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 6 of 9

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EXXON MOBIL CORP

XOM|30231G102

Shares:4.3K

Value:$510.6K

% of Portfolio:0.1% ($510.6K/$876.0M)

FISERV INC

FI|337738108

Shares:2.3K

Value:$506.1K

% of Portfolio:0.1% ($506.1K/$876.0M)

CAMPBELL'S Co

CPB|134429109

Shares:12.6K

Value:$501.6K

% of Portfolio:0.1% ($501.6K/$876.0M)

Intercontinental Exchange, Inc.

ICE|45866F104

Shares:2.9K

Value:$500.3K

% of Portfolio:0.1% ($500.3K/$876.0M)

46436E544

Shares:13.0K

Value:$490.5K

% of Portfolio:0.1% ($490.5K/$876.0M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:919

Value:$481.1K

% of Portfolio:0.1% ($481.1K/$876.0M)

921908844

VIG|921908844

Shares:2.4K

Value:$461.7K

% of Portfolio:0.1% ($461.7K/$876.0M)

808524607

SCHA|808524607

Shares:19.5K

Value:$456.6K

% of Portfolio:0.1% ($456.6K/$876.0M)

808524508

Shares:17.4K

Value:$455.9K

% of Portfolio:0.1% ($455.9K/$876.0M)

ORACLE CORP

ORCL|68389X105

Shares:3.2K

Value:$440.7K

% of Portfolio:0.1% ($440.7K/$876.0M)

464288273

Shares:6.8K

Value:$431.4K

% of Portfolio:0.0% ($431.4K/$876.0M)

464288414

MUB|464288414

Shares:3.9K

Value:$409.8K

% of Portfolio:0.0% ($409.8K/$876.0M)

YUM BRANDS INC

YUM|988498101

Shares:2.6K

Value:$403.5K

% of Portfolio:0.0% ($403.5K/$876.0M)

Broadcom Inc.

AVGO|11135F101

Shares:2.4K

Value:$401.8K

% of Portfolio:0.0% ($401.8K/$876.0M)

IDEXX LABORATORIES INC /DE

IDXX|45168D104

Shares:954

Value:$400.6K

% of Portfolio:0.0% ($400.6K/$876.0M)

TRAVELERS COMPANIES, INC.

TRV|89417E109

Shares:1.5K

Value:$399.1K

% of Portfolio:0.0% ($399.1K/$876.0M)

921946406

VYM|921946406

Shares:3.1K

Value:$396.3K

% of Portfolio:0.0% ($396.3K/$876.0M)

COPART INC

CPRT|217204106

Shares:6.8K

Value:$384.4K

% of Portfolio:0.0% ($384.4K/$876.0M)

464287556

Shares:3.0K

Value:$383.7K

% of Portfolio:0.0% ($383.7K/$876.0M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:6.2K

Value:$380.4K

% of Portfolio:0.0% ($380.4K/$876.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
EXXON MOBIL CORP(XOMcusip30231G102)	4.3K	QoQ +1.75% (+74) YoY -5.29% (-240)	All Managers (Combined)	$510.6K	0.1% ($510.6K/$876.0M)	QoQ +12.49% (+$56.7K) YoY -3.10% (-$16.4K)
FISERV INC(FIcusip337738108)	2.3K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$506.1K	0.1% ($506.1K/$876.0M)	QoQ +7.50% (+$35.3K) YoY +38.17% (+$139.8K)
CAMPBELL'S Co(CPBcusip134429109)	12.6K	QoQ -14.40% (-2.1K) YoY -49.47% (-12.3K)	All Managers (Combined)	$501.6K	0.1% ($501.6K/$876.0M)	QoQ -18.41% (-$113.2K) YoY -54.62% (-$603.7K)
Intercontinental Exchange, Inc.(ICEcusip45866F104)	2.9K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$500.3K	0.1% ($500.3K/$876.0M)	QoQ +15.76% (+$68.1K) YoY +25.51% (+$101.7K)
(cusip46436E544)✕	13.0K	QoQ 0.00% (-0) YoY NEW(+13.0K)	All Managers (Combined)	$490.5K	0.1% ($490.5K/$876.0M)	QoQ -8.52% (-$45.7K) YoY NEW(+$490.5K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	919	QoQ -41.08% (-641) YoY -95.91% (-21.6K)	All Managers (Combined)	$481.1K	0.1% ($481.1K/$876.0M)	QoQ -39.01% (-$307.8K) YoY -95.67% (-$10.6M)
(VIGcusip921908844)	2.4K	QoQ +71.09% (+989) YoY +12.52% (+265)	All Managers (Combined)	$461.7K	0.1% ($461.7K/$876.0M)	QoQ +69.49% (+$189.3K) YoY +19.54% (+$75.5K)
(SCHAcusip808524607)	19.5K	QoQ 0.00% (-0) YoY +172.55% (+12.3K)	All Managers (Combined)	$456.6K	0.1% ($456.6K/$876.0M)	QoQ -9.39% (-$47.4K) YoY +29.69% (+$104.5K)
(cusip808524508)✕	17.4K	QoQ 0.00% (-0) YoY +200.00% (-11.6K)	All Managers (Combined)	$455.9K	0.1% ($455.9K/$876.0M)	QoQ -5.44% (-$26.3K) YoY -3.47% (-$16.4K)
ORACLE CORP(ORCLcusip68389X105)	3.2K	QoQ 0.00% (-0) YoY +5.38% (+161)	All Managers (Combined)	$440.7K	0.1% ($440.7K/$876.0M)	QoQ -16.10% (-$84.6K) YoY +17.29% (+$65.0K)
(cusip464288273)✕	6.8K	QoQ -8.11% (-600) YoY -10.54% (-800)	All Managers (Combined)	$431.4K	0.0% ($431.4K/$876.0M)	QoQ -3.91% (-$17.6K) YoY -10.25% (-$49.3K)
(MUBcusip464288414)	3.9K	QoQ 0.00% (-0) YoY -12.84% (-573)	All Managers (Combined)	$409.8K	0.0% ($409.8K/$876.0M)	QoQ -1.04% (-$4.3K) YoY -14.59% (-$70.1K)
YUM BRANDS INC(YUMcusip988498101)	2.6K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$403.5K	0.0% ($403.5K/$876.0M)	QoQ +17.29% (+$59.5K) YoY +13.49% (+$48.0K)
Broadcom Inc.(AVGOcusip11135F101)	2.4K	QoQ 0.00% (-0) YoY +1042.85% (+2.2K)	All Managers (Combined)	$401.8K	0.0% ($401.8K/$876.0M)	QoQ -27.78% (-$154.6K) YoY +44.36% (+$123.5K)
IDEXX LABORATORIES INC /DE(IDXXcusip45168D104)	954	QoQ +6.47% (+58) YoY +11.18% (-96)	All Managers (Combined)	$400.6K	0.0% ($400.6K/$876.0M)	QoQ +8.14% (+$30.2K) YoY -13.51% (-$62.6K)
TRAVELERS COMPANIES, INC.(TRVcusip89417E109)	1.5K	QoQ 0.00% (+0) YoY -0.13% (-2)	All Managers (Combined)	$399.1K	0.0% ($399.1K/$876.0M)	QoQ +9.78% (+$35.6K) YoY +14.76% (-$51.3K)
(VYMcusip921946406)	3.1K	QoQ -3.09% (-98) YoY -2.50% (-79)	All Managers (Combined)	$396.3K	0.0% ($396.3K/$876.0M)	QoQ -2.04% (-$8.3K) YoY +3.91% (-$14.9K)
COPART INC(CPRTcusip217204106)	6.8K	QoQ +9.54% (+592) YoY -20.76% (-1.8K)	All Managers (Combined)	$384.4K	0.0% ($384.4K/$876.0M)	QoQ +8.02% (+$28.5K) YoY -22.58% (-$112.1K)
(cusip464287556)✕	3.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$383.7K	0.0% ($383.7K/$876.0M)	QoQ -3.25% (-$12.9K) YoY -6.79% (-$28.0K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	6.2K	QoQ 0.00% (+0) YoY -41.83% (-4.4K)	All Managers (Combined)	$380.4K	0.0% ($380.4K/$876.0M)	QoQ +4.23% (+$15.5K) YoY -28.07% (-$148.5K)