Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
West Oak Capital, LLC (CIK 1387399) reported $2.5M across 275 reported positions in its SEC 13F filing for 2025-09-30. Largest positions: DFJSX ($126,260, 5.01%), JEF1 ($119,789, 4.75%), NVDA ($111,200, 4.41%), AVGO ($107,072, 4.25%), ORCL ($69,860, 2.77%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFJSX | DFA International Core Equities | $126,260 | 5.01% | 347,345 | Added |
| 2 | JEF1 | Jefferies Group Inc New | $119,789 | 4.75% | 183,107 | Trimmed |
| 3 | NVDA | Nvidia Corp | $111,200 | 4.41% | 59,599 | Trimmed |
| 4 | AVGO | Broadcom Ltd | $107,072 | 4.25% | 32,455 | Trimmed |
| 5 | ORCL | Oracle Corporation | $69,860 | 2.77% | 24,840 | Trimmed |
| 6 | AAPL | Apple Computer Inc | $66,632 | 2.64% | 26,168 | Trimmed |
| 7 | MSFT | Microsoft Corp | $64,754 | 2.57% | 12,502 | Trimmed |
| 8 | JPM | J P Morgan Chase & Co | $64,196 | 2.55% | 20,352 | Added |
| 9 | DFSTX | DFA US Small Cap ETF | $64,048 | 2.54% | 93,555 | Added |
| 10 | GOOG | Alphabet Inc Class C | $57,848 | 2.29% | 23,752 | Trimmed |
| 11 | JPST | JP Morgan Ultra Short | $54,236 | 2.15% | 106,912 | Trimmed |
| 12 | AMZN | Amazon.Com Inc | $50,128 | 1.99% | 22,830 | Trimmed |
| 13 | SCHX | Schwab Us Large Co Equities ETF | $47,328 | 1.88% | 179,680 | Trimmed |
| 14 | ADP | Auto Data Processing | $44,104 | 1.75% | 15,027 | Trimmed |
| 15 | GLW | Corning Inc | $42,762 | 1.70% | 52,130 | Trimmed |
| 16 | LLY | Lilly Eli & Company | $42,461 | 1.68% | 5,565 | Trimmed |
| 17 | COST | Costco Wholesale Corp New | $42,033 | 1.67% | 4,541 | Trimmed |
| 18 | HD | Home Depot Inc | $40,669 | 1.61% | 10,037 | Trimmed |
| 19 | AXP | American Express Company | $40,115 | 1.59% | 12,077 | Trimmed |
| 20 | HUBB | Hubbell Inc | $35,350 | 1.40% | 8,215 | Trimmed |
| 21 | ABT | Abbott Laboratories | $35,084 | 1.39% | 26,194 | Trimmed |
| 22 | SCHW | The Charles Schwab Corp | $34,433 | 1.37% | 36,067 | Added |
| 23 | C | Citigroup Inc | $33,641 | 1.33% | 33,144 | Trimmed |
| 24 | CVX | Chevrontexaco Corp | $32,853 | 1.30% | 21,156 | Trimmed |
| 25 | NEE | Nextera Energy | $31,753 | 1.26% | 42,063 | Trimmed |
Source: SEC Form 13F filings · as of 2025-09-30