0001567619-19-008281.txt : 20190403
0001567619-19-008281.hdr.sgml : 20190403
20190403133005
ACCESSION NUMBER: 0001567619-19-008281
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190331
FILED AS OF DATE: 20190403
DATE AS OF CHANGE: 20190403
EFFECTIVENESS DATE: 20190403
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: West Oak Capital, LLC
CENTRAL INDEX KEY: 0001387399
IRS NUMBER: 562398650
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-12100
FILM NUMBER: 19728350
BUSINESS ADDRESS:
STREET 1: 2801 TOWNSGATE ROAD, SUITE 112
CITY: WESTLAKE VILLAGE
STATE: CA
ZIP: 91361
BUSINESS PHONE: (805) 230-8282
MAIL ADDRESS:
STREET 1: 2801 TOWNSGATE ROAD, SUITE 112
CITY: WESTLAKE VILLAGE
STATE: CA
ZIP: 91361
FORMER COMPANY:
FORMER CONFORMED NAME: Live Oak Capital, LLC
DATE OF NAME CHANGE: 20070122
13F-HR
1
primary_doc.xml
13F-HR
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true
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0001387399
XXXXXXXX
03-31-2019
03-31-2019
West Oak Capital, LLC
2801 TOWNSGATE ROAD, SUITE 112
WESTLAKE VILLAGE
CA
91361
13F HOLDINGS REPORT
028-12100
N
Lisa Snider
Partner
805-230-8282
/s/ Lisa Snider
Westlake Village
CA
04-01-2019
0
317
159898
false
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23974
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3425
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1341
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30
SH
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150
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150
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Nextera Energy
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65339F101
3156
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464
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Northern Trust
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Northrop Grumman Corp
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220
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Novartis Ag Spon ADR
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0
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1000
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143
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14
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655
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600
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137
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2000
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37
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1199
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292
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Paychex Inc
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Paycom Software Inc
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125
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130
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144
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144
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143
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143
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337
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Perspecta Inc
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Pfizer Incorporated
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Philip Morris Intl Inc
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436
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321
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1500
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101
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Pulse Biosciences In
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Qualcomm Inc
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Salesforce Com
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Schwab International Equities ETF
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Schwab Short Term Us Treas ETF
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505
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Sector SPDR Health Fund
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Sector SPDR Indl Select
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Vanguard Developed Mkts Index Fund
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Vanguard Growth
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Vanguard Small Cap ETF
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Vgd Short Term Corp Bond ETF
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92206C409
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Visa Inc Cl A
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