West-Oak-Capital

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ARES",
  "PIPR",
  "MPWR",
  "TRU",
  null,
  "TROW",
  "BROS",
  "STRL",
  "ENTG",
  "MU",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  null,
  "NNE",
  "ALL",
  "GOOGL",
  "RIOT",
  "VTS",
  null,
  "AXP",
  "SCHH",
  "AFRM",
  "ASML",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "CAT",
  "ARCC",
  "BSX",
  "LEN-B",
  "JACK",
  "MYRG",
  "MARA",
  "RXRX",
  "RUM",
  "QS",
  "SJW",
  "FG",
  "SPB",
  "EOG",
  "SMRT",
  "AG",
  "ALLO",
  null,
  "IREN",
  "GILD",
  "GIS",
  "HON",
  "HD",
  "AZN",
  "MCD",
  null,
  "BEN",
  "UNP",
  null,
  "QCOM",
  "ISRG",
  "HUBB",
  null,
  "HWM",
  "LEN",
  "AMAT",
  "EMR",
  null,
  "BKNG",
  "ICE",
  "META",
  "IJH",
  "SLDP",
  "STRT",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "SCHY",
  null,
  null,
  null,
  null,
  "PWR",
  "MA",
  null,
  null,
  "MSFT",
  "MAA",
  "MDLZ",
  "MUFG",
  "CIFR",
  "MS",
  "EXC",
  "EVR",
  "FIS",
  null,
  "GPC",
  "NTRS",
  "HEI",
  null,
  "NVS",
  "NU",
  "ORLY",
  "EMN",
  "AMP",
  "KKR",
  "KLAC",
  "ORCL",
  "KHC",
  "OKE",
  "PAYX",
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "HTGC",
  "IVV",
  "PHM",
  "UNH",
  "AAPL",
  "ECL",
  "NVDA",
  "GS",
  "INTC",
  "WOLF",
  "PFE",
  "LMT",
  "PG",
  "VZ",
  "MKC",
  "AMGN",
  null,
  null,
  "ROK",
  "RY",
  null,
  null,
  "SCHX",
  null,
  null,
  "NOW",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "SHW",
  "SLB",
  "SRE",
  "SHEL",
  "RTX",
  "GLD",
  null,
  "IBM",
  "SYK",
  "SBUX",
  "TXN",
  "TMO",
  "TW",
  "VNQ",
  "MET",
  "PSMT",
  "SCHW",
  null,
  null,
  "VIG",
  "LSCC",
  null,
  "MOD",
  "TSCO",
  "ACMR",
  null,
  null,
  "TSM",
  null,
  null,
  "VTR",
  "VRTX",
  "TT",
  null,
  "MAT",
  "HAL",
  "AVY",
  "AFL",
  "AMD",
  "AVB",
  "SDY",
  "FI",
  "DLTR",
  "DECK",
  "AJG",
  "IWR",
  null,
  "CAH",
  "AEP",
  "IPG",
  null,
  "NVO",
  "DHI",
  "AMZN",
  "IVE",
  "LMAT",
  "HIMS",
  "NTES",
  "USB",
  "VUG",
  "VLO",
  "VGK",
  "VBK",
  "VB",
  "VOO",
  "VLTO",
  "V",
  "VST",
  "WBD",
  "WMT",
  "WFC",
  null,
  "WDAY",
  null,
  "YUM",
  null,
  "DTE",
  null,
  "AEM",
  "SCHD",
  "SOFI",
  "BIIB",
  "DVY",
  "SCHF",
  "SCHA",
  null,
  "TTD",
  "ON",
  "CRM",
  "SNAP",
  "RVTY",
  null,
  "TDY",
  "SYY",
  "SPOT",
  "GEV",
  "MCK",
  "UPST",
  "PSA",
  "NRG",
  "FDX",
  "AME",
  "KMB",
  "LULU",
  "ADP",
  "BAC",
  "BAX",
  "BMRN",
  "BAH",
  "BMY",
  "BR",
  "CNNE",
  "CARR",
  "CAVA",
  "CELH",
  "CVX",
  "CINF",
  "CB",
  "CMG",
  "CHD",
  "CSCO",
  "CFG",
  "CLX",
  "CLSK",
  "KO",
  "CL",
  "COP",
  "STZ",
  "CEG",
  "CTRA",
  "COST",
  "GLW",
  "DHR",
  "DB",
  "RSP",
  "ADI",
  "NEE",
  "NKE",
  "DIS",
  "ELV",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "PH",
  "ANET",
  "MO",
  "XLK",
  "MCHP",
  "JPM"
]

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: west-oak-capital
Manager Name: West-Oak-Capital

Data Enrichment

79% identified

248 identified64 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

312 positions • $2.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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CHEVRON CORP

CVX|166764100

Shares:18.7K

Value:$31.3K

% of Portfolio:1.2% ($31.3K/$2.6M)

G1150G111

Shares:9.5K

Value:$29.6K

% of Portfolio:1.1% ($29.6K/$2.6M)

Air Products & Chemicals, Inc.

APD|009158106

Shares:9.6K

Value:$28.4K

% of Portfolio:1.1% ($28.4K/$2.6M)

PROCTER & GAMBLE Co

PG|742718109

Shares:16.7K

Value:$28.4K

% of Portfolio:1.1% ($28.4K/$2.6M)

Vitesse Energy, Inc.

VTS|92852X103

Shares:112.1K

Value:$27.6K

% of Portfolio:1.1% ($27.6K/$2.6M)

976657106

Shares:24.4K

Value:$26.6K

% of Portfolio:1.0% ($26.6K/$2.6M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:16.0K

Value:$26.6K

% of Portfolio:1.0% ($26.6K/$2.6M)

AMGEN INC

AMGN|031162100

Shares:8.5K

Value:$26.6K

% of Portfolio:1.0% ($26.6K/$2.6M)

SCHWAB CHARLES CORP

SCHW|808513105

Shares:33.5K

Value:$26.2K

% of Portfolio:1.0% ($26.2K/$2.6M)

HUBBELL INC

HUBB|443510607

Shares:7.9K

Value:$26.1K

% of Portfolio:1.0% ($26.1K/$2.6M)

COLGATE PALMOLIVE CO

CL|194162103

Shares:27.5K

Value:$25.7K

% of Portfolio:1.0% ($25.7K/$2.6M)

ANALOG DEVICES INC

ADI|032654105

Shares:12.1K

Value:$24.5K

% of Portfolio:0.9% ($24.5K/$2.6M)

172967101

Shares:33.3K

Value:$23.6K

% of Portfolio:0.9% ($23.6K/$2.6M)

EMERSON ELECTRIC CO

EMR|291011104

Shares:20.9K

Value:$22.9K

% of Portfolio:0.9% ($22.9K/$2.6M)

31620R105

Shares:35.2K

Value:$22.9K

% of Portfolio:0.9% ($22.9K/$2.6M)

CORNING INC /NY

GLW|219350105

Shares:48.2K

Value:$22.1K

% of Portfolio:0.9% ($22.1K/$2.6M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:4.9K

Value:$22.0K

% of Portfolio:0.9% ($22.0K/$2.6M)

LENNAR CORP /NEW/

LEN|526057104

Shares:18.8K

Value:$21.5K

% of Portfolio:0.8% ($21.5K/$2.6M)

DANAHER CORP /DE/

DHR|235851102

Shares:10.3K

Value:$21.1K

% of Portfolio:0.8% ($21.1K/$2.6M)

NOVARTIS AG

NVS|66987V109

Shares:18.9K

Value:$21.1K

% of Portfolio:0.8% ($21.1K/$2.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
CHEVRON CORP(CVXcusip166764100)	18.7K	QoQ -1.00% (-190) YoY +3.60% (+651)	All Managers (Combined)	$31.3K	1.2% ($31.3K/$2.6M)	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	1.1% ($29.6K/$2.6M)	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	1.1% ($28.4K/$2.6M)	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	1.1% ($28.4K/$2.6M)	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	1.1% ($27.6K/$2.6M)	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	1.0% ($26.6K/$2.6M)	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	1.0% ($26.6K/$2.6M)	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	1.0% ($26.6K/$2.6M)	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	1.0% ($26.2K/$2.6M)	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	1.0% ($26.1K/$2.6M)	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	1.0% ($25.7K/$2.6M)	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	0.9% ($24.5K/$2.6M)	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	0.9% ($23.6K/$2.6M)	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	0.9% ($22.9K/$2.6M)	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	0.9% ($22.9K/$2.6M)	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	0.9% ($22.1K/$2.6M)	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	0.9% ($22.0K/$2.6M)	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	0.8% ($21.5K/$2.6M)	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	0.8% ($21.1K/$2.6M)	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	0.8% ($21.1K/$2.6M)	QoQ +15.38% (+$2.8K) YoY +1549.76% (+$19.8K)