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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
ADPAuto Data Processing
Recent Activity
Decreased -0.15%
1.64%
$46,178
15,775 shares@ $2.93 avg price
ORCLOracle Corporation
Recent Activity
Decreased -0.57%
1.59%
$44,884
26,935 shares@ $1.67 avg price
LLYLilly Eli & Company
Recent Activity
Decreased -1.36%
1.58%
$44,483
5,762 shares@ $7.73 avg price
NEENextera Energy
Recent Activity
Decreased -0.09%
1.51%
$42,597
59,418 shares@ $0.72 avg price
AXPAmerican Express Company
Recent Activity
Decreased -0.1%
1.5%
$42,344
14,267 shares@ $2.97 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
HUBBHubbell Inc
Recent Activity
Decreased -0.22%
1.18%
$33,101
7,902 shares@ $4.19 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