Filed: 7/15/2025ACC: 0001140361-25-025806
📋 What this filing means
WEST OAK CAPITAL, LLC filed this quarterly 13F‑HR report disclosing 307 equity positions with a total reported market value of $2.55M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
307
Positions
$2.55M
Total AUM (reported)
2.63M
Total Shares
Allocation by class
COM$2.55M100.0%
Portfolio Concentration
Top 3$353.9K13.9%
4–10$497.5K19.5%
11–25$602.0K23.6%
Rest$1.10M43.1%
Top 3 weight
13.9%
Top 10 weight
33.3%
Voting Authority Distribution
Total shares with voting rights: 2.63M
Sole
Full voting authority
2.63M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole307
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings307
Rows:
JP Morgan Ultra Short
SOLEShares241.59K
TypeSH
Market value$122.4K
4.80%
Sole
241.59K
Shared
0.00
None
0.00
DFA International Core Equities
SOLEShares342.58K
TypeSH
Market value$118.4K
4.64%
Sole
342.58K
Shared
0.00
None
0.00
Jefferies Group Inc New
SOLEShares206.61K
TypeSH
Market value$113.0K
4.43%
Sole
206.61K
Shared
0.00
None
0.00
Nvidia Corp
SOLEShares69.40K
TypeSH
Market value$109.6K
4.29%
Sole
69.40K
Shared
0.00
None
0.00
Broadcom Ltd
SOLEShares35.02K
TypeSH
Market value$96.5K
3.78%
Sole
35.02K
Shared
0.00
None
0.00
Microsoft Corp
SOLEShares12.89K
TypeSH
Market value$64.1K
2.51%
Sole
12.89K
Shared
0.00
None
0.00
Apple Computer Inc
SOLEShares28.50K
TypeSH
Market value$58.5K
2.29%
Sole
28.50K
Shared
0.00
None
0.00
J P Morgan Chase & Co
SOLEShares19.75K
TypeSH
Market value$57.3K
2.24%
Sole
19.75K
Shared
0.00
None
0.00
Oracle Corporation
SOLEShares25.95K
TypeSH
Market value$56.7K
2.22%
Sole
25.95K
Shared
0.00
None
0.00
Schwab Us Large Co Equities ETF
SOLEShares223.93K
TypeSH
Market value$54.7K
2.14%
Sole
223.93K
Shared
0.00
None
0.00
DFA US Small Cap ETF
SOLEShares85.46K
TypeSH
Market value$54.4K
2.13%
Sole
85.46K
Shared
0.00
None
0.00
Amazon.Com Inc
SOLEShares24.28K
TypeSH
Market value$53.3K
2.09%
Sole
24.28K
Shared
0.00
None
0.00
Costco Wholesale Corp New
SOLEShares5.08K
TypeSH
Market value$50.3K
1.97%
Sole
5.08K
Shared
0.00
None
0.00
Auto Data Processing
SOLEShares15.68K
TypeSH
Market value$48.4K
1.89%
Sole
15.68K
Shared
0.00
None
0.00
Lilly Eli & Company
SOLEShares5.71K
TypeSH
Market value$44.5K
1.74%
Sole
5.71K
Shared
0.00
None
0.00
Alphabet Inc Class C
SOLEShares25.07K
TypeSH
Market value$44.5K
1.74%
Sole
25.07K
Shared
0.00
None
0.00
American Express Company
SOLEShares13.06K
TypeSH
Market value$41.7K
1.63%
Sole
13.06K
Shared
0.00
None
0.00
Home Depot Inc
SOLEShares10.44K
TypeSH
Market value$38.3K
1.50%
Sole
10.44K
Shared
0.00
None
0.00
Abbott Laboratories
SOLEShares26.23K
TypeSH
Market value$35.7K
1.40%
Sole
26.23K
Shared
0.00
None
0.00
Hubbell Inc
SOLEShares8.52K
TypeSH
Market value$34.8K
1.36%
Sole
8.52K
Shared
0.00
None
0.00
The Charles Schwab Corp
SOLEShares34.72K
TypeSH
Market value$31.7K
1.24%
Sole
34.72K
Shared
0.00
None
0.00
Emerson Electric Co
SOLEShares23.68K
TypeSH
Market value$31.6K
1.24%
Sole
23.68K
Shared
0.00
None
0.00
Chevrontexaco Corp
SOLEShares21.81K
TypeSH
Market value$31.2K
1.22%
Sole
21.81K
Shared
0.00
None
0.00
Accenture Ltd Cl A
SOLEShares10.34K
TypeSH
Market value$30.9K
1.21%
Sole
10.34K
Shared
0.00
None
0.00
Analog Devices Inc
SOLEShares12.98K
TypeSH
Market value$30.9K
1.21%
Sole
12.98K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
JP Morgan Ultra ShortSOLE | COM | 241.59K | SH | $122.4K 4.80% | 241.59K | 0.00 | 0.00 |
DFA International Core EquitiesSOLE | COM | 342.58K | SH | $118.4K 4.64% | 342.58K | 0.00 | 0.00 |
Jefferies Group Inc NewSOLE | COM | 206.61K | SH | $113.0K 4.43% | 206.61K | 0.00 | 0.00 |
Nvidia CorpSOLE | COM | 69.40K | SH | $109.6K 4.29% | 69.40K | 0.00 | 0.00 |
Broadcom LtdSOLE | COM | 35.02K | SH | $96.5K 3.78% | 35.02K | 0.00 | 0.00 |
Microsoft CorpSOLE | COM | 12.89K | SH | $64.1K 2.51% | 12.89K | 0.00 | 0.00 |
Apple Computer IncSOLE | COM | 28.50K | SH | $58.5K 2.29% | 28.50K | 0.00 | 0.00 |
J P Morgan Chase & CoSOLE | COM | 19.75K | SH | $57.3K 2.24% | 19.75K | 0.00 | 0.00 |
Oracle CorporationSOLE | COM | 25.95K | SH | $56.7K 2.22% | 25.95K | 0.00 | 0.00 |
Schwab Us Large Co Equities ETFSOLE | COM | 223.93K | SH | $54.7K 2.14% | 223.93K | 0.00 | 0.00 |
DFA US Small Cap ETFSOLE | COM | 85.46K | SH | $54.4K 2.13% | 85.46K | 0.00 | 0.00 |
Amazon.Com IncSOLE | COM | 24.28K | SH | $53.3K 2.09% | 24.28K | 0.00 | 0.00 |
Costco Wholesale Corp NewSOLE | COM | 5.08K | SH | $50.3K 1.97% | 5.08K | 0.00 | 0.00 |
Auto Data ProcessingSOLE | COM | 15.68K | SH | $48.4K 1.89% | 15.68K | 0.00 | 0.00 |
Lilly Eli & CompanySOLE | COM | 5.71K | SH | $44.5K 1.74% | 5.71K | 0.00 | 0.00 |
Alphabet Inc Class CSOLE | COM | 25.07K | SH | $44.5K 1.74% | 25.07K | 0.00 | 0.00 |
American Express CompanySOLE | COM | 13.06K | SH | $41.7K 1.63% | 13.06K | 0.00 | 0.00 |
Home Depot IncSOLE | COM | 10.44K | SH | $38.3K 1.50% | 10.44K | 0.00 | 0.00 |
Abbott LaboratoriesSOLE | COM | 26.23K | SH | $35.7K 1.40% | 26.23K | 0.00 | 0.00 |
Hubbell IncSOLE | COM | 8.52K | SH | $34.8K 1.36% | 8.52K | 0.00 | 0.00 |
The Charles Schwab CorpSOLE | COM | 34.72K | SH | $31.7K 1.24% | 34.72K | 0.00 | 0.00 |
Emerson Electric CoSOLE | COM | 23.68K | SH | $31.6K 1.24% | 23.68K | 0.00 | 0.00 |
Chevrontexaco CorpSOLE | COM | 21.81K | SH | $31.2K 1.22% | 21.81K | 0.00 | 0.00 |
Accenture Ltd Cl ASOLE | COM | 10.34K | SH | $30.9K 1.21% | 10.34K | 0.00 | 0.00 |
Analog Devices IncSOLE | COM | 12.98K | SH | $30.9K 1.21% | 12.98K | 0.00 | 0.00 |
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