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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 2024 · Filed July 24, 2024 · Accession 0001140361-24-034013

Total Value
$248.5M
Positions
329
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (329)

#IssuerTicker / CUSIPSharesValue% of Filing
1Jefferies Group Inc New472319102918,881$45.7M18.40%
2Nvidia CorpNVDA95,115$11.8M4.73%
3Broadcom LtdAVGO4,575$7.3M2.96%
4Lilly Eli & CompanyLLY6,697$6.1M2.44%
5Microsoft CorpMSFT13,308$5.9M2.39%
6Apple Computer IncAAPL26,670$5.6M2.26%
7Schwab Us Large Co Equities ETF80852420178,884$5.1M2.04%
8Amazon.Com IncAMZN25,255$4.9M1.96%
9Costco Wholesale Corp New22160K1055,577$4.7M1.91%
10Alphabet Inc Class CGOOG24,905$4.6M1.84%
11J P Morgan Chase & CoVYLD21,612$4.4M1.76%
12Nextera EnergyNEE-PW58,868$4.2M1.68%
13Oracle CorporationORCL-PD27,825$3.9M1.58%
14Auto Data ProcessingADP15,950$3.8M1.53%
15American Express CompanyAXP14,662$3.4M1.37%
16Home Depot IncHD9,769$3.4M1.35%
17Applied Materials Inc03822210513,352$3.2M1.27%
18Hubbell IncHUBB8,285$3.0M1.22%
19Lennar CorpLEN-B19,476$2.9M1.17%
20Accenture Ltd Cl AACN9,571$2.9M1.17%
21Analog Devices IncADI12,644$2.9M1.16%
22Amgen IncorporatedAMGN8,953$2.8M1.13%
23Chevrontexaco CorpCVX17,811$2.8M1.12%
24Procter & Gamble Co74271810916,889$2.8M1.12%
25Colgate-Palmolive CoCL27,592$2.7M1.08%
26Danaher Corp Del23585110210,296$2.6M1.04%
27Vitesse Energy IncVTS108,511$2.6M1.03%
28Air Products & ChemicalsAIIR9,585$2.5M1.00%
29Abbott LaboratoriesABLZF23,555$2.4M0.98%
30Merck & Co IncMRK19,408$2.4M0.97%
31Lockheed Martin CorpLMT5,038$2.4M0.95%
32Emerson Electric CoEMR21,208$2.3M0.94%
33Johnson & JohnsonJNJ15,793$2.3M0.93%
34The Charles Schwab CorpSCHW-PJ30,965$2.3M0.92%
35ASML Holding NVASMLF2,202$2.3M0.91%
36Texas Instruments Inc88250810411,540$2.2M0.90%
37Citigroup IncC-PR31,493$2.0M0.80%
38Corning IncGLW51,350$2.0M0.80%
39Pepsico IncorporatedPEP11,849$2.0M0.79%
40Novartis Ag Spon ADRNVSEF18,348$2.0M0.79%
41Exxon Mobil CorporationXOM16,280$1.9M0.75%
42Constellation Brand Cl ASTZ7,235$1.9M0.75%
43Schwab US Dividend80852479723,015$1.8M0.72%
44Caterpillar IncCAT5,227$1.7M0.70%
45Fidelity Natl Finl Inc31620R10535,198$1.7M0.70%
46General Mills Inc37033410427,105$1.7M0.69%
47Target CorporationTGT11,388$1.7M0.68%
48Interpublic Group Of CosINTR57,315$1.7M0.67%
49Sherwin-Williams CoSHW5,559$1.7M0.67%
50Cisco Systems IncCSCO34,769$1.7M0.66%
51AbbVie IncABBV9,083$1.6M0.63%
52Spectrum Brands HldgSPB18,129$1.6M0.63%
53Schwab Int'l High Div Stocks80852467263,948$1.5M0.61%
54Northern TrustNTRSO16,520$1.4M0.56%
55Wisconsin Energy97665710616,675$1.3M0.53%
56Intel CorpINTC39,404$1.2M0.49%
57iShares S&P 500 Value4642874086,591$1.2M0.48%
58JP Morgan Ultra Short46641Q83723,088$1.2M0.47%
59Fidelity Natl Info Svcs31620M10614,600$1.1M0.44%
60Franklin Resources IncBEN47,915$1.1M0.43%
61Mastercard IncMA1,975$871,2910.35%
62Meta Platforms IncMETA1,645$829,4420.33%
63T Rowe Price Group IncTROW7,185$828,5020.33%
64A F L A C IncAFL9,235$824,7780.33%
65Tractor Supply CompanyTSCO3,001$810,2700.33%
66Sysco CorporationSYY11,210$800,2820.32%
67Invesco S&P 500 Equal Weight ETFIVZ4,190$688,3330.28%
68Trane Technologies PlcTT2,080$684,1740.28%
69Verizon CommunicationsVZ16,015$660,4590.27%
70Vanguard Dividend9219088443,250$593,2880.24%
71Alphabet Inc Class AGOOG3,150$573,7730.23%
723M CompanyMMM5,585$570,7310.23%
73iShares Core S&P 500 ETF4642872001,035$566,3830.23%
74E O G Resources IncEOG4,465$562,0100.23%
75Shell PlcRYDAF7,305$527,2750.21%
76Visa Inc Cl AV1,930$506,5670.20%
77Service Now IncNOW630$495,6020.20%
78Ecolab IncECL2,052$488,3760.20%
79Chubb LtdCB1,735$442,5640.18%
80Morgan StanleyMS-PQ4,515$438,8130.18%
81Schwab Us Small Co Equities ETF8085246079,187$435,9230.18%
82Schwab International Equities ETF80852480510,901$418,8160.17%
83Wells Fargo & Co New9497461016,925$411,2760.17%
84Vanguard Growth9229087361,048$391,9620.16%
85Berkshire Hathaway Cl BBRK-A945$384,4260.15%
86Salesforce ComCRM1,495$384,3650.15%
87Coca-Cola CompanyKO5,892$375,0260.15%
88Raytheon Technologies CorpRTX3,725$373,9530.15%
89iShares Russell Midcap Index4642874994,600$372,9680.15%
90Arista Networks IncANET970$339,9660.14%
91Parker-Hannifin CorpPH665$336,3640.14%
92Qualcomm IncQCOM1,680$334,6220.13%
93Perkinelmer IncRVTY3,150$330,3090.13%
94Kla Tencor CorpKLAC400$329,8040.13%
95Clorox CompanyCLX2,325$317,2930.13%
96Intrcontinentalexchange45866F1042,277$311,6990.13%
97Carrier Global CorpCARR4,875$307,5150.12%
98Goldman Sachs Group IncGSCE660$298,5310.12%
99Avalonbay CommunitiesAWX1,400$289,6460.12%
100Ametek Inc NewAME1,700$283,4070.11%
101Lam Research CorporationLRCX265$282,1850.11%
102Public Storage IncPSA-PS952$273,8430.11%
103Us Bancorp Del NewUSB-PS6,806$270,1980.11%
104Honeywell International4385161061,255$267,9930.11%
105Mid Amer Apt Cmntys Inc.59522J1031,850$263,8290.11%
106Philip Morris Intl Inc7181721092,585$261,9380.11%
107Disney Walt Co2546871062,546$252,7920.10%
108VentasVTR4,805$246,3040.10%
109Mc Donalds CorpMCD959$244,3920.10%
110Royal Bank Canada7800871022,248$239,1420.10%
111Entegris IncENTG1,700$230,1800.09%
112D R Horton Co23331A1091,560$219,8510.09%
113Ameriprise Financial Inc03076C106510$217,8670.09%
114Lennar CorpLEN-B1,555$216,8140.09%
115Amern Tower Corp Class AAMT1,103$214,4010.09%
116Mc Cormick & Co Inc N-VtMKC-V3,000$212,8200.09%
117Cannae Holdings IncCNNE11,731$212,8000.09%
118Wal-Mart Stores IncWMT3,000$203,1300.08%
119Jpmorgan Municipal Etf46641Q6474,000$201,5000.08%
120Arthur J Gallagher&C363576109756$196,0380.08%
121Mckesson CorporationMCK330$192,7330.08%
122Union Pacific CorpUNP845$191,1900.08%
123Nike Inc Class BNKE2,431$183,2240.07%
124Myr Group IncMYRG1,350$183,2090.07%
125Chipotle Mexican GrillCMG2,850$178,5530.07%
126Sector SPDR Health Fund81369Y2091,190$173,4430.07%
127Valero Energy Corp NewVLO1,100$172,4360.07%
128Sterling ConstructionSTRL1,450$171,5930.07%
129Wingstop IncWING400$169,0640.07%
130Ares Capital CorpARCC7,600$158,3840.06%
131Vanguard Small Cap Fd922908595620$155,0810.06%
132Avery Dennison CorpAVY700$153,0550.06%
133Bank Of America Corp0605051043,785$150,5290.06%
134iShares Mornstr Small Cap4642886043,270$148,7200.06%
135Sector SPDR Fincl Select81369Y6053,612$148,4890.06%
136Archer Daniels Midland CompanyADM2,420$146,2890.06%
137Booz Allen HamiltonBAH950$146,2050.06%
138Bristol-Myers Squibb CoCELG-RI3,440$142,8630.06%
139Starbucks CorpSBUX1,815$141,2980.06%
140Cigna CorpCI425$140,4920.06%
141Elevance HealthELV250$135,4650.05%
142Sector SPDR Indl Select81369Y7041,035$126,1350.05%
143Altria Group IncMO2,740$124,8070.05%
144Thermo Fisher ScientificTMO220$121,6600.05%
145ConocophillipsCOP1,024$117,1250.05%
146Allstate CorporationALL-PJ663$105,8550.04%
147Proshares Msci Transform74347G7962,450$103,2970.04%
148Stryker CorpSYK300$102,0750.04%
149Broadridge11133T103500$98,5000.04%
150Sector SPDR Technology Shares81369Y803433$97,9580.04%
151Deckers Outdoor CorpDECK100$96,7950.04%
152Proshares S&P 500 Div Aristrocrats74348A467992$95,3720.04%
153Halliburton Co Hldg CoHAL2,750$92,8950.04%
154Vanguard Small Cap ETF922908751418$91,1410.04%
155F&G Annuities & Life IncFGSN2,393$91,0540.04%
156Teledyne TechnologiesTDY234$90,7870.04%
157Mondelez Intl Inc Cl A6092071051,380$90,3070.04%
158Veralto CorpVLTO908$86,6870.03%
159Flexshares Qual Div EtfFLEX1,300$86,4630.03%
160Intl Business MachinesINTR485$83,8810.03%
161Streettracks Gold Trust IndexGLD380$81,7040.03%
162Cava Group IncCAVA872$80,8780.03%
163Church & Dwight Co IncCHD777$80,5590.03%
164iShares Dow Jones Select Dividend F464287168650$78,6370.03%
165Cardinal Health IncCAH780$76,6900.03%
166Quanta Services Inc74762E102300$76,2270.03%
167Vanguard S&P 500 ETF922908363136$68,0180.03%
168iShares S&P Midcap 400 Index4642875071,150$67,2980.03%
169KKR & Co IncKKRT625$65,7750.03%
170Pfizer IncorporatedPFE2,290$64,0740.03%
171Adobe Systems IncADBE115$63,8870.03%
172Unitedhealth Group IncUNH125$63,6580.03%
173Tradeweb Mkts Inc892672106600$63,6000.03%
174Modine Manufacturing Co607828100600$60,1140.02%
175Fiserv IncFISV400$59,6160.02%
176Fifth Third BancorpCI1,600$58,3840.02%
177LeMaitre Vascular IncLMAT700$57,5960.02%
178Schwab Us Reit ETF8085248472,876$57,4340.02%
179Schwab Fundamental US Large Company808509442848$56,7990.02%
180Nrg Energy IncNRG700$54,5020.02%
181SPDR S&P Dividend ETF78464A763425$54,0520.02%
182Garmin LtdGRMN325$52,9660.02%
183Palo Alto NetworksPANW150$50,8520.02%
184Ares Management CorpARES-PB350$46,6480.02%
185Lattice SemiconductrLSCC800$46,3920.02%
186Schwab Fundamental US Small Company808509418839$46,0780.02%
187Piper Sandler CosPIPR200$46,0340.02%
188Gilead Sciences IncGILD665$45,6260.02%
189Blackrock Multi Sector Income TrustBLK3,100$45,1980.02%
190Monolithic Power Sys60983910555$45,1920.02%
191Taiwan Semiconductr874039100255$44,3220.02%
192Paypal Holdings IncoPYPL700$40,6210.02%
193Howmet Aerospace IncHWM500$38,8150.02%
194FirstEnergy CorpFE1,000$38,2700.02%
195Medtronic IncMDT485$38,1740.02%
196Evercore IncEVR175$36,4750.01%
197Microchip Technology IncMCHPP380$34,7700.01%
198iShares Silver TrustSLV1,295$34,4080.01%
199Cincinnati Finl172062101270$31,8870.01%
200Amer Electric Pwr Co025537101360$31,5860.01%
201Duke Energy Corp NewDUKB313$31,3720.01%
202Eaton CorporationETN100$31,3550.01%
203Workday IncWDAY140$31,2980.01%
204Advanced Micro DevicesAMD180$29,1980.01%
205Baxter International Inc071813109850$28,4330.01%
206Advanced Drainage Systems Inc00790R104175$28,0680.01%
207The Trade Desk Inc88339J105275$26,8590.01%
208Intuitive SurgicalISRG60$26,6910.01%
209Vaneck Vectors BDC Income ETF92189F4111,450$24,8100.01%
210Heico CorpHEI-A110$24,5970.01%
211Netease IncNETTF250$23,8950.01%
212Vertex PharmaceuticalVRTX50$23,4360.01%
213Fedex CorporationFDX77$23,0880.01%
214Metlife IncMET-PF325$22,8120.01%
215Kimberly-Clark CorpKMB165$22,8030.01%
216Uber Technologies IncUBER300$21,8040.01%
217Cabot Oil & GasCTRA802$21,3890.01%
218Lpl Finl Hldgs50212V10075$20,9480.01%
219Capital One Financial Cp14040H105150$20,7680.01%
220iShares S&P Asia 50464288430300$20,1330.01%
221Clean Energy FuelsCLNE7,455$19,9050.01%
222Booking Holdings IncBKNG5$19,8080.01%
223Kulicke & Soffa Inds501242101400$19,6760.01%
224Jabil IncJBL175$19,0380.01%
225Paychex IncPAYX160$18,9700.01%
226Deere & CompanyCI50$18,6820.01%
227American Intl Group Inc026874107250$18,5600.01%
228TransunionTRU250$18,5400.01%
229Sector SPDR Engy Select81369Y506200$18,2300.01%
230iShares Exponential Tech ETF46434V381300$17,6490.01%
231Grayscale Bitcoin Trust BtcGBTC320$17,0370.01%
232Hewlett-Packard CompanyHPE-PC470$16,4590.01%
233PNC Finl Services Gp Inc693475105101$15,7030.01%
234Lamb Weston HoldingsLW176$14,7980.01%
235O Reilly Automotive New67103H10714$14,7850.01%
236Kraft Heinz CompanyKHC450$14,4990.01%
237Citizens Finl Group IncCIA400$14,4120.01%
238Genuine Parts CoGPC100$13,8320.01%
239Pulte Homes Inc745867101125$13,7630.01%
240AstrazenecaAZN175$13,6480.01%
241S J W GroupHTO250$13,5550.01%
242Netflix IncNFLX20$13,4980.01%
243Eastman Chemical CoEMN135$13,2260.01%
244D T E Energy CompanyDTK115$12,7660.01%
245Biomarin PharmaceutlBMRN147$12,1030.00%
246C V S CorpCVS195$11,5170.00%
247St Joe CompanyJOE200$10,9400.00%
248General Electric CompanyGE68$10,8100.00%
249Mitsubishi UFJ Financial Group Inc6068221041,000$10,8000.00%
250Biogen Idec IncBIIB46$10,6640.00%
251Hercules Capital IncHCXY500$10,2250.00%
252Wisdomtree US Qlt DivWT130$10,1470.00%
253Solventum Corp Com ShsSOLV191$10,1000.00%
254Tesla IncTSLA50$9,8940.00%
255Sempra EnergySREA130$9,8880.00%
256Schwab US Large-Cap Value ETF808524409130$9,6300.00%
257TSLA Bear Daily ETF46144X867300$9,5940.00%
258Immunitybio IncIBRX1,500$9,4800.00%
259Pbf Energy IncPBF200$9,2040.00%
260Invesco S&P 500 EqualIVZ300$9,1830.00%
261iShares Gold TrustIAU207$9,0940.00%
262Diageo Plc New ADRDGEAF70$8,8260.00%
263Vanguard Mega Cap ETF92191087342$8,2860.00%
264Oneok IncOKE100$8,1550.00%
265Carnival Corp NewCUKPF425$7,9560.00%
266Lvmh Moet Hennessy Louis Vuitton50244130651$7,8210.00%
267Suncor Energy IncSU200$7,6200.00%
268Vestas Wind Sys A/ OrdK9773J128325$7,5290.00%
269Schlumberger LtdSLB145$6,8410.00%
270Roku IncROKU100$5,9930.00%
271Freeport McMoranFCX120$5,8320.00%
272Mattel IncorporatedMAT320$5,2030.00%
273Global X Copper Miners37954Y830115$5,1880.00%
274Rockwell Automation IncROK18$4,9550.00%
275Johnson Controls International PlcG5150210570$4,6530.00%
276iMGP DBi Managed Futures Strategy E53700T827149$4,4790.00%
277Cleveland-Cliffs IncCLF265$4,0780.00%
278Ford Motor Company New345370860325$4,0760.00%
279Schwab US Large-Cap Growth ETF80852430940$4,0340.00%
280Zoominfo Technologies InGTM300$3,8310.00%
281Schwab Emerging Market ETF808524706140$3,7180.00%
282Jack In The Box IncJACK70$3,5660.00%
283Norwegian Cruise LinesNCLH180$3,3820.00%
284Aberdeen Physical Precious Metals SGLTR32$3,2950.00%
285Alpha Architect 1-3 Month Box ETF02072L56529$3,1270.00%
286Sandoz Group Adr79992610085$3,0770.00%
287Cleanspark IncCLSKW191$3,0460.00%
288Vistra Energy CorpVST35$3,0090.00%
289GE Vernova Llc ComGEV17$2,9160.00%
290Pricesmart IncPSMT35$2,8420.00%
291MicroStrategy IncMCHPP2$2,7550.00%
292Global X Lithium37954Y85565$2,5230.00%
293Surf Air Mobility IncSRFM6,000$2,3060.00%
294Iris Energy Pty ORDIREN184$2,0770.00%
295Vgd Short Term Corp Bond ETF92206C40925$1,9320.00%
296Novo-Nordisk A-S ADRNONOF12$1,7130.00%
297Marathon Digital Holdings IncMARA75$1,4890.00%
298Green Thumb Inds IncGTBIF101$1,2110.00%
299Affirm Hldgs IncAFRM40$1,2080.00%
300Ishares Global46428837225$1,1980.00%
301Kyndryl HoldingsKD40$1,0520.00%
302Constellation Energy CoCEG5$1,0010.00%
303Trump Media & TechnologyDJTWW26$8520.00%
304Cipher Mining ORD17253J106200$8300.00%
305Proshares Ultrapro Short74347G432100$8280.00%
306Solid Power IncSLDPW390$6440.00%
307Upstart Hldgs IncUPST25$5900.00%
308Exelon CorporationEXC16$5540.00%
309Warner Brothers DiscoverWBD72$5360.00%
310Sprott Gold Miners EtfSII20$5290.00%
311Quantumscape CorpQS107$5260.00%
312Strattec Security CorpSTRT20$5000.00%
313Organon & CoOGN22$4550.00%
314First Trust Ise Global Wind33736G10625$4050.00%
315Sprott Junior GoldSII12$3700.00%
316Smartrent IncSMRT100$2390.00%
317Allogene Therapeutics InALLO100$2330.00%
318Riot Blockchain I N CRIOT20$1830.00%
319First Majestic SilverAG29$1720.00%
320Vanguard Reit ETF9229085531$940.00%
321Treasury Metals Inc894647825438$660.00%
322Wheels Up Experience IWSUPW25$470.00%
323Mosaic ImmunoengineeringCPMV1$10.00%
324Two Rivers Wtr & Farming90207B10755$00.00%
325SLS International7844291021,666$00.00%
326Cytogenix Inc Xxx23282510970$00.00%
327Pipesaver Technologies7240861031,500$00.00%
328Lehman Bros Holding Inc5249081001,200$00.00%
329Nortell Networks Xxxx65656850857$00.00%