§ 13F · FUND PROFILE
West Oak Capital, LLC.
AUM · $3M (13F)Positions · 285Turnover · n/a · Q3Filed · Oct 3, 2025
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q3 2025
FILED OCT 3, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q3 |
|---|---|---|---|---|---|---|
| 1 | — | DFA International Core Equities | 347K | $126K | 5.0% | +1% |
| 2 | JEF | Jefferies Group Inc New | 183K | $120K | 4.8% | −11% |
| 3 | NVDA | Nvidia Corp | 60K | $111K | 4.4% | −14% |
| 4 | AVGO | Broadcom Ltd | 32K | $107K | 4.2% | −7% |
| 5 | ORCL | Oracle Corporation | 25K | $70K | 2.8% | −4% |
| 6 | AAPL | Apple Computer Inc | 26K | $67K | 2.6% | −8% |
| 7 | MSFT | Microsoft Corp | 13K | $65K | 2.6% | −3% |
| 8 | JPM | J P Morgan Chase & Co | 20K | $64K | 2.5% | +3% |
| 9 | DFSTX | DFA US Small Cap ETF | 94K | $64K | 2.5% | +9% |
| 10 | GOOG | Alphabet Inc Class C | 24K | $58K | 2.3% | −5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WEST SIGNAL
AC read
West Oak Capital, LLC is a Other fund managing $3 million in assets. The fund runs a broad portfolio of 285 positions.
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