West Coast Financial LLC

CIK 1511985 · 在 SEC EDGAR 上查看 ↗

投资组合价值
$876.0M
按 13F 价值排名第 2665（共 9443） · 前 28.2%
持仓
162
截至
2025年3月31日 数据截至 Q1 2025

投资组合价值同比（季度）：-3.5% 13F不披露现金

前十大持仓权重
53.66%
前二十五大持仓权重
72.78%
持仓高于 1%
26
有效持仓数量
19.2

仅基于13F多头股票持仓（现金、债券、空头未披露）

周转率 Q1 2025: 6.21% 估计买入 $58047191 · 卖出 $55381626

新仓位
4
增加
27
减少
78
已结清
7
本页内容

行业细分

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%
其他/未映射
48.8%

完整投资组合 162 持仓

类型 连胜 8个季度趋势
IJR $147569125 16.85% 1411199 $5676823 上涨 ×1
SCHO $73839580 8.43% 3033672 $14712724 上涨 ×1
IVV $69129397 7.89% 123028 $2473189 上涨 ×1
SCHR $36459630 4.16% 1466598 $1772643 上涨 ×1
AAPL Apple Inc. - Common Stock $35076114 4.00% 157908 $-5267311 下跌 ×1
MBB iShares MBS ETF $30994130 3.54% 330498 $2575657 上涨 ×1
MA Mastercard Incorporated Common Stock $20971379 2.39% 38261 $254276 下跌 ×1
GOOGL Alphabet Inc. - Class A Common Stock $20753386 2.37% 134205 $-5199246 下跌 ×1
MSFT Microsoft Corporation - Common Stock $18997368 2.17% 50607 $-3121799 下跌 ×1
BRKB $16253276 1.86% 30518 $2179838 下跌 ×1
MRSH Marsh Common Stock $16223871 1.85% 66483 $1819227 下跌 ×1
WM Waste Management, Inc. Common Stock $14127473 1.61% 61023 $1416609 下跌 ×1
SYK Stryker Corporation Common Stock $12403304 1.42% 33320 $154314 下跌 ×1
SNA Snap-On Incorporated Common Stock $12110026 1.38% 35934 $-219293 下跌 ×1
V Visa Inc. $11767931 1.34% 33579 $1001709 下跌 ×1
ITW Illinois Tool Works Inc. Common Stock $11472056 1.31% 46256 $-462000 下跌 ×1
ZTS Zoetis Inc. Class A Common Stock $11228753 1.28% 68198 $-273036 下跌 ×1
ACN Accenture plc Class A Ordinary Shares (Ireland) $10765719 1.23% 34501 $-1557291 下跌 ×1
JNJ Johnson & Johnson Common Stock $10421948 1.19% 62843 $1264875 下跌 ×1
KR Kroger Company (The) Common Stock $9847375 1.12% 145478 $741003 下跌 ×1
EFA $9674462 1.10% 118371 $800192 上涨 ×1
APH Amphenol Corporation Common Stock $9652423 1.10% 147163 $-7433244 下跌 ×1
AMZN Amazon.com, Inc. - Common Stock $9439940 1.08% 49616 $-1679842 下跌 ×1
META Meta Platforms, Inc. - Class A Common Stock $9202255 1.05% 15966 $-589303 下跌 ×1
AMT American Tower Corporation (REIT) Common Stock $9164966 1.05% 42118 $1217377 下跌 ×1
GWW W.W. Grainger, Inc. Common Stock $9067169 1.04% 9179 $-880680 下跌 ×1
PSA Public Storage Common Stock $8672041 0.99% 28975 $-210924 下跌 ×1
SPGI S&P Global Inc. Common Stock $8566559 0.98% 16860 $-124978 下跌 ×1
JKHY Jack Henry & Associates, Inc. - Common Stock $8340860 0.95% 45678 $-26823 下跌 ×1
PEP PepsiCo, Inc. - Common Stock $8258097 0.94% 55076 $-531539 下跌 ×1
LULU lululemon athletica inc. - Common Stock $8237612 0.94% 29102 $-3234688 下跌 ×1
HD Home Depot, Inc. (The) Common Stock $8036332 0.92% 21928 $-832415 下跌 ×1
RMD ResMed Inc. Common Stock $7640571 0.87% 34133 $-440972 下跌 ×1
MANH Manhattan Associates, Inc. - Common Stock $7084950 0.81% 40944 $-4364849 下跌 ×1
IEFA $6579637 0.75% 86975 $6366849 上涨 ×1
ADBE Adobe Inc. - Common Stock $6565650 0.75% 17119 $-1486615 下跌 ×1
MMS Maximus, Inc. Common Stock $6090698 0.70% 89320 $-664767 下跌 ×1
HCI HCI Group, Inc. Common Stock $5203618 0.59% 34870 $975906 下跌 ×1
CRVL CorVel Corp. - Common Stock $4984009 0.57% 44512 $-5088804 下跌 ×1
WSM Williams-Sonoma, Inc. Common Stock (DE) $4937893 0.56% 31233 $-6423594 下跌 ×1
SEIC SEI Investments Company - Common Stock $4817668 0.55% 62059 $-4923494 下跌 ×1
EHC Encompass Health Corporation Common Stock $4801367 0.55% 47407 $314245 下跌 ×1
GNTX Gentex Corporation - Common Stock $4756978 0.54% 204162 $-1340377 下跌 ×1
INGR Ingredion Incorporated Common Stock $4425661 0.51% 32732 $-250606 下跌 ×1
ENSG The Ensign Group, Inc. - Common Stock $4333515 0.49% 33489 $-203148 下跌 ×1
AAON AAON, Inc. - Common Stock $3989091 0.46% 51057 $-5505538 下跌 ×1
FN Fabrinet Ordinary Shares $3706473 0.42% 18766 $-627362 下跌 ×1
MRK Merck & Company, Inc. Common Stock (new) $3644525 0.42% 40603 $2935829 上涨 ×1
IVE $3296971 0.38% 17300 $160431 上涨 ×1
ATR AptarGroup, Inc. Common Stock $3185912 0.36% 21471 $-236802 下跌 ×1
VTI $3172212 0.36% 11542 $-172785
CRM Salesforce, Inc. Common Stock $3144911 0.36% 11719 上涨 ×1
ECL Ecolab Inc. Common Stock $3100043 0.35% 12228 上涨 ×1
HLI Houlihan Lokey, Inc. Class A Common Stock $2895695 0.33% 17930 $-631687 下跌 ×1
QLYS Qualys, Inc. - Common Stock $2805720 0.32% 22280 $-464631 下跌 ×1
IWB $2786426 0.32% 9084 $-140075
COST Costco Wholesale Corporation - Common Stock $2757493 0.31% 2916 $-463353 下跌 ×1
COCO The Vita Coco Company, Inc. - Common Stock $2729658 0.31% 89059 $-660193 下跌 ×1
PG Procter & Gamble Company (The) Common Stock $2719499 0.31% 15958 $-695296 下跌 ×1
GLD $2447749 0.28% 8495 $481896 上涨 ×1
GOOG Alphabet Inc. - Class C Capital Stock $1888821 0.22% 12090 $-436261 下跌 ×1
LLY Eli Lilly and Company Common Stock $1850038 0.21% 2240 $120758
VEA $1825712 0.21% 35918 $77269 下跌 ×1
IWM $1586344 0.18% 7952 $-173602 下跌 ×1
QQQ Invesco QQQ Trust, Series 1 $1569412 0.18% 3347 $-144674 下跌 ×1
XLK XLK $1515563 0.17% 7340 $-191134
SBUX Starbucks Corporation - Common Stock $1490062 0.17% 15191 $23923 下跌 ×1
CLX Clorox Company (The) Common Stock $1399938 0.16% 9507 $-168166 下跌 ×1
ILCB $1286609 0.15% 16653 $-186004 下跌 ×1
KLAC KLA Corporation - Common Stock $1258079 0.14% 1851 $-334019 下跌 ×1
SCHB $1256276 0.14% 58350 $-68269
CMI Cummins Inc. Common Stock $1213953 0.14% 3873 $-268643 下跌 ×1
KAI Kadant Inc Common Stock $1180533 0.13% 3504 $-417806 下跌 ×1
TSCO Tractor Supply Company - Common Stock $1135424 0.13% 20607 $-31716 下跌 ×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 下跌 ×1
CVCO Cavco Industries, Inc. - Common Stock $857390 0.10% 1650 $121110
AMGN Amgen Inc. - Common Stock $841331 0.10% 2700 $143476 上涨 ×1
SNPE $815201 0.09% 16165 $-45909
BDX Becton, Dickinson and Company Common Stock $786821 0.09% 3435 $-79822 下跌 ×1
XLV XLV $750700 0.09% 5141 $43394
SPYX $738908 0.08% 16151 $-38763
IVW $738091 0.08% 7951 $-148672 下跌 ×1
IWO $737460 0.08% 2886 $-93189
VB $700065 0.08% 3157 $-58499
DEO Diageo plc Common Stock $693186 0.08% 6615 $-330211 下跌 ×1
AMP Ameriprise Financial, Inc. Common Stock $682111 0.08% 1409 $-68083
AFL AFLAC Incorporated Common Stock $680928 0.08% 6124 $66081 上涨 ×1
WMT Walmart Inc. - Common Stock $675788 0.08% 7698 $-19434 上涨 ×1
AMAT Applied Materials, Inc. - Common Stock $648977 0.07% 4472 $17810 上涨 ×1
DIS Walt Disney Company (The) Common Stock $601949 0.07% 6099 $-87419 下跌 ×1
MUSA Murphy USA Inc. Common Stock $600083 0.07% 1277 $-73410 下跌 ×1
NEE NextEra Energy, Inc. Common Stock $593066 0.07% 8366 $-1244 上涨 ×1
DMXF iShares ESG Advanced MSCI EAFE ETF $580605 0.07% 8622 $23451
PRF $580207 0.07% 14358 $-8636 下跌 ×1
CL Colgate-Palmolive Company Common Stock $571195 0.07% 6096 $66463 上涨 ×1
PM Philip Morris International Inc Common Stock $568253 0.06% 3580 $137400
KMB Kimberly-Clark Corporation - Common Stock $560062 0.06% 3938 $27778 下跌 ×1

最大新仓位

本季度新开仓位，按规模从大到小排序。

证券 价值 股份 % 占投资组合
CRM $3144911 11719 0.36%
ECL $3100043 12228 0.35%
VZ $208700 4601 0.02%
CVX $205081 1226 0.02%

季度涨幅榜

证券 操作 股份变动 价值变动
SCHO 增持 +576K +$14.7M
APH 削减 -99K -$7.4M
WSM 削减 -30K -$6.4M
IJR 增持 +180K +$5.7M
AAON 削减 -30K -$5.5M
AAPL 削减 -3K -$5.3M
GOOGL 削减 -3K -$5.2M
CRVL 削减 -46K -$5.1M
SEIC 削减 -56K -$4.9M
MANH 削减 -1K -$4.4M

1 个持仓已隐藏（数据完整性检查）

已退出持仓

包含公司事件（合并、退市）——并非所有退出都是卖出

已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。

证券季度 先前持股数 先前价值 退出后价格
EW 2025年3月31日 133367 $9873159 23.3%
HAE 2025年3月31日 47212 $3686313 68.8%
HALO 2025年3月31日 68127 $3257152 67.9%
SPLV 2025年3月31日 3182 $222740 不再跟踪
MAR 2025年3月31日 792 $220920 49.9%
IJS 2025年3月31日 1917 $208205 不再跟踪
IYW 2025年3月31日 1295 $206578 不再跟踪