West Coast Financial LLC — Quarterly 13F Report (Q2 2025) with Charts &amp; AI Insights

No holding changes this quarter

Holdings Map

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change	4Q Trend
1	✓	Ikena Oncology INC	Stock-Other	—	—	—

Portfolio Performance

Performance for Q3 2026

—

Performance Last 4 Quarters

+3.1%

Based on 61% of reported portfolio value with available pricing

Stdev: +11.5%
Beta: +0.82
Alpha: -4.8%
Max Drawdown: -6.8%
Annualized Perf: +10.4%
Batting Avg vs S&P: +32%
Sortino: +1.6
Stutzer: +0.27
Treynor: +0.13
Sterling: +0.67
Calmar: +1.52
Information Ratio: -1.67
Tracking Error: +4.9%
Stdev Down: +6.6%
Winning Months %: +68%
Losing Months %: +32%
Best 12 Months: +27%
Worst 12 Months: +4.7%
Efficiency Ratio: +0.31
Sharpe: +0.92
Stdev Sectors: —
Skewness: -0.1
Kurtosis: -0.71
Upside Potential: +3.45

Reported value over time

Sector allocation

Not enough sector-mapped data yet

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2025 Q2	1	—	0
2025 Q1	162	$876.0M	100	1IJR 2SCHO 3IVV Top holdings2025 Q1 1.IJR 2.SCHO 3.IVV 4.SCHR 5.AAPL 6.MBB 7.MA 8.GOOGL 9.MSFT 10.BRK-B
2024 Q4	165	$907.6M	0	1IJR 2IVV 3SCHO Top holdings2024 Q4 1.IJR 2.IVV 3.SCHO 4.AAPL 5.SCHR 6.MBB 7.GOOGL 8.MSFT 9.MA 10.APH
2024 Q3	172	$909.1M	0	1IJR 2IVV 3SCHO Top holdings2024 Q3 1.IJR 2.IVV 3.SCHO 4.AAPL 5.SCHR 6.MBB 7.MSFT 8.GOOGL 9.MA 10.APH
2024 Q2	166	$844.0M	0	1IJR 2IVV 3SCHO Top holdings2024 Q2 1.IJR 2.IVV 3.SCHO 4.AAPL 5.SCHR 6.MBB 7.GOOGL 8.MSFT 9.MA 10.APH
2024 Q1	162	$824.2M	0	1IJR 2IVV 3SCHO Top holdings2024 Q1 1.IJR 2.IVV 3.SCHO 4.AAPL 5.SCHR 6.MSFT 7.MBB 8.GOOGL 9.MA 10.WSM
2023 Q4	158	$762.1M	0	1IJR 2IVV 3AAPL Top holdings2023 Q4 1.IJR 2.IVV 3.AAPL 4.SCHO 5.MSFT 6.SCHR 7.MBB 8.GOOGL 9.MA 10.PEP
2023 Q3	143	$670.5M	0	1IJR 2IVV 3AAPL Top holdings2023 Q3 1.IJR 2.IVV 3.AAPL 4.SCHO 5.GOOGL 6.MSFT 7.MBB 8.SCHR 9.MA 10.BRK-B
2023 Q2	151	$707.1M	0	1IJR 2IVV 3AAPL Top holdings2023 Q2 1.IJR 2.IVV 3.AAPL 4.MSFT 5.SCHO 6.GOOGL 7.SCHR 8.MBB 9.PEP 10.MA
2023 Q1	134	$653.5M	0	1IJR 2IVV 3AAPL Top holdings2023 Q1 1.IJR 2.IVV 3.AAPL 4.SCHO 5.SCHR 6.MSFT 7.GOOGL 8.MBB 9.PEP 10.MA
2022 Q4	127	$590.0M	0	1IJR 2IVV 3AAPL Top holdings2022 Q4 1.IJR 2.IVV 3.AAPL 4.SCHO 5.SCHR 6.PEP 7.MSFT 8.MBB 9.KEYS 10.MA
2022 Q3	122	$543.4M	0	1IJR 2IVV 3SCHO Top holdings2022 Q3 1.IJR 2.IVV 3.SCHO 4.AAPL 5.SCHR 6.MBB 7.GOOGL 8.MSFT 9.PEP 10.KEYS
2022 Q2	126	$563.3M	0	1IJR 2IVV 3AAPL Top holdings2022 Q2 1.IJR 2.IVV 3.AAPL 4.SCHO 5.SCHR 6.GOOGL 7.MBB 8.MSFT 9.PEP 10.AFL
2022 Q1	135	$651.1M	0	1IJR 2IVV 3AAPL Top holdings2022 Q1 1.IJR 2.IVV 3.AAPL 4.GOOGL 5.MSFT 6.MBB 7.SCHR 8.AMAT 9.SCHO 10.AFL
2021 Q4	136	$698.9M	0	1IJR 2IVV 3AAPL Top holdings2021 Q4 1.IJR 2.IVV 3.AAPL 4.GOOGL 5.MSFT 6.AMAT 7.KEYS 8.SCHR 9.MBB 10.META
2021 Q3	133	$621.3M	0	1IJR 2IVV 3AAPL Top holdings2021 Q3 1.IJR 2.IVV 3.AAPL 4.GOOGL 5.MSFT 6.AMAT 7.ALGN 8.META 9.KEYS 10.DIS
2021 Q2	133	$613.2M	97	1IJR 2IVV 3AAPL Top holdings2021 Q2 1.IJR 2.IVV 3.AAPL 4.GOOGL 5.AMAT 6.MSFT 7.META 8.ALGN 9.SBUX 10.OMCL
2021 Q1	124	$575.4M	14	1IJR 2IVV 3AAPL Top holdings2021 Q1 1.IJR 2.IVV 3.AAPL 4.AMAT 5.GOOGL 6.MA 7.MSFT 8.SBUX 9.DIS 10.ALGN
2020 Q4	119	$519.7M	19	1IJR 2IVV 3AAPL Top holdings2020 Q4 1.IJR 2.IVV 3.AAPL 4.MA 5.ALGN 6.MSFT 7.SBUX 8.DIS 9.GOOGL 10.AMAT
2020 Q3	104	$442.7M	13	1IJR 2IVV 3AAPL Top holdings2020 Q3 1.IJR 2.IVV 3.AAPL 4.MA 5.MSFT 6.META 7.SBUX 8.GOOGL 9.INTC 10.ALGN
2020 Q2	103	$410.5M	43	1IJR 2IVV 3AAPL Top holdings2020 Q2 1.IJR 2.IVV 3.AAPL 4.MSFT 5.MA 6.META 7.GOOGL 8.RMD 9.INTC 10.SBUX
2020 Q1	96	$375.9M	44	1IJR 2SPLV 3AAPL Top holdings2020 Q1 1.IJR 2.SPLV 3.AAPL 4.XSLV 5.MA 6.INTC 7.BRK-B 8.TER 9.MSFT 10.SCHO
2019 Q4	106	$468.9M	10	1IJR 2SPLV 3XSLV Top holdings2019 Q4 1.IJR 2.SPLV 3.XSLV 4.AAPL 5.MA 6.INTC 7.BRK-B 8.AMAT 9.TER 10.AFL
2019 Q3	109	$441.3M	16	1IJR 2SPLV 3AAPL Top holdings2019 Q3 1.IJR 2.SPLV 3.AAPL 4.XSLV 5.MA 6.BRK-B 7.INTC 8.AFL 9.SBUX 10.CVCO
2019 Q2	109	$437.3M	22	1IJR 2SPLV 3MA Top holdings2019 Q2 1.IJR 2.SPLV 3.MA 4.AAPL 5.XSLV 6.BRK-B 7.AFL 8.INTC 9.CERNCHF 10.BDX
2019 Q1	114	$423.6M	27	1IJR 2SPLV 3AAPL Top holdings2019 Q1 1.IJR 2.SPLV 3.AAPL 4.MA 5.INTC 6.BRK-B 7.STE 8.IVV 9.AFL 10.BDX
2018 Q4	106	$352.4M	37	1IJR 2SPLV 3AAPL Top holdings2018 Q4 1.IJR 2.SPLV 3.AAPL 4.IVV 5.MA 6.BRK-B 7.INTC 8.AFL 9.STE 10.BDX
2018 Q3	134	$433.7M	36	1IJR 2AAPL 3SPLV Top holdings2018 Q3 1.IJR 2.AAPL 3.SPLV 4.MA 5.BRK-B 6.BDX 7.STE 8.INTC 9.CERNCHF 10.AFL
2018 Q2	108	$361.7M	20	1IJR 2MA 3AAPL Top holdings2018 Q2 1.IJR 2.MA 3.AAPL 4.SPLV 5.AEO 6.BRK-B 7.INTC 8.BDX 9.STE 10.BA
2018 Q1	107	$350.0M	14	1IJR 2MA373937B Top holdings2018 Q1 1.IJR 2.MA 3.73937B 4.AAPL 5.BRK-B 6.INTC 7.AEO 8.AFL 9.BDX 10.CERNCHF
2017 Q4	109	$355.5M	21	1IJR 2MA 3AAPL Top holdings2017 Q4 1.IJR 2.MA 3.AAPL 4.BRK-B 5.CERNCHF 6.INTC 7.73937B 8.AFL 9.BDX 10.PII
2017 Q3	140	$368.4M	24	1IJR 2AAPL 3MA Top holdings2017 Q3 1.IJR 2.AAPL 3.MA 4.BRK-B 5.CERNCHF 6.AFL 7.STE 8.BDX 9.INTC 10.WBA
2017 Q2	112	$312.9M	17	1IJR 2AAPL 3MA Top holdings2017 Q2 1.IJR 2.AAPL 3.MA 4.CERNCHF 5.BRK-B 6.AFL 7.BDX 8.UBER 9.WBA 10.PEP
2017 Q1	122	$314.6M	15	1IJR 2AAPL 3MA Top holdings2017 Q1 1.IJR 2.AAPL 3.MA 4.BRK-B 5.CERNCHF 6.WBA 7.MMM 8.INTC 9.AFL 10.BDX
2016 Q4	127	$314.4M	14	1IJR 2AAPL 3IDXX Top holdings2016 Q4 1.IJR 2.AAPL 3.IDXX 4.BRK-B 5.MA 6.CMI 7.WBA 8.INTC 9.CERNCHF 10.MMM
2016 Q3	134	$311.6M	31	1IJR 2AAPL 3IDXX Top holdings2016 Q3 1.IJR 2.AAPL 3.IDXX 4.MA 5.BRK-B 6.CMI 7.WBA 8.INTC 9.BDX 10.AFL
2016 Q2	114	$276.7M	21	1IJR 2IDXX 3BCRUSD Top holdings2016 Q2 1.IJR 2.IDXX 3.BCRUSD 4.AAPL 5.WBA 6.BDX 7.MA 8.BRK-B 9.AFL 10.SBUX
2016 Q1	86	$242.5M	18	1IJR 2AAPL 3WBA Top holdings2016 Q1 1.IJR 2.AAPL 3.WBA 4.MA 5.BCRUSD 6.IDXX 7.SBUX 8.BRK-B 9.BDX 10.UBER
2015 Q4	90	$238.8M	19	1IJR 2AAPL 3WBA Top holdings2015 Q4 1.IJR 2.AAPL 3.WBA 4.MA 5.SBUX 6.BDX 7.BCRUSD 8.UBER 9.IDXX 10.NKE
2015 Q3	90	$224.0M	13	1IJR 2AAPL 3WBA Top holdings2015 Q3 1.IJR 2.AAPL 3.WBA 4.MA 5.SBUX 6.BCRUSD 7.IDXX 8.NKE 9.BRK-B 10.BDX
2015 Q2	97	$228.0M	13	1IJR 2AAPL 3WBA Top holdings2015 Q2 1.IJR 2.AAPL 3.WBA 4.MA 5.966837 6.BDX 7.SBUX 8.BRK-B 9.BCRUSD 10.NKE
2015 Q1	97	$215.4M	28	1IJR 2AAPL 3WBA Top holdings2015 Q1 1.IJR 2.AAPL 3.WBA 4.MA 5.BRK-B 6.IDXX 7.BDX 8.UBER 9.BCRUSD 10.RMD
2014 Q4	88	$193.1M	20	1AAPL 2WBA 3MA Top holdings2014 Q4 1.AAPL 2.WBA 3.MA 4.INTC 5.BRK-B 6.IDXX 7.BDX 8.QCOM 9.MMM 10.BCRUSD
2014 Q3	85	$177.7M	21	1AAPL 2INTC 3BRK-B Top holdings2014 Q3 1.AAPL 2.INTC 3.BRK-B 4.MA 5.931422 6.QCOM 7.018490 8.PEP 9.IBM 10.AFL
2014 Q2	87	$189.9M	20	1IJR 2AAPL3931422 Top holdings2014 Q2 1.IJR 2.AAPL 3.931422 4.INTC 5.QCOM 6.MA 7.CMI 8.BRK-B 9.AFL 10.018490
2014 Q1	91	$197.1M	20	1IJR 2AAPL 3WAB Top holdings2014 Q1 1.IJR 2.AAPL 3.WAB 4.931422 5.MA 6.BRK-B 7.CMI 8.GOOG 9.BA 10.TFX
2013 Q4	88	$193.8M	12	1AAPL 2WAB 3MA Top holdings2013 Q4 1.AAPL 2.WAB 3.MA 4.BA 5.GOOG 6.931422 7.CMI 8.BRK-B 9.ADP 10.SBUX
2013 Q3	87	$180.6M	18	1MA 2AAPL 3WAB Top holdings2013 Q3 1.MA 2.AAPL 3.WAB 4.BA 5.RMD 6.SBUX 7.BRK-B 8.931422 9.CMI 10.SCZ
2013 Q2	90	$183.5M	0	1IJR 2MA 3AAPL Top holdings2013 Q2 1.IJR 2.MA 3.AAPL 4.BRK-B 5.WAB 6.BA 7.PEP 8.RMD 9.66987M 10.XOM

Holding changes this quarter

Position changes disclosed by West Coast Financial LLC for the quarter ending 2025-06-30, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action

Filing History

Period	Filed	Type	EDGAR
2025 Q2	2025-08-14	13F-HR	View on EDGAR
2025 Q1	2025-04-11	13F-HR	View on EDGAR
2024 Q4	2025-01-15	13F-HR	View on EDGAR
2024 Q3	2024-10-09	13F-HR	View on EDGAR
2024 Q2	2024-07-22	13F-HR	View on EDGAR
2024 Q1	2024-04-12	13F-HR	View on EDGAR
2023 Q4	2024-01-11	13F-HR	View on EDGAR
2023 Q3	2023-11-03	13F-HR	View on EDGAR
2023 Q2	2023-08-08	13F-HR	View on EDGAR
2023 Q1	2023-05-08	13F-HR	View on EDGAR
2022 Q4	2023-02-14	13F-HR	View on EDGAR
2022 Q3	2022-11-01	13F-HR	View on EDGAR
2022 Q2	2022-07-11	13F-HR	View on EDGAR
2022 Q1	2022-04-20	13F-HR	View on EDGAR
2021 Q4	2022-01-19	13F-HR	View on EDGAR
2021 Q3	2021-11-03	13F-HR	View on EDGAR
2021 Q2	2021-07-28	13F-HR	View on EDGAR
2021 Q1	2021-05-10	13F-HR	View on EDGAR
2020 Q4	2021-02-03	13F-HR	View on EDGAR
2020 Q3	2020-11-05	13F-HR	View on EDGAR
2020 Q2	2020-07-13	13F-HR	View on EDGAR
2020 Q1	2020-04-21	13F-HR	View on EDGAR
2019 Q4	2020-01-17	13F-HR	View on EDGAR
2019 Q3	2019-10-16	13F-HR	View on EDGAR
2019 Q2	2019-07-16	13F-HR	View on EDGAR
2019 Q1	2019-04-22	13F-HR	View on EDGAR
2018 Q4	2019-01-29	13F-HR	View on EDGAR
2018 Q3	2018-10-19	13F-HR	View on EDGAR
2018 Q2	2018-07-16	13F-HR	View on EDGAR
2018 Q1	2018-04-17	13F-HR	View on EDGAR
2017 Q4	2018-01-19	13F-HR	View on EDGAR
2017 Q3	2017-11-02	13F-HR	View on EDGAR
2017 Q2	2017-07-18	13F-HR	View on EDGAR
2017 Q1	2017-04-20	13F-HR	View on EDGAR
2016 Q4	2017-01-20	13F-HR	View on EDGAR
2016 Q3	2016-10-24	13F-HR	View on EDGAR
2016 Q2	2016-08-02	13F-HR	View on EDGAR
2016 Q1	2016-05-02	13F-HR	View on EDGAR
2015 Q4	2016-02-05	13F-HR	View on EDGAR
2015 Q3	2015-10-15	13F-HR	View on EDGAR
2015 Q2	2015-07-31	13F-HR	View on EDGAR
2015 Q1	2015-05-11	13F-HR	View on EDGAR
2014 Q4	2015-01-26	13F-HR	View on EDGAR
2014 Q3	2014-11-06	13F-HR	View on EDGAR
2014 Q2	2014-08-06	13F-HR	View on EDGAR
2014 Q1	2014-05-13	13F-HR	View on EDGAR
2013 Q4	2014-01-08	13F-HR	View on EDGAR
2013 Q3	2013-10-08	13F-HR	View on EDGAR
2013 Q2	2013-08-09	13F-HR	View on EDGAR

FAQ

What is West Coast Financial LLC and what type of investor is it?

West Coast Financial LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2025-06-30), the firm manages a tracked equity portfolio valued at approximately —, spread across 1 disclosed positions.

What are West Coast Financial LLC's largest equity positions?

Based on the latest 13F filing, West Coast Financial LLC's top holdings by market value are: 1. Ikena Oncology INC — $0.0

What changes did West Coast Financial LLC make in its most recent portfolio filing?

No notable portfolio changes were recorded for West Coast Financial LLC in the most recent quarter. Holdings appear to have remained relatively stable.

What sectors does West Coast Financial LLC focus on?

Sector breakdown data is not yet available for West Coast Financial LLC. Check back after the next 13F processing cycle.

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Full API & MCP documentation →

Developer Access

Access West Coast Financial LLC's institutional profile programmatically:

REST API

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West Coast Financial LLC — Quarterly 13F Report (Q2 2025) with Charts & AI Insights

CIK: 0001511985

Long-term holder

Total reported value

—

Reporting period: 2025-06-30 · Number of holdings: 1

West Coast Financial LLC disclosed 1 holdings in its latest 13F filing for the period ending 2025-06-30, with total reported value of — and a quarterly turnover rate of 0.0%.

Browse other institutions starting with "W"

Personality snowflake

Concentration: 0
Portfolio Stability: 0
Momentum/Contrarian: 50
Sector conviction: 0
Diversification: 2
Sizing Uniformity: —

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/13f/west-coast-financial-llc

Recent moves

No holding changes this quarter

Holdings Map

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change	4Q Trend
1	✓	Ikena Oncology INC	Stock-Other	—	—	—

Portfolio Performance

Performance for Q3 2026

—

Performance Last 4 Quarters

+3.1%

Based on 61% of reported portfolio value with available pricing

Stdev: +11.5%
Beta: +0.82
Alpha: -4.8%
Max Drawdown: -6.8%
Annualized Perf: +10.4%
Batting Avg vs S&P: +32%
Sortino: +1.6
Stutzer: +0.27
Treynor: +0.13
Sterling: +0.67
Calmar: +1.52
Information Ratio: -1.67
Tracking Error: +4.9%
Stdev Down: +6.6%
Winning Months %: +68%
Losing Months %: +32%
Best 12 Months: +27%
Worst 12 Months: +4.7%
Efficiency Ratio: +0.31
Sharpe: +0.92
Stdev Sectors: —
Skewness: -0.1
Kurtosis: -0.71
Upside Potential: +3.45

Reported value over time

Sector allocation

Not enough sector-mapped data yet

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2025 Q2	1	—	0
2025 Q1	162	$876.0M	100	1IJR 2SCHO 3IVV Top holdings2025 Q1 1.IJR 2.SCHO 3.IVV 4.SCHR 5.AAPL 6.MBB 7.MA 8.GOOGL 9.MSFT 10.BRK-B
2024 Q4	165	$907.6M	0	1IJR 2IVV 3SCHO Top holdings2024 Q4 1.IJR 2.IVV 3.SCHO 4.AAPL 5.SCHR 6.MBB 7.GOOGL 8.MSFT 9.MA 10.APH
2024 Q3	172	$909.1M	0	1IJR 2IVV 3SCHO Top holdings2024 Q3 1.IJR 2.IVV 3.SCHO 4.AAPL 5.SCHR 6.MBB 7.MSFT 8.GOOGL 9.MA 10.APH
2024 Q2	166	$844.0M	0	1IJR 2IVV 3SCHO Top holdings2024 Q2 1.IJR 2.IVV 3.SCHO 4.AAPL 5.SCHR 6.MBB 7.GOOGL 8.MSFT 9.MA 10.APH
2024 Q1	162	$824.2M	0	1IJR 2IVV 3SCHO Top holdings2024 Q1 1.IJR 2.IVV 3.SCHO 4.AAPL 5.SCHR 6.MSFT 7.MBB 8.GOOGL 9.MA 10.WSM
2023 Q4	158	$762.1M	0	1IJR 2IVV 3AAPL Top holdings2023 Q4 1.IJR 2.IVV 3.AAPL 4.SCHO 5.MSFT 6.SCHR 7.MBB 8.GOOGL 9.MA 10.PEP
2023 Q3	143	$670.5M	0	1IJR 2IVV 3AAPL Top holdings2023 Q3 1.IJR 2.IVV 3.AAPL 4.SCHO 5.GOOGL 6.MSFT 7.MBB 8.SCHR 9.MA 10.BRK-B
2023 Q2	151	$707.1M	0	1IJR 2IVV 3AAPL Top holdings2023 Q2 1.IJR 2.IVV 3.AAPL 4.MSFT 5.SCHO 6.GOOGL 7.SCHR 8.MBB 9.PEP 10.MA
2023 Q1	134	$653.5M	0	1IJR 2IVV 3AAPL Top holdings2023 Q1 1.IJR 2.IVV 3.AAPL 4.SCHO 5.SCHR 6.MSFT 7.GOOGL 8.MBB 9.PEP 10.MA
2022 Q4	127	$590.0M	0	1IJR 2IVV 3AAPL Top holdings2022 Q4 1.IJR 2.IVV 3.AAPL 4.SCHO 5.SCHR 6.PEP 7.MSFT 8.MBB 9.KEYS 10.MA
2022 Q3	122	$543.4M	0	1IJR 2IVV 3SCHO Top holdings2022 Q3 1.IJR 2.IVV 3.SCHO 4.AAPL 5.SCHR 6.MBB 7.GOOGL 8.MSFT 9.PEP 10.KEYS
2022 Q2	126	$563.3M	0	1IJR 2IVV 3AAPL Top holdings2022 Q2 1.IJR 2.IVV 3.AAPL 4.SCHO 5.SCHR 6.GOOGL 7.MBB 8.MSFT 9.PEP 10.AFL
2022 Q1	135	$651.1M	0	1IJR 2IVV 3AAPL Top holdings2022 Q1 1.IJR 2.IVV 3.AAPL 4.GOOGL 5.MSFT 6.MBB 7.SCHR 8.AMAT 9.SCHO 10.AFL
2021 Q4	136	$698.9M	0	1IJR 2IVV 3AAPL Top holdings2021 Q4 1.IJR 2.IVV 3.AAPL 4.GOOGL 5.MSFT 6.AMAT 7.KEYS 8.SCHR 9.MBB 10.META
2021 Q3	133	$621.3M	0	1IJR 2IVV 3AAPL Top holdings2021 Q3 1.IJR 2.IVV 3.AAPL 4.GOOGL 5.MSFT 6.AMAT 7.ALGN 8.META 9.KEYS 10.DIS
2021 Q2	133	$613.2M	97	1IJR 2IVV 3AAPL Top holdings2021 Q2 1.IJR 2.IVV 3.AAPL 4.GOOGL 5.AMAT 6.MSFT 7.META 8.ALGN 9.SBUX 10.OMCL
2021 Q1	124	$575.4M	14	1IJR 2IVV 3AAPL Top holdings2021 Q1 1.IJR 2.IVV 3.AAPL 4.AMAT 5.GOOGL 6.MA 7.MSFT 8.SBUX 9.DIS 10.ALGN
2020 Q4	119	$519.7M	19	1IJR 2IVV 3AAPL Top holdings2020 Q4 1.IJR 2.IVV 3.AAPL 4.MA 5.ALGN 6.MSFT 7.SBUX 8.DIS 9.GOOGL 10.AMAT
2020 Q3	104	$442.7M	13	1IJR 2IVV 3AAPL Top holdings2020 Q3 1.IJR 2.IVV 3.AAPL 4.MA 5.MSFT 6.META 7.SBUX 8.GOOGL 9.INTC 10.ALGN
2020 Q2	103	$410.5M	43	1IJR 2IVV 3AAPL Top holdings2020 Q2 1.IJR 2.IVV 3.AAPL 4.MSFT 5.MA 6.META 7.GOOGL 8.RMD 9.INTC 10.SBUX
2020 Q1	96	$375.9M	44	1IJR 2SPLV 3AAPL Top holdings2020 Q1 1.IJR 2.SPLV 3.AAPL 4.XSLV 5.MA 6.INTC 7.BRK-B 8.TER 9.MSFT 10.SCHO
2019 Q4	106	$468.9M	10	1IJR 2SPLV 3XSLV Top holdings2019 Q4 1.IJR 2.SPLV 3.XSLV 4.AAPL 5.MA 6.INTC 7.BRK-B 8.AMAT 9.TER 10.AFL
2019 Q3	109	$441.3M	16	1IJR 2SPLV 3AAPL Top holdings2019 Q3 1.IJR 2.SPLV 3.AAPL 4.XSLV 5.MA 6.BRK-B 7.INTC 8.AFL 9.SBUX 10.CVCO
2019 Q2	109	$437.3M	22	1IJR 2SPLV 3MA Top holdings2019 Q2 1.IJR 2.SPLV 3.MA 4.AAPL 5.XSLV 6.BRK-B 7.AFL 8.INTC 9.CERNCHF 10.BDX
2019 Q1	114	$423.6M	27	1IJR 2SPLV 3AAPL Top holdings2019 Q1 1.IJR 2.SPLV 3.AAPL 4.MA 5.INTC 6.BRK-B 7.STE 8.IVV 9.AFL 10.BDX
2018 Q4	106	$352.4M	37	1IJR 2SPLV 3AAPL Top holdings2018 Q4 1.IJR 2.SPLV 3.AAPL 4.IVV 5.MA 6.BRK-B 7.INTC 8.AFL 9.STE 10.BDX
2018 Q3	134	$433.7M	36	1IJR 2AAPL 3SPLV Top holdings2018 Q3 1.IJR 2.AAPL 3.SPLV 4.MA 5.BRK-B 6.BDX 7.STE 8.INTC 9.CERNCHF 10.AFL
2018 Q2	108	$361.7M	20	1IJR 2MA 3AAPL Top holdings2018 Q2 1.IJR 2.MA 3.AAPL 4.SPLV 5.AEO 6.BRK-B 7.INTC 8.BDX 9.STE 10.BA
2018 Q1	107	$350.0M	14	1IJR 2MA373937B Top holdings2018 Q1 1.IJR 2.MA 3.73937B 4.AAPL 5.BRK-B 6.INTC 7.AEO 8.AFL 9.BDX 10.CERNCHF
2017 Q4	109	$355.5M	21	1IJR 2MA 3AAPL Top holdings2017 Q4 1.IJR 2.MA 3.AAPL 4.BRK-B 5.CERNCHF 6.INTC 7.73937B 8.AFL 9.BDX 10.PII
2017 Q3	140	$368.4M	24	1IJR 2AAPL 3MA Top holdings2017 Q3 1.IJR 2.AAPL 3.MA 4.BRK-B 5.CERNCHF 6.AFL 7.STE 8.BDX 9.INTC 10.WBA
2017 Q2	112	$312.9M	17	1IJR 2AAPL 3MA Top holdings2017 Q2 1.IJR 2.AAPL 3.MA 4.CERNCHF 5.BRK-B 6.AFL 7.BDX 8.UBER 9.WBA 10.PEP
2017 Q1	122	$314.6M	15	1IJR 2AAPL 3MA Top holdings2017 Q1 1.IJR 2.AAPL 3.MA 4.BRK-B 5.CERNCHF 6.WBA 7.MMM 8.INTC 9.AFL 10.BDX
2016 Q4	127	$314.4M	14	1IJR 2AAPL 3IDXX Top holdings2016 Q4 1.IJR 2.AAPL 3.IDXX 4.BRK-B 5.MA 6.CMI 7.WBA 8.INTC 9.CERNCHF 10.MMM
2016 Q3	134	$311.6M	31	1IJR 2AAPL 3IDXX Top holdings2016 Q3 1.IJR 2.AAPL 3.IDXX 4.MA 5.BRK-B 6.CMI 7.WBA 8.INTC 9.BDX 10.AFL
2016 Q2	114	$276.7M	21	1IJR 2IDXX 3BCRUSD Top holdings2016 Q2 1.IJR 2.IDXX 3.BCRUSD 4.AAPL 5.WBA 6.BDX 7.MA 8.BRK-B 9.AFL 10.SBUX
2016 Q1	86	$242.5M	18	1IJR 2AAPL 3WBA Top holdings2016 Q1 1.IJR 2.AAPL 3.WBA 4.MA 5.BCRUSD 6.IDXX 7.SBUX 8.BRK-B 9.BDX 10.UBER
2015 Q4	90	$238.8M	19	1IJR 2AAPL 3WBA Top holdings2015 Q4 1.IJR 2.AAPL 3.WBA 4.MA 5.SBUX 6.BDX 7.BCRUSD 8.UBER 9.IDXX 10.NKE
2015 Q3	90	$224.0M	13	1IJR 2AAPL 3WBA Top holdings2015 Q3 1.IJR 2.AAPL 3.WBA 4.MA 5.SBUX 6.BCRUSD 7.IDXX 8.NKE 9.BRK-B 10.BDX
2015 Q2	97	$228.0M	13	1IJR 2AAPL 3WBA Top holdings2015 Q2 1.IJR 2.AAPL 3.WBA 4.MA 5.966837 6.BDX 7.SBUX 8.BRK-B 9.BCRUSD 10.NKE
2015 Q1	97	$215.4M	28	1IJR 2AAPL 3WBA Top holdings2015 Q1 1.IJR 2.AAPL 3.WBA 4.MA 5.BRK-B 6.IDXX 7.BDX 8.UBER 9.BCRUSD 10.RMD
2014 Q4	88	$193.1M	20	1AAPL 2WBA 3MA Top holdings2014 Q4 1.AAPL 2.WBA 3.MA 4.INTC 5.BRK-B 6.IDXX 7.BDX 8.QCOM 9.MMM 10.BCRUSD
2014 Q3	85	$177.7M	21	1AAPL 2INTC 3BRK-B Top holdings2014 Q3 1.AAPL 2.INTC 3.BRK-B 4.MA 5.931422 6.QCOM 7.018490 8.PEP 9.IBM 10.AFL
2014 Q2	87	$189.9M	20	1IJR 2AAPL3931422 Top holdings2014 Q2 1.IJR 2.AAPL 3.931422 4.INTC 5.QCOM 6.MA 7.CMI 8.BRK-B 9.AFL 10.018490
2014 Q1	91	$197.1M	20	1IJR 2AAPL 3WAB Top holdings2014 Q1 1.IJR 2.AAPL 3.WAB 4.931422 5.MA 6.BRK-B 7.CMI 8.GOOG 9.BA 10.TFX
2013 Q4	88	$193.8M	12	1AAPL 2WAB 3MA Top holdings2013 Q4 1.AAPL 2.WAB 3.MA 4.BA 5.GOOG 6.931422 7.CMI 8.BRK-B 9.ADP 10.SBUX
2013 Q3	87	$180.6M	18	1MA 2AAPL 3WAB Top holdings2013 Q3 1.MA 2.AAPL 3.WAB 4.BA 5.RMD 6.SBUX 7.BRK-B 8.931422 9.CMI 10.SCZ
2013 Q2	90	$183.5M	0	1IJR 2MA 3AAPL Top holdings2013 Q2 1.IJR 2.MA 3.AAPL 4.BRK-B 5.WAB 6.BA 7.PEP 8.RMD 9.66987M 10.XOM

Holding changes this quarter

Position changes disclosed by West Coast Financial LLC for the quarter ending 2025-06-30, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action

Filing History

Period	Filed	Type	EDGAR
2025 Q2	2025-08-14	13F-HR	View on EDGAR
2025 Q1	2025-04-11	13F-HR	View on EDGAR
2024 Q4	2025-01-15	13F-HR	View on EDGAR
2024 Q3	2024-10-09	13F-HR	View on EDGAR
2024 Q2	2024-07-22	13F-HR	View on EDGAR
2024 Q1	2024-04-12	13F-HR	View on EDGAR
2023 Q4	2024-01-11	13F-HR	View on EDGAR
2023 Q3	2023-11-03	13F-HR	View on EDGAR
2023 Q2	2023-08-08	13F-HR	View on EDGAR
2023 Q1	2023-05-08	13F-HR	View on EDGAR
2022 Q4	2023-02-14	13F-HR	View on EDGAR
2022 Q3	2022-11-01	13F-HR	View on EDGAR
2022 Q2	2022-07-11	13F-HR	View on EDGAR
2022 Q1	2022-04-20	13F-HR	View on EDGAR
2021 Q4	2022-01-19	13F-HR	View on EDGAR
2021 Q3	2021-11-03	13F-HR	View on EDGAR
2021 Q2	2021-07-28	13F-HR	View on EDGAR
2021 Q1	2021-05-10	13F-HR	View on EDGAR
2020 Q4	2021-02-03	13F-HR	View on EDGAR
2020 Q3	2020-11-05	13F-HR	View on EDGAR
2020 Q2	2020-07-13	13F-HR	View on EDGAR
2020 Q1	2020-04-21	13F-HR	View on EDGAR
2019 Q4	2020-01-17	13F-HR	View on EDGAR
2019 Q3	2019-10-16	13F-HR	View on EDGAR
2019 Q2	2019-07-16	13F-HR	View on EDGAR
2019 Q1	2019-04-22	13F-HR	View on EDGAR
2018 Q4	2019-01-29	13F-HR	View on EDGAR
2018 Q3	2018-10-19	13F-HR	View on EDGAR
2018 Q2	2018-07-16	13F-HR	View on EDGAR
2018 Q1	2018-04-17	13F-HR	View on EDGAR
2017 Q4	2018-01-19	13F-HR	View on EDGAR
2017 Q3	2017-11-02	13F-HR	View on EDGAR
2017 Q2	2017-07-18	13F-HR	View on EDGAR
2017 Q1	2017-04-20	13F-HR	View on EDGAR
2016 Q4	2017-01-20	13F-HR	View on EDGAR
2016 Q3	2016-10-24	13F-HR	View on EDGAR
2016 Q2	2016-08-02	13F-HR	View on EDGAR
2016 Q1	2016-05-02	13F-HR	View on EDGAR
2015 Q4	2016-02-05	13F-HR	View on EDGAR
2015 Q3	2015-10-15	13F-HR	View on EDGAR
2015 Q2	2015-07-31	13F-HR	View on EDGAR
2015 Q1	2015-05-11	13F-HR	View on EDGAR
2014 Q4	2015-01-26	13F-HR	View on EDGAR
2014 Q3	2014-11-06	13F-HR	View on EDGAR
2014 Q2	2014-08-06	13F-HR	View on EDGAR
2014 Q1	2014-05-13	13F-HR	View on EDGAR
2013 Q4	2014-01-08	13F-HR	View on EDGAR
2013 Q3	2013-10-08	13F-HR	View on EDGAR
2013 Q2	2013-08-09	13F-HR	View on EDGAR

FAQ

What is West Coast Financial LLC and what type of investor is it?

What are West Coast Financial LLC's largest equity positions?

Based on the latest 13F filing, West Coast Financial LLC's top holdings by market value are: 1. Ikena Oncology INC — $0.0

What changes did West Coast Financial LLC make in its most recent portfolio filing?

No notable portfolio changes were recorded for West Coast Financial LLC in the most recent quarter. Holdings appear to have remained relatively stable.

What sectors does West Coast Financial LLC focus on?

Sector breakdown data is not yet available for West Coast Financial LLC. Check back after the next 13F processing cycle.

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