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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SEI INVESTMENTS CO

SEIC|784117103

Shares:62.1K

Value:$4.8M

% of Portfolio:0.5% ($4.8M/$876.0M)

Encompass Health Corp

EHC|29261A100

Shares:47.4K

Value:$4.8M

% of Portfolio:0.5% ($4.8M/$876.0M)

GENTEX CORP

GNTX|371901109

Shares:204.2K

Value:$4.8M

% of Portfolio:0.5% ($4.8M/$876.0M)

Ingredion Inc

INGR|457187102

Shares:32.7K

Value:$4.4M

% of Portfolio:0.5% ($4.4M/$876.0M)

ENSIGN GROUP, INC

ENSG|29358P101

Shares:33.5K

Value:$4.3M

% of Portfolio:0.5% ($4.3M/$876.0M)

AAON, INC.

AAON|000360206

Shares:51.1K

Value:$4.0M

% of Portfolio:0.5% ($4.0M/$876.0M)

Fabrinet

FN|G3323L100

Shares:18.8K

Value:$3.7M

% of Portfolio:0.4% ($3.7M/$876.0M)

Merck & Co., Inc.

MRK|58933Y105

Shares:40.6K

Value:$3.6M

% of Portfolio:0.4% ($3.6M/$876.0M)

464287408

IVE|464287408

Shares:17.3K

Value:$3.3M

% of Portfolio:0.4% ($3.3M/$876.0M)

APTARGROUP, INC.

ATR|038336103

Shares:21.5K

Value:$3.2M

% of Portfolio:0.4% ($3.2M/$876.0M)

922908769

VTI|922908769

Shares:11.5K

Value:$3.2M

% of Portfolio:0.4% ($3.2M/$876.0M)

Salesforce, Inc.

CRM|79466L302

Shares:11.7K

Value:$3.1M

% of Portfolio:0.4% ($3.1M/$876.0M)

ECOLAB INC.

ECL|278865100

Shares:12.2K

Value:$3.1M

% of Portfolio:0.4% ($3.1M/$876.0M)

HOULIHAN LOKEY, INC.

HLI|441593100

Shares:17.9K

Value:$2.9M

% of Portfolio:0.3% ($2.9M/$876.0M)

QUALYS, INC.

QLYS|74758T303

Shares:22.3K

Value:$2.8M

% of Portfolio:0.3% ($2.8M/$876.0M)

464287622

IWB|464287622

Shares:9.1K

Value:$2.8M

% of Portfolio:0.3% ($2.8M/$876.0M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:2.9K

Value:$2.8M

% of Portfolio:0.3% ($2.8M/$876.0M)

Vita Coco Company, Inc.

COCO|92846Q107

Shares:89.1K

Value:$2.7M

% of Portfolio:0.3% ($2.7M/$876.0M)

PROCTER & GAMBLE Co

PG|742718109

Shares:16.0K

Value:$2.7M

% of Portfolio:0.3% ($2.7M/$876.0M)

SPDR GOLD TRUST

GLD|78463V107

Shares:8.5K

Value:$2.4M

% of Portfolio:0.3% ($2.4M/$876.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
SEI INVESTMENTS CO(SEICcusip784117103)	62.1K	QoQ -47.45% (-56.0K) YoY +18.00% (+9.5K)	All Managers (Combined)	$4.8M	0.5% ($4.8M/$876.0M)	QoQ -50.54% (-$4.9M) YoY +27.40% (+$1.0M)
Encompass Health Corp(EHCcusip29261A100)	47.4K	QoQ -2.43% (-1.2K) YoY NEW(+47.4K)	All Managers (Combined)	$4.8M	0.5% ($4.8M/$876.0M)	QoQ +7.00% (-$314.2K) YoY NEW(+$4.8M)
GENTEX CORP(GNTXcusip371901109)	204.2K	QoQ -3.80% (-8.1K) YoY -3.64% (-7.7K)	All Managers (Combined)	$4.8M	0.5% ($4.8M/$876.0M)	QoQ -21.98% (-$1.3M) YoY -37.84% (-$2.9M)
Ingredion Inc(INGRcusip457187102)	32.7K	QoQ -3.71% (-1.3K) YoY NEW(+32.7K)	All Managers (Combined)	$4.4M	0.5% ($4.4M/$876.0M)	QoQ -5.35% (-$250.6K) YoY NEW(+$4.4M)
ENSIGN GROUP, INC(ENSGcusip29358P101)	33.5K	QoQ -1.92% (-657) YoY NEW(+33.5K)	All Managers (Combined)	$4.3M	0.5% ($4.3M/$876.0M)	QoQ -4.47% (-$203.1K) YoY NEW(+$4.3M)
AAON, INC.(AAONcusip000360206)	51.1K	QoQ -36.71% (-29.6K) YoY NEW(+51.1K)	All Managers (Combined)	$4.0M	0.5% ($4.0M/$876.0M)	QoQ -57.98% (-$5.5M) YoY NEW(+$4.0M)
Fabrinet(FNcusipG3323L100)	18.8K	QoQ -4.78% (-944) YoY NEW(+18.8K)	All Managers (Combined)	$3.7M	0.4% ($3.7M/$876.0M)	QoQ -14.47% (-$627.4K) YoY NEW(+$3.7M)
Merck & Co., Inc.(MRKcusip58933Y105)	40.6K	QoQ +469.94% (+33.5K) YoY +364.03% (+31.9K)	All Managers (Combined)	$3.6M	0.4% ($3.6M/$876.0M)	QoQ +414.25% (+$2.9M) YoY +215.67% (+$2.5M)
(IVEcusip464287408)	17.3K	QoQ +5.28% (+868) YoY -3.65% (-656)	All Managers (Combined)	$3.3M	0.4% ($3.3M/$876.0M)	QoQ +5.11% (+$160.4K) YoY -1.71% (-$57.4K)
APTARGROUP, INC.(ATRcusip038336103)	21.5K	QoQ -1.45% (-316) YoY NEW(+21.5K)	All Managers (Combined)	$3.2M	0.4% ($3.2M/$876.0M)	QoQ -6.91% (-$236.8K) YoY NEW(+$3.2M)
(VTIcusip922908769)	11.5K	QoQ 0.00% (-0) YoY +7.09% (+765)	All Managers (Combined)	$3.2M	0.4% ($3.2M/$876.0M)	QoQ -5.16% (-$172.8K) YoY +13.25% (+$371.1K)
Salesforce, Inc.(CRMcusip79466L302)	11.7K	QoQ NEW(+11.7K) YoY NEW(+11.7K)	All Managers (Combined)	$3.1M	0.4% ($3.1M/$876.0M)	QoQ NEW(+$3.1M) YoY NEW(+$3.1M)
ECOLAB INC.(ECLcusip278865100)	12.2K	QoQ NEW(+12.2K) YoY NEW(+12.2K)	All Managers (Combined)	$3.1M	0.4% ($3.1M/$876.0M)	QoQ NEW(+$3.1M) YoY NEW(+$3.1M)
HOULIHAN LOKEY, INC.(HLIcusip441593100)	17.9K	QoQ -11.72% (-2.4K) YoY -24.36% (-5.8K)	All Managers (Combined)	$2.9M	0.3% ($2.9M/$876.0M)	QoQ -17.90% (-$631.7K) YoY -4.70% (-$143.0K)
QUALYS, INC.(QLYScusip74758T303)	22.3K	QoQ -4.47% (-1.0K) YoY NEW(+22.3K)	All Managers (Combined)	$2.8M	0.3% ($2.8M/$876.0M)	QoQ -14.20% (-$464.6K) YoY NEW(+$2.8M)
(IWBcusip464287622)	9.1K	QoQ 0.00% (-0) YoY -6.93% (-677)	All Managers (Combined)	$2.8M	0.3% ($2.8M/$876.0M)	QoQ -4.78% (-$140.1K) YoY -0.89% (-$25.0K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	2.9K	QoQ -17.04% (-599) YoY -19.38% (-701)	All Managers (Combined)	$2.8M	0.3% ($2.8M/$876.0M)	QoQ -14.38% (-$463.4K) YoY +4.06% (-$107.8K)
Vita Coco Company, Inc.(COCOcusip92846Q107)	89.1K	QoQ -3.02% (-2.8K) YoY NEW(+89.1K)	All Managers (Combined)	$2.7M	0.3% ($2.7M/$876.0M)	QoQ -19.47% (-$660.2K) YoY NEW(+$2.7M)
PROCTER & GAMBLE Co(PGcusip742718109)	16.0K	QoQ -21.65% (-4.4K) YoY -42.04% (-11.6K)	All Managers (Combined)	$2.7M	0.3% ($2.7M/$876.0M)	QoQ -20.36% (-$695.3K) YoY -39.12% (-$1.7M)
SPDR GOLD TRUST(GLDcusip78463V107)	8.5K	QoQ +4.63% (+376) YoY +10.69% (+821)	All Managers (Combined)	$2.4M	0.3% ($2.4M/$876.0M)	QoQ +24.51% (+$481.9K) YoY +55.04% (+$869.1K)