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 |
|---|---|---|
| Top 20 Holdings Weighted | +17.64% | +62.82% |
| Top 20 Holdings Unweighted | +28.36% | +111.47% |
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