Fund HoldingsWest Oak Capital, LLC

Total Portfolio Value
$5.38M
Total Bought
$71.67M
Total Sold
$105.43M
Net Transaction
-$33.76M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
Wheels Up Experience I050+5002,69050.00%+2,690
Jackson Financial Inc(JXN)0450+450000.01%0
M/I Homes Inc(MHO)0100+100000.00%0
Travelers Companies Inc(TRV)060+60000.00%0
Becton Dickinson & Co(BDX)055+55000.00%0
Spotify Technology SA(SPOT)06+6000.00%0
Rumble Cl A(RUM)0300+300000.00%0
Trump Media & Technology026+26000.00%0
Core Scientific Ord021+21000.00%0
Match Group Inc05+5000.00%0
Dollar Tree Inc(DLTR)02+2000.00%0
Hims &Hers Health Inc(HIMS)05+5000.00%0
Vertex Inc Cl A(VERX)02+2000.00%0
Yum Brands Inc(YUM)01+1000.00%0
Cytogenix Inc Xxx070+70000
Dutch Bros Inc(BROS)01+1000
Lehman Bros Holding Inc01,200+1,200000
Nortell Networks Xxxx057+57000
Pipesaver Technologies01,500+1,500000
SLS International01,666+1,666000
Snap Inc(SNAP)01+1000
Two Rivers Wtr & Farming055+55000
Mosaic Immunoengineering01+1000
Treasury Metals Inc0109+109000.00%0
Vanguard Reit ETF01+1000.00%0
First Majestic Silver(AG)029+29000.00%0
Riot Blockchain I N C(RIOT)020+20000.00%0
Allogene Therapeutics In0100+100000.00%0
Smartrent Inc0100+100000.00%0
Sprott Junior Gold
JR GOLD MINERS E
012+12000.00%0
First Trust Ise Global Wind
GBL WND ENRG ETF
025+25000.00%0
Organon & Co(OGN)022+22000.00%0
Strattec Security Corp020+20000.00%0
Quantumscape Corp(QS)0107+107000.00%0
Sprott Gold Miners Etf
GOLD MINERS ETF
020+20000.00%0
Warner Brothers Discover(WBD)072+72000.00%0
Exelon Corporation(EXC)016+16000.00%0
Upstart Hldgs Inc(UPST)025+25000.00%0
Solid Power Inc0390+390000.00%0
Cipher Mining ORD(CIFR)0200+200000.00%0
Proshares Ultrapro Short000000
Trump Media & Technology(DJT)000000
Constellation Energy Co(CEG)05+5000.00%0
Kyndryl Holdings(KD)040+40000.00%0
Ishares Global025+25000.00%0
Affirm Hldgs Inc(AFRM)040+40000.00%0
Green Thumb Inds Inc(GTBIF)0101+101000.00%0
Marathon Digital Holdings Inc(MARA)075+75000.00%0
Novo-Nordisk A-S ADR(NVO)012+12000.00%0
Vgd Short Term Corp Bond ETF
SHRT TRM CORP BD
025+25000.00%0
Iris Energy Pty ORD
ORDINARY SHARES
0184+184000.00%0
Surf Air Mobility Inc0857+857000.00%0
Global X Lithium
LITHIUM BTRY ETF
065+65000.00%0
Pricesmart Inc(PSMT)035+35000.00%0
GE Vernova Llc Com(GEV)017+17000.00%0
Vistra Energy Corp(VST)035+35000.00%0
Cleanspark Inc(CLSK)0191+191000.00%0
Sandoz Group Adr085+85000.00%0
Alpha Architect 1-3 Month Box ETF
ALPHA ARCH 1-3
000000
Aberdeen Physical Precious Metals S000000
Norwegian Cruise Lines
SHS
0180+180000.00%0
Jack In The Box Inc070+70000.00%0
Schwab Emerging Market ETF000000
Zoominfo Technologies In(GTM)000000
Schwab US Large-Cap Growth ETF000000
Ford Motor Company New(F)0325+325000.00%0
Cleveland-Cliffs Inc(CLF)000000
iMGP DBi Managed Futures Strategy E
IMGP DBI MAN ETF
000000
Johnson Controls International Plc
SHS
000000
Rockwell Automation Inc(ROK)018+18000.00%0
Global X Copper Miners
GLOBAL X COPPER
0115+115000.00%0
Mattel Incorporated(MAT)020+20000.00%0
Freeport McMoran(FCX)000000
Roku Inc(ROKU)0100+100000.00%0
Schlumberger Ltd(SLB)0145+145000.00%0
Vestas Wind Sys A/ Ord000000
Suncor Energy Inc0200+200000.00%0
Lvmh Moet Hennessy Louis Vuitton051+51000.00%0
Carnival Corp New0425+425000.00%0
Oneok Inc(OKE)0100+100000.00%0
Vanguard Mega Cap ETF000000
Diageo Plc New ADR(DEO)070+70000.00%0
iShares Gold Trust(IAU)0207+207000.00%0
Invesco S&P 500 Equal
S&P500 EQL STP
0300+300000.00%0
Pbf Energy Inc(PBF)0200+200000.00%0
Immunitybio Inc(IBRX)000000
TSLA Bear Daily ETF000000
Schwab US Large-Cap Value ETF000000
Tesla Inc(TSLA)051+51000.00%0
Sempra Energy(SRE)0130+130000.00%0
Solventum Corp Com Shs(SOLV)0140+140000.00%0
Wisdomtree US Qlt Div(WT)0130+130000.00%0
Hercules Capital Inc(HCXY)0500+500000.00%0
Biogen Idec Inc(BIIB)045+45000.00%0
General Electric Company(GE)068+68000.00%0
Mitsubishi UFJ Financial Group Inc(MUFG)01,000+1,000000.00%0
St Joe Company(JOE)000000
C V S Corp(CVS)000000
Biomarin Pharmaceutl(BMRN)0147+147000.00%0
D T E Energy Company(DTB)0115+115000.00%0
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