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 #0001387399
AUM$336.7 MM
Employees7
Phone805-230-8282
Address2801 Townsgate Road Suite 112
Westlake Village, CA 91361
Links IAPDexternal EDGARexternal Websiteexternal
Total AUM ($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
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Holdings by Sector ($BB)