Fund HoldingsWest Oak Capital, LLC

Total Portfolio Value
$2.55M
Total Bought
$365.6K
Total Sold
$586.6K
Net Transaction
-$220.9K
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
JP Morgan Ultra Short
ULTRA SHRT ETF
87,849241,592+153,743441224.80%+78
Broadcom Ltd(AVGO)035,025+35,0250973.78%+97
Nvidia Corp(NVDA)069,399+69,39901104.29%+110
DFA International Core Equities294,003342,580+48,577921184.64%+27
Cleanspark Inc(CLSK)06,728+6,7280210.83%+21
Oracle Corporation(ORCL)025,945+25,9450572.22%+57
DFA US Small Cap ETF56,73585,460+28,72534542.13%+21
Microsoft Corp(MSFT)012,887+12,8870642.51%+64
Jacobs Solutions Inc(J)09,910+9,9100130.51%+13
Amazon.Com Inc(AMZN)024,280+24,2800532.09%+53
J P Morgan Chase & Co(JPM)019,752+19,7520572.24%+57
Hubbell Inc(HUBB)08,515+8,5150351.36%+35
Emerson Electric Co(EMR)023,675+23,6750321.24%+32
Applied Materials Inc015,367+15,3670281.10%+28
ASML Holding NV
N Y REGISTRY SHS
2,5203,097+57717250.97%+8
Alphabet Inc Class C(GOOG)025,072+25,0720441.74%+44
American Express Company(AXP)013,062+13,0620421.63%+42
Texas Instruments Inc(TXN)013,395+13,3950281.09%+28
Corning Inc(GLW)054,570+54,5700291.12%+29
Analog Devices Inc(ADI)012,976+12,9760311.21%+31
The Charles Schwab Corp(SCHW)33,46234,717+1,25526321.24%+5
Schwab Us Large Co Equities ETF0223,930+223,9300552.14%+55
Citigroup Inc(C)033,538+33,5380291.12%+29
Novartis Ag Spon ADR(NVS)18,91321,413+2,50021261.01%+5
Costco Wholesale Corp New(COST)05,077+5,0770501.97%+50
Home Depot Inc(HD)010,442+10,4420381.50%+38
Abbott Laboratories23,95426,234+2,28032361.40%+4
Danaher Corp Del(DHR)012,681+12,6810250.98%+25
Verizon Communications(VZ)35,39546,070+10,67516200.78%+4
Lockheed Martin Corp(LMT)05,575+5,5750261.01%+26
Northern Trust(NTRS)014,750+14,7500190.73%+19
Caterpillar Inc(CAT)04,972+4,9720190.76%+19
Equinix Inc New0378+378030.12%+3
Lennar Corp(LEN)022,116+22,1160240.96%+24
Sherwin-Williams Co(SHW)06,008+6,0080210.81%+21
Schwab International Equities ETF030,565+30,565070.26%+7
Cisco Systems Inc(CSCO)28,23028,660+43017200.78%+2
Meta Platforms Inc(META)01,523+1,5230110.44%+11
Colgate-Palmolive Co(CL)27,45730,889+3,43226281.10%+2
Auto Data Processing015,684+15,6840481.89%+48
Exxon Mobil Corporation15,92219,642+3,72019210.83%+2
Procter & Gamble Co(PG)019,179+19,1790311.20%+31
Wisconsin Energy24,39527,570+3,17527291.13%+2
Air Products & Chemicals010,815+10,8150311.19%+31
Merck & Co Inc(MRK)025,407+25,4070200.79%+20
Trane Technologies Plc(TT)01,885+1,885080.32%+8
Accenture Ltd Cl A(ACN)010,339+10,3390311.21%+31
Service Now Inc(NOW)0486+486050.20%+5
Morgan Stanley(MS)04,515+4,515060.25%+6
Goldman Sachs Group Inc(GS)0675+675050.19%+5
Amgen Incorporated(AMGN)8,5239,858+1,33527281.08%+1
Myr Group Inc(MYRG)01,350+1,350020.10%+2
Pepsico Incorporated(PEP)013,859+13,8590180.72%+18
Constellation Brand Cl A(STZ)09,543+9,5430160.61%+16
Arista Networks Inc03,830+3,830040.15%+4
Johnson & Johnson(JNJ)16,02317,978+1,95527271.08%+1
Kla Tencor Corp(KLAC)4004000340.14%+1
Vanguard Growth01,048+1,048050.18%+5
Sysco Corporation(SYY)012,470+12,470090.37%+9
Alphabet Inc Class A(GOOG)03,235+3,235060.22%+6
Lam Research Corporation(LRCX)2,6502,6500230.10%+1
iShares Core S&P 500 ETF01,081+1,081070.26%+7
Philip Morris Intl Inc(PM)2,5652,567+2450.18%+1
Howmet Aerospace Inc(HWM)1,0001,0000120.07%+1
Schwab Us Small Co Equities ETF028,245+28,245070.28%+7
Advanced Micro Devices(AMD)0495+495010.03%+1
Vanguard Dividend03,125+3,125060.25%+6
Raytheon Technologies Corp(RTX)3,7253,7250550.21%+1
Parker-Hannifin Corp(PH)0585+585040.16%+4
Curtiss-Wright Corp(CW)0100+100000.02%0
Wells Fargo & Co New(WFC)06,165+6,165050.19%+5
Invesco S&P 500 Equal Weight ETF
S&P500 EQL WGT
06,455+6,4550120.46%+12
Nrg Energy Inc(NRG)7007000110.04%0
Wal-Mart Stores Inc(WMT)02,912+2,912030.11%+3
Royal Bank Canada(RY)02,248+2,248030.12%+3
Carrier Global Corp(CARR)04,275+4,275030.12%+3
HF Sinclair(DINO)0925+925000.01%0
Disney Walt Co(DIS)02,250+2,250030.11%+3
Quanta Services Inc0300+300010.04%+1
Streettracks Gold Trust Index(GLD)380480+100110.06%0
abrdn Physical Platinum Shares ETF0270+270000.01%0
iShares Russell Midcap Index04,600+4,600040.17%+4
Mondelez Intl Inc Cl A(MDLZ)1,3601,835+475110.05%0
Newsmax(NMAX)02,000+2,000000.01%0
Albertsons Companies Inc01,400+1,400000.01%0
Cannae Holdings Inc011,731+11,731020.10%+2
Ecolab Inc(ECL)01,852+1,852050.20%+5
3M Company(MMM)5,2805,2800880.31%0
Sterling Construction(STRL)0675+675020.06%+2
Uber Technologies Inc(UBER)0300+300000.01%0
Honeywell International(HON)01,255+1,255030.11%+3
The Trade Desk Inc(TTD)0425+425000.01%0
Mastercard Inc(MA)01,815+1,8150100.40%+10
Intuitive Surgical012,598+12,5980130.50%+13
Cigna Corp2,0752,675+600220.10%0
Intl Business Machines(IBM)4854850110.06%0
Sector SPDR Technology Shares
ST STR TECHN ETF
0440+440010.04%+1
Salesforce Com(CRM)01,285+1,285040.14%+4
Ameriprise Financial Inc(AMP)0445+445020.09%+2
Weyerhaeuser Co(WY)0740+740000.01%0
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