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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 2025 · Filed October 3, 2025 · Accession 0001140361-25-037185

Total Value
$2.5M
Positions
285
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (285)

#IssuerTicker / CUSIPSharesValue% of Filing
1DFA International Core Equities233203281347,345$126,2605.01%
2Jefferies Group Inc New472319102183,107$119,7894.75%
3Nvidia CorpNVDA59,599$111,2004.41%
4Broadcom LtdAVGO32,455$107,0724.25%
5Oracle CorporationORCL-PD24,840$69,8602.77%
6Apple Computer IncAAPL26,168$66,6322.64%
7Microsoft CorpMSFT12,502$64,7542.57%
8J P Morgan Chase & CoVYLD20,352$64,1962.55%
9DFA US Small Cap ETF23320384393,555$64,0482.54%
10Alphabet Inc Class CGOOG23,752$57,8482.29%
11JP Morgan Ultra Short46641Q837106,912$54,2362.15%
12Amazon.Com IncAMZN22,830$50,1281.99%
13Schwab Us Large Co Equities ETF808524201179,680$47,3281.88%
14Auto Data ProcessingADP15,027$44,1041.75%
15Corning IncGLW52,130$42,7621.70%
16Lilly Eli & CompanyLLY5,565$42,4611.68%
17Costco Wholesale Corp New22160K1054,541$42,0331.67%
18Home Depot IncHD10,037$40,6691.61%
19American Express CompanyAXP12,077$40,1151.59%
20Hubbell IncHUBB8,215$35,3501.40%
21Abbott LaboratoriesABLZF26,194$35,0841.39%
22The Charles Schwab CorpSCHW-PJ36,067$34,4331.37%
23Citigroup IncC-PR33,144$33,6411.33%
24Chevrontexaco CorpCVX21,156$32,8531.30%
25Nextera EnergyNEE-PW42,063$31,7531.26%
26Emerson Electric CoEMR23,685$31,0701.23%
27Wisconsin Energy97665710627,090$31,0421.23%
28Applied Materials Inc03822210515,102$30,9201.23%
29Analog Devices IncADI12,306$30,2361.20%
30ASML Holding NVASMLF3,084$29,8561.18%
31Procter & Gamble Co74271810919,069$29,3001.16%
32Air Products & ChemicalsAIIR10,500$28,6361.14%
33Lennar CorpLEN-B21,881$27,5791.09%
34Novartis Ag Spon ADRNVSEF21,418$27,4661.09%
35Lockheed Martin CorpLMT5,365$26,7831.06%
36Accenture Ltd Cl AACN10,789$26,6061.06%
37Amgen IncorporatedAMGN9,193$25,9431.03%
38Colgate-Palmolive CoCL31,189$24,9320.99%
39Texas Instruments Inc88250810413,355$24,5370.97%
40Danaher Corp Del23585110212,336$24,4570.97%
41Cisco Systems IncCSCO33,460$22,8930.91%
42Caterpillar IncCAT4,704$22,4450.89%
43Exxon Mobil CorporationXOM19,181$21,6270.86%
44Verizon CommunicationsVZ47,825$21,0190.83%
45Merck & Co IncMRK24,857$20,8620.83%
46Constellation Energy CoCLSKW6,337$20,8530.83%
47Sherwin-Williams CoSHW5,983$20,7170.82%
48AbbVie IncABBV8,608$19,9310.79%
49Pepsico IncorporatedPEP13,879$19,4920.77%
50Northern TrustNTRSO14,330$19,2880.76%
51General Mills Inc37033410436,940$18,6250.74%
52Interpublic Group Of CosINTR64,985$18,1370.72%
53Target CorporationTGT17,813$15,9780.63%
54Jacobs Solutions IncJ9,605$14,3940.57%
55Sysco CorporationSYY16,125$13,2770.53%
56Constellation Brand Cl ASTZ9,328$12,5620.50%
57Schwab US Dividend80852479744,380$12,1160.48%
58Invesco S&P 500 Equal Weight ETFIVZ6,053$11,4830.46%
59Mastercard IncMA1,800$10,2390.41%
60iShares S&P 500 Value4642874084,686$9,6770.38%
61Spectrum Brands HldgSPB17,660$9,2770.37%
623M CompanyMMM5,365$8,3250.33%
63iShares Core S&P 500 ETF4642872001,196$8,0050.32%
64Trane Technologies PlcTT1,885$7,9540.32%
65Meta Platforms IncMETA1,068$7,8430.31%
66A F L A C IncAFL6,545$7,3110.29%
67Morgan StanleyMS-PQ4,515$7,1770.28%
68Johnson & JohnsonJNJ3,750$6,9530.28%
69Tractor Supply CompanyTSCO11,875$6,7530.27%
70Raytheon Technologies CorpRTX3,585$5,9990.24%
71Schwab Us Small Co Equities ETF80852460721,084$5,8820.23%
72T Rowe Price Group IncTROW5,450$5,5940.22%
73Vanguard Dividend9219088442,450$5,2870.21%
74Shell PlcRYDAF7,305$5,2250.21%
75Vanguard Growth9229087361,048$5,0260.20%
76Ecolab IncECL1,827$5,0030.20%
77Chubb LtdCB1,735$4,8970.19%
78Alphabet Inc Class AGOOG1,970$4,7890.19%
79Schwab International Equities ETF80852480520,125$4,6850.19%
80iShares Russell Midcap Index4642874994,600$4,4410.18%
81E O G Resources IncEOG3,960$4,4400.18%
82Parker-Hannifin CorpPH575$4,3590.17%
83Goldman Sachs Group IncGSCE540$4,3000.17%
84Wells Fargo & Co New9497461015,100$4,2750.17%
85Visa Inc Cl AV1,245$4,2500.17%
86Berkshire Hathaway Cl BBRK-A841$4,2280.17%
87Fidelity Natl Finl Inc31620R1056,500$3,9320.16%
88Coca-Cola CompanyKO5,892$3,9080.15%
89Philip Morris Intl Inc7181721092,407$3,9040.15%
90Service Now IncNOW424$3,9020.15%
91Vitesse Energy IncVTS16,238$3,7720.15%
92Arista Networks IncANET2,400$3,4970.14%
93Royal Bank Canada7800871022,248$3,3120.13%
94Intrcontinentalexchange45866F1041,900$3,2010.13%
95Ametek Inc NewAME1,700$3,1960.13%
96Lam Research CorporationLRCX2,250$3,0130.12%
97Public Storage IncPSA-PS1,042$3,0100.12%
98VentasVTR4,190$2,9330.12%
99Mc Donalds CorpMCD959$2,9140.12%
100Fidelity Natl Info Svcs31620M1064,300$2,8350.11%
101Equinix Inc NewEQIX358$2,8040.11%
102Mid Amer Apt Cmntys Inc.59522J1031,965$2,7460.11%
103Sector SPDR Fincl Select81369Y6055,015$2,7020.11%
104Revvity IncRVTY3,075$2,6950.11%
105Avalonbay CommunitiesAWX1,390$2,6850.11%
106Honeywell International4385161061,255$2,6420.10%
107Disney Walt Co2546871062,250$2,5760.10%
108Carrier Global CorpCARR4,275$2,5520.10%
109Salesforce ComCRM970$2,2990.09%
110Cannae Holdings IncCNNE11,731$2,1480.09%
111Union Pacific CorpUNP845$1,9970.08%
112Mc Cormick & Co Inc N-VtMKC-V2,950$1,9740.08%
113Qualcomm IncQCOM1,155$1,9210.08%
114Lennar CorpLEN-B1,555$1,8660.07%
115Altria Group IncMO2,740$1,8100.07%
116Wal-Mart Stores IncWMT1,702$1,7540.07%
117Sterling ConstructionSTRL500$1,6980.07%
118Sector SPDR Indl Select81369Y7041,035$1,5960.06%
119Entegris IncENTG1,700$1,5720.06%
120Howmet Aerospace IncHWM800$1,5700.06%
121Myr Group IncMYRG750$1,5600.06%
122Valero Energy Corp NewVLO900$1,5320.06%
123Arthur J Gallagher&C363576109473$1,4650.06%
124Allstate CorporationALL-PJ663$1,4230.06%
125Starbucks CorpSBUX1,600$1,3540.05%
126Streettracks Gold Trust IndexGLD380$1,3510.05%
127Schwab Us Reit ETF8085248475,996$1,2930.05%
128Ameriprise Financial Inc03076C106255$1,2530.05%
129Intl Business MachinesINTR440$1,2420.05%
130Mckesson CorporationMCK160$1,2360.05%
131Cigna CorpCI425$1,2250.05%
132Broadridge11133T103500$1,1910.05%
133Avery Dennison CorpAVY700$1,1350.05%
134D R Horton Co23331A109640$1,0850.04%
135Sector SPDR Health Fund81369Y209765$1,0650.04%
136New Era Energy & Digital Inc. COM UNUAIW56,754$1,0440.04%
137Flexshares Qual Div EtfFLEX1,300$1,0320.04%
138Proshares S&P 500 Div Aristrocrats74348A467992$1,0230.04%
139Sector SPDR Technology Shares81369Y803340$9580.04%
140Bank Of America Corp0605051041,810$9340.04%
141iShares Dow Jones Select Dividend F464287168650$9240.04%
142Mondelez Intl Inc Cl A6092071051,360$8500.03%
143Us Bancorp Del NewUSB-PS1,755$8480.03%
144Quanta Services Inc74762E102200$8290.03%
145Elevance HealthELV250$8080.03%
146Garmin LtdGRMN325$8010.03%
147iShares S&P Midcap 400 Index4642875071,150$7500.03%
148Gilead Sciences IncGILD665$7380.03%
149Boston Scientific CorpBSX725$7080.03%
150Teledyne TechnologiesTDY120$7030.03%
151Bristol-Myers Squibb CoCELG-RI1,490$6720.03%
152Tradeweb Mkts Inc892672106600$6660.03%
153Vistra Energy CorpVST335$6560.03%
154Stryker CorpSYK175$6470.03%
155SPDRE S&P Dividend ETF78464A763425$5950.02%
156Evercore IncEVR175$5900.02%
157Vanguard S&P 500 ETF92290836393$5700.02%
158Advanced Micro DevicesAMD345$5580.02%
159Clorox CompanyCLX450$5550.02%
160iShares Silver TrustSLV1,295$5490.02%
161Curtiss-Wright CorpCW100$5430.02%
162Amer Electric Pwr Co025537101465$5230.02%
163Piper Sandler CosPIPR150$5200.02%
164Tesla IncTSLA115$5110.02%
165Unitedhealth Group IncUNH125$4320.02%
166Fifth Third BancorpCI900$4010.02%
167Fiserv IncFISV300$3870.02%
168Duke Energy Corp NewDUKB313$3870.02%
169Eaton CorporationETN100$3740.01%
170Chipotle Mexican GrillCMG901$3530.01%
171Veralto CorpVLTO328$3500.01%
172Kimberly-Clark CorpKMB280$3480.01%
173Church & Dwight Co IncCHD377$3300.01%
174Cava Group IncCAVA539$3260.01%
175Heico CorpHEI-A100$3230.01%
176Hewlett-Packard CompanyHPE-PC1,130$3080.01%
177Deckers Outdoor CorpDECK303$3070.01%
178iShares S&P Asia 50464288430300$2840.01%
179Columbia Banking System Inc1972361021,097$2820.01%
180Vanguard FTSE Europe ETF922042874345$2750.01%
181Booz Allen HamiltonBAH275$2750.01%
182Booking Holdings IncBKNG5$2700.01%
183Metlife IncMET-PF325$2680.01%
184Innovative Industrial Properties InINHD500$2680.01%
185Intuitive SurgicalISRG60$2680.01%
186Adobe Systems IncADBE75$2650.01%
187Nike Inc Class BNKE375$2610.01%
188Deere & CompanyCI56$2560.01%
189NewsmaxNMAX2,000$2480.01%
190O Reilly Automotive New67103H107210$2260.01%
191iShares Exponential Tech ETF46434V381300$2160.01%
192Taiwan Semiconductr87403910077$2150.01%
193Cardinal Health IncCAH130$2040.01%
194Jackson Financial IncJXN-PA200$2020.01%
195PNC Finl Services Gp Inc693475105100$2010.01%
196Vertex PharmaceuticalVRTX50$1960.01%
197Genuine Parts CoGPC141$1950.01%
198Sector SPDR Engy Select81369Y506200$1790.01%
199Baxter International Inc071813109750$1710.01%
200Franklin Resources IncBEN735$1700.01%
201Amentum Holdings IncAMTM696$1670.01%
202Intel CorpINTC495$1660.01%
203D T E Energy CompanyDTK115$1630.01%
204Mitsubishi UFJ Financial Group Inc6068221041,000$1590.01%
205Figma IncFIG300$1560.01%
206Schwab Fundamental US Large Company808509442573$1510.01%
207iShares Gold TrustIREN207$1510.01%
208ConocophillipsCOP150$1420.01%
209General Electric CompanyGE45$1350.01%
210Paypal Holdings IncoPYPL200$1340.01%
211AstrazenecaAZN175$1340.01%
212H2O AmericaHTO250$1220.00%
213Netflix IncNFLX10$1200.00%
214Fedex CorporationFDX50$1180.00%
215Sempra EnergySREA130$1170.00%
216Kraft Heinz CompanyKHC450$1170.00%
217Wisdomtree US Qlt DivWT130$1160.00%
218Pulte Homes Inc74586710185$1120.00%
219Solventum Corp Com ShsSOLV150$1100.00%
220Millrose Pptys Inc Class A601137102325$1090.00%
221GE Vernova Llc ComGEV17$1050.00%
222Nu Holdings LtdNU550$880.00%
223Amern Tower Corp Class AAMT45$870.00%
224Eastman Chemical CoEMN135$850.00%
225NET Power IncNPWR-WT2,500$750.00%
226Oneok IncOKE100$730.00%
227Global X Copper Miners37954Y830115$690.00%
228Paramount Skydance Corp Cl BPSKY350$660.00%
229Novo-Nordisk A-S ADRNONOF117$650.00%
230Rockwell Automation IncROK18$630.00%
231Vanguard Total International Stock92190981878$570.00%
232Microchip Technology IncMCHPP80$510.00%
233Schlumberger LtdSLB145$500.00%
234Recursion Pharmaceuticals IncRXRX1,000$490.00%
235Pricesmart IncPSMT35$420.00%
236Spotify Technology SASPOT6$420.00%
237Surf Air Mobility IncSRFM857$370.00%
238Global X Lithium37954Y85565$370.00%
239Biogen Idec IncBIIB25$350.00%
240Bakkt Holdings Cl A OrdBKKT-WT100$340.00%
241Cleanspark IncCI200$290.00%
242Affirm Hldgs IncAFRM40$290.00%
243iShares Ethereum Trust ETF46438R10587$270.00%
2442x Ether ETF92864M79820$260.00%
245Rumble Cl ARUMBW300$220.00%
246Hive Blockchain Technologies L43366H100500$200.00%
247Ishares Global46428837225$150.00%
248Fair Isaac CorpFICO1$150.00%
249Strattec Security CorpSTRT20$140.00%
250Warner Brothers DiscoverWBD72$140.00%
251Jack In The Box IncJACK70$140.00%
252Super Micro Computer IncSMCI30$140.00%
253Upstart Hldgs IncUPST25$130.00%
254Sprott Gold Miners EtfSII20$120.00%
255Sprott Junior GoldSII12$90.00%
256Solid Power IncSLDPW241$80.00%
257Green Thumb Inds IncGTBIF101$80.00%
258Exelon CorporationEXC16$70.00%
259MP Materials CorpMP10$70.00%
260Micron Technology IncJ4$70.00%
261Riot Blockchain I N CRIOT35$70.00%
262Albemarle CorpALB-PA5$40.00%
263First Majestic SilverAG29$40.00%
264Hims &Hers Health IncHTO5$30.00%
265Sprouts Farmers Market Inc85208M1022$20.00%
266Dollar Tree IncDLTR2$20.00%
267Synchrony FinancialSYF-PB3$20.00%
268Yum Brands IncYUM1$20.00%
269Match Group IncMTCH5$20.00%
270Dutch Bros IncBROS1$10.00%
271NeXGold Mining Corp65345V108109$10.00%
272Celsius Holdings IncCELH2$10.00%
273Vanguard Reit ETF9229085531$10.00%
274Smartrent IncSMRT100$10.00%
275Allogene Therapeutics InALLO100$10.00%
276Snap IncSNAP17$10.00%
277Quantumscape CorpQS1$00.00%
278Lehman Bros Holding Inc5249081001,200$00.00%
279Wheels Up Experience IWSUPW25$00.00%
280Nortell Networks Xxxx65656850857$00.00%
281Cytogenix Inc Xxx23282510970$00.00%
282Two Rivers Wtr & Farming90207B10755$00.00%
283SLS International7844291021,666$00.00%
284Mosaic ImmunoengineeringCPMV1$00.00%
285Vertex Inc Cl AVLTO2$00.00%