West Oak Capital, LLC
RIA/Wealth
West Oak Capital, LLC is a RIA/Wealth based in Eagle, ID led by Lisa Tyler Snider, reporting $525.6M in AUM as of Q3 2025 with 77% Unknown concentration, 100% concentrated in top 10 holdings, and 33% allocation to ASML.
ExecutiveLisa Tyler Snider
- Portfolio Value
- $91.2K
- Positions
- 12
- Top Holding
- ASML at 32.74%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in West Oak Capital, LLC's portfolio (99.9% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Unknown Unknown | $29.9K | 32.74% | -$125.9 Sold | — 3.1K shares | |
Unknown Unknown | $27.5K | 30.12% | +$6.4 Bought | — 21.4K shares | |
Software - Application Technology | $20.9K | 22.87% | -$1.3K Sold | 0.00% 6.3K shares | |
Unknown Unknown | $5.3K | 5.80% | -$1.5K Sold | — 2.5K shares | |
Unknown Unknown | $5.2K | 5.73% | -$329.0 Sold | — 7.3K shares | |
Unknown Unknown | $1.4K | 1.48% | -$355.5 Sold | — 380.0 shares | |
Unknown Unknown | $549.0 | 0.60% | — | — 1.3K shares | |
Semiconductors Technology | $215.0 | 0.24% | -$497.0 Sold | — 77.0 shares | |
Unknown Unknown | $159.0 | 0.17% | — | — 1.0K shares | |
Unknown Unknown | $134.0 | 0.15% | — | — 175.0 shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in West Oak Capital, LLC's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+588.24% | |
+0.02% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for West Oak Capital, LLC
GthenA