StockDriftsStockDriftsTop 50 West Oak Capital, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JEF | Jefferies Group Inc New | 4.75% | 183.1K | $120K | -11.37%(-23.50K) | $65.96(-7.44%) | 2025-09-30 | |
| NVDA | Nvidia Corp | 4.41% | 59.6K | $111K | -14.12%(-9.80K) | $125.08(+47.94%) | 2025-09-30 | |
| AVGO | Broadcom Ltd | 4.25% | 32.5K | $107K | -7.34%(-2.57K) | $205.96(+61.43%) | 2025-09-30 | |
| ORCL | Oracle Corporation | 2.77% | 24.8K | $70K | -4.26%(-1.10K) | $162.05(+17.03%) | 2025-09-30 | |
| AAPL | Apple Computer Inc | 2.64% | 26.2K | $67K | -8.19%(-2.33K) | $33.20(+680.18%) | 2025-09-30 | |
| MSFT | Microsoft Corp | 2.57% | 12.5K | $65K | -2.99%(-385) | $400.01(+19.52%) | 2025-09-30 | |
| JPM | J P Morgan Chase & Co | 2.55% | 20.4K | $64K | +3.04%(+600) | $242.46(+36.02%) | 2025-09-30 | |
| GOOG | Alphabet Inc Class C | 2.29% | 23.8K | $58K | -5.26%(-1.32K) | $65.61(+396.91%) | 2025-09-30 | |
| JPST | JP Morgan Ultra Short | 2.15% | 106.9K | $54K | -55.75%(-134.68K) | $50.49(+0.29%) | 2025-09-30 | |
| AMZN | Amazon.Com Inc | 1.99% | 22.8K | $50K | -5.97%(-1.45K) | $70.36(+250.06%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (12 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.64% | +62.82% | — | — | +62.82% |
| Top 20 Holdings Unweighted | +28.36% | +111.47% | — | — | +111.47% |
West Oak Capital, Llc reports $2.52M in US-listed equity holdings across 279 positions in its most recent 13F filing. Its largest disclosed positions are JEF (4.8%), NVDA (4.4%) and AVGO (4.3%). The top 20 holdings account for 46.41% of reported assets. Its disclosed equity book has returned +62.82% on a three-year cumulative basis. Figures reflect the Q3 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from West Oak Capital, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1387399). View West Oak Capital, Llc’s 13F filings on SEC