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 7 of 9

Sort by:

STERIS plc

STE|G8473T100

Shares:1.7K

Value:$375.8K

% of Portfolio:0.0% ($375.8K/$876.0M)

FACTSET RESEARCH SYSTEMS INC

FDS|303075105

Shares:819

Value:$372.4K

% of Portfolio:0.0% ($372.4K/$876.0M)

464287499

IWR|464287499

Shares:4.4K

Value:$371.2K

% of Portfolio:0.0% ($371.2K/$876.0M)

Vontier Corp

VNT|928881101

Shares:11.1K

Value:$364.5K

% of Portfolio:0.0% ($364.5K/$876.0M)

LOWES COMPANIES INC

LOW|548661107

Shares:1.5K

Value:$359.2K

% of Portfolio:0.0% ($359.2K/$876.0M)

AbbVie Inc.

ABBV|00287Y109

Shares:1.7K

Value:$352.0K

% of Portfolio:0.0% ($352.0K/$876.0M)

NOVARTIS AG

NVS|66987V109

Shares:3.1K

Value:$343.8K

% of Portfolio:0.0% ($343.8K/$876.0M)

922908736

VUG|922908736

Shares:919

Value:$340.8K

% of Portfolio:0.0% ($340.8K/$876.0M)

TERADYNE, INC

TER|880770102

Shares:4.1K

Value:$336.3K

% of Portfolio:0.0% ($336.3K/$876.0M)

81369Y886

Shares:4.2K

Value:$331.2K

% of Portfolio:0.0% ($331.2K/$876.0M)

GENERAL ELECTRIC CO

GE|369604301

Shares:1.7K

Value:$330.7K

% of Portfolio:0.0% ($330.7K/$876.0M)

ALTRIA GROUP, INC.

MO|02209S103

Shares:5.5K

Value:$327.1K

% of Portfolio:0.0% ($327.1K/$876.0M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:1.3K

Value:$325.7K

% of Portfolio:0.0% ($325.7K/$876.0M)

37954Y343

Shares:6.0K

Value:$321.1K

% of Portfolio:0.0% ($321.1K/$876.0M)

464287192

Shares:5.0K

Value:$320.1K

% of Portfolio:0.0% ($320.1K/$876.0M)

INTEL CORP

INTC|458140100

Shares:14.0K

Value:$318.2K

% of Portfolio:0.0% ($318.2K/$876.0M)

FEDEX CORP

FDX|31428X106

Shares:1.3K

Value:$310.8K

% of Portfolio:0.0% ($310.8K/$876.0M)

922908637

VV|922908637

Shares:1.2K

Value:$308.4K

% of Portfolio:0.0% ($308.4K/$876.0M)

97717W208

Shares:3.0K

Value:$297.5K

% of Portfolio:0.0% ($297.5K/$876.0M)

464288158

Shares:2.8K

Value:$291.5K

% of Portfolio:0.0% ($291.5K/$876.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
STERIS plc(STEcusipG8473T100)	1.7K	QoQ +3.94% (+63) YoY +3.94% (+63)	All Managers (Combined)	$375.8K	0.0% ($375.8K/$876.0M)	QoQ +14.61% (+$47.9K) YoY +4.79% (+$17.2K)
FACTSET RESEARCH SYSTEMS INC(FDScusip303075105)	819	QoQ -12.31% (-115) YoY -95.00% (-15.6K)	All Managers (Combined)	$372.4K	0.0% ($372.4K/$876.0M)	QoQ -16.99% (-$76.2K) YoY -95.00% (-$7.1M)
(IWRcusip464287499)	4.4K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$371.2K	0.0% ($371.2K/$876.0M)	QoQ -3.76% (-$14.5K) YoY +1.16% (+$4.3K)
Vontier Corp(VNTcusip928881101)	11.1K	QoQ -14.42% (-1.9K) YoY -43.00% (-8.4K)	All Managers (Combined)	$364.5K	0.0% ($364.5K/$876.0M)	QoQ -22.91% (-$108.4K) YoY -58.72% (-$518.5K)
LOWES COMPANIES INC(LOWcusip548661107)	1.5K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$359.2K	0.0% ($359.2K/$876.0M)	QoQ -5.49% (-$20.9K) YoY -8.44% (-$33.1K)
AbbVie Inc.(ABBVcusip00287Y109)	1.7K	QoQ -5.61% (-100) YoY +6.46% (+102)	All Managers (Combined)	$352.0K	0.0% ($352.0K/$876.0M)	QoQ +11.28% (-$35.7K) YoY +22.49% (+$64.6K)
NOVARTIS AG(NVScusip66987V109)	3.1K	QoQ 0.00% (+0) YoY -1.40% (-44)	All Managers (Combined)	$343.8K	0.0% ($343.8K/$876.0M)	QoQ +14.56% (+$43.7K) YoY +13.62% (-$41.2K)
(VUGcusip922908736)	919	QoQ 0.00% (-0) YoY -3.16% (-30)	All Managers (Combined)	$340.8K	0.0% ($340.8K/$876.0M)	QoQ -9.65% (-$36.4K) YoY +4.32% (-$14.1K)
TERADYNE, INC(TERcusip880770102)	4.1K	QoQ -5.93% (-257) YoY -90.76% (-40.0K)	All Managers (Combined)	$336.3K	0.0% ($336.3K/$876.0M)	QoQ -38.29% (-$208.8K) YoY -93.23% (-$4.6M)
(cusip81369Y886)✕	4.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$331.2K	0.0% ($331.2K/$876.0M)	QoQ +4.17% (+$13.3K) YoY +20.10% (+$55.4K)
GENERAL ELECTRIC CO(GEcusip369604301)	1.7K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$330.7K	0.0% ($330.7K/$876.0M)	QoQ +20.01% (+$55.1K) YoY +14.02% (+$40.7K)
ALTRIA GROUP, INC.(MOcusip02209S103)	5.5K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$327.1K	0.0% ($327.1K/$876.0M)	QoQ +14.78% (+$42.1K) YoY +37.59% (+$89.4K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	1.3K	QoQ +2.18% (+28) YoY +4.63% (+58)	All Managers (Combined)	$325.7K	0.0% ($325.7K/$876.0M)	QoQ +15.58% (+$43.9K) YoY +36.24% (+$86.7K)
(cusip37954Y343)✕	6.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$321.1K	0.0% ($321.1K/$876.0M)	QoQ +7.73% (+$23.0K) YoY +10.39% (+$30.2K)
(cusip464287192)✕	5.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$320.1K	0.0% ($320.1K/$876.0M)	QoQ -5.23% (-$17.7K) YoY -9.04% (-$31.9K)
INTEL CORP(INTCcusip458140100)	14.0K	QoQ -6.17% (-922) YoY -40.34% (-9.5K)	All Managers (Combined)	$318.2K	0.0% ($318.2K/$876.0M)	QoQ +6.27% (-$18.8K) YoY -69.32% (-$719.3K)
FEDEX CORP(FDXcusip31428X106)	1.3K	QoQ 0.00% (-0) YoY -2.59% (-34)	All Managers (Combined)	$310.8K	0.0% ($310.8K/$876.0M)	QoQ -13.34% (-$47.9K) YoY -18.07% (-$68.6K)
(VVcusip922908637)	1.2K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$308.4K	0.0% ($308.4K/$876.0M)	QoQ -4.69% (-$15.2K) YoY +7.20% (+$20.7K)
(cusip97717W208)✕	3.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$297.5K	0.0% ($297.5K/$876.0M)	QoQ +6.21% (+$17.4K) YoY +14.42% (+$37.5K)
(cusip464288158)✕	2.8K	QoQ 0.00% (+0) YoY -27.80% (-1.1K)	All Managers (Combined)	$291.5K	0.0% ($291.5K/$876.0M)	QoQ +0.11% (+$331) YoY -27.20% (-$108.9K)