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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
WFCWells Fargo & Co New
Recent Activity
Decreased -50.82%
0.17%
$4,706
6,700 shares@ $0.71 avg price
SHELShell Plc
Recent Activity
0.17%
$4,577
7,305 shares@ $0.63 avg price
RTXRaytheon Technologies Corp
Recent Activity
0.16%
$4,311
3,725 shares@ $1.16 avg price
VUGVanguard Growth
Recent Activity
0.16%
$4,301
1,048 shares@ $4.11 avg price
ANETArista Networks Inc
Recent Activity
Increased 300%
0.16%
$4,289
3,880 shares@ $1.11 avg price
0846⤦Berkshire Hathaway Cl B
Recent Activity
0.16%
$4,283
945 shares@ $4.54 avg price
PHParker-hannifin Corp
Recent Activity
0.15%
$4,230
665 shares@ $6.37 avg price
IWRIshares Russell Midcap Index
Recent Activity
0.15%
$4,066
4,600 shares@ $0.89 avg price
GSGoldman Sachs Group Inc
Recent Activity
Increased 2.28%
0.14%
$3,865
675 shares@ $5.73 avg price
MAAMid Amer Apt Cmntys Inc.
Recent Activity
0.14%
$3,694
2,390 shares@ $1.55 avg price