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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 2025 · Filed April 16, 2025 · Accession 0001140361-25-014010

Total Value
$2.6M
Positions
320
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (320)

#IssuerTicker / CUSIPSharesValue% of Filing
1Jefferies Group Inc New472319102934,805$500,77519.36%
2DFA International Core Equities233203281294,003$91,8173.55%
3Nvidia CorpNVDA70,183$76,0642.94%
4Apple Computer IncAAPL27,937$62,0562.40%
5Broadcom LtdAVGO35,515$59,4632.30%
6Schwab Us Large Co Equities ETF808524201225,625$49,8181.93%
7J P Morgan Chase & CoVYLD19,782$48,5251.88%
8Microsoft CorpMSFT12,699$47,6711.84%
9Auto Data ProcessingADP15,080$46,0741.78%
10Costco Wholesale Corp New22160K1054,821$45,5961.76%
11Lilly Eli & CompanyLLY5,391$44,5251.72%
12JP Morgan Ultra Short46641Q83787,849$44,4781.72%
13Amazon.Com IncAMZN23,170$44,0831.70%
14Nextera EnergyNEE-PW59,298$42,0361.63%
15Alphabet Inc Class CGOOG23,687$37,0061.43%
16Oracle CorporationORCL-PD25,700$35,9311.39%
17American Express CompanyAXP12,862$34,6061.34%
18Home Depot IncHD9,339$34,2271.32%
19DFA US Small Cap ETF23320384356,735$33,8991.31%
20Abbott LaboratoriesABLZF23,954$31,7751.23%
21Chevrontexaco CorpCVX18,734$31,3401.21%
22Accenture Ltd Cl AACN9,496$29,6311.15%
23Air Products & ChemicalsAIIR9,635$28,4161.10%
24Procter & Gamble Co74271810916,672$28,4121.10%
25Vitesse Energy IncVTS112,126$27,5721.07%
26Wisconsin Energy97665710624,395$26,5861.03%
27Johnson & JohnsonJNJ16,023$26,5731.03%
28Amgen IncorporatedAMGN8,523$26,5531.03%
29The Charles Schwab CorpSCHW-PJ33,462$26,1941.01%
30Hubbell IncHUBB7,902$26,1491.01%
31Colgate-Palmolive CoCL27,457$25,7270.99%
32Analog Devices IncADI12,129$24,4610.95%
33Citigroup IncC-PR33,313$23,6490.91%
34Emerson Electric CoEMR20,928$22,9450.89%
35Fidelity Natl Finl Inc31620R10535,198$22,9070.89%
36Corning IncGLW48,235$22,0820.85%
37Lockheed Martin CorpLMT4,935$22,0450.85%
38Lennar CorpLEN-B18,756$21,5280.83%
39Danaher Corp Del23585110210,316$21,1480.82%
40Novartis Ag Spon ADRNVSEF18,913$21,0840.82%
41Texas Instruments Inc88250810411,590$20,8270.81%
42Spectrum Brands HldgSPB28,933$20,7020.80%
43Applied Materials Inc03822210513,687$19,8630.77%
44Schwab US Dividend80852479768,680$19,2030.74%
45Exxon Mobil CorporationXOM15,922$18,9360.73%
46Merck & Co IncMRK20,167$18,1020.70%
47Sherwin-Williams CoSHW5,073$17,7140.68%
48Cisco Systems IncCSCO28,230$17,4210.67%
49Pepsico IncorporatedPEP11,589$17,3770.67%
50AbbVie IncABBV8,133$17,0400.66%
51General Mills Inc37033410428,475$17,0250.66%
52ASML Holding NVASMLF2,520$16,6980.65%
53Caterpillar IncCAT4,932$16,2660.63%
54Verizon CommunicationsVZ35,395$16,0550.62%
55Northern TrustNTRSO15,600$15,3890.60%
56Constellation Brand Cl ASTZ7,958$14,6050.56%
57Interpublic Group Of CosINTR52,590$14,2830.55%
58Target CorporationTGT11,640$12,1480.47%
59Constellation Energy CoCEG5,932$11,9610.46%
60Invesco S&P 500 Equal Weight ETFIVZ6,495$11,2510.44%
61Fidelity Natl Info Svcs31620M10614,600$10,9030.42%
62iShares S&P 500 Value4642874085,376$10,2460.40%
63Mastercard IncMA1,815$9,9480.38%
64A F L A C IncAFL8,145$9,0560.35%
65Meta Platforms IncMETA1,525$8,7890.34%
66Sysco CorporationSYY11,655$8,7460.34%
673M CompanyMMM5,280$7,7540.30%
68Tractor Supply CompanyTSCO13,050$7,1910.28%
69T Rowe Price Group IncTROW7,435$6,8310.26%
70Visa Inc Cl AV1,930$6,7640.26%
71Schwab Us Small Co Equities ETF80852460728,125$6,5900.25%
72Trane Technologies PlcTT1,885$6,3510.25%
73iShares Core S&P 500 ETF4642872001,081$6,0740.23%
74Vanguard Dividend9219088443,025$5,8680.23%
75Shell PlcRYDAF7,305$5,3530.21%
76Morgan StanleyMS-PQ4,515$5,2680.20%
77E O G Resources IncEOG4,100$5,2580.20%
78Chubb LtdCB1,735$5,2400.20%
79Berkshire Hathaway Cl BBRK-A945$5,0330.19%
80Alphabet Inc Class AGOOG3,235$5,0030.19%
81Raytheon Technologies CorpRTX3,725$4,9340.19%
82Ecolab IncECL1,852$4,6950.18%
83Wells Fargo & Co New9497461016,200$4,4510.17%
84Coca-Cola CompanyKO5,892$4,2200.16%
85Philip Morris Intl Inc7181721092,565$4,0710.16%
86Mid Amer Apt Cmntys Inc.59522J1032,410$4,0390.16%
87Schwab International Equities ETF80852480520,400$4,0350.16%
88Intrcontinentalexchange45866F1042,277$3,9280.15%
89iShares Russell Midcap Index4642874994,600$3,9130.15%
90Service Now IncNOW489$3,8930.15%
91Vanguard Growth9229087361,048$3,8860.15%
92VentasVTR5,455$3,7510.15%
93Goldman Sachs Group IncGSCE675$3,6870.14%
94Parker-Hannifin CorpPH590$3,5860.14%
95Avalonbay CommunitiesAWX1,635$3,5090.14%
96Public Storage IncPSA-PS1,172$3,5080.14%
97Salesforce ComCRM1,230$3,3010.13%
98Revvity IncRVTY3,075$3,2530.13%
99Arista Networks IncANET3,880$3,0060.12%
100Mc Donalds CorpMCD959$2,9960.12%
101Ametek Inc NewAME1,700$2,9260.11%
102Kla Tencor CorpKLAC400$2,7190.11%
103Carrier Global CorpCARR4,275$2,7100.10%
104Honeywell International4385161061,255$2,6570.10%
105Arthur J Gallagher&C363576109756$2,6100.10%
106Royal Bank Canada7800871022,248$2,5340.10%
107Sector SPDR Fincl Select81369Y6055,015$2,4980.10%
108Mc Cormick & Co Inc N-VtMKC-V3,000$2,4690.10%
109Disney Walt Co2546871062,450$2,4180.09%
110Wal-Mart Stores IncWMT2,750$2,4140.09%
111Jpmorgan Municipal Etf46641Q6474,700$2,3500.09%
112Ameriprise Financial Inc03076C106450$2,1780.08%
113Cannae Holdings IncCNNE11,731$2,1500.08%
114Millrose Pptys Inc Class A6011371027,660$2,0310.08%
115Union Pacific CorpUNP845$1,9960.08%
116Lam Research CorporationLRCX2,650$1,9270.07%
117D R Horton Co23331A1091,440$1,8310.07%
118Valero Energy Corp NewVLO1,350$1,7830.07%
119Qualcomm IncQCOM1,155$1,7740.07%
120Sector SPDR Health Fund81369Y2091,190$1,7380.07%
121Mckesson CorporationMCK255$1,7160.07%
122Lennar CorpLEN-B1,555$1,6960.07%
123Altria Group IncMO2,740$1,6450.06%
124Starbucks CorpSBUX1,600$1,5690.06%
125Myr Group IncMYRG1,350$1,5270.06%
126Entegris IncENTG1,700$1,4870.06%
127Cigna CorpCI425$1,3980.05%
128Allstate CorporationALL-PJ663$1,3730.05%
129Sector SPDR Indl Select81369Y7041,035$1,3570.05%
130Chipotle Mexican GrillCMG2,701$1,3560.05%
131Howmet Aerospace IncHWM1,000$1,2970.05%
132Sterling ConstructionSTRL1,125$1,2740.05%
133Avery Dennison CorpAVY700$1,2460.05%
134Vanguard Small Cap Fd922908595490$1,2340.05%
135Broadridge11133T103500$1,2120.05%
136Intl Business MachinesINTR485$1,2060.05%
137Bank Of America Corp0605051042,785$1,1620.04%
138Stryker CorpSYK300$1,1170.04%
139Clorox CompanyCLX750$1,1040.04%
140Streettracks Gold Trust IndexGLD380$1,0950.04%
141Elevance HealthELV250$1,0870.04%
142Cardinal Health IncCAH780$1,0750.04%
143ConocophillipsCOP1,024$1,0750.04%
144Proshares S&P 500 Div Aristrocrats74348A467992$1,0140.04%
145Franklin Resources IncBEN4,880$9390.04%
146Vanguard Small Cap ETF922908751418$9270.04%
147Mondelez Intl Inc Cl A6092071051,360$9230.04%
148Bristol-Myers Squibb CoCELG-RI1,490$9090.04%
149Sector SPDR Technology Shares81369Y803440$9090.04%
150Tradeweb Mkts Inc892672106600$8910.03%
151Flexshares Qual Div EtfFLEX1,300$8890.03%
152Fiserv IncFISV400$8830.03%
153Proshares Msci Transform74347G7961,950$8760.03%
154iShares Dow Jones Select Dividend F464287168650$8730.03%
155F&G Annuities & Life IncFGSN2,393$8630.03%
156Church & Dwight Co IncCHD777$8550.03%
157Quanta Services Inc74762E102300$7630.03%
158Gilead Sciences IncGILD665$7450.03%
159Us Bancorp Del NewUSB-PS1,755$7410.03%
160KKR & Co IncKKRT625$7230.03%
161Garmin LtdGRMN325$7060.03%
162Halliburton Co Hldg CoHAL2,700$6850.03%
163Deckers Outdoor CorpDECK603$6740.03%
164iShares S&P Midcap 400 Index4642875071,150$6710.03%
165Nrg Energy IncNRG700$6680.03%
166Unitedhealth Group IncUNH125$6550.03%
167Fifth Third BancorpCI1,600$6270.02%
168Teledyne TechnologiesTDY120$5970.02%
169SPDR S&P Dividend ETF78464A763425$5770.02%
170Booz Allen HamiltonBAH550$5750.02%
171Paypal Holdings IncoPYPL800$5220.02%
172Ares Management CorpARES-PB350$5130.02%
173Palo Alto NetworksPANW300$5120.02%
174Schwab Us Reit ETF8085248472,226$4790.02%
175Thermo Fisher ScientificTMO95$4730.02%
176Cava Group IncCAVA536$4630.02%
177Modine Manufacturing Co607828100600$4610.02%
178Adobe Systems IncADBE115$4410.02%
179Vanguard S&P 500 ETF92290836384$4320.02%
180Taiwan Semiconductr874039100255$4230.02%
181Lattice SemiconductrLSCC800$4200.02%
182LeMaitre Vascular IncLMAT500$4200.02%
183iShares Silver TrustSLV1,295$4010.02%
184Cincinnati Finl172062101270$3990.02%
185Amer Electric Pwr Co025537101360$3930.02%
186Pacer US Cash Cows 100 ETF69374H881700$3830.01%
187Duke Energy Corp NewDUKB313$3820.01%
188Jackson Financial IncJXN-PA450$3770.01%
189Schwab Int'l High Div Stocks8085246721,470$3730.01%
190Piper Sandler CosPIPR150$3710.01%
191Nike Inc Class BNKE575$3650.01%
192Veralto CorpVLTO367$3580.01%
193Evercore IncEVR175$3500.01%
194Boston Scientific CorpBSX325$3280.01%
195Workday IncWDAY140$3270.01%
196Monolithic Power Sys60983910555$3190.01%
197Intuitive SurgicalISRG60$2970.01%
198Intel CorpINTC1,295$2940.01%
199Ares Capital CorpARCC1,300$2880.01%
200Eaton CorporationETN100$2720.01%
201New Era HeliumNBIS23,532$2680.01%
202Heico CorpHEI-A100$2670.01%
203Metlife IncMET-PF325$2610.01%
204Netease IncNETTF250$2570.01%
205Baxter International Inc071813109750$2570.01%
206Paychex IncPAYX160$2470.01%
207Vaneck Vectors BDC Income ETF92189F4111,450$2430.01%
208Vertex PharmaceuticalVRTX50$2420.01%
209Vanguard FTSE Europe ETF922042874345$2420.01%
210Deere & CompanyCI50$2350.01%
211Kimberly-Clark CorpKMB165$2350.01%
212Cabot Oil & GasCTRA802$2320.01%
213Booking Holdings IncBKNG5$2300.01%
214iShares S&P Asia 50464288430300$2170.01%
215American Intl Group Inc026874107250$2170.01%
216Grayscale Bitcoin Trust BtcGBTC320$2090.01%
217TransunionTRU250$2070.01%
218O Reilly Automotive New67103H10714$2010.01%
219Fedex CorporationFDX77$1880.01%
220Sector SPDR Engy Select81369Y506200$1870.01%
221PNC Finl Services Gp Inc693475105100$1760.01%
222iShares Exponential Tech ETF46434V381300$1730.01%
223Genuine Parts CoGPC141$1680.01%
224Citizens Finl Group IncCIA400$1640.01%
225Agnico Eagle Mines LtdAEM150$1630.01%
226D T E Energy CompanyDTK115$1590.01%
227Advanced Micro DevicesAMD150$1540.01%
228Tesla IncTSLA57$1480.01%
229Deutsche Bank AGD18190898600$1430.01%
230S J W GroupHTO250$1370.01%
231Kraft Heinz CompanyKHC450$1370.01%
232General Electric CompanyGE68$1360.01%
233Mitsubishi UFJ Financial Group Inc6068221041,000$1360.01%
234Schwab Fundamental US Large Company808509442573$1350.01%
235Root IncROOT100$1330.01%
236Hewlett-Packard CompanyHPE-PC470$1300.01%
237AstrazenecaAZN175$1290.00%
238Solventum Corp Com ShsSOLV165$1250.00%
239iShares Gold TrustIREN207$1220.00%
240Eastman Chemical CoEMN135$1190.00%
241ACM Research Inc Cl A00108J109500$1170.00%
242Biomarin PharmaceutlBMRN147$1040.00%
243Wisdomtree US Qlt DivWT130$1040.00%
244Oneok IncOKE100$990.00%
245Amern Tower Corp Class AAMT45$980.00%
246Hercules Capital IncHCXY500$960.00%
247Sempra EnergySREA130$930.00%
248Netflix IncNFLX10$930.00%
249TSLA Bear Daily ETF46144X867200$920.00%
250Pulte Homes Inc74586710185$870.00%
251Suncor Energy IncSU200$770.00%
252Lvmh Moet Hennessy Louis Vuitton50244130651$630.00%
253Biogen Idec IncBIIB45$620.00%
254Schlumberger LtdSLB145$610.00%
255Medtronic IncMDT65$580.00%
256MicroStrategy IncMCHPP20$580.00%
257Nu Holdings LtdNU550$560.00%
258Pfizer IncorporatedPFE210$530.00%
259Nano Nuclear Energy IncNNE200$530.00%
260GE Vernova Llc ComGEV17$520.00%
261Rockwell Automation IncROK18$470.00%
262Wolfspeed IncWOLF1,500$460.00%
263Global X Copper Miners37954Y830115$450.00%
264Nebius Group NVNBIS200$420.00%
265The Trade Desk Inc88339J10575$410.00%
266Vistra Energy CorpVST35$410.00%
267On Semiconductor CoON100$410.00%
268Microchip Technology IncMCHPP80$390.00%
269Spotify Technology SASPOT6$330.00%
270Recursion Pharmaceuticals IncRXRX600$320.00%
271Pricesmart IncPSMT35$310.00%
272Global X Lithium37954Y85565$250.00%
273Lululemon AthleticaLULU9$250.00%
274Surf Air Mobility IncSRFM857$230.00%
275Grayscale Bitcoin Mini Trust ETFGBTC64$230.00%
276Rumble Cl ARUMBW300$210.00%
277Jack In The Box IncJACK70$190.00%
278Affirm Hldgs IncAFRM40$180.00%
279Sofi Technologies IncSOFI127$150.00%
280Ishares Global46428837225$140.00%
281Cleanspark IncCLSKW191$130.00%
282Upstart Hldgs IncUPST25$120.00%
283Iris Energy Pty ORD45866F104184$110.00%
284Novo-Nordisk A-S ADRNONOF16$110.00%
285Marathon Digital Holdings IncMARA75$90.00%
286Warner Brothers DiscoverWBD72$80.00%
287Sprott Gold Miners EtfSII20$80.00%
288Strattec Security CorpSTRT20$80.00%
289Exelon CorporationEXC16$70.00%
290Green Thumb Inds IncGTBIF101$60.00%
291Trump Media & TechnologySRFM26$50.00%
292Sprott Junior GoldSII12$50.00%
293Cipher Mining ORD17253J106200$50.00%
294Mattel IncorporatedMAT20$40.00%
295First Trust Ise Global Wind33736G10625$40.00%
296Quantumscape CorpQS107$40.00%
297Solid Power IncSLDPW390$40.00%
298Micron Technology IncMU4$30.00%
299First Majestic SilverAG29$20.00%
300Core Scientific OrdCORZZ21$20.00%
301Yum Brands IncYUM1$20.00%
302Dollar Tree IncDLTR2$20.00%
303Match Group IncMTCH5$20.00%
304Smartrent IncSMRT100$10.00%
305Celsius Holdings IncCELH2$10.00%
306Hims &Hers Health IncHIMS5$10.00%
307Riot Blockchain I N CRIOT20$10.00%
308Snap IncSNAP6$10.00%
309Vertex Inc Cl AVRTX2$10.00%
310Dutch Bros IncBROS1$10.00%
311Allogene Therapeutics InALLO100$10.00%
312Vanguard Reit ETF9229085531$10.00%
313Mosaic ImmunoengineeringCPMV1$00.00%
314NeXGold Mining Corp65345V108109$00.00%
315SLS International7844291021,666$00.00%
316Nortell Networks Xxxx65656850857$00.00%
317Two Rivers Wtr & Farming90207B10755$00.00%
318Cytogenix Inc Xxx23282510970$00.00%
319Wheels Up Experience IWSUPW25$00.00%
320Lehman Bros Holding Inc5249081001,200$00.00%