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

Page 4 of 9

Sort by:

Alphabet Inc.

GOOG|02079K107

Shares:12.1K

Value:$1.9M

% of Portfolio:0.2% ($1.9M/$876.0M)

ELI LILLY & Co

LLY|532457108

Shares:2.2K

Value:$1.9M

% of Portfolio:0.2% ($1.9M/$876.0M)

921943858

VEA|921943858

Shares:35.9K

Value:$1.8M

% of Portfolio:0.2% ($1.8M/$876.0M)

464287655

IWM|464287655

Shares:8.0K

Value:$1.6M

% of Portfolio:0.2% ($1.6M/$876.0M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:3.3K

Value:$1.6M

% of Portfolio:0.2% ($1.6M/$876.0M)

81369Y803

XLK|81369Y803

Shares:7.3K

Value:$1.5M

% of Portfolio:0.2% ($1.5M/$876.0M)

STARBUCKS CORP

SBUX|855244109

Shares:15.2K

Value:$1.5M

% of Portfolio:0.2% ($1.5M/$876.0M)

CLOROX CO /DE/

CLX|189054109

Shares:9.5K

Value:$1.4M

% of Portfolio:0.2% ($1.4M/$876.0M)

464287127

Shares:16.7K

Value:$1.3M

% of Portfolio:0.1% ($1.3M/$876.0M)

KLA CORP

KLAC|482480100

Shares:1.9K

Value:$1.3M

% of Portfolio:0.1% ($1.3M/$876.0M)

808524102

SCHB|808524102

Shares:58.4K

Value:$1.3M

% of Portfolio:0.1% ($1.3M/$876.0M)

CUMMINS INC

CMI|231021106

Shares:3.9K

Value:$1.2M

% of Portfolio:0.1% ($1.2M/$876.0M)

KADANT INC

KAI|48282T104

Shares:3.5K

Value:$1.2M

% of Portfolio:0.1% ($1.2M/$876.0M)

TRACTOR SUPPLY CO /DE/

TSCO|892356106

Shares:20.6K

Value:$1.1M

% of Portfolio:0.1% ($1.1M/$876.0M)

464287630

IWN|464287630

Shares:7.3K

Value:$1.1M

% of Portfolio:0.1% ($1.1M/$876.0M)

46137V357

RSP|46137V357

Shares:6.3K

Value:$1.1M

% of Portfolio:0.1% ($1.1M/$876.0M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:3.9K

Value:$1.1M

% of Portfolio:0.1% ($1.1M/$876.0M)

CHEMED CORP

CHE|16359R103

Shares:1.7K

Value:$1.0M

% of Portfolio:0.1% ($1.0M/$876.0M)

CAVCO INDUSTRIES INC.

CVCO|149568107

Shares:1.6K

Value:$857.4K

% of Portfolio:0.1% ($857.4K/$876.0M)

AMGEN INC

AMGN|031162100

Shares:2.7K

Value:$841.3K

% of Portfolio:0.1% ($841.3K/$876.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Alphabet Inc.(GOOGcusip02079K107)	12.1K	QoQ -0.97% (-119) YoY -3.14% (-393)	All Managers (Combined)	$1.9M	0.2% ($1.9M/$876.0M)	QoQ -18.76% (-$436.3K) YoY -0.62% (-$11.8K)
ELI LILLY & Co(LLYcusip532457108)	2.2K	QoQ 0.00% (+0) YoY -0.62% (-14)	All Managers (Combined)	$1.9M	0.2% ($1.9M/$876.0M)	QoQ +6.98% (+$120.8K) YoY +5.50% (-$96.5K)
(VEAcusip921943858)	35.9K	QoQ -1.76% (-645) YoY -3.34% (-1.2K)	All Managers (Combined)	$1.8M	0.2% ($1.8M/$876.0M)	QoQ +4.41% (-$77.3K) YoY -2.07% (-$38.6K)
(IWMcusip464287655)	8.0K	QoQ -0.16% (-13) YoY -5.01% (-420)	All Managers (Combined)	$1.6M	0.2% ($1.6M/$876.0M)	QoQ -9.86% (-$173.6K) YoY -9.89% (-$174.3K)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	3.3K	QoQ -0.17% (-6) YoY -3.65% (-127)	All Managers (Combined)	$1.6M	0.2% ($1.6M/$876.0M)	QoQ -8.44% (-$144.7K) YoY +1.74% (-$26.9K)
(XLKcusip81369Y803)	7.3K	QoQ 0.00% (-0) YoY -1.80% (-135)	All Managers (Combined)	$1.5M	0.2% ($1.5M/$876.0M)	QoQ -11.19% (-$191.1K) YoY -2.64% (-$41.3K)
STARBUCKS CORP(SBUXcusip855244109)	15.2K	QoQ -5.45% (-876) YoY -15.50% (-2.8K)	All Managers (Combined)	$1.5M	0.2% ($1.5M/$876.0M)	QoQ +1.63% (-$23.9K) YoY -9.31% (-$153.0K)
CLOROX CO /DE/(CLXcusip189054109)	9.5K	QoQ -1.53% (-148) YoY -5.02% (-503)	All Managers (Combined)	$1.4M	0.2% ($1.4M/$876.0M)	QoQ -10.72% (-$168.2K) YoY -8.66% (-$132.8K)
(cusip464287127)✕	16.7K	QoQ -8.22% (-1.5K) YoY -28.25% (-6.6K)	All Managers (Combined)	$1.3M	0.1% ($1.3M/$876.0M)	QoQ -12.63% (-$186.0K) YoY -23.51% (-$395.5K)
KLA CORP(KLACcusip482480100)	1.9K	QoQ -26.75% (-676) YoY -87.49% (-13.0K)	All Managers (Combined)	$1.3M	0.1% ($1.3M/$876.0M)	QoQ -20.97% (-$334.0K) YoY -87.83% (-$9.1M)
(SCHBcusip808524102)	58.4K	QoQ 0.00% (-0) YoY +200.00% (+38.9K)	All Managers (Combined)	$1.3M	0.1% ($1.3M/$876.0M)	QoQ -5.15% (-$68.3K) YoY +5.79% (+$68.9K)
CUMMINS INC(CMIcusip231021106)	3.9K	QoQ -8.93% (-380) YoY -15.21% (-695)	All Managers (Combined)	$1.2M	0.1% ($1.2M/$876.0M)	QoQ -18.11% (-$268.6K) YoY -9.80% (-$131.9K)
KADANT INC(KAIcusip48282T104)	3.5K	QoQ -24.36% (-1.1K) YoY -45.16% (-2.9K)	All Managers (Combined)	$1.2M	0.1% ($1.2M/$876.0M)	QoQ -26.14% (-$417.8K) YoY -43.69% (-$916.1K)
TRACTOR SUPPLY CO /DE/(TSCOcusip892356106)	20.6K	QoQ -6.31% (-1.4K) YoY -34.47% (-10.8K)	All Managers (Combined)	$1.1M	0.1% ($1.1M/$876.0M)	QoQ -2.71% (-$31.7K) YoY -86.20% (-$7.1M)
(IWNcusip464287630)	7.3K	QoQ 0.00% (-0) YoY -5.26% (-404)	All Managers (Combined)	$1.1M	0.1% ($1.1M/$876.0M)	QoQ -8.03% (-$95.9K) YoY -9.93% (-$121.1K)
(RSPcusip46137V357)	6.3K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$1.1M	0.1% ($1.1M/$876.0M)	QoQ -1.14% (-$12.6K) YoY +2.27% (+$24.4K)
AMERICAN EXPRESS CO(AXPcusip025816109)	3.9K	QoQ 0.00% (-0) YoY +0.61% (+24)	All Managers (Combined)	$1.1M	0.1% ($1.1M/$876.0M)	QoQ -9.34% (-$109.5K) YoY +18.88% (+$168.8K)
CHEMED CORP(CHEcusip16359R103)	1.7K	QoQ -14.87% (-295) YoY -90.58% (-16.2K)	All Managers (Combined)	$1.0M	0.1% ($1.0M/$876.0M)	QoQ -1.13% (-$11.9K) YoY -90.97% (-$10.5M)
CAVCO INDUSTRIES INC.(CVCOcusip149568107)	1.6K	QoQ 0.00% (+0) YoY -2.94% (-50)	All Managers (Combined)	$857.4K	0.1% ($857.4K/$876.0M)	QoQ +16.44% (+$121.1K) YoY +26.38% (-$179.0K)
AMGEN INC(AMGNcusip031162100)	2.7K	QoQ +0.85% (+23) YoY -18.74% (-623)	All Managers (Combined)	$841.3K	0.1% ($841.3K/$876.0M)	QoQ +20.55% (+$143.5K) YoY -10.95% (-$103.5K)