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West Oak Capital, LLC
West Oak Capital, LLC is an investment advisory firm headquartered in Eagle, Idaho, United States. Registered with the SEC, the firm provides separate account management for equity, balanced, and fixed income portfolios. Founded in 2003, it delivers highly personalized and attentive service, focusing on custom, disciplined investment programs to help clients achieve their financial goals. As of early 2025, the firm employs approximately 8 professionals and serves a client base that includes high net worth individuals and charitable organizations.
Investment Strategy
West Oak Capital, LLC employs a disciplined investment strategy that includes constructing diversified portfolios across equity, balanced, and fixed income asset classes. The firm emphasizes personalized portfolio management, tailoring investment programs to meet the specific financial objectives of each client. Its approach focuses on risk management and long-term capital appreciation, with a commitment to placing client interests first and maintaining independence in its investment advice.
Latest 13F Filing Activity
West Oak Capital, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 238 equity positions with a total 13F market value of $3B. The fund increased holdings in Corning Inc., Alphabet Inc. Class C, Oracle Corporation among other positions. West Oak Capital, LLC reduced exposure to JP Morgan Ultra Short, Johnson & Johnson, Costco Wholesale Corp. New among others.
Top Holdings
Equity Positions (238)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | Nvidia Corp | 4.41% | $111.2M | 59,599 | $6.14 | $186.58 | +$1.6M |
O ORCL | Oracle Corporation | 2.77% | $69.9M | 24,840 | $37.10 | $281.24 | +$13.1M |
A AAPL | Apple Computer Inc | 2.64% | $66.6M | 26,168 | $38.51 | $254.63 | +$8.2M |
M MSFT | Microsoft Corp | 2.57% | $64.8M | 12,502 | $136.10 | $517.95 | +$653.0K |
J JPM | J P Morgan Chase & Co | 2.55% | $64.2M | 20,352 | $73.06 | $315.43 | +$6.9M |
Industry Allocation
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