Top 5 trades of the 2nd quarter of We

West Oak Capital, LLC recently filed its 13F report for the second quarter of 2022, which ended on 2022-06-30.

The 13F report details the stocks that were in a guru’s stock portfolio at the end of the quarter, although investors should note that these filings are limited in scope, containing only an overview of long stock positions. listed in the United States and American certificates of deposit at the end of the quarter. They are not required to include international holdings, short positions or other types of investments. Yet even this limited repository can provide valuable information.

2801 TOWNSGATE ROAD, SUITE 112 WESTLAKE VILLAGE, CA 91361

According to the latest 13F report, the guru’s stock portfolio contained 331 stocks valued at a total of $180.00 million. The top holdings were JEF (14.07%), NEE (2.46%) and AAPL (2.32%).

According to data from GuruFocus, these were West Oak Capital, LLC’s top five deals of the quarter.

Hubbell Inc.

During the quarter, West Oak Capital, LLC purchased 7,728 shares of NYSE: HUBB for a total holding of 10,498. The transaction had a 0.77% impact on the equity portfolio. During the quarter, the stock traded at an average price of $188.34.

On 7/12/2022, Hubbell Inc traded at a price of $185 per share and a market capitalization of $9.93 billion. The stock has returned -0.19% over the past year.

GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 9 out of 10.

In terms of valuation, Hubbell Inc has a price/earnings ratio of 19.98, a price/book ratio of 4.44, a price/earnings/growth (PEG) ratio of 7.50, an EV/Ebitda ratio of 16.12 and a price-to-sales ratio of 2.35.

The GF price/value ratio is 0.99, giving the stock a GF value rank of 5.

Archer-Daniels Midland Co

During the quarter, West Oak Capital, LLC purchased 14,360 shares of NYSE:ADM for a total equity stake of 21,235. The transaction had a 0.62% impact on the equity portfolio. During the quarter, the stock traded at an average price of $87.46.

On 7/12/2022, Archer-Daniels Midland Co traded at a price of $72.63 per share and a market capitalization of $40.87 billion. The stock has returned 22.96% over the past year.

GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 7 out of 10.

In terms of valuation, Archer-Daniels Midland Co has a price-to-earnings ratio of 13.39, a price-to-book ratio of 1.73, a price-to-earnings-to-growth (PEG) ratio of 1.76, an EV /EBITDA of 10.76 and a price-to-sales ratio of 0.46.

The GF price/value ratio is 1.04, giving the stock a GF value rank of 5.

Schwab US Dividend Equity ETF

During the quarter, West Oak Capital, LLC purchased 10,778 shares of ARCA:SCHD for a total equity stake of 16,095. The transaction had a 0.43% impact on the equity portfolio. During the quarter, the stock traded at an average price of $75.69.

On 12/07/2022, Schwab US Dividend Equity ETF was trading at a price of $72.1 per share and a market capitalization of $34.93 billion. The stock has returned -0.06% over the past year.

The data is insufficient to calculate the financial strength and profitability of the title.

In terms of valuation, Schwab US Dividend Equity ETF has a price-to-earnings ratio of 14.41 and a price-to-book ratio of 3.28.

Meta Platforms Inc

West Oak Capital, LLC reduced its investment in NAS:META by 2,570 shares. The transaction had an impact of 0.27% on the equity portfolio. During the quarter, the stock traded at an average price of $193.38.

On 7/12/2022, Meta Platforms Inc traded at a price of $162.88 per share and a market capitalization of $440.81 billion. The stock has returned -53.52% over the past year.

GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 10 out of 10.

In terms of valuation, Meta Platforms Inc has a price/earnings ratio of 12.59, a price/book ratio of 3.66, a price/earnings/growth (PEG) ratio of 0.47, an EV/Ebitda ratio of 8.31 and a price-to-sales ratio of 3.92.

The GF price/value ratio is 0.41, giving the stock a GF value rank of 4.

3M Co

During the quarter, West Oak Capital, LLC purchased 3,165 shares of NYSE:MMM for a total holding of 9,325. The transaction had a 0.23% impact on the equity portfolio. During the quarter, the stock traded at an average price of $144.62.

On 7/12/2022, 3M Co traded at a price of $129.01 per share and a market capitalization of $73.41 billion. The stock has returned -32.86% over the past year.

GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 9 out of 10.

In terms of valuation, 3M Co has a price/earnings ratio of 13.34, a price/book ratio of 4.87, a price/earnings/growth (PEG) ratio of 6.35, an EV/Ebitda ratio of 9.42 and a price-to-sales ratio of 2.12.

The GF price/value ratio is 0.69, giving the stock a GF value rank of 10.

Please note that figures and facts quoted are at the time of writing this article and may not reflect the latest business data or company announcements.

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