West Coast Financial LLC

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0001511985

Type: FundHoldings: 162Value: $876.0MLatest: 2025Q1

West Coast Financial LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 162 holdings worth $0.9 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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 1 of 9

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464287804

IJR|464287804

Shares:1.4M

Value:$147.6M

% of Portfolio:16.8% ($147.6M/$876.0M)

808524862

Shares:3.0M

Value:$73.8M

% of Portfolio:8.4% ($73.8M/$876.0M)

464287200

IVV|464287200

Shares:123.0K

Value:$69.1M

% of Portfolio:7.9% ($69.1M/$876.0M)

808524854

Shares:1.5M

Value:$36.5M

% of Portfolio:4.2% ($36.5M/$876.0M)

Apple Inc.

AAPL|037833100

Shares:157.9K

Value:$35.1M

% of Portfolio:4.0% ($35.1M/$876.0M)

464288588

Shares:330.5K

Value:$31.0M

% of Portfolio:3.5% ($31.0M/$876.0M)

Mastercard Inc

MA|57636Q104

Shares:38.3K

Value:$21.0M

% of Portfolio:2.4% ($21.0M/$876.0M)

Alphabet Inc.

GOOGL|02079K305

Shares:134.2K

Value:$20.8M

% of Portfolio:2.4% ($20.8M/$876.0M)

MICROSOFT CORP

MSFT|594918104

Shares:50.6K

Value:$19.0M

% of Portfolio:2.2% ($19.0M/$876.0M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:30.5K

Value:$16.3M

% of Portfolio:1.9% ($16.3M/$876.0M)

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

Shares:66.5K

Value:$16.2M

% of Portfolio:1.9% ($16.2M/$876.0M)

WASTE MANAGEMENT INC

WM|94106L109

Shares:61.0K

Value:$14.1M

% of Portfolio:1.6% ($14.1M/$876.0M)

STRYKER CORP

SYK|863667101

Shares:33.3K

Value:$12.4M

% of Portfolio:1.4% ($12.4M/$876.0M)

Snap-on Inc

SNA|833034101

Shares:35.9K

Value:$12.1M

% of Portfolio:1.4% ($12.1M/$876.0M)

VISA INC.

V|92826C839

Shares:33.6K

Value:$11.8M

% of Portfolio:1.3% ($11.8M/$876.0M)

ILLINOIS TOOL WORKS INC

ITW|452308109

Shares:46.3K

Value:$11.5M

% of Portfolio:1.3% ($11.5M/$876.0M)

Zoetis Inc.

ZTS|98978V103

Shares:68.2K

Value:$11.2M

% of Portfolio:1.3% ($11.2M/$876.0M)

Accenture plc

ACN|G1151C101

Shares:34.5K

Value:$10.8M

% of Portfolio:1.2% ($10.8M/$876.0M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:62.8K

Value:$10.4M

% of Portfolio:1.2% ($10.4M/$876.0M)

KROGER CO

KR|501044101

Shares:145.5K

Value:$9.8M

% of Portfolio:1.1% ($9.8M/$876.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IJRcusip464287804)	1.4M	QoQ +14.59% (+179.7K) YoY +16.88% (+203.9K)	All Managers (Combined)	$147.6M	16.8% ($147.6M/$876.0M)	QoQ +4.00% (+$5.7M) YoY +10.59% (+$14.1M)
(cusip808524862)✕	3.0M	QoQ +23.44% (+576.2K) YoY +375.63% (+2.4M)	All Managers (Combined)	$73.8M	8.4% ($73.8M/$876.0M)	QoQ +24.88% (+$14.7M) YoY +140.13% (+$43.1M)
(IVVcusip464287200)	123.0K	QoQ +8.65% (+9.8K) YoY +11.15% (+12.3K)	All Managers (Combined)	$69.1M	7.9% ($69.1M/$876.0M)	QoQ +3.71% (+$2.5M) YoY +18.80% (+$10.9M)
(cusip808524854)✕	1.5M	QoQ +2.70% (+38.6K) YoY +189.71% (+960.4K)	All Managers (Combined)	$36.5M	4.2% ($36.5M/$876.0M)	QoQ +5.11% (+$1.8M) YoY +46.83% (+$11.6M)
Apple Inc.(AAPLcusip037833100)	157.9K	QoQ -1.98% (-3.2K) YoY -2.11% (-3.4K)	All Managers (Combined)	$35.1M	4.0% ($35.1M/$876.0M)	QoQ -13.05% (-$5.3M) YoY +26.80% (-$7.4M)
(cusip464288588)✕	330.5K	QoQ +6.62% (+20.5K) YoY +40.17% (+94.7K)	All Managers (Combined)	$31.0M	3.5% ($31.0M/$876.0M)	QoQ +9.06% (+$2.6M) YoY +42.24% (+$9.2M)
Mastercard Inc(MAcusip57636Q104)	38.3K	QoQ -2.75% (-1.1K) YoY -1.66% (-649)	All Managers (Combined)	$21.0M	2.4% ($21.0M/$876.0M)	QoQ +1.22% (-$254.3K) YoY +11.91% (-$2.2M)
Alphabet Inc.(GOOGLcusip02079K305)	134.2K	QoQ -2.11% (-2.9K) YoY +0.07% (+104)	All Managers (Combined)	$20.8M	2.4% ($20.8M/$876.0M)	QoQ -20.03% (-$5.2M) YoY +2.53% (+$513.5K)
MICROSOFT CORP(MSFTcusip594918104)	50.6K	QoQ -3.56% (-1.9K) YoY -2.90% (-1.5K)	All Managers (Combined)	$19.0M	2.2% ($19.0M/$876.0M)	QoQ -14.11% (-$3.1M) YoY -13.36% (-$2.9M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	30.5K	QoQ -1.70% (-530) YoY -1.51% (-471)	All Managers (Combined)	$16.3M	1.9% ($16.3M/$876.0M)	QoQ +15.48% (-$2.2M) YoY +24.72% (-$3.2M)
MARSH & MCLENNAN COMPANIES, INC.(MMCcusip571748102)	66.5K	QoQ -1.96% (-1.3K) YoY +1.45% (+951)	All Managers (Combined)	$16.2M	1.9% ($16.2M/$876.0M)	QoQ +12.62% (-$1.8M) YoY +20.19% (+$2.7M)
WASTE MANAGEMENT INC(WMcusip94106L109)	61.0K	QoQ -3.12% (-2.0K) YoY -3.84% (-2.4K)	All Managers (Combined)	$14.1M	1.6% ($14.1M/$876.0M)	QoQ +11.14% (-$1.4M) YoY +4.44% (-$600.6K)
STRYKER CORP(SYKcusip863667101)	33.3K	QoQ -2.05% (-700) YoY NEW(+33.3K)	All Managers (Combined)	$12.4M	1.4% ($12.4M/$876.0M)	QoQ +1.25% (-$154.3K) YoY NEW(+$12.4M)
Snap-on Inc(SNAcusip833034101)	35.9K	QoQ -1.05% (-384) YoY +1.75% (+619)	All Managers (Combined)	$12.1M	1.4% ($12.1M/$876.0M)	QoQ -1.77% (-$219.3K) YoY +15.76% (+$1.6M)
VISA INC.(Vcusip92826C839)	33.6K	QoQ -1.42% (-487) YoY +1.75% (+579)	All Managers (Combined)	$11.8M	1.3% ($11.8M/$876.0M)	QoQ +9.30% (-$1.0M) YoY +27.77% (+$2.6M)
ILLINOIS TOOL WORKS INC(ITWcusip452308109)	46.3K	QoQ -1.72% (-810) YoY +1.15% (-527)	All Managers (Combined)	$11.5M	1.3% ($11.5M/$876.0M)	QoQ -3.87% (-$462.0K) YoY -6.50% (-$798.5K)
Zoetis Inc.(ZTScusip98978V103)	68.2K	QoQ -3.39% (-2.4K) YoY +1.80% (-1.2K)	All Managers (Combined)	$11.2M	1.3% ($11.2M/$876.0M)	QoQ -2.37% (-$273.0K) YoY -0.93% (-$106.3K)
Accenture plc(ACNcusipG1151C101)	34.5K	QoQ -1.50% (-528) YoY +1.72% (-584)	All Managers (Combined)	$10.8M	1.2% ($10.8M/$876.0M)	QoQ -12.63% (-$1.6M) YoY -8.42% (-$990.2K)
JOHNSON & JOHNSON(JNJcusip478160104)	62.8K	QoQ -0.75% (-475) YoY +727.86% (+55.3K)	All Managers (Combined)	$10.4M	1.2% ($10.4M/$876.0M)	QoQ +13.81% (-$1.3M) YoY +767.95% (+$9.2M)
KROGER CO(KRcusip501044101)	145.5K	QoQ -2.31% (-3.4K) YoY -2.48% (-3.7K)	All Managers (Combined)	$9.8M	1.1% ($9.8M/$876.0M)	QoQ +8.13% (-$741.0K) YoY +15.54% (-$1.3M)