0% | |
| SHOP | New | Shopify Inc | $6,000 | – | 5 | +100.0% | 0.00% | – |
| PAAS | New | Pan Amern Silver Corp | $6,000 | – | 200 | +100.0% | 0.00% | – |
| ORLY | O Reilly Automotive New | $7,000 | +16.7% | 14 | 0.0% | 0.00% | 0.0% | |
| UBER | Buy | Uber Technologies Inc | $6,000 | +500.0% | 110 | +1000.0% | 0.00% | – |
| PACW | Pacwest Bancorp | $8,000 | +60.0% | 212 | 0.0% | 0.00% | +50.0% | |
| VEA | Vanguard Developed Mkts Index Fund | $7,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
| MAT | Mattel Incorporated | $6,000 | +20.0% | 300 | 0.0% | 0.00% | +50.0% | |
| LVMUY | Lvmh Moet Hennessy Louis Vuitton | $7,000 | +16.7% | 51 | 0.0% | 0.00% | 0.0% | |
| RIOT | New | Riot Blockchain I N C | $4,000 | – | 74 | +100.0% | 0.00% | – |
| SLB | Schlumberger Ltd | $4,000 | +33.3% | 145 | 0.0% | 0.00% | +100.0% | |
| New | Northern Star Reso Ord | $4,000 | – | 500 | +100.0% | 0.00% | – | |
| CVNA | New | Carvana Co | $5,000 | – | 20 | +100.0% | 0.00% | – |
| ROK | Rockwell Automation Inc | $5,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% | |
| APHA | Aphria Inc | $5,000 | +150.0% | 275 | 0.0% | 0.00% | +100.0% | |
| BUD | Anheuser Busch Co Inc | $4,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% | |
| INFN | New | Infinera Corp | $5,000 | – | 480 | +100.0% | 0.00% | – |
| CHKP | Check Pt Software Tech | $5,000 | -16.7% | 46 | 0.0% | 0.00% | -33.3% | |
| NUVA | Nuvasive Inc New | $4,000 | 0.0% | 65 | 0.0% | 0.00% | 0.0% | |
| PSMT | Pricesmart Inc | $3,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
| WOOF | New | Petco Health & Wellness | $2,000 | – | 80 | +100.0% | 0.00% | – |
| PLSE | Pulse Biosciences In | $2,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| NTNX | Nutanix Inc | $2,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% | |
| MRNA | Sell | Moderna Inc | $3,000 | -40.0% | 25 | -50.0% | 0.00% | -50.0% |
| MPC | Marathon Pete Corp | $2,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
| XLE | New | Sector SPDR Engy Select | $2,000 | – | 40 | +100.0% | 0.00% | – |
| SIX | Six Flags Entertainment | $2,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| WATT | New | Energous Corp | $2,000 | – | 500 | +100.0% | 0.00% | – |
| EOG | E O G Resources Inc | $2,000 | +100.0% | 25 | 0.0% | 0.00% | – | |
| CACC | New | Credit Accept Corp | $2,000 | – | 5 | +100.0% | 0.00% | – |
| WBA | Walgreens Boots Alli | $2,000 | +100.0% | 35 | 0.0% | 0.00% | – | |
| WKHS | New | Workhorse Group Inc | $3,000 | – | 230 | +100.0% | 0.00% | – |
| STNE | Stoneco Ltd | $3,000 | -25.0% | 45 | 0.0% | 0.00% | -50.0% | |
| CERS | Exit | Cerus Corp | $0 | – | -100 | -100.0% | 0.00% | – |
| EXC | Exelon Corporation | $1,000 | 0.0% | 16 | 0.0% | 0.00% | – | |
| EXAS | Exact Sciences Corp | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| MSOS | Advisorshares Pure US | $0 | – | 9 | 0.0% | 0.00% | – | |
| GGBXF | Exit | Green Growth Brands In | $0 | – | -4,500 | -100.0% | 0.00% | – |
| BGGSQ | Exit | Briggs & Stratton Corp | $0 | – | -200 | -100.0% | 0.00% | – |
| SPCE | Exit | Virgin Galactic Hldgs In | $0 | – | -40 | -100.0% | 0.00% | – |
| TGNA | Exit | Tegna Inc | $0 | – | -70 | -100.0% | 0.00% | – |
| SWBI | Exit | Smith & Wesson Brands In | $0 | – | -15 | -100.0% | 0.00% | – |
| HA | Hawaiian Holdings | $1,000 | 0.0% | 55 | 0.0% | 0.00% | – | |
| Treasury Metals Inc | $0 | – | 438 | 0.0% | 0.00% | – | ||
| TURV | Two Rivers Wtr & Farming | $0 | – | 55 | 0.0% | 0.00% | – | |
| TCBI | New | Texas Capital Bancsh | $1,000 | – | 10 | +100.0% | 0.00% | – |
| H | Hyatt Hotels | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| FAN | New | First Trust Ise Global Wind | $1,000 | – | 25 | +100.0% | 0.00% | – |
| BIV | Vanguard Intermediate | $1,000 | 0.0% | 8 | 0.0% | 0.00% | – | |
| SUM | Summit Materials Inc | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – | |
| DISCA | New | Discovery Inc | $1,000 | – | 20 | +100.0% | 0.00% | – |
| STRT | Strattec Security Corp | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| IGF | New | Ishares Global | $1,000 | – | 25 | +100.0% | 0.00% | – |
| CYGX | Cytogenix Inc Xxx | $0 | – | 70 | 0.0% | 0.00% | – | |
| CWNH | Crown Northcorp Inc | $0 | – | 22 | 0.0% | 0.00% | – | |
| CRLBF | Cresco Labs Inc | $0 | – | 37 | 0.0% | 0.00% | – | |
| VIAC | New | Viacomcbs Inc | $1,000 | – | 20 | +100.0% | 0.00% | – |
| AG | Buy | First Majestic Silver | $0 | – | 29 | +107.1% | 0.00% | – |
| CVA | Covanta Holding Corp | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| VST | New | Vistra Energy Corp | $1,000 | – | 35 | +100.0% | 0.00% | – |
| SGDJ | Sprott Junior Gold | $0 | -100.0% | 12 | 0.0% | 0.00% | – | |
| BPR | Brookfield Ppty Reit Inc | $1,000 | 0.0% | 60 | 0.0% | 0.00% | – | |
| SGDM | Sprott Gold Miners Etf | $1,000 | 0.0% | 19 | 0.0% | 0.00% | – | |
| SWN | Southwestern Energy Co | $1,000 | 0.0% | 250 | 0.0% | 0.00% | – | |
| SKYW | New | Skywest Inc | $1,000 | – | 15 | +100.0% | 0.00% | – |
| SKLZ | New | Skillz Inc | $1,000 | – | 30 | +100.0% | 0.00% | – |
| Pipesaver Technologies | $0 | – | 1,500 | 0.0% | 0.00% | – | ||
| New | Sharc Int'l Systems | $1,000 | – | 3,000 | +100.0% | 0.00% | – | |
| LI | New | Li Auto Inc | $1,000 | – | 30 | +100.0% | 0.00% | – |
| CPRI | Capri Holdings Ltd | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| LEHMQ | Lehman Bros Holding Inc | $0 | – | 1,200 | 0.0% | 0.00% | – | |
| LPTH | Lightpath Tech Inc | $1,000 | 0.0% | 300 | 0.0% | 0.00% | – | |
| CPMV | Mosaic Immunoengineering | $0 | – | 1 | 0.0% | 0.00% | – | |
| APPH | New | Appharvest Inc | $1,000 | – | 30 | +100.0% | 0.00% | – |
| NKTR | Nektar Therapeutics | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – | |
| NRTLQ | Nortell Networks Xxxx | $0 | – | 464 | 0.0% | 0.00% | – | |
| PD | Pagerduty Inc | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – | |
| SBRA | Sabra Health Care Reit Inc | $1,000 | 0.0% | 62 | 0.0% | 0.00% | – | |
| AOUT | American Outdoor Brands | $1,000 | 0.0% | 55 | 0.0% | 0.00% | – | |
| SLSZQ | SLS International | $0 | – | 1,666 | 0.0% | 0.00% | – | |
| RGR | Exit | Sturm Ruger & Co Inc | $0 | – | -12 | -100.0% | 0.00% | – |
| ON | On Semiconductor Co | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
| FNKO | Exit | Funko Inc | $0 | – | -250 | -100.0% | -0.00% | – |
| SNAP | Exit | Snap Inc | $0 | – | -30 | -100.0% | -0.00% | – |
| PI | Exit | Impinj Inc | $0 | – | -50 | -100.0% | -0.00% | – |
| CBMG | Exit | Cellular Biomedicine | $0 | – | -100 | -100.0% | -0.00% | – |
| RDSB | Exit | Royal Dutch Shell | $0 | – | -150 | -100.0% | -0.00% | – |
| NOC | Exit | Northrop Grumman Corp | $0 | – | -55 | -100.0% | -0.01% | – |
| NK | Exit | Nantkwest Inc | $0 | – | -1,620 | -100.0% | -0.01% | – |
| DG | Exit | Dollar General Corp | $0 | – | -100 | -100.0% | -0.01% | – |
| URI | Exit | United Rentals Inc | $0 | – | -100 | -100.0% | -0.01% | – |
| LHX | Exit | L3harris Technologies In | $0 | – | -250 | -100.0% | -0.02% | – |
| SBE | Exit | Switchback Energy | $0 | – | -2,073 | -100.0% | -0.04% | – |
| ABC | Exit | Amerisourcebergen Corp | $0 | – | -2,480 | -100.0% | -0.11% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-04-13
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.