West Coast Financial LLC
CIK 1511985 · عرض على SEC EDGAR ↗
- قيمة المحفظة
- $876.0M
- المراكز
- 162
- حتى تاريخ
- 31 مارس، 2025 البيانات اعتبارًا من Q1 2025
#2665 من 9443 حسب قيمة 13F · أعلى 28.2%
قيمة المحفظة ربع سنويًا: -3.5% لا يكشف نموذج 13F عن النقد
- وزن أكبر 10 مقتنيات
- 53,66%
- وزن أكبر 25 مقتنية
- 72,78%
- المراكز فوق 1%
- 26
- العدد الفعلي للمراكز
- 19,2
استنادًا إلى ممتلكات الأسهم الطويلة فقط في نموذج 13F (النقد والسندات والمراكز القصيرة غير مكشوفة)
دوران Q1 2025: 6,21% تقدير المشتريات $58047191 · المبيعات $55381626
- مراكز جديدة
- 4
- زيادة
- 27
- انخفض
- 78
- مغلق
- 7
على هذه الصفحة
توزيع القطاعات
Technology
10,1%
Industrials
8,5%
Health Care
7,6%
Financial Services
7,0%
Retail
4,3%
Communication Services
3,7%
Financials
2,6%
Real Estate
2,1%
Consumer Staples
2,0%
Consumer Discretionary
1,8%
Consumer products
0,7%
Packaging
0,4%
Materials
0,4%
Utilities
0,1%
Energy
0,1%
Communications
0,0%
Logistics & Transportation
0,0%
Telecommunication
0,0%
أخرى/غير معينة
48,8%
المحفظة الكاملة 162 المراكز
| النوع | فترة متتالية | اتجاه 8 أرباع | |||||
|---|---|---|---|---|---|---|---|
| IJR | $147569125 | 16,85% | 1411199 | $5676823 | صعود ×1 | ||
| SCHO | $73839580 | 8,43% | 3033672 | $14712724 | صعود ×1 | ||
| IVV | $69129397 | 7,89% | 123028 | $2473189 | صعود ×1 | ||
| SCHR | $36459630 | 4,16% | 1466598 | $1772643 | صعود ×1 | ||
| AAPL Apple Inc. - Common Stock | $35076114 | 4,00% | 157908 | $-5267311 | هبوط ×1 | ||
| MBB iShares MBS ETF | $30994130 | 3,54% | 330498 | $2575657 | صعود ×1 | ||
| MA Mastercard Incorporated Common Stock | $20971379 | 2,39% | 38261 | $254276 | هبوط ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $20753386 | 2,37% | 134205 | $-5199246 | هبوط ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $18997368 | 2,17% | 50607 | $-3121799 | هبوط ×1 | ||
| BRKB | $16253276 | 1,86% | 30518 | $2179838 | هبوط ×1 | ||
| MRSH Marsh Common Stock | $16223871 | 1,85% | 66483 | $1819227 | هبوط ×1 | ||
| WM Waste Management, Inc. Common Stock | $14127473 | 1,61% | 61023 | $1416609 | هبوط ×1 | ||
| SYK Stryker Corporation Common Stock | $12403304 | 1,42% | 33320 | $154314 | هبوط ×1 | ||
| SNA Snap-On Incorporated Common Stock | $12110026 | 1,38% | 35934 | $-219293 | هبوط ×1 | ||
| V Visa Inc. | $11767931 | 1,34% | 33579 | $1001709 | هبوط ×1 | ||
| ITW Illinois Tool Works Inc. Common Stock | $11472056 | 1,31% | 46256 | $-462000 | هبوط ×1 | ||
| ZTS Zoetis Inc. Class A Common Stock | $11228753 | 1,28% | 68198 | $-273036 | هبوط ×1 | ||
| ACN Accenture plc Class A Ordinary Shares (Ireland) | $10765719 | 1,23% | 34501 | $-1557291 | هبوط ×1 | ||
| JNJ Johnson & Johnson Common Stock | $10421948 | 1,19% | 62843 | $1264875 | هبوط ×1 | ||
| KR Kroger Company (The) Common Stock | $9847375 | 1,12% | 145478 | $741003 | هبوط ×1 | ||
| EFA | $9674462 | 1,10% | 118371 | $800192 | صعود ×1 | ||
| APH Amphenol Corporation Common Stock | $9652423 | 1,10% | 147163 | $-7433244 | هبوط ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $9439940 | 1,08% | 49616 | $-1679842 | هبوط ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $9202255 | 1,05% | 15966 | $-589303 | هبوط ×1 | ||
| AMT American Tower Corporation (REIT) Common Stock | $9164966 | 1,05% | 42118 | $1217377 | هبوط ×1 | ||
| GWW W.W. Grainger, Inc. Common Stock | $9067169 | 1,04% | 9179 | $-880680 | هبوط ×1 | ||
| PSA Public Storage Common Stock | $8672041 | 0,99% | 28975 | $-210924 | هبوط ×1 | ||
| SPGI S&P Global Inc. Common Stock | $8566559 | 0,98% | 16860 | $-124978 | هبوط ×1 | ||
| JKHY Jack Henry & Associates, Inc. - Common Stock | $8340860 | 0,95% | 45678 | $-26823 | هبوط ×1 | ||
| PEP PepsiCo, Inc. - Common Stock | $8258097 | 0,94% | 55076 | $-531539 | هبوط ×1 | ||
| LULU lululemon athletica inc. - Common Stock | $8237612 | 0,94% | 29102 | $-3234688 | هبوط ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $8036332 | 0,92% | 21928 | $-832415 | هبوط ×1 | ||
| RMD ResMed Inc. Common Stock | $7640571 | 0,87% | 34133 | $-440972 | هبوط ×1 | ||
| MANH Manhattan Associates, Inc. - Common Stock | $7084950 | 0,81% | 40944 | $-4364849 | هبوط ×1 | ||
| IEFA | $6579637 | 0,75% | 86975 | $6366849 | صعود ×1 | ||
| ADBE Adobe Inc. - Common Stock | $6565650 | 0,75% | 17119 | $-1486615 | هبوط ×1 | ||
| MMS Maximus, Inc. Common Stock | $6090698 | 0,70% | 89320 | $-664767 | هبوط ×1 | ||
| HCI HCI Group, Inc. Common Stock | $5203618 | 0,59% | 34870 | $975906 | هبوط ×1 | ||
| CRVL CorVel Corp. - Common Stock | $4984009 | 0,57% | 44512 | $-5088804 | هبوط ×1 | ||
| WSM Williams-Sonoma, Inc. Common Stock (DE) | $4937893 | 0,56% | 31233 | $-6423594 | هبوط ×1 | ||
| SEIC SEI Investments Company - Common Stock | $4817668 | 0,55% | 62059 | $-4923494 | هبوط ×1 | ||
| EHC Encompass Health Corporation Common Stock | $4801367 | 0,55% | 47407 | $314245 | هبوط ×1 | ||
| GNTX Gentex Corporation - Common Stock | $4756978 | 0,54% | 204162 | $-1340377 | هبوط ×1 | ||
| INGR Ingredion Incorporated Common Stock | $4425661 | 0,51% | 32732 | $-250606 | هبوط ×1 | ||
| ENSG The Ensign Group, Inc. - Common Stock | $4333515 | 0,49% | 33489 | $-203148 | هبوط ×1 | ||
| AAON AAON, Inc. - Common Stock | $3989091 | 0,46% | 51057 | $-5505538 | هبوط ×1 | ||
| FN Fabrinet Ordinary Shares | $3706473 | 0,42% | 18766 | $-627362 | هبوط ×1 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $3644525 | 0,42% | 40603 | $2935829 | صعود ×1 | ||
| IVE | $3296971 | 0,38% | 17300 | $160431 | صعود ×1 | ||
| ATR AptarGroup, Inc. Common Stock | $3185912 | 0,36% | 21471 | $-236802 | هبوط ×1 | ||
| VTI | $3172212 | 0,36% | 11542 | $-172785 | |||
| CRM Salesforce, Inc. Common Stock | $3144911 | 0,36% | 11719 | صعود ×1 | |||
| ECL Ecolab Inc. Common Stock | $3100043 | 0,35% | 12228 | صعود ×1 | |||
| HLI Houlihan Lokey, Inc. Class A Common Stock | $2895695 | 0,33% | 17930 | $-631687 | هبوط ×1 | ||
| QLYS Qualys, Inc. - Common Stock | $2805720 | 0,32% | 22280 | $-464631 | هبوط ×1 | ||
| IWB | $2786426 | 0,32% | 9084 | $-140075 | |||
| COST Costco Wholesale Corporation - Common Stock | $2757493 | 0,31% | 2916 | $-463353 | هبوط ×1 | ||
| COCO The Vita Coco Company, Inc. - Common Stock | $2729658 | 0,31% | 89059 | $-660193 | هبوط ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $2719499 | 0,31% | 15958 | $-695296 | هبوط ×1 | ||
| GLD | $2447749 | 0,28% | 8495 | $481896 | صعود ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $1888821 | 0,22% | 12090 | $-436261 | هبوط ×1 | ||
| LLY Eli Lilly and Company Common Stock | $1850038 | 0,21% | 2240 | $120758 | |||
| VEA | $1825712 | 0,21% | 35918 | $77269 | هبوط ×1 | ||
| IWM | $1586344 | 0,18% | 7952 | $-173602 | هبوط ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $1569412 | 0,18% | 3347 | $-144674 | هبوط ×1 | ||
| XLK XLK | $1515563 | 0,17% | 7340 | $-191134 | |||
| SBUX Starbucks Corporation - Common Stock | $1490062 | 0,17% | 15191 | $23923 | هبوط ×1 | ||
| CLX Clorox Company (The) Common Stock | $1399938 | 0,16% | 9507 | $-168166 | هبوط ×1 | ||
| ILCB | $1286609 | 0,15% | 16653 | $-186004 | هبوط ×1 | ||
| KLAC KLA Corporation - Common Stock | $1258079 | 0,14% | 1851 | $-334019 | هبوط ×1 | ||
| SCHB | $1256276 | 0,14% | 58350 | $-68269 | |||
| CMI Cummins Inc. Common Stock | $1213953 | 0,14% | 3873 | $-268643 | هبوط ×1 | ||
| KAI Kadant Inc Common Stock | $1180533 | 0,13% | 3504 | $-417806 | هبوط ×1 | ||
| TSCO Tractor Supply Company - Common Stock | $1135424 | 0,13% | 20607 | $-31716 | هبوط ×1 | ||
| IWN | $1097927 | 0,13% | 7272 | $-95917 | |||
| RSP | $1093081 | 0,12% | 6310 | $-12620 | |||
| AXP American Express Company Common Stock | $1062478 | 0,12% | 3949 | $-109546 | |||
| CHE Chemed Corp | $1038660 | 0,12% | 1688 | $-11933 | هبوط ×1 | ||
| CVCO Cavco Industries, Inc. - Common Stock | $857390 | 0,10% | 1650 | $121110 | |||
| AMGN Amgen Inc. - Common Stock | $841331 | 0,10% | 2700 | $143476 | صعود ×1 | ||
| SNPE | $815201 | 0,09% | 16165 | $-45909 | |||
| BDX Becton, Dickinson and Company Common Stock | $786821 | 0,09% | 3435 | $-79822 | هبوط ×1 | ||
| XLV XLV | $750700 | 0,09% | 5141 | $43394 | |||
| SPYX | $738908 | 0,08% | 16151 | $-38763 | |||
| IVW | $738091 | 0,08% | 7951 | $-148672 | هبوط ×1 | ||
| IWO | $737460 | 0,08% | 2886 | $-93189 | |||
| VB | $700065 | 0,08% | 3157 | $-58499 | |||
| DEO Diageo plc Common Stock | $693186 | 0,08% | 6615 | $-330211 | هبوط ×1 | ||
| AMP Ameriprise Financial, Inc. Common Stock | $682111 | 0,08% | 1409 | $-68083 | |||
| AFL AFLAC Incorporated Common Stock | $680928 | 0,08% | 6124 | $66081 | صعود ×1 | ||
| WMT Walmart Inc. - Common Stock | $675788 | 0,08% | 7698 | $-19434 | صعود ×1 | ||
| AMAT Applied Materials, Inc. - Common Stock | $648977 | 0,07% | 4472 | $17810 | صعود ×1 | ||
| DIS Walt Disney Company (The) Common Stock | $601949 | 0,07% | 6099 | $-87419 | هبوط ×1 | ||
| MUSA Murphy USA Inc. Common Stock | $600083 | 0,07% | 1277 | $-73410 | هبوط ×1 | ||
| NEE NextEra Energy, Inc. Common Stock | $593066 | 0,07% | 8366 | $-1244 | صعود ×1 | ||
| DMXF iShares ESG Advanced MSCI EAFE ETF | $580605 | 0,07% | 8622 | $23451 | |||
| PRF | $580207 | 0,07% | 14358 | $-8636 | هبوط ×1 | ||
| CL Colgate-Palmolive Company Common Stock | $571195 | 0,07% | 6096 | $66463 | صعود ×1 | ||
| PM Philip Morris International Inc Common Stock | $568253 | 0,06% | 3580 | $137400 | |||
| KMB Kimberly-Clark Corporation - Common Stock | $560062 | 0,06% | 3938 | $27778 | هبوط ×1 | ||
| لا توجد نتائج مطابقة | |||||||
أكبر الرهانات الجديدة
مراكز جديدة تم فتحها هذا الربع، الأكبر أولاً.
أكبر التحركات (ربع سنوي)
| الأمان | الإجراء | الأسهم Δ | القيمة Δ |
|---|---|---|---|
| SCHO | تم الشراء أكثر | +576K | +$14.7M |
| APH | تقليص | -99K | -$7.4M |
| WSM | تقليص | -30K | -$6.4M |
| IJR | تم الشراء أكثر | +180K | +$5.7M |
| AAON | تقليص | -30K | -$5.5M |
| AAPL | تقليص | -3K | -$5.3M |
| GOOGL | تقليص | -3K | -$5.2M |
| CRVL | تقليص | -46K | -$5.1M |
| SEIC | تقليص | -56K | -$4.9M |
| MANH | تقليص | -1K | -$4.4M |
1 مركز مخفي (فحص اكتمال البيانات)
المراكز الخارجة
يشمل الأحداث المؤسسية (الاندماجات، إلغاء الإدراج) - ليست كل عمليات الخروج مبيعات
المراكز المغلقة تعكس تغييرات إعداد تقارير 13F؛ بالنسبة لمديري المؤشرات، غالبًا ما تكون هذه ميكانيكية (إلغاء الإدراج، اندماج واستحواذ، إعادة توازن المؤشر)، وليست قرارات نشطة.
| الأمان | الربع | الأسهم قبل | القيمة قبل | السعر منذ الخروج |
|---|---|---|---|---|
| EW | 31 مارس، 2025 | 133367 | $9873159 | 26,6% |
| HAE | 31 مارس، 2025 | 47212 | $3686313 | 69,5% |
| HALO | 31 مارس، 2025 | 68127 | $3257152 | 66,6% |
| SPLV | 31 مارس، 2025 | 3182 | $222740 | لم يعد يتم تتبعه |
| MAR | 31 مارس، 2025 | 792 | $220920 | 50,2% |
| IJS | 31 مارس، 2025 | 1917 | $208205 | لم يعد يتم تتبعه |
| IYW | 31 مارس، 2025 | 1295 | $206578 | لم يعد يتم تتبعه |