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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
MAMastercard Inc
Recent Activity
0.37%
$10,400
1,975 shares@ $5.27 avg price
METAMeta Platforms Inc
Recent Activity
0.35%
$9,632
1,645 shares@ $5.86 avg price
AFLA F L A C Inc
Recent Activity
0.34%
$9,527
9,210 shares@ $1.04 avg price
SYYSysco Corporation
Recent Activity
Decreased -0.68%
0.32%
$8,881
11,615 shares@ $0.77 avg price
TROWT Rowe Price Group Inc
Recent Activity
Increased 5.02%
0.31%
$8,533
7,545 shares@ $1.14 avg price
TSCOTractor Supply Company
Recent Activity
Increased 400%
0.29%
$7,962
15,005 shares@ $0.54 avg price
SCHASchwab Us Small Co Equities Etf
Recent Activity
Increased 103.72%
0.26%
$7,311
28,270 shares@ $0.26 avg price
MMM3m Company
Recent Activity
Increased 1.81%
0.26%
$7,268
5,630 shares@ $1.3 avg price
TTTrane Technologies Plc
Recent Activity
Decreased -3.82%
0.25%
$6,962
1,885 shares@ $3.7 avg price
NOWService Now Inc
Recent Activity
Decreased -0.79%
0.24%
$6,626
625 shares@ $10.61 avg price