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CIK: 0001511985
Total reported value
—
$876.0M
162 檔
41.3%
During the Q1 2025 filing period, West Coast Financial LLC (CIK: 0001511985) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $876.0M across 162 reported positions.
In Q1 2025, West Coast Financial LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 16.85% | — | +14.59% | |
| 2 | SCHO | Schwab Short-term US Treas | ETF-Other | 8.43% | — | +23.45% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.89% | — | +8.65% | |
| 4 | SCHR | Schwab Intermediate-term US | ETF-Other | 4.16% | — | +2.70% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.00% | — | -1.98% | |
| 6 | MBB | Ishares Mbs ETF | ETF-Other | 3.54% | — | +6.62% | |
| 7 | MA | Mastercard Inc - A | Stock-Financials | 2.39% | — | -2.75% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.37% | — | -2.11% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.17% | — | -3.56% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.86% | — | -1.71% | |
| 11 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 1.85% | — | -1.96% | |
| 12 | WM | Waste Management Inc | Stock-Industrials | 1.61% | — | -3.12% | |
| 13 | SYK | Stryker CORP | Stock-Healthcare | 1.42% | — | -2.06% | |
| 14 | SNA | Snap-on Inc | Stock-Industrials | 1.38% | — | -1.06% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 1.34% | — | -1.43% | |
| 16 | ITW | Illinois Tool Works | Stock-Industrials | 1.31% | — | -1.72% | |
| 17 | ZTS | Zoetis Inc | Stock-Healthcare | 1.28% | — | -3.39% | |
| 18 | ACN | Accenture plc | Stock-Tech | 1.23% | — | -1.51% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.19% | — | -0.75% | |
| 20 | KR | Kroger Co | Stock-Consumer Staples | 1.12% | — | -2.31% | |
| 21 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.10% | — | +0.85% | |
| 22 | APH | Amphenol Corp-cl A | Stock-Tech | 1.10% | — | -40.18% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.08% | — | -2.11% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.05% | — | -4.53% | |
| 25 | AMT | American Tower CORP | Stock-Real Estate | 1.05% | — | -2.80% | |
| 26 | GWW | Ww Grainger Inc | Stock-Industrials | 1.04% | — | -2.74% | |
| 27 | PSA | Public Storage | Stock-Real Estate | 0.99% | — | -2.33% | |
| 28 | SPGI | S&p Global Inc | Stock-Financials | 0.98% | — | -3.39% | |
| 29 | JKHY | Jack Henry & Associates Inc | Stock-Tech | 0.95% | — | -4.31% | |
| 30 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.94% | — | -4.72% | |
| 31 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 0.94% | — | -2.99% | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.92% | — | -3.82% | |
| 33 | RMD | Resmed Inc | Stock-Healthcare | 0.87% | — | -3.41% | |
| 34 | MANH | Manhattan Associates Inc | Stock-Tech | 0.81% | — | -3.36% | |
| 35 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.75% | — | +2772.36% | |
| 36 | ADBE | Adobe Inc | Stock-Tech | 0.75% | — | -5.46% | |
| 37 | MMS | Maximus Inc | Stock-Industrials | 0.70% | — | -1.30% | |
| 38 | HCI | Hci Group Inc | Stock-Other | 0.59% | — | -3.89% | |
| 39 | CRVL | Corvel CORP | Stock-Other | 0.57% | — | -50.83% | |
| 40 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 0.56% | — | -49.09% | |
| 41 | SEIC | Sei Investments Company | Stock-Financials | 0.55% | — | -47.45% | |
| 42 | EHC | Encompass Health CORP | Stock-Healthcare | 0.55% | — | -2.43% | |
| 43 | GNTX | Gentex CORP | Stock-Consumer Disc | 0.54% | — | -3.80% | |
| 44 | INGR | Ingredion Inc | Stock-Consumer Staples | 0.51% | — | -3.71% | |
| 45 | ENSG | Ensign Group Inc/the | Stock-Healthcare | 0.49% | — | -1.92% | |
| 46 | AAON | Aaon Inc | Stock-Industrials | 0.46% | — | -36.72% | |
| 47 | FN | Fabrinet | Stock-Tech | 0.42% | — | -4.79% | |
| 48 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.42% | — | +469.95% | |
| 49 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.38% | — | +5.28% | |
| 50 | ATR | Aptargroup Inc | Stock-Healthcare | 0.36% | — | -1.45% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IJR | Ishares Core S&p Small-cap E | — | NEW | New buy |
| 2 | SCHO | Schwab Short-term US Treas | — | NEW | New buy |
| 3 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 4 | SCHR | Schwab Intermediate-term US | — | NEW | New buy |
| 5 | AAPL | Apple Inc | — | NEW | New buy |
| 6 | MBB | Ishares Mbs ETF | — | NEW | New buy |
| 7 | MA | Mastercard Inc - A | — | NEW | New buy |
| 8 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 9 | MSFT | Microsoft CORP | — | NEW | New buy |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 11 | MRSH | Marsh & Mclennan Cos | — | NEW | New buy |
| 12 | WM | Waste Management Inc | — | NEW | New buy |
| 13 | SYK | Stryker CORP | — | NEW | New buy |
| 14 | SNA | Snap-on Inc | — | NEW | New buy |
| 15 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 16 | ITW | Illinois Tool Works | — | NEW | New buy |
| 17 | ZTS | Zoetis Inc | — | NEW | New buy |
| 18 | ACN | Accenture plc | — | NEW | New buy |
| 19 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 20 | KR | Kroger Co | — | NEW | New buy |
| 21 | EFA | Ishares Msci Eafe ETF | — | NEW | New buy |
| 22 | APH | Amphenol Corp-cl A | — | NEW | New buy |
| 23 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 24 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 25 | AMT | American Tower CORP | — | NEW | New buy |
| 26 | GWW | Ww Grainger Inc | — | NEW | New buy |
| 27 | PSA | Public Storage | — | NEW | New buy |
| 28 | SPGI | S&p Global Inc | — | NEW | New buy |
| 29 | JKHY | Jack Henry & Associates Inc | — | NEW | New buy |
| 30 | PEP | Pepsico Inc | — | NEW | New buy |
| 31 | LULU | Lululemon Athletica Inc | — | NEW | New buy |
| 32 | HD | Home Depot Inc | — | NEW | New buy |
| 33 | RMD | Resmed Inc | — | NEW | New buy |
| 34 | MANH | Manhattan Associates Inc | — | NEW | New buy |
| 35 | IEFA | Ishares Core Msci Eafe ETF | — | NEW | New buy |
| 36 | ADBE | Adobe Inc | — | NEW | New buy |
| 37 | MMS | Maximus Inc | — | NEW | New buy |
| 38 | HCI | Hci Group Inc | — | NEW | New buy |
| 39 | CRVL | Corvel CORP | — | NEW | New buy |
| 40 | WSM | Williams-sonoma Inc | — | NEW | New buy |
| 41 | SEIC | Sei Investments Company | — | NEW | New buy |
| 42 | EHC | Encompass Health CORP | — | NEW | New buy |
| 43 | GNTX | Gentex CORP | — | NEW | New buy |
| 44 | INGR | Ingredion Inc | — | NEW | New buy |
| 45 | ENSG | Ensign Group Inc/the | — | NEW | New buy |
| 46 | AAON | Aaon Inc | — | NEW | New buy |
| 47 | FN | Fabrinet | — | NEW | New buy |
| 48 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 49 | IVE | Ishares S&p 500 Value ETF | — | NEW | New buy |
| 50 | ATR | Aptargroup Inc | — | NEW | New buy |
According to official SEC Form 13F filings, West Coast Financial LLC reported a total U.S. public equity portfolio value of $876.0M across 162 disclosed positions in Q1 2025.
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, SCHO, IVV) accounted for 41.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
IJR
市值: $147.6M
During Q1 2025, West Coast Financial LLC's top holdings by market value included IJR (16.9%)、SCHO (8.4%)、IVV (7.9%). The largest single position, IJR, represented 16.9% of total portfolio value.
In Q1 2025, West Coast Financial LLC made 50 total portfolio adjustments, initiating 50 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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