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 |
|---|---|---|---|---|---|---|---|---|---|
| Clean Energy Fuels | COM | 201 | $36,977 | 7,455 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| Garmin Ltd | COM | 202 | $33,877 | 325 | 0.00 | 0.00 | -324,430 | -99.90 | 06-30-2023 |
| Kimberly-Clark Corp | COM | 203 | $33,134 | 240 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| Workday Inc | COM | 204 | $31,625 | 140 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
