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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
71
15
19
3
9
2
49
20
15
WEST OAK CAPITAL LLC

Time Period2019-06-30

Total Holdings327

Total Value ($x1000)167,271
Activities
New24

Increased61

Unchanged187

Decreased55

Sold Out14

Top 10 Stock Holdingstotal 27.17%
JEF10.13

JPST2.76

ADP2.09

NEE2.01

DHR1.79

 
AAPL1.71

APD1.7

HD1.69

AMZN1.65

ABT1.64

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
JEF
10.13%
COM
JPST
2.76%
ULTRA SHRT INC
ADP
2.09%
COM
NEE
2.01%
COM
DHR
1.79%
COM
AAPL
1.71%
COM
APD
1.7%
COM
HD
1.69%
COM
AMZN
1.65%
COM
ABT
1.64%
COM
JPM
1.62%
COM
ACCENTUR...
1.6%
COM
JNJ
1.59%
COM
VCSH
1.59%
SHRT TRM CORP BD
CVX
1.57%
COM
LMT
1.51%
COM
MERCK & ...
1.46%
COM
COST
1.45%
COM
USB
1.44%
COM NEW
INTC
1.36%
COM
AXP
1.33%
COM
PG
1.32%
COM
ORCL
1.3%
COM
TXN
1.28%
COM
AVGO
1.28%
SHS
VZ
1.28%
COM
TARGET C...
1.26%
COM
CL
1.24%
COM
ADI
1.24%
COM
CSCO
1.2%
COM
AMGN
1.19%
COM
PEP
1.19%
COM
CITIGROU...
1.17%
COM
Y
1.14%
COM
RTN
1.12%
COM NEW
NSC
1.12%
COM
GOOG
1.12%
CAP STK CL C
EMR
1.11%
COM
FIS
1.07%
COM
NVDA
1.04%
COM
GLW
1%
COM
SCHW
1%
COM
XOM
0.97%
COM
TIF
0.97%
COM
GIS
0.96%
COM
LEN
0.96%
CL A
IBM
0.96%
COM
NVS
0.94%
SPONSORED ADR
SHW
0.93%
COM
NTRS
0.9%
COM
MSFT
0.85%
COM
FNF
0.85%
CL A
STANLEY ...
0.81%
COM
RDS/A
0.81%
SPONS ADR A
SCHX
0.78%
US LRG CAP ETF
PFE
0.68%
COM
MA
0.53%
CL A
AFL
0.5%
COM
BA
0.47%
COM
STI
0.47%
COM
RSP
0.46%
S&P500 EQL WGT
DIS
0.41%
COM DISNEY
ABBV
0.41%
COM
CAT
0.4%
COM
TROW
0.4%
COM
BKI
0.39%
COM
COP
0.37%
COM
LLY
0.36%
COM
FB
0.35%
CL A
INGERSOL...
0.33%
COM
WEC
0.32%
COM
OXY
0.3%
COM
MKC
0.3%
COM NON VTG
HON
0.29%
COM
UTX
0.29%
COM
BDX
0.29%
COM
BAX
0.29%
COM
V
0.28%
COM CL A
AME
0.27%
COM
MS
0.26%
COM NEW
ALL
0.25%
COM
ECL
0.24%
COM
PM
0.23%
COM
CB
0.22%
COM
KO
0.21%
COM
CNNE
0.2%
COM
MCD
0.2%
COM
PKI
0.2%
COM
MMM
0.19%
COM
PSX
0.19%
COM
SCHF
0.18%
INTL EQTY ETF
SBUX
0.18%
COM
PSA
0.18%
COM
MAA
0.17%
COM
BMY
0.17%
COM
GOOGL
0.16%
CAP STK CL A
VTR
0.15%
COM
IWR
0.15%
RUS MID-CAP ETF
BXP
0.15%
COM
GD
0.14%
COM
MO
0.14%
COM
NKE
0.14%
CL B
ABC
0.13%
COM
VUG
0.13%
GROWTH ETF
SCHA
0.13%
US SML CAP ETF
IVE
0.13%
S&P 500 VAL ETF
CLX
0.12%
COM
BERKSHIR...
0.12%
COM
SCHE
0.12%
EMRG MKTEQ ETF
AMAT
0.12%
COM
BAC
0.12%
COM
RY
0.12%
COM
AVB
0.11%
COM
CMA
0.11%
COM
MDT
0.11%
COM
MDLZ
0.1%
CL A
SCHH
0.1%
US REIT ETF
QCOM
0.1%
COM
UNP
0.1%
COM
SNA
0.09%
COM
SPLV
0.09%
S&P500 LOW VOL
FHN
0.08%
COM
AIA
0.08%
ASIA 50 ETF
PYPL
0.08%
COM
XLI
0.08%
SBI INT-INDS
EIX
0.08%
COM
ARCC
0.08%
COM
SYK
0.08%
COM
WFC
0.07%
COM
CVS
0.07%
COM
BIT
0.07%
COM
SJM
0.07%
COM NEW
QQQ
0.07%
UNIT SER 1
XLV
0.07%
SBI HEALTHCARE
DHI
0.07%
COM
QDF
0.06%
QUALT DIVD IDX
K
0.06%
COM
DVY
0.06%
SELECT DIVID ETF
WMT
0.06%
COM
BAH
0.06%
CL A
BR
0.06%
COM
BABA
0.06%
SPONSORED ADS
BSX
0.06%
COM
UNH
0.06%
COM
CHD
0.06%
COM
XLF
0.06%
SBI INT-FINL
HPQ
0.06%
COM
PAYX
0.06%
COM
SYY
0.06%
COM
ENTG
0.05%
COM
BYND
0.05%
COM
AJG
0.05%
COM
GLD
0.05%
GOLD SHS
UPS
0.05%
CL B
AVY
0.05%
COM
LRCX
0.05%
COM
DON
0.05%
MIDCAP DIVI FD
BIZD
0.05%
BDC INCOME ETF
NOBL
0.05%
S&P 500 ARISTO
CMG
0.05%
COM
HDB
0.04%
ADR REPS 3 SHS
GILD
0.04%
COM
ANTM
0.04%
COM
NOC
0.04%
COM
VB
0.04%
SMALL CP ETF
CI
0.04%
COM
TDY
0.04%
COM
DFS
0.04%
COM
LEN/B
0.04%
CL B
GLAD
0.03%
COM
HIG
0.03%
COM
AEP
0.03%
COM
HEI
0.03%
COM
JMUB
0.03%
MUNICIPAL ETF
PCN
0.03%
COM
CDK
0.03%
COM
BIIB
0.03%
COM
GPN
0.03%
COM
NFLX
0.03%
COM
TRU
0.03%
COM
FBHS
0.03%
COM
KLAC
0.03%
COM
XLE
0.03%
SBI INT-ENERGY
KMB
0.03%
COM
NOW
0.03%
COM
STOT
0.03%
SPDR DBLELN SHRT
ADBE
0.03%
COM
HRS
0.02%
COM
T
0.02%
COM
DECK
0.02%
COM
IJH
0.02%
CORE S&P MCP ETF
MUNICH R...
0.02%
COM
MNST
0.02%
COM
HTGC
0.02%
COM
PPBI
0.02%
COM
CELG
0.02%
COM
WDAY
0.02%
CL A
F
0.02%
COM PAR $0.01
TSN
0.02%
CL A
DD
0.02%
COM
ALEX
0.02%
COM
KHC
0.02%
COM
HPE
0.02%
COM
CSX
0.02%
COM
CRM
0.02%
COM
DEO
0.02%
SPON ADR NEW
MASI
0.02%
COM
VSM
0.02%
COM
XLK
0.02%
TECHNOLOGY
CINF
0.02%
COM
SLV
0.02%
ISHARES
ISRG
0.02%
COM NEW
SCHO
0.01%
SHT TM US TRES
LLL
0.01%
COM
XT
0.01%
EXPONEN TECHNO
EL
0.01%
CL A
LULU
0.01%
COM
JAX
0.01%
COM
DOW
0.01%
COM
CRWD
0.01%
CL A
BKNG
0.01%
COM
DTE
0.01%
COM
IDXX
0.01%
COM
NUV
0.01%
COM
AMERN TO...
0.01%
COM
STZ
0.01%
CL A
M
0.01%
COM
FPX
0.01%
SHS
MSI
0.01%
COM NEW
PAYC
0.01%
COM
IPG
0.01%
COM
SJW
0.01%
COM
PRAH
0.01%
COM
PNC
0.01%
COM
EMN
0.01%
COM
SPHD
0.01%
S&P500 HDL VOL
MPWR
0.01%
COM
BGY
0.01%
COM BENE INTER
BMRN
0.01%
COM
ORI
0.01%
COM
FANH
0.01%
SPONSORED ADR
CTVA
0.01%
COM
ANET
0.01%
COM
HOG
0.01%
COM
TSM
0.01%
SPONSORED ADR
DUKE ENE...
0.01%
COM
IFLY
0.01%
PUREFUNDS DRONE
DLX
0.01%
COM
CIM
0.01%
COM NEW
DXC
0.01%
COM
TRV
0.01%
COM
AIA GROU...
0.01%
COM
PANW
0.01%
COM
IMAX
0.01%
COM
AIR LIQU...
0.01%
COM
ALLIANZ ...
< 0.01%
COM
RHT
< 0.01%
COM
NTES
< 0.01%
SPONSORED ADR
ESE
< 0.01%
COM
EBAY
< 0.01%
COM
PACW
< 0.01%
COM
ARKK
< 0.01%
INNOVATION ETF
DASSAULT...
< 0.01%
COM
BIDU
< 0.01%
SPON ADR REP A
ALC
< 0.01%
ORD SHS
MFGP
< 0.01%
SPON ADR NEW
VESTAS W...
< 0.01%
COM
JACK
< 0.01%
COM
CTL
< 0.01%
COM
VEA
< 0.01%
FTSE DEV MKT ETF
L OREAL ...
< 0.01%
COM
RDS/B
< 0.01%
SPON ADR B
REZI
< 0.01%
COM
SAP
< 0.01%
SPON ADR
ANHEUSER...
< 0.01%
COM
EOG
< 0.01%
COM
IP
< 0.01%
COM
CHKP
< 0.01%
ORD
PNR
< 0.01%
SHS
LW
< 0.01%
COM
DBS GROU...
< 0.01%
COM
ORLY
< 0.01%
COM
CNI
< 0.01%
COM
NUVA
< 0.01%
COM
NVT
< 0.01%
SHS
CC
< 0.01%
COM
LVMH MOE...
< 0.01%
COM
NASPERS ...
< 0.01%
COM
VLO
< 0.01%
COM
PAG
< 0.01%
COM
ROK
< 0.01%
COM
KMI
< 0.01%
COM
MNKD
< 0.01%
COM
C S L LI...
< 0.01%
COM
VEC
< 0.01%
COM
CVA
< 0.01%
COM
CBMG
< 0.01%
COM NEW
BGG
< 0.01%
COM
APHA
< 0.01%
COM
FDX
< 0.01%
COM
PRSP
< 0.01%
COM
OC
< 0.01%
COM
PSMT
< 0.01%
COM
TD
< 0.01%
COM NEW
INAP
< 0.01%
COM PAR $.001
GE
< 0.01%
COM
ADNT
< 0.01%
ORD SHS
ONVO
< 0.01%
COM
MNK
< 0.01%
SHS
PLSE
< 0.01%
COM
PJC
< 0.01%
COM
SCHD
< 0.01%
US DIVIDEND EQ
SBRA
< 0.01%
COM
EXC
< 0.01%
COM
WLL
< 0.01%
COM NEW
PIPESAVE...
< 0.01%
COM
PINS
< 0.01%
CL A
TREASURY...
< 0.01%
COM
CROWN NO...
< 0.01%
COM
GWPH
< 0.01%
ADS
STRT
< 0.01%
COM
VISTEON ...
< 0.01%
COM
WORK
< 0.01%
COM CL A
YY
< 0.01%
ADS REPCOM CLA
NORTELL ...
< 0.01%
COM
LEHMAN B...
< 0.01%
COM
TWO RIVE...
< 0.01%
COM
DWDP
0.05%
COM
CCL
0.02%
PAIRED CTF
TJX
0.01%
COM
CMCSA
0.01%
CL A
CRON
0.01%
COM
WDFC
0.01%
COM
PGR
0.01%
COM
EHI
< 0.01%
COM
OKE
< 0.01%
COM
STAY
< 0.01%
UNIT 99/99/9999B
PBF
< 0.01%
CL A
BBT
< 0.01%
COM
NUE
< 0.01%
COM
OLN
< 0.01%
COM PAR $1