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CIK: 0001511985
Total reported value
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$907.6M
165 檔
37.8%
At the close of Q4 2024, West Coast Financial LLC disclosed equity holdings valued at approximately $907.6M, spread across 165 reported holdings.
During Q4 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 | 15.63% | — | +0.06% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.34% | — | +1.39% | |
| 3 | SCHO | Schwab Short-term US Treas | ETF-Other | 6.51% | — | +162.21% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.44% | — | -0.15% | |
| 5 | SCHR | Schwab Intermediate-term US | ETF-Other | 3.82% | — | +110.61% | |
| 6 | MBB | Ishares Mbs ETF | ETF-Other | 3.13% | — | +8.30% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.86% | — | +1.34% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.44% | — | +0.40% | |
| 9 | MA | Mastercard Inc - A | Stock-Financials | 2.28% | — | +0.47% | |
| 10 | APH | Amphenol Corp-cl A | Stock-Tech | 1.88% | — | -1.06% | |
| 11 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 1.59% | — | +1.41% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.55% | — | +0.24% | |
| 13 | WM | Waste Management Inc | Stock-Industrials | 1.40% | — | +0.75% | |
| 14 | SNA | Snap-on Inc | Stock-Industrials | 1.36% | — | +1.78% | |
| 15 | ACN | Accenture plc | Stock-Tech | 1.36% | — | +1.20% | |
| 16 | SYK | Stryker CORP | Stock-Healthcare | 1.35% | — | +1.39% | |
| 17 | ITW | Illinois Tool Works | Stock-Industrials | 1.31% | — | +1.44% | |
| 18 | ZTS | Zoetis Inc | Stock-Healthcare | 1.27% | — | +1.63% | |
| 19 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 1.26% | — | +1.08% | |
| 20 | MANH | Manhattan Associates Inc | Stock-Tech | 1.26% | — | +0.49% | |
| 21 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 1.25% | — | -0.83% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.23% | — | +3032.57% | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 1.19% | — | +1.29% | |
| 24 | CRVL | Corvel CORP | Stock-Other | 1.11% | — | +201.36% | |
| 25 | GWW | Ww Grainger Inc | Stock-Industrials | 1.10% | — | -34.17% | |
| 26 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 1.09% | — | -6.88% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.08% | — | -0.54% | |
| 28 | SEIC | Sei Investments Company | Stock-Financials | 1.07% | — | +0.61% | |
| 29 | AAON | Aaon Inc | Stock-Industrials | 1.05% | — | +0.24% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.01% | — | -1.91% | |
| 31 | KR | Kroger Co | Stock-Consumer Staples | 1.00% | — | +0.29% | |
| 32 | PSA | Public Storage | Stock-Real Estate | 0.98% | — | -31.04% | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.98% | — | +2.20% | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 0.98% | — | -0.16% | |
| 35 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.97% | — | -32.29% | |
| 36 | SPGI | S&p Global Inc | Stock-Financials | 0.96% | — | +0.52% | |
| 37 | JKHY | Jack Henry & Associates Inc | Stock-Tech | 0.92% | — | +1.68% | |
| 38 | RMD | Resmed Inc | Stock-Healthcare | 0.89% | — | -0.43% | |
| 39 | ADBE | Adobe Inc | Stock-Tech | 0.89% | — | — | |
| 40 | AMT | American Tower CORP | Stock-Real Estate | 0.88% | — | +0.85% | |
| 41 | MMS | Maximus Inc | Stock-Industrials | 0.74% | — | +1.74% | |
| 42 | GNTX | Gentex CORP | Stock-Consumer Disc | 0.67% | — | +0.03% | |
| 43 | INGR | Ingredion Inc | Stock-Consumer Staples | 0.52% | — | +1.95% | |
| 44 | ENSG | Ensign Group Inc/the | Stock-Healthcare | 0.50% | — | +2.24% | |
| 45 | EHC | Encompass Health CORP | Stock-Healthcare | 0.49% | — | +1.92% | |
| 46 | FN | Fabrinet | Stock-Tech | 0.48% | — | -1.62% | |
| 47 | HCI | Hci Group Inc | Stock-Other | 0.47% | — | -0.84% | |
| 48 | HAE | Haemonetics Corp/mass | Stock-Other | 0.41% | — | +0.06% | |
| 49 | HLI | Houlihan Lokey Inc | Stock-Financials | 0.39% | — | -7.72% | |
| 50 | ATR | Aptargroup Inc | Stock-Healthcare | 0.38% | — | +1.49% |
According to official SEC Form 13F filings, West Coast Financial LLC reported a total U.S. public equity portfolio value of $907.6M across 165 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IJR, IVV, SCHO) accounted for 37.8% of total reported equity market value during Q4 2024.
During Q4 2024, West Coast Financial LLC's top holdings by market value included IJR (15.6%)、IVV (7.3%)、SCHO (6.5%). The largest single position, IJR, represented 15.6% of total portfolio value.
In Q4 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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