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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 Q3 2023 · Filed July 19, 2023 · Accession 0001140361-23-035170

Total Value
$205.9M
Positions
327
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (327)

#IssuerTicker / CUSIPSharesValue% of Filing
1Jefferies Group Inc New472319102918,881$30.5M14.81%
2Nvidia CorpNVDA15,120$6.4M3.11%
3Apple Computer IncAAPL29,152$5.7M2.75%
4Microsoft CorpMSFT13,386$4.6M2.21%
5Broadcom LtdAVGO5,214$4.5M2.20%
6Nextera EnergyNEE-PW54,548$4.0M1.97%
7Schwab Us Large Co Equities ETF80852420175,209$3.9M1.91%
8Lilly Eli & CompanyLLY7,992$3.7M1.82%
9Auto Data ProcessingADP16,078$3.5M1.72%
10Oracle CorporationORCL-PD28,870$3.4M1.67%
11Amazon.Com IncAMZN25,265$3.3M1.60%
12Accenture Ltd Cl AACN10,185$3.1M1.53%
13J P Morgan Chase & CoVYLD21,392$3.1M1.51%
14Hubbell IncHUBB9,206$3.1M1.48%
15Alphabet Inc Class CGOOG24,360$2.9M1.43%
16Johnson & JohnsonJNJ17,534$2.9M1.41%
17Costco Wholesale Corp New22160K1055,356$2.9M1.40%
18Chevrontexaco CorpCVX18,166$2.9M1.39%
19Home Depot IncHD9,167$2.8M1.38%
20Air Products & ChemicalsAIIR8,842$2.6M1.29%
21Lennar CorpLEN-B20,991$2.6M1.28%
22Abbott LaboratoriesABLZF23,540$2.6M1.25%
23Texas Instruments Inc88250810414,220$2.6M1.24%
24Procter & Gamble Co74271810916,558$2.5M1.22%
25Analog Devices IncADI12,816$2.5M1.21%
26Vitesse Energy IncVTS108,558$2.4M1.18%
27Danaher Corp Del2358511029,773$2.3M1.14%
28Lockheed Martin CorpLMT5,074$2.3M1.13%
29Merck & Co IncMRK19,878$2.3M1.11%
30American Express CompanyAXP13,140$2.3M1.11%
31Pepsico IncorporatedPEP11,882$2.2M1.07%
32Colgate-Palmolive CoCL27,447$2.1M1.03%
33Interpublic Group Of CosINTR53,945$2.1M1.01%
34Emerson Electric CoEMR21,173$1.9M0.93%
35Cisco Systems IncCSCO36,874$1.9M0.93%
36Amgen IncorporatedAMGN8,420$1.9M0.91%
37General Mills Inc37033410424,000$1.8M0.89%
38Constellation Brand Cl ASTZ7,368$1.8M0.88%
39Schwab US Dividend80852479724,876$1.8M0.88%
40Corning IncGLW50,270$1.8M0.86%
41Archer Daniels Midland CompanyADM23,075$1.7M0.85%
42Exxon Mobil CorporationXOM15,970$1.7M0.83%
43The Charles Schwab CorpSCHW-PJ28,835$1.6M0.79%
44Schwab Int'l High Div Stocks80852467267,970$1.6M0.79%
45Target CorporationTGT12,308$1.6M0.79%
46Sherwin-Williams CoSHW5,966$1.6M0.77%
47Applied Materials Inc03822210510,677$1.5M0.75%
48Franklin Resources IncBEN56,665$1.5M0.74%
49Intel CorpINTC44,264$1.5M0.72%
50Northern TrustNTRSO19,145$1.4M0.69%
51Spectrum Brands HldgSPB18,129$1.4M0.69%
52Aptiv PlcAPTV13,405$1.4M0.66%
53Ameresco IncAMRC27,825$1.4M0.66%
54Citigroup IncC-PR29,343$1.4M0.66%
55AbbVie IncABBV9,588$1.3M0.63%
56Us Bancorp Del NewUSB-PS38,816$1.3M0.62%
57Novartis Ag Spon ADRNVSEF12,608$1.3M0.62%
58Fidelity Natl Finl Inc31620R10535,198$1.3M0.62%
59Caterpillar IncCAT4,517$1.1M0.54%
60iShares S&P 500 Value4642874086,732$1.1M0.53%
61ASML Holding NVASMLF1,293$937,1020.46%
62Verizon CommunicationsVZ24,170$898,8820.44%
63Wisconsin Energy9766571069,397$829,1910.40%
64Sysco CorporationSYY11,030$818,4260.40%
65T Rowe Price Group IncTROW7,197$806,2080.39%
66Mastercard IncMA2,035$800,3660.39%
67Fidelity Natl Info Svcs31620M10614,600$798,6200.39%
68Chargepoint Hldgs IncCHPT82,365$723,9880.35%
69Tractor Supply CompanyTSCO3,201$707,7410.34%
703M CompanyMMM6,645$665,0980.32%
71Pfizer IncorporatedPFE17,961$658,8090.32%
72Black Knight Inc Xxx092STK01110,792$644,6060.31%
73A F L A C IncAFL9,235$644,6030.31%
74Medtronic IncMDT6,985$615,3790.30%
75Morgan StanleyMS-PQ6,757$577,0480.28%
76Invesco S&P 500 Equal Weight ETFIVZ3,655$546,9340.27%
77Mc Cormick & Co Inc N-VtMKC-V5,862$511,3420.25%
78E O G Resources IncEOG4,395$502,9640.24%
79Visa Inc Cl AV1,930$458,3360.22%
80Schwab Us Small Co Equities ETF80852460710,303$451,2710.22%
81Honeywell International4385161062,130$441,9750.21%
82Shell PlcRYDAF7,305$441,0760.21%
83Vanguard Dividend9219088442,625$426,3790.21%
84Schwab International Equities ETF80852480511,350$404,6280.20%
85Trane Technologies PlcTT2,080$397,8210.19%
86Thermo Fisher ScientificTMO755$393,9210.19%
87Ecolab IncECL2,052$383,0880.19%
88Coca-Cola CompanyKO6,292$378,9040.18%
89Perkinelmer IncRVTY3,150$374,1890.18%
90Raytheon Technologies CorpRTX3,785$370,7790.18%
91Boeing CoBA-PA1,741$367,6300.18%
92Amerisourcebergen CorpAMT1,840$354,0710.17%
93Mc Donalds CorpMCD1,184$353,3170.17%
94Chubb LtdCB1,785$343,7200.17%
95iShares Russell Midcap Index4642874994,600$335,9380.16%
96Alphabet Inc Class AGOOG2,800$335,1600.16%
97Berkshire Hathaway Cl BBRK-A945$322,2450.16%
98iShares Core S&P 500 ETF464287200712$317,3460.15%
99Mid Amer Apt Cmntys Inc.59522J1032,020$306,7570.15%
100Public Storage IncPSA-PS1,047$305,5980.15%
101Vanguard Growth9229087361,048$296,5420.14%
102Ametek Inc NewAME1,700$275,1960.13%
103Philip Morris Intl Inc7181721092,785$271,8720.13%
104Bristol-Myers Squibb CoCELG-RI4,190$267,9510.13%
105Illumina IncILMN1,390$260,6110.13%
106Amern Tower Corp Class AAMT1,333$258,5220.13%
107Avalonbay CommunitiesAWX1,350$255,5150.12%
108Nike Inc Class BNKE2,231$246,2350.12%
109Carrier Global CorpCARR4,935$245,3190.12%
110Wells Fargo & Co New9497461015,725$244,3430.12%
111VentasVTR5,140$242,9680.12%
112Cannae Holdings IncCNNE11,731$237,0840.12%
113Disney Walt Co2546871062,596$231,7710.11%
114Clorox CompanyCLX1,440$229,0180.11%
115Qualcomm IncQCOM1,865$222,0100.11%
116Royal Bank Canada7800871022,311$220,7240.11%
117Service Now IncNOW377$211,8630.10%
118Arthur J Gallagher&C363576109963$211,4460.10%
119Kla Tencor CorpKLAC400$194,0080.09%
120D R Horton Co23331A1091,585$192,8790.09%
121Myr Group IncMYRG1,390$192,2930.09%
122Entegris IncENTG1,700$188,3940.09%
123Starbucks CorpSBUX1,825$180,7850.09%
124Lennar CorpLEN-B1,555$175,6840.09%
125Lam Research CorporationLRCX270$173,5720.08%
126Union Pacific CorpUNP845$172,9040.08%
127Sector SPDR Health Fund81369Y2091,225$162,5940.08%
128Microchip Technology IncMCHPP1,780$159,4700.08%
129Vanguard Small Cap Fd922908595620$142,4390.07%
130Arista Networks IncANET870$140,9920.07%
131iShares Mornstr Small Cap4642886043,270$135,4110.07%
132JP Morgan Ultra Short46641Q8372,695$135,1270.07%
133Altria Group IncMO2,840$128,6520.06%
134Sector SPDR Fincl Select81369Y6053,765$126,9180.06%
135Sector SPDR Engy Select81369Y5061,540$125,0020.06%
136Salesforce ComCRM585$123,5870.06%
137Chipotle Mexican GrillCMG57$121,9230.06%
138Avery Dennison CorpAVY700$120,2600.06%
139Cigna CorpCI425$119,2550.06%
140Sector SPDR Indl Select81369Y7041,089$116,8710.06%
141C V S CorpCVS1,690$116,8300.06%
142Elevance HealthELV250$111,0730.05%
143Kellogg CompanyBEKE1,600$107,8400.05%
144Valero Energy Corp NewVLO900$105,5700.05%
145Proshares S&P 500 Div Aristrocrats74348A4671,097$103,4330.05%
146Mondelez Intl Inc Cl A6092071051,400$102,1160.05%
147Jpmorgan Municipal Etf46641Q6472,000$100,4600.05%
148Bank Of America Corp0605051043,485$99,9850.05%
149Teledyne TechnologiesTDY234$96,2000.05%
150Proshares Msci Transform74347G7962,525$92,7310.05%
151Stryker CorpSYK300$91,5270.04%
152Ameriprise Financial Inc03076C106275$91,3440.04%
153ConocophillipsCOP824$85,3750.04%
154Vanguard Small Cap ETF922908751418$83,1360.04%
155Broadridge11133T103500$82,8150.04%
156Sterling ConstructionSTRL1,450$80,9100.04%
157Cardinal Health IncCAH830$78,4930.04%
158Church & Dwight Co IncCHD777$77,8790.04%
159Flexshares Qual Div EtfFLEX1,300$75,1270.04%
160iShares Dow Jones Select Dividend F464287168650$73,6450.04%
161Streettracks Gold Trust IndexGLD400$71,3080.03%
162United Parcel Service BUPS379$67,9360.03%
163Dow Chemical CompanyDOW1,275$67,9070.03%
164Halliburton Co Hldg CoHAL2,000$65,9800.03%
165Schwab Us Reit ETF8085248473,340$65,2300.03%
166Sector SPDR Technology Shares81369Y803375$65,1980.03%
167Intl Business MachinesINTR485$64,8980.03%
168Allstate CorporationALL-PJ583$63,5700.03%
169Booz Allen HamiltonBAH550$61,3800.03%
170iShares S&P Midcap 400 Index464287507230$60,1400.03%
171Unitedhealth Group IncUNH125$60,0800.03%
172F&G Annuities & Life IncFGSN2,393$59,2990.03%
173Blackrock Multi Sector Income TrustBLK4,100$58,9170.03%
174Becton Dickinson & CoBDX215$56,7620.03%
175Adobe Systems IncADBE115$56,2340.03%
176Gilead Sciences IncGILD665$51,2520.02%
177Baxter International Inc0718131091,100$50,1160.02%
178Lattice SemiconductrLSCC500$48,0350.02%
179Paypal Holdings IncoPYPL700$46,7110.02%
180Mckesson CorporationMCK100$42,7310.02%
181Quanta Services Inc74762E102200$39,2900.02%
182Palo Alto NetworksPANW150$38,3270.02%
183Nrg Energy IncNRG1,000$37,3900.02%
184Clean Energy FuelsCLNE7,455$36,9770.02%
185Fifth Third BancorpD1,400$36,6940.02%
186Garmin LtdGRMN325$33,8770.02%
187Kimberly-Clark CorpKMB240$33,1340.02%
188Workday IncWDAY140$31,6250.02%
189Amer Electric Pwr Co025537101360$30,3120.01%
190Monolithic Power Sys60983910555$29,7130.01%
191Waste ConnectionsincWCN200$28,5860.01%
192Duke Energy Corp NewDUKB313$28,0890.01%
193Deckers Outdoor CorpDECK50$26,3830.01%
194Cincinnati Finl172062101270$26,2760.01%
195Tesla IncTSLA100$26,1770.01%
196Taiwan Semiconductr874039100253$25,5330.01%
197TransunionTRU325$25,4570.01%
198Fiserv IncFISV200$25,2300.01%
199Global Payments Inc37940X102250$24,6300.01%
200Kulicke & Soffa Inds501242101400$23,7800.01%
201Vaneck Vectors BDC Income ETF92189F4111,450$22,2720.01%
202Evercore IncEVR175$21,6280.01%
203Facebook Inc Class AMETA75$21,5240.01%
204The Trade Desk Inc88339J105275$21,2360.01%
205Intuitive SurgicalISRG60$20,5160.01%
206Cabot Oil & GasCTRA802$20,2910.01%
207Deere & CompanyCI50$20,2600.01%
208Lamb Weston HoldingsLW176$20,2310.01%
209Estee Lauder Co Inc Cl A518439104100$19,6380.01%
210Heico CorpHEI-A110$19,4630.01%
211Fedex CorporationFDX77$19,0880.01%
212Jabil IncJBL175$18,8880.01%
213Paychex IncPAYX160$17,8990.01%
214iShares S&P Asia 50464288430300$17,8770.01%
215Vertex PharmaceuticalVRTX50$17,5960.01%
216S J W GroupHTO250$17,5280.01%
217Advanced Micro DevicesAMD150$17,0870.01%
218Proshares Ultrapro Short74347G432900$17,0190.01%
219Genuine Parts CoGPC100$16,9230.01%
220Kraft Heinz CompanyKHC470$16,6850.01%
221iShares Exponential Tech ETF46434V381300$16,6800.01%
222Masimo CorpMASI100$16,4550.01%
223Capital One Financial Cp14040H105150$16,4060.01%
224Lpl Finl Hldgs50212V10075$16,3070.01%
225Otis Worldwide CorpOTIS175$15,5770.01%
226Hershey CoHSY60$14,9820.01%
227Netease IncNETTF150$14,5040.01%
228Ares Management CorpARES-PB150$14,4530.01%
229Hewlett-Packard CompanyHPE-PC470$14,4340.01%
230American Intl Group Inc026874107250$14,3850.01%
231Wolfspeed IncWOLF250$13,8980.01%
232Booking Holdings IncBKNG5$13,5020.01%
233O Reilly Automotive New67103H10714$13,3740.01%
234iShares Silver TrustSLV640$13,3700.01%
235Netflix IncNFLX30$13,2150.01%
236Biogen Idec IncBIIB46$13,1030.01%
237Goldman Sachs Group IncGSCE40$12,9020.01%
238Biomarin PharmaceutlBMRN147$12,7420.01%
239PNC Finl Services Gp Inc693475105101$12,7210.01%
240Wisdomtree US Qlt DivWT190$12,6650.01%
241D T E Energy CompanyDTK115$12,6520.01%
242AT&TT-PC790$12,6010.01%
243AstrazenecaAZN175$12,5250.01%
244Diageo Plc New ADRDGEAF70$12,1440.01%
245Eastman Chemical CoEMN135$11,3020.01%
246Inmode LtdINMD300$11,2050.01%
247Citizens Finl Group IncCIA400$10,4320.01%
248Olin CorpOLN200$10,2780.00%
249Invesco S&P 500 EqualIVZ60$10,0450.00%
250Pulte Homes Inc745867101125$9,7100.00%
251St Joe CompanyJOE200$9,6680.00%
252Lvmh Moet Hennessy Louis Vuitton50244130651$9,6310.00%
253Sempra EnergySREA65$9,4630.00%
254Oneok IncOKE150$9,2580.00%
255Occidental Petroleum Corp674599105150$8,8200.00%
256Newmont Mining CorpNEMCL203$8,6600.00%
257Vestas Wind Sys A/ OrdK9773J128325$8,6450.00%
258Pbf Energy IncPBF200$8,1880.00%
259Carnival Corp NewCUKPF425$8,0030.00%
260Gladstone Capital CorpGLAD800$7,8080.00%
261Jones Lang LasalleJLL50$7,7900.00%
262General Electric CompanyGE68$7,4700.00%
263Hercules Capital IncHCXY500$7,4000.00%
264Univar Solutions Inc91336L107200$7,1680.00%
265Schlumberger LtdSLB145$7,1220.00%
266Jack In The Box IncJACK70$6,8270.00%
267iShares Russell 2000 Index46428765535$6,5540.00%
268Roku IncROKU100$6,3960.00%
269Mattel IncorporatedMAT320$6,2530.00%
270Grayscale Bitcoin Trust BtcGBTC320$6,1410.00%
271Green Thumb Inds IncGTBIF801$6,1040.00%
272Rockwell Automation IncROK18$5,9300.00%
273Suncor Energy IncSU200$5,8640.00%
274Dominion Resources Inc NewD100$5,1790.00%
275Ford Motor Company New345370860325$4,9170.00%
276Mosaic CompanyMOS140$4,9000.00%
277Freeport McMoranFCX120$4,8000.00%
278Johnson Controls International PlcG5150210570$4,7700.00%
279Cleveland-Cliffs IncCLF265$4,4410.00%
280Global X Copper Miners37954Y830115$4,3300.00%
281Fisker Inc33813J106750$4,2300.00%
282Global X Lithium37954Y85565$4,2260.00%
283Immunitybio IncIBRX1,500$4,1700.00%
284Northern Star Reso OrdNTRSO500$4,0270.00%
285Norwegian Cruise LinesNCLH180$3,9190.00%
286Teladoc IncTDOC150$3,7980.00%
287Vanguard Small Cap Value92290861119$3,1430.00%
288Pan Amern Silver Corp697900108200$2,9160.00%
289Nuvasive Inc NewNU65$2,7030.00%
290One Stop Systems IncOSS925$2,6550.00%
291Pricesmart IncPSMT35$2,5920.00%
292Vgd Short Term Corp Bond ETF92206C40925$1,8920.00%
293Organon & CoOGN72$1,4980.00%
294Zoominfo Technologies InGTM50$1,2700.00%
295Ishares Global46428837225$1,1740.00%
296Solid Power IncSLDPW390$9910.00%
297Pacwest Bancorp695263103120$9780.00%
298Kyndryl HoldingsKD70$9300.00%
299Vistra Energy CorpVST35$9190.00%
300Warner Brothers DiscoverWBD72$9030.00%
301Upstart Hldgs IncUPST25$8950.00%
302Quantumscape CorpQS107$8550.00%
303Sabra Health Care Reit IncSBRA62$7300.00%
304Rivian Automotive IncRIVN40$6660.00%
305Exelon CorporationEXC16$6520.00%
306Digital World AcquisitioDJTWW50$6280.00%
307Affirm Hldgs IncAFRM40$6130.00%
308Sprott Gold Miners EtfSII20$5070.00%
309Allogene Therapeutics InALLO100$4970.00%
310Constellation Energy CoCEG5$4580.00%
311First Trust Ise Global Wind33736G10625$4370.00%
312Smartrent IncSMRT100$3830.00%
313Viatris IncVTRS37$3690.00%
314Strattec Security CorpSTRT20$3640.00%
315Sprott Junior GoldSII12$3360.00%
316First Majestic SilverAG29$1640.00%
317Vanguard Reit ETF9229085531$900.00%
318Treasury Metals Inc894647825438$880.00%
319Wheels Up Experience IWSUPW25$290.00%
320Svb Finl Group78486Q10135$180.00%
321Mosaic ImmunoengineeringCPMV1$10.00%
322Nortell Networks Xxxx656568508333$00.00%
323SLS International7844291021,666$00.00%
324Lehman Bros Holding Inc5249081001,200$00.00%
325Two Rivers Wtr & Farming90207B10755$00.00%
326Pipesaver Technologies7240861031,500$00.00%
327Cytogenix Inc Xxx23282510970$00.00%