West Oak Capital, LLC
Annual return '25
+15.6%
SPY '25
+17.7%
Alpha
-2.1ptsvs SPY
Invested
$8.1B
Holdings
655
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VEA
VANGUARD TAX-MANAGED FDS
Held since at least Q1 2024
9.2%
02
$SPYG
SPDR SERIES TRUST
Held since at least Q1 2024
6.1%
03
$SPYV
SPDR SERIES TRUST
Held since at least Q1 2024
6.1%
04
$SPMD
SPDR SERIES TRUST
Held since at least Q1 2024
5.0%
05
$VOO
VANGUARD INDEX FDS
Q4 2024: New position (137 shares)
4.5%
06
$VTIP
VANGUARD MALVERN FDS
Held since at least Q1 2024
4.1%
07
$SPSB
SPDR SERIES TRUST
Held since at least Q1 2024
3.3%
08
$SPSM
SPDR SERIES TRUST
Held since at least Q1 2024
3.1%
09
$VWO
VANGUARD INTL EQUITY INDEX F
Held since at least Q1 2024
3.0%
10
$SPTM
SPDR SERIES TRUST
Held since at least Q1 2024
2.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:06 UTC.