West Oak Capital, LLC Q1 2019 13F Top Portfolio Holdings

West Oak Capital, LLC reported 317 holdings with total value $160 M as of Q1 2019. Top holdings included Jefferies Group Inc New, VCSH, ADP, NEE, and DHR. ... Holdings as of …

$160
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West Oak Capital, LLC Q1 2019 13F Top Portfolio Holdings

2 weeks from now

West Oak Capital, LLC reported 317 holdings with total value $160 M as of Q1 2019. Top holdings included Jefferies Group Inc New, VCSH, ADP, NEE, and DHR. ... Holdings as of …

13f.info

$5.38
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West Oak Capital, LLC 13F Filings

2 weeks from now

West Oak Capital, LLC reported 322 holdings with total value $5.38 M as of Q3 2024. Top holdings included UP, Jefferies Group Inc New, NVDA, AVGO, and AAPL. West Oak Capital, …

13f.info

60%
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West Oak Capital LLC 13F Portfolio - Hedgefollow.com

2 weeks from now

Fund Portfolio Manager Performance 24Q2 AUM # of Holdings Performance Rank Allocation ; West Oak Capital LLC: West Oak Capital LLC: 10.60%: $245101000: 320

hedgefollow.com

$383340505
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WEST OAK CAPITAL, LLC Top 13F Holdings - WhaleWisdom.com

2 weeks from now

West OAK Capital is based out of Westlake Village. West OAK Capital is a large advisory firm with 119 clients and discretionary assets under management (AUM) of $383,340,505 (Form …

whalewisdom.com

$5.38
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West Oak Capital, Llc 13F Filings - Sensamarket.com

2 weeks from now

West Oak Capital, Llc reported 322 holdings with total value $5.38M as of Q3 2024. Top holdings included UPGBP, 1621134D, NVDA, BROADCOM LTD

sensamarket.com

1%
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West Oak Capital LLC Has $2.28 Million Holdings In Bristol

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3 days ago · West Oak Capital LLC increased its position in shares of Bristol-Myers Squibb (NYSE:BMY - Free Report) by 2,608.1% during the fourth quarter, according to its most recent …

marketbeat.com

$234
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West Oak Capital, LLC Q1 2021 13F Top Portfolio Holdings

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West Oak Capital, LLC reported 358 holdings with total value $234 M as of Q1 2021. Top holdings included Jefferies Group Inc New, JPST, SCHX, SCHO, and AAPL. ... Holdings as of …

13f.info

$235
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West Oak Capital, LLC Q1 2024 13F Top Portfolio Holdings

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Jan 17, 2024 · West Oak Capital, LLC reported 318 holdings with total value $235 M as of Q1 2024. Top holdings included Jefferies Group Inc New, NVDA, AVGO, LLY, and MSFT. ... 13F …

13f.info

$5.38
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West Oak Capital, LLC Q3 2024 13F Top Portfolio Holdings

2 weeks from now

West Oak Capital, LLC reported 322 holdings with total value $5.38 M as of Q3 2024. Top holdings included UP, Jefferies Group Inc New, NVDA, AVGO, and AAPL. West Oak Capital, …

13f.info