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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
Booking Holdings Inc(BKNG)COM09857L108$23050.0%
Grayscale Bitcoin Mini Trust ETF(GBTC)COM389637109$2323840.0%
Cabot Oil & Gas(CTRA)COM127097103$2328020.0%
Kimberly-Clark Corp(KMB)COM494368103$2351650.0%
Vanguard Ftse Europe ETF(VGK)COM922042874$2423450.0%
Vertex Inc Cl A(VRTX)COM92532F100$243520.0%
Vaneck Vectors BDC Income ETF(BIZD)COM92189F411$2431,4500.0%
Paychex Inc(PAYX)COM704326107$2471600.0%
Baxter International Inc(BAX)COM071813109$2577500.0%
Netease Inc(NTES)COM64110W102$2572500.0%
Metlife Inc(MET)COM59156R108$2613250.0%
Heico Corp(HEI)COM422806109$2671000.0%
Eaton CorporationCOM278058102$2721000.0%
Ares Capital Corp(ARCC)COM04010L103$2881,3000.0%
Intel Corp(INTC)COM458140100$2941,2950.0%
Intuitive Surgical(ISRG)COM46120E602$297600.0%
Nebius Group NV(NBIS)COMN97284108$31023,7320.0%
Monolithic Power Sys(MPWR)COM609839105$319550.0%
Workday Inc(WDAY)COM98138H101$3271400.0%
Boston Scientific Corp(BSX)COM101137107$3283250.0%
Evercore Inc(EVR)COM29977A105$3501750.0%
Veralto Corp(VLTO)COM92338C103$3583670.0%
Nike Inc Class B(NKE)COM654106103$3655750.0%
Piper Sandler Cos(PIPR)COM724078100$3711500.0%
Schwab Int'l High Div Stocks(SCHY)COM808524672$3731,4700.0%
Jackson Financial IncCOM46817M206$3774500.0%
Duke Energy Corp NewCOM26441C105$3823130.0%
Pacer US Cash Cows 100 ETF(COWZ)COM69374H881$3837000.0%
Amer Electric Pwr Co(AEP)COM025537101$3933600.0%
Cincinnati Finl(CINF)COM172062101$3992700.0%
iShares Silver Trust(SLV)COM46428Q109$4011,2950.0%
LeMaitre Vascular Inc(LMAT)COM525558201$4205000.0%
Lattice Semiconductr(LSCC)COM518415104$4208000.0%
Taiwan Semiconductr(TSM)COM874039100$4232550.0%
Vanguard S&P 500 ETF(VOO)COM922908363$432840.0%
Adobe Systems Inc(ADBE)COM00724F101$4411150.0%
Modine Manufacturing Co(MOD)COM607828100$4616000.0%
Cava Group Inc(CAVA)COM148929102$4635360.0%
Thermo Fisher Scientific(TMO)COM883556102$473950.0%
Schwab Us Reit ETF(SCHH)COM808524847$4792,2260.0%
Palo Alto Networks(PANW)COM697435105$5123000.0%
Ares Management Corp(ARES)COM03990B101$5133500.0%
Paypal Holdings Inco(PYPL)COM70450Y103$5228000.0%
Booz Allen Hamilton(BAH)COM099502106$5755500.0%
Spdr S&P Dividend ETF(SDY)COM78464A763$5774250.0%
Teledyne Technologies(TDY)COM879360105$5971200.0%
Unitedhealth Group Inc(UNH)COM91324P102$6551250.0%
Nrg Energy Inc(NRG)COM629377508$6687000.0%
iShares S&P Midcap 400 Index(IJH)COM464287507$6711,1500.0%
Deckers Outdoor Corp(DECK)COM243537107$6746030.0%
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