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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
FNFFidelity Natl Finl Inc
Recent Activity
0.7%
$19,760
35,198 shares@ $0.57 avg price
PEPPepsico Incorporated
Recent Activity
Increased 1.95%
0.68%
$19,128
12,579 shares@ $1.53 avg price
GISGeneral Mills Inc
Recent Activity
Increased 1.67%
0.68%
$19,058
29,885 shares@ $0.64 avg price
SCHDSchwab Us Dividend
Recent Activity
Increased 195.17%
0.68%
$19,023
69,630 shares@ $0.28 avg price
CATCaterpillar Inc
Recent Activity
Decreased -1.23%
0.67%
$18,871
5,202 shares@ $3.63 avg price
SHWSherwin-williams Co
Recent Activity
Decreased -0.09%
0.66%
$18,553
5,458 shares@ $3.4 avg price
NVSNovartis Ag Spon Adr
Recent Activity
Increased 0.68%
0.65%
$18,273
18,778 shares@ $0.98 avg price
XOMExxon Mobil Corporation
Recent Activity
Increased 0.58%
0.62%
$17,434
16,207 shares@ $1.08 avg price
CSCOCisco Systems Inc
Recent Activity
Decreased -0.97%
0.62%
$17,307
29,235 shares@ $0.6 avg price
STZConstellation Brand Cl A
Recent Activity
Increased 2.82%
0.61%
$16,979
7,683 shares@ $2.21 avg price