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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CHEVRON CORP

CVX|166764100

18734(-1.0%)

Value:

$31.3M(+14.3%)

G1150G111

9496(-1.6%)

Value:

$29.6M(-12.7%)

Air Products & Chemicals, Inc.

APD|009158106

9635(-2.5%)

Value:

$28.4M(-0.8%)

PROCTER & GAMBLE Co

PG|742718109

16672(-2.1%)

Value:

$28.4M(-0.5%)

Vitesse Energy, Inc.

VTS|92852X103

112126(+3.3%)

Value:

$27.6M(+1.6%)

976657106

24395(-0.7%)

Value:

$26.6M(+15.0%)

JOHNSON & JOHNSON

JNJ|478160104

16023(+0.0%)

Value:

$26.6M(+14.7%)

AMGEN INC

AMGN|031162100

8523(-1.1%)

Value:

$26.6M(+18.1%)

SCHWAB CHARLES CORP

SCHW|808513105

33462(-3.3%)

Value:

$26.2M(+2.3%)

HUBBELL INC

HUBB|443510607

7902(+0.0%)

Value:

$26.1M(-21.0%)

COLGATE PALMOLIVE CO

CL|194162103

27457(-0.3%)

Value:

$25.7M(+2.7%)

ANALOG DEVICES INC

ADI|032654105

12129(-3.0%)

Value:

$24.5M(-8.0%)

172967101

33313(-5.3%)

Value:

$23.6M(-4.5%)

EMERSON ELECTRIC CO

EMR|291011104

20928(-0.8%)

Value:

$22.9M(-12.2%)

31620R105

35198(+0.0%)

Value:

$22.9M(+15.9%)

CORNING INC /NY

GLW|219350105

48235(-6.2%)

Value:

$22.1M(-9.6%)

LOCKHEED MARTIN CORP

LMT|539830109

4935(+0.8%)

Value:

$22.0M(-7.3%)

LENNAR CORP /NEW/

LEN|526057104

18756(+0.1%)

Value:

$21.5M(-15.7%)

DANAHER CORP /DE/

DHR|235851102

10316(-0.9%)

Value:

$21.1M(-11.5%)

NOVARTIS AG

NVS|66987V109

18913(+0.7%)

Value:

$21.1M(+15.4%)

Instrument	Shares		Other Manager	Value
Chevron Corp(CVXcusip166764100)	18.7K	QoQ -1.00% (-190) YoY +3.60% (+651)	All Managers (Combined)	$31.3K	QoQ +14.33% (-$3.9K) YoY +998.87% (+$28.5K)
(cusipG1150G111)✕	9.5K	QoQ -1.55% (-150) YoY -5.14% (-515)	All Managers (Combined)	$29.6K	QoQ -12.68% (-$4.3K) YoY +753.91% (-$26.2K)
Air Products & Chemicals, Inc.(APDcusip009158106)	9.6K	QoQ -2.47% (-245) YoY +7.28% (+654)	All Managers (Combined)	$28.4K	QoQ -0.83% (-$240) YoY +1205.88% (+$26.2K)
Procter & Gamble Co(PGcusip742718109)	16.7K	QoQ -2.12% (-362) YoY +2.96% (+480)	All Managers (Combined)	$28.4K	QoQ -0.51% (-$146) YoY +981.53% (+$25.8K)
Vitesse Energy, Inc.(VTScusip92852X103)	112.1K	QoQ +3.33% (+3.6K) YoY +3.28% (+3.6K)	All Managers (Combined)	$27.6K	QoQ +1.63% (+$444) YoY +970.34% (+$25.0K)
(cusip976657106)✕	24.4K	QoQ -0.73% (-180) YoY +134.79% (+14.0K)	All Managers (Combined)	$26.6K	QoQ +15.04% (-$3.5K) YoY +3016.76% (+$25.7K)
Johnson & Johnson(JNJcusip478160104)	16.0K	QoQ +0.03% (+5) YoY -6.34% (-1.1K)	All Managers (Combined)	$26.6K	QoQ +14.71% (+$3.4K) YoY +882.00% (-$23.9K)
Amgen Inc(AMGNcusip031162100)	8.5K	QoQ -1.15% (-100) YoY -0.15% (-13)	All Managers (Combined)	$26.6K	QoQ +18.14% (-$4.1K) YoY +994.06% (-$24.1K)
Schwab Charles Corp(SCHWcusip808513105)	33.5K	QoQ -3.32% (-1.1K) YoY +12.91% (+3.8K)	All Managers (Combined)	$26.2K	QoQ +2.25% (-$578) YoY +1121.73% (+$24.1K)
Hubbell Inc(HUBBcusip443510607)	7.9K	QoQ 0.00% (-0) YoY -8.96% (-778)	All Managers (Combined)	$26.1K	QoQ -21.00% (-$7.0K) YoY +625.75% (-$22.5K)
Colgate Palmolive Co(CLcusip194162103)	27.5K	QoQ -0.32% (-90) YoY +1.19% (+325)	All Managers (Combined)	$25.7K	QoQ +2.73% (-$684) YoY +953.09% (+$23.3K)
Analog Devices Inc(ADIcusip032654105)	12.1K	QoQ -3.03% (-380) YoY -4.07% (-515)	All Managers (Combined)	$24.5K	QoQ -7.96% (-$2.1K) YoY +878.04% (-$22.0K)
(cusip172967101)✕	33.3K	QoQ -5.30% (-1.9K) YoY +27.93% (+7.3K)	All Managers (Combined)	$23.6K	QoQ -4.49% (-$1.1K) YoY +1335.88% (+$22.0K)
Emerson Electric Co(EMRcusip291011104)	20.9K	QoQ -0.75% (-160) YoY +1.42% (+295)	All Managers (Combined)	$22.9K	QoQ -12.20% (-$3.2K) YoY +880.55% (+$20.6K)
(cusip31620R105)✕	35.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$22.9K	QoQ +15.92% (+$3.1K) YoY +1125.62% (+$21.0K)
Corning Inc /Ny(GLWcusip219350105)	48.2K	QoQ -6.17% (-3.2K) YoY -6.21% (-3.2K)	All Managers (Combined)	$22.1K	QoQ -9.61% (-$2.3K) YoY +1202.77% (-$20.4K)
Lockheed Martin Corp(LMTcusip539830109)	4.9K	QoQ +0.81% (-40) YoY +4.91% (+231)	All Managers (Combined)	$22.0K	QoQ -7.32% (-$1.7K) YoY +930.14% (+$19.9K)
Lennar Corp /New/(LENcusip526057104)	18.8K	QoQ +0.13% (-25) YoY -7.31% (-1.5K)	All Managers (Combined)	$21.5K	QoQ -15.71% (-$4.0K) YoY +518.62% (-$18.0K)
Danaher Corp /De/(DHRcusip235851102)	10.3K	QoQ -0.91% (-95) YoY +5.52% (+540)	All Managers (Combined)	$21.1K	QoQ -11.50% (-$2.8K) YoY +766.36% (+$18.7K)
Novartis Ag(NVScusip66987V109)	18.9K	QoQ +0.71% (+135) YoY +43.19% (+5.7K)	All Managers (Combined)	$21.1K	QoQ +15.38% (+$2.8K) YoY +1549.76% (+$19.8K)