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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464287168

DVY|464287168

Shares:2.2K

Value:$289.0K

% of Portfolio:0.0% ($289.0K/$876.0M)

922908363

VOO|922908363

Shares:562

Value:$288.8K

% of Portfolio:0.0% ($288.8K/$876.0M)

BlackRock, Inc.

BLK|09290D101

Shares:297

Value:$281.1K

% of Portfolio:0.0% ($281.1K/$876.0M)

MCDONALDS CORP

MCD|580135101

Shares:896

Value:$279.9K

% of Portfolio:0.0% ($279.9K/$876.0M)

AVALONBAY COMMUNITIES INC

AVB|053484101

Shares:1.3K

Value:$278.4K

% of Portfolio:0.0% ($278.4K/$876.0M)

UNION PACIFIC CORP

UNP|907818108

Shares:1.1K

Value:$268.1K

% of Portfolio:0.0% ($268.1K/$876.0M)

464287887

IJT|464287887

Shares:2.2K

Value:$267.9K

% of Portfolio:0.0% ($267.9K/$876.0M)

464288885

EFG|464288885

Shares:2.7K

Value:$266.7K

% of Portfolio:0.0% ($266.7K/$876.0M)

INTUIT INC.

INTU|461202103

Shares:429

Value:$263.4K

% of Portfolio:0.0% ($263.4K/$876.0M)

Mondelez International, Inc.

MDLZ|609207105

Shares:3.9K

Value:$262.6K

% of Portfolio:0.0% ($262.6K/$876.0M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:4.1K

Value:$252.7K

% of Portfolio:0.0% ($252.7K/$876.0M)

SCHWAB CHARLES CORP

SCHW|808513105

Shares:3.1K

Value:$246.5K

% of Portfolio:0.0% ($246.5K/$876.0M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:967

Value:$237.2K

% of Portfolio:0.0% ($237.2K/$876.0M)

ROYAL BANK OF CANADA

RY|780087102

Shares:2.1K

Value:$236.1K

% of Portfolio:0.0% ($236.1K/$876.0M)

74348A467

Shares:2.3K

Value:$235.6K

% of Portfolio:0.0% ($235.6K/$876.0M)

EMERSON ELECTRIC CO

EMR|291011104

Shares:2.1K

Value:$235.5K

% of Portfolio:0.0% ($235.5K/$876.0M)

33939L746

Shares:3.4K

Value:$216.9K

% of Portfolio:0.0% ($216.9K/$876.0M)

NIKE, Inc.

NKE|654106103

Shares:3.4K

Value:$215.9K

% of Portfolio:0.0% ($215.9K/$876.0M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:4.6K

Value:$208.7K

% of Portfolio:0.0% ($208.7K/$876.0M)

CHEVRON CORP

CVX|166764100

Shares:1.2K

Value:$205.1K

% of Portfolio:0.0% ($205.1K/$876.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(DVYcusip464287168)	2.2K	QoQ -2.04% (-45) YoY -12.37% (-304)	All Managers (Combined)	$289.0K	0.0% ($289.0K/$876.0M)	QoQ +0.18% (-$548) YoY -4.47% (-$13.5K)
(VOOcusip922908363)	562	QoQ 0.00% (-0) YoY +19.82% (+93)	All Managers (Combined)	$288.8K	0.0% ($288.8K/$876.0M)	QoQ -4.62% (-$14.0K) YoY +28.10% (+$63.4K)
BlackRock, Inc.(BLKcusip09290D101)	297	QoQ 0.00% (-0) YoY NEW(+297)	All Managers (Combined)	$281.1K	0.0% ($281.1K/$876.0M)	QoQ -7.67% (-$23.4K) YoY NEW(+$281.1K)
MCDONALDS CORP(MCDcusip580135101)	896	QoQ -0.55% (-5) YoY -7.43% (-72)	All Managers (Combined)	$279.9K	0.0% ($279.9K/$876.0M)	QoQ +7.15% (-$18.7K) YoY +2.54% (-$7.0K)
AVALONBAY COMMUNITIES INC(AVBcusip053484101)	1.3K	QoQ -2.55% (-34) YoY -25.11% (-435)	All Managers (Combined)	$278.4K	0.0% ($278.4K/$876.0M)	QoQ -4.92% (-$14.4K) YoY -13.38% (-$43.0K)
UNION PACIFIC CORP(UNPcusip907818108)	1.1K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$268.1K	0.0% ($268.1K/$876.0M)	QoQ +3.59% (+$9.3K) YoY -3.94% (-$11.0K)
(IJTcusip464287887)	2.2K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$267.9K	0.0% ($267.9K/$876.0M)	QoQ -8.02% (-$23.4K) YoY -4.76% (-$13.4K)
(EFGcusip464288885)	2.7K	QoQ 0.00% (+0) YoY +30.09% (+617)	All Managers (Combined)	$266.7K	0.0% ($266.7K/$876.0M)	QoQ +3.27% (+$8.5K) YoY +25.34% (+$53.9K)
INTUIT INC.(INTUcusip461202103)	429	QoQ +0.23% (-1) YoY +0.46% (-2)	All Managers (Combined)	$263.4K	0.0% ($263.4K/$876.0M)	QoQ -2.16% (-$5.8K) YoY -5.03% (-$14.0K)
Mondelez International, Inc.(MDLZcusip609207105)	3.9K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$262.6K	0.0% ($262.6K/$876.0M)	QoQ +13.59% (+$31.4K) YoY -3.07% (-$8.3K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	4.1K	QoQ +0.87% (+36) YoY +4.04% (+161)	All Managers (Combined)	$252.7K	0.0% ($252.7K/$876.0M)	QoQ +8.77% (+$20.4K) YoY +17.01% (+$36.8K)
SCHWAB CHARLES CORP(SCHWcusip808513105)	3.1K	QoQ +3.27% (+100) YoY -4.16% (-137)	All Managers (Combined)	$246.5K	0.0% ($246.5K/$876.0M)	QoQ +9.23% (+$20.8K) YoY +3.69% (-$8.8K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	967	QoQ 0.00% (+0) YoY NEW(+967)	All Managers (Combined)	$237.2K	0.0% ($237.2K/$876.0M)	QoQ +2.33% (+$5.4K) YoY NEW(+$237.2K)
ROYAL BANK OF CANADA(RYcusip780087102)	2.1K	QoQ 0.00% (-0) YoY -4.90% (-108)	All Managers (Combined)	$236.1K	0.0% ($236.1K/$876.0M)	QoQ -6.46% (-$16.3K) YoY +6.25% (-$13.9K)
(cusip74348A467)✕	2.3K	QoQ -11.44% (-298) YoY -17.76% (-498)	All Managers (Combined)	$235.6K	0.0% ($235.6K/$876.0M)	QoQ -9.10% (-$23.6K) YoY -17.13% (-$48.7K)
EMERSON ELECTRIC CO(EMRcusip291011104)	2.1K	QoQ +2.52% (-53) YoY +7.66% (+153)	All Managers (Combined)	$235.5K	0.0% ($235.5K/$876.0M)	QoQ -9.29% (-$24.1K) YoY +4.08% (+$9.2K)
(cusip33939L746)✕	3.4K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$216.9K	0.0% ($216.9K/$876.0M)	QoQ -3.90% (-$8.8K) YoY +8.35% (+$16.7K)
NIKE, Inc.(NKEcusip654106103)	3.4K	QoQ +2.74% (-91) YoY -14.26% (-566)	All Managers (Combined)	$215.9K	0.0% ($215.9K/$876.0M)	QoQ -13.80% (-$34.6K) YoY -42.09% (-$156.9K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	4.6K	QoQ NEW(+4.6K) YoY -14.96% (-810)	All Managers (Combined)	$208.7K	0.0% ($208.7K/$876.0M)	QoQ NEW(+$208.7K) YoY -8.07% (-$18.3K)
CHEVRON CORP(CVXcusip166764100)	1.2K	QoQ NEW(+1.2K) YoY -49.52% (-1.2K)	All Managers (Combined)	$205.1K	0.0% ($205.1K/$876.0M)	QoQ NEW(+$205.1K) YoY -46.46% (-$178.0K)