West Oak Capital, LLC - Portfolio overview

West Oak Capital, LLC has 264 reported holdings in this dataset, with the latest filing dated 2025-10-03.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. JEF - Jefferies Group Inc New, 5.18%
2. NVDA - Nvidia Corp, 4.81%
3. AVGO - Broadcom Ltd, 4.63%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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