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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 Q4 2023 · Filed October 5, 2023 · Accession 0001140361-23-047143

Total Value
$201,439
Positions
322
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (322)

#IssuerTicker / CUSIPSharesValue% of Filing
1Jefferies Group Inc New472319102918,881$33,65916.71%
2Nvidia CorpNVDA14,075$6,1223.04%
3Apple Computer IncAAPL28,911$4,9502.46%
4Broadcom LtdAVGO5,172$4,2962.13%
5Microsoft CorpMSFT13,420$4,2372.10%
6Lilly Eli & CompanyLLY7,729$4,1512.06%
7Schwab Us Large Co Equities ETF80852420176,409$3,8661.92%
8Auto Data ProcessingADP16,050$3,8611.92%
9Amazon.Com IncAMZN25,265$3,2121.59%
10Alphabet Inc Class CGOOG24,230$3,1951.59%
11J P Morgan Chase & CoVYLD22,002$3,1911.58%
12Nextera EnergyNEE-PW54,768$3,1381.56%
13Accenture Ltd Cl AACN10,193$3,1301.55%
14Chevrontexaco CorpCVX18,103$3,0531.52%
15Oracle CorporationORCL-PD28,650$3,0351.51%
16Costco Wholesale Corp New22160K1055,348$3,0211.50%
17Hubbell IncHUBB9,040$2,8331.41%
18Home Depot IncHD9,198$2,7791.38%
19Johnson & JohnsonJNJ17,558$2,7351.36%
20Air Products & ChemicalsAIIR8,791$2,4911.24%
21Vitesse Energy IncVTS108,558$2,4851.23%
22Danaher Corp Del2358511029,731$2,4141.20%
23Procter & Gamble Co74271810916,552$2,4141.20%
24Amgen IncorporatedAMGN8,732$2,3471.17%
25Lennar CorpLEN-B20,746$2,3281.16%
26Abbott LaboratoriesABLZF23,508$2,2771.13%
27Texas Instruments Inc88250810414,245$2,2651.12%
28Analog Devices IncADI12,704$2,2241.10%
29Lockheed Martin CorpLMT5,164$2,1121.05%
30Merck & Co IncMRK19,803$2,0391.01%
31Emerson Electric CoEMR21,008$2,0291.01%
32Pepsico IncorporatedPEP11,809$2,0010.99%
33Cisco Systems IncCSCO36,647$1,9700.98%
34American Express CompanyAXP13,094$1,9530.97%
35Colgate-Palmolive CoCL27,327$1,9430.96%
36Exxon Mobil CorporationXOM15,885$1,8680.93%
37Constellation Brand Cl ASTZ7,330$1,8420.91%
38Archer Daniels Midland CompanyADM22,990$1,7340.86%
39Schwab US Dividend80852479723,395$1,6550.82%
40The Charles Schwab CorpSCHW-PJ29,000$1,5920.79%
41Intel CorpINTC43,799$1,5570.77%
42Interpublic Group Of CosINTR53,755$1,5410.77%
43General Mills Inc37033410424,000$1,5360.76%
44Corning IncGLW50,090$1,5260.76%
45Schwab Int'l High Div Stocks80852467266,365$1,5260.76%
46Sherwin-Williams CoSHW5,929$1,5120.75%
47Applied Materials Inc03822210510,652$1,4750.73%
48Fidelity Natl Finl Inc31620R10535,198$1,4540.72%
49AbbVie IncABBV9,546$1,4230.71%
50Spectrum Brands HldgSPB18,129$1,4200.70%
51Franklin Resources IncBEN56,940$1,4000.70%
52Northern TrustNTRSO19,270$1,3390.66%
53Target CorporationTGT11,888$1,3140.65%
54Aptiv PlcAPTV13,285$1,3100.65%
55Novartis Ag Spon ADRNVSEF12,608$1,2840.64%
56Us Bancorp Del NewUSB-PS37,741$1,2480.62%
57Caterpillar IncCAT4,467$1,2190.61%
58Citigroup IncC-PR29,253$1,2030.60%
59Ameresco IncAMRC28,745$1,1080.55%
60JP Morgan Ultra Short46641Q83721,045$1,0560.52%
61iShares S&P 500 Value4642874086,522$1,0030.50%
62Fidelity Natl Info Svcs31620M10614,600$8070.40%
63Mastercard IncMA2,035$8060.40%
64T Rowe Price Group IncTROW7,480$7840.39%
65ASML Holding NVASMLF1,293$7610.38%
66Wisconsin Energy9766571069,397$7570.38%
67Sysco CorporationSYY11,000$7270.36%
68A F L A C IncAFL9,235$7090.35%
69Tractor Supply CompanyTSCO3,201$6500.32%
703M CompanyMMM6,515$6100.30%
71Pfizer IncorporatedPFE18,386$6100.30%
72Verizon CommunicationsVZ18,398$5960.30%
73E O G Resources IncEOG4,595$5820.29%
74Invesco S&P 500 Equal Weight ETFIVZ4,065$5760.29%
75Morgan StanleyMS-PQ6,997$5710.28%
76Medtronic IncMDT6,985$5470.27%
77Shell PlcRYDAF7,305$4700.23%
78Vanguard Dividend9219088442,875$4470.22%
79Visa Inc Cl AV1,930$4440.22%
80Mc Cormick & Co Inc N-VtMKC-V5,862$4430.22%
81Schwab Us Small Co Equities ETF80852460710,488$4340.22%
82Trane Technologies PlcTT2,080$4220.21%
83iShares Core S&P 500 ETF464287200940$4040.20%
84Honeywell International4385161062,180$4030.20%
85Schwab International Equities ETF80852480511,350$3850.19%
86Alphabet Inc Class AGOOG2,800$3660.18%
87Chubb LtdCB1,735$3610.18%
88Thermo Fisher ScientificTMO705$3570.18%
89Coca-Cola CompanyKO6,292$3520.17%
90Perkinelmer IncRVTY3,150$3490.17%
91Ecolab IncECL2,052$3480.17%
92Boeing CoBA-PA1,741$3340.17%
93Berkshire Hathaway Cl BBRK-A945$3310.16%
94iShares Russell Midcap Index4642874994,600$3190.16%
95Mc Donalds CorpMCD1,184$3120.15%
96Chargepoint Hldgs IncCHPT62,790$3120.15%
97Carrier Global CorpCARR5,235$2890.14%
98Vanguard Growth9229087361,048$2850.14%
99Raytheon Technologies CorpRTX3,835$2760.14%
100Public Storage IncPSA-PS1,047$2760.14%
101Wells Fargo & Co New9497461016,375$2600.13%
102Mid Amer Apt Cmntys Inc.59522J1032,020$2600.13%
103Philip Morris Intl Inc7181721092,785$2580.13%
104Ametek Inc NewAME1,700$2510.12%
105Intrcontinentalexchange45866F1042,277$2510.12%
106Bristol-Myers Squibb CoCELG-RI4,190$2430.12%
107Avalonbay CommunitiesAWX1,350$2320.12%
108Nike Inc Class BNKE2,431$2320.12%
109Arthur J Gallagher&C363576109963$2190.11%
110Cannae Holdings IncCNNE11,731$2190.11%
111VentasVTR5,140$2170.11%
112Service Now IncNOW377$2110.10%
113Qualcomm IncQCOM1,865$2070.10%
114Amern Tower Corp Class AAMT1,233$2030.10%
115Royal Bank Canada7800871022,311$2020.10%
116Disney Walt Co2546871062,496$2020.10%
117Clorox CompanyCLX1,440$1890.09%
118Myr Group IncMYRG1,390$1870.09%
119Kla Tencor CorpKLAC400$1830.09%
120Union Pacific CorpUNP845$1720.09%
121D R Horton Co23331A1091,585$1700.08%
122Lam Research CorporationLRCX270$1690.08%
123Starbucks CorpSBUX1,815$1660.08%
124Entegris IncENTG1,700$1600.08%
125Arista Networks IncANET870$1600.08%
126Lennar CorpLEN-B1,555$1590.08%
127Sector SPDR Health Fund81369Y2091,225$1580.08%
128Jpmorgan Municipal Etf46641Q6473,000$1450.07%
129Valero Energy Corp NewVLO1,000$1420.07%
130Microchip Technology IncMCHPP1,780$1390.07%
131Sector SPDR Engy Select81369Y5061,540$1390.07%
132Vanguard Small Cap Fd922908595620$1330.07%
133Avery Dennison CorpAVY700$1280.06%
134iShares Mornstr Small Cap4642886043,270$1270.06%
135Sector SPDR Fincl Select81369Y6053,765$1250.06%
136Cigna CorpCI425$1220.06%
137Altria Group IncMO2,840$1190.06%
138Salesforce ComCRM585$1190.06%
139C V S CorpCVS1,690$1180.06%
140Ameriprise Financial Inc03076C106340$1120.06%
141Sector SPDR Indl Select81369Y7041,089$1100.05%
142Elevance HealthELV250$1090.05%
143Sterling ConstructionSTRL1,450$1070.05%
144Illumina IncILMN780$1070.05%
145Chipotle Mexican GrillCMG57$1040.05%
146ConocophillipsCOP824$990.05%
147Proshares S&P 500 Div Aristrocrats74348A4671,097$970.05%
148Mondelez Intl Inc Cl A6092071051,400$970.05%
149Teledyne TechnologiesTDY234$960.05%
150Kellogg CompanyBEKE1,600$950.05%
151Bank Of America Corp0605051043,485$950.05%
152Broadridge11133T103500$900.04%
153Proshares Msci Transform74347G7962,450$840.04%
154Meta Platforms IncMETA275$830.04%
155Stryker CorpSYK300$820.04%
156Halliburton Co Hldg CoHAL2,000$810.04%
157Vanguard Small Cap ETF922908751418$790.04%
158Flexshares Qual Div EtfFLEX1,300$730.04%
159Church & Dwight Co IncCHD777$710.04%
160iShares Dow Jones Select Dividend F464287168650$700.03%
161Streettracks Gold Trust IndexGLD400$690.03%
162Intl Business MachinesINTR485$680.03%
163Cardinal Health IncCAH780$680.03%
164F&G Annuities & Life IncFGSN2,393$670.03%
165Dow Chemical CompanyDOW1,275$660.03%
166Unitedhealth Group IncUNH125$630.03%
167Sector SPDR Technology Shares81369Y803375$610.03%
168Booz Allen HamiltonBAH550$600.03%
169Adobe Systems IncADBE115$590.03%
170Schwab Us Reit ETF8085248473,340$590.03%
171Blackrock Multi Sector Income TrustBLK4,100$590.03%
172iShares S&P Midcap 400 Index464287507230$570.03%
173United Parcel Service BUPS362$560.03%
174Deckers Outdoor CorpDECK100$510.03%
175Gilead Sciences IncGILD665$500.02%
176Paypal Holdings IncoPYPL850$500.02%
177Allstate CorporationALL-PJ413$460.02%
178Fifth Third BancorpD1,800$460.02%
179Becton Dickinson & CoBDX175$450.02%
180Mckesson CorporationMCK100$430.02%
181Lattice SemiconductrLSCC500$430.02%
182Baxter International Inc0718131091,100$420.02%
183Nrg Energy IncNRG1,000$390.02%
184Quanta Services Inc74762E102200$370.02%
185Palo Alto NetworksPANW150$350.02%
186Garmin LtdGRMN325$340.02%
187Tesla IncTSLA120$300.01%
188Workday IncWDAY140$300.01%
189Kimberly-Clark CorpKMB240$290.01%
190Global Payments Inc37940X102250$290.01%
191Clean Energy FuelsCLNE7,455$290.01%
192Duke Energy Corp NewDUKB313$280.01%
193Cincinnati Finl172062101270$280.01%
194Amer Electric Pwr Co025537101360$270.01%
195Waste ConnectionsincWCN200$270.01%
196Monolithic Power Sys60983910555$250.01%
197Evercore IncEVR175$240.01%
198Fiserv IncFISV200$230.01%
199Vaneck Vectors BDC Income ETF92189F4111,450$230.01%
200TransunionTRU325$230.01%
201Jabil IncJBL175$220.01%
202Taiwan Semiconductr874039100253$220.01%
203Cabot Oil & GasCTRA802$220.01%
204The Trade Desk Inc88339J105275$210.01%
205Fedex CorporationFDX77$200.01%
206Kulicke & Soffa Inds501242101400$190.01%
207Deere & CompanyCI50$190.01%
208Intuitive SurgicalISRG60$180.01%
209Proshares Ultrapro Short74347G432900$180.01%
210Lpl Finl Hldgs50212V10075$180.01%
211Paychex IncPAYX160$180.01%
212Heico CorpHEI-A110$180.01%
213Vertex PharmaceuticalVRTX50$170.01%
214iShares S&P Asia 50464288430300$170.01%
215Kraft Heinz CompanyKHC470$160.01%
216Lamb Weston HoldingsLW176$160.01%
217iShares Exponential Tech ETF46434V381300$160.01%
218American Intl Group Inc026874107250$150.01%
219Netease IncNETTF150$150.01%
220Advanced Micro DevicesAMD150$150.01%
221Ares Management CorpARES-PB150$150.01%
222Wolfspeed IncWOLF400$150.01%
223Booking Holdings IncBKNG5$150.01%
224Capital One Financial Cp14040H105150$150.01%
225S J W GroupHTO250$150.01%
226Genuine Parts CoGPC100$140.01%
227Estee Lauder Co Inc Cl A518439104100$140.01%
228Otis Worldwide CorpOTIS175$140.01%
229iShares Silver TrustSLV640$130.01%
230Biomarin PharmaceutlBMRN147$130.01%
231O Reilly Automotive New67103H10714$130.01%
232Goldman Sachs Group IncGSCE40$130.01%
233Hewlett-Packard CompanyHPE-PC470$120.01%
234Biogen Idec IncBIIB46$120.01%
235PNC Finl Services Gp Inc693475105101$120.01%
236AT&TT-PC790$120.01%
237AstrazenecaAZN175$120.01%
238Netflix IncNFLX30$110.01%
239St Joe CompanyJOE200$110.01%
240D T E Energy CompanyDTK115$110.01%
241Pbf Energy IncPBF200$110.01%
242Citizens Finl Group IncCIA400$110.01%
243Eastman Chemical CoEMN135$100.00%
244Oneok IncOKE150$100.00%
245Diageo Plc New ADRDGEAF70$100.00%
246Olin CorpOLN200$100.00%
247Occidental Petroleum Corp674599105150$100.00%
248Pulte Homes Inc745867101125$90.00%
249Masimo CorpMASI100$90.00%
250Invesco S&P 500 EqualIVZ300$90.00%
251Inmode LtdINMD300$90.00%
252Sempra EnergySREA130$90.00%
253Gladstone Capital CorpGLAD800$80.00%
254Lvmh Moet Hennessy Louis Vuitton50244130651$80.00%
255Schlumberger LtdSLB145$80.00%
256Wisdomtree US Qlt DivWT130$80.00%
257General Electric CompanyGE68$80.00%
258Hercules Capital IncHCXY500$80.00%
259Vestas Wind Sys A/ OrdK9773J128325$70.00%
260Mattel IncorporatedMAT320$70.00%
261Roku IncROKU100$70.00%
262Jones Lang LasalleJLL50$70.00%
263Suncor Energy IncSU200$70.00%
264Grayscale Bitcoin Trust BtcGBTC320$60.00%
265Carnival Corp NewCUKPF425$60.00%
266iShares Russell 2000 Index46428765535$60.00%
267Zoominfo Technologies InGTM300$50.00%
268Jack In The Box IncJACK70$50.00%
269Fisker Inc33813J106750$50.00%
270Mosaic CompanyMOS140$50.00%
271Rockwell Automation IncROK18$50.00%
272Global X Copper Miners37954Y830115$40.00%
273Cleveland-Cliffs IncCLF265$40.00%
274Ford Motor Company New345370860325$40.00%
275Freeport McMoranFCX120$40.00%
276Dominion Resources Inc NewD100$40.00%
277Johnson Controls International PlcG5150210570$40.00%
278Global X Lithium37954Y85565$40.00%
279Vanguard Small Cap Value92290861119$30.00%
280Norwegian Cruise LinesNCLH180$30.00%
281Teladoc IncTDOC150$30.00%
282Immunitybio IncIBRX1,500$30.00%
283Pricesmart IncPSMT35$30.00%
284Northern Star Reso OrdNTRSO500$30.00%
285Globus Medical IncGMED48$20.00%
286One Stop Systems IncOSS925$20.00%
287Vgd Short Term Corp Bond ETF92206C40925$20.00%
288Rivian Automotive IncRIVN55$10.00%
289Green Thumb Inds IncGTBIF101$10.00%
290Upstart Hldgs IncUPST25$10.00%
291Warner Brothers DiscoverWBD72$10.00%
292Affirm Hldgs IncAFRM40$10.00%
293Kyndryl HoldingsKD70$10.00%
294Exelon CorporationEXC16$10.00%
295Digital World AcquisitioDJTWW50$10.00%
296Vistra Energy CorpVST35$10.00%
297Solid Power IncSLDPW390$10.00%
298Ishares Global46428837225$10.00%
299Organon & CoOGN72$10.00%
300Constellation Energy CoCEG5$10.00%
301Sabra Health Care Reit IncSBRA62$10.00%
302Pacwest Bancorp695263103120$10.00%
303Quantumscape CorpQS107$10.00%
304Smartrent IncSMRT100$00.00%
305Allogene Therapeutics InALLO100$00.00%
306Wheels Up Experience IWSUPW25$00.00%
307First Majestic SilverAG29$00.00%
308First Trust Ise Global Wind33736G10625$00.00%
309Viatris IncVTRS37$00.00%
310Vanguard Reit ETF9229085531$00.00%
311Two Rivers Wtr & Farming90207B10755$00.00%
312Treasury Metals Inc894647825438$00.00%
313Svb Finl Group78486Q10135$00.00%
314Strattec Security CorpSTRT20$00.00%
315Sprott Junior GoldSII12$00.00%
316Sprott Gold Miners EtfSII20$00.00%
317Cytogenix Inc Xxx23282510970$00.00%
318SLS International7844291021,666$00.00%
319Pipesaver Technologies7240861031,500$00.00%
320Nortell Networks Xxxx656568508333$00.00%
321Mosaic ImmunoengineeringCPMV1$00.00%
322Lehman Bros Holding Inc5249081001,200$00.00%