West Coast Financial

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

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 127 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p Scp Etf (IJR) 12.5 $74M +3% 782k 94.64
Ishares Tr Core S&p500 Etf (IVV) 10.2 $60M +3% 156k 384.21
Apple (AAPL) 3.4 $20M 153k 129.93
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 3.0 $18M -22% 365k 48.24
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 2.7 $16M -3% 324k 49.23
Pepsi (PEP) 2.3 $14M +2% 76k 180.66
Microsoft Corporation (MSFT) 2.3 $14M 57k 239.82
Ishares Tr Mbs Etf (MBB) 2.2 $13M -10% 142k 92.75
Keysight Technologies (KEYS) 2.2 $13M +2% 76k 171.07
Mastercard Incorporated Cl A (MA) 2.1 $13M +25% 36k 347.73
Alphabet Cap Stk Cl A (GOOGL) 2.1 $12M 139k 88.23
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.0 $12M 39k 308.90
Campbell Soup Company (CPB) 1.8 $10M +60% 183k 56.75
Houlihan Lokey Cl A (HLI) 1.7 $10M 115k 87.16

Setup an alert

West Coast Financial will file the next quarterly 13-HR in about 2 months. Would you like to be notified?

AMN Healthcare Services (AMN) 1.7 $10M 97k 102.82
Marsh & McLennan Companies (MMC) 1.6 $9.6M +75% 58k 165.48
Illinois Tool Works (ITW) 1.6 $9.1M 42k 220.30
Cummins (CMI) 1.5 $9.0M +2% 37k 242.30
Waste Management (WM) 1.5 $8.9M NEW 57k 156.88
Zoetis Cl A (ZTS) 1.2 $7.3M +3% 50k 146.55
ResMed (RMD) 1.2 $7.0M 34k 208.13
Home Depot (HD) 1.2 $6.9M +2% 22k 315.87
UnitedHealth (UNH) 1.1 $6.7M +3067% 13k 530.19
Walt Disney Company (DIS) 1.1 $6.7M -5% 77k 86.88
Portland Gen Elec Com New (POR) 1.1 $6.5M 132k 49.00
Amgen (AMGN) 1.1 $6.4M 24k 262.64
John Bean Technologies Corporation (JBT) 1.1 $6.4M NEW 70k 91.33
Johnson & Johnson (JNJ) 1.1 $6.3M 36k 176.65
Public Storage (PSA) 1.1 $6.2M +3% 22k 280.19
Manhattan Associates (MANH) 1.0 $6.2M 51k 121.40
Amphenol Corp Cl A (APH) 1.0 $6.1M NEW 81k 76.14
Merck & Co (MRK) 1.0 $6.1M -47% 55k 110.95
Accenture Plc Ireland Shs Class A (ACN) 1.0 $6.0M 23k 266.85
Kroger (KR) 1.0 $6.0M +24% 135k 44.58
Maximus (MMS) 1.0 $5.8M 79k 73.33
S&p Global (SPGI) 0.9 $5.4M +3% 16k 334.96
Dropbox Cl A (DBX) 0.9 $5.3M 238k 22.38
Gentex Corporation (GNTX) 0.9 $5.3M 195k 27.27
W.W. Grainger (GWW) 0.9 $5.2M +3% 9.4k 556.26
Cisco Systems (CSCO) 0.9 $5.2M 109k 47.64
J.B. Hunt Transport Services (JBHT) 0.9 $5.1M NEW 29k 174.36
Snap-on Incorporated (SNA) 0.8 $5.0M NEW 22k 228.49
Zebra Technologies Corporati Cl A (ZBRA) 0.8 $5.0M 19k 256.41
Williams-Sonoma (WSM) 0.8 $4.8M -2% 42k 114.92
Intel Corporation (INTC) 0.8 $4.8M -3% 182k 26.43
Ishares Tr Msci Eafe Etf (EFA) 0.8 $4.6M +468% 70k 65.64
Albany Intl Corp Cl A (AIN) 0.7 $4.2M 43k 98.59
Kadant (KAI) 0.7 $4.1M +34% 23k 177.63
Vontier Corporation (VNT) 0.7 $4.1M -7% 211k 19.33
Target Corporation (TGT) 0.7 $4.0M 27k 149.04
Teradyne (TER) 0.6 $3.7M -44% 42k 87.35
Meta Platforms Cl A (META) 0.6 $3.4M -14% 28k 120.34
MasTec (MTZ) 0.6 $3.3M 39k 85.33
Ishares Tr S&p 500 Val Etf (IVE) 0.6 $3.3M +15% 23k 145.07
SEI Investments Company (SEIC) 0.5 $2.9M 49k 58.30
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $2.7M 14k 191.20
Thor Industries (THO) 0.5 $2.7M 36k 75.49
Apartment Income Reit Corp (AIRC) 0.4 $2.6M -3% 75k 34.31
Brooks Automation (AZTA) 0.4 $2.5M -2% 43k 58.22
Starbucks Corporation (SBUX) 0.4 $2.5M -5% 25k 99.20
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $2.3M +56% 55k 41.97
Diageo Spon Adr New (DEO) 0.4 $2.2M 12k 178.19
Ishares Tr Rus 1000 Etf (IWB) 0.4 $2.1M 10k 210.52
Becton, Dickinson and (BDX) 0.3 $1.8M -71% 7.2k 254.32
Ishares Tr Morningstr Us Eq (ILCB) 0.3 $1.7M -7% 33k 52.64
Costco Wholesale Corporation (COST) 0.3 $1.6M 3.4k 456.51
Ishares Tr Russell 2000 Etf (IWM) 0.2 $1.5M -3% 8.3k 174.36
Visa Com Cl A (V) 0.2 $1.4M 6.8k 207.76
Nextera Energy (NEE) 0.2 $1.4M -7% 17k 83.60
Applied Materials (AMAT) 0.2 $1.2M -88% 12k 97.38
Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $1.1M 8.2k 138.67
Alphabet Cap Stk Cl C (GOOG) 0.2 $920k -2% 10k 88.73
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $841k -2% 3.2k 266.28
AFLAC Incorporated (AFL) 0.1 $803k -2% 11k 71.95
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $777k -14% 14k 56.48
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.1 $717k 4.6k 155.15
Nike CL B (NKE) 0.1 $703k -2% 6.0k 117.01
Steris Shs Usd (STE) 0.1 $644k -8% 3.5k 184.69
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $619k 2.9k 214.52
Vanguard Index Fds Small Cp Etf (VB) 0.1 $617k -6% 3.4k 183.54
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $589k -8% 10k 58.50
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 0.1 $544k 5.8k 93.35
Procter & Gamble Company (PG) 0.1 $543k +3% 3.6k 151.56
Cavco Industries (CVCO) 0.1 $520k -93% 2.3k 226.25
Chevron Corporation (CVX) 0.1 $506k -7% 2.8k 179.51
Ishares Tr National Mun Etf (MUB) 0.1 $505k -27% 4.8k 105.52
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.1 $476k 23k 20.53
Colgate-Palmolive Company (CL) 0.1 $461k -8% 5.9k 78.79
Hershey Company (HSY) 0.1 $457k -13% 2.0k 231.63
Abbvie (ABBV) 0.1 $436k +12% 2.7k 161.61
Bhp Group Sponsored Ads (BHP) 0.1 $434k +21% 7.0k 62.05
Invesco Db Commdy Indx Trck Unit (DBC) 0.1 $430k +2% 18k 24.65
American Tower Reit (AMT) 0.1 $421k NEW 2.0k 211.86
Ishares Tr Select Divid Etf (DVY) 0.1 $411k -2% 3.4k 120.60
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $403k 2.7k 151.85
IDEXX Laboratories (IDXX) 0.1 $386k 947.00 407.96
Pimco Etf Tr Broad Us Tips (TIPZ) 0.1 $386k 7.1k 54.05
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $340k 3.1k 108.21
Novartis Sponsored Adr (NVS) 0.1 $338k 3.7k 90.72
AvalonBay Communities (AVB) 0.1 $327k +3% 2.0k 161.52
Yum! Brands (YUM) 0.1 $325k 2.5k 128.08
General Mills (GIS) 0.1 $324k -2% 3.9k 83.85
Lowe's Companies (LOW) 0.1 $324k 1.6k 199.24
Copart (CPRT) 0.1 $309k +92% 5.1k 60.89
Charles Schwab Corporation (SCHW) 0.1 $305k 3.7k 83.27
Proshares Tr S&p 500 Dv Arist (NOBL) 0.0 $294k -2% 3.3k 89.99
Gilead Sciences (GILD) 0.0 $293k NEW 3.4k 85.85
Bristol Myers Squibb (BMY) 0.0 $292k 4.1k 71.96
Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $288k 2.8k 104.27
McDonald's Corporation (MCD) 0.0 $280k 1.1k 263.53
Oracle Corporation (ORCL) 0.0 $272k -3% 3.3k 81.74
Exxon Mobil Corporation (XOM) 0.0 $271k 2.5k 110.30
FedEx Corporation (FDX) 0.0 $270k -96% 1.6k 173.24
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $266k 3.2k 83.76
Wisdomtree Tr Us High Dividend (DHS) 0.0 $258k 3.0k 86.06
Vanguard Index Fds Large Cap Etf (VV) 0.0 $258k NEW 1.5k 174.20
Omnicell (OMCL) 0.0 $257k -22% 5.1k 50.42
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 0.0 $250k 1.6k 158.41
Fiserv (FISV) 0.0 $239k 2.4k 101.07
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $236k 2.2k 108.07
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $236k +6% 3.7k 63.90
Vanguard Index Fds Growth Etf (VUG) 0.0 $234k +12% 1.1k 213.11
Verizon Communications (VZ) 0.0 $233k -6% 5.9k 39.40
Ishares Tr Jpmorgan Usd Emg (EMB) 0.0 $222k -2% 2.6k 84.61
Rbc Cad (RY) 0.0 $207k NEW 2.2k 94.02
Vanguard World Fds Health Car Etf (VHT) 0.0 $203k NEW 820.00 248.05
Lucid Group (LCID) 0.0 $68k NEW 10k 6.83

Past Filings by West Coast Financial

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

View all past filings