Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > West Oak Capital, Llc > Profile

Instuitional Investor - West Oak Capital, Llc

Fund Profile
Filing Period:
Fund Name: West Oak Capital, Llc
Portfolio Value $2,553,173
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Jp Morgan Ultra Short
 241,592 $122,439 4.8%
2.
Dfa International Core Equities
 342,580 $118,430 4.64%
3.
Jefferies Group Inc
 JEF 206,607 $112,993 4.43%
4.
Nvidia Corp
 NVDA 69,399 $109,644 4.29%
5.
Broadcom Inc.
 AVGO 35,025 $96,546 3.78%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
Subscribe Now

Returns since its inception in May 2014 (through August 15th, 2025)