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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 2024 · Filed October 18, 2024 · Accession 0001140361-24-043643

Total Value
$5.4M
Positions
324
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (324)

#IssuerTicker / CUSIPSharesValue% of Filing
1Wheels Up Experience IWSUPW25$2.7M50.00%
2Jefferies Group Inc New472319102918,881$565,57110.51%
3Nvidia CorpNVDA80,748$98,0601.82%
4Broadcom LtdAVGO40,350$69,6041.29%
5Apple Computer IncAAPL28,558$66,5401.24%
6Microsoft CorpMSFT13,119$56,4511.05%
7Schwab Us Large Co Equities ETF80852420177,596$52,6490.98%
8Lilly Eli & CompanyLLY5,842$51,7570.96%
9Nextera EnergyNEE-PW59,473$50,2730.93%
10Costco Wholesale Corp New22160K1055,316$47,1270.88%
11Amazon.Com IncAMZN24,875$46,3500.86%
12Oracle CorporationORCL-PD27,090$46,1610.86%
13J P Morgan Chase & CoVYLD21,387$45,0970.84%
14Auto Data ProcessingADP15,800$43,7230.81%
15Alphabet Inc Class CGOOG24,420$40,8280.76%
16Home Depot IncHD9,639$39,0570.73%
17American Express CompanyAXP14,282$38,7330.72%
18Lennar CorpLEN-B18,761$35,1730.65%
19Accenture Ltd Cl AACN9,611$33,9730.63%
20Hubbell IncHUBB7,920$33,9250.63%
21Procter & Gamble Co74271810916,964$29,3820.55%
22Air Products & ChemicalsAIIR9,850$29,3270.55%
23Danaher Corp Del23585110210,461$29,0840.54%
24Lockheed Martin CorpLMT4,965$29,0230.54%
25Analog Devices IncADI12,454$28,6650.53%
26Colgate-Palmolive CoCL27,457$28,5030.53%
27Amgen IncorporatedAMGN8,823$28,4290.53%
28Abbott LaboratoriesABLZF24,349$27,7600.52%
29Chevrontexaco CorpCVX18,706$27,5480.51%
30Applied Materials Inc03822210513,447$27,1700.50%
31Vitesse Energy IncVTS108,511$26,0640.48%
32Spectrum Brands HldgSPB26,984$25,6730.48%
33Johnson & JohnsonJNJ15,788$25,5860.48%
34Texas Instruments Inc88250810411,545$23,8490.44%
35Corning IncGLW51,565$23,2820.43%
36Wisconsin Energy97665710624,195$23,2710.43%
37Emerson Electric CoEMR21,073$23,0480.43%
38Merck & Co IncMRK19,777$22,4590.42%
39The Charles Schwab CorpSCHW-PJ34,572$22,4060.42%
40Citigroup IncC-PR34,993$21,9060.41%
41Fidelity Natl Finl Inc31620R10535,198$21,8440.41%
42General Mills Inc37033410429,395$21,7080.40%
43Novartis Ag Spon ADRNVSEF18,653$21,4550.40%
44Pepsico IncorporatedPEP12,339$20,9820.39%
45Sherwin-Williams CoSHW5,463$20,8510.39%
46ASML Holding NVASMLF2,483$20,6900.38%
47Caterpillar IncCAT5,267$20,6000.38%
48Schwab US Dividend80852479723,590$19,9410.37%
49Constellation Brand Cl ASTZ7,473$19,2570.36%
50Exxon Mobil CorporationXOM16,115$18,8900.35%
51Target CorporationTGT11,283$17,5860.33%
52AbbVie IncABBV8,903$17,5820.33%
53Interpublic Group Of CosINTR55,160$17,4470.32%
54JP Morgan Ultra Short46641Q83733,788$17,1440.32%
55Verizon CommunicationsVZ35,380$15,8890.30%
56Cisco Systems IncCSCO29,523$15,7120.29%
57Northern TrustNTRSO16,370$14,7380.27%
58Schwab Int'l High Div Stocks80852467254,323$14,2160.26%
59Fidelity Natl Info Svcs31620M10614,600$12,2280.23%
60iShares S&P 500 Value4642874086,166$12,1580.23%
61A F L A C IncAFL9,210$10,2970.19%
62Mastercard IncMA1,975$9,7530.18%
63Meta Platforms IncMETA1,645$9,4170.18%
64Sysco CorporationSYY11,695$9,1290.17%
65Tractor Supply CompanyTSCO3,001$8,7310.16%
66T Rowe Price Group IncTROW7,185$7,8270.15%
67Trane Technologies PlcTT1,960$7,6190.14%
683M CompanyMMM5,530$7,5600.14%
69Invesco S&P 500 Equal Weight ETFIVZ4,190$7,5070.14%
70Schwab Us Small Co Equities ETF80852460713,877$7,1470.13%
71Schwab International Equities ETF80852480516,886$6,9440.13%
72Vanguard Dividend9219088443,250$6,4370.12%
73iShares Core S&P 500 ETF4642872001,081$6,2350.12%
74Service Now IncNOW630$5,6350.10%
75E O G Resources IncEOG4,465$5,4890.10%
76Visa Inc Cl AV1,970$5,4170.10%
77Ecolab IncECL2,052$5,2390.10%
78Alphabet Inc Class AGOOG3,105$5,1500.10%
79Chubb LtdCB1,735$5,0040.09%
80Shell PlcRYDAF7,305$4,8180.09%
81Morgan StanleyMS-PQ4,515$4,7060.09%
82Raytheon Technologies CorpRTX3,725$4,5130.08%
83Berkshire Hathaway Cl BBRK-A945$4,3490.08%
84Coca-Cola CompanyKO5,892$4,2340.08%
85Public Storage IncPSA-PS1,162$4,2280.08%
86Parker-Hannifin CorpPH665$4,2020.08%
87Salesforce ComCRM1,495$4,0920.08%
88iShares Russell Midcap Index4642874994,600$4,0540.08%
89Perkinelmer IncRVTY3,150$4,0240.07%
90Vanguard Growth9229087361,048$4,0240.07%
91Carrier Global CorpCARR4,875$3,9240.07%
92Mid Amer Apt Cmntys Inc.59522J1032,390$3,7980.07%
93Wells Fargo & Co New9497461016,700$3,7850.07%
94Arista Networks IncANET970$3,7230.07%
95Intrcontinentalexchange45866F1042,277$3,6580.07%
96Avalonbay CommunitiesAWX1,620$3,6490.07%
97VentasVTR5,405$3,4660.06%
98Goldman Sachs Group IncGSCE660$3,2680.06%
99Philip Morris Intl Inc7181721092,585$3,1380.06%
100Kla Tencor CorpKLAC400$3,0980.06%
101Mc Donalds CorpMCD959$2,9200.05%
102Ametek Inc NewAME1,700$2,9190.05%
103Qualcomm IncQCOM1,680$2,8570.05%
104Royal Bank Canada7800871022,248$2,8040.05%
105D R Horton Co23331A1091,440$2,7470.05%
106Lennar CorpLEN-B1,555$2,6890.05%
107Honeywell International4385161061,255$2,5940.05%
108Mc Cormick & Co Inc N-VtMKC-V3,000$2,4690.05%
109Disney Walt Co2546871062,450$2,3570.04%
110Cannae Holdings IncCNNE11,731$2,2360.04%
111Wal-Mart Stores IncWMT2,750$2,2210.04%
112Lam Research CorporationLRCX265$2,1630.04%
113Arthur J Gallagher&C363576109756$2,1270.04%
114Ameriprise Financial Inc03076C106450$2,1140.04%
115Union Pacific CorpUNP845$2,0830.04%
116Jpmorgan Municipal Etf46641Q6474,000$2,0510.04%
117Entegris IncENTG1,700$1,9130.04%
118Sector SPDR Health Fund81369Y2091,190$1,8330.03%
119Chipotle Mexican GrillCMG2,851$1,6430.03%
120Sector SPDR Fincl Select81369Y6053,612$1,6370.03%
121Sterling ConstructionSTRL1,125$1,6310.03%
122Starbucks CorpSBUX1,600$1,5600.03%
123Booz Allen HamiltonBAH950$1,5460.03%
124Avery Dennison CorpAVY700$1,5450.03%
125Mckesson CorporationMCK310$1,5330.03%
126Bank Of America Corp0605051043,785$1,5020.03%
127Valero Energy Corp NewVLO1,100$1,4850.03%
128Cigna CorpCI425$1,4720.03%
129Franklin Resources IncBEN7,280$1,4670.03%
130Sector SPDR Indl Select81369Y7041,035$1,4020.03%
131Altria Group IncMO2,740$1,3980.03%
132Ares Capital CorpARCC6,600$1,3820.03%
133Us Bancorp Del NewUSB-PS3,020$1,3810.03%
134Myr Group IncMYRG1,350$1,3800.03%
135Thermo Fisher ScientificTMO220$1,3610.03%
136Clorox CompanyCLX825$1,3440.02%
137Vanguard Small Cap Fd922908595490$1,3100.02%
138Elevance HealthELV250$1,3000.02%
139Allstate CorporationALL-PJ663$1,2570.02%
140Wingstop IncWING300$1,2480.02%
141Stryker CorpSYK300$1,0840.02%
142ConocophillipsCOP1,024$1,0780.02%
143Broadridge11133T103500$1,0750.02%
144Intl Business MachinesINTR485$1,0720.02%
145F&G Annuities & Life IncFGSN2,393$1,0700.02%
146Proshares S&P 500 Div Aristrocrats74348A467992$1,0590.02%
147Teledyne TechnologiesTDY234$1,0240.02%
148Mondelez Intl Inc Cl A6092071051,380$1,0170.02%
149Vanguard Small Cap ETF922908751418$9920.02%
150Sector SPDR Technology Shares81369Y803433$9780.02%
151Deckers Outdoor CorpDECK600$9570.02%
152Flexshares Qual Div EtfFLEX1,300$9320.02%
153Streettracks Gold Trust IndexGLD380$9240.02%
154Quanta Services Inc74762E102300$8940.02%
155Proshares Msci Transform74347G7961,950$8850.02%
156iShares Dow Jones Select Dividend F464287168650$8780.02%
157Cardinal Health IncCAH780$8620.02%
158KKR & Co IncKKRT625$8160.02%
159Church & Dwight Co IncCHD777$8140.02%
160Halliburton Co Hldg CoHAL2,750$7990.01%
161Modine Manufacturing Co607828100600$7970.01%
162Bristol-Myers Squibb CoCELG-RI1,490$7710.01%
163Tradeweb Mkts Inc892672106600$7420.01%
164Unitedhealth Group IncUNH125$7310.01%
165Vanguard S&P 500 ETF922908363137$7230.01%
166Fiserv IncFISV400$7190.01%
167iShares S&P Midcap 400 Index4642875071,150$7170.01%
168Fifth Third BancorpCI1,600$6850.01%
169Nike Inc Class BNKE761$6730.01%
170Cava Group IncCAVA536$6640.01%
171Nrg Energy IncNRG700$6380.01%
172Schwab Us Reit ETF8085248472,636$6110.01%
173Schwab Fundamental US Large Company808509442848$6090.01%
174SPDR S&P Dividend ETF78464A763425$6040.01%
175Adobe Systems IncADBE115$5950.01%
176Veralto CorpVLTO522$5840.01%
177Garmin LtdGRMN325$5720.01%
178Piper Sandler CosPIPR200$5680.01%
179Gilead Sciences IncGILD665$5580.01%
180Paypal Holdings IncoPYPL700$5460.01%
181Ares Management CorpARES-PB350$5450.01%
182Palo Alto NetworksPANW150$5130.01%
183Monolithic Power Sys60983910555$5080.01%
184Intel CorpINTC2,145$5030.01%
185Howmet Aerospace IncHWM500$5010.01%
186Schwab Fundamental US Small Company808509418839$5000.01%
187LeMaitre Vascular IncLMAT500$4640.01%
188Taiwan Semiconductr874039100255$4430.01%
189Evercore IncEVR175$4430.01%
190Lattice SemiconductrLSCC800$4250.01%
191Jackson Financial IncJXN-PA450$4110.01%
192Blackrock Multi Sector Income TrustBLK2,500$3800.01%
193Archer Daniels Midland CompanyADM635$3790.01%
194Amer Electric Pwr Co025537101360$3690.01%
195Cincinnati Finl172062101270$3680.01%
196iShares Silver TrustSLV1,295$3680.01%
197Duke Energy Corp NewDUKB313$3610.01%
198Workday IncWDAY140$3420.01%
199Eaton CorporationETN100$3310.01%
200Baxter International Inc071813109850$3230.01%
201Microchip Technology IncMCHPP380$3050.01%
202Intuitive SurgicalISRG60$2950.01%
203Advanced Micro DevicesAMD180$2950.01%
204Heico CorpHEI-A110$2880.01%
205Advanced Drainage Systems Inc00790R104175$2750.01%
206Metlife IncMET-PF325$2680.00%
207TransunionTRU250$2620.00%
208Vaneck Vectors BDC Income ETF92189F4111,450$2400.00%
209Kimberly-Clark CorpKMB165$2350.00%
210Netease IncNETTF250$2340.00%
211Vertex PharmaceuticalVRTX50$2330.00%
212Capital One Financial Cp14040H105150$2250.00%
213Uber Technologies IncUBER300$2250.00%
214iShares S&P Asia 50464288430300$2170.00%
215Paychex IncPAYX160$2150.00%
216Fedex CorporationFDX77$2110.00%
217Booking Holdings IncBKNG5$2110.00%
218Jabil IncJBL175$2100.00%
219Deere & CompanyCI50$2090.00%
220Cabot Oil & GasCTRA802$1920.00%
221PNC Finl Services Gp Inc693475105100$1850.00%
222American Intl Group Inc026874107250$1830.00%
223iShares Exponential Tech ETF46434V381300$1830.00%
224Sector SPDR Engy Select81369Y506200$1760.00%
225M/I Homes IncMHO100$1710.00%
226Hewlett-Packard CompanyHPE-PC470$1690.00%
227Citizens Finl Group IncCIA400$1640.00%
228Grayscale Bitcoin Trust BtcGBTC320$1620.00%
229O Reilly Automotive New67103H10714$1610.00%
230Kraft Heinz CompanyKHC450$1580.00%
231Eastman Chemical CoEMN135$1510.00%
232D T E Energy CompanyDTK115$1480.00%
233S J W GroupHTO250$1450.00%
234Netflix IncNFLX20$1420.00%
235Genuine Parts CoGPC101$1410.00%
236Travelers Companies IncTRV60$1400.00%
237AstrazenecaAZN175$1360.00%
238Becton Dickinson & CoBDX55$1330.00%
239Tesla IncTSLA51$1330.00%
240General Electric CompanyGE68$1280.00%
241Pulte Homes Inc74586710185$1220.00%
242Lamb Weston HoldingsLW176$1140.00%
243Sempra EnergySREA130$1090.00%
244Wisdomtree US Qlt DivWT130$1080.00%
245Amern Tower Corp Class AAMT45$1050.00%
246Biomarin PharmaceutlBMRN147$1030.00%
247iShares Gold TrustIAU207$1030.00%
248Mitsubishi UFJ Financial Group Inc6068221041,000$1020.00%
249Solventum Corp Com ShsSOLV140$980.00%
250Hercules Capital IncHCXY500$980.00%
251Diageo Plc New ADRDGEAF70$980.00%
252Invesco S&P 500 EqualIVZ300$970.00%
253Oneok IncOKE100$910.00%
254Biogen Idec IncBIIB45$870.00%
255The Trade Desk Inc88339J10575$820.00%
256Carnival Corp NewCUKPF425$790.00%
257Lvmh Moet Hennessy Louis Vuitton50244130651$780.00%
258Roku IncROKU100$750.00%
259Suncor Energy IncSU200$740.00%
260Pbf Energy IncPBF200$620.00%
261Pfizer IncorporatedPFE210$610.00%
262Schlumberger LtdSLB145$610.00%
263Medtronic IncMDT65$590.00%
264Global X Copper Miners37954Y830115$540.00%
265Rockwell Automation IncROK18$480.00%
266GE Vernova Llc ComGEV17$430.00%
267Vistra Energy CorpVST35$410.00%
268Norwegian Cruise LinesNCLH180$370.00%
269Sandoz Group Adr79992610085$350.00%
270Ford Motor Company New345370860325$340.00%
271MicroStrategy IncMCHPP20$340.00%
272Jack In The Box IncJACK70$330.00%
273Pricesmart IncPSMT35$320.00%
274Global X Lithium37954Y85565$280.00%
275Spotify Technology SASPOT6$220.00%
276Vgd Short Term Corp Bond ETF92206C40925$200.00%
277Cleanspark IncCLSKW191$180.00%
278Grayscale Bitcoin Mini Trust ETFGBTC320$180.00%
279Affirm Hldgs IncAFRM40$160.00%
280Iris Energy Pty ORDIREN184$160.00%
281Rumble Cl ARUMBW300$160.00%
282Novo-Nordisk A-S ADRNONOF12$140.00%
283Ishares Global46428837225$140.00%
284Constellation Energy CoCEG5$130.00%
285Marathon Digital Holdings IncMARA75$120.00%
286Surf Air Mobility IncSRFM857$110.00%
287Upstart Hldgs IncUPST25$100.00%
288Green Thumb Inds IncGTBIF101$100.00%
289Strattec Security CorpSTRT20$90.00%
290Kyndryl HoldingsKD40$90.00%
291Cipher Mining ORD17253J106200$80.00%
292Warner Brothers DiscoverWBD72$60.00%
293Quantumscape CorpQS107$60.00%
294Exelon CorporationEXC16$60.00%
295Sprott Gold Miners EtfSII20$60.00%
296First Trust Ise Global Wind33736G10625$50.00%
297Solid Power IncSLDPW390$50.00%
298Trump Media & TechnologyDJTWW26$40.00%
299Sprott Junior GoldSII12$40.00%
300Organon & CoOGN22$40.00%
301Mattel IncorporatedMAT20$40.00%
302Allogene Therapeutics InALLO100$30.00%
303Match Group IncMTCH5$20.00%
304Smartrent IncSMRT100$20.00%
305Core Scientific OrdCORZZ21$20.00%
306First Majestic SilverAG29$20.00%
307Vertex Inc Cl AVERX2$10.00%
308Wheels Up Experience IWSUPW25$10.00%
309Riot Blockchain I N CRIOT20$10.00%
310Hims &Hers Health IncHIMS5$10.00%
311Vanguard Reit ETF9229085531$10.00%
312Yum Brands IncYUM1$10.00%
313Dollar Tree IncDLTR2$10.00%
314Treasury Metals Inc894647825109$10.00%
315Cytogenix Inc Xxx23282510970$00.00%
316Wells Fargo & Co New9497461016,925$00.00%
317Snap IncSNAP1$00.00%
318Dutch Bros IncBROS1$00.00%
319Lehman Bros Holding Inc5249081001,200$00.00%
320Mosaic ImmunoengineeringCPMV1$00.00%
321SLS International7844291021,666$00.00%
322Two Rivers Wtr & Farming90207B10755$00.00%
323Pipesaver Technologies7240861031,500$00.00%
324Nortell Networks Xxxx65656850857$00.00%