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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
51
17
17
WEST OAK CAPITAL LLC

Time Period2019-03-31

Total Holdings317

Total Value ($x1000)159,907
Activities
New5

Increased64

Unchanged192

Decreased56

Sold Out27

Top 10 Stock Holdingstotal 27.51%
JEF10.36

VCSH2.95

ADP2.15

NEE1.97

DHR1.83

 
AAPL1.73

JNJ1.65

ABT1.64

HD1.62

AMZN1.61

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
JEF
10.36%
COM
VCSH
2.95%
SHRT TRM CORP BD
ADP
2.15%
COM
NEE
1.97%
COM
DHR
1.83%
COM
AAPL
1.73%
COM
JNJ
1.65%
COM
ABT
1.64%
COM
HD
1.62%
COM
AMZN
1.61%
COM
ACCENTUR...
1.59%
COM
CVX
1.59%
COM
INTC
1.58%
COM
APD
1.52%
COM
JPM
1.52%
COM
MERCK & ...
1.51%
COM
COST
1.43%
COM
USB
1.36%
COM NEW
LMT
1.3%
COM
VZ
1.28%
COM
ORCL
1.28%
COM
PG
1.27%
COM
CSCO
1.25%
COM
CL
1.23%
COM
AXP
1.22%
COM
GOOG
1.22%
CAP STK CL C
TARGET C...
1.21%
COM
ADI
1.21%
COM
NSC
1.2%
COM
RTN
1.2%
COM NEW
AMGN
1.19%
COM
EMR
1.19%
COM
TXN
1.17%
COM
PEP
1.15%
COM
TIF
1.12%
COM
Y
1.07%
COM
SCHW
1.07%
COM
NVDA
1.07%
COM
CITIGROU...
1.06%
COM
FIS
1.03%
COM
PAYX
1.02%
COM
NVS
1%
SPONSORED ADR
IBM
1%
COM
LEN
0.99%
CL A
GLW
0.99%
COM
GIS
0.98%
COM
XOM
0.94%
COM
SHW
0.93%
COM
NTRS
0.93%
COM
RDS/A
0.82%
SPONS ADR A
FNF
0.8%
CL A
MSFT
0.8%
COM
STANLEY ...
0.79%
COM
ABC
0.79%
COM
BIIB
0.71%
COM
SCHX
0.7%
US LRG CAP ETF
PFE
0.7%
COM
BA
0.51%
COM
MA
0.5%
CL A
AFL
0.48%
COM
RSP
0.48%
S&P500 EQL WGT
STI
0.46%
COM
ABBV
0.46%
COM
LLY
0.44%
COM
CAT
0.42%
COM
OXY
0.41%
COM
COP
0.39%
COM
TROW
0.38%
COM
BKI
0.37%
COM
FB
0.35%
CL A
DIS
0.34%
COM DISNEY
WEC
0.31%
COM
UTX
0.31%
COM
BAX
0.31%
COM
BDX
0.3%
COM
SBUX
0.3%
COM
MKC
0.3%
COM NON VTG
INGERSOL...
0.3%
COM
AVGO
0.29%
SHS
HON
0.28%
COM
PM
0.27%
COM
V
0.26%
COM CL A
MS
0.26%
COM NEW
AME
0.26%
COM
ALL
0.25%
COM
MMM
0.24%
COM
ECL
0.23%
COM
CB
0.22%
COM
PKI
0.21%
COM
KO
0.21%
COM
PSX
0.2%
COM
BMY
0.2%
COM
MCD
0.2%
COM
GOOGL
0.19%
CAP STK CL A
SCHF
0.18%
INTL EQTY ETF
CNNE
0.18%
COM
MAA
0.16%
COM
PSA
0.16%
COM
MO
0.16%
COM
IWR
0.16%
RUS MID-CAP ETF
BXP
0.15%
COM
NKE
0.14%
CL B
GD
0.14%
COM
IVE
0.14%
S&P 500 VAL ETF
CLX
0.14%
COM
VTR
0.14%
COM
VUG
0.13%
GROWTH ETF
SCHA
0.13%
US SML CAP ETF
CMA
0.12%
COM
BERKSHIR...
0.12%
COM
SCHE
0.12%
EMRG MKTEQ ETF
RY
0.12%
COM
AVB
0.11%
COM
AMAT
0.11%
COM
BAC
0.11%
COM
SCHH
0.1%
US REIT ETF
UNP
0.1%
COM
MDLZ
0.1%
CL A
UNH
0.09%
COM
SNA
0.09%
COM
SPLV
0.09%
S&P500 LOW VOL
AIA
0.09%
ASIA 50 ETF
XLI
0.08%
SBI INT-INDS
QCOM
0.08%
COM
CVS
0.08%
COM
FHN
0.08%
COM
PYPL
0.08%
COM
EIX
0.08%
COM
WFC
0.08%
COM
SYK
0.08%
COM
MDT
0.08%
COM
SJM
0.07%
COM NEW
K
0.07%
COM
XLV
0.07%
SBI HEALTHCARE
BABA
0.07%
SPONSORED ADS
ARCC
0.07%
COM
DHI
0.07%
COM
DVY
0.06%
SELECT DIVID ETF
QQQ
0.06%
UNIT SER 1
WMT
0.06%
COM
HPQ
0.06%
COM
TRU
0.06%
COM
XLF
0.06%
SBI INT-FINL
UPS
0.06%
CL B
ENTG
0.05%
COM
BSX
0.05%
COM
SYY
0.05%
COM
DWDP
0.05%
COM
CHD
0.05%
COM
BR
0.05%
COM
AVY
0.05%
COM
BIT
0.05%
COM
DON
0.05%
MIDCAP DIVI FD
GLD
0.05%
GOLD SHS
LRCX
0.05%
COM
AJG
0.05%
COM
NOBL
0.05%
S&P 500 ARISTO
CMG
0.05%
COM
ANTM
0.05%
COM
GILD
0.04%
COM
CI
0.04%
COM
VB
0.04%
SMALL CP ETF
CDK
0.04%
COM
LEN/B
0.04%
CL B
NOC
0.04%
COM
STZ
0.04%
CL A
DFS
0.04%
COM
TDY
0.03%
COM
GLAD
0.03%
COM
PCN
0.03%
COM
NFLX
0.03%
COM
AEP
0.03%
COM
HIG
0.03%
COM
XLE
0.03%
SBI INT-ENERGY
KLAC
0.03%
COM
ADBE
0.03%
COM
GPN
0.03%
COM
STOT
0.03%
SPDR DBLELN SHRT
KMB
0.03%
COM
NOW
0.03%
COM
FBHS
0.03%
COM
DECK
0.03%
COM
WDAY
0.02%
CL A
CELG
0.02%
COM
T
0.02%
COM
IJH
0.02%
CORE S&P MCP ETF
HEI
0.02%
COM
MUNICH R...
0.02%
COM
ALEX
0.02%
COM
BIZD
0.02%
BDC INCOME ETF
KHC
0.02%
COM
HPE
0.02%
COM
PPBI
0.02%
COM
CRM
0.02%
COM
ISRG
0.02%
COM NEW
CSX
0.02%
COM
M
0.02%
COM
VSM
0.02%
COM
XLK
0.02%
TECHNOLOGY
SLV
0.02%
ISHARES
DEO
0.02%
SPON ADR NEW
MASI
0.02%
COM
CCL
0.02%
PAIRED CTF
SCHO
0.02%
SHT TM US TRES
XT
0.02%
EXPONEN TECHNO
PAYC
0.02%
COM
HRS
0.02%
COM
ANET
0.02%
COM
EOG
0.02%
COM
CINF
0.01%
COM
EL
0.01%
CL A
DTE
0.01%
COM
TJX
0.01%
COM
LLL
0.01%
COM
F
0.01%
COM PAR $0.01
BKNG
0.01%
COM
JAX
0.01%
COM
AMERN TO...
0.01%
COM
CMCSA
0.01%
CL A
FPX
0.01%
SHS
CRON
0.01%
COM
HOG
0.01%
COM
PRAH
0.01%
COM
IDXX
0.01%
COM
IPG
0.01%
COM
SJW
0.01%
COM
WDFC
0.01%
COM
MPWR
0.01%
COM
SPHD
0.01%
S&P500 HDL VOL
EMN
0.01%
COM
TSM
0.01%
SPONSORED ADR
ORI
0.01%
COM
DUKE ENE...
0.01%
COM
BMRN
0.01%
COM
DLX
0.01%
COM
PNC
0.01%
COM
PANW
0.01%
COM
DXC
0.01%
COM
PACW
0.01%
COM
IMAX
0.01%
COM
BIDU
0.01%
SPON ADR REP A
NUV
0.01%
COM
AIA GROU...
0.01%
COM
IFLY
0.01%
PUREFUNDS DRONE
PGR
0.01%
COM
TRV
0.01%
COM
RHT
0.01%
COM
AIR LIQU...
0.01%
COM
EBAY
< 0.01%
COM
EHI
< 0.01%
COM
DASSAULT...
< 0.01%
COM
REZI
< 0.01%
COM
ESE
< 0.01%
COM
ALLIANZ ...
< 0.01%
COM
ARKK
< 0.01%
INNOVATION ETF
MFGP
< 0.01%
SPON ADR NEW
NTES
< 0.01%
SPONSORED ADR
MNKD
< 0.01%
COM
CHKP
< 0.01%
ORD
OKE
< 0.01%
COM
JACK
< 0.01%
COM
PNR
< 0.01%
SHS
RDS/B
< 0.01%
SPON ADR B
VEA
< 0.01%
FTSE DEV MKT ETF
LW
< 0.01%
COM
CC
< 0.01%
COM
VESTAS W...
< 0.01%
COM
IP
< 0.01%
COM
STAY
< 0.01%
UNIT 99/99/9999B
ANHEUSER...
< 0.01%
COM
CNI
< 0.01%
COM
SAP
< 0.01%
SPON ADR
L OREAL ...
< 0.01%
COM
ORLY
< 0.01%
COM
NUVA
< 0.01%
COM
PBF
< 0.01%
CL A
NVT
< 0.01%
SHS
DBS GROU...
< 0.01%
COM
NUE
< 0.01%
COM
LVMH MOE...
< 0.01%
COM
NASPERS ...
< 0.01%
COM
BBT
< 0.01%
COM
VLO
< 0.01%
COM
ROK
< 0.01%
COM
FDX
< 0.01%
COM
OLN
< 0.01%
COM PAR $1
C S L LI...
< 0.01%
COM
APHA
< 0.01%
COM
KMI
< 0.01%
COM
CVA
< 0.01%
COM
PLSE
< 0.01%
COM
PSMT
< 0.01%
COM
BGG
< 0.01%
COM
OC
< 0.01%
COM
VEC
< 0.01%
COM
ONVO
< 0.01%
COM
MNK
< 0.01%
SHS
PRSP
< 0.01%
COM
TD
< 0.01%
COM NEW
CBMG
< 0.01%
COM NEW
PAG
< 0.01%
COM
INAP
< 0.01%
COM PAR $.001
PJC
< 0.01%
COM
ADNT
< 0.01%
ORD SHS
EXC
< 0.01%
COM
SCHD
< 0.01%
US DIVIDEND EQ
STRT
< 0.01%
COM
GE
< 0.01%
COM
SBRA
< 0.01%
COM
PIPESAVE...
< 0.01%
COM
TREASURY...
< 0.01%
COM
TWO RIVE...
< 0.01%
COM
CROWN NO...
< 0.01%
COM
GWPH
< 0.01%
ADS
VISTEON ...
< 0.01%
COM
NORTELL ...
< 0.01%
COM
LEHMAN B...
< 0.01%
COM
AMD
0.88%
COM
MCK
0.03%
COM
CME
0.02%
COM
COF
0.01%
COM
MKL
0.01%
COM
VV
0.01%
LARGE CAP ETF
ATVI
0.01%
COM
VO
0.01%
MID CAP ETF
VDC
0.01%
CONSUM STP ETF
VNQ
0.01%
REIT ETF
CHDN
0.01%
COM
JLL
0.01%
COM
ROST
0.01%
COM
HACK
< 0.01%
PUREFUNDS ISE CY
TEL
< 0.01%
REG SHS
GTX
< 0.01%
COM
MONOTARO...
< 0.01%
COM
TPR
< 0.01%
COM
UL
< 0.01%
SPON ADR NEW
ALFA LAV...
< 0.01%
COM
SYMRISE ...
< 0.01%
COM
VTGN
< 0.01%
COM NEW
BCLI
< 0.01%
COM NEW
KOOL
< 0.01%
COM NEW
ATHX
< 0.01%
COM
PSTI
< 0.01%
COM
CLBS
< 0.01%
COM NEW