West Coast Financial

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

  • Top 5 stock holdings are IJR, SCHO, IVV, SCHR, AAPL, and represent 41.33% of West Coast Financial's stock portfolio.
  • Added to shares of these 10 stocks: IJR (+$19M), SCHO (+$14M), IEFA (+$6.4M), IVV (+$5.5M), CRM, ECL, MRK, MBB, SCHR, VZ.
  • Started 4 new stock positions in CRM, VZ, ECL, CVX.
  • Reduced shares in these 10 stocks: , APH (-$6.5M), CRVL (-$5.2M), WSM, SEIC, HAE, , AAON, PG, AAPL.
  • Sold out of its positions in EW, HAE, HALO, SPLV, IYW, IJS, MAR.
  • West Coast Financial was a net buyer of stock by $2.7M.
  • West Coast Financial has $876M in assets under management (AUM), dropping by -3.48%.
  • Central Index Key (CIK): 0001511985

Tip: Access up to 7 years of quarterly data

Positions held by West Coast Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for West Coast Financial

West Coast Financial holds 162 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p Scp Etf (IJR) 16.8 $148M +14% 1.4M 104.57
 View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 8.4 $74M +23% 3.0M 24.34
 View chart
Ishares Tr Core S&p500 Etf (IVV) 7.9 $69M +8% 123k 561.90
 View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 4.2 $37M +2% 1.5M 24.86
 View chart
Apple (AAPL) 4.0 $35M 158k 222.13
 View chart
Ishares Tr Mbs Etf (MBB) 3.5 $31M +6% 331k 93.78
 View chart
Mastercard Incorporated Cl A (MA) 2.4 $21M -2% 38k 548.11
 View chart
Alphabet Cap Stk Cl A (GOOGL) 2.4 $21M -2% 134k 154.64
 View chart
Microsoft Corporation (MSFT) 2.2 $19M -3% 51k 375.39
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.9 $16M 31k 532.58
 View chart
Marsh & McLennan Companies (MMC) 1.9 $16M 67k 244.03
 View chart
Waste Management (WM) 1.6 $14M -3% 61k 231.51
 View chart
Stryker Corporation (SYK) 1.4 $12M -2% 33k 372.25
 View chart
Snap-on Incorporated (SNA) 1.4 $12M 36k 337.01
 View chart
Visa Com Cl A (V) 1.3 $12M 34k 350.46
 View chart
Illinois Tool Works (ITW) 1.3 $12M 46k 248.01
 View chart
Zoetis Cl A (ZTS) 1.3 $11M -3% 68k 164.65
 View chart
Accenture Plc Ireland Shs Class A (ACN) 1.2 $11M 35k 312.04
 View chart
Johnson & Johnson (JNJ) 1.2 $10M 63k 165.84
 View chart
Kroger (KR) 1.1 $9.8M -2% 146k 67.69
 View chart
Ishares Tr Msci Eafe Etf (EFA) 1.1 $9.7M 118k 81.73
 View chart
Amphenol Corp Cl A (APH) 1.1 $9.7M -40% 147k 65.59
 View chart
Amazon (AMZN) 1.1 $9.4M -2% 50k 190.26
 View chart
Meta Platforms Cl A (META) 1.1 $9.2M -4% 16k 576.37
 View chart
American Tower Reit (AMT) 1.0 $9.2M -2% 42k 217.60
 View chart
W.W. Grainger (GWW) 1.0 $9.1M -2% 9.2k 987.82
 View chart
Public Storage (PSA) 1.0 $8.7M -2% 29k 299.29
 View chart
S&p Global (SPGI) 1.0 $8.6M -3% 17k 508.10
 View chart
Jack Henry & Associates (JKHY) 1.0 $8.3M -4% 46k 182.60
 View chart
Pepsi (PEP) 0.9 $8.3M -4% 55k 149.94
 View chart
Lululemon Athletica (LULU) 0.9 $8.2M -2% 29k 283.06
 View chart
Home Depot (HD) 0.9 $8.0M -3% 22k 366.49
 View chart
ResMed (RMD) 0.9 $7.6M -3% 34k 223.85
 View chart
Manhattan Associates (MANH) 0.8 $7.1M -3% 41k 173.04
 View chart
Ishares Tr Core Msci Eafe (IEFA) 0.8 $6.6M +2772% 87k 75.65
 View chart
Adobe Systems Incorporated (ADBE) 0.7 $6.6M -5% 17k 383.53
 View chart
Maximus (MMS) 0.7 $6.1M 89k 68.19
 View chart
Hci (HCI) 0.6 $5.2M -3% 35k 149.23
 View chart
CorVel Corporation (CRVL) 0.6 $5.0M -50% 45k 111.97
 View chart
Williams-Sonoma (WSM) 0.6 $4.9M -49% 31k 158.10
 View chart
SEI Investments Company (SEIC) 0.5 $4.8M -47% 62k 77.63
 View chart
Encompass Health Corp (EHC) 0.5 $4.8M -2% 47k 101.28
 View chart
Gentex Corporation (GNTX) 0.5 $4.8M -3% 204k 23.30
 View chart
Ingredion Incorporated (INGR) 0.5 $4.4M -3% 33k 135.21
 View chart
Ensign (ENSG) 0.5 $4.3M 34k 129.40
 View chart
Aaon Com Par $0.004 (AAON) 0.5 $4.0M -36% 51k 78.13
 View chart
Fabrinet SHS (FN) 0.4 $3.7M -4% 19k 197.51
 View chart
Merck & Co (MRK) 0.4 $3.6M +469% 41k 89.76
 View chart
Ishares Tr S&p 500 Val Etf (IVE) 0.4 $3.3M +5% 17k 190.58
 View chart
Aptar (ATR) 0.4 $3.2M 22k 148.38
 View chart
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $3.2M 12k 274.84
 View chart
salesforce (CRM) 0.4 $3.1M NEW 12k 268.36
 View chart
Ecolab (ECL) 0.4 $3.1M NEW 12k 253.52
 View chart
Houlihan Lokey Cl A (HLI) 0.3 $2.9M -11% 18k 161.50
 View chart
Qualys (QLYS) 0.3 $2.8M -4% 22k 125.93
 View chart
Ishares Tr Rus 1000 Etf (IWB) 0.3 $2.8M 9.1k 306.74
 View chart
Costco Wholesale Corporation (COST) 0.3 $2.8M -17% 2.9k 945.64
 View chart
Vita Coco Co Inc/the (COCO) 0.3 $2.7M -3% 89k 30.65
 View chart
Procter & Gamble Company (PG) 0.3 $2.7M -21% 16k 170.42
 View chart
Spdr Gold Tr Gold Shs (GLD) 0.3 $2.4M +4% 8.5k 288.14
 View chart
Alphabet Cap Stk Cl C (GOOG) 0.2 $1.9M 12k 156.23
 View chart
Eli Lilly & Co. (LLY) 0.2 $1.9M 2.2k 825.91
 View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $1.8M 36k 50.83
 View chart
Ishares Tr Russell 2000 Etf (IWM) 0.2 $1.6M 8.0k 199.49
 View chart
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $1.6M 3.3k 468.90
 View chart
Select Sector Spdr Tr Technology (XLK) 0.2 $1.5M 7.3k 206.48
 View chart
Starbucks Corporation (SBUX) 0.2 $1.5M -5% 15k 98.09
 View chart
Clorox Company (CLX) 0.2 $1.4M 9.5k 147.25
 View chart
Ishares Tr Morningstr Us Eq (ILCB) 0.1 $1.3M -8% 17k 77.26
 View chart
Kla Corp Com New (KLAC) 0.1 $1.3M -26% 1.9k 679.68
 View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $1.3M 58k 21.53
 View chart
Cummins (CMI) 0.1 $1.2M -8% 3.9k 313.44
 View chart
Kadant (KAI) 0.1 $1.2M -24% 3.5k 336.91
 View chart
Tractor Supply Company (TSCO) 0.1 $1.1M -6% 21k 55.10
 View chart
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $1.1M 7.3k 150.98
 View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $1.1M 6.3k 173.23
 View chart
American Express Company (AXP) 0.1 $1.1M 3.9k 269.05
 View chart
Chemed Corp Com Stk (CHE) 0.1 $1.0M -14% 1.7k 615.32
 View chart
Cavco Industries (CVCO) 0.1 $857k 1.7k 519.63
 View chart
Amgen (AMGN) 0.1 $841k 2.7k 311.60
 View chart
Dbx Etf Tr Xtrackers S&p (SNPE) 0.1 $815k 16k 50.43
 View chart
Becton, Dickinson and (BDX) 0.1 $787k -10% 3.4k 229.06
 View chart
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $751k 5.1k 146.02
 View chart
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 0.1 $739k 16k 45.75
 View chart
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $738k -8% 8.0k 92.83
 View chart
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $738k 2.9k 255.53
 View chart
Vanguard Index Fds Small Cp Etf (VB) 0.1 $700k 3.2k 221.75
 View chart
Diageo Spon Adr New (DEO) 0.1 $693k -17% 6.6k 104.79
 View chart
Ameriprise Financial (AMP) 0.1 $682k 1.4k 484.11
 View chart
AFLAC Incorporated (AFL) 0.1 $681k +3% 6.1k 111.19
 View chart
Wal-Mart Stores (WMT) 0.1 $676k 7.7k 87.79
 View chart
Applied Materials (AMAT) 0.1 $649k +15% 4.5k 145.12
 View chart
Walt Disney Company (DIS) 0.1 $602k 6.1k 98.70
 View chart
Murphy Usa (MUSA) 0.1 $600k -4% 1.3k 469.92
 View chart
Nextera Energy (NEE) 0.1 $593k 8.4k 70.89
 View chart
Ishares Tr Esg Eafe Etf (DMXF) 0.1 $581k 8.6k 67.34
 View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.1 $580k 14k 40.41
 View chart
Colgate-Palmolive Company (CL) 0.1 $571k +9% 6.1k 93.70
 View chart
Philip Morris International (PM) 0.1 $568k 3.6k 158.73
 View chart
Kimberly-Clark Corporation (KMB) 0.1 $560k -3% 3.9k 142.22
 View chart
Exxon Mobil Corporation (XOM) 0.1 $511k 4.3k 118.93
 View chart
Fiserv (FI) 0.1 $506k 2.3k 220.83
 View chart
Campbell Soup Company (CPB) 0.1 $502k -14% 13k 39.92
 View chart
Intercontinental Exchange (ICE) 0.1 $500k 2.9k 172.50
 View chart
Ishares Tr Esg Scrnd S&p Sm (XJR) 0.1 $491k 13k 37.62
 View chart
UnitedHealth (UNH) 0.1 $481k -41% 919.00 523.55
 View chart
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $462k +71% 2.4k 193.99
 View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $457k 20k 23.43
 View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $456k 17k 26.20
 View chart
Oracle Corporation (ORCL) 0.1 $441k 3.2k 139.81
 View chart
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $431k -8% 6.8k 63.53
 View chart
Ishares Tr National Mun Etf (MUB) 0.0 $410k 3.9k 105.44
 View chart
Yum! Brands (YUM) 0.0 $404k 2.6k 157.36
 View chart
Broadcom (AVGO) 0.0 $402k 2.4k 167.43
 View chart
IDEXX Laboratories (IDXX) 0.0 $401k +6% 954.00 419.95
 View chart
Travelers Companies (TRV) 0.0 $399k 1.5k 264.46
 View chart
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $396k -3% 3.1k 128.96
 View chart
Copart (CPRT) 0.0 $384k +9% 6.8k 56.59
 View chart
Ishares Tr Ishares Biotech (IBB) 0.0 $384k 3.0k 127.90
 View chart
Cisco Systems (CSCO) 0.0 $380k 6.2k 61.71
 View chart
Steris Shs Usd (STE) 0.0 $376k +3% 1.7k 226.65
 View chart
FactSet Research Systems (FDS) 0.0 $372k -12% 819.00 454.73
 View chart
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $371k 4.4k 85.07
 View chart
Vontier Corporation (VNT) 0.0 $365k -14% 11k 32.85
 View chart
Lowe's Companies (LOW) 0.0 $359k 1.5k 233.23
 View chart
Abbvie (ABBV) 0.0 $352k -5% 1.7k 209.52
 View chart
Novartis Sponsored Adr (NVS) 0.0 $344k 3.1k 111.48
 View chart
Vanguard Index Fds Growth Etf (VUG) 0.0 $341k 919.00 370.82
 View chart
Teradyne (TER) 0.0 $336k -5% 4.1k 82.60
 View chart
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $331k 4.2k 78.85
 View chart
Ge Aerospace Com New (GE) 0.0 $331k 1.7k 200.17
 View chart
Altria (MO) 0.0 $327k 5.5k 60.02
 View chart
International Business Machines (IBM) 0.0 $326k +2% 1.3k 248.66
 View chart
Global X Fds Glbl X Mlp Etf (MLPA) 0.0 $321k 6.0k 53.23
 View chart
Ishares Tr Us Trsprtion (IYT) 0.0 $320k 5.0k 64.03
 View chart
Intel Corporation (INTC) 0.0 $318k -6% 14k 22.71
 View chart
FedEx Corporation (FDX) 0.0 $311k 1.3k 243.78
 View chart
Vanguard Index Fds Large Cap Etf (VV) 0.0 $308k 1.2k 257.03
 View chart
Wisdomtree Tr Us High Dividend (DHS) 0.0 $298k 3.0k 99.16
 View chart
Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $292k 2.8k 105.60
 View chart
Ishares Tr Select Divid Etf (DVY) 0.0 $289k -2% 2.2k 134.29
 View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $289k 562.00 513.91
 View chart
Blackrock (BLK) 0.0 $281k 297.00 946.48
 View chart
McDonald's Corporation (MCD) 0.0 $280k 896.00 312.37
 View chart
AvalonBay Communities (AVB) 0.0 $278k -2% 1.3k 214.62
 View chart
Union Pacific Corporation (UNP) 0.0 $268k 1.1k 236.24
 View chart
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $268k 2.2k 124.50
 View chart
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $267k 2.7k 100.00
 View chart
Intuit (INTU) 0.0 $263k 429.00 613.95
 View chart
Mondelez Intl Cl A (MDLZ) 0.0 $263k 3.9k 67.85
 View chart
Bristol Myers Squibb (BMY) 0.0 $253k 4.1k 60.99
 View chart
Charles Schwab Corporation (SCHW) 0.0 $247k +3% 3.1k 78.28
 View chart
JPMorgan Chase & Co. (JPM) 0.0 $237k 967.00 245.30
 View chart
Rbc Cad (RY) 0.0 $236k 2.1k 112.72
 View chart
Proshares Tr S&p 500 Dv Arist (NOBL) 0.0 $236k -11% 2.3k 102.18
 View chart
Emerson Electric (EMR) 0.0 $236k +2% 2.1k 109.64
 View chart
Flexshares Tr Us Quality Cap (QLC) 0.0 $217k 3.4k 63.80
 View chart
Nike CL B (NKE) 0.0 $216k +2% 3.4k 63.48
 View chart
Verizon Communications (VZ) 0.0 $209k NEW 4.6k 45.36
 View chart
Chevron Corporation (CVX) 0.0 $205k NEW 1.2k 167.28
 View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.0 $202k 9.8k 20.70
 View chart
Vanguard World Inf Tech Etf (VGT) 0.0 $202k 372.00 541.74
 View chart

Past Filings by West Coast Financial

SEC 13F filings are viewable for West Coast Financial going back to 2011

View all past filings