0001567619-21-018038.txt : 20211007
0001567619-21-018038.hdr.sgml : 20211007
20211007165530
ACCESSION NUMBER: 0001567619-21-018038
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210930
FILED AS OF DATE: 20211007
DATE AS OF CHANGE: 20211007
EFFECTIVENESS DATE: 20211007
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: 211312883
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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false
true
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0001387399
XXXXXXXX
09-30-2021
09-30-2021
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
10-07-2021
0
390
257828
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Kimberly-Clark Corp
COM
494368103
21
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0
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482480100
134
400
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500754106
18
500
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Lam Research Corporation
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182
320
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513272104
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76
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517834107
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0
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Lehman Bros Holding Inc
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524908100
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1200
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1200
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526057104
2443
26076
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Lennar Corp
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526057302
121
1555
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1555
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0
Li Auto Inc
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50202M102
1
30
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SOLE
30
0
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Lightpath Tech Inc
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532257805
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300
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532457108
2797
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Lockheed Martin Corp
COM
539830109
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Logitech Intl S A
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H50430232
35
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400
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Lucid Group Inc
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549498103
1
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Lvmh Moet Hennessy Louis Vuitton
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502441306
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51
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M D C Holding Inc
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552676108
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200
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200
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Mannkind Corp
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56400P201
13
3000
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3000
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Marathon Pete Corp
COM
56585A102
2
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40
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Marvell Tech Group Ltd
COM
G5876H105
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250
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Masimo Corp
COM
574795100
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325
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Mastercard Inc
COM
57636Q104
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Mattel Incorporated
COM
577081102
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300
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Mc Cormick & Co Inc N-Vt
COM
579780206
489
6030
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Mc Donalds Corp
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580135101
362
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1500
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Medpace Holdings Inc
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225
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225
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Medtronic Inc
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Merck & Co Inc
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589331107
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25130
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Microchip Technology Inc
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Micron Technology Inc
COM
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303
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Microsoft Corp
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594918104
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Mid Amer Apt Cmntys Inc.
COM
59522J103
388
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2080
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Mondelez Intl Inc Cl A
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609207105
87
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1500
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Monolithic Power Sys
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36
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Mosaic Immunoengineering
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61945M101
0
1
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1
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Myr Group Inc
COM
55405W104
186
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N I O Inc
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62914V106
1
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Netease Inc
COM
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225
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Netflix Inc
COM
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31
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Newmont Mining Corp
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17
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375
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Norfolk Southern Corp
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464
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3
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Novartis Ag Spon ADR
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23
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100
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COM
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COM
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3041
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50
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10
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COM
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2
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COM
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Palantir Technologies In
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24
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5
200
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200
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Paychex Inc
COM
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18
160
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160
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Paycom Software Inc
COM
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27
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Paypal Holdings Inco
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70450Y103
193
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740
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Pepsico Incorporated
COM
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2155
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Perkinelmer Inc
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572
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Petco Health & Wellness
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2
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80
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Pfizer Incorporated
COM
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1050
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Philip Morris Intl Inc
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425
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PIMCO Corp Income Cf
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Pinterest Inc
COM
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11
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COM
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1500
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20
101
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101
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Power Integrations
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3
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109
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95
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331
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224
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34
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356
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Root Inc
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1
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Salesforce Com
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Satcon Technology Corp
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4
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145
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Schwab International Equities ETF
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808524805
520
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Schwab Short Term Us Treas ETF
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808524862
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Schwab US Dividend
COM
808524797
227
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3056
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Schwab Us Large Co Equities ETF
COM
808524201
5436
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Schwab Us Reit ETF
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808524847
118
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Schwab Us Small Co Equities ETF
COM
808524607
426
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81369Y605
141
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Sector SPDR Health Fund
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81369Y209
156
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Sector SPDR Indl Select
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81369Y704
178
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Service Now Inc
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Sherwin-Williams Co
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Sysco Corporation
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1191
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Target Corporation
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Teladoc Inc
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Teledyne Technologies
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Tencent Holdings
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Thermo Fisher Scientific
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Union Pacific Corp
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