West-Coast-Financial
AI_NATIVE detailed information: This accession holds the following tickers:[ "FN", "KAI", "ATR", "ACN", "ABBV", "ADBE", "GOOGL", "AXP", "BLK", "AVGO", "LOW", null, "CMI", "EHC", null, "HD", "MCD", "INTU", null, null, "UNP", "HLI", null, "ITW", "INGR", "AMAT", "EMR", "ICE", "MUB", "META", null, null, "IVW", "ENSG", "MMC", "MA", "MSFT", "MDLZ", "GE", "NVS", "AMP", "IJR", "EFG", "KLAC", "KR", "ORCL", null, null, null, "PEP", null, null, "IVV", "UNH", "AAPL", "ECL", "INTC", "PG", "MRK", "VZ", "AMGN", "IEFA", "SPGI", "RY", "SNA", "GLD", "AMT", "IBM", "SYK", "SBUX", "TRV", "VV", "SCHW", "PRF", "VIG", "TSCO", "IWO", "IWN", "RMD", null, "VYM", "MMS", "QLYS", "SEIC", "MUSA", "VNT", "AFL", "APH", "AVB", "FI", "DEO", "WM", "IWR", "IDXX", "FDS", "AMZN", "SCHB", null, "IVE", null, "AAON", "VGT", "VUG", "VEA", "VB", "VOO", "V", "COCO", "WMT", "WSM", null, "YUM", null, "GNTX", "DVY", null, "SCHA", "JKHY", "TER", null, "CRM", null, "MANH", "HCI", "GWW", "PSA", "FDX", "STE", "KMB", "LULU", "BRK-B", "BDX", "BMY", "CPB", "CVCO", "CHE", "CVX", "CSCO", "CLX", "CL", "CPRT", "CRVL", "COST", "RSP", "IJT", "EFA", "IWB", "NEE", "NKE", "QQQ", "IWM", "DIS", "GOOG", "XOM", "JNJ", "LLY", "PM", "MO", "XLK", "VTI", "JPM", "ZTS" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-11
- Total Holdings
- 162
- Total Value
- 876014477
- Accession Number
- 0001085146-25-002043
- Form Type
- 13F-HR
- Manager Name
- West-Coast-Financial
Data Enrichment
88% identified142 identified20 unidentified
Holdings
162 positions
Manager:
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808524862
Shares:3.0M
Value:$73.8M
808524854
Shares:1.5M
Value:$36.5M
464288588
Shares:330.5K
Value:$31.0M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
1.4M | All Managers (Combined) | $147.6M | |||
(cusip808524862)✕ | 3.0M | All Managers (Combined) | $73.8M | ||
123.0K | All Managers (Combined) | $69.1M | |||
(cusip808524854)✕ | 1.5M | All Managers (Combined) | $36.5M | ||
Apple Inc.(AAPLcusip037833100) | 157.9K | All Managers (Combined) | $35.1M | ||
(cusip464288588)✕ | 330.5K | All Managers (Combined) | $31.0M | ||
Mastercard Inc(MAcusip57636Q104) | 38.3K | All Managers (Combined) | $21.0M | ||
Alphabet Inc.(GOOGLcusip02079K305) | 134.2K | All Managers (Combined) | $20.8M | ||
MICROSOFT CORP(MSFTcusip594918104) | 50.6K | All Managers (Combined) | $19.0M | ||
30.5K | QoQ -1.70% (-530)YoY -1.51% (-471) | All Managers (Combined) | $16.3M | ||
66.5K | All Managers (Combined) | $16.2M | |||
61.0K | All Managers (Combined) | $14.1M | |||
STRYKER CORP(SYKcusip863667101) | 33.3K | QoQ -2.05% (-700)YoY NEW(+33.3K) | All Managers (Combined) | $12.4M | YoY NEW(+$12.4M) |
Snap-on Inc(SNAcusip833034101) | 35.9K | QoQ -1.05% (-384)YoY +1.75% (+619) | All Managers (Combined) | $12.1M | |
33.6K | QoQ -1.42% (-487)YoY +1.75% (+579) | All Managers (Combined) | $11.8M | ||
46.3K | QoQ -1.72% (-810)YoY +1.15% (-527) | All Managers (Combined) | $11.5M | ||
Zoetis Inc.(ZTScusip98978V103) | 68.2K | All Managers (Combined) | $11.2M | ||
Accenture plc(ACNcusipG1151C101) | 34.5K | QoQ -1.50% (-528)YoY +1.72% (-584) | All Managers (Combined) | $10.8M | |
62.8K | All Managers (Combined) | $10.4M | |||
145.5K | All Managers (Combined) | $9.8M |