West Oak Capital, LLC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Sep 30, 2025, never from the firm's own description.
Closest benchmark: the S&P 500 as of 2025-09-30, active share 61.4%; sector active share 9.4% against the combined 13F book's sector weights.
Over time 23 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
248 tracked positions · as of Sep 30, 2025 · Δ vs Jun 30, 2025Portfolio Trend
Sector Breakdown
As of Sep 30, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 28.4% | $561,404 |
| Financial Services | 16.0% | $316,379 |
| Healthcare | 9.7% | $191,228 |
| Consumer Defensive | 9.4% | $185,095 |
| Industrials | 8.9% | $175,180 |
| Unclassified | 7.5% | $147,576 |
| Consumer Cyclical | 7.0% | $138,243 |
| Communication Services | 4.8% | $94,588 |
| Energy | 3.5% | $69,714 |
| Basic Materials | 2.8% | $54,456 |
| Utilities | 1.7% | $33,344 |
| Real Estate | 0.6% | $11,751 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| — | +12,105 | 64,985 | $0 | ||
| GIS | General Mills Inc | +7,665 | 36,940 | $18,625 | |
| CSCO | Cisco Systems, Inc. | +4,800 | 33,460 | $22,893 | |
| SCHH | Schwab U.S. REIT ETF | +3,770 | 5,996 | $1,293 | |
| SYY | Sysco Corp | +3,655 | 16,125 | $13,277 | |
| VZ | Verizon Communications Inc | +1,755 | 47,825 | $21,019 | |
| SCHW | Schwab Charles Corp | +1,350 | 36,067 | $34,433 | |
| JPM | Jpmorgan Chase & Co | +600 | 20,352 | $64,196 | |
| BSX | Boston Scientific Corp | +400 | 725 | $708 | |
| VST | Vistra Corp. | +300 | 335 | $656 | |
| CL | Colgate Palmolive Co | +300 | 31,189 | $24,932 | |
| IVV | iShares Core S&P 500 ETF | +115 | 1,196 | $0 | |
| KMB | Kimberly Clark Corp | +115 | 280 | $348 | |
| AEP | American Electric Power Co Inc | +105 | 465 | $523 | |
| NVO | Novo Nordisk A S | +100 | 117 | $65 | |
| RXRX | Recursion Pharmaceuticals, Inc. | +100 | 1,000 | $49 | |
| MMM | 3M Co | +85 | 5,365 | $8,325 | |
| TSLA | Tesla, Inc. | +45 | 115 | $511 | |
| PEP | Pepsico Inc | +20 | 13,879 | $19,492 | |
| RIOT | Riot Platforms, Inc. | +15 | 35 | $7 | |
| EMR | Emerson Electric Co | +10 | 23,685 | $31,070 | |
| NVS | Novartis AG | +5 | 21,418 | $27,466 | |
| HTO | H2o America | +5 | 255 | $125 | |
| CAVA | Cava Group, Inc. | +3 | 539 | $326 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| JPST | JPMorgan Ultra-Short Income ETF | −134,680 | 106,912 | $54,236 | |
| SCHX | Schwab U.S. Large-Cap ETF | −44,250 | 179,680 | $47,328 | |
| SCHD | Schwab U.S. Dividend Equity ETF | −19,050 | 44,380 | $12,116 | |
| JNJ | Johnson & Johnson | −14,228 | 3,750 | $6,953 | |
| SCHF | Schwab International Equity ETF | −10,440 | 20,125 | $4,685 | |
| NVDA | Nvidia Corp | −9,800 | 59,599 | $111,200 | |
| SCHA | Schwab U.S. Small-Cap ETF | −7,161 | 21,084 | $5,882 | |
| SPB | Spectrum Brands Holdings, Inc. | −6,180 | 17,660 | $9,277 | |
| GLW | Corning Inc /Ny | −2,440 | 52,130 | $42,762 | |
| AAPL | Apple Inc. | −2,334 | 26,168 | $66,632 | |
| CMG | Chipotle Mexican Grill Inc | −1,800 | 901 | $353 | |
| AMZN | Amazon Com Inc | −1,450 | 22,830 | $50,128 | |
| ANET | Arista Networks, Inc. | −1,430 | 2,400 | $3,497 | |
| GOOG | Alphabet Inc. | −1,320 | 23,752 | $57,848 | |
| GOOGL | Alphabet Inc. | −1,265 | 1,970 | $4,789 | |
| WMT | Walmart Inc. | −1,210 | 1,702 | $1,754 | |
| TSCO | Tractor Supply Co /De/ | −1,175 | 11,875 | $6,753 | |
| ORCL | Oracle Corp | −1,105 | 24,840 | $69,860 | |
| WFC | Wells Fargo & Company/Mn | −1,065 | 5,100 | $4,275 | |
| NEE | Nextera Energy Inc | −1,050 | 42,063 | $31,753 | |
| AFL | Aflac Inc | −1,000 | 6,545 | $7,311 | |
| AXP | American Express Co | −985 | 12,077 | $40,115 | |
| BAC | Bank Of America Corp /De/ | −975 | 1,810 | $934 | |
| DHI | Horton D R Inc /De/ | −800 | 640 | $1,085 | |
| INTC | Intel Corp | −800 | 495 | $166 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| COLB | Columbia Banking System, Inc. | 1,097 | $282 | |
| IIPR | Innovative Industrial Properties Inc | 500 | $268 | |
| FIG | Figma, Inc. | 300 | $156 | |
| NPWR | Net Power Inc. | 2,500 | $75 | |
| SKYD | Skydance Corp | 350 | $66 | |
| BKKT | Bakkt, Inc. | 100 | $34 | |
| ETHA | iShares Ethereum Trust ETF | 87 | $27 | |
| ETHU | 2x Ether ETF | 20 | $26 | |
| FICO | Fair Isaac Corp | 1 | $15 | |
| SMCI | Super Micro Computer, Inc. | 30 | $14 | |
| MP | MP Materials Corp. / DE | 10 | $7 | |
| SYF | Synchrony Financial | 3 | $2 | |
| HVBT | HIVE Digital Technologies Ltd. | 500 | $0 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| KLAC | Kla Corp | 400 | $3,583 | |
| JMUB | JPMorgan Municipal ETF | 4,700 | $2,333 | |
| NRG | Nrg Energy, Inc. | 700 | $1,124 | |
| VB | Vanguard Index Funds | 418 | $991 | |
| PANW | Palo Alto Networks Inc | 300 | $614 | |
| CINF | Cincinnati Financial Corp | 270 | $402 | |
| MPWR | Monolithic Power Systems, Inc. | 55 | $402 | |
| COWZ | Pacer US Cash Cows 100 ETF | 700 | $386 | |
| DINO | HF Sinclair Corp | 925 | $380 | |
| NTES | NetEase, Inc. | 250 | $336 | |
| WDAY | Workday, Inc. | 140 | $336 | |
| PPLT | abrdn Platinum ETF Trust | 270 | $332 | |
| TTD | Trade Desk, Inc. | 425 | $306 | |
| GBTC | Grayscale Bitcoin Trust ETF | 384 | $302 | |
| ACI | Albertsons Companies, Inc. | 1,400 | $301 | |
| ARCC | Ares Capital Corp | 1,300 | $285 | |
| UBER | Uber Technologies, Inc | 300 | $280 | |
| ARES | Ares Management Corp | 150 | $260 | |
| BIZD | VanEck BDC Income ETF | 1,450 | $236 | |
| PAYX | Paychex Inc | 160 | $233 | |
| TRU | TransUnion | 250 | $220 | |
| WY | Weyerhaeuser Co | 740 | $190 | |
| SNEX | StoneX Group Inc. | 200 | $182 | |
| CFG | Citizens Financial Group Inc/Ri | 400 | $179 | |
| AEM | Agnico Eagle Mines Ltd | 150 | $178 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Reduced | 59,599 | $111,200 | 5.62% | |
| CLSK |
Cleanspark, Inc.
Financial Services
|
Reduced | 6,337 | $91,886 | 4.64% | |
| ORCL |
Oracle Corp
Technology
|
Reduced | 24,840 | $69,860 | 3.53% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 26,168 | $66,632 | 3.37% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 12,502 | $64,754 | 3.27% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 20,352 | $64,196 | 3.24% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Reduced | 23,752 | $57,848 | 2.92% | |
| JPST |
JPMorgan Ultra-Short Income ETF
|
Reduced | 106,912 | $54,236 | 2.74% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 22,830 | $50,128 | 2.53% | |
| SCHX |
Schwab U.S. Large-Cap ETF
|
Reduced | 179,680 | $47,328 | 2.39% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Reduced | 15,027 | $44,104 | 2.23% | |
| GLW |
Corning Inc /Ny
Technology
|
Reduced | 52,130 | $42,762 | 2.16% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 5,565 | $42,461 | 2.15% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 4,541 | $42,033 | 2.12% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 10,037 | $40,669 | 2.06% | |
| AXP |
American Express Co
Financial Services
|
Reduced | 12,077 | $40,115 | 2.03% | |
| HUBB |
Hubbell Inc
Industrials
|
Reduced | 8,215 | $35,350 | 1.79% | |
| ABT |
Abbott Laboratories
Healthcare
|
Reduced | 26,194 | $35,084 | 1.77% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
Added | 36,067 | $34,433 | 1.74% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 21,156 | $32,853 | 1.66% | |
| NEE |
Nextera Energy Inc
Utilities
|
Reduced | 42,063 | $31,753 | 1.60% | |
| EMR |
Emerson Electric Co
Industrials
|
Added | 23,685 | $31,070 | 1.57% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Reduced | 15,102 | $30,920 | 1.56% | |
| ADI |
Analog Devices Inc
Technology
|
Reduced | 12,306 | $30,236 | 1.53% | |
| ASML |
Asml Holding NV
Technology
|
Reduced | 3,084 | $29,856 | 1.51% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 19,069 | $29,300 | 1.48% | |
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
Reduced | 10,500 | $28,636 | 1.45% | |
| LEN |
Lennar Corp /New/
Consumer Cyclical
|
Reduced | 21,881 | $27,579 | 1.39% | |
| NVS |
Novartis AG
Healthcare
|
Added | 21,418 | $27,466 | 1.39% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Reduced | 5,365 | $26,783 | 1.35% | |
| AMGN |
Amgen Inc
Healthcare
|
Reduced | 9,193 | $25,943 | 1.31% | |
| CL |
Colgate Palmolive Co
Consumer Defensive
|
Added | 31,189 | $24,932 | 1.26% | |
| TXN |
Texas Instruments Inc
Technology
|
Reduced | 13,355 | $24,537 | 1.24% | |
| DHR |
Danaher Corp /De/
Healthcare
|
Reduced | 12,336 | $24,457 | 1.24% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 33,460 | $22,893 | 1.16% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 4,704 | $22,445 | 1.13% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 19,181 | $21,627 | 1.09% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 47,825 | $21,019 | 1.06% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
Reduced | 5,983 | $20,717 | 1.05% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 8,608 | $19,931 | 1.01% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 13,879 | $19,492 | 0.98% | |
| NTRS |
Northern Trust Corp
Financial Services
|
Reduced | 14,330 | $19,288 | 0.97% | |
| GIS |
General Mills Inc
Consumer Defensive
|
Added | 36,940 | $18,625 | 0.94% | |
| J |
Jacobs Solutions Inc.
Industrials
|
Reduced | 9,609 | $14,401 | 0.73% | |
| SYY |
Sysco Corp
Consumer Defensive
|
Added | 16,125 | $13,277 | 0.67% | |
| STZ |
Constellation Brands, Inc.
Consumer Defensive
|
Reduced | 9,328 | $12,562 | 0.63% | |
| SCHD |
Schwab U.S. Dividend Equity ETF
|
Reduced | 44,380 | $12,116 | 0.61% | |
| RSP |
Victory Portfolios II
|
Reduced | 6,053 | $11,483 | 0.58% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 1,800 | $10,239 | 0.52% | |
| SPB |
Spectrum Brands Holdings, Inc.
Consumer Defensive
|
Reduced | 17,660 | $9,277 | 0.47% |
Showing the top 50 of 248 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.