West Coast Financial LLC
CIK 1511985 · View on SEC EDGAR ↗
- Portfolio value
- $876.0M
- Positions
- 162
- As of
- March 31, 2025 Data as of Q1 2025
#2,665 of 9,443 by 13F value · top 28.2%
Portfolio value QoQ: -3.5% 13F does not disclose cash
- Top 10 holdings weight
- 53.66%
- Top 25 holdings weight
- 72.78%
- Positions above 1%
- 26
- Effective number of positions
- 19.2
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q1 2025: 6.21% Est. buys $58,047,191 · sells $55,381,626
- New positions
- 4
- Increased
- 27
- Decreased
- 78
- Closed
- 7
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
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%
Other/Unmapped
48.8%
Full portfolio 162 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| IJR | $147,569,125 | 16.85% | 1,411,199 | $5,676,823 | Up ×1 | ||
| SCHO | $73,839,580 | 8.43% | 3,033,672 | $14,712,724 | Up ×1 | ||
| IVV | $69,129,397 | 7.89% | 123,028 | $2,473,189 | Up ×1 | ||
| SCHR | $36,459,630 | 4.16% | 1,466,598 | $1,772,643 | Up ×1 | ||
| AAPL Apple Inc. - Common Stock | $35,076,114 | 4.00% | 157,908 | $-5,267,311 | Down ×1 | ||
| MBB iShares MBS ETF | $30,994,130 | 3.54% | 330,498 | $2,575,657 | Up ×1 | ||
| MA Mastercard Incorporated Common Stock | $20,971,379 | 2.39% | 38,261 | $254,276 | Down ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $20,753,386 | 2.37% | 134,205 | $-5,199,246 | Down ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $18,997,368 | 2.17% | 50,607 | $-3,121,799 | Down ×1 | ||
| BRKB | $16,253,276 | 1.86% | 30,518 | $2,179,838 | Down ×1 | ||
| MRSH Marsh Common Stock | $16,223,871 | 1.85% | 66,483 | $1,819,227 | Down ×1 | ||
| WM Waste Management, Inc. Common Stock | $14,127,473 | 1.61% | 61,023 | $1,416,609 | Down ×1 | ||
| SYK Stryker Corporation Common Stock | $12,403,304 | 1.42% | 33,320 | $154,314 | Down ×1 | ||
| SNA Snap-On Incorporated Common Stock | $12,110,026 | 1.38% | 35,934 | $-219,293 | Down ×1 | ||
| V Visa Inc. | $11,767,931 | 1.34% | 33,579 | $1,001,709 | Down ×1 | ||
| ITW Illinois Tool Works Inc. Common Stock | $11,472,056 | 1.31% | 46,256 | $-462,000 | Down ×1 | ||
| ZTS Zoetis Inc. Class A Common Stock | $11,228,753 | 1.28% | 68,198 | $-273,036 | Down ×1 | ||
| ACN Accenture plc Class A Ordinary Shares (Ireland) | $10,765,719 | 1.23% | 34,501 | $-1,557,291 | Down ×1 | ||
| JNJ Johnson & Johnson Common Stock | $10,421,948 | 1.19% | 62,843 | $1,264,875 | Down ×1 | ||
| KR Kroger Company (The) Common Stock | $9,847,375 | 1.12% | 145,478 | $741,003 | Down ×1 | ||
| EFA | $9,674,462 | 1.10% | 118,371 | $800,192 | Up ×1 | ||
| APH Amphenol Corporation Common Stock | $9,652,423 | 1.10% | 147,163 | $-7,433,244 | Down ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $9,439,940 | 1.08% | 49,616 | $-1,679,842 | Down ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $9,202,255 | 1.05% | 15,966 | $-589,303 | Down ×1 | ||
| AMT American Tower Corporation (REIT) Common Stock | $9,164,966 | 1.05% | 42,118 | $1,217,377 | Down ×1 | ||
| GWW W.W. Grainger, Inc. Common Stock | $9,067,169 | 1.04% | 9,179 | $-880,680 | Down ×1 | ||
| PSA Public Storage Common Stock | $8,672,041 | 0.99% | 28,975 | $-210,924 | Down ×1 | ||
| SPGI S&P Global Inc. Common Stock | $8,566,559 | 0.98% | 16,860 | $-124,978 | Down ×1 | ||
| JKHY Jack Henry & Associates, Inc. - Common Stock | $8,340,860 | 0.95% | 45,678 | $-26,823 | Down ×1 | ||
| PEP PepsiCo, Inc. - Common Stock | $8,258,097 | 0.94% | 55,076 | $-531,539 | Down ×1 | ||
| LULU lululemon athletica inc. - Common Stock | $8,237,612 | 0.94% | 29,102 | $-3,234,688 | Down ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $8,036,332 | 0.92% | 21,928 | $-832,415 | Down ×1 | ||
| RMD ResMed Inc. Common Stock | $7,640,571 | 0.87% | 34,133 | $-440,972 | Down ×1 | ||
| MANH Manhattan Associates, Inc. - Common Stock | $7,084,950 | 0.81% | 40,944 | $-4,364,849 | Down ×1 | ||
| IEFA | $6,579,637 | 0.75% | 86,975 | $6,366,849 | Up ×1 | ||
| ADBE Adobe Inc. - Common Stock | $6,565,650 | 0.75% | 17,119 | $-1,486,615 | Down ×1 | ||
| MMS Maximus, Inc. Common Stock | $6,090,698 | 0.70% | 89,320 | $-664,767 | Down ×1 | ||
| HCI HCI Group, Inc. Common Stock | $5,203,618 | 0.59% | 34,870 | $975,906 | Down ×1 | ||
| CRVL CorVel Corp. - Common Stock | $4,984,009 | 0.57% | 44,512 | $-5,088,804 | Down ×1 | ||
| WSM Williams-Sonoma, Inc. Common Stock (DE) | $4,937,893 | 0.56% | 31,233 | $-6,423,594 | Down ×1 | ||
| SEIC SEI Investments Company - Common Stock | $4,817,668 | 0.55% | 62,059 | $-4,923,494 | Down ×1 | ||
| EHC Encompass Health Corporation Common Stock | $4,801,367 | 0.55% | 47,407 | $314,245 | Down ×1 | ||
| GNTX Gentex Corporation - Common Stock | $4,756,978 | 0.54% | 204,162 | $-1,340,377 | Down ×1 | ||
| INGR Ingredion Incorporated Common Stock | $4,425,661 | 0.51% | 32,732 | $-250,606 | Down ×1 | ||
| ENSG The Ensign Group, Inc. - Common Stock | $4,333,515 | 0.49% | 33,489 | $-203,148 | Down ×1 | ||
| AAON AAON, Inc. - Common Stock | $3,989,091 | 0.46% | 51,057 | $-5,505,538 | Down ×1 | ||
| FN Fabrinet Ordinary Shares | $3,706,473 | 0.42% | 18,766 | $-627,362 | Down ×1 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $3,644,525 | 0.42% | 40,603 | $2,935,829 | Up ×1 | ||
| IVE | $3,296,971 | 0.38% | 17,300 | $160,431 | Up ×1 | ||
| ATR AptarGroup, Inc. Common Stock | $3,185,912 | 0.36% | 21,471 | $-236,802 | Down ×1 | ||
| VTI | $3,172,212 | 0.36% | 11,542 | $-172,785 | |||
| CRM Salesforce, Inc. Common Stock | $3,144,911 | 0.36% | 11,719 | Up ×1 | |||
| ECL Ecolab Inc. Common Stock | $3,100,043 | 0.35% | 12,228 | Up ×1 | |||
| HLI Houlihan Lokey, Inc. Class A Common Stock | $2,895,695 | 0.33% | 17,930 | $-631,687 | Down ×1 | ||
| QLYS Qualys, Inc. - Common Stock | $2,805,720 | 0.32% | 22,280 | $-464,631 | Down ×1 | ||
| IWB | $2,786,426 | 0.32% | 9,084 | $-140,075 | |||
| COST Costco Wholesale Corporation - Common Stock | $2,757,493 | 0.31% | 2,916 | $-463,353 | Down ×1 | ||
| COCO The Vita Coco Company, Inc. - Common Stock | $2,729,658 | 0.31% | 89,059 | $-660,193 | Down ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $2,719,499 | 0.31% | 15,958 | $-695,296 | Down ×1 | ||
| GLD | $2,447,749 | 0.28% | 8,495 | $481,896 | Up ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $1,888,821 | 0.22% | 12,090 | $-436,261 | Down ×1 | ||
| LLY Eli Lilly and Company Common Stock | $1,850,038 | 0.21% | 2,240 | $120,758 | |||
| VEA | $1,825,712 | 0.21% | 35,918 | $77,269 | Down ×1 | ||
| IWM | $1,586,344 | 0.18% | 7,952 | $-173,602 | Down ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $1,569,412 | 0.18% | 3,347 | $-144,674 | Down ×1 | ||
| XLK XLK | $1,515,563 | 0.17% | 7,340 | $-191,134 | |||
| SBUX Starbucks Corporation - Common Stock | $1,490,062 | 0.17% | 15,191 | $23,923 | Down ×1 | ||
| CLX Clorox Company (The) Common Stock | $1,399,938 | 0.16% | 9,507 | $-168,166 | Down ×1 | ||
| ILCB | $1,286,609 | 0.15% | 16,653 | $-186,004 | Down ×1 | ||
| KLAC KLA Corporation - Common Stock | $1,258,079 | 0.14% | 1,851 | $-334,019 | Down ×1 | ||
| SCHB | $1,256,276 | 0.14% | 58,350 | $-68,269 | |||
| CMI Cummins Inc. Common Stock | $1,213,953 | 0.14% | 3,873 | $-268,643 | Down ×1 | ||
| KAI Kadant Inc Common Stock | $1,180,533 | 0.13% | 3,504 | $-417,806 | Down ×1 | ||
| TSCO Tractor Supply Company - Common Stock | $1,135,424 | 0.13% | 20,607 | $-31,716 | Down ×1 | ||
| IWN | $1,097,927 | 0.13% | 7,272 | $-95,917 | |||
| RSP | $1,093,081 | 0.12% | 6,310 | $-12,620 | |||
| AXP American Express Company Common Stock | $1,062,478 | 0.12% | 3,949 | $-109,546 | |||
| CHE Chemed Corp | $1,038,660 | 0.12% | 1,688 | $-11,933 | Down ×1 | ||
| CVCO Cavco Industries, Inc. - Common Stock | $857,390 | 0.10% | 1,650 | $121,110 | |||
| AMGN Amgen Inc. - Common Stock | $841,331 | 0.10% | 2,700 | $143,476 | Up ×1 | ||
| SNPE | $815,201 | 0.09% | 16,165 | $-45,909 | |||
| BDX Becton, Dickinson and Company Common Stock | $786,821 | 0.09% | 3,435 | $-79,822 | Down ×1 | ||
| XLV XLV | $750,700 | 0.09% | 5,141 | $43,394 | |||
| SPYX | $738,908 | 0.08% | 16,151 | $-38,763 | |||
| IVW | $738,091 | 0.08% | 7,951 | $-148,672 | Down ×1 | ||
| IWO | $737,460 | 0.08% | 2,886 | $-93,189 | |||
| VB | $700,065 | 0.08% | 3,157 | $-58,499 | |||
| DEO Diageo plc Common Stock | $693,186 | 0.08% | 6,615 | $-330,211 | Down ×1 | ||
| AMP Ameriprise Financial, Inc. Common Stock | $682,111 | 0.08% | 1,409 | $-68,083 | |||
| AFL AFLAC Incorporated Common Stock | $680,928 | 0.08% | 6,124 | $66,081 | Up ×1 | ||
| WMT Walmart Inc. - Common Stock | $675,788 | 0.08% | 7,698 | $-19,434 | Up ×1 | ||
| AMAT Applied Materials, Inc. - Common Stock | $648,977 | 0.07% | 4,472 | $17,810 | Up ×1 | ||
| DIS Walt Disney Company (The) Common Stock | $601,949 | 0.07% | 6,099 | $-87,419 | Down ×1 | ||
| MUSA Murphy USA Inc. Common Stock | $600,083 | 0.07% | 1,277 | $-73,410 | Down ×1 | ||
| NEE NextEra Energy, Inc. Common Stock | $593,066 | 0.07% | 8,366 | $-1,244 | Up ×1 | ||
| DMXF iShares ESG Advanced MSCI EAFE ETF | $580,605 | 0.07% | 8,622 | $23,451 | |||
| PRF | $580,207 | 0.07% | 14,358 | $-8,636 | Down ×1 | ||
| CL Colgate-Palmolive Company Common Stock | $571,195 | 0.07% | 6,096 | $66,463 | Up ×1 | ||
| PM Philip Morris International Inc Common Stock | $568,253 | 0.06% | 3,580 | $137,400 | |||
| KMB Kimberly-Clark Corporation - Common Stock | $560,062 | 0.06% | 3,938 | $27,778 | Down ×1 | ||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| SCHO | Bought more | +576K | +$14.7M |
| APH | Trimmed | -99K | -$7.4M |
| WSM | Trimmed | -30K | -$6.4M |
| IJR | Bought more | +180K | +$5.7M |
| AAON | Trimmed | -30K | -$5.5M |
| AAPL | Trimmed | -3K | -$5.3M |
| GOOGL | Trimmed | -3K | -$5.2M |
| CRVL | Trimmed | -46K | -$5.1M |
| SEIC | Trimmed | -56K | -$4.9M |
| MANH | Trimmed | -1K | -$4.4M |
1 position hidden (data completeness check)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| EW | March 31, 2025 | 133,367 | $9,873,159 | 23.3% |
| HAE | March 31, 2025 | 47,212 | $3,686,313 | 68.8% |
| HALO | March 31, 2025 | 68,127 | $3,257,152 | 67.9% |
| SPLV | March 31, 2025 | 3,182 | $222,740 | No longer tracked |
| MAR | March 31, 2025 | 792 | $220,920 | 49.9% |
| IJS | March 31, 2025 | 1,917 | $208,205 | No longer tracked |
| IYW | March 31, 2025 | 1,295 | $206,578 | No longer tracked |