test

Lisa Snider

@West Oak Capital, Llc

Latest period2024 - Q4ReportedManaged Assets$2.827MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
4723⤦Jefferies Group Inc New
Recent Activity
Increased 0.03%
25.49%
$720,560
919,081 shares@ $0.79 avg price
AAPLApple Computer Inc
Recent Activity
Increased 0.02%
2.54%
$71,527
28,562 shares@ $2.51 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 0.23%
1.97%
$55,423
13,149 shares@ $4.22 avg price
SCHXSchwab Us Large Co Equities Etf
Recent Activity
Increased 194.04%
1.88%
$52,887
228,160 shares@ $0.24 avg price
HDHome Depot Inc
Recent Activity
Increased 0.16%
1.33%
$37,553
9,654 shares@ $3.89 avg price
G115⤦Accenture Ltd Cl A
Recent Activity
Increased 0.37%
1.21%
$33,934
9,646 shares@ $3.52 avg price
APDAir Products & Chemicals
Recent Activity
Increased 0.31%
1.02%
$28,656
9,880 shares@ $2.91 avg price
PGProcter & Gamble Co
Recent Activity
Increased 0.42%
1.02%
$28,558
17,034 shares@ $1.68 avg price
ABTAbbott Laboratories
Recent Activity
Increased 0.89%
0.99%
$27,784
24,564 shares@ $1.14 avg price
CVXChevrontexaco Corp
Recent Activity
Increased 1.17%
0.97%
$27,410
18,924 shares@ $1.45 avg price