HoldingsChannel.com
West Oak Capital LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
Jefferies Group Inc New 881,012 UNCH $12,043
     COM881,012UNCH$12,043
JP Morgan Ultra Short 171,097 -4,261 $8,498
     JPST171,097-4,261$8,498
Schwab Us Large Co Equities ETF (SCHX) 59,630 +33,478 $3,652
     SCHX59,630+33,478$3,652
Nextera Energy 14,890 -45 $3,583
     NEE14,890-45$3,583
Apple Computer Inc 12,062 -677 $3,067
     AAPL12,062-677$3,067
Auto Data Processing 19,233 -20 $2,629
     ADP19,233-20$2,629
Amazon.Com Inc 1,331 -25 $2,595
     AMZN1,331-25$2,595
Nvidia Corp 9,256 -655 $2,440
     NVDA9,256-655$2,440
Intel Corp 44,378 -8 $2,402
     INTC44,378-8$2,402
Home Depot Inc 12,834 +476 $2,396
     HD12,834+476$2,396
Johnson & Johnson 17,718 +136 $2,323
     JNJ17,718+136$2,323
Abbott Laboratories 28,901 +255 $2,281
     ABT28,901+255$2,281
Danaher Corp Del 15,904 -295 $2,201
     DHR15,904-295$2,201
Vgd Short Term Corp Bond ETF (VCSH) 27,464 -3,930 $2,172
     VCSH27,464-3,930$2,172
J P Morgan Chase & Co 23,957 +1,108 $2,157
     JPM23,957+1,108$2,157
Accenture Ltd Cl A 13,072 -40 $2,134
     COM13,072-40$2,134
Air Products & Chemicals 10,517 +115 $2,099
     APD10,517+115$2,099
Costco Wholesale Corp New 7,303 -20 $2,082
     COST7,303-20$2,082
Procter & Gamble Co 18,410 +280 $2,025
     PG18,410+280$2,025
Verizon Communications 36,721 +565 $1,973
     VZ36,721+565$1,973
Chevrontexaco Corp 27,142 +7,302 $1,967
     CVX27,142+7,302$1,967
Colgate Palmolive Co 29,454 +1,380 $1,955
     CL29,454+1,380$1,955
Amgen Incorporated 9,443 +94 $1,914
     AMGN9,443+94$1,914
Alphabet Inc Class C 1,631 -19 $1,897
     GOOG1,631-19$1,897
Lockheed Martin Corp 5,516 +65 $1,870
     LMT5,516+65$1,870
Us Bancorp Del New 54,233 +10,555 $1,868
     USB54,233+10,555$1,868
Oracle Corporation 37,390 +1,575 $1,807
     ORCL37,390+1,575$1,807
Merck & Co Inc 23,405 +785 $1,801
     COM23,405+785$1,801
Fidelity Natl Info Svcs 14,600 UNCH $1,776
     FIS14,600UNCH$1,776
Broadcom Ltd 7,413 -134 $1,758
     COM7,413-134$1,758
Texas Instruments Inc 17,420 +350 $1,741
     TXN17,420+350$1,741
Citigroup Inc 41,005 +13,835 $1,727
     COM41,005+13,835$1,727
Pepsico Incorporated 14,204 +385 $1,706
     PEP14,204+385$1,706
Target Corporation 17,930 +570 $1,667
     COM17,930+570$1,667
Lennar Corp      $1,644
     LEN41,865+11,560$1,599
     LEN.B1,555UNCH$45
General Mills Inc 29,395 +2,585 $1,551
     GIS29,395+2,585$1,551
Alleghany Corp Del 2,800 UNCH $1,547
     Y2,800UNCH$1,547
Microsoft Corp 9,569 -366 $1,509
     MSFT9,569-366$1,509
Analog Devices Inc 16,627 +285 $1,491
     ADI16,627+285$1,491
Cisco Systems Inc 37,833 +5,260 $1,487
     CSCO37,833+5,260$1,487
Raytheon Company New 11,217 +830 $1,471
     RTN11,217+830$1,471
American Express Company 17,015 +500 $1,457
     AXP17,015+500$1,457
Elanco Animal Health Inc      $1,424
     ELAN63,615+32,155$1,424
     COM600UNCH$0
The Charles Schwab Corp 41,770 +860 $1,404
     SCHW41,770+860$1,404
Novartis Ag Spon ADR 16,925 -15 $1,395
     NVS16,925-15$1,395
Boeing Co 9,264 +7,208 $1,382
     BA9,264+7,208$1,382
Northern Trust 17,660 +1,185 $1,333
     NTRS17,660+1,185$1,333
Emerson Electric Co 27,639 +4,165 $1,317
     EMR27,639+4,165$1,317
Corning Inc 61,485 +19,875 $1,263
     GLW61,485+19,875$1,263
Sherwin Williams Co 2,662 +3 $1,223
     SHW2,662+3$1,223

See Full List: All Stocks Held By West Oak Capital LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By West Oak Capital LLC

Size ($ in 1000's)
At 03/31/2020: $146,126
At 12/31/2019: $177,745

West Oak Capital LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from West Oak Capital LLC 13F filings. Link to 13F filings: SEC filings

West Oak Capital LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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