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
SFSNXSchwab Fundamental Us Small Company Recent Activity Exited	0%	$500 839 shares@ $0.6 avg price	Exited
ADMArcher Daniels Midland Company Recent Activity Exited	0%	$379 635 shares@ $0.6 avg price	Exited
UBERUber Technologies Inc Recent Activity Exited	0%	$225 300 shares@ $0.75 avg price	Exited
TRVTravelers Companies Inc Recent Activity Exited	0%	$140 60 shares@ $2.34 avg price	Exited
IAUIshares Gold Trust Recent Activity Exited	0%	$103 207 shares@ $0.5 avg price	Exited
RSPSInvesco S&p 500 Equal Recent Activity Exited	0%	$97 300 shares@ $0.33 avg price	Exited
CCLCarnival Corp New Recent Activity Exited	0%	$79 425 shares@ $0.19 avg price	Exited
ROKURoku Inc Recent Activity Exited	0%	$75 100 shares@ $0.75 avg price	Exited
NCLHNorwegian Cruise Lines Recent Activity Exited	0%	$37 180 shares@ $0.21 avg price	Exited
SDZNYSandoz Group Adr Recent Activity Exited	0%	$35 85 shares@ $0.42 avg price	Exited