West Oak Capital, LLC

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-16
Total Holdings: 312
Total Value: 2580419
Accession Number: 0001140361-25-014010
Form Type: 13F-HR
CIK: 0001387399
Manager Name: West Oak Capital, LLC

Data Enrichment

79% identified

248 identified64 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

312 positions • $2,580.419K total value

312 positions

Manager:

SEC FilingSEC DataHachi Filing

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46428Q109

1295(+0.0%)

Value:

$401.0K(+17.6%)

CINCINNATI FINANCIAL CORP

CINF|172062101

270(+0.0%)

Value:

$399.0K(+2.8%)

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

360(+0.0%)

Value:

$393.0K(+18.4%)

69374H881

700

Value:

$383.0K

26441C105

313(+0.0%)

Value:

$382.0K(+13.3%)

46817M206

450(+0.0%)

Value:

$377.0K(-3.8%)

808524672

SCHY|808524672

1470(-97.2%)

Value:

$373.0K(-97.0%)

PIPER SANDLER COMPANIES

PIPR|724078100

150(+0.0%)

Value:

$371.0K(-17.6%)

NIKE, Inc.

NKE|654106103

575(-4.2%)

Value:

$365.0K(-19.6%)

Veralto Corp

VLTO|92338C103

367(-17.1%)

Value:

$358.0K(-20.6%)

Evercore Inc.

EVR|29977A105

175(+0.0%)

Value:

$350.0K(-27.8%)

BOSTON SCIENTIFIC CORP

BSX|101137107

325(+0.0%)

Value:

$328.0K(+13.1%)

Workday, Inc.

WDAY|98138H101

140(+0.0%)

Value:

$327.0K(-9.4%)

MONOLITHIC POWER SYSTEMS INC

MPWR|609839105

55(+0.0%)

Value:

$319.0K(-1.8%)

INTUITIVE SURGICAL INC

ISRG|46120E602

60(+0.0%)

Value:

$297.0K(-5.1%)

INTEL CORP

INTC|458140100

1295(+0.0%)

Value:

$294.0K(+13.1%)

ARES CAPITAL CORP

ARCC|04010L103

1300(-80.3%)

Value:

$288.0K(-80.1%)

278058102

100(+0.0%)

Value:

$272.0K(-18.1%)

N97284108

23532(+11666.0%)

Value:

$268.0K(+387.3%)

HEICO CORP

HEI|422806109

100(-9.1%)

Value:

$267.0K(+1.9%)

Instrument	Shares		Other Manager	Value
(cusip46428Q109)✕	1.3K	QoQ 0.00% (+0) YoY +102.34% (+655)	All Managers (Combined)	$401	QoQ +17.59% (+$60) YoY +2573.33% (+$386)
Cincinnati Financial Corp(CINFcusip172062101)	270	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$399	QoQ +2.83% (+$11) YoY +1073.52% (+$365)
American Electric Power Co Inc(AEPcusip025537101)	360	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$393	QoQ +18.37% (+$61) YoY +1167.74% (+$362)
(cusip69374H881)✕	700	QoQ NEW(+700) YoY NEW(+700)	All Managers (Combined)	$383	QoQ NEW(+$383) YoY NEW(+$383)
(cusip26441C105)✕	313	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$382	QoQ +13.35% (+$45) YoY +1173.33% (+$352)
(cusip46817M206)✕	450	QoQ 0.00% (-0) YoY NEW(+450)	All Managers (Combined)	$377	QoQ -3.82% (-$15) YoY NEW(+$377)
(SCHYcusip808524672)	1.5K	QoQ -97.23% (-51.7K) YoY -97.71% (-62.7K)	All Managers (Combined)	$373	QoQ -96.96% (-$11.9K) YoY -76.05% (-$1.2K)
Piper Sandler Companies(PIPRcusip724078100)	150	QoQ 0.00% (-0) YoY -25.00% (-50)	All Managers (Combined)	$371	QoQ -17.55% (-$79) YoY +827.50% (-$331)
Nike, Inc.(NKEcusip654106103)	575	QoQ -4.16% (-25) YoY -76.34% (-1.9K)	All Managers (Combined)	$365	QoQ -19.60% (-$89) YoY +60.08% (-$137)
Veralto Corp(VLTOcusip92338C103)	367	QoQ -17.15% (-76) YoY -82.30% (-1.7K)	All Managers (Combined)	$358	QoQ -20.62% (-$93) YoY +94.56% (-$174)
Evercore Inc.(EVRcusip29977A105)	175	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$350	QoQ -27.83% (-$135) YoY +929.41% (+$316)
Boston Scientific Corp(BSXcusip101137107)	325	QoQ 0.00% (+0) YoY NEW(+325)	All Managers (Combined)	$328	QoQ +13.10% (+$38) YoY NEW(+$328)
Workday, Inc.(WDAYcusip98138H101)	140	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$327	QoQ -9.41% (-$34) YoY +760.52% (+$289)
Monolithic Power Systems Inc(MPWRcusip609839105)	55	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$319	QoQ -1.84% (-$6) YoY +762.16% (+$282)
Intuitive Surgical Inc(ISRGcusip46120E602)	60	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$297	QoQ -5.11% (-$16) YoY +1137.50% (+$273)
Intel Corp(INTCcusip458140100)	1.3K	QoQ 0.00% (+0) YoY -96.98% (-41.7K)	All Managers (Combined)	$294	QoQ +13.07% (+$34) YoY -84.51% (-$1.6K)
Ares Capital Corp(ARCCcusip04010L103)	1.3K	QoQ -80.30% (-5.3K) YoY -80.88% (-5.5K)	All Managers (Combined)	$288	QoQ -80.06% (-$1.2K) YoY +102.81% (-$146)
(cusip278058102)✕	100	QoQ 0.00% (-0) YoY +11.11% (+10)	All Managers (Combined)	$272	QoQ -18.07% (-$60) YoY +871.42% (+$244)
(cusipN97284108)✕	23.5K	QoQ +11666.00% (+23.3K) YoY NEW(+23.5K)	All Managers (Combined)	$268	QoQ +387.27% (+$213) YoY NEW(+$268)
Heico Corp(HEIcusip422806109)	100	QoQ -9.09% (-10) YoY -9.09% (-10)	All Managers (Combined)	$267	QoQ +1.90% (-$5) YoY +1171.42% (-$246)