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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 2024 · Filed January 10, 2025 · Accession 0001140361-25-000848

Total Value
$2.8M
Positions
320
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (320)

#IssuerTicker / CUSIPSharesValue% of Filing
1Jefferies Group Inc New47231910270$720,56025.49%
2Nvidia CorpNVDA14$105,7113.74%
3Broadcom LtdAVGO500$92,1223.26%
4Apple Computer IncAAPL28,558$71,5272.53%
5Microsoft CorpMSFT325$55,4231.96%
6Amazon.Com IncAMZN24,875$54,4201.93%
7Schwab Us Large Co Equities ETF80852420116,886$52,8871.87%
8J P Morgan Chase & CoVYLD1,150$51,1591.81%
9Costco Wholesale Corp New22160K1055,316$48,6811.72%
10Alphabet Inc Class CGOOG24,420$46,3051.64%
11Auto Data ProcessingADP175$46,1781.63%
12Oracle CorporationORCL-PD150$44,8841.59%
13Lilly Eli & CompanyLLY500$44,4831.57%
14Nextera EnergyNEE-PW761$42,5971.51%
15American Express CompanyAXP14,282$42,3441.50%
16Home Depot IncHD5$37,5531.33%
17Accenture Ltd Cl AACN9,611$33,9341.20%
18Hubbell IncHUBB500$33,1011.17%
19Air Products & ChemicalsAIIR9,850$28,6561.01%
20Procter & Gamble Co7427181091,950$28,5581.01%
21Abbott LaboratoriesABLZF24,349$27,7840.98%
22Chevrontexaco CorpCVX18,706$27,4100.97%
23Vitesse Energy IncVTS25$27,1280.96%
24Analog Devices IncADI12,454$26,5770.94%
25Emerson Electric CoEMR21,073$26,1340.92%
26The Charles Schwab CorpSCHW-PJ11,545$25,6160.91%
27Lennar CorpLEN-B800$25,5430.90%
28Colgate-Palmolive CoCL27,457$25,0430.89%
29Citigroup IncC-PR34,993$24,7620.88%
30Corning IncGLW51,565$24,4300.86%
31Danaher Corp Del23585110210,461$23,8980.85%
32Lockheed Martin CorpLMT18,761$23,7870.84%
33Johnson & JohnsonJNJ450$23,1650.82%
34Spectrum Brands HldgSPB425$23,1160.82%
35Wisconsin Energy9766571066,700$23,1100.82%
36Applied Materials Inc03822210513,447$22,7390.80%
37Amgen IncorporatedAMGN8,823$22,4750.80%
38Texas Instruments Inc88250810451$21,7320.77%
39JP Morgan Ultra Short46641Q837918,881$21,1950.75%
40Merck & Co IncMRK310$19,9880.71%
41Fidelity Natl Finl Inc31620R10535,198$19,7600.70%
42Pepsico IncorporatedPEP3,150$19,1280.68%
43General Mills Inc37033410468$19,0580.67%
44Schwab US Dividend80852479754,323$19,0230.67%
45Caterpillar IncCAT5,267$18,8710.67%
46Sherwin-Williams CoSHW630$18,5530.66%
47Novartis Ag Spon ADRNVSEF18,653$18,2730.65%
48Exxon Mobil CorporationXOM16,115$17,4340.62%
49Cisco Systems IncCSCO29,523$17,3070.61%
50Constellation Brand Cl ASTZ7,473$16,9790.60%
51Northern TrustNTRSO180$16,7330.59%
52Interpublic Group Of CosINTR2,145$15,5780.55%
53AbbVie IncABBV8,903$15,4300.55%
54Target CorporationTGT255$15,3770.54%
55ASML Holding NVASMLF756$14,9910.53%
56Verizon CommunicationsVZ490$14,2340.50%
57Invesco S&P 500 Equal Weight ETFIVZ60$12,8970.46%
58iShares S&P 500 Value464287408207$12,5050.44%
59Schwab Int'l High Div Stocks808524672848$12,3020.44%
60Fidelity Natl Info Svcs31620M10614,600$11,7920.42%
61Mastercard IncMA100$10,4000.37%
62Meta Platforms IncMETA65$9,6320.34%
63A F L A C IncAFL9,210$9,5270.34%
64Sysco CorporationSYY857$8,8810.31%
65T Rowe Price Group IncTROW11,695$8,5330.30%
66Tractor Supply CompanyTSCO220$7,9620.28%
67Schwab Us Small Co Equities ETF80852460777,596$7,3110.26%
683M CompanyMMM5,530$7,2680.26%
69Trane Technologies PlcTT600$6,9620.25%
70Service Now IncNOW433$6,6260.23%
71iShares Core S&P 500 ETF4642872004,190$6,3640.23%
72Visa Inc Cl AV2$6,2260.22%
73Vanguard Dividend9219088443,020$6,1200.22%
74Schwab International Equities ETF808524805839$6,0420.21%
75Alphabet Inc Class AGOOG3,105$5,8780.21%
76Morgan StanleyMS-PQ1,380$5,6760.20%
77E O G Resources IncEOG4,465$5,3940.19%
78Salesforce ComCRM1,495$4,9980.18%
79Ecolab IncECL2,052$4,8080.17%
80Chubb LtdCB1,735$4,7940.17%
81Wells Fargo & Co New949746101108,511$4,7060.17%
82Shell PlcRYDAF130$4,5770.16%
83Raytheon Technologies CorpRTX20$4,3110.15%
84Vanguard Growth9229087361,100$4,3010.15%
85Arista Networks IncANET350$4,2890.15%
86Berkshire Hathaway Cl BBRK-A55$4,2830.15%
87Parker-Hannifin CorpPH160$4,2300.15%
88iShares Russell Midcap Index46428749925$4,0660.14%
89Goldman Sachs Group IncGSCE65$3,8650.14%
90Mid Amer Apt Cmntys Inc.59522J10313,119$3,6940.13%
91Coca-Cola CompanyKO5,892$3,6680.13%
92Avalonbay CommunitiesAWX15,800$3,5640.13%
93Perkinelmer IncRVTY210$3,5160.12%
94Public Storage IncPSA-PS85$3,4790.12%
95Intrcontinentalexchange45866F104485$3,3930.12%
96Carrier Global CorpCARR4,875$3,3280.12%
97VentasVTR137$3,1830.11%
98Philip Morris Intl Inc718172109200$3,0870.11%
99Ametek Inc NewAME1,700$3,0640.11%
100Honeywell International4385161069,639$2,8350.10%
101Mc Donalds CorpMCD20$2,7800.10%
102Disney Walt Co2546871062,450$2,7280.10%
103Royal Bank Canada7800871022,248$2,7090.10%
104Qualcomm IncQCOM300$2,5810.09%
105Kla Tencor CorpKLAC165$2,5200.09%
106Wal-Mart Stores IncWMT1,970$2,4850.09%
107Sector SPDR Fincl Select81369Y60513,877$2,3980.08%
108Ameriprise Financial Inc03076C106450$2,3960.08%
109Jpmorgan Municipal Etf46641Q64715,788$2,3570.08%
110Cannae Holdings IncCNNE150$2,3300.08%
111Mc Cormick & Co Inc N-VtMKC-V5$2,2870.08%
112Arthur J Gallagher&C363576109970$2,1460.08%
113Lennar CorpLEN-B1,200$2,0550.07%
114D R Horton Co23331A1091,440$2,0130.07%
115Myr Group IncMYRG4,515$2,0080.07%
116Union Pacific CorpUNP26$1,9270.07%
117Lam Research CorporationLRCX400$1,9140.07%
118Sterling ConstructionSTRL1,600$1,8950.07%
119Entegris IncENTG1,700$1,6840.06%
120Chipotle Mexican GrillCMG2,851$1,6770.06%
121Bank Of America Corp060505104700$1,6640.06%
122Sector SPDR Health Fund81369Y209200$1,6370.06%
123Starbucks CorpSBUX12$1,4600.05%
124Mckesson CorporationMCK3,000$1,4530.05%
125Ares Capital CorpARCC635$1,4450.05%
126Altria Group IncMO2,740$1,4330.05%
127New Era HeliumNUAIW59,473$1,4120.05%
128Vanguard Small Cap Fd9229085951$1,3720.05%
129Sector SPDR Indl Select81369Y7043,612$1,3640.05%
130Valero Energy Corp NewVLO125$1,3480.05%
131Avery Dennison CorpAVY1,620$1,3100.05%
132Allstate CorporationALL-PJ663$1,2780.05%
133Booz Allen HamiltonBAH950$1,2230.04%
134Deckers Outdoor CorpDECK600$1,2190.04%
135Clorox CompanyCLX825$1,2180.04%
136Cigna CorpCI425$1,1740.04%
137Thermo Fisher ScientificTMO75$1,1450.04%
138Broadridge11133T103802$1,1300.04%
139Stryker CorpSYK380$1,0800.04%
140Intl Business MachinesINTR55,160$1,0660.04%
141Sector SPDR Technology Shares81369Y8031,190$1,0230.04%
142ConocophillipsCOP1,024$1,0160.04%
143Vanguard Small Cap ETF9229087511,048$1,0040.04%
144F&G Annuities & Life IncFGSN2,393$9920.04%
145Franklin Resources IncBEN325$9900.04%
146Proshares S&P 500 Div Aristrocrats74348A4671,162$9880.03%
147Quanta Services Inc74762E102107$9480.03%
148KKR & Co IncKKRT4,000$9240.03%
149Cardinal Health IncCAH425$9230.03%
150Elevance HealthELV250$9220.03%
151Streettracks Gold Trust IndexGLD20$9200.03%
152Flexshares Qual Div EtfFLEX1,300$9170.03%
153Proshares Msci Transform74347G796992$8790.03%
154iShares Dow Jones Select Dividend F464287168184$8530.03%
155Bristol-Myers Squibb CoCELG-RI40,350$8430.03%
156Us Bancorp Del NewUSB-PS845$8390.03%
157Fiserv IncFISV400$8220.03%
158Church & Dwight Co IncCHD777$8140.03%
159Mondelez Intl Inc Cl A6092071051,000$8120.03%
160Tradeweb Mkts Inc8926721063,001$7860.03%
161Halliburton Co Hldg CoHAL101$7480.03%
162Vanguard S&P 500 ETF9229083633,250$7380.03%
163iShares S&P Midcap 400 Index4642875076,166$7170.03%
164Modine Manufacturing Co6078281002,390$6960.02%
165Paypal Holdings IncoPYPL200$6830.02%
166Fifth Third BancorpCI1,600$6760.02%
167Garmin LtdGRMN7,280$6710.02%
168Nrg Energy IncNRG700$6320.02%
169Unitedhealth Group IncUNH55$6320.02%
170Ares Management CorpARES-PB6,600$6200.02%
171Gilead Sciences IncGILD101$6140.02%
172Cava Group IncCAVA536$6050.02%
173Wingstop IncWING72$5680.02%
174SPDR S&P Dividend ETF78464A763140$5610.02%
175Teledyne TechnologiesTDY11,283$5570.02%
176Howmet Aerospace IncHWM1,255$5470.02%
177Palo Alto NetworksPANW665$5460.02%
178Adobe Systems IncADBE115$5110.02%
179Taiwan Semiconductr8740391007,185$5040.02%
180Evercore IncEVR175$4850.02%
181Schwab Us Reit ETF80852484723,590$4690.02%
182LeMaitre Vascular IncLMAT176$4610.02%
183Nike Inc Class BNKE57$4540.02%
184Lattice SemiconductrLSCC40$4530.02%
185Veralto CorpVLTO418$4510.02%
186Piper Sandler CosPIPR1,500$4500.02%
187Jackson Financial IncJXN-PA175$3920.01%
188Cincinnati Finl172062101270$3880.01%
189Blackrock Multi Sector Income TrustBLK147$3650.01%
190Workday IncWDAY24,195$3610.01%
191iShares Silver TrustSLV300$3410.01%
192Duke Energy Corp NewDUKB313$3370.01%
193Amer Electric Pwr Co025537101360$3320.01%
194Eaton CorporationETN100$3320.01%
195Monolithic Power Sys609839105600$3250.01%
196Intuitive SurgicalISRG2,277$3130.01%
197Boston Scientific CorpBSX1,490$2900.01%
198Capital One Financial Cp14040H105780$2670.01%
199Metlife IncMET-PF19,777$2660.01%
200Heico CorpHEI-A2,750$2620.01%
201Intel CorpINTC7,920$2600.01%
202Jabil IncJBL1,295$2520.01%
203Booking Holdings IncBKNG5$2480.01%
204Baxter International Inc0718131093,785$2480.01%
205Vaneck Vectors BDC Income ETF92189F41125$2410.01%
206Grayscale Bitcoin Trust BtcGBTC320$2370.01%
207TransunionTRU1,960$2320.01%
208Paychex IncPAYX700$2240.01%
209Netease IncNETTF250$2230.01%
210Advanced Micro DevicesAMD180$2170.01%
211Fedex CorporationFDX77$2170.01%
212Kimberly-Clark CorpKMB33,788$2160.01%
213Deere & CompanyCI50$2120.01%
214Tesla IncTSLA234$2060.01%
215Cabot Oil & GasCTRA11,731$2050.01%
216iShares S&P Asia 504642884304,600$2030.01%
217Advanced Drainage Systems Inc00790R104175$2020.01%
218Nu Holdings LtdNU80,748$2020.01%
219Vertex PharmaceuticalVRTX522$2010.01%
220PNC Finl Services Gp Inc69347510535$1930.01%
221Pfizer IncorporatedPFE2,585$1880.01%
222American Intl Group Inc026874107250$1820.01%
223iShares Exponential Tech ETF46434V3811,081$1790.01%
224Netflix IncNFLX20$1780.01%
225Citizens Finl Group IncCIA400$1750.01%
226Sector SPDR Engy Select81369Y5062,636$1710.01%
227O Reilly Automotive New67103H107100$1660.01%
228Genuine Parts CoGPC29,395$1650.01%
229Hewlett-Packard CompanyHPE-PC500$1530.01%
230D T E Energy CompanyDTK115$1390.00%
231Kraft Heinz CompanyKHC625$1380.00%
232Schwab Fundamental US Large Company808509442145$1360.00%
233M/I Homes IncMHO4,965$1330.00%
234Becton Dickinson & CoBDX850$1250.00%
235Eastman Chemical CoEMN135$1230.00%
236S J W GroupHTO250$1230.00%
237Lamb Weston HoldingsLW450$1180.00%
238Mitsubishi UFJ Financial Group Inc60682210420$1170.00%
239AstrazenecaAZN2,483$1150.00%
240Sempra EnergySREA1,035$1140.00%
241General Electric CompanyGE17$1130.00%
242Solventum Corp Com ShsSOLV390$1090.00%
243Oklo IncOKLO27,090$1060.00%
244Wisdomtree US Qlt DivWT25$1050.00%
245iShares Gold TrustIREN300$1020.00%
246Oneok IncOKE22$1000.00%
247Hercules Capital IncHCXY110$1000.00%
248Biomarin PharmaceutlBMRN45$970.00%
249Pulte Homes Inc7458671011,680$930.00%
250Diageo Plc New ADRDGEAF70$890.00%
251The Trade Desk Inc88339J10534,572$880.00%
252Amern Tower Corp Class AAMT45$830.00%
253Suncor Energy IncSU300$710.00%
254Biogen Idec IncBIIB945$690.00%
255Lvmh Moet Hennessy Louis Vuitton5024413065,842$670.00%
256MicroStrategy IncMCHPP380$580.00%
257Schlumberger LtdSLB85$560.00%
258GE Vernova Llc ComGEV325$560.00%
259Nebius Group NVNBIS1,350$550.00%
260Pbf Energy IncPBF12,339$530.00%
261Medtronic IncMDT959$520.00%
262Rockwell Automation IncROK100$510.00%
263Nano Nuclear Energy IncNNE1$500.00%
264Vistra Energy CorpVST50$480.00%
265Microchip Technology IncMCHPP1,645$460.00%
266Surf Air Mobility IncSRFM200$460.00%
267Global X Copper Miners37954Y830665$440.00%
268Rumble Cl ARUMBW300$390.00%
269Lululemon AthleticaLULU1,555$340.00%
270Wolfspeed IncWOLF300$330.00%
271Pricesmart IncPSMT16,964$320.00%
272Jack In The Box IncJACK21,387$290.00%
273Spotify Technology SASPOT26,984$270.00%
274Global X Lithium37954Y855115$270.00%
275Grayscale Bitcoin Mini Trust ETFGBTC660$270.00%
276Boeing CoBA-PA2,500$270.00%
277Affirm Hldgs IncAFRM40$240.00%
278Vgd Short Term Corp Bond ETF92206C40935,380$200.00%
279Sofi Technologies IncSOFI100$200.00%
280Iris Energy Pty ORDIREN300$180.00%
281Cleanspark IncCLSKW191$180.00%
282Upstart Hldgs IncUPST300$150.00%
283Ishares Global464288372650$130.00%
284Marathon Digital Holdings IncMARA51$130.00%
285Constellation Energy CoCEG5$110.00%
286Novo-Nordisk A-S ADRNONOF12$100.00%
287Trump Media & TechnologySRFM60$90.00%
288Cipher Mining ORD17253J106200$90.00%
289Warner Brothers DiscoverWBD35$80.00%
290Strattec Security CorpSTRT1,125$80.00%
291Green Thumb Inds IncGTBIF320$80.00%
292Solid Power IncSLDPW1$70.00%
293Quantumscape CorpQS3,725$60.00%
294Exelon CorporationEXC16$60.00%
295Sprott Gold Miners EtfSII6$60.00%
296Sprott Junior GoldSII19$40.00%
297First Trust Ise Global Wind33736G10625$40.00%
298Mattel IncorporatedMAT1,975$40.00%
299Core Scientific OrdCORZZ21$30.00%
300Allogene Therapeutics InALLO100$20.00%
301Match Group IncMTCH75$20.00%
302Riot Blockchain I N CRIOT18$20.00%
303First Majestic SilverAG29$20.00%
304Smartrent IncSMRT5,463$20.00%
305Hims &Hers Health IncHIMS470$10.00%
306Dutch Bros IncBROS1$10.00%
307Vanguard Reit ETF9229085531,450$10.00%
308Vertex Inc Cl AVERX5,405$10.00%
309Dollar Tree IncDLTR2$10.00%
310Yum Brands IncYUM130$10.00%
311Treasury Metals Inc894647825250$10.00%
312Lehman Bros Holding Inc524908100265$00.00%
313Cytogenix Inc Xxx23282510970$00.00%
314Mosaic ImmunoengineeringCPMV55$00.00%
315Nortell Networks Xxxx65656850816,370$00.00%
316Wheels Up Experience IWSUPW2,750$00.00%
317Pipesaver Technologies724086103100$00.00%
318Two Rivers Wtr & Farming90207B107109$00.00%
319SLS International7844291027,305$00.00%
320Snap IncSNAP1,666$00.00%