Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEST OAK CAPITAL LLC | 07-18-2023 | 06-30-2023 | 327 | 205,861,156 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Jefferies Group Inc New | COM | 1 | $30,479,283 | 918,881 | 0.01 | 0.01 | 0 | 0.00 | 06-30-2023 |
| Nvidia Corp | COM | 2 | $6,396,062 | 15,120 | 0.00 | 0.00 | -910 | -5.68 | 06-30-2023 |
| Apple Computer Inc | COM | 3 | $5,654,613 | 29,152 | 0.00 | 0.00 | -1,155 | -3.81 | 06-30-2023 |
| Microsoft Corp | COM | 4 | $4,558,468 | 13,386 | 0.00 | 0.00 | -570 | -4.08 | 06-30-2023 |
