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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 2025 · Filed July 15, 2025 · Accession 0001140361-25-025806

Total Value
$2.6M
Positions
316
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (316)

#IssuerTicker / CUSIPSharesValue% of Filing
1JP Morgan Ultra Short46641Q837241,592$122,4394.80%
2DFA International Core Equities233203281342,580$118,4304.64%
3Jefferies Group Inc New472319102206,607$112,9934.43%
4Nvidia CorpNVDA69,399$109,6444.29%
5Broadcom LtdAVGO35,025$96,5463.78%
6Microsoft CorpMSFT12,887$64,1012.51%
7Apple Computer IncAAPL28,502$58,4782.29%
8J P Morgan Chase & CoVYLD19,752$57,2632.24%
9Oracle CorporationORCL-PD25,945$56,7242.22%
10Schwab Us Large Co Equities ETF808524201223,930$54,7282.14%
11DFA US Small Cap ETF23320384385,460$54,4472.13%
12Amazon.Com IncAMZN24,280$53,2682.09%
13Costco Wholesale Corp New22160K1055,077$50,2591.97%
14Auto Data ProcessingADP15,684$48,3691.89%
15Lilly Eli & CompanyLLY5,707$44,4881.74%
16Alphabet Inc Class CGOOG25,072$44,4751.74%
17American Express CompanyAXP13,062$41,6661.63%
18Home Depot IncHD10,442$38,2851.50%
19Abbott LaboratoriesABLZF26,234$35,6811.40%
20Hubbell IncHUBB8,515$34,7761.36%
21The Charles Schwab CorpSCHW-PJ34,717$31,6761.24%
22Emerson Electric CoEMR23,675$31,5661.24%
23Chevrontexaco CorpCVX21,806$31,2241.22%
24Accenture Ltd Cl AACN10,339$30,9021.21%
25Analog Devices IncADI12,976$30,8851.21%
26Procter & Gamble Co74271810919,179$30,5561.20%
27Air Products & ChemicalsAIIR10,815$30,5051.19%
28Nextera EnergyNEE-PW43,113$29,9291.17%
29Wisconsin Energy97665710627,570$28,7281.13%
30Corning IncGLW54,570$28,6981.12%
31Citigroup IncC-PR33,538$28,5481.12%
32Applied Materials Inc03822210515,367$28,1321.10%
33Colgate-Palmolive CoCL30,889$28,0781.10%
34Texas Instruments Inc88250810413,395$27,8111.09%
35Amgen IncorporatedAMGN9,858$27,5251.08%
36Johnson & JohnsonJNJ17,978$27,4611.08%
37Novartis Ag Spon ADRNVSEF21,413$25,9121.01%
38Lockheed Martin CorpLMT5,575$25,8201.01%
39Danaher Corp Del23585110212,681$25,0500.98%
40ASML Holding NVASMLF3,097$24,8190.97%
41Lennar CorpLEN-B22,116$24,4630.96%
42Exxon Mobil CorporationXOM19,642$21,1740.83%
43Constellation Energy CoCLSKW6,537$21,0990.83%
44Sherwin-Williams CoSHW6,008$20,6290.81%
45Merck & Co IncMRK25,407$20,1120.79%
46Verizon CommunicationsVZ46,070$19,9340.78%
47Cisco Systems IncCSCO28,660$19,8840.78%
48Caterpillar IncCAT4,972$19,3020.76%
49Northern TrustNTRSO14,750$18,7020.73%
50Pepsico IncorporatedPEP13,859$18,2990.72%
51AbbVie IncABBV9,183$17,0450.67%
52Schwab US Dividend80852479763,430$16,8090.66%
53Constellation Brand Cl ASTZ9,543$15,5250.61%
54General Mills Inc37033410429,275$15,1670.59%
55Jacobs Solutions IncJ9,910$13,0270.51%
56Interpublic Group Of CosINTR52,880$12,9450.51%
57Spectrum Brands HldgSPB23,840$12,6350.49%
58Target CorporationTGT12,538$12,3690.48%
59Invesco S&P 500 Equal Weight ETFIVZ6,455$11,7310.46%
60Meta Platforms IncMETA1,523$11,2410.44%
61iShares S&P 500 Value4642874085,331$10,4180.41%
62Mastercard IncMA1,815$10,1990.40%
63Sysco CorporationSYY12,470$9,4450.37%
64Trane Technologies PlcTT1,885$8,2450.32%
653M CompanyMMM5,280$8,0380.31%
66A F L A C IncAFL7,545$7,9570.31%
67Schwab Us Small Co Equities ETF80852460728,245$7,1460.28%
68Tractor Supply CompanyTSCO13,050$6,8860.27%
69Visa Inc Cl AV1,930$6,8520.27%
70Schwab International Equities ETF80852480530,565$6,7550.26%
71iShares Core S&P 500 ETF4642872001,081$6,7120.26%
72Vanguard Dividend9219088443,125$6,3960.25%
73Morgan StanleyMS-PQ4,515$6,3600.25%
74Alphabet Inc Class AGOOG3,235$5,7010.22%
75T Rowe Price Group IncTROW5,755$5,5540.22%
76Shell PlcRYDAF7,765$5,4670.21%
77Raytheon Technologies CorpRTX3,725$5,4390.21%
78Chubb LtdCB1,735$5,0270.20%
79Service Now IncNOW486$4,9960.20%
80Ecolab IncECL1,852$4,9900.20%
81Wells Fargo & Co New9497461016,165$4,9390.19%
82E O G Resources IncEOG4,100$4,9040.19%
83Goldman Sachs Group IncGSCE675$4,7770.19%
84Philip Morris Intl Inc7181721092,567$4,6750.18%
85Vanguard Growth9229087361,048$4,5940.18%
86Berkshire Hathaway Cl BBRK-A925$4,4930.18%
87iShares Russell Midcap Index4642874994,600$4,2310.17%
88Coca-Cola CompanyKO5,892$4,1690.16%
89Parker-Hannifin CorpPH585$4,0860.16%
90Arista Networks IncANET3,830$3,9180.15%
91Fidelity Natl Finl Inc31620R1056,500$3,6440.14%
92Vitesse Energy IncVTS16,238$3,5870.14%
93Kla Tencor CorpKLAC400$3,5830.14%
94Salesforce ComCRM1,285$3,5040.14%
95Fidelity Natl Info Svcs31620M1064,300$3,5010.14%
96Intrcontinentalexchange45866F1041,900$3,4860.14%
97Public Storage IncPSA-PS1,102$3,2330.13%
98Carrier Global CorpCARR4,275$3,1290.12%
99Mid Amer Apt Cmntys Inc.59522J1032,080$3,0790.12%
100Ametek Inc NewAME1,700$3,0760.12%
101Avalonbay CommunitiesAWX1,510$3,0730.12%
102Equinix Inc NewEQIX378$3,0070.12%
103Revvity IncRVTY3,075$2,9740.12%
104Royal Bank Canada7800871022,248$2,9570.12%
105Honeywell International4385161061,255$2,9230.11%
106Wal-Mart Stores IncWMT2,912$2,8470.11%
107Mc Donalds CorpMCD959$2,8020.11%
108Disney Walt Co2546871062,250$2,7900.11%
109VentasVTR4,245$2,6810.11%
110Sector SPDR Fincl Select81369Y6055,015$2,6260.10%
111Lam Research CorporationLRCX2,650$2,5800.10%
112Myr Group IncMYRG1,350$2,4500.10%
113Cannae Holdings IncCNNE11,731$2,4460.10%
114Ameriprise Financial Inc03076C106445$2,3750.09%
115Jpmorgan Municipal Etf46641Q6474,700$2,3330.09%
116Arthur J Gallagher&C363576109726$2,3240.09%
117Mc Cormick & Co Inc N-VtMKC-V3,000$2,2750.09%
118Union Pacific CorpUNP845$1,9440.08%
119Mckesson CorporationMCK255$1,8690.07%
120Howmet Aerospace IncHWM1,000$1,8610.07%
121D R Horton Co23331A1091,440$1,8560.07%
122Qualcomm IncQCOM1,155$1,8390.07%
123Valero Energy Corp NewVLO1,350$1,8150.07%
124Lennar CorpLEN-B1,555$1,6370.06%
125Altria Group IncMO2,740$1,6060.06%
126Sterling ConstructionSTRL675$1,5570.06%
127Sector SPDR Indl Select81369Y7041,035$1,5270.06%
128Chipotle Mexican GrillCMG2,701$1,5170.06%
129Starbucks CorpSBUX1,600$1,4660.06%
130Streettracks Gold Trust IndexGLD480$1,4630.06%
131Intl Business MachinesINTR485$1,4300.06%
132Cigna CorpCI425$1,4050.06%
133Entegris IncENTG1,700$1,3710.05%
134Allstate CorporationALL-PJ663$1,3350.05%
135Bank Of America Corp0605051042,785$1,3180.05%
136Mondelez Intl Inc Cl A6092071051,835$1,2380.05%
137Avery Dennison CorpAVY700$1,2280.05%
138Broadridge11133T103500$1,2150.05%
139Stryker CorpSYK300$1,1870.05%
140Quanta Services Inc74762E102300$1,1340.04%
141Nrg Energy IncNRG700$1,1240.04%
142Sector SPDR Technology Shares81369Y803440$1,1140.04%
143Sector SPDR Health Fund81369Y209765$1,0310.04%
144Proshares S&P 500 Div Aristrocrats74348A467992$9990.04%
145Vanguard Small Cap ETF922908751418$9910.04%
146Elevance HealthELV250$9720.04%
147Flexshares Qual Div EtfFLEX1,300$9510.04%
148Clorox CompanyCLX750$9010.04%
149Tradeweb Mkts Inc892672106600$8780.03%
150iShares Dow Jones Select Dividend F464287168650$8630.03%
151Us Bancorp Del NewUSB-PS1,755$7940.03%
152Church & Dwight Co IncCHD777$7470.03%
153Gilead Sciences IncGILD665$7370.03%
154iShares S&P Midcap 400 Index4642875071,150$7130.03%
155Advanced Micro DevicesAMD495$7020.03%
156Bristol-Myers Squibb CoCELG-RI1,490$6900.03%
157Fiserv IncFISV400$6900.03%
158Garmin LtdGRMN325$6790.03%
159Fifth Third BancorpCI1,600$6580.03%
160Deckers Outdoor CorpDECK603$6220.02%
161Teledyne TechnologiesTDY120$6150.02%
162Palo Alto NetworksPANW300$6140.02%
163Taiwan Semiconductr874039100255$5780.02%
164SPDR S&P Dividend ETF78464A763425$5770.02%
165Booz Allen HamiltonBAH550$5730.02%
166ConocophillipsCOP624$5600.02%
167Vanguard S&P 500 ETF92290836393$5280.02%
168Curtiss-Wright CorpCW100$4890.02%
169Evercore IncEVR175$4730.02%
170Schwab Us Reit ETF8085248472,226$4710.02%
171Cava Group IncCAVA536$4510.02%
172Adobe Systems IncADBE115$4450.02%
173iShares Silver TrustSLV1,295$4250.02%
174Piper Sandler CosPIPR150$4170.02%
175Nike Inc Class BNKE575$4080.02%
176Cincinnati Finl172062101270$4020.02%
177Monolithic Power Sys60983910555$4020.02%
178Jackson Financial IncJXN-PA450$4000.02%
179Unitedhealth Group IncUNH125$3900.02%
180Pacer US Cash Cows 100 ETF69374H881700$3860.02%
181HF SinclairDINO925$3800.01%
182Amer Electric Pwr Co025537101360$3740.01%
183Duke Energy Corp NewDUKB313$3690.01%
184Eaton CorporationETN100$3570.01%
185Boston Scientific CorpBSX325$3490.01%
186Veralto CorpVLTO336$3390.01%
187Workday IncWDAY140$3360.01%
188Netease IncNETTF250$3360.01%
189abrdn Physical Platinum Shares ETFPPLT270$3320.01%
190Heico CorpHEI-A100$3280.01%
191Intuitive SurgicalISRG60$3260.01%
192The Trade Desk Inc88339J105425$3060.01%
193NewsmaxNMAX2,000$3030.01%
194Albertsons Companies Inc0130911031,400$3010.01%
195Intel CorpINTC1,295$2900.01%
196Booking Holdings IncBKNG5$2890.01%
197Ares Capital CorpARCC1,300$2850.01%
198Uber Technologies IncUBER300$2800.01%
199Grayscale Bitcoin Trust BtcGBTC320$2710.01%
200Vanguard FTSE Europe ETF922042874345$2670.01%
201Metlife IncMET-PF325$2610.01%
202Ares Management CorpARES-PB150$2600.01%
203Deere & CompanyCI50$2540.01%
204iShares S&P Asia 50464288430300$2430.01%
205Vaneck Vectors BDC Income ETF92189F4111,450$2360.01%
206Paychex IncPAYX160$2330.01%
207Baxter International Inc071813109750$2270.01%
208Vertex PharmaceuticalVRTX50$2230.01%
209Tesla IncTSLA70$2220.01%
210TransunionTRU250$2200.01%
211Cardinal Health IncCAH130$2180.01%
212Kimberly-Clark CorpKMB165$2130.01%
213Cabot Oil & GasCTRA802$2040.01%
214iShares Exponential Tech ETF46434V381300$1960.01%
215Weyerhaeuser CoWY740$1900.01%
216O Reilly Automotive New67103H107210$1890.01%
217PNC Finl Services Gp Inc693475105100$1860.01%
218StoneX Group IncSNEX200$1820.01%
219Amentum Holdings IncAMTM762$1800.01%
220Citizens Finl Group IncCIA400$1790.01%
221Agnico Eagle Mines LtdAEM150$1780.01%
222Schwab Int'l High Div Stocks808524672645$1760.01%
223Deutsche Bank AGCI600$1760.01%
224General Electric CompanyGE68$1750.01%
225Franklin Resources IncBEN735$1750.01%
226Fedex CorporationFDX77$1750.01%
227Genuine Parts CoGPC141$1710.01%
228Sector SPDR Engy Select81369Y506200$1700.01%
229D T E Energy CompanyDTK115$1520.01%
230Paypal Holdings IncoPYPL200$1490.01%
231Toronto Dominion BankTORO200$1470.01%
232Schwab Fundamental US Large Company808509442573$1410.01%
233Mitsubishi UFJ Financial Group Inc6068221041,000$1370.01%
234Netflix IncNFLX10$1340.01%
235ACM Research Inc Cl A00108J109500$1300.01%
236H2O AmericaHTO250$1300.01%
237iShares Gold TrustIREN207$1290.01%
238Root IncROOT100$1280.01%
239AstrazenecaAZN175$1220.00%
240Kraft Heinz CompanyKHC450$1160.00%
241New Era HeliumNBIS23,532$1160.00%
242Hewlett-Packard CompanyHPE-PC470$1150.00%
243Solventum Corp Com ShsSOLV150$1140.00%
244Wisdomtree US Qlt DivWT130$1090.00%
245Eastman Chemical CoEMN135$1010.00%
246Sempra EnergySREA130$990.00%
247Amern Tower Corp Class AAMT45$990.00%
248Millrose Pptys Inc Class A601137102325$930.00%
249Hercules Capital IncHCXY500$910.00%
250Pulte Homes Inc74586710185$900.00%
251GE Vernova Llc ComGEV17$900.00%
252Oneok IncOKE100$820.00%
253MicroStrategy IncMCHPP20$810.00%
254Biomarin PharmaceutlBMRN147$810.00%
255Suncor Energy IncSU200$750.00%
256Nu Holdings LtdNU550$750.00%
257Vistra Energy CorpVST35$680.00%
258Rockwell Automation IncROK18$600.00%
259Biogen Idec IncBIIB45$570.00%
260Microchip Technology IncMCHPP80$560.00%
261Lvmh Moet Hennessy Louis Vuitton50244130651$540.00%
262Global X Copper Miners37954Y830115$520.00%
263Lattice SemiconductrLSCC100$490.00%
264Schlumberger LtdSLB145$490.00%
265Recursion Pharmaceuticals IncRXRX900$460.00%
266Spotify Technology SASPOT6$460.00%
267Gitlab IncGTLB100$450.00%
268Pricesmart IncPSMT35$370.00%
269Surf Air Mobility IncSRFM857$320.00%
270Grayscale Bitcoin Mini Trust ETFGBTC64$310.00%
271Affirm Hldgs IncAFRM40$280.00%
272Iris Energy Pty ORD45866F104184$270.00%
273Rumble Cl ARUMBW300$270.00%
274Global X Lithium37954Y85565$250.00%
275Lululemon AthleticaLULU9$210.00%
276Cleanspark IncCLSKW191$210.00%
277Upstart Hldgs IncUPST25$160.00%
278Ishares Global46428837225$150.00%
279Novo-Nordisk A-S ADRNONOF17$120.00%
280Marathon Digital Holdings IncMARA75$120.00%
281Jack In The Box IncJACK70$120.00%
282Strattec Security CorpSTRT20$120.00%
283Cipher Mining ORD17253J106200$100.00%
284Sprott Gold Miners EtfSII20$90.00%
285Warner Brothers DiscoverWBD72$80.00%
286Solid Power IncSLDPW340$70.00%
287Exelon CorporationEXC16$70.00%
288Sprott Junior GoldSII12$60.00%
289Green Thumb Inds IncGTBIF101$60.00%
290Micron Technology IncMU4$50.00%
291Trump Media & TechnologySRFM26$50.00%
292Quantumscape CorpQS72$50.00%
293Core Scientific OrdCORZZ21$40.00%
294Sprouts Farmers Market Inc85208M1022$30.00%
295Albemarle CorpALB-PA5$30.00%
296Match Group IncMTCH5$20.00%
297Dollar Tree IncDLTR2$20.00%
298Hims &Hers Health IncHIMS5$20.00%
299Riot Blockchain I N CRIOT20$20.00%
300First Majestic SilverAG29$20.00%
301NeXGold Mining Corp65345V108109$10.00%
302Allogene Therapeutics InALLO100$10.00%
303Vanguard Reit ETF9229085531$10.00%
304Dutch Bros IncBROS1$10.00%
305Vertex Inc Cl AVRTX2$10.00%
306Celsius Holdings IncCELH2$10.00%
307Yum Brands IncYUM1$10.00%
308Smartrent IncSMRT100$10.00%
309Snap IncSNAP17$10.00%
310Two Rivers Wtr & Farming90207B10755$00.00%
311Nortell Networks Xxxx65656850857$00.00%
312Wheels Up Experience IWSUPW25$00.00%
313Cytogenix Inc Xxx23282510970$00.00%
314Lehman Bros Holding Inc5249081001,200$00.00%
315Mosaic ImmunoengineeringCPMV1$00.00%
316SLS International7844291021,666$00.00%