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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 Q2 2023 · Filed April 21, 2023 · Accession 0001140361-23-019542

Total Value
$197.4M
Positions
331
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (331)

#IssuerTicker / CUSIPSharesValue% of Filing
1Jefferies Group Inc New472319102918,881$29.2M14.77%
2Apple Computer IncAAPL30,307$5.0M2.53%
3Nvidia CorpNVDA16,030$4.5M2.26%
4Nextera EnergyNEE-PW55,223$4.3M2.16%
5Microsoft CorpMSFT13,956$4.0M2.04%
6Auto Data ProcessingADP16,705$3.7M1.88%
7Broadcom LtdAVGO5,521$3.5M1.79%
8Schwab Us Large Co Equities ETF80852420169,488$3.4M1.70%
9Chevrontexaco CorpCVX18,938$3.1M1.57%
10Accenture Ltd Cl AACN10,547$3.0M1.53%
11Lilly Eli & CompanyLLY8,424$2.9M1.47%
12J P Morgan Chase & CoVYLD22,072$2.9M1.46%
13Johnson & JohnsonJNJ18,221$2.8M1.43%
14Costco Wholesale Corp New22160K1055,596$2.8M1.41%
15Texas Instruments Inc88250810414,820$2.8M1.40%
16Home Depot IncHD9,269$2.7M1.39%
17Oracle CorporationORCL-PD29,150$2.7M1.37%
18Amazon.Com IncAMZN25,680$2.7M1.34%
19Air Products & ChemicalsAIIR9,167$2.6M1.33%
20Alphabet Inc Class CGOOG25,310$2.6M1.33%
21Analog Devices IncADI13,216$2.6M1.32%
22Danaher Corp Del23585110210,183$2.6M1.30%
23Procter & Gamble Co74271810917,132$2.5M1.29%
24Abbott LaboratoriesABLZF24,040$2.4M1.23%
25Hubbell IncHUBB9,381$2.3M1.16%
26Lennar CorpLEN-B21,206$2.2M1.13%
27Pepsico IncorporatedPEP12,082$2.2M1.12%
28Amgen IncorporatedAMGN8,975$2.2M1.10%
29Lockheed Martin CorpLMT4,564$2.2M1.09%
30American Express CompanyAXP12,892$2.1M1.08%
31Merck & Co IncMRK19,948$2.1M1.07%
32Interpublic Group Of CosINTR55,945$2.1M1.06%
33Vitesse Energy IncVTS108,581$2.1M1.05%
34General Mills Inc37033410424,150$2.1M1.05%
35Colgate-Palmolive CoCL27,447$2.1M1.04%
36Target CorporationTGT12,308$2.0M1.03%
37Cisco Systems IncCSCO36,899$1.9M0.98%
38Emerson Electric CoEMR22,048$1.9M0.97%
39Us Bancorp Del NewUSB-PS51,718$1.9M0.94%
40Archer Daniels Midland CompanyADM23,075$1.8M0.93%
41Corning IncGLW50,270$1.8M0.90%
42Exxon Mobil CorporationXOM16,035$1.8M0.89%
43Schwab US Dividend80852479723,580$1.7M0.87%
44Northern TrustNTRSO19,145$1.7M0.85%
45Constellation Brand Cl ASTZ7,383$1.7M0.84%
46AbbVie IncABBV10,388$1.7M0.84%
47Schwab Int'l High Div Stocks80852467267,830$1.6M0.81%
48Franklin Resources IncBEN59,065$1.6M0.81%
49Aptiv PlcAPTV13,870$1.6M0.79%
50The Charles Schwab CorpSCHW-PJ28,735$1.5M0.76%
51Intel CorpINTC44,314$1.4M0.73%
52Ameresco IncAMRC27,965$1.4M0.70%
53Citigroup IncC-PR29,343$1.4M0.70%
54Sherwin-Williams CoSHW6,061$1.4M0.69%
55Applied Materials Inc03822210510,977$1.3M0.68%
56Fidelity Natl Finl Inc31620R10535,198$1.2M0.62%
57Spectrum Brands HldgSPB18,129$1.2M0.61%
58Novartis Ag Spon ADRNVSEF12,608$1.2M0.59%
59iShares S&P 500 Value4642874087,422$1.1M0.57%
60Caterpillar IncCAT4,867$1.1M0.56%
61Verizon CommunicationsVZ24,257$943,3550.48%
62Wisconsin Energy9766571069,597$909,7000.46%
63Tractor Supply CompanyTSCO3,836$901,6130.46%
64ASML Holding NVASMLF1,293$880,1580.45%
65Chargepoint Hldgs IncCHPT83,865$878,0670.44%
66T Rowe Price Group IncTROW7,547$852,0560.43%
67Sysco CorporationSYY11,030$851,8470.43%
68Fidelity Natl Info Svcs31620M10614,600$793,2180.40%
69Pfizer IncorporatedPFE18,961$773,6090.39%
70Mastercard IncMA2,025$735,9050.37%
713M CompanyMMM6,995$735,2440.37%
72Morgan StanleyMS-PQ7,894$693,0930.35%
73Black Knight Inc09215C10510,792$621,1880.31%
74E O G Resources IncEOG5,415$620,7210.31%
75Medtronic IncMDT7,390$595,7820.30%
76A F L A C IncAFL9,035$582,9380.30%
77Thermo Fisher ScientificTMO935$538,9060.27%
78Invesco S&P 500 Equal Weight ETFIVZ3,655$528,5860.27%
79Mc Cormick & Co Inc N-VtMKC-V6,062$504,4190.26%
80Honeywell International4385161062,512$480,0930.24%
81Visa Inc Cl AV1,930$435,1380.22%
82Schwab Us Small Co Equities ETF80852460710,303$432,0050.22%
83Shell PlcRYDAF7,305$420,3300.21%
84Perkinelmer IncRVTY3,150$419,7690.21%
85Vanguard Dividend9219088442,625$404,2760.20%
86Raytheon Technologies CorpRTX4,076$399,1630.20%
87Boeing CoBA-PA1,853$393,6330.20%
88Coca-Cola CompanyKO6,292$390,2930.20%
89Trane Technologies PlcTT2,080$382,6780.19%
90Chubb LtdCB1,785$346,6110.18%
91Mc Donalds CorpMCD1,234$345,0390.17%
92Illumina IncILMN1,435$333,7090.17%
93Ecolab IncECL1,977$327,2530.17%
94iShares Russell Midcap Index4642874994,600$321,6320.16%
95Public Storage IncPSA-PS1,047$316,3410.16%
96Mid Amer Apt Cmntys Inc.59522J1032,020$305,1010.15%
97Amerisourcebergen CorpAMT1,840$294,6020.15%
98iShares Core S&P 500 ETF464287200712$292,6890.15%
99Berkshire Hathaway Cl BBRK-A945$291,7880.15%
100Alphabet Inc Class AGOOG2,800$290,4440.15%
101Bristol-Myers Squibb CoCELG-RI4,190$290,4090.15%
102Service Now IncNOW624$289,9850.15%
103Schwab International Equities ETF8085248058,050$280,1400.14%
104Nike Inc Class BNKE2,231$273,6100.14%
105Amern Tower Corp Class AAMT1,333$272,3850.14%
106Philip Morris Intl Inc7181721092,785$270,8410.14%
107Disney Walt Co2546871062,696$269,9500.14%
108Vanguard Growth9229087361,048$261,4130.13%
109Qualcomm IncQCOM1,965$250,6950.13%
110Ametek Inc NewAME1,700$247,0610.13%
111Cannae Holdings IncCNNE11,731$236,7320.12%
112Clorox CompanyCLX1,440$227,8660.12%
113Avalonbay CommunitiesAWX1,350$226,8810.11%
114Carrier Global CorpCARR4,935$225,7760.11%
115VentasVTR5,140$222,8190.11%
116Royal Bank Canada7800871022,311$220,8850.11%
117Wells Fargo & Co New9497461015,725$214,0010.11%
118Starbucks CorpSBUX1,825$190,0370.10%
119Arthur J Gallagher&C363576109963$184,2320.09%
120Bank Of America Corp0605051046,185$176,8910.09%
121Myr Group IncMYRG1,390$175,1540.09%
122Union Pacific CorpUNP845$170,0650.09%
123Kla Tencor CorpKLAC400$159,6680.08%
124Sector SPDR Health Fund81369Y2091,225$158,5890.08%
125D R Horton Co23331A1091,585$154,8390.08%
126ConocophillipsCOP1,524$151,1960.08%
127Microchip Technology IncMCHPP1,780$149,1280.08%
128Arista Networks IncANET870$146,0380.07%
129Lam Research CorporationLRCX270$143,1320.07%
130Entegris IncENTG1,700$139,4170.07%
131Lennar CorpLEN-B1,555$138,8770.07%
132Vanguard Small Cap Fd922908595620$134,1740.07%
133Sector SPDR Engy Select81369Y5061,540$127,5580.06%
134iShares Mornstr Small Cap4642886043,270$127,4720.06%
135Altria Group IncMO2,840$126,7210.06%
136Valero Energy Corp NewVLO900$125,6400.06%
137C V S CorpCVS1,690$125,5840.06%
138Avery Dennison CorpAVY700$125,2510.06%
139United Parcel Service BUPS641$124,3480.06%
140Cigna CorpCI475$121,3770.06%
141Sector SPDR Fincl Select81369Y6053,765$121,0450.06%
142Salesforce ComCRM585$116,8710.06%
143Elevance HealthELV250$114,9530.06%
144Dow Chemical CompanyDOW1,975$108,2700.05%
145Kellogg CompanyBEKE1,600$107,1360.05%
146Sector SPDR Indl Select81369Y7041,050$106,2390.05%
147Teledyne TechnologiesTDY234$104,6820.05%
148Chipotle Mexican GrillCMG59$100,7890.05%
149Proshares S&P 500 Div Aristrocrats74348A4671,097,071$100,0970.05%
150Mondelez Intl Inc Cl A6092071051,400$97,6080.05%
151Proshares Msci Transform74347G7962,525$87,9980.04%
152Baxter International Inc0718131092,134$86,5550.04%
153Stryker CorpSYK300$85,6410.04%
154Ameriprise Financial Inc03076C106275$84,2880.04%
155Vanguard Small Cap ETF922908751418$79,2360.04%
156iShares Dow Jones Select Dividend F464287168650$76,1670.04%
157Jpmorgan Municipal Etf46641Q6471,500$75,9450.04%
158Broadridge11133T103500$73,2850.04%
159Flexshares Qual Div EtfFLEX1,300$70,7980.04%
160Church & Dwight Co IncCHD777$68,6950.03%
161Schwab Us Reit ETF8085248473,340$65,1300.03%
162Allstate CorporationALL-PJ583$64,6020.03%
163Intl Business MachinesINTR485$63,5790.03%
164Halliburton Co Hldg CoHAL2,000$63,2800.03%
165Cardinal Health IncCAH830$62,6650.03%
166Blackrock Multi Sector Income TrustBLK4,100$59,8190.03%
167Becton Dickinson & CoBDX240$59,4100.03%
168Unitedhealth Group IncUNH125$59,0740.03%
169iShares S&P Midcap 400 Index464287507230$57,5370.03%
170Sector SPDR Technology Shares81369Y803375$56,6290.03%
171Gilead Sciences IncGILD665$55,1750.03%
172Streettracks Gold Trust IndexGLD300$54,9660.03%
173Sterling ConstructionSTRL1,450$54,9260.03%
174Paypal Holdings IncoPYPL700$53,1580.03%
175Booz Allen HamiltonBAH550$50,9800.03%
176Lattice SemiconductrLSCC500$47,7500.02%
177Adobe Systems IncADBE115$44,3180.02%
178F&G Annuities & Life IncFGSN2,393$43,3610.02%
179Mckesson CorporationMCK100$35,6050.02%
180Fifth Third BancorpD1,300$34,6320.02%
181Nrg Energy IncNRG1,000$34,2900.02%
182Quanta Services Inc74762E102200$33,3280.02%
183Garmin LtdGRMN324,755$32,7740.02%
184Amer Electric Pwr Co025537101360$32,7560.02%
185Clean Energy FuelsCLNE7,455$32,5040.02%
186Kimberly-Clark CorpKMB240$32,2130.02%
187Cincinnati Finl172062101270$30,2620.02%
188Duke Energy Corp NewDUKB313$30,1950.02%
189Palo Alto NetworksPANW150$29,9610.02%
190Workday IncWDAY140$28,9160.01%
191Waste ConnectionsincWCN200$27,8140.01%
192Monolithic Power Sys60983910555$27,5300.01%
193Global Payments Inc37940X102250$26,3100.01%
194Estee Lauder Co Inc Cl A518439104100$24,6460.01%
195Taiwan Semiconductr874039100253$23,5340.01%
196Fiserv IncFISV200$22,6060.01%
197Deckers Outdoor CorpDECK50$22,4780.01%
198Vaneck Vectors BDC Income ETF92189F4111,450$21,5040.01%
199Kulicke & Soffa Inds501242101400$21,0760.01%
200Tesla IncTSLA100$20,7460.01%
201Deere & CompanyCI50$20,6440.01%
202TransunionTRU325$20,1960.01%
203Evercore IncEVR175$20,1920.01%
204Cabot Oil & GasCTRA802$19,6810.01%
205S J W GroupHTO250$19,0330.01%
206Heico CorpHEI-A110$18,8140.01%
207iShares S&P Asia 50464288430300$18,5670.01%
208Masimo CorpMASI100$18,4540.01%
209Lamb Weston HoldingsLW176$18,3960.01%
210Paychex IncPAYX160$18,3340.01%
211Kraft Heinz CompanyKHC470$18,1750.01%
212Fedex CorporationFDX77$17,5940.01%
213Spdr S&P Regional Bank78464A698400$17,5440.01%
214Elanco Animal Health IncELAN1,800$16,9200.01%
215Genuine Parts CoGPC100$16,7310.01%
216Facebook Inc Class AMETA75$15,8960.01%
217Newmont Mining CorpNEMCL323,843$15,8750.01%
218iShares Exponential Tech ETF46434V381300$15,8100.01%
219Jabil IncJBL175$15,4280.01%
220Intuitive SurgicalISRG60$15,3280.01%
221AT&TT-PC790$15,2080.01%
222Lpl Finl Hldgs50212V10075$15,1800.01%
223Otis Worldwide CorpOTIS175$14,7700.01%
224Advanced Micro DevicesAMD150$14,7020.01%
225Proshares Ultrapro Short74347G432500$14,6800.01%
226Biomarin PharmaceutlBMRN147$14,2940.01%
227iShares Silver TrustSLV640$14,1570.01%
228Hewlett-Packard CompanyHPE-PC470$13,7950.01%
229Netease IncNETTF150$13,2660.01%
230Booking Holdings IncBKNG5$13,2620.01%
231Goldman Sachs Group IncGSCE40$13,0840.01%
232PNC Finl Services Gp Inc693475105101$12,8370.01%
233Biogen Idec IncBIIB46$12,7890.01%
234Diageo Plc New ADRDGEAF70$12,6830.01%
235D T E Energy CompanyDTK115$12,5970.01%
236American Intl Group Inc026874107250$12,5900.01%
237Ares Management CorpARES-PB150$12,5160.01%
238Mannkind CorpMNKD3,000$12,3000.01%
239The Trade Desk Inc88339J105200$12,1820.01%
240Citizens Finl Group IncCIA400$12,1480.01%
241AstrazenecaAZN175$12,1470.01%
242O Reilly Automotive New67103H10714$11,8860.01%
243Wisdomtree US Qlt DivWT190$11,8450.01%
244Eastman Chemical CoEMN135$11,3860.01%
245Olin CorpOLN200$11,1000.01%
246Netflix IncNFLX30$10,3640.01%
247Invesco S&P 500 EqualIVZ60$10,2260.01%
248Sempra EnergySREA65$9,8250.00%
249Wolfspeed IncWOLF150$9,7430.00%
250Inmode LtdINMD300$9,5880.00%
251Oneok IncOKE150$9,5310.00%
252Vestas Wind Sys A/ OrdK9773J128325$9,4130.00%
253Lvmh Moet Hennessy Louis Vuitton50244130651$9,3700.00%
254Occidental Petroleum Corp674599105150$9,3650.00%
255Pbf Energy IncPBF200$8,6720.00%
256Imax CorpIMAX435$8,3430.00%
257St Joe CompanyJOE200$8,3220.00%
258Pacwest Bancorp695263103820$7,9790.00%
259Gladstone Capital CorpGLAD800$7,5200.00%
260Pulte Homes Inc745867101125$7,2850.00%
261Jones Lang LasalleJLL50$7,2750.00%
262Schlumberger LtdSLB145$7,1200.00%
263Univar Solutions Inc91336L107200$7,0060.00%
264Embecta CorpEMBC239$6,7210.00%
265Roku IncROKU100$6,5820.00%
266General Electric CompanyGE68$6,5010.00%
267Hercules Capital IncHCXY500$6,4450.00%
268Mosaic CompanyMOS140$6,4230.00%
269iShares Russell 2000 Index46428765535$6,2440.00%
270Suncor Energy IncSU200$6,2100.00%
271Green Thumb Inds IncGTBIF801$6,1550.00%
272Jack In The Box IncJACK70$6,1310.00%
273Mattel IncorporatedMAT320$5,8910.00%
274Dominion Resources Inc NewD100$5,5910.00%
275Rockwell Automation IncROK18$5,2820.00%
276Grayscale Bitcoin Trust BtcGBTC320$5,2350.00%
277Freeport McMoranFCX120$4,9090.00%
278Cleveland-Cliffs IncCLF265$4,8570.00%
279Global X Copper Miners37954Y830115$4,4520.00%
280Carnival Corp NewCUKPF425$4,3140.00%
281Johnson Controls International PlcG5150210570$4,2150.00%
282Global X Lithium37954Y85565$4,1310.00%
283Northern Star Reso OrdNTRSO500$4,1150.00%
284Ford Motor Company New345370860325$4,0950.00%
285Teladoc IncTDOC150$3,8850.00%
286Pan Amern Silver Corp697900108200$3,6400.00%
287Fisker Inc33813J106500$3,0700.00%
288Vanguard Small Cap Value92290861119$3,0160.00%
289Immunitybio IncIBRX1,500$2,7300.00%
290Nuvasive Inc NewNU65$2,6850.00%
291Pricesmart IncPSMT35$2,5020.00%
292Norwegian Cruise LinesNCLH180$2,4210.00%
293Organon & CoOGN102$2,3990.00%
294One Stop Systems IncOSS925$2,2940.00%
295Vgd Short Term Corp Bond ETF92206C40925$1,9060.00%
296Zoominfo Technologies InGTM50$1,2360.00%
297Ishares Global46428837225$1,1930.00%
298Solid Power IncSLDPW390$1,1740.00%
299Warner Brothers DiscoverWBD72$1,0870.00%
300Kyndryl HoldingsKD70$1,0330.00%
301Quantumscape CorpQS107$8750.00%
302Vistra Energy CorpVST35$8400.00%
303Sabra Health Care Reit IncSBRA62$7130.00%
304Digital World AcquisitioDJTWW50$7030.00%
305Exelon CorporationEXC16$6700.00%
306Rivian Automotive IncRIVN40$6190.00%
307Tilray IncTLRY230$5820.00%
308Sprott Gold Miners EtfSII19,592$5530.00%
309Allogene Therapeutics InALLO100$4940.00%
310Strattec Security CorpSTRT20$4550.00%
311Affirm Hldgs IncAFRM40$4510.00%
312First Trust Ise Global Wind33736G10625$4470.00%
313First Republic Bank33616C10030$4200.00%
314Sprott Junior GoldSII12$4020.00%
315Upstart Hldgs IncUPST25$3970.00%
316Constellation Energy CoCEG5$3930.00%
317Viatris IncVTRS37$3560.00%
318Smartrent IncSMRT100$2550.00%
319First Majestic SilverAG29$2090.00%
320Wheels Up Experience IWSUPW250$1580.00%
321Treasury Metals Inc894647825438$1110.00%
322Vanguard Reit ETF9229085531,071$890.00%
323Svb Finl Group78486Q10135$320.00%
324Proshares Vix Short-Term74347W1712$180.00%
325Mosaic ImmunoengineeringCPMV1$10.00%
326Pipesaver Technologies7240861031,500$00.00%
327SLS International7844291021,666$00.00%
328Two Rivers Wtr & Farming90207B10755$00.00%
329Lehman Bros Holding Inc5249081001,200$00.00%
330Cytogenix Inc Xxx23282510970$00.00%
331Nortell Networks Xxxx656568508333$00.00%