West Oak Capital, LLC

13F Filings History

Latest 13F report
Q3 2025 - Oct 3, 2025
Value $
$661K
Signature - Title
Lisa Snider - Partner
Location
Westlake Village, CA
Summary
This page shows a list of all the recent 13F filings made by West Oak Capital, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. West Oak Capital, LLC reported 271 stock holdings with total value $661K as of Q3 2025. Top holdings included DFA International Core Equities, JEF, AVGO, , and C.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 271 $661K $0 $0 DFA International Core Equities, JEF, AVGO, , C 13F-HR 10/3/2025, 11:07 AM
Q2 2025 300 $575K $0 $0 DFA International Core Equities, JEF, AVGO, , 13F-HR 7/14/2025, 05:43 PM
Q1 2025 304 $835K $0 $0 ANEW, JXNPRA, STRT, GTBIF, SGDJ 13F-HR 4/15/2025, 06:30 PM
Q4 2024 305 $962K $0 $0 JEF, AVGO, C, WEC, FNF Restatement 1/13/2025, 07:10 PM
Q3 2024 309 $3.48M $0 $0 UP, JEF, AVGO, WEC, C 13F-HR 10/17/2024, 06:09 PM
Q2 2024 322 $248M +$18.5M -$4.74M +$13.8M JEF, NVDA, AVGOXXXX, LLY, MSFT 13F-HR 7/24/2024, 03:07 PM
Q1 2024 279 $234M +$3.77M -$5.16M -$1.39M JEF, NVDA, AVGOXXXX, LLY, MSFT 13F-HR 4/18/2024, 01:16 PM
Q4 2023 287 $213M +$1.62M -$9.25M -$7.63M JEF, NVDA, AVGOXXXX, AAPL, MSFT 13F-HR 1/17/2024, 05:56 PM
Q3 2023 291 $201M +$2.12M -$2.08M +$38.7K JEF, NVDA, AAPL, AVGOXXXX, MSFT 13F-HR 10/5/2023, 03:41 PM
Q2 2023 305 $167M +$1.73M -$123M -$121M NVDA, AAPL, MSFT, AVGOXXXX, NEE 13F-HR 7/19/2023, 01:04 PM
Q1 2023 305 $160M +$9.83M -$4.7M +$5.13M AAPL, NVDA, NEE, MSFT, ADP 13F-HR 4/21/2023, 12:12 PM
Q4 2022 255 $151M +$982K -$10.2M -$9.19M NEE, ADP, AAPL, CVX, MSFT 13F-HR 1/5/2023, 03:38 PM
Q3 2022 309 $184M +$9.02M -$5.28M +$3.73M JEF, NEE, AAPL, ADP, MSFT Restatement 11/14/2022, 01:08 PM
Q2 2022 309 $190M +$9.11M -$5.29M +$3.82M JEF, NEE, AAPL, ADP, MSFT 13F-HR 7/11/2022, 05:17 PM
Q1 2022 337 $221M +$8.11M -$10.1M -$2.03M JEF, AAPL, NEE, MSFT, ADP 13F-HR 4/20/2022, 01:23 PM
Q4 2021 341 $272M +$2.1M -$8.78M -$6.68M JEF, JPST, SCHO, SCHX, AAPL 13F-HR 1/11/2022, 05:33 PM
Q3 2021 365 $258M +$11.2M -$4.27M +$6.98M JEF, JPST, SCHO, SCHX, AAPL 13F-HR 10/7/2021, 04:55 PM
Q2 2021 348 $254M +$9.94M -$4.79M +$5.15M JEF, JPST, SCHO, SCHX, AAPL 13F-HR 7/19/2021, 05:45 PM
Q1 2021 339 $234M +$6.33M -$3.92M +$2.41M JEF, JPST, SCHX, SCHO, AAPL 13F-HR 4/13/2021, 03:30 PM
Q4 2020 298 $215M +$16.9M -$3.13M +$13.8M JEF, JPST, AAPL, SCHX, NEE 13F-HR 1/7/2021, 05:10 PM
Q3 2020 277 $182M +$7.39M -$11.3M -$3.94M JEF, JPST, SCHX, AAPL, NEE 13F-HR 10/9/2020, 04:11 PM
Q2 2020 282 $175M +$12.1M -$3.27M +$8.84M JEF, JPST, SCHX, AAPL, NEE 13F-HR 7/6/2020, 02:16 PM
Q1 2020 263 $146M +$10.2M -$4.37M +$5.8M JEF, JPST, SCHX, NEE, AAPL 13F-HR 4/7/2020, 04:02 PM
Q4 2019 274 $177M +$8.39M -$12.1M -$3.71M JEF, JPST, AAPL, NEE, ADP 13F-HR 1/9/2020, 03:24 PM
Q3 2019 286 $154M +$4.33M -$4.3M +$22.1K JPST, NEE, ADP, AAPL, HD 13F-HR 10/2/2019, 12:28 PM
Q2 2019 304 $150M +$9.32M -$7.28M +$2.05M JPST, ADP, NEE, DHR, AAPL 13F-HR 7/12/2019, 04:44 PM
Q1 2019 302 $143M +$5.49M -$2.36M +$3.12M VCSH, ADP, NEE, DHR, AAPL 13F-HR 4/3/2019, 01:30 PM
Q4 2018 332 $125M +$2.07M -$8.46M -$6.39M VCSH, NEE, ADP, JNJ, ABT 13F-HR 1/8/2019, 04:29 PM
Q3 2018 358 $173M +$5.96M -$5.04M +$920K JEF, VCSH, ADP, AAPL, AMZN 13F-HR 10/4/2018, 03:54 PM
Q2 2018 329 $164M +$27.1M -$6.64M +$20.5M JEF, VCSH, ADP, NEE, AAPL 13F-HR 7/5/2018, 06:42 PM
Q1 2018 345 $168M +$23.1M -$6.88M +$16.2M LUK, VCSH, NEE, JPM, INTC 13F-HR 4/5/2018, 02:40 PM
Q4 2017 298 $163M +$4.6M -$5.59M -$983K LUK, HD, JPM, ADP, NEE 13F-HR 1/5/2018, 03:14 PM
Q3 2017 332 $168M +$4.77M -$3.91M +$865K LUK, VCSH, ADP, JPM, HD 13F-HR 10/10/2017, 06:20 AM
Q2 2017 347 $165M +$4.81M -$3.96M +$854K LUK, VCSH, JNJ, JPM, NEE 13F-HR 7/6/2017, 04:32 PM
Q1 2017 372 $162M +$12.8M -$3.67M +$9.13M LUK, VCSH, JNJ, ADP, AAPL 13F-HR 4/6/2017, 04:09 PM
Q4 2016 344 $149M +$3.84M -$7.06M -$3.22M LUK, ADP, JPM, CVX, USB 13F-HR 1/4/2017, 11:34 AM
Q3 2016 377 $145M +$7.03M -$2.26M +$4.77M LUK, JNJ, NEE, ADP, HD 13F-HR 10/4/2016, 11:34 AM
Q2 2016 336 $139M +$8.15M -$2.06M +$6.09M LUK, JNJ, NEE, ADP, SBUX 13F-HR 7/7/2016, 12:55 PM
Q1 2016 271 $130M +$7.22M -$2.35M +$4.87M LUK, HD, ADP, NEE, SBUX 13F-HR 4/5/2016, 02:42 PM
Q4 2015 281 $127M +$6.86M -$3.54M +$3.32M LUK, HD, SBUX, ADP, JNJ 13F-HR 1/7/2016, 03:16 PM
Q3 2015 298 $124M +$3.36M -$1.93M +$1.43M LUK, SBUX, HD, ADP, JNJ 13F-HR 10/1/2015, 05:42 PM
Q2 2015 312 $134M +$3.4M -$4.05M -$653K LUK, SBUX, AAPL, JPM, HD 13F-HR 7/2/2015, 12:51 PM
Q1 2015 312 $136M +$3.38M -$4.42M -$1.04M LUK, COR, AAPL, HD, CVX 13F-HR 4/1/2015, 06:24 PM
Q4 2014 323 $138M +$2.62M -$2.69M -$71.8K LUK, HD, JNJ, NEE, WFC 13F-HR 1/7/2015, 05:57 PM
Q3 2014 311 $134M +$464K -$2.23M -$1.77M LUK, CVX, JNJ, WFC, IBM 13F-HR 10/3/2014, 11:47 AM
Q2 2014 304 $138M +$2.3M -$1.26M +$1.04M LUK, CVX, JNJ, NEE, WFC 13F-HR 7/3/2014, 03:37 PM
Q1 2014 299 $136M +$2.8M -$2.91M -$114K LUK, CVX, JNJ, WFC, NEE 13F-HR 4/7/2014, 01:40 PM
Q4 2013 294 $136M LUK, CVX, ADP, AXP, JNJ 13F-HR 1/7/2014, 10:58 AM