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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
DHRDanaher Corp Del
Recent Activity
Decreased -0.47%
0.85%
$23,898
10,411 shares@ $2.3 avg price
LMTLockheed Martin Corp
Recent Activity
Decreased -1.4%
0.85%
$23,787
4,895 shares@ $4.86 avg price
JNJJohnson & Johnson
Recent Activity
Increased 1.46%
0.82%
$23,165
16,018 shares@ $1.45 avg price
SPBSpectrum Brands Hldg
Recent Activity
Increased 1.39%
0.82%
$23,116
27,359 shares@ $0.85 avg price
WECWisconsin Energy
Recent Activity
Increased 1.58%
0.82%
$23,110
24,575 shares@ $0.95 avg price
AMATApplied Materials Inc
Recent Activity
Increased 3.98%
0.81%
$22,739
13,982 shares@ $1.63 avg price
AMGNAmgen Incorporated
Recent Activity
Decreased -2.26%
0.8%
$22,475
8,623 shares@ $2.61 avg price
TXNTexas Instruments Inc
Recent Activity
Increased 0.39%
0.77%
$21,732
11,590 shares@ $1.88 avg price
JPSTJp Morgan Ultra Short
Recent Activity
Increased 24.54%
0.75%
$21,195
42,079 shares@ $0.51 avg price
5893⤦Merck & Co Inc
Recent Activity
Increased 1.6%
0.71%
$19,988
20,092 shares@ $1.0 avg price