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CIK: 0001511985
Total reported value
—
$909.1M
172 檔
35.9%
In Q3 2024, West Coast Financial LLC's U.S. equity holdings reached a combined market value of $909.1M, distributed across 172 disclosed stock positions.
During Q3 2024, West Coast Financial LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 15.83% | — | +0.46% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.09% | — | +1.62% | |
| 3 | SCHO | Schwab Short-term US Treas | ETF-Other | 5.05% | — | +19.26% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.14% | — | +0.03% | |
| 5 | SCHR | Schwab Intermediate-term US | ETF-Other | 3.77% | — | +13.08% | |
| 6 | MBB | Ishares Mbs ETF | ETF-Other | 3.02% | — | +6.07% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.47% | — | +0.31% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.47% | — | +0.58% | |
| 9 | MA | Mastercard Inc - A | Stock-Financials | 2.13% | — | +0.46% | |
| 10 | APH | Amphenol Corp-cl A | Stock-Tech | 1.78% | — | -0.79% | |
| 11 | PSA | Public Storage | Stock-Real Estate | 1.72% | — | +0.51% | |
| 12 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 1.64% | — | +1.15% | |
| 13 | GWW | Ww Grainger Inc | Stock-Industrials | 1.64% | — | -0.21% | |
| 14 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.60% | — | +0.12% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.57% | — | +0.01% | |
| 16 | ZTS | Zoetis Inc | Stock-Healthcare | 1.49% | — | +1.72% | |
| 17 | WM | Waste Management Inc | Stock-Industrials | 1.43% | — | +0.10% | |
| 18 | ACN | Accenture plc | Stock-Tech | 1.35% | — | +1.16% | |
| 19 | ITW | Illinois Tool Works | Stock-Industrials | 1.34% | — | +0.77% | |
| 20 | SYK | Stryker CORP | Stock-Healthcare | 1.33% | — | +0.40% | |
| 21 | MANH | Manhattan Associates Inc | Stock-Tech | 1.30% | — | -22.42% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.15% | — | +764.74% | |
| 23 | SNA | Snap-on Inc | Stock-Industrials | 1.14% | — | +0.03% | |
| 24 | AMT | American Tower CORP | Stock-Real Estate | 1.10% | — | +0.94% | |
| 25 | CRVL | Corvel CORP | Stock-Other | 1.08% | — | +0.38% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.06% | — | -0.05% | |
| 27 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.06% | — | +1.80% | |
| 28 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 1.05% | — | +60.03% | |
| 29 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 1.04% | — | +0.61% | |
| 30 | HD | Home Depot Inc | Stock-Consumer Disc | 1.02% | — | -0.16% | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 1.02% | — | +0.89% | |
| 32 | SPGI | S&p Global Inc | Stock-Financials | 0.99% | — | +0.09% | |
| 33 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.97% | — | +1.55% | |
| 34 | AAON | Aaon Inc | Stock-Industrials | 0.95% | — | +1.35% | |
| 35 | RMD | Resmed Inc | Stock-Healthcare | 0.95% | — | -0.98% | |
| 36 | KR | Kroger Co | Stock-Consumer Staples | 0.94% | — | +0.32% | |
| 37 | JKHY | Jack Henry & Associates Inc | Stock-Tech | 0.91% | — | +0.22% | |
| 38 | MMS | Maximus Inc | Stock-Industrials | 0.91% | — | -0.23% | |
| 39 | SEIC | Sei Investments Company | Stock-Financials | 0.89% | — | +1.08% | |
| 40 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 0.89% | — | — | |
| 41 | GNTX | Gentex CORP | Stock-Consumer Disc | 0.69% | — | -0.31% | |
| 42 | JBHT | Hunt (jb) Transprt Svcs Inc | Stock-Industrials | 0.57% | — | -1.25% | |
| 43 | KLAC | Kla CORP | Stock-Tech | 0.56% | — | -55.42% | |
| 44 | ENSG | Ensign Group Inc/the | Stock-Healthcare | 0.53% | — | +2.78% | |
| 45 | FN | Fabrinet | Stock-Tech | 0.52% | — | — | |
| 46 | EHC | Encompass Health CORP | Stock-Healthcare | 0.51% | — | +1.48% | |
| 47 | INGR | Ingredion Inc | Stock-Consumer Staples | 0.50% | — | — | |
| 48 | TGT | Target CORP | Stock-Consumer Disc | 0.49% | — | -2.06% | |
| 49 | HALO | Halozyme Therapeutics Inc | Stock-Healthcare | 0.45% | — | — | |
| 50 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.45% | — | -4.68% |
According to official SEC Form 13F filings, West Coast Financial LLC reported a total U.S. public equity portfolio value of $909.1M across 172 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IJR, IVV, SCHO) accounted for 35.9% of total reported equity market value during Q3 2024.
During Q3 2024, West Coast Financial LLC's top holdings by market value included IJR (15.8%)、IVV (7.1%)、SCHO (5.0%). The largest single position, IJR, represented 15.8% of total portfolio value.
In Q3 2024, West Coast Financial LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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