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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 (Amended)

West Oak Capital, LLC

Quarter ended Q4 2024 · Filed January 14, 2025 · Accession 0001140361-25-000959

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 New472319102919,081$720,56025.49%
2Nvidia CorpNVDA78,718$105,7113.74%
3Broadcom LtdAVGO39,735$92,1223.26%
4Apple Computer IncAAPL28,562$71,5272.53%
5Microsoft CorpMSFT13,149$55,4231.96%
6Amazon.Com IncAMZN24,805$54,4201.93%
7Schwab Us Large Co Equities ETF808524201228,160$52,8871.87%
8J P Morgan Chase & CoVYLD21,342$51,1591.81%
9Costco Wholesale Corp New22160K1055,313$48,6811.72%
10Alphabet Inc Class CGOOG24,315$46,3051.64%
11Auto Data ProcessingADP15,775$46,1781.63%
12Oracle CorporationORCL-PD26,935$44,8841.59%
13Lilly Eli & CompanyLLY5,762$44,4831.57%
14Nextera EnergyNEE-PW59,418$42,5971.51%
15American Express CompanyAXP14,267$42,3441.50%
16Home Depot IncHD9,654$37,5531.33%
17Accenture Ltd Cl AACN9,646$33,9341.20%
18Hubbell IncHUBB7,902$33,1011.17%
19Air Products & ChemicalsAIIR9,880$28,6561.01%
20Procter & Gamble Co74271810917,034$28,5581.01%
21Abbott LaboratoriesABLZF24,564$27,7840.98%
22Chevrontexaco CorpCVX18,924$27,4100.97%
23Vitesse Energy IncVTS108,511$27,1280.96%
24Analog Devices IncADI12,509$26,5770.94%
25Emerson Electric CoEMR21,088$26,1340.92%
26The Charles Schwab CorpSCHW-PJ34,612$25,6160.91%
27Lennar CorpLEN-B18,731$25,5430.90%
28Colgate-Palmolive CoCL27,547$25,0430.89%
29Citigroup IncC-PR35,178$24,7620.88%
30Corning IncGLW51,410$24,4300.86%
31Danaher Corp Del23585110210,411$23,8980.85%
32Lockheed Martin CorpLMT4,895$23,7870.84%
33Johnson & JohnsonJNJ16,018$23,1650.82%
34Spectrum Brands HldgSPB27,359$23,1160.82%
35Wisconsin Energy97665710624,575$23,1100.82%
36Applied Materials Inc03822210513,982$22,7390.80%
37Amgen IncorporatedAMGN8,623$22,4750.80%
38Texas Instruments Inc88250810411,590$21,7320.77%
39JP Morgan Ultra Short46641Q83742,079$21,1950.75%
40Merck & Co IncMRK20,092$19,9880.71%
41Fidelity Natl Finl Inc31620R10535,198$19,7600.70%
42Pepsico IncorporatedPEP12,579$19,1280.68%
43General Mills Inc37033410429,885$19,0580.67%
44Schwab US Dividend80852479769,630$19,0230.67%
45Caterpillar IncCAT5,202$18,8710.67%
46Sherwin-Williams CoSHW5,458$18,5530.66%
47Novartis Ag Spon ADRNVSEF18,778$18,2730.65%
48Exxon Mobil CorporationXOM16,207$17,4340.62%
49Cisco Systems IncCSCO29,235$17,3070.61%
50Constellation Brand Cl ASTZ7,683$16,9790.60%
51Northern TrustNTRSO16,325$16,7330.59%
52Interpublic Group Of CosINTR55,595$15,5780.55%
53AbbVie IncABBV8,683$15,4300.55%
54Target CorporationTGT11,375$15,3770.54%
55ASML Holding NVASMLF2,163$14,9910.53%
56Verizon CommunicationsVZ35,595$14,2340.50%
57Invesco S&P 500 Equal Weight ETFIVZ7,360$12,8970.46%
58iShares S&P 500 Value4642874086,551$12,5050.44%
59Schwab Int'l High Div Stocks80852467253,208$12,3020.44%
60Fidelity Natl Info Svcs31620M10614,600$11,7920.42%
61Mastercard IncMA1,975$10,4000.37%
62Meta Platforms IncMETA1,645$9,6320.34%
63A F L A C IncAFL9,210$9,5270.34%
64Sysco CorporationSYY11,615$8,8810.31%
65T Rowe Price Group IncTROW7,545$8,5330.30%
66Tractor Supply CompanyTSCO15,005$7,9620.28%
67Schwab Us Small Co Equities ETF80852460728,270$7,3110.26%
683M CompanyMMM5,630$7,2680.26%
69Trane Technologies PlcTT1,885$6,9620.25%
70Service Now IncNOW625$6,6260.23%
71iShares Core S&P 500 ETF4642872001,081$6,3640.23%
72Visa Inc Cl AV1,970$6,2260.22%
73Vanguard Dividend9219088443,125$6,1200.22%
74Schwab International Equities ETF80852480532,660$6,0420.21%
75Alphabet Inc Class AGOOG3,105$5,8780.21%
76Morgan StanleyMS-PQ4,515$5,6760.20%
77E O G Resources IncEOG4,400$5,3940.19%
78Salesforce ComCRM1,495$4,9980.18%
79Ecolab IncECL2,052$4,8080.17%
80Chubb LtdCB1,735$4,7940.17%
81Wells Fargo & Co New9497461016,700$4,7060.17%
82Shell PlcRYDAF7,305$4,5770.16%
83Raytheon Technologies CorpRTX3,725$4,3110.15%
84Vanguard Growth9229087361,048$4,3010.15%
85Arista Networks IncANET3,880$4,2890.15%
86Berkshire Hathaway Cl BBRK-A945$4,2830.15%
87Parker-Hannifin CorpPH665$4,2300.15%
88iShares Russell Midcap Index4642874994,600$4,0660.14%
89Goldman Sachs Group IncGSCE675$3,8650.14%
90Mid Amer Apt Cmntys Inc.59522J1032,390$3,6940.13%
91Coca-Cola CompanyKO5,892$3,6680.13%
92Avalonbay CommunitiesAWX1,620$3,5640.13%
93Perkinelmer IncRVTY3,150$3,5160.12%
94Public Storage IncPSA-PS1,162$3,4790.12%
95Intrcontinentalexchange45866F1042,277$3,3930.12%
96Carrier Global CorpCARR4,875$3,3280.12%
97VentasVTR5,405$3,1830.11%
98Philip Morris Intl Inc7181721092,565$3,0870.11%
99Ametek Inc NewAME1,700$3,0640.11%
100Honeywell International4385161061,255$2,8350.10%
101Mc Donalds CorpMCD959$2,7800.10%
102Disney Walt Co2546871062,450$2,7280.10%
103Royal Bank Canada7800871022,248$2,7090.10%
104Qualcomm IncQCOM1,680$2,5810.09%
105Kla Tencor CorpKLAC400$2,5200.09%
106Wal-Mart Stores IncWMT2,750$2,4850.09%
107Sector SPDR Fincl Select81369Y6054,962$2,3980.08%
108Ameriprise Financial Inc03076C106450$2,3960.08%
109Jpmorgan Municipal Etf46641Q6474,700$2,3570.08%
110Cannae Holdings IncCNNE11,731$2,3300.08%
111Mc Cormick & Co Inc N-VtMKC-V3,000$2,2870.08%
112Arthur J Gallagher&C363576109756$2,1460.08%
113Lennar CorpLEN-B1,555$2,0550.07%
114D R Horton Co23331A1091,440$2,0130.07%
115Myr Group IncMYRG1,350$2,0080.07%
116Union Pacific CorpUNP845$1,9270.07%
117Lam Research CorporationLRCX2,650$1,9140.07%
118Sterling ConstructionSTRL1,125$1,8950.07%
119Entegris IncENTG1,700$1,6840.06%
120Chipotle Mexican GrillCMG2,781$1,6770.06%
121Bank Of America Corp0605051043,785$1,6640.06%
122Sector SPDR Health Fund81369Y2091,190$1,6370.06%
123Starbucks CorpSBUX1,600$1,4600.05%
124Mckesson CorporationMCK255$1,4530.05%
125Ares Capital CorpARCC6,600$1,4450.05%
126Altria Group IncMO2,740$1,4330.05%
127New Era HeliumNUAIW23,532$1,4120.05%
128Vanguard Small Cap Fd922908595490$1,3720.05%
129Sector SPDR Indl Select81369Y7041,035$1,3640.05%
130Valero Energy Corp NewVLO1,100$1,3480.05%
131Avery Dennison CorpAVY700$1,3100.05%
132Allstate CorporationALL-PJ663$1,2780.05%
133Booz Allen HamiltonBAH950$1,2230.04%
134Deckers Outdoor CorpDECK600$1,2190.04%
135Clorox CompanyCLX750$1,2180.04%
136Cigna CorpCI425$1,1740.04%
137Thermo Fisher ScientificTMO220$1,1450.04%
138Broadridge11133T103500$1,1300.04%
139Stryker CorpSYK300$1,0800.04%
140Intl Business MachinesINTR485$1,0660.04%
141Sector SPDR Technology Shares81369Y803440$1,0230.04%
142ConocophillipsCOP1,024$1,0160.04%
143Vanguard Small Cap ETF922908751418$1,0040.04%
144F&G Annuities & Life IncFGSN2,393$9920.04%
145Franklin Resources IncBEN4,880$9900.04%
146Proshares S&P 500 Div Aristrocrats74348A467992$9880.03%
147Quanta Services Inc74762E102300$9480.03%
148KKR & Co IncKKRT625$9240.03%
149Cardinal Health IncCAH780$9230.03%
150Elevance HealthELV250$9220.03%
151Streettracks Gold Trust IndexGLD380$9200.03%
152Flexshares Qual Div EtfFLEX1,300$9170.03%
153Proshares Msci Transform74347G7961,950$8790.03%
154iShares Dow Jones Select Dividend F464287168650$8530.03%
155Bristol-Myers Squibb CoCELG-RI1,490$8430.03%
156Us Bancorp Del NewUSB-PS1,755$8390.03%
157Fiserv IncFISV400$8220.03%
158Church & Dwight Co IncCHD777$8140.03%
159Mondelez Intl Inc Cl A6092071051,360$8120.03%
160Tradeweb Mkts Inc892672106600$7860.03%
161Halliburton Co Hldg CoHAL2,750$7480.03%
162Vanguard S&P 500 ETF922908363137$7380.03%
163iShares S&P Midcap 400 Index4642875071,150$7170.03%
164Modine Manufacturing Co607828100600$6960.02%
165Paypal Holdings IncoPYPL800$6830.02%
166Fifth Third BancorpCI1,600$6760.02%
167Garmin LtdGRMN325$6710.02%
168Nrg Energy IncNRG700$6320.02%
169Unitedhealth Group IncUNH125$6320.02%
170Ares Management CorpARES-PB350$6200.02%
171Gilead Sciences IncGILD665$6140.02%
172Cava Group IncCAVA536$6050.02%
173Wingstop IncWING200$5680.02%
174SPDR S&P Dividend ETF78464A763425$5610.02%
175Teledyne TechnologiesTDY120$5570.02%
176Howmet Aerospace IncHWM500$5470.02%
177Palo Alto NetworksPANW300$5460.02%
178Adobe Systems IncADBE115$5110.02%
179Taiwan Semiconductr874039100255$5040.02%
180Evercore IncEVR175$4850.02%
181Schwab Us Reit ETF8085248472,226$4690.02%
182LeMaitre Vascular IncLMAT500$4610.02%
183Nike Inc Class BNKE600$4540.02%
184Lattice SemiconductrLSCC800$4530.02%
185Veralto CorpVLTO443$4510.02%
186Piper Sandler CosPIPR150$4500.02%
187Jackson Financial IncJXN-PA450$3920.01%
188Cincinnati Finl172062101270$3880.01%
189Blackrock Multi Sector Income TrustBLK2,500$3650.01%
190Workday IncWDAY140$3610.01%
191iShares Silver TrustSLV1,295$3410.01%
192Duke Energy Corp NewDUKB313$3370.01%
193Amer Electric Pwr Co025537101360$3320.01%
194Eaton CorporationETN100$3320.01%
195Monolithic Power Sys60983910555$3250.01%
196Intuitive SurgicalISRG60$3130.01%
197Boston Scientific CorpBSX325$2900.01%
198Capital One Financial Cp14040H105150$2670.01%
199Metlife IncMET-PF325$2660.01%
200Heico CorpHEI-A110$2620.01%
201Intel CorpINTC1,295$2600.01%
202Jabil IncJBL175$2520.01%
203Baxter International Inc071813109850$2480.01%
204Booking Holdings IncBKNG5$2480.01%
205Vaneck Vectors BDC Income ETF92189F4111,450$2410.01%
206Grayscale Bitcoin Trust BtcGBTC320$2370.01%
207TransunionTRU250$2320.01%
208Paychex IncPAYX160$2240.01%
209Netease IncNETTF250$2230.01%
210Advanced Micro DevicesAMD180$2170.01%
211Fedex CorporationFDX77$2170.01%
212Kimberly-Clark CorpKMB165$2160.01%
213Deere & CompanyCI50$2120.01%
214Tesla IncTSLA51$2060.01%
215Cabot Oil & GasCTRA802$2050.01%
216iShares S&P Asia 50464288430300$2030.01%
217Advanced Drainage Systems Inc00790R104175$2020.01%
218Nu Holdings LtdNU1,950$2020.01%
219Vertex PharmaceuticalVRTX50$2010.01%
220PNC Finl Services Gp Inc693475105100$1930.01%
221Pfizer IncorporatedPFE710$1880.01%
222American Intl Group Inc026874107250$1820.01%
223iShares Exponential Tech ETF46434V381300$1790.01%
224Netflix IncNFLX20$1780.01%
225Citizens Finl Group IncCIA400$1750.01%
226Sector SPDR Engy Select81369Y506200$1710.01%
227O Reilly Automotive New67103H10714$1660.01%
228Genuine Parts CoGPC141$1650.01%
229Hewlett-Packard CompanyHPE-PC470$1530.01%
230D T E Energy CompanyDTK115$1390.00%
231Kraft Heinz CompanyKHC450$1380.00%
232Schwab Fundamental US Large Company808509442573$1360.00%
233M/I Homes IncMHO100$1330.00%
234Becton Dickinson & CoBDX55$1250.00%
235S J W GroupHTO250$1230.00%
236Eastman Chemical CoEMN135$1230.00%
237Lamb Weston HoldingsLW176$1180.00%
238Mitsubishi UFJ Financial Group Inc6068221041,000$1170.00%
239AstrazenecaAZN175$1150.00%
240Sempra EnergySREA130$1140.00%
241General Electric CompanyGE68$1130.00%
242Solventum Corp Com ShsSOLV165$1090.00%
243Oklo IncOKLO500$1060.00%
244Wisdomtree US Qlt DivWT130$1050.00%
245iShares Gold TrustIREN207$1020.00%
246Oneok IncOKE100$1000.00%
247Hercules Capital IncHCXY500$1000.00%
248Biomarin PharmaceutlBMRN147$970.00%
249Pulte Homes Inc74586710185$930.00%
250Diageo Plc New ADRDGEAF70$890.00%
251The Trade Desk Inc88339J10575$880.00%
252Amern Tower Corp Class AAMT45$830.00%
253Suncor Energy IncSU200$710.00%
254Biogen Idec IncBIIB45$690.00%
255Lvmh Moet Hennessy Louis Vuitton50244130651$670.00%
256MicroStrategy IncMCHPP20$580.00%
257Schlumberger LtdSLB145$560.00%
258GE Vernova Llc ComGEV17$560.00%
259Nebius Group NVNBIS200$550.00%
260Pbf Energy IncPBF200$530.00%
261Medtronic IncMDT65$520.00%
262Rockwell Automation IncROK18$510.00%
263Nano Nuclear Energy IncNNE200$500.00%
264Vistra Energy CorpVST35$480.00%
265Microchip Technology IncMCHPP80$460.00%
266Surf Air Mobility IncSRFM857$460.00%
267Global X Copper Miners37954Y830115$440.00%
268Rumble Cl ARUMBW300$390.00%
269Lululemon AthleticaLULU9$340.00%
270Wolfspeed IncWOLF500$330.00%
271Pricesmart IncPSMT35$320.00%
272Jack In The Box IncJACK70$290.00%
273Global X Lithium37954Y85565$270.00%
274Boeing CoBA-PA15$270.00%
275Grayscale Bitcoin Mini Trust ETFGBTC64$270.00%
276Spotify Technology SASPOT6$270.00%
277Affirm Hldgs IncAFRM40$240.00%
278Vgd Short Term Corp Bond ETF92206C40925$200.00%
279Sofi Technologies IncSOFI127$200.00%
280Iris Energy Pty ORDIREN184$180.00%
281Cleanspark IncCLSKW191$180.00%
282Upstart Hldgs IncUPST25$150.00%
283Ishares Global46428837225$130.00%
284Marathon Digital Holdings IncMARA75$130.00%
285Constellation Energy CoCEG5$110.00%
286Novo-Nordisk A-S ADRNONOF12$100.00%
287Cipher Mining ORD17253J106200$90.00%
288Trump Media & TechnologySRFM26$90.00%
289Green Thumb Inds IncGTBIF101$80.00%
290Strattec Security CorpSTRT20$80.00%
291Warner Brothers DiscoverWBD72$80.00%
292Solid Power IncSLDPW390$70.00%
293Exelon CorporationEXC16$60.00%
294Sprott Gold Miners EtfSII20$60.00%
295Quantumscape CorpQS107$60.00%
296Mattel IncorporatedMAT20$40.00%
297Sprott Junior GoldSII12$40.00%
298First Trust Ise Global Wind33736G10625$40.00%
299Core Scientific OrdCORZZ21$30.00%
300Smartrent IncSMRT100$20.00%
301First Majestic SilverAG29$20.00%
302Match Group IncMTCH5$20.00%
303Allogene Therapeutics InALLO100$20.00%
304Riot Blockchain I N CRIOT20$20.00%
305Yum Brands IncYUM1$10.00%
306Dutch Bros IncBROS1$10.00%
307Hims &Hers Health IncHIMS5$10.00%
308Vertex Inc Cl AVERX2$10.00%
309Dollar Tree IncDLTR2$10.00%
310Treasury Metals Inc894647825109$10.00%
311Vanguard Reit ETF9229085531$10.00%
312Wheels Up Experience IWSUPW25$00.00%
313Two Rivers Wtr & Farming90207B10755$00.00%
314Snap IncSNAP1$00.00%
315Lehman Bros Holding Inc5249081001,200$00.00%
316Cytogenix Inc Xxx23282510970$00.00%
317Mosaic ImmunoengineeringCPMV1$00.00%
318SLS International7844291021,666$00.00%
319Pipesaver Technologies7240861031,500$00.00%
320Nortell Networks Xxxx65656850857$00.00%