West Coast Financial

Latest statistics and disclosures from West Coast Financial's latest quarterly 13F-HR filing:

Companies in the West Coast Financial portfolio as of September 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
iShares S&P; SmallCap 600 Index (IJR) 13.11 650915 -8% 74.22
Apple (AAPL) 3.62 86482 +26% 154.12
MasterCard Incorporated (MA) 3.01 78594 +2% 141.21
Berkshire Hathaway (BRK.B) 2.70 54342 +10% 183.32
Cerner Corporation (CERN) 2.69 139089 71.32
AFLAC Incorporated (AFL) 2.09 94700 81.39
Steris 2.05 85629 NEW 88.40
Becton, Dickinson and (BDX) 1.98 37249 +3% 195.95
Intel Corporation (INTC) 1.97 190733 +2% 38.08
Walgreen Boots Alliance 1.84 87921 +2% 77.22
Polaris Industries (PII) 1.81 63877 +2% 104.62
Boeing Company (BA) 1.81 26166 +3% 254.22
Pepsi (PEP) 1.81 59873 +4% 111.44
AMN Healthcare Services (AHS) 1.69 136381 +2% 45.70
ResMed (RMD) 1.68 80563 +2% 76.96
Vanguard Total Stock Market ETF (VTI) 1.67 47420 +128% 129.52
Starbucks Corporation (SBUX) 1.66 114054 +4% 53.71
Nordstrom (JWN) 1.64 128523 +2% 47.15
MAXIMUS (MMS) 1.64 93530 +80% 64.50
American Eagle Outfitters (AEO) 1.62 416732 +2% 14.30
Alphabet Inc Class A cs 1.62 6145 +7% 973.80
Omnicell (OMCL) 1.61 116335 51.05
Inc Resh Hldgs Inc cl a 1.54 108212 +70% 52.30
Exxon Mobil Corporation (XOM) 1.50 67185 +36% 81.98
NIKE (NKE) 1.48 105023 +4% 51.85
Legg Mason (LM) 1.42 133398 39.31
Hyster Yale Materials Handling 1.41 67852 76.45
Deckers Outdoor Corporation (DECK) 1.39 74677 68.41
Copart (CPRT) 1.36 145332 +2% 34.37
AT&T; (T) 1.30 121949 +25% 39.17
iShares Morningstar Large Core Idx (JKD) 1.26 30812 +15% 150.69
Charles Schwab Corporation (SCHW) 1.18 99600 +3% 43.74
International Business Machines (IBM) 1.15 29142 +3% 145.08
Portland General Electric Company (POR) 1.04 84117 45.64
Cummins (CMI) 1.04 22764 +4% 168.03
3M Company (MMM) 1.02 17912 +5% 209.92
Emerson Electric (EMR) 0.99 58032 +2% 62.84
Nextera Energy Inc C om 0.99 24782 +2% 146.56
Synaptics, Incorporated (SYNA) 0.97 91561 39.18
Walt Disney Company (DIS) 0.92 34416 +6% 98.56
Allergan 0.91 16435 NEW 204.93
Wabtec Corporation (WAB) 0.85 41176 +7% 75.75
iShares S&P; 500 Index (IVV) 0.83 12083 +90% 252.92
Colgate-Palmolive Company (CL) 0.77 38740 +2% 72.84
ConocoPhillips (COP) 0.72 53150 50.05
Manhattan Associates (MANH) 0.71 62797 NEW 41.56
iShares Russell 2000 Value Index (IWN) 0.71 21062 -8% 124.11
Microsoft Corporation (MSFT) 0.63 31228 +243% 74.48
Diageo (DEO) 0.55 15391 132.16
Johnson & Johnson (JNJ) 0.53 15092 +54% 130.00
Costco Wholesale Corporation (COST) 0.52 11760 +33% 164.29
Verizon Communications (VZ) 0.45 33169 +29% 49.50
iShares Russell 1000 Index (IWB) 0.44 11548 139.85
iShares Russell 2000 Index (IWM) 0.42 10483 +11% 148.14
PowerShares QQQ Trust, Series 1 (QQQQ) 0.42 10623 -4% 145.44
Accenture 0.39 10633 135.05
Wells Fargo & Company (WFC) 0.38 25596 NEW 55.16
SPDR Barclays Capital Inter Term (ITE) 0.37 22922 +244% 60.03
iShrs S&P; ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 0.36 12345 105.95
Sch Fnd Us Lg Etf schwb fdt us lg 0.36 37792 +21% 35.14
Chevron Corporation (CVX) 0.35 10928 +3% 117.50
PowerShares FTSE RAFI US 1000 (PRF) 0.33 11184 +6% 107.12
ISHARES TR MSCI Small Cap msci small cap 0.33 19477 62.02
Alphabet Inc Class C cs 0.33 1252 +27% 959.27
Public Storage (PSA) 0.31 5303 -5% 214.03
Sch Fnd Us Sm Etf schwab fdt us sc 0.29 29017 +4% 36.29
iShares S&P; Natl AMTFr Mncpl Bd Fd (MUB) 0.28 9163 110.88
Caterpillar (CAT) 0.27 8058 NEW 124.72
Pacific Premier Ban (PPBI) 0.27 26227 NEW 37.75
* Proshares Tr S&p 500 Aristo Added 0.24 15005 +5% 59.45
Weyerhaeuser Company (WY) 0.23 25297 +8% 34.04
Procter & Gamble Company (PG) 0.22 8941 +10% 90.93
Stericycle (SRCL) 0.22 11368 NEW 71.60
Geospace Technologies 0.22 45115 +2% 17.82
U.S. Ban (USB) 0.21 14446 +86% 53.58
C.R. Bard (BCR) 0.21 2372 -4% 320.40
iShares Dow Jones Select Dividend (DVY) 0.21 8409 -3% 93.59
Stryker Corporation (SYK) 0.20 5250 142.10
PowerShares FTSE RAFI US 1500 Small-Mid (PRFZ) 0.20 5944 +5% 125.34
Vanguard Dividend Appreciation ETF (VIG) 0.20 7769 NEW 94.74
Wpp Plc- 0.20 7745 NEW 92.83
iShares MSCI Emerging Markets Indx (EEM) 0.19 15686 NEW 44.82
Novartis AG (NVS) 0.19 8362 +12% 85.86
Gilead Sciences (GILD) 0.18 7955 +48% 81.08
iShares Russell 1000 Growth Index (IWF) 0.18 5354 NEW 125.14
Vanguard High Dividend Yield ETF (VYM) 0.18 8381 81.02
Sch Fnd Em Lg Etf schb fdt emk lg 0.18 23536 +21% 28.68
United Technologies Corporation (UTX) 0.17 5516 +4% 116.03
PG&E; Corporation (PCG) 0.17 9423 NEW 68.13
Visa (V) 0.17 6013 +9% 105.27
Kinder Morgan Inc. 0.16 29852 -2% 19.19
Schlumberger (SLB) 0.15 7664 -6% 69.81
iShares MSCI EAFE Index Fund (EFA) 0.15 8082 +55% 68.42
Vanguard Scottsdale Fds vng rus2000idx 0.15 4699 118.96
Lowe's Companies (LOW) 0.14 6420 +6% 79.91
Potlatch Corporation (PCH) 0.14 10012 +15% 51.04
iShares Russell 2000 Growth Index (IWO) 0.14 2986 +12% 178.83
Vanguard Health Care ETF (VHT) 0.14 3293 +79% 152.44
McDonald's Corporation (MCD) 0.13 2982 +50% 156.61
Bank of Hawaii Corporation (BOH) 0.13 5800 +6% 83.28
IDEXX Laboratories (IDXX) 0.13 3160 +4% 155.38
Vanguard S&p 500 Etf idx fd 0.13 2000 NEW 231.00
General Electric Company (GE) 0.12 18255 +100% 24.16
Amgen (AMGN) 0.12 2381 +11% 186.48
Vanguard Growth ETF (VUG) 0.11 3075 NEW 132.68
Valero Energy Corporation (VLO) 0.10 4700 +6% 77.02
Vanguard FTSE All-World ex-US ETF (VEU) 0.10 7078 NEW 52.70
Andeavor 0.10 3400 NEW 103.24
Canadian Natl Ry Co 0.09 4155 +5% 82.79
Coca-Cola Company (KO) 0.09 7191 +3% 45.06
Home Depot (HD) 0.09 1991 +32% 163.74
General Dynamics Corporation (GD) 0.09 1693 +12% 205.55
iShares S&P; SmallCap 600 Growth (IJT) 0.09 2092 NEW 164.44
Pfizer (PFE) 0.08 8566 +14% 35.72
Yum! Brands (YUM) 0.08 4181 +4% 73.67
Calavo Growers (CVGW) 0.08 4100 73.17
Kimberly-Clark Corporation (KMB) 0.07 2340 +14% 117.52
Philip Morris International (PM) 0.07 2347 111.21
Praxair (PX) 0.07 1791 NEW 139.59
BHP Billiton (BHP) 0.07 6720 +2% 40.48
Rbc Cad Com 0.07 3154 +6% 77.36
Facebook Inc cl a 0.07 1524 NEW 170.60
Baxter International (BAX) 0.06 3618 NEW 62.74
Bristol Myers Squibb (BMY) 0.06 3715 NEW 63.80
Avid Technology (AVID) 0.06 51299 NEW 4.54
Koninklijke Philips Electronics NV (PHG) 0.06 5779 NEW 41.18
QUALCOMM (QCOM) 0.06 4251 NEW 51.75
Clorox Company (CLX) 0.06 1714 NEW 131.86
Amazon (AMZN) 0.06 245 NEW 963.27
Illumina (ILMN) 0.06 1085 NEW 199.08
ManTech International Corporation (MANT) 0.06 4801 -5% 44.16
Tesla Motors (TSLA) 0.06 646 NEW 340.56
iShares S&P; SmallCap 600 Value Idx (IJS) 0.06 1511 NEW 148.25
WisdomTree Equity Income Fund (DHS) 0.06 3000 70.00
PIMCO Intermediate Mun Bond Strat Fund (MUNI) 0.06 3843 NEW 53.86
Sch Fnd Intl Lg Etf 0.06 7243 NEW 29.82
Inogen 0.06 2460 NEW 95.12
Health Care SPDR (XLV) 0.05 2460 NEW 81.71
Hecla Mining Company (HL) 0.01 10084 NEW 5.06
Sandstorm Gold 0.01 10000 NEW 4.50

Past 13F-HR SEC Filings by West Coast Financial

View All Filings