Fund HoldingsWest Oak Capital, LLC

Total Portfolio Value
$201.4K
Total Bought
$43.66M
Total Sold
$99.34M
Net Transaction
-$55.68M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
Intrcontinentalexchange(ICE)02,277+2,277000.12%0
Globus Medical Inc(GMED)048+48000.00%0
Cytogenix Inc Xxx070+70000
Lehman Bros Holding Inc01,200+1,200000
Nortell Networks Xxxx0333+333000
Pipesaver Technologies01,500+1,500000
SLS International01,666+1,666000
Two Rivers Wtr & Farming055+55000
Mosaic Immunoengineering01+1000
Svb Finl Group035+35000
Wheels Up Experience I025+25000
Treasury Metals Inc0438+438000
Vanguard Reit ETF01+1000
First Majestic Silver(AG)029+29000
Sprott Junior Gold
JR GOLD MINERS E
012+12000
Strattec Security Corp020+20000
Viatris Inc(VTRS)037+37000
Smartrent Inc0100+100000
First Trust Ise Global Wind
GBL WND ENRG ETF
025+25000
Constellation Energy Co(CEG)05+5000.00%0
Allogene Therapeutics In0100+100000
Sprott Gold Miners Etf
GOLD MINERS ETF
020+20000
Affirm Hldgs Inc(AFRM)040+40000.00%0
Digital World Acquisitio(DJT)050+50000.00%0
Exelon Corporation(EXC)016+16000.00%0
Rivian Automotive Inc(RIVN)055+55000.00%0
Sabra Health Care Reit Inc(SBRA)062+62000.00%0
Quantumscape Corp(QS)0107+107000.00%0
Upstart Hldgs Inc(UPST)025+25000.00%0
Warner Brothers Discover(WBD)072+72000.00%0
Vistra Energy Corp(VST)035+35000.00%0
Kyndryl Holdings(KD)070+70000.00%0
Pacwest Bancorp0120+120000.00%0
Solid Power Inc0390+390000.00%0
Ishares Global025+25000.00%0
Zoominfo Technologies In(GTM)0300+300000.00%0
Organon & Co(OGN)072+72000.00%0
Vgd Short Term Corp Bond ETF
SHRT TRM CORP BD
025+25000.00%0
Pricesmart Inc(PSMT)035+35000.00%0
One Stop Systems Inc0925+925000.00%0
Nuvasive Inc New000000
Pan Amern Silver Corp(PAAS)000000
Vanguard Small Cap Value019+19000.00%0
Teladoc Inc(TDOC)0150+150000.00%0
Norwegian Cruise Lines
SHS
0180+180000.00%0
Northern Star Reso Ord0500+500000.00%0
Immunitybio Inc(IBRX)01,500+1,500000.00%0
Global X Lithium
LITHIUM BTRY ETF
065+65000.00%0
Fisker Inc0750+750000.00%0
Global X Copper Miners
GLOBAL X COPPER
0115+115000.00%0
Cleveland-Cliffs Inc(CLF)0265+265000.00%0
Johnson Controls International Plc
SHS
070+70000.00%0
Freeport McMoran(FCX)0120+120000.00%0
Mosaic Company(MOS)0140+140000.00%0
Ford Motor Company New(F)0325+325000.00%0
Suncor Energy Inc0200+200000.00%0
Rockwell Automation Inc(ROK)018+18000.00%0
Green Thumb Inds Inc(GTBIF)0101+101000.00%0
Grayscale Bitcoin Trust Btc(GBTC)0320+320000.00%0
Mattel Incorporated(MAT)0320+320000.00%0
Roku Inc(ROKU)0100+100000.00%0
iShares Russell 2000 Index035+35000.00%0
Jack In The Box Inc070+70000.00%0
Schlumberger Ltd(SLB)0145+145000.00%0
Univar Solutions Inc000000
Hercules Capital Inc(HCXY)0500+500000.00%0
General Electric Company(GE)068+68000.00%0
Jones Lang Lasalle(JLL)050+50000.00%0
Gladstone Capital Corp0800+800000.00%0
Carnival Corp New0425+425000.00%0
Pbf Energy Inc(PBF)0200+200000.01%0
Vestas Wind Sys A/ Ord0325+325000.00%0
Newmont Mining Corp(NEM)000000
Occidental Petroleum Corp(OXY)0150+150000.00%0
Oneok Inc(OKE)0150+150000.00%0
Sempra Energy(SRE)0130+130000.00%0
Lvmh Moet Hennessy Louis Vuitton051+51000.00%0
St Joe Company(JOE)0200+200000.01%0
Pulte Homes Inc(PHM)0125+125000.00%0
Invesco S&P 500 Equal
S&P500 EQL STP
0300+300000.00%0
Olin Corp(OLN)0200+200000.00%0
Citizens Finl Group Inc(CFG)0400+400000.01%0
Inmode Ltd(INMD)0300+300000.00%0
Eastman Chemical Co(EMN)0135+135000.00%0
Diageo Plc New ADR(DEO)070+70000.00%0
Astrazeneca(AZN)0175+175000.01%0
AT&T(T)0790+790000.01%0
D T E Energy Company(DTB)0115+115000.01%0
Wisdomtree US Qlt Div(WT)0130+130000.00%0
PNC Finl Services Gp Inc(PNC)0101+101000.01%0
Biomarin Pharmaceutl(BMRN)0147+147000.01%0
Goldman Sachs Group Inc(GS)040+40000.01%0
Biogen Idec Inc(BIIB)046+46000.01%0
Netflix Inc(NFLX)030+30000.01%0
iShares Silver Trust(SLV)0640+640000.01%0
O Reilly Automotive New(ORLY)014+14000.01%0
Booking Holdings Inc(BKNG)05+5000.01%0
Wolfspeed Inc(WOLF)0400+400000.01%0
American Intl Group Inc0250+250000.01%0
Hewlett-Packard Company0470+470000.01%0
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