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Showing Q3 2025 data
West Oak Capital, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
West Oak Capital, LLC
•CIK: 1387399•Filing: Q3 2025
**West Oak Capital, LLC** manages $2.5B across a diversified portfolio of 271 positions. The fund exhibits significant concentration in technology and industrials, with top holdings including DFA International Core Equities at $126.3M and JEF at $119.8M. Further notable allocations include NVDA ($111.2M), AVGO ($107.1M), and ORCL ($69.9M). This structure suggests a conviction-driven, large-cap growth mandate.
Total AUM
$2.5B
QoQ Performance
-1.2%
Positions
270
Top 10 Concentration
33.8%
Latest Filing
Q3 2025
Top Holdings Allocation
DFA
DFA5.0%
Jefferies4.8%
NVDA4.4%
Broadcom4.2%
ORCL2.8%
AAPL2.6%
MSFT2.6%
JPM2.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other53.5%
Technology17.3%
Financial7.5%
Consumer6.7%
Healthcare6.2%
Industrial2.7%
Materials2.2%
Utilities1.3%
🚪 Exited Positionssold since Q2 2025
+98 more exited positions
Changes from Q2 2025
NEW3 new positions
↑25 increased
↓108 decreased
Historical Filings
Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023