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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
4723⤦Jefferies Group Inc New
Recent Activity
Increased 0.03%
25.49%
$720,560
919,081 shares@ $0.79 avg price
NVDANvidia Corp
Recent Activity
Decreased -2.51%
3.74%
$105,711
78,718 shares@ $1.35 avg price
Y098⤦Broadcom Ltd
Recent Activity
Decreased -1.52%
3.26%
$92,122
39,735 shares@ $2.32 avg price
AAPLApple Computer Inc
Recent Activity
Increased 0.02%
2.54%
$71,527
28,562 shares@ $2.51 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 0.23%
1.97%
$55,423
13,149 shares@ $4.22 avg price
AMZNAmazon.com Inc
Recent Activity
Decreased -0.28%
1.93%
$54,420
24,805 shares@ $2.2 avg price
SCHXSchwab Us Large Co Equities Etf
Recent Activity
Increased 194.04%
1.88%
$52,887
228,160 shares@ $0.24 avg price
JPMJ P Morgan Chase & Co
Recent Activity
Decreased -0.21%
1.81%
$51,159
21,342 shares@ $2.4 avg price
COSTCostco Wholesale Corp New
Recent Activity
Decreased -0.05%
1.73%
$48,681
5,313 shares@ $9.17 avg price
GOOGAlphabet Inc Class C
Recent Activity
Decreased -0.42%
1.64%
$46,305
24,315 shares@ $1.91 avg price