Notify me when West Oak Capital, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 271 | $660,584 | $0 | $0 | $0 | DFA International Core Equities, JEF, AVGO, DFA US Small Cap ETF, C | 13F-HR | 03 Oct 2025, 11:07 |
| Q2 2025 | 300 | $525,763 | $0 | $0 | $0 | DFA International Core Equities, Jefferies Group Inc New, Broadcom Ltd, DFA US Small Cap ETF, Accenture Ltd Cl A | 13F-HR | 14 Jul 2025, 17:43 |
| Q1 2025 | 304 | $835,069 | $0 | $0 | $0 | Jefferies Group Inc New, DFA International Core Equities, Broadcom Ltd, DFA US Small Cap ETF, Accenture Ltd Cl A | 13F-HR | 15 Apr 2025, 18:30 |
| Q4 2024 | 305 | $961,794 | $0 | $0 | $0 | JEF, AVGO, Accenture Ltd Cl A, C, WEC | Restatement | 13 Jan 2025, 19:10 |
| Q3 2024 | 309 | $3,477,562 | $0 | $0 | $0 | UP, JEF, AVGO, Accenture Ltd Cl A, WEC | 13F-HR | 17 Oct 2024, 18:09 |
| Q2 2024 | 322 | $248,449,026 | +$18,544,562 | -$5,012,324 | +$13,532,238 | JEF, NVDA, AVGO, LLY, MSFT | 13F-HR | 24 Jul 2024, 15:07 |
| Q1 2024 | 299 | $235,037,000 | +$3,781,477 | -$5,193,121 | -$1,411,644 | JEF, NVDA, AVGO, LLY, MSFT | 13F-HR | 18 Apr 2024, 13:16 |
| Q4 2023 | 304 | $213,748,000 | +$1,676,569 | -$9,332,015 | -$7,655,446 | JEF, NVDA, AVGO, AAPL, MSFT | 13F-HR | 17 Jan 2024, 17:56 |
| Q3 2023 | 302 | $201,384,000 | +$2,117,883 | -$2,763,473 | -$645,590 | JEF, NVDA, AAPL, AVGO, MSFT | 13F-HR | 05 Oct 2023, 15:41 |
| Q2 2023 | 319 | $205,824,462 | +$1,726,448 | -$39,921,607 | -$38,195,159 | JEF, NVDA, AAPL, MSFT, AVGO | 13F-HR | 19 Jul 2023, 13:04 |
| Q1 2023 | 323 | $197,270,022 | +$10,017,118 | -$5,813,170 | +$4,203,948 | JEF, AAPL, NVDA, NEE, MSFT | 13F-HR | 21 Apr 2023, 12:12 |
| Q4 2022 | 283 | $191,412,000 | +$1,009,610 | -$14,578,346 | -$13,568,736 | JEF, NEE, ADP, AAPL, CVX | 13F-HR | 05 Jan 2023, 16:38 |
| Q3 2022 | 322 | $184,363,000 | +$9,016,614 | -$5,535,973 | +$3,480,641 | JEF, NEE, AAPL, ADP, MSFT | Restatement | 14 Nov 2022, 14:08 |
| Q2 2022 | 324 | $190,560,000 | +$9,108,597 | -$5,930,306 | +$3,178,291 | JEF, NEE, AAPL, ADP, MSFT | 13F-HR | 11 Jul 2022, 17:17 |
| Q1 2022 | 360 | $221,543,000 | +$8,109,779 | -$38,965,863 | -$30,856,084 | JEF, AAPL, NEE, MSFT, ADP | 13F-HR | 20 Apr 2022, 13:23 |
| Q4 2021 | 361 | $271,898,000 | +$2,383,669 | -$9,053,587 | -$6,669,918 | JEF, JPST, SCHO, SCHX, AAPL | 13F-HR | 11 Jan 2022, 18:33 |
| Q3 2021 | 370 | $257,520,000 | +$11,246,327 | -$4,280,595 | +$6,965,732 | JEF, JPST, SCHO, SCHX, AAPL | 13F-HR | 07 Oct 2021, 16:55 |
| Q2 2021 | 358 | $253,742,000 | +$9,938,077 | -$4,801,568 | +$5,136,509 | JEF, JPST, SCHO, SCHX, AAPL | 13F-HR | 19 Jul 2021, 17:45 |
| Q1 2021 | 344 | $233,994,000 | +$6,349,004 | -$3,926,352 | +$2,422,652 | JEF, JPST, SCHX, SCHO, AAPL | 13F-HR | 13 Apr 2021, 15:30 |
| Q4 2020 | 319 | $215,274,000 | +$16,881,186 | -$3,359,793 | +$13,521,393 | JEF, JPST, AAPL, SCHX, NEE | 13F-HR | 07 Jan 2021, 18:10 |
| Q3 2020 | 302 | $181,843,000 | +$7,395,734 | -$11,767,663 | -$4,371,929 | JEF, JPST, SCHX, AAPL, NEE | 13F-HR | 09 Oct 2020, 16:11 |
| Q2 2020 | 307 | $175,690,000 | +$12,101,344 | -$6,747,603 | +$5,353,741 | JEF, JPST, SCHX, AAPL, NEE | 13F-HR | 06 Jul 2020, 14:16 |
| Q1 2020 | 284 | $146,118,000 | +$10,192,417 | -$4,652,951 | +$5,539,466 | JEF, JPST, SCHX, NEE, AAPL | 13F-HR | 07 Apr 2020, 16:02 |
| Q4 2019 | 283 | $177,742,000 | +$8,385,307 | -$13,954,291 | -$5,568,984 | JEF, JPST, AAPL, NEE, ADP | 13F-HR | 09 Jan 2020, 16:24 |
| Q3 2019 | 297 | $169,944,000 | +$4,327,344 | -$4,902,206 | -$574,862 | JEF, JPST, NEE, ADP, AAPL | 13F-HR | 02 Oct 2019, 12:28 |
| Q2 2019 | 314 | $167,264,000 | +$9,324,840 | -$7,509,433 | +$1,815,407 | JEF, JPST, ADP, NEE, DHR | 13F-HR | 12 Jul 2019, 16:44 |
| Q1 2019 | 309 | $159,903,000 | +$5,486,567 | -$3,843,925 | +$1,642,642 | JEF, VCSH, ADP, NEE, DHR | 13F-HR | 03 Apr 2019, 13:30 |
| Q4 2018 | 335 | $140,918,994 | +$2,072,931 | -$9,936,710 | -$7,863,779 | JEF, VCSH, NEE, ADP, JNJ | 13F-HR | 08 Jan 2019, 17:29 |
| Q3 2018 | 360 | $173,031,381 | +$5,980,186 | -$6,755,336 | -$775,150 | JEF, VCSH, ADP, AAPL, AMZN | 13F-HR | 04 Oct 2018, 15:54 |
| Q2 2018 | 330 | $164,199,409 | +$27,142,255 | -$33,957,087 | -$6,814,832 | JEF, VCSH, ADP, NEE, AAPL | 13F-HR | 05 Jul 2018, 18:42 |
| Q1 2018 | 346 | $168,581,342 | +$23,218,886 | -$10,573,505 | +$12,645,381 | LUK, VCSH, NEE, JPM, INTC | 13F-HR | 05 Apr 2018, 14:40 |
| Q4 2017 | 300 | $162,920,940 | +$4,623,641 | -$20,393,035 | -$15,769,394 | LUK, HD, JPM, ADP, NEE | 13F-HR | 05 Jan 2018, 16:14 |
| Q3 2017 | 332 | $168,494,350 | +$4,770,194 | -$5,096,847 | -$326,653 | LUK, VCSH, ADP, JPM, HD | 13F-HR | 10 Oct 2017, 06:20 |
| Q2 2017 | 347 | $164,844,659 | +$4,809,980 | -$5,054,202 | -$244,222 | LUK, VCSH, JNJ, JPM, NEE | 13F-HR | 06 Jul 2017, 16:32 |
| Q1 2017 | 373 | $162,419,161 | +$12,800,331 | -$7,287,924 | +$5,512,407 | LUK, VCSH, JNJ, ADP, AAPL | 13F-HR | 06 Apr 2017, 16:09 |
| Q4 2016 | 344 | $149,266,240 | +$3,835,127 | -$7,587,764 | -$3,752,637 | LUK, ADP, JPM, CVX, USB | 13F-HR | 04 Jan 2017, 12:34 |
| Q3 2016 | 378 | $145,162,169 | +$7,029,500 | -$3,414,798 | +$3,614,702 | LUK, JNJ, NEE, ADP, HD | 13F-HR | 04 Oct 2016, 11:34 |
| Q2 2016 | 337 | $138,530,356 | +$8,174,733 | -$2,825,997 | +$5,348,736 | LUK, JNJ, NEE, ADP, SBUX | 13F-HR | 07 Jul 2016, 12:55 |
| Q1 2016 | 272 | $129,895,784 | +$7,217,752 | -$3,580,773 | +$3,636,979 | LUK, HD, ADP, NEE, SBUX | 13F-HR | 05 Apr 2016, 14:42 |
| Q4 2015 | 282 | $126,735,194 | +$6,861,826 | -$6,488,653 | +$373,173 | LUK, HD, SBUX, ADP, JNJ | 13F-HR | 07 Jan 2016, 16:16 |
| Q3 2015 | 298 | $123,891,888 | +$3,360,544 | -$2,213,224 | +$1,147,320 | LUK, SBUX, HD, ADP, JNJ | 13F-HR | 01 Oct 2015, 17:42 |
| Q2 2015 | 313 | $134,336,752 | +$3,398,775 | -$4,349,312 | -$950,537 | LUK, SBUX, AAPL, JPM, HD | 13F-HR | 02 Jul 2015, 12:51 |
| Q1 2015 | 314 | $136,366,519 | +$3,383,717 | -$5,008,320 | -$1,624,603 | LUK, COR, AAPL, HD, CVX | 13F-HR | 01 Apr 2015, 18:24 |
| Q4 2014 | 324 | $137,516,247 | +$2,616,948 | -$2,885,323 | -$268,375 | LUK, HD, JNJ, NEE, WFC | 13F-HR | 07 Jan 2015, 18:57 |
| Q3 2014 | 311 | $133,526,303 | +$463,529 | -$2,409,154 | -$1,945,625 | LUK, CVX, JNJ, WFC, IBM | 13F-HR | 03 Oct 2014, 11:47 |
| Q2 2014 | 304 | $137,953,738 | +$2,304,114 | -$1,600,893 | +$703,221 | LUK, CVX, JNJ, NEE, WFC | 13F-HR | 03 Jul 2014, 15:37 |
| Q1 2014 | 299 | $136,368,362 | +$2,800,944 | -$3,232,596 | -$431,652 | LUK, CVX, JNJ, WFC, NEE | 13F-HR | 07 Apr 2014, 13:40 |
| Q4 2013 | 294 | $135,636,957 | $0 | $0 | $0 | LUK, CVX, ADP, AXP, JNJ | 13F-HR | 07 Jan 2014, 11:58 |