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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

West Oak Capital, LLC

Quarter ended Q1 2023 · Filed January 5, 2023 · Accession 0001140361-23-000674

Total Value
$191,431
Positions
307
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (307)

#IssuerTicker / CUSIPSharesValue% of Filing
1Jefferies Group Inc New472319102918,881$31,49916.45%
2Nextera EnergyNEE-PW56,388$4,7142.46%
3Auto Data ProcessingADP16,680$3,9842.08%
4Apple Computer IncAAPL29,642$3,8512.01%
5Chevrontexaco CorpCVX20,223$3,6301.90%
6Microsoft CorpMSFT13,406$3,2151.68%
7Broadcom LtdAVGO5,698$3,1861.66%
8Johnson & JohnsonJNJ18,020$3,1831.66%
9Schwab Us Large Co Equities ETF80852420170,308$3,1741.66%
10J P Morgan Chase & CoVYLD22,747$3,0501.59%
11Lilly Eli & CompanyLLY8,319$3,0431.59%
12Home Depot IncHD9,400$2,9691.55%
13Air Products & ChemicalsAIIR9,552$2,9441.54%
14Accenture Ltd Cl AACN10,465$2,7921.46%
15Danaher Corp Del23585110210,133$2,6901.41%
16Costco Wholesale Corp New22160K1055,719$2,6111.36%
17Abbott LaboratoriesABLZF23,623$2,5941.36%
18Procter & Gamble Co74271810916,984$2,5741.34%
19Oracle CorporationORCL-PD31,470$2,5721.34%
20The Charles Schwab CorpSCHW-PJ29,985$2,4971.30%
21Lockheed Martin CorpLMT5,039$2,4511.28%
22Hubbell IncHUBB10,441$2,4501.28%
23Merck & Co IncMRK21,793$2,4181.26%
24Nvidia CorpNVDA16,118$2,3551.23%
25Texas Instruments Inc88250810413,943$2,3041.20%
26Amgen IncorporatedAMGN8,680$2,2801.19%
27Pepsico IncorporatedPEP12,617$2,2791.19%
28Analog Devices IncADI13,781$2,2601.18%
29Alphabet Inc Class CGOOG24,740$2,1951.15%
30General Mills Inc37033410425,665$2,1521.12%
31Archer Daniels Midland CompanyADM23,075$2,1431.12%
32Exxon Mobil CorporationXOM19,345$2,1341.11%
33Lennar CorpLEN-B23,491$2,1261.11%
34Us Bancorp Del NewUSB-PS48,613$2,1201.11%
35American Express CompanyAXP14,237$2,1041.10%
36Colgate-Palmolive CoCL26,562$2,0931.09%
37Emerson Electric CoEMR21,403$2,0561.07%
38Target CorporationTGT12,823$1,9111.00%
39Amazon.Com IncAMZN22,675$1,9051.00%
40Cisco Systems IncCSCO37,409$1,7820.93%
41Sysco CorporationSYY22,980$1,7570.92%
42Interpublic Group Of CosINTR52,295$1,7420.91%
43Constellation Brand Cl ASTZ7,433$1,7230.90%
44Ameresco IncAMRC29,970$1,7120.89%
45Northern TrustNTRSO18,840$1,6670.87%
46Corning IncGLW50,580$1,6160.84%
47Schwab US Dividend80852479721,130$1,5960.83%
48Sherwin-Williams CoSHW6,346$1,5060.79%
49AbbVie IncABBV8,988$1,4530.76%
50Franklin Resources IncBEN54,290$1,4320.75%
51Aptiv PlcAPTV14,560$1,3560.71%
52Fidelity Natl Finl Inc31620R10535,198$1,3240.69%
53Citigroup IncC-PR27,208$1,2310.64%
54Novartis Ag Spon ADRNVSEF13,173$1,1950.62%
55Caterpillar IncCAT4,715$1,1300.59%
56iShares S&P 500 Value4642874087,247$1,0510.55%
57Spectrum Brands HldgSPB17,094$1,0410.54%
58Intel CorpINTC38,129$1,0080.53%
59Verizon CommunicationsVZ25,267$9960.52%
60Fidelity Natl Info Svcs31620M10614,600$9910.52%
61Pfizer IncorporatedPFE18,736$9600.50%
62Wisconsin Energy9766571069,887$9270.48%
63Norfolk Southern Corp6558441083,509$8650.45%
64Tractor Supply CompanyTSCO3,675$8270.43%
65T Rowe Price Group IncTROW7,082$7720.40%
663M CompanyMMM6,395$7670.40%
67Chargepoint Hldgs IncCHPT79,830$7610.40%
68A F L A C IncAFL9,870$7100.37%
69Black Knight Inc09215C10510,792$6660.35%
70Morgan StanleyMS-PQ7,614$6470.34%
71Mastercard IncMA1,840$6400.33%
72E O G Resources IncEOG4,915$6370.33%
73Medtronic IncMDT7,550$5870.31%
74Applied Materials Inc0382221055,662$5510.29%
75Honeywell International4385161062,292$4910.26%
76Invesco S&P 500 Equal Weight ETFIVZ3,455$4880.25%
77Mc Cormick & Co Inc N-VtMKC-V5,870$4870.25%
78ASML Holding NVASMLF870$4750.25%
79Thermo Fisher ScientificTMO820$4520.24%
80Perkinelmer IncRVTY3,150$4420.23%
81Shell PlcRYDAF7,305$4160.22%
82Raytheon Technologies CorpRTX3,966$4000.21%
83Coca-Cola CompanyKO6,292$4000.21%
84Vanguard Dividend9219088442,625$3990.21%
85Chubb LtdCB1,785$3940.21%
86Schwab Us Small Co Equities ETF8085246079,662$3910.20%
87Trane Technologies PlcTT2,310$3880.20%
88Illumina IncILMN1,817$3670.19%
89Becton Dickinson & CoBDX1,401$3560.19%
90Boeing CoBA-PA1,791$3410.18%
91Visa Inc Cl AV1,630$3390.18%
92Bristol-Myers Squibb CoCELG-RI4,540$3270.17%
93Mc Donalds CorpMCD1,234$3250.17%
94Mid Amer Apt Cmntys Inc.59522J1032,000$3140.16%
95iShares Russell Midcap Index4642874994,600$3100.16%
96Amerisourcebergen CorpAMT1,830$3030.16%
97iShares Core S&P 500 ETF464287200787$3020.16%
98Public Storage IncPSA-PS1,047$2930.15%
99Berkshire Hathaway Cl BBRK-A945$2920.15%
100Ecolab IncECL1,945$2830.15%
101Philip Morris Intl Inc7181721092,635$2670.14%
102Amern Tower Corp Class AAMT1,248$2640.14%
103Disney Walt Co2546871062,896$2520.13%
104Cannae Holdings IncCNNE11,731$2420.13%
105Ametek Inc NewAME1,700$2380.12%
106Nike Inc Class BNKE2,031$2380.12%
107VentasVTR5,140$2320.12%
108Vanguard Growth9229087361,048$2230.12%
109Avalonbay CommunitiesAWX1,300$2100.11%
110Clorox CompanyCLX1,440$2020.11%
111Qualcomm IncQCOM1,810$1990.10%
112Starbucks CorpSBUX1,825$1810.09%
113Alphabet Inc Class AGOOG2,020$1780.09%
114Service Now IncNOW459$1780.09%
115Union Pacific CorpUNP845$1750.09%
116Carrier Global CorpCARR4,075$1680.09%
117Sector SPDR Health Fund81369Y2091,225$1660.09%
118Arthur J Gallagher&C363576109863$1630.09%
119Cigna CorpCI475$1570.08%
120Kla Tencor CorpKLAC400$1510.08%
121Wells Fargo & Co New9497461013,650$1510.08%
122C V S CorpCVS1,605$1500.08%
123Bank Of America Corp0605051044,385$1450.08%
124D R Horton Co23331A1091,620$1440.08%
125Sector SPDR Engy Select81369Y5061,540$1350.07%
126Elevance HealthELV250$1280.07%
127Avery Dennison CorpAVY700$1270.07%
128Sector SPDR Fincl Select81369Y6053,665$1250.07%
129Altria Group IncMO2,600$1190.06%
130Lennar CorpLEN-B1,555$1160.06%
131Kellogg CompanyBEKE1,600$1140.06%
132Lam Research CorporationLRCX270$1130.06%
133Entegris IncENTG1,700$1120.06%
134Baxter International Inc0718131092,134$1090.06%
135Myr Group IncMYRG1,165$1070.06%
136Sector SPDR Indl Select81369Y7041,050$1030.05%
137Proshares S&P 500 Div Aristrocrats74348A4671,097$990.05%
138Vanguard Small Cap Fd922908595490$980.05%
139Dow Chemical CompanyDOW1,925$970.05%
140Teledyne TechnologiesTDY234$940.05%
141iShares Mornstr Small Cap4642886042,580$930.05%
142Mondelez Intl Inc Cl A6092071051,400$930.05%
143Valero Energy Corp NewVLO700$890.05%
144iShares Dow Jones Select Dividend F464287168650$780.04%
145Vanguard Small Cap ETF922908751418$770.04%
146Jpmorgan Municipal Etf46641Q6471,500$750.04%
147Cardinal Health IncCAH980$750.04%
148Intl Business MachinesINTR510$720.04%
149Salesforce ComCRM525$700.04%
150Schwab International Equities ETF8085248052,150$690.04%
151ConocophillipsCOP574$680.04%
152Flexshares Qual Div EtfFLEX1,300$680.04%
153Broadridge11133T103500$670.03%
154Unitedhealth Group IncUNH125$660.03%
155Halliburton Co Hldg CoHAL1,650$650.03%
156Proshares Msci Transform74347G7962,025$640.03%
157Schwab Us Reit ETF8085248473,334$640.03%
158Stryker CorpSYK250$610.03%
159Booz Allen HamiltonBAH550$570.03%
160Gilead Sciences IncGILD665$570.03%
161iShares S&P Midcap 400 Index464287507230$560.03%
162Allstate CorporationALL-PJ413$560.03%
163Streettracks Gold Trust IndexGLD320$540.03%
164Clean Energy FuelsCLNE9,580$500.03%
165Blackrock Multi Sector Income TrustBLK3,500$500.03%
166F&G Annuities & Life IncFGSN2,393$480.03%
167Paypal Holdings IncoPYPL555$400.02%
168Mckesson CorporationMCK100$380.02%
169Sterling ConstructionSTRL1,150$380.02%
170Church & Dwight Co IncCHD477$380.02%
171Amer Electric Pwr Co025537101360$340.02%
172Sector SPDR Technology Shares81369Y803275$340.02%
173Kimberly-Clark CorpKMB240$330.02%
174Garmin LtdGRMN324$300.02%
175United Parcel Service BUPS166$290.02%
176Cincinnati Finl172062101270$280.01%
177Adobe Systems IncADBE75$250.01%
178Global Payments Inc37940X102250$250.01%
179Estee Lauder Co Inc Cl A518439104100$250.01%
180Taiwan Semiconductr874039100313$230.01%
181Duke Energy Corp NewDUKB220$230.01%
182Elanco Animal Health IncELAN1,800$220.01%
183Deere & CompanyCI50$210.01%
184S J W GroupHTO250$200.01%
185Fiserv IncFISV200$200.01%
186Deckers Outdoor CorpDECK50$200.01%
187Kraft Heinz CompanyKHC470$190.01%
188Evercore IncEVR175$190.01%
189Paychex IncPAYX160$180.01%
190iShares S&P Asia 50464288430300$170.01%
191Genuine Parts CoGPC100$170.01%
192Lattice SemiconductrLSCC250$160.01%
193American Intl Group Inc026874107250$160.01%
194Diageo Plc New ADRDGEAF90$160.01%
195Lamb Weston HoldingsLW176$160.01%
196Intuitive SurgicalISRG60$160.01%
197Fifth Third BancorpD500$160.01%
198PNC Finl Services Gp Inc693475105101$160.01%
199Biomarin PharmaceutlBMRN147$150.01%
200Newmont Mining CorpNEMCL321$150.01%
201AT&TT-PC790$150.01%
202Masimo CorpMASI100$150.01%
203iShares Exponential Tech ETF46434V381300$140.01%
204Goldman Sachs Group IncGSCE40$140.01%
205D T E Energy CompanyDTK115$140.01%
206Otis Worldwide CorpOTIS175$140.01%
207Quanta Services Inc74762E102100$140.01%
208iShares Silver TrustSLV640$140.01%
209Fedex CorporationFDX77$130.01%
210Biogen Idec IncBIIB46$130.01%
211Occidental Petroleum Corp674599105200$130.01%
212Hewlett-Packard CompanyHPE-PC470$130.01%
213Jabil IncJBL175$120.01%
214O Reilly Automotive New67103H10714$120.01%
215AstrazenecaAZN175$120.01%
216Wisdomtree US Qlt DivWT190$110.01%
217Eastman Chemical CoEMN135$110.01%
218Chipotle Mexican GrillCMG7$100.01%
219Advanced Micro DevicesAMD150$100.01%
220Comerica Incorporated200340107150$100.01%
221Booking Holdings IncBKNG5$100.01%
222Nrg Energy IncNRG300$100.01%
223Invesco S&P 500 EqualIVZ60$100.01%
224The Trade Desk Inc88339J105200$90.00%
225Vestas Wind Sys A/ OrdK9773J128325$90.00%
226Schlumberger LtdSLB145$80.00%
227Svb Finl Group78486Q10135$80.00%
228Lvmh Moet Hennessy Louis Vuitton50244130651$70.00%
229Univar Solutions Inc91336L107200$60.00%
230Imax CorpIMAX435$60.00%
231Mosaic CompanyMOS140$60.00%
232Embecta CorpEMBC254$60.00%
233Microchip Technology IncMCHPP80$60.00%
234Johnson Controls International PlcG51502105100$60.00%
235General Electric CompanyGE68$60.00%
236Mattel IncorporatedMAT320$60.00%
237Pulte Homes Inc745867101125$60.00%
238Suncor Energy IncSU200$60.00%
239Dominion Resources Inc NewD100$60.00%
240iShares Russell 2000 Index46428765535$60.00%
241Jack In The Box IncJACK70$50.00%
242Freeport McMoranFCX120$50.00%
243Pacwest Bancorp695263103212$50.00%
244Rockwell Automation IncROK18$50.00%
245TransunionTRU75$40.00%
246Northern Star Reso OrdNTRSO500$40.00%
247Global X Copper Miners37954Y830115$40.00%
248Cleveland-Cliffs IncCLF265$40.00%
249Global X Lithium37954Y85565$40.00%
250Roku IncROKU100$40.00%
251Fisker Inc33813J106500$40.00%
252Ford Motor Company New345370860325$40.00%
253Kohls CorpKSS100$30.00%
254Proshares Vix Short-Term74347W171221$30.00%
255Grayscale Bitcoin Trust BtcGBTC320$30.00%
256Pan Amern Silver Corp697900108200$30.00%
257Organon & CoOGN102$30.00%
258One Stop Systems IncOSS925$30.00%
259Nuvasive Inc NewNU65$30.00%
260Norwegian Cruise LinesNCLH230$30.00%
261Dt Midstream IncDTM57$30.00%
262Vanguard Small Cap Value92290861119$30.00%
263Carnival Corp NewCUKPF425$30.00%
264Rivian Automotive IncRIVN100$20.00%
265Asana IncASAN150$20.00%
266Vgd Short Term Corp Bond ETF92206C40925$20.00%
267Green Thumb Inds IncGTBIF190$20.00%
268Teladoc IncTDOC90$20.00%
269Pricesmart IncPSMT35$20.00%
270Tesla IncTSLA20$20.00%
271Hawaiian HoldingsHE100$10.00%
272Sabra Health Care Reit IncSBRA62$10.00%
273On Holding AgH5919C10435$10.00%
274Skywest IncSKYW50$10.00%
275Solid Power IncSLDPW290$10.00%
276Lucid Group IncLCID200$10.00%
277Kyndryl HoldingsKD70$10.00%
278Ishares Global46428837225$10.00%
279Tilray IncTLRY230$10.00%
280Rackspace Technology IncRXT250$10.00%
281Trulieve Cannabis CorpTCNNF80$10.00%
282Allogene Therapeutics InALLO100$10.00%
283Vistra Energy CorpVST35$10.00%
284Warner Brothers DiscoverWBD72$10.00%
285Digital World AcquisitioDJTWW50$10.00%
286Upstart Hldgs IncUPST25$00.00%
287Wheels Up Experience IWSUPW250$00.00%
288Lehman Bros Holding Inc5249081001,200$00.00%
289Affirm Hldgs IncAFRM40$00.00%
290Dermtech Inc24984K105100$00.00%
291Vanguard Reit ETF9229085531$00.00%
292Strattec Security CorpSTRT20$00.00%
293Sprott Junior GoldSII12$00.00%
294Sprott Gold Miners EtfSII19$00.00%
295Smartrent IncSMRT100$00.00%
296SLS International7844291021,666$00.00%
297First Trust Ise Global Wind33736G10625$00.00%
298Mosaic ImmunoengineeringCPMV1$00.00%
299Viatris IncVTRS37$00.00%
300First Majestic SilverAG29$00.00%
301Nortell Networks Xxxx656568508464$00.00%
302Pipesaver Technologies7240861031,500$00.00%
303Quantumscape CorpQS35$00.00%
304Two Rivers Wtr & Farming90207B10755$00.00%
305Treasury Metals Inc894647825438$00.00%
306Cytogenix Inc Xxx23282510970$00.00%
307Cresco Labs IncCRLBF250$00.00%