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Home > Institutional Investor > West Oak Capital, Llc > Profile

Instuitional Investor - West Oak Capital, Llc

Fund Profile
Filing Period:
Fund Name: West Oak Capital, Llc
Portfolio Value $2,586,104
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Jefferies Group Inc
 JEF 934,805 $500,775 19.36%
2.
Dfa International Core Equities
 294,003 $91,817 3.55%
3.
Nvidia Corp
 NVDA 70,183 $76,064 2.94%
4.
Apple Inc.
 AAPL 27,937 $62,056 2.4%
5.
Broadcom Inc.
 AVGO 35,515 $59,463 2.3%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)