West Oak Capital, LLC Top Holdings and 13F Report (2025) About West Oak Capital, LLCInvestment ActivityWest Oak Capital, LLC has $2.52 million in total holdings as of September 30, 2025.West Oak Capital, LLC owns shares of 285 different stocks, but just 47 companies or ETFs make up 80% of its holdings.Approximately 2.37% of the portfolio was purchased this quarter.About 11.26% of the portfolio was sold this quarter.This quarter, West Oak Capital, LLC has purchased 313 new stocks and bought additional shares in 33 stocks.West Oak Capital, LLC sold shares of 114 stocks and completely divested from 52 stocks this quarter.Largest Holdings DFA International Core Equities $126,260Jefferies Group Inc New $119,789NVIDIA $111,200Broadcom Ltd $107,072Oracle $69,860 Largest New Holdings this Quarter 85308X101 - New Era Energy & Digital Inc. COM U $1,044 Holding197236102 - Columbia Banking System $282 Holding45781V101 - Innovative Industrial Properties $268 Holding316841105 - Figma Inc $156 Holding64107A105 - NET Power $75 Holding Largest Purchases this Quarter Cleanspark 6,146 shares (about $20.22K)DFA US Small Cap ETF 8,095 shares (about $5.54K)Target Corporation 5,275 shares (about $4.73K)General Mills 7,665 shares (about $3.86K)Interpublic Group of Companies 12,105 shares (about $3.38K) Largest Sales this Quarter JPMorgan Ultra-Short Income ETF 134,680 shares (about $68.32K)Johnson & Johnson 14,228 shares (about $26.38K)NVIDIA 9,800 shares (about $18.28K)Jacobs Solutions 9,906 shares (about $17.34K)Jefferies Group Inc New 23,500 shares (about $15.37K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWest Oak Capital, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFA International Core Equities$126,260$1,732 ▲1.4%347,3455.0%COMJefferies Group Inc New$119,789$15,374 ▼-11.4%183,1074.8%COMNVDANVIDIA$111,200$18,285 ▼-14.1%59,5994.4%Computer and TechnologyBroadcom Ltd$107,072$8,479 ▼-7.3%32,4554.2%COMORCLOracle$69,860$3,108 ▼-4.3%24,8402.8%Computer and TechnologyAAPLApple$66,632$5,943 ▼-8.2%26,1682.6%Computer and TechnologyMSFTMicrosoft$64,754$1,994 ▼-3.0%12,5022.6%Computer and TechnologyJPMJPMorgan Chase & Co.$64,196$1,893 ▲3.0%20,3522.5%FinanceDFA US Small Cap ETF$64,048$5,542 ▲9.5%93,5552.5%COMGOOGAlphabet$57,848$3,215 ▼-5.3%23,7522.3%Computer and TechnologyJPSTJPMorgan Ultra-Short Income ETF$54,236$68,323 ▼-55.7%106,9122.2%ETFAMZNAmazon.com$50,128$3,184 ▼-6.0%22,8302.0%Retail/WholesaleSCHXSchwab US Large-Cap ETF$47,328$11,656 ▼-19.8%179,6801.9%ETFADPAutomatic Data Processing$44,104$1,928 ▼-4.2%15,0271.7%Computer and TechnologyGLWCorning$42,762$2,002 ▼-4.5%52,1301.7%Computer and TechnologyLLYEli Lilly and Company$42,461$1,083 ▼-2.5%5,5651.7%MedicalCOSTCostco Wholesale$42,033$4,961 ▼-10.6%4,5411.7%Retail/WholesaleHDHome Depot$40,669$1,641 ▼-3.9%10,0371.6%Retail/WholesaleAXPAmerican Express$40,115$3,272 ▼-7.5%12,0771.6%FinanceHUBBHubbell$35,350$1,291 ▼-3.5%8,2151.4%IndustrialsABTAbbott Laboratories$35,084$54 ▼-0.2%26,1941.4%MedicalSCHWCharles Schwab$34,433$1,289 ▲3.9%36,0671.4%FinanceCitigroup Inc$33,641$400 ▼-1.2%33,1441.3%COMCVXChevron$32,853$1,009 ▼-3.0%21,1561.3%EnergyNEENextEra Energy$31,753$793 ▼-2.4%42,0631.3%UtilitiesEMREmerson Electric$31,070$13 ▲0.0%23,6851.2%IndustrialsWisconsin Energy$31,042$550 ▼-1.7%27,0901.2%COMAMATApplied Materials$30,920$543 ▼-1.7%15,1021.2%Computer and TechnologyADIAnalog Devices$30,236$1,646 ▼-5.2%12,3061.2%Computer and TechnologyASMLASML$29,856$126 ▼-0.4%3,0841.2%Computer and TechnologyPGProcter & Gamble$29,300$169 ▼-0.6%19,0691.2%Consumer StaplesAPDAir Products and Chemicals$28,636$859 ▼-2.9%10,5001.1%Basic MaterialsLENLennar$27,579$296 ▼-1.1%21,8811.1%ConstructionNVSNovartis$27,466$6 ▲0.0%21,4181.1%MedicalLMTLockheed Martin$26,783$1,048 ▼-3.8%5,3651.1%AerospaceAccenture Ltd Cl A$26,606$1,110 ▲4.4%10,7891.1%COMAMGNAmgen$25,943$1,877 ▼-6.7%9,1931.0%MedicalCLColgate-Palmolive$24,932$240 ▲1.0%31,1891.0%Consumer StaplesTXNTexas Instruments$24,537$73 ▼-0.3%13,3551.0%Computer and TechnologyDHRDanaher$24,457$684 ▼-2.7%12,3361.0%MedicalCSCOCisco Systems$22,893$3,284 ▲16.7%33,4600.9%Computer and TechnologyCATCaterpillar$22,445$1,279 ▼-5.4%4,7040.9%IndustrialsXOMExxon Mobil$21,627$520 ▼-2.3%19,1810.9%EnergyVZVerizon Communications$21,019$771 ▲3.8%47,8250.8%Computer and TechnologyMerck & Co Inc$20,862$462 ▼-2.2%24,8570.8%COMCLSKCleanspark$20,853$20,224 ▲3,217.8%6,3370.8%FinanceSHWSherwin-Williams$20,717$87 ▼-0.4%5,9830.8%Basic MaterialsABBVAbbVie$19,931$1,331 ▼-6.3%8,6080.8%MedicalPEPPepsiCo$19,492$28 ▲0.1%13,8790.8%Consumer StaplesNTRSNorthern Trust$19,288$565 ▼-2.8%14,3300.8%FinanceGISGeneral Mills$18,625$3,865 ▲26.2%36,9400.7%Consumer StaplesIPGInterpublic Group of Companies$18,137$3,378 ▲22.9%64,9850.7%Business ServicesTarget Corporation$15,978$4,732 ▲42.1%17,8130.6%COMJJacobs Solutions$14,394$457 ▼-3.1%9,6050.6%Business ServicesSYYSysco$13,277$3,009 ▲29.3%16,1250.5%Consumer StaplesSTZConstellation Brands$12,562$290 ▼-2.3%9,3280.5%Consumer StaplesSCHDSchwab US Dividend Equity ETF$12,116$5,201 ▼-30.0%44,3800.5%ETFRSPInvesco S&P 500 Equal Weight ETF$11,483$763 ▼-6.2%6,0530.5%ETFMAMastercard$10,239$85 ▼-0.8%1,8000.4%Business ServicesIVEiShares S&P 500 Value ETF$9,677$1,332 ▼-12.1%4,6860.4%ETFSPBSpectrum Brands$9,277$3,246 ▼-25.9%17,6600.4%Consumer DiscretionaryMMM3M$8,325$132 ▲1.6%5,3650.3%Multi-Sector ConglomeratesIVViShares Core S&P 500 ETF$8,005$770 ▲10.6%1,1960.3%ETFTTTrane Technologies$7,9540.0%1,8850.3%ConstructionMETAMeta Platforms$7,843$3,341 ▼-29.9%1,0680.3%Computer and TechnologyAFLAflac$7,311$1,117 ▼-13.3%6,5450.3%FinanceMSMorgan Stanley$7,1770.0%4,5150.3%FinanceJNJJohnson & Johnson$6,953$26,381 ▼-79.1%3,7500.3%MedicalTSCOTractor Supply$6,753$668 ▼-9.0%11,8750.3%Retail/WholesaleRTXRTX$5,999$234 ▼-3.8%3,5850.2%AerospaceSCHASchwab US Small-Cap ETF$5,882$1,998 ▼-25.4%21,0840.2%ETFTROWT. Rowe Price Group$5,594$313 ▼-5.3%5,4500.2%FinanceVIGVanguard Dividend Appreciation ETF$5,287$1,457 ▼-21.6%2,4500.2%ETFSHELShell$5,225$329 ▼-5.9%7,3050.2%EnergyVUGVanguard Growth ETF$5,0260.0%1,0480.2%ETFECLEcolab$5,003$68 ▼-1.3%1,8270.2%Basic MaterialsCBChubb$4,8970.0%1,7350.2%FinanceGOOGLAlphabet$4,789$3,075 ▼-39.1%1,9700.2%Computer and TechnologySCHFSchwab International Equity ETF$4,685$2,430 ▼-34.2%20,1250.2%ETFIWRiShares Russell Mid-Cap ETF$4,4410.0%4,6000.2%ETFEOGEOG Resources$4,440$157 ▼-3.4%3,9600.2%EnergyPHParker-Hannifin$4,359$76 ▼-1.7%5750.2%IndustrialsGSThe Goldman Sachs Group$4,300$1,075 ▼-20.0%5400.2%FinanceWFCWells Fargo & Company$4,275$893 ▼-17.3%5,1000.2%FinanceVVisa$4,250$2,338 ▼-35.5%1,2450.2%Business ServicesBerkshire Hathaway Cl B$4,228$422 ▼-9.1%8410.2%COMFidelity Natl Finl Inc$3,9320.0%6,5000.2%COMKOCocaCola$3,9080.0%5,8920.2%Consumer StaplesPMPhilip Morris International$3,904$260 ▼-6.2%2,4070.2%Consumer StaplesNOWServiceNow$3,902$571 ▼-12.8%4240.2%Computer and TechnologyVTSVitesse Energy$3,7720.0%16,2380.1%EnergyANETArista Networks$3,497$2,084 ▼-37.3%2,4000.1%Computer and TechnologyRYRoyal Bank Of Canada$3,3120.0%2,2480.1%FinanceICEIntercontinental Exchange$3,201$2,891 ▲932.6%1,9000.1%FinanceAMEAMETEK$3,1960.0%1,7000.1%Computer and TechnologyLRCXLam Research$3,013$536 ▼-15.1%2,2500.1%Computer and TechnologyPSAPublic Storage$3,010$173 ▼-5.4%1,0420.1%FinanceVTRVentas$2,933$39 ▼-1.3%4,1900.1%FinanceMCDMcDonald's$2,9140.0%9590.1%Retail/WholesaleFISFidelity National Information Services$2,8350.0%4,3000.1%Business ServicesShowing largest 100 holdings. 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