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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 2024 · Filed April 18, 2024 · Accession 0001140361-24-020456

Total Value
$235,128
Positions
318
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (318)

#IssuerTicker / CUSIPSharesValue% of Filing
1Jefferies Group Inc New472319102918,881$40,52317.23%
2Nvidia CorpNVDA10,391$9,3893.99%
3Broadcom LtdAVGO4,838$6,4122.73%
4Lilly Eli & CompanyLLY7,378$5,7402.44%
5Microsoft CorpMSFT13,075$5,5012.34%
6Schwab Us Large Co Equities ETF80852420180,221$4,9792.12%
7Apple Computer IncAAPL27,330$4,6871.99%
8Amazon.Com IncAMZN25,390$4,5801.95%
9J P Morgan Chase & CoVYLD21,594$4,3251.84%
10Costco Wholesale Corp New22160K1055,542$4,0601.73%
11Auto Data ProcessingADP15,900$3,9711.69%
12Alphabet Inc Class CGOOG24,585$3,7431.59%
13Nextera EnergyNEE-PW56,718$3,6251.54%
14Hubbell IncHUBB8,680$3,6031.53%
15Oracle CorporationORCL-PD27,875$3,5011.49%
16Lennar CorpLEN-B20,236$3,4801.48%
17Home Depot IncHD9,060$3,4751.48%
18Accenture Ltd Cl AACN10,011$3,4701.48%
19American Express CompanyAXP13,477$3,0691.31%
20Chevrontexaco CorpCVX18,083$2,8521.21%
21Johnson & JohnsonJNJ17,108$2,7061.15%
22Procter & Gamble Co74271810916,192$2,6271.12%
23Abbott LaboratoriesABLZF22,678$2,5781.10%
24Vitesse Energy IncVTS108,558$2,5761.10%
25Merck & Co IncMRK19,453$2,5671.09%
26Analog Devices IncADI12,644$2,5011.06%
27Applied Materials Inc03822210512,007$2,4761.05%
28Colgate-Palmolive CoCL27,132$2,4431.04%
29Danaher Corp Del2358511029,776$2,4411.04%
30Amgen IncorporatedAMGN8,536$2,4271.03%
31Emerson Electric CoEMR20,633$2,3401.00%
32Air Products & ChemicalsAIIR8,981$2,1760.93%
33The Charles Schwab CorpSCHW-PJ29,635$2,1440.91%
34Lockheed Martin CorpLMT4,704$2,1400.91%
35Pepsico IncorporatedPEP11,654$2,0400.87%
36Target CorporationTGT11,388$2,0180.86%
37Texas Instruments Inc88250810411,390$1,9840.84%
38Sherwin-Williams CoSHW5,699$1,9790.84%
39Constellation Brand Cl ASTZ7,175$1,9500.83%
40Caterpillar IncCAT5,287$1,9370.82%
41Intel CorpINTC42,974$1,8980.81%
42Exxon Mobil CorporationXOM16,230$1,8870.80%
43Fidelity Natl Finl Inc31620R10535,198$1,8690.79%
44Schwab US Dividend80852479722,720$1,8320.78%
45Cisco Systems IncCSCO35,912$1,7920.76%
46AbbVie IncABBV9,546$1,7380.74%
47General Mills Inc37033410424,824$1,7370.74%
48Corning IncGLW51,430$1,6950.72%
49Citigroup IncC-PR26,038$1,6470.70%
50Spectrum Brands HldgSPB18,129$1,6140.69%
51Schwab Int'l High Div Stocks80852467264,218$1,5580.66%
52ASML Holding NVASMLF1,588$1,5410.66%
53Interpublic Group Of CosINTR47,150$1,5390.65%
54Northern TrustNTRSO16,110$1,4330.61%
55Franklin Resources IncBEN49,380$1,3880.59%
56Novartis Ag Spon ADRNVSEF13,208$1,2780.54%
57iShares S&P 500 Value4642874086,595$1,2320.52%
58Fidelity Natl Info Svcs31620M10614,600$1,0830.46%
59JP Morgan Ultra Short46641Q83721,185$1,0690.45%
60Mastercard IncMA1,960$9440.40%
61T Rowe Price Group IncTROW7,185$8760.37%
62Sysco CorporationSYY10,570$8580.36%
63Wisconsin Energy97665710610,390$8530.36%
64A F L A C IncAFL9,235$7930.34%
65Tractor Supply CompanyTSCO3,001$7850.33%
66Us Bancorp Del NewUSB-PS16,803$7510.32%
67Invesco S&P 500 Equal Weight ETFIVZ4,190$7100.30%
68Morgan StanleyMS-PQ7,147$6730.29%
69Verizon CommunicationsVZ16,015$6720.29%
70Trane Technologies PlcTT2,080$6240.27%
71E O G Resources IncEOG4,465$5710.24%
723M CompanyMMM5,355$5680.24%
73Vanguard Dividend9219088443,025$5520.23%
74Visa Inc Cl AV1,930$5390.23%
75Archer Daniels Midland CompanyADM8,300$5210.22%
76Pfizer IncorporatedPFE18,680$5180.22%
77iShares Core S&P 500 ETF464287200985$5180.22%
78Shell PlcRYDAF7,305$4900.21%
79Ecolab IncECL2,052$4740.20%
80Schwab Us Small Co Equities ETF8085246079,610$4730.20%
81Chubb LtdCB1,735$4500.19%
82Salesforce ComCRM1,495$4500.19%
83Alphabet Inc Class AGOOG2,875$4340.18%
84Schwab International Equities ETF80852480510,756$4200.18%
85Berkshire Hathaway Cl BBRK-A945$3970.17%
86iShares Russell Midcap Index4642874994,600$3870.16%
87Raytheon Technologies CorpRTX3,835$3740.16%
88Parker-Hannifin CorpPH665$3700.16%
89Medtronic IncMDT4,250$3700.16%
90Wells Fargo & Co New9497461016,375$3690.16%
91Vanguard Growth9229087361,048$3610.15%
92Coca-Cola CompanyKO5,892$3600.15%
93Mc Donalds CorpMCD1,184$3340.14%
94Perkinelmer IncRVTY3,150$3310.14%
95Service Now IncNOW432$3290.14%
96Intrcontinentalexchange45866F1042,277$3130.13%
97Ametek Inc NewAME1,700$3110.13%
98Carrier Global CorpCARR5,275$3070.13%
99Disney Walt Co2546871062,496$3050.13%
100Kla Tencor CorpKLAC400$2790.12%
101Public Storage IncPSA-PS952$2760.12%
102Cannae Holdings IncCNNE11,731$2610.11%
103Avalonbay CommunitiesAWX1,400$2600.11%
104Honeywell International4385161061,255$2580.11%
105Lam Research CorporationLRCX265$2570.11%
106D R Horton Co23331A1091,560$2570.11%
107Arista Networks IncANET870$2520.11%
108Qualcomm IncQCOM1,455$2460.10%
109Mc Cormick & Co Inc N-VtMKC-V3,200$2460.10%
110Mid Amer Apt Cmntys Inc.59522J1031,850$2430.10%
111Lennar CorpLEN-B1,555$2400.10%
112Myr Group IncMYRG1,350$2390.10%
113Entegris IncENTG1,700$2390.10%
114Philip Morris Intl Inc7181721092,585$2370.10%
115Meta Platforms IncMETA480$2330.10%
116Cardinal Health IncCAH2,080$2330.10%
117Nike Inc Class BNKE2,431$2280.10%
118Royal Bank Canada7800871022,248$2270.10%
119Clorox CompanyCLX1,440$2200.09%
120Amern Tower Corp Class AAMT1,083$2140.09%
121VentasVTR4,805$2090.09%
122Union Pacific CorpUNP845$2080.09%
123Jpmorgan Municipal Etf46641Q6474,000$2030.09%
124Arthur J Gallagher&C363576109756$1890.08%
125Bristol-Myers Squibb CoCELG-RI3,440$1870.08%
126Veralto CorpVLTO2,074$1840.08%
127Sector SPDR Health Fund81369Y2091,210$1790.08%
128Valero Energy Corp NewVLO1,000$1710.07%
129Starbucks CorpSBUX1,815$1660.07%
130Chipotle Mexican GrillCMG57$1660.07%
131Vanguard Small Cap Fd922908595620$1620.07%
132Sterling ConstructionSTRL1,450$1600.07%
133Avery Dennison CorpAVY700$1560.07%
134Cigna CorpCI425$1540.07%
135Sector SPDR Fincl Select81369Y6053,612$1520.06%
136iShares Mornstr Small Cap4642886043,270$1520.06%
137Mckesson CorporationMCK280$1500.06%
138Ameriprise Financial Inc03076C106340$1490.06%
139Bank Of America Corp0605051043,785$1440.06%
140Thermo Fisher ScientificTMO245$1420.06%
141Ares Capital CorpARCC6,800$1420.06%
142Sector SPDR Indl Select81369Y7041,035$1300.06%
143Elevance HealthELV250$1300.06%
144Altria Group IncMO2,740$1200.05%
145Allstate CorporationALL-PJ663$1150.05%
146Stryker CorpSYK300$1070.05%
147ConocophillipsCOP824$1050.04%
148Proshares Msci Transform74347G7962,450$1020.04%
149Broadridge11133T103500$1020.04%
150Proshares S&P 500 Div Aristrocrats74348A467992$1010.04%
151Teledyne TechnologiesTDY234$1000.04%
152F&G Annuities & Life IncFGSN2,393$970.04%
153Mondelez Intl Inc Cl A6092071051,380$970.04%
154Vanguard Small Cap ETF922908751418$960.04%
155Deckers Outdoor CorpDECK100$940.04%
156Intl Business MachinesINTR485$930.04%
157Wingstop IncWING250$920.04%
158KellanovaBEKE1,600$920.04%
159Sector SPDR Technology Shares81369Y803433$900.04%
160Flexshares Qual Div EtfFLEX1,300$860.04%
161Booz Allen HamiltonBAH550$820.03%
162Church & Dwight Co IncCHD777$810.03%
163iShares Dow Jones Select Dividend F464287168650$800.03%
164Halliburton Co Hldg CoHAL2,000$790.03%
165Streettracks Gold Trust IndexGLD380$780.03%
166iShares S&P Midcap 400 Index4642875071,150$700.03%
167Fifth Third BancorpD1,800$670.03%
168Unitedhealth Group IncUNH125$620.03%
169Schwab Us Reit ETF8085248473,056$620.03%
170Adobe Systems IncADBE115$580.02%
171Schwab Fundamental US Large Company808509442848$570.02%
172SPDR S&P Dividend ETF78464A763425$560.02%
173Quanta Services Inc74762E102200$520.02%
174Blackrock Multi Sector Income TrustBLK3,100$490.02%
175Gilead Sciences IncGILD665$490.02%
176Microchip Technology IncMCHPP530$480.02%
177Schwab Fundamental US Small Company808509418839$480.02%
178Garmin LtdGRMN325$480.02%
179Paypal Holdings IncoPYPL700$470.02%
180Nrg Energy IncNRG700$470.02%
181Palo Alto NetworksPANW150$430.02%
182Piper Sandler CosPIPR200$400.02%
183Workday IncWDAY140$380.02%
184Monolithic Power Sys60983910555$370.02%
185Baxter International Inc071813109850$360.02%
186Taiwan Semiconductr874039100255$350.01%
187Cincinnati Finl172062101270$340.01%
188Evercore IncEVR175$340.01%
189Ares Management CorpARES-PB250$330.01%
190Global Payments Inc37940X102250$330.01%
191Advanced Micro DevicesAMD180$320.01%
192Fiserv IncFISV200$320.01%
193Amer Electric Pwr Co025537101360$310.01%
194Kimberly-Clark CorpKMB240$310.01%
195Duke Energy Corp NewDUKB313$300.01%
196Eaton CorporationETN90$280.01%
197Netease IncNETTF250$260.01%
198Vaneck Vectors BDC Income ETF92189F4111,450$250.01%
199The Trade Desk Inc88339J105275$240.01%
200Intuitive SurgicalISRG60$240.01%
201Metlife IncMET-PF325$240.01%
202Jabil IncJBL175$230.01%
203Capital One Financial Cp14040H105150$220.01%
204Cabot Oil & GasCTRA802$220.01%
205Fedex CorporationFDX77$220.01%
206Heico CorpHEI-A110$210.01%
207Vertex PharmaceuticalVRTX50$210.01%
208Deere & CompanyCI50$210.01%
209Kulicke & Soffa Inds501242101400$200.01%
210Lattice SemiconductrLSCC250$200.01%
211Grayscale Bitcoin Trust BtcGBTC320$200.01%
212American Intl Group Inc026874107250$200.01%
213Clean Energy FuelsCLNE7,455$200.01%
214TransunionTRU250$200.01%
215Paychex IncPAYX160$200.01%
216Lpl Finl Hldgs50212V10075$200.01%
217Sector SPDR Engy Select81369Y506200$190.01%
218Lamb Weston HoldingsLW176$190.01%
219iShares Exponential Tech ETF46434V381300$180.01%
220Netflix IncNFLX30$180.01%
221Booking Holdings IncBKNG5$180.01%
222iShares S&P Asia 50464288430300$180.01%
223Otis Worldwide CorpOTIS175$170.01%
224Goldman Sachs Group IncGSCE40$170.01%
225Kraft Heinz CompanyKHC450$170.01%
226O Reilly Automotive New67103H10714$160.01%
227PNC Finl Services Gp Inc693475105101$160.01%
228C V S CorpCVS195$160.01%
229Citizens Finl Group IncCIA400$150.01%
230Pulte Homes Inc745867101125$150.01%
231Genuine Parts CoGPC100$150.01%
232iShares Silver TrustSLV640$150.01%
233Wolfspeed IncWOLF500$150.01%
234S J W GroupHTO250$140.01%
235Eastman Chemical CoEMN135$140.01%
236Hewlett-Packard CompanyHPE-PC470$140.01%
237Modine Manufacturing Co607828100150$140.01%
238KKR & Co IncKKRT125$130.01%
239D T E Energy CompanyDTK115$130.01%
240Advanced Drainage Systems Inc00790R10475$130.01%
241Biomarin PharmaceutlBMRN147$130.01%
242AstrazenecaAZN175$120.01%
243Tesla IncTSLA70$120.01%
244Oneok IncOKE150$120.01%
245Pbf Energy IncPBF200$120.01%
246General Electric CompanyGE68$120.01%
247St Joe CompanyJOE200$120.01%
248Mitsubishi UFJ Financial Group IncMS-PQ1,200$120.01%
249Diageo Plc New ADRDGEAF70$100.00%
250Wisdomtree US Qlt DivWT130$100.00%
251Invesco S&P 500 EqualIVZ300$100.00%
252Biogen Idec IncBIIB46$100.00%
253Gladstone Capital CorpGLAD800$90.00%
254AT&TT-PC490$90.00%
255Hercules Capital IncHCXY500$90.00%
256iShares Gold TrustIAU207$90.00%
257Lvmh Moet Hennessy Louis Vuitton50244130651$90.00%
258Vestas Wind Sys A/ OrdK9773J128325$90.00%
259Sempra EnergySREA130$90.00%
260Schlumberger LtdSLB145$80.00%
261Immunitybio IncIBRX1,500$80.00%
262Roku IncROKU100$70.00%
263Carnival Corp NewCUKPF425$70.00%
264Suncor Energy IncSU200$70.00%
265Freeport McMoranFCX120$60.00%
266Mattel IncorporatedMAT320$60.00%
267Cleveland-Cliffs IncCLF265$60.00%
268Johnson Controls International PlcG5150210570$50.00%
269Rockwell Automation IncROK18$50.00%
270Global X Copper Miners37954Y830115$50.00%
271Zoominfo Technologies InGTM300$50.00%
272Jack In The Box IncJACK70$50.00%
273Ford Motor Company New345370860325$40.00%
274Cleanspark IncCLSKW191$40.00%
275Norwegian Cruise LinesNCLH180$40.00%
276Globus Medical IncGMED48$30.00%
277Sandoz Group Adr79992610085$30.00%
278Marathon Digital Holdings IncMARA140$30.00%
279MicroStrategy IncMCHPP2$30.00%
280Pricesmart IncPSMT35$30.00%
281Global X Lithium37954Y85565$30.00%
282Opera LtdOPRA100$20.00%
283Trump Media & TechnologyDJTWW26$20.00%
284Vgd Short Term Corp Bond ETF92206C40925$20.00%
285Novo-Nordisk A-S ADRNONOF12$20.00%
286Vistra Energy CorpVST35$20.00%
287Kyndryl HoldingsKD70$20.00%
288Affirm Hldgs IncAFRM40$10.00%
289Organon & CoOGN72$10.00%
290Quantumscape CorpQS107$10.00%
291Green Thumb Inds IncGTBIF101$10.00%
292Exelon CorporationEXC16$10.00%
293Solid Power IncSLDPW390$10.00%
294Riot Blockchain I N CRIOT100$10.00%
295Warner Brothers DiscoverWBD72$10.00%
296Upstart Hldgs IncUPST25$10.00%
297Sprott Gold Miners EtfSII20$10.00%
298Ishares Global46428837225$10.00%
299Constellation Energy CoCEG5$10.00%
300Sabra Health Care Reit IncSBRA62$10.00%
301SLS International7844291021,666$00.00%
302Two Rivers Wtr & Farming90207B10755$00.00%
303Cytogenix Inc Xxx23282510970$00.00%
304Vanguard Reit ETF9229085531$00.00%
305Pipesaver Technologies7240861031,500$00.00%
306Mosaic ImmunoengineeringCPMV1$00.00%
307Aptiv PlcAPTV175$00.00%
308Allogene Therapeutics InALLO100$00.00%
309Strattec Security CorpSTRT20$00.00%
310Lehman Bros Holding Inc5249081001,200$00.00%
311Wheels Up Experience IWSUPW25$00.00%
312Sprott Junior GoldSII12$00.00%
313Viatris IncVTRS21$00.00%
314First Trust Ise Global Wind33736G10625$00.00%
315Treasury Metals Inc894647825438$00.00%
316Nortell Networks Xxxx65656850857$00.00%
317First Majestic SilverAG29$00.00%
318Smartrent IncSMRT100$00.00%