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

SEC FilingSEC DataHachi Filing

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
CIK: west-coast-financial
Manager Name: West-Coast-Financial

Data Enrichment

88% identified

142 identified20 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

162 positions • $876.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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464287465

EFA|464287465

Shares:118.4K

Value:$9.7M

% of Portfolio:1.1% ($9.7M/$876.0M)

AMPHENOL CORP /DE/

APH|032095101

Shares:147.2K

Value:$9.7M

% of Portfolio:1.1% ($9.7M/$876.0M)

AMAZON COM INC

AMZN|023135106

Shares:49.6K

Value:$9.4M

% of Portfolio:1.1% ($9.4M/$876.0M)

Meta Platforms, Inc.

META|30303M102

Shares:16.0K

Value:$9.2M

% of Portfolio:1.1% ($9.2M/$876.0M)

AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:42.1K

Value:$9.2M

% of Portfolio:1.0% ($9.2M/$876.0M)

W.W. GRAINGER, INC.

GWW|384802104

Shares:9.2K

Value:$9.1M

% of Portfolio:1.0% ($9.1M/$876.0M)

Public Storage

PSA|74460D109

Shares:29.0K

Value:$8.7M

% of Portfolio:1.0% ($8.7M/$876.0M)

S&P Global Inc.

SPGI|78409V104

Shares:16.9K

Value:$8.6M

% of Portfolio:1.0% ($8.6M/$876.0M)

JACK HENRY & ASSOCIATES INC

JKHY|426281101

Shares:45.7K

Value:$8.3M

% of Portfolio:1.0% ($8.3M/$876.0M)

PEPSICO INC

PEP|713448108

Shares:55.1K

Value:$8.3M

% of Portfolio:0.9% ($8.3M/$876.0M)

lululemon athletica inc.

LULU|550021109

Shares:29.1K

Value:$8.2M

% of Portfolio:0.9% ($8.2M/$876.0M)

HOME DEPOT, INC.

HD|437076102

Shares:21.9K

Value:$8.0M

% of Portfolio:0.9% ($8.0M/$876.0M)

RESMED INC

RMD|761152107

Shares:34.1K

Value:$7.6M

% of Portfolio:0.9% ($7.6M/$876.0M)

MANHATTAN ASSOCIATES INC

MANH|562750109

Shares:40.9K

Value:$7.1M

% of Portfolio:0.8% ($7.1M/$876.0M)

46432F842

IEFA|46432F842

Shares:87.0K

Value:$6.6M

% of Portfolio:0.8% ($6.6M/$876.0M)

ADOBE INC.

ADBE|00724F101

Shares:17.1K

Value:$6.6M

% of Portfolio:0.7% ($6.6M/$876.0M)

MAXIMUS, INC.

MMS|577933104

Shares:89.3K

Value:$6.1M

% of Portfolio:0.7% ($6.1M/$876.0M)

HCI Group, Inc.

HCI|40416E103

Shares:34.9K

Value:$5.2M

% of Portfolio:0.6% ($5.2M/$876.0M)

CORVEL CORP

CRVL|221006109

Shares:44.5K

Value:$5.0M

% of Portfolio:0.6% ($5.0M/$876.0M)

WILLIAMS SONOMA INC

WSM|969904101

Shares:31.2K

Value:$4.9M

% of Portfolio:0.6% ($4.9M/$876.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(EFAcusip464287465)	118.4K	QoQ +0.85% (+1.0K) YoY +9.17% (+9.9K)	All Managers (Combined)	$9.7M	1.1% ($9.7M/$876.0M)	QoQ +9.01% (+$800.2K) YoY +11.72% (+$1.0M)
AMPHENOL CORP /DE/(APHcusip032095101)	147.2K	QoQ -40.18% (-98.9K) YoY +14.66% (-18.8K)	All Managers (Combined)	$9.7M	1.1% ($9.7M/$876.0M)	QoQ -43.50% (-$7.4M) YoY -34.79% (-$5.2M)
AMAZON COM INC(AMZNcusip023135106)	49.6K	QoQ -2.10% (-1.1K) YoY +2492.26% (+47.7K)	All Managers (Combined)	$9.4M	1.1% ($9.4M/$876.0M)	QoQ -15.10% (-$1.7M) YoY +2634.25% (+$9.1M)
Meta Platforms, Inc.(METAcusip30303M102)	16.0K	QoQ -4.52% (-757) YoY -5.91% (-1.0K)	All Managers (Combined)	$9.2M	1.1% ($9.2M/$876.0M)	QoQ -6.01% (-$589.3K) YoY +11.67% (-$961.9K)
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	42.1K	QoQ -2.80% (-1.2K) YoY +2350.14% (+40.4K)	All Managers (Combined)	$9.2M	1.0% ($9.2M/$876.0M)	QoQ +15.31% (-$1.2M) YoY +2598.30% (+$8.8M)
W.W. GRAINGER, INC.(GWWcusip384802104)	9.2K	QoQ -2.74% (-259) YoY -36.46% (-5.3K)	All Managers (Combined)	$9.1M	1.0% ($9.1M/$876.0M)	QoQ -8.85% (-$880.7K) YoY -38.30% (-$5.6M)
Public Storage(PSAcusip74460D109)	29.0K	QoQ -2.32% (-690) YoY -31.90% (-13.6K)	All Managers (Combined)	$8.7M	1.0% ($8.7M/$876.0M)	QoQ -2.37% (-$210.9K) YoY -29.74% (-$3.7M)
S&P Global Inc.(SPGIcusip78409V104)	16.9K	QoQ -3.39% (-592) YoY -3.25% (-567)	All Managers (Combined)	$8.6M	1.0% ($8.6M/$876.0M)	QoQ -1.43% (-$125.0K) YoY +15.53% (-$1.2M)
JACK HENRY & ASSOCIATES INC(JKHYcusip426281101)	45.7K	QoQ -4.30% (-2.1K) YoY -2.58% (-1.2K)	All Managers (Combined)	$8.3M	1.0% ($8.3M/$876.0M)	QoQ -0.32% (-$26.8K) YoY +2.38% (-$194.4K)
PEPSICO INC(PEPcusip713448108)	55.1K	QoQ -4.71% (-2.7K) YoY -35.38% (-30.2K)	All Managers (Combined)	$8.3M	0.9% ($8.3M/$876.0M)	QoQ -6.04% (-$531.5K) YoY -44.63% (-$6.7M)
lululemon athletica inc.(LULUcusip550021109)	29.1K	QoQ -2.99% (-898) YoY NEW(+29.1K)	All Managers (Combined)	$8.2M	0.9% ($8.2M/$876.0M)	QoQ -28.19% (-$3.2M) YoY NEW(+$8.2M)
HOME DEPOT, INC.(HDcusip437076102)	21.9K	QoQ -3.82% (-871) YoY -4.30% (-987)	All Managers (Combined)	$8.0M	0.9% ($8.0M/$876.0M)	QoQ -9.38% (-$832.4K) YoY -8.57% (-$753.8K)
RESMED INC(RMDcusip761152107)	34.1K	QoQ -3.40% (-1.2K) YoY -6.16% (-2.2K)	All Managers (Combined)	$7.6M	0.9% ($7.6M/$876.0M)	QoQ -5.45% (-$441.0K) YoY +6.06% (-$437.1K)
MANHATTAN ASSOCIATES INC(MANHcusip562750109)	40.9K	QoQ -3.36% (-1.4K) YoY -24.29% (-13.1K)	All Managers (Combined)	$7.1M	0.8% ($7.1M/$876.0M)	QoQ -38.12% (-$4.4M) YoY -47.64% (-$6.4M)
(IEFAcusip46432F842)	87.0K	QoQ +2772.35% (+83.9K) YoY NEW(+87.0K)	All Managers (Combined)	$6.6M	0.8% ($6.6M/$876.0M)	QoQ +2992.10% (+$6.4M) YoY NEW(+$6.6M)
ADOBE INC.(ADBEcusip00724F101)	17.1K	QoQ -5.46% (-989) YoY NEW(+17.1K)	All Managers (Combined)	$6.6M	0.7% ($6.6M/$876.0M)	QoQ -18.46% (-$1.5M) YoY NEW(+$6.6M)
MAXIMUS, INC.(MMScusip577933104)	89.3K	QoQ -1.29% (-1.2K) YoY +1.19% (-1.1K)	All Managers (Combined)	$6.1M	0.7% ($6.1M/$876.0M)	QoQ -9.84% (-$664.8K) YoY -17.75% (-$1.3M)
HCI Group, Inc.(HCIcusip40416E103)	34.9K	QoQ -3.88% (-1.4K) YoY NEW(+34.9K)	All Managers (Combined)	$5.2M	0.6% ($5.2M/$876.0M)	QoQ +23.08% (-$975.9K) YoY NEW(+$5.2M)
CORVEL CORP(CRVLcusip221006109)	44.5K	QoQ -50.83% (-46.0K) YoY +50.52% (-14.9K)	All Managers (Combined)	$5.0M	0.6% ($5.0M/$876.0M)	QoQ -50.52% (-$5.1M) YoY -35.90% (-$2.8M)
WILLIAMS SONOMA INC(WSMcusip969904101)	31.2K	QoQ -49.09% (-30.1K) YoY -38.65% (-19.7K)	All Managers (Combined)	$4.9M	0.6% ($4.9M/$876.0M)	QoQ -56.53% (-$6.4M) YoY -69.45% (-$11.2M)