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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233051143

Shares:16.2K

Value:$815.2K

% of Portfolio:0.1% ($815.2K/$876.0M)

BECTON DICKINSON & CO

BDX|075887109

Shares:3.4K

Value:$786.8K

% of Portfolio:0.1% ($786.8K/$876.0M)

81369Y209

Shares:5.1K

Value:$750.7K

% of Portfolio:0.1% ($750.7K/$876.0M)

78468R796

Shares:16.2K

Value:$738.9K

% of Portfolio:0.1% ($738.9K/$876.0M)

464287309

IVW|464287309

Shares:8.0K

Value:$738.1K

% of Portfolio:0.1% ($738.1K/$876.0M)

464287648

IWO|464287648

Shares:2.9K

Value:$737.5K

% of Portfolio:0.1% ($737.5K/$876.0M)

922908751

VB|922908751

Shares:3.2K

Value:$700.1K

% of Portfolio:0.1% ($700.1K/$876.0M)

DIAGEO PLC

DEO|25243Q205

Shares:6.6K

Value:$693.2K

% of Portfolio:0.1% ($693.2K/$876.0M)

AMERIPRISE FINANCIAL INC

AMP|03076C106

Shares:1.4K

Value:$682.1K

% of Portfolio:0.1% ($682.1K/$876.0M)

AFLAC INC

AFL|001055102

Shares:6.1K

Value:$680.9K

% of Portfolio:0.1% ($680.9K/$876.0M)

Walmart Inc.

WMT|931142103

Shares:7.7K

Value:$675.8K

% of Portfolio:0.1% ($675.8K/$876.0M)

APPLIED MATERIALS INC /DE

AMAT|038222105

Shares:4.5K

Value:$649.0K

% of Portfolio:0.1% ($649.0K/$876.0M)

Walt Disney Co

DIS|254687106

Shares:6.1K

Value:$601.9K

% of Portfolio:0.1% ($601.9K/$876.0M)

Murphy USA Inc.

MUSA|626755102

Shares:1.3K

Value:$600.1K

% of Portfolio:0.1% ($600.1K/$876.0M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:8.4K

Value:$593.1K

% of Portfolio:0.1% ($593.1K/$876.0M)

46436E759

Shares:8.6K

Value:$580.6K

% of Portfolio:0.1% ($580.6K/$876.0M)

46137V613

PRF|46137V613

Shares:14.4K

Value:$580.2K

% of Portfolio:0.1% ($580.2K/$876.0M)

COLGATE PALMOLIVE CO

CL|194162103

Shares:6.1K

Value:$571.2K

% of Portfolio:0.1% ($571.2K/$876.0M)

Philip Morris International Inc.

PM|718172109

Shares:3.6K

Value:$568.3K

% of Portfolio:0.1% ($568.3K/$876.0M)

KIMBERLY CLARK CORP

KMB|494368103

Shares:3.9K

Value:$560.1K

% of Portfolio:0.1% ($560.1K/$876.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip233051143)✕	16.2K	QoQ 0.00% (-0) YoY NEW(+16.2K)	All Managers (Combined)	$815.2K	0.1% ($815.2K/$876.0M)	QoQ -5.33% (-$45.9K) YoY NEW(+$815.2K)
BECTON DICKINSON & CO(BDXcusip075887109)	3.4K	QoQ -10.07% (-385) YoY -14.44% (-580)	All Managers (Combined)	$786.8K	0.1% ($786.8K/$876.0M)	QoQ -9.21% (-$79.8K) YoY -20.81% (-$206.8K)
(cusip81369Y209)✕	5.1K	QoQ 0.00% (+0) YoY +10.32% (+481)	All Managers (Combined)	$750.7K	0.1% ($750.7K/$876.0M)	QoQ +6.13% (+$43.4K) YoY +9.04% (+$62.3K)
(cusip78468R796)✕	16.2K	QoQ 0.00% (-0) YoY +26.44% (+3.4K)	All Managers (Combined)	$738.9K	0.1% ($738.9K/$876.0M)	QoQ -4.98% (-$38.8K) YoY +35.16% (+$192.2K)
(IVWcusip464287309)	8.0K	QoQ -8.96% (-783) YoY -8.22% (-713)	All Managers (Combined)	$738.1K	0.1% ($738.1K/$876.0M)	QoQ -16.76% (-$148.7K) YoY +0.88% (-$6.5K)
(IWOcusip464287648)	2.9K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$737.5K	0.1% ($737.5K/$876.0M)	QoQ -11.21% (-$93.2K) YoY -5.63% (-$44.1K)
(VBcusip922908751)	3.2K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$700.1K	0.1% ($700.1K/$876.0M)	QoQ -7.71% (-$58.5K) YoY -2.99% (-$21.6K)
DIAGEO PLC(DEOcusip25243Q205)	6.6K	QoQ -17.82% (-1.4K) YoY -37.76% (-4.0K)	All Managers (Combined)	$693.2K	0.1% ($693.2K/$876.0M)	QoQ -32.26% (-$330.2K) YoY -56.15% (-$887.8K)
AMERIPRISE FINANCIAL INC(AMPcusip03076C106)	1.4K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$682.1K	0.1% ($682.1K/$876.0M)	QoQ -9.07% (-$68.1K) YoY +10.41% (+$64.3K)
AFLAC INC(AFLcusip001055102)	6.1K	QoQ +3.02% (+180) YoY -7.09% (-468)	All Managers (Combined)	$680.9K	0.1% ($680.9K/$876.0M)	QoQ +10.74% (+$66.1K) YoY +20.30% (-$114.9K)
Walmart Inc.(WMTcusip931142103)	7.7K	QoQ +0.03% (-3) YoY +0.48% (+37)	All Managers (Combined)	$675.8K	0.1% ($675.8K/$876.0M)	QoQ -2.79% (-$19.4K) YoY +46.59% (+$214.8K)
APPLIED MATERIALS INC /DE(AMATcusip038222105)	4.5K	QoQ +15.22% (+591) YoY -29.39% (-1.9K)	All Managers (Combined)	$649.0K	0.1% ($649.0K/$876.0M)	QoQ +2.82% (+$17.8K) YoY -50.31% (-$657.3K)
Walt Disney Co(DIScusip254687106)	6.1K	QoQ -1.48% (-92) YoY -0.82% (-51)	All Managers (Combined)	$601.9K	0.1% ($601.9K/$876.0M)	QoQ -12.68% (-$87.4K) YoY -20.00% (-$150.6K)
Murphy USA Inc.(MUSAcusip626755102)	1.3K	QoQ -4.84% (-65) YoY -90.83% (-12.7K)	All Managers (Combined)	$600.1K	0.1% ($600.1K/$876.0M)	QoQ -10.89% (-$73.4K) YoY -89.73% (-$5.2M)
NEXTERA ENERGY INC(NEEcusip65339F101)	8.4K	QoQ +0.91% (-76) YoY -16.00% (-1.6K)	All Managers (Combined)	$593.1K	0.1% ($593.1K/$876.0M)	QoQ -0.20% (-$1.2K) YoY -6.83% (-$43.5K)
(cusip46436E759)✕	8.6K	QoQ 0.00% (+0) YoY NEW(+8.6K)	All Managers (Combined)	$580.6K	0.1% ($580.6K/$876.0M)	QoQ +4.20% (+$23.5K) YoY NEW(+$580.6K)
(PRFcusip46137V613)	14.4K	QoQ -1.63% (-239) YoY -16.57% (-2.9K)	All Managers (Combined)	$580.2K	0.1% ($580.2K/$876.0M)	QoQ -1.46% (-$8.6K) YoY -12.36% (-$81.9K)
COLGATE PALMOLIVE CO(CLcusip194162103)	6.1K	QoQ +9.79% (+544) YoY +11.36% (+622)	All Managers (Combined)	$571.2K	0.1% ($571.2K/$876.0M)	QoQ +13.16% (+$66.5K) YoY +15.87% (+$78.3K)
Philip Morris International Inc.(PMcusip718172109)	3.6K	QoQ 0.00% (+0) YoY -2.05% (-75)	All Managers (Combined)	$568.3K	0.1% ($568.3K/$876.0M)	QoQ +31.89% (+$137.4K) YoY +69.69% (-$233.4K)
KIMBERLY CLARK CORP(KMBcusip494368103)	3.9K	QoQ -3.05% (-124) YoY 0.00% (+0)	All Managers (Combined)	$560.1K	0.1% ($560.1K/$876.0M)	QoQ +5.21% (-$27.8K) YoY +9.94% (+$50.7K)