Filed: 10/3/2025ACC: 0001140361-25-037185
📋 What this filing means
WEST OAK CAPITAL, LLC filed this quarterly 13F‑HR report disclosing 279 equity positions with a total reported market value of $2.52M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
279
Positions
$2.52M
Total AUM (reported)
2.38M
Total Shares
Allocation by class
COM$2.52M100.0%
Portfolio Concentration
Top 3$357.2K14.2%
4–10$494.4K19.6%
11–25$607.0K24.1%
Rest$1.06M42.2%
Top 3 weight
14.2%
Top 10 weight
33.8%
Voting Authority Distribution
Total shares with voting rights: 2.38M
Sole
Full voting authority
2.38M
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)
Sole279
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings279
Rows:
DFA International Core Equities
SOLEShares347.35K
TypeSH
Market value$126.3K
5.01%
Sole
347.35K
Shared
0.00
None
0.00
Jefferies Group Inc New
SOLEShares183.11K
TypeSH
Market value$119.8K
4.75%
Sole
183.11K
Shared
0.00
None
0.00
Nvidia Corp
SOLEShares59.60K
TypeSH
Market value$111.2K
4.41%
Sole
59.60K
Shared
0.00
None
0.00
Broadcom Ltd
SOLEShares32.45K
TypeSH
Market value$107.1K
4.25%
Sole
32.45K
Shared
0.00
None
0.00
Oracle Corporation
SOLEShares24.84K
TypeSH
Market value$69.9K
2.77%
Sole
24.84K
Shared
0.00
None
0.00
Apple Computer Inc
SOLEShares26.17K
TypeSH
Market value$66.6K
2.64%
Sole
26.17K
Shared
0.00
None
0.00
Microsoft Corp
SOLEShares12.50K
TypeSH
Market value$64.8K
2.57%
Sole
12.50K
Shared
0.00
None
0.00
J P Morgan Chase & Co
SOLEShares20.35K
TypeSH
Market value$64.2K
2.55%
Sole
20.35K
Shared
0.00
None
0.00
DFA US Small Cap ETF
SOLEShares93.56K
TypeSH
Market value$64.0K
2.54%
Sole
93.56K
Shared
0.00
None
0.00
Alphabet Inc Class C
SOLEShares23.75K
TypeSH
Market value$57.8K
2.29%
Sole
23.75K
Shared
0.00
None
0.00
JP Morgan Ultra Short
SOLEShares106.91K
TypeSH
Market value$54.2K
2.15%
Sole
106.91K
Shared
0.00
None
0.00
Amazon.Com Inc
SOLEShares22.83K
TypeSH
Market value$50.1K
1.99%
Sole
22.83K
Shared
0.00
None
0.00
Schwab Us Large Co Equities ETF
SOLEShares179.68K
TypeSH
Market value$47.3K
1.88%
Sole
179.68K
Shared
0.00
None
0.00
Auto Data Processing
SOLEShares15.03K
TypeSH
Market value$44.1K
1.75%
Sole
15.03K
Shared
0.00
None
0.00
Corning Inc
SOLEShares52.13K
TypeSH
Market value$42.8K
1.70%
Sole
52.13K
Shared
0.00
None
0.00
Lilly Eli & Company
SOLEShares5.57K
TypeSH
Market value$42.5K
1.68%
Sole
5.57K
Shared
0.00
None
0.00
Costco Wholesale Corp New
SOLEShares4.54K
TypeSH
Market value$42.0K
1.67%
Sole
4.54K
Shared
0.00
None
0.00
Home Depot Inc
SOLEShares10.04K
TypeSH
Market value$40.7K
1.61%
Sole
10.04K
Shared
0.00
None
0.00
American Express Company
SOLEShares12.08K
TypeSH
Market value$40.1K
1.59%
Sole
12.08K
Shared
0.00
None
0.00
Hubbell Inc
SOLEShares8.21K
TypeSH
Market value$35.4K
1.40%
Sole
8.21K
Shared
0.00
None
0.00
Abbott Laboratories
SOLEShares26.19K
TypeSH
Market value$35.1K
1.39%
Sole
26.19K
Shared
0.00
None
0.00
The Charles Schwab Corp
SOLEShares36.07K
TypeSH
Market value$34.4K
1.37%
Sole
36.07K
Shared
0.00
None
0.00
Citigroup Inc
SOLEShares33.14K
TypeSH
Market value$33.6K
1.33%
Sole
33.14K
Shared
0.00
None
0.00
Chevrontexaco Corp
SOLEShares21.16K
TypeSH
Market value$32.9K
1.30%
Sole
21.16K
Shared
0.00
None
0.00
Nextera Energy
SOLEShares42.06K
TypeSH
Market value$31.8K
1.26%
Sole
42.06K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DFA International Core EquitiesSOLE | COM | 347.35K | SH | $126.3K 5.01% | 347.35K | 0.00 | 0.00 |
Jefferies Group Inc NewSOLE | COM | 183.11K | SH | $119.8K 4.75% | 183.11K | 0.00 | 0.00 |
Nvidia CorpSOLE | COM | 59.60K | SH | $111.2K 4.41% | 59.60K | 0.00 | 0.00 |
Broadcom LtdSOLE | COM | 32.45K | SH | $107.1K 4.25% | 32.45K | 0.00 | 0.00 |
Oracle CorporationSOLE | COM | 24.84K | SH | $69.9K 2.77% | 24.84K | 0.00 | 0.00 |
Apple Computer IncSOLE | COM | 26.17K | SH | $66.6K 2.64% | 26.17K | 0.00 | 0.00 |
Microsoft CorpSOLE | COM | 12.50K | SH | $64.8K 2.57% | 12.50K | 0.00 | 0.00 |
J P Morgan Chase & CoSOLE | COM | 20.35K | SH | $64.2K 2.55% | 20.35K | 0.00 | 0.00 |
DFA US Small Cap ETFSOLE | COM | 93.56K | SH | $64.0K 2.54% | 93.56K | 0.00 | 0.00 |
Alphabet Inc Class CSOLE | COM | 23.75K | SH | $57.8K 2.29% | 23.75K | 0.00 | 0.00 |
JP Morgan Ultra ShortSOLE | COM | 106.91K | SH | $54.2K 2.15% | 106.91K | 0.00 | 0.00 |
Amazon.Com IncSOLE | COM | 22.83K | SH | $50.1K 1.99% | 22.83K | 0.00 | 0.00 |
Schwab Us Large Co Equities ETFSOLE | COM | 179.68K | SH | $47.3K 1.88% | 179.68K | 0.00 | 0.00 |
Auto Data ProcessingSOLE | COM | 15.03K | SH | $44.1K 1.75% | 15.03K | 0.00 | 0.00 |
Corning IncSOLE | COM | 52.13K | SH | $42.8K 1.70% | 52.13K | 0.00 | 0.00 |
Lilly Eli & CompanySOLE | COM | 5.57K | SH | $42.5K 1.68% | 5.57K | 0.00 | 0.00 |
Costco Wholesale Corp NewSOLE | COM | 4.54K | SH | $42.0K 1.67% | 4.54K | 0.00 | 0.00 |
Home Depot IncSOLE | COM | 10.04K | SH | $40.7K 1.61% | 10.04K | 0.00 | 0.00 |
American Express CompanySOLE | COM | 12.08K | SH | $40.1K 1.59% | 12.08K | 0.00 | 0.00 |
Hubbell IncSOLE | COM | 8.21K | SH | $35.4K 1.40% | 8.21K | 0.00 | 0.00 |
Abbott LaboratoriesSOLE | COM | 26.19K | SH | $35.1K 1.39% | 26.19K | 0.00 | 0.00 |
The Charles Schwab CorpSOLE | COM | 36.07K | SH | $34.4K 1.37% | 36.07K | 0.00 | 0.00 |
Citigroup IncSOLE | COM | 33.14K | SH | $33.6K 1.33% | 33.14K | 0.00 | 0.00 |
Chevrontexaco CorpSOLE | COM | 21.16K | SH | $32.9K 1.30% | 21.16K | 0.00 | 0.00 |
Nextera EnergySOLE | COM | 42.06K | SH | $31.8K 1.26% | 42.06K | 0.00 | 0.00 |
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