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West Oak Capital, LLC

Q1 2025 Holdings

Filed 2025-04-16 | 320 holdings | $2.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
The Trade Desk Inc(TTD)COM88339J105$41750.0%
Global X Copper Miners(COPX)COM37954Y830$451150.0%
Wolfspeed Inc(WOLF*)COM977852102$461,5000.0%
Rockwell Automation Inc(ROK)COM773903109$47180.0%
GE Vernova Llc Com(GEV)COM36828A101$52170.0%
Pfizer Incorporated(PFE)COM717081103$532100.0%
Nano Nuclear Energy Inc(NNE)COM63010H108$532000.0%
Nu Holdings Ltd(NU)COMG6683N103$565500.0%
Medtronic IncCOM585055106$58650.0%
Schlumberger Ltd(SLB)COM806857108$611450.0%
Biogen Idec Inc(BIIB)COM09062X103$62450.0%
Lvmh Moet Hennessy Louis Vuitton(LVMUY)COM502441306$63510.0%
Suncor Energy IncCOM867229106$772000.0%
Pulte Homes Inc(PHM)COM745867101$87850.0%
Tsla Bear Daily ETFCOM46144X867$922000.0%
Sempra Energy(SRE)COM816851109$931300.0%
Netflix Inc(NFLX)COM64110L106$93100.0%
Hercules Capital Inc(HTGC)COM427096508$965000.0%
MicroStrategy Inc(MCHP)COM595017104$971000.0%
Amern Tower Corp Class ACOM029912201$98450.0%
Oneok Inc(OKE)COM682680103$991000.0%
Biomarin Pharmaceutl(BMRN)COM09061G101$1041470.0%
Wisdomtree US Qlt Div(DGRW)COM97717X669$1041300.0%
ACM Research Inc Cl A(ACMR)COM00108J109$1175000.0%
Eastman Chemical Co(EMN)COM277432100$1191350.0%
iShares Gold Trust(IREN)COMQ4982L109$1222070.0%
Solventum Corp Com ShsCOM08344M101$1251650.0%
Astrazeneca(AZN)COM046353108$1291750.0%
Hewlett-Packard CompanyCOM428236103$1304700.0%
Root Inc(ROOTGBP)COM77664L108$1331000.0%
Schwab Fundamental US Large Company(SFLNX)COM808509442$1355730.0%
General Electric CompanyCOM369604103$136680.0%
Mitsubishi UFJ Financial Group Inc(MUFG)COM606822104$1361,0000.0%
Kraft Heinz Company(KHC)COM500754106$1374500.0%
S J W Group(HTO)COM784305104$1372500.0%
Deutsche Bank AGCOMD18190898$1436000.0%
Tesla Inc(TSLA)COM88160R101$148570.0%
Advanced Micro Devices(AMD)COM007903107$1541500.0%
D T E Energy Company(DTE)COM233331107$1591150.0%
Agnico Eagle Mines Ltd(AEM)COM008474108$1631500.0%
Citizens Finl Group Inc(CFG)COM174610105$1644000.0%
Genuine Parts Co(GPC)COM372460105$1681410.0%
iShares Exponential Tech ETF(XT)COM46434V381$1733000.0%
PNC Finl Services Gp Inc(PNC)COM693475105$1761000.0%
Sector Spdr Engy Select(XLE)COM81369Y506$1872000.0%
Fedex Corporation(FDX)COM31428X106$188770.0%
O Reilly Automotive New(ORLY)COM67103H107$201140.0%
Transunion(TRU)COM89400J107$2072500.0%
American Intl Group IncCOM026874107$2172500.0%
iShares S&P Asia 50(AIA)COM464288430$2173000.0%
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