Lisa Snider

@West Oak Capital, Llc

Latest period2024 - Q4

Reported4d ago

Managed Assets$2.827M

Total holdings314

Assets growth rate-47.45%

Assets growth rate (2-Q avg)-72.64%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in West Oak Capital, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 314 positions.

Assets under management

The assets under management (AUM) of West Oak Capital, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 2.827M in assets, with a quarterly growth rate of -47.45% and a 2-quarter average growth rate of -72.64%. The portfolio is managed by Lisa Snider, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
NEHCNew Era Helium Recent Activity New Position	0.05%	$1,412 23,532 shares@ $0.07 avg price	New Position
BSXBoston Scientific Corp Recent Activity New Position	0.02%	$290 325 shares@ $0.9 avg price	New Position
NUNu Holdings Ltd Recent Activity New Position	0.01%	$202 1,950 shares@ $0.11 avg price	New Position
OKLOOklo Inc Recent Activity New Position	0.01%	$106 500 shares@ $0.22 avg price	New Position
NBISNebius Group Nv Recent Activity New Position	0.01%	$55 200 shares@ $0.28 avg price	New Position
NNENano Nuclear Energy Inc Recent Activity New Position	0.01%	$50 200 shares@ $0.25 avg price	New Position
LULULululemon Athletica Recent Activity New Position	0.01%	$34 9 shares@ $3.78 avg price	New Position
WOLFWolfspeed Inc Recent Activity New Position	0.01%	$33 500 shares@ $0.07 avg price	New Position
BABoeing Co Recent Activity New Position	0.01%	$27 15 shares@ $1.8 avg price	New Position
SOFISofi Technologies Inc Recent Activity New Position	0.01%	$20 127 shares@ $0.16 avg price	New Position