West Oak Capital LLC

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Assets, Funds, Holdings

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West Oak Capital LLC
CRD #128473
SEC #801-62367
CIK #
AUM $300.1 MM (91% Disc, 100% US)
Employees7 (57% Investors, 0% Brokers)
Phone805-230-8282
Address2801 Townsgate Road
Westlake Village, CA 91361
Source IAPDexternal Websiteexternal LinkedInexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
HD 206,070.0 2,829.9
JPM 341,670.0 2,829.5
ADP 65,820.0 2,753.1
NEE 90,610.0 2,702.3
JNJ 369,000.0 2,608.6
CVX 234,890.0 2,566.3
INTC 239,910.0 2,522.6
AAPL 843,560.0 2,514.8
USB 82,350.0 2,404.0
APD 40,400.0 2,196.9
View All
Holdings by Sector ($BB)
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