WEST OAK CAPITAL, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SBUX | 2K | $1.35M |
 | LEN-B | 2K | $1.87M |
 | BMY | 1K | $672.00K |
 | AVB | 1K | $2.69M |
 | MDLZ | 1K | $850.00K |
 | HON | 1K | $2.64M |
 | V | 1K | $4.25M |
 | QCOM | 1K | $1.92M |
 | COLB | 1K | $282.00K |
 | META | 1K | $7.84M |
 | PSA | 1K | $3.01M |
 | RXRX | 1K | $49.00K |
 | MUFG | 1K | $159.00K |
 | CRM | 970 | $2.30M |
 | MCD | 959 | $2.91M |
 | CMG | 901 | $353.00K |
 | VLO | 900 | $1.53M |
 | SRFM | 857 | $37.00K |
 | UNP | 845 | $2.00M |
 | HWM | 800 | $1.57M |
Starbucks Corporation
SBUX
Shares Held
2K
Value
$1.35M
Lennar Corporation
LEN-B
Shares Held
2K
Value
$1.87M
Bristol-Myers Squibb Company
BMY
Shares Held
1K
Value
$672.00K
AvalonBay Communities, Inc.
AVB
Shares Held
1K
Value
$2.69M
Mondelez International, Inc.
MDLZ
Shares Held
1K
Value
$850.00K
Honeywell International Inc.
HON
Shares Held
1K
Value
$2.64M
Visa Inc.
V
Shares Held
1K
Value
$4.25M
QUALCOMM Incorporated
QCOM
Shares Held
1K
Value
$1.92M
Columbia Banking System, Inc.
COLB
Shares Held
1K
Value
$282.00K
Meta Platforms, Inc.
META
Shares Held
1K
Value
$7.84M
Public Storage
PSA
Shares Held
1K
Value
$3.01M
Recursion Pharmaceuticals, Inc.
RXRX
Shares Held
1K
Value
$49.00K
Mitsubishi UFJ Financial Group, Inc.
MUFG
Shares Held
1K
Value
$159.00K
Salesforce, Inc.
CRM
Shares Held
970
Value
$2.30M
McDonald's Corporation
MCD
Shares Held
959
Value
$2.91M
Chipotle Mexican Grill, Inc.
CMG
Shares Held
901
Value
$353.00K
Valero Energy Corporation
VLO
Shares Held
900
Value
$1.53M
Surf Air Mobility Inc.
SRFM
Shares Held
857
Value
$37.00K
Union Pacific Corporation
UNP
Shares Held
845
Value
$2.00M
Howmet Aerospace Inc.
HWM
Shares Held
800
Value
$1.57M