SEC Form 13F

West Oak Capital, LLC 13F Holdings

Inspect West Oak Capital, LLC's 2025-09-30 SEC 13F positions, public filing date, amendments and original receipt.

As of 2025-10-04T03:59:59.999Z

Report period
2025-09-30
Publicly available
2025-10-04
Reported value
$2,521,591
Positions
276

Read this manager's filing book

Step 1 of 3

Disclosed positions

West Oak Capital, LLC: source evidence dated 2025-10-04T03:59:59.999Z.

Issuer
DFA International Core Equities
Ticker
Unresolved
Class
COM
Reported value
$126,260
Reported amount
347,345
Unit
SH
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0001140361-25-037185
What you should see

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Step 3 of 3

Browse institutional filings

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Browse institutional filings
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Disclosed positions

See the complete disclosed positions
DFA International Core EquitiesUnresolvedCOM$126,260347,345SHNone
Jefferies Group Inc NewUnresolvedCOM$119,789183,107SHNone
Nvidia CorpNVDACOM$111,20059,599SHNone
Broadcom LtdUnresolvedCOM$107,07232,455SHNone
Oracle CorporationORCLCOM$69,86024,840SHNone
Apple Computer IncAAPLCOM$66,63226,168SHNone
Microsoft CorpMSFTCOM$64,75412,502SHNone
J P Morgan Chase & CoJPMCOM$64,19620,352SHNone
DFA US Small Cap ETFUnresolvedCOM$64,04893,555SHNone
Alphabet Inc Class CGOOGCOM$57,84823,752SHNone
JP Morgan Ultra ShortJPSTCOM$54,236106,912SHNone
Amazon.Com IncAMZNCOM$50,12822,830SHNone
Schwab Us Large Co Equities ETFSCHXCOM$47,328179,680SHNone
Auto Data ProcessingADPCOM$44,10415,027SHNone
Corning IncGLWCOM$42,76252,130SHNone
Lilly Eli & CompanyLLYCOM$42,4615,565SHNone
Costco Wholesale Corp NewCOSTCOM$42,0334,541SHNone
Home Depot IncHDCOM$40,66910,037SHNone
American Express CompanyAXPCOM$40,11512,077SHNone
Hubbell IncHUBBCOM$35,3508,215SHNone
Abbott LaboratoriesABTCOM$35,08426,194SHNone
The Charles Schwab CorpSCHWCOM$34,43336,067SHNone
Citigroup IncUnresolvedCOM$33,64133,144SHNone
Chevrontexaco CorpCVXCOM$32,85321,156SHNone
Nextera EnergyNEECOM$31,75342,063SHNone
Emerson Electric CoEMRCOM$31,07023,685SHNone
Wisconsin EnergyUnresolvedCOM$31,04227,090SHNone
Applied Materials IncAMATCOM$30,92015,102SHNone
Analog Devices IncADICOM$30,23612,306SHNone
ASML Holding NVASMLCOM$29,8563,084SHNone
Procter & Gamble CoPGCOM$29,30019,069SHNone
Air Products & ChemicalsAPDCOM$28,63610,500SHNone
Lennar CorpLENCOM$27,57921,881SHNone
Novartis Ag Spon ADRNVSCOM$27,46621,418SHNone
Lockheed Martin CorpLMTCOM$26,7835,365SHNone
Accenture Ltd Cl AUnresolvedCOM$26,60610,789SHNone
Amgen IncorporatedAMGNCOM$25,9439,193SHNone
Colgate-Palmolive CoCLCOM$24,93231,189SHNone
Texas Instruments IncTXNCOM$24,53713,355SHNone
Danaher Corp DelDHRCOM$24,45712,336SHNone
Cisco Systems IncCSCOCOM$22,89333,460SHNone
Caterpillar IncCATCOM$22,4454,704SHNone
Exxon Mobil CorporationXOMCOM$21,62719,181SHNone
Verizon CommunicationsVZCOM$21,01947,825SHNone
Merck & Co IncUnresolvedCOM$20,86224,857SHNone
Constellation Energy CoCLSKCOM$20,8536,337SHNone
Sherwin-Williams CoSHWCOM$20,7175,983SHNone
AbbVie IncABBVCOM$19,9318,608SHNone
Pepsico IncorporatedPEPCOM$19,49213,879SHNone
Northern TrustNTRSCOM$19,28814,330SHNone

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 32 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.

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