West Oak Capital, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Westlake Village, CA
CIK
0001387399
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 324 213,844 Jefferies Group Inc New, NVDA, AVGO, AAPL 13F-HR 1/17/2024 000114036124002592
Q3 2023 322 201 Jefferies Group Inc New, NVDA, AAPL, AVGO 13F-HR 10/5/2023 000114036123047143
Q2 2023 327 205,861 Jefferies Group Inc New, NVDA, AAPL, MSFT 13F-HR 7/19/2023 000114036123035170
Q1 2023 331 197,421 Jefferies Group Inc New, AAPL, NVDA, NEE 13F-HR 4/21/2023 000114036123019542
Q4 2022 307 191,430 Jefferies Group Inc New, NEE, ADP, AAPL 13F-HR 1/5/2023 000114036123000674
Q3 2022 343 184,375 Jefferies Group Inc New, NEE, AAPL, ADP RESTATEMENT 11/14/2022 000114036122041299
Q2 2022 344 190,570 Jefferies Group Inc New, NEE, AAPL, ADP 13F-HR 7/11/2022 000156761922013876
Q1 2022 379 221,561 Jefferies Group Inc New, AAPL, NEE, MSFT 13F-HR 4/20/2022 000156761922008700
Q4 2021 380 271,914 Jefferies Group Inc New, JPST, SCHO, SCHX 13F-HR 1/11/2022 000156761922001032
Q3 2021 390 257,832 Jefferies Group Inc New, JPST, SCHO, SCHX 13F-HR 10/7/2021 000156761921018038
Q2 2021 376 253,757 Jefferies Group Inc New, JPST, SCHO, SCHX 13F-HR 7/19/2021 000156761921013657
Q1 2021 358 234,003 Jefferies Group Inc New, JPST, SCHX, SCHO 13F-HR 4/13/2021 000156761921007964
Q4 2020 334 215,278 Jefferies Group Inc New, JPST, AAPL, SCHX 13F-HR 1/8/2021 000156761921000762
Q3 2020 326 181,859 Jefferies Group Inc New, JPST, SCHX, AAPL 13F-HR 10/9/2020 000156761920017713
Q2 2020 328 175,692 Jefferies Group Inc New, JPST, SCHX, AAPL 13F-HR 7/6/2020 000156761920012932
Q1 2020 319 146,126 Jefferies Group Inc New, JPST, SCHX, NEE 13F-HR 4/7/2020 000156761920007645
Q4 2019 301 177,745 Jefferies Group Inc New, JPST, AAPL, NEE 13F-HR 1/9/2020 000156761920000814
Q3 2019 313 169,945 Jefferies Group Inc New, JPST, NEE, ADP 13F-HR 10/2/2019 000156761919019028
Q2 2019 327 167,271 Jefferies Group Inc New, JPST, ADP, NEE 13F-HR 7/12/2019 000156761919014727
Q1 2019 317 159,907 Jefferies Group Inc New, VCSH, ADP, NEE 13F-HR 4/3/2019 000156761919008281
Q4 2018 339 140,918 Jefferies Group Inc New, VCSH, NEE, ADP 13F-HR 1/8/2019 000156761919000820
Q3 2018 365 173,031 Jefferies Group Inc New, VCSH, ADP, AAPL 13F-HR 10/4/2018 000156761918003708
Q2 2018 335 164,199 Jefferies Group Inc New, VCSH, ADP, NEE 13F-HR 7/6/2018 000114036118031695
Q1 2018 353 168,581 JEF, VCSH, NEE, JPM 13F-HR 4/5/2018 000114036118017408
Q4 2017 306 162,920 JEF, HD, JPM, ADP 13F-HR 1/5/2018 000114036118001028
Q3 2017 338 168,494 JEF, VCSH, ADP, JPM 13F-HR 10/10/2017 000114036117037858
Q2 2017 353 164,844 JEF, VCSH, JNJ, JPM 13F-HR 7/6/2017 000114036117027355
Q1 2017 379 162,419 JEF, VCSH, JNJ, ADP 13F-HR 4/6/2017 000114036117015137
Q4 2016 350 149,266 JEF, ADP, JPM, CVX 13F-HR 1/4/2017 000114036117000263
Q3 2016 385 145,162 JEF, JNJ, NEE, ADP 13F-HR 10/4/2016 000114036116081508
Q2 2016 343 138,530 JEF, JNJ, NEE, ADP 13F-HR 7/7/2016 000114036116071895
Q1 2016 278 129,895 JEF, HD, ADP, NEE 13F-HR 4/5/2016 000114036116060198
Q4 2015 291 128,812 JEF, HD, SBUX, ADP 13F-HR 1/7/2016 000114036116047139
Q3 2015 306 123,891 JEF, SBUX, HD, ADP 13F-HR 10/2/2015 000114036115036517
Q2 2015 319 134,336 JEF, SBUX, AAPL, JPM 13F-HR 7/2/2015 000114036115026458
Q1 2015 320 136,366 JEF, ABC, AAPL, HD 13F-HR 4/2/2015 000114036115013934
Q4 2014 331 137,516 JEF, HD, JNJ, NEE 13F-HR 1/8/2015 000114036115001049
Q3 2014 317 133,526 JEF, CVX, JNJ, WFC 13F-HR 10/3/2014 000114036114037270
Q2 2014 311 137,953 JEF, CVX, JNJ, NEE 13F-HR 7/3/2014 000114036114027709
Q1 2014 306 136,368 JEF, CVX, JNJ, WFC 13F-HR 4/7/2014 000114036114015933
Q4 2013 301 135,636 JEF, CVX, ADP, AXP 13F-HR 1/7/2014 000114036114001060
Additional filings from West Oak Capital, LLC that have since been restated