West Coast Financial LLC

CIK

1511985

Location

SANTA BARBARA, CA

Portfolio Value

Small $467,117,953

Diversification

Diversified

Filing Date

Global Rank

#2,402 / 7,977 ▼ 57

Top Industry

Consumer Electronics 7.6%

3Y Alpha vs SPY

-11.4%

Period ended 1 year ago

Filed Apr 11, 2025 · 1y

21 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+31.0%

SPY

+76.3%

Annualised alpha

-11.4%

Max drawdown

−16.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

112 positions · as of Mar 31, 2025 · Δ vs Dec 31, 2024

Top Position

7.5%

−0.1 pts

Top 5

24.0%

+0.2 pts

Top 10

38.3%

+2.1 pts

HHI

256

Diversified+5

Portfolio Trend

21 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2025

Sector	% Portfolio	Value	Positions
Technology	23.7%	$110,878,456	20
Financial Services	20.6%	$96,382,541	19
Healthcare	13.7%	$64,214,706	18
Industrials	13.0%	$60,780,553	13
Consumer Cyclical	8.7%	$40,750,144	13
Consumer Defensive	7.8%	$36,297,956	15
Communication Services	6.6%	$30,766,296	4
Real Estate	3.9%	$18,115,165	3
Unclassified	1.0%	$4,523,366	3
Basic Materials	0.7%	$3,100,042	1
Energy	0.2%	$715,663	2
Utilities	0.1%	$593,065	1

Last Quarter's Activity

Export CSV

Mar 31, 2025 vs Dec 31, 2024

Added To

Positions the filer increased

18 positions

Ticker	Company	Δ Shares	Shares	Value
MRK	Merck & Co., Inc.	+33,479	40,603	$3,644,525
CPRT	Copart Inc	+592	6,792	$384,359
AMAT	Applied Materials Inc /De	+591	4,472	$648,976
CL	Colgate Palmolive Co	+544	6,096	$571,195
GLD	Spdr Gold Trust	+376	8,495	$2,447,749
AFL	Aflac Inc	+180	6,124	$680,927
SCHW	Schwab Charles Corp	+100	3,149	$246,503
NKE	NIKE, Inc.	+91	3,401	$215,895
NEE	Nextera Energy Inc	+76	8,366	$593,065
XOM	Exxon Mobil Corp	+74	4,293	$510,566
STE	STERIS plc	+63	1,658	$375,785
IDXX	Idexx Laboratories Inc /De	+58	954	$400,632
EMR	Emerson Electric Co	+53	2,148	$235,506
BMY	Bristol Myers Squibb Co	+36	4,144	$252,742
IBM	International Business Machines Corp	+28	1,310	$325,744
AMGN	Amgen Inc	+23	2,700	$841,185
WMT	Walmart Inc.	+3	7,698	$675,807
INTU	Intuit Inc.	+1	429	$263,401
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
APH	Amphenol Corp /De/	−98,851	147,163	$9,652,421
SEIC	Sei Investments Co	−56,044	62,059	$4,817,640
CRVL	Corvel Corp	−46,022	44,512	$4,984,008
WSM	Williams Sonoma Inc	−30,121	31,233	$4,937,937
AAON	Aaon, Inc.	−29,625	51,057	$3,989,083
GNTX	Gentex Corp	−8,068	204,162	$4,756,974
PG	PROCTER & GAMBLE Co	−4,411	15,958	$2,719,562
KR	Kroger Co	−3,441	145,478	$9,847,405
AAPL	Apple Inc.	−3,195	157,908	$35,076,104
GOOGL	Alphabet Inc.	−2,893	134,205	$20,753,461
COCO	Vita Coco Company, Inc.	−2,782	89,059	$2,729,658
PEP	Pepsico Inc	−2,728	55,076	$8,258,095
ZTS	Zoetis Inc.	−2,395	68,198	$11,228,800
HLI	Houlihan Lokey, Inc.	−2,382	17,930	$2,895,695
CPB	CAMPBELL'S Co	−2,115	12,564	$501,554
JKHY	Jack Henry & Associates Inc	−2,056	45,678	$8,340,802
WM	Waste Management Inc	−1,968	61,023	$14,127,434
MSFT	Microsoft Corp	−1,870	50,607	$18,997,361
VNT	Vontier Corp	−1,870	11,095	$364,470
DEO	Diageo PLC	−1,435	6,615	$693,185
MANH	Manhattan Associates Inc	−1,425	40,944	$7,084,949
HCI	HCI Group, Inc.	−1,410	34,870	$5,203,650
TSCO	Tractor Supply Co /De/	−1,390	20,607	$1,135,445
MRSH	Marsh & Mclennan Companies, Inc.	−1,332	66,483	$16,223,846
INGR	Ingredion Inc	−1,262	32,732	$4,425,693
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
CRM	Salesforce, Inc.	11,719	$3,144,910
ECL	Ecolab Inc.	12,228	$3,100,042
VZ	Verizon Communications Inc	4,601	$208,701
CVX	Chevron Corp	1,226	$205,097
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
EW	Edwards Lifesciences Corp	133,367	$9,873,159
HAE	Haemonetics Corp	47,212	$3,686,312
HALO	Halozyme Therapeutics, Inc.	68,127	$3,257,151
MAR	Marriott International Inc /Md/	792	$220,920
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

112 positions · $467,117,953 total · as of Mar 31, 2025

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 112 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	157,908	-3,195	$35,076,104	−13.1%	7.51%
MA	Mastercard Inc Financial Services	Reduced	38,261	-1,082	$20,971,619	+1.2%	4.49%
GOOGL	Alphabet Inc. Communication Services	Reduced	134,205	-2,893	$20,753,461	−20.0%	4.44%
MSFT	Microsoft Corp Technology	Reduced	50,607	-1,870	$18,997,361	−14.1%	4.07%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	30,518	-530	$16,253,276	+15.5%	3.48%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	Reduced	66,483	-1,332	$16,223,846	+12.6%	3.47%
WM	Waste Management Inc Industrials	Reduced	61,023	-1,968	$14,127,434	+11.1%	3.02%
SYK	Stryker Corp Healthcare	Reduced	33,320	-700	$12,403,370	+1.3%	2.66%
SNA	Snap-on Inc Industrials	Reduced	35,934	-384	$12,110,117	−1.8%	2.59%
V	Visa Inc. Financial Services	Reduced	33,579	-487	$11,768,096	+9.3%	2.52%
ITW	Illinois Tool Works Inc Industrials	Reduced	46,256	-810	$11,471,950	−3.9%	2.46%
ZTS	Zoetis Inc. Healthcare	Reduced	68,198	-2,395	$11,228,800	−2.4%	2.40%
ACN	Accenture plc Technology	Reduced	34,501	-528	$10,765,692	−12.6%	2.30%
JNJ	Johnson & Johnson Healthcare	Reduced	62,843	-475	$10,421,883	+13.8%	2.23%
KR	Kroger Co Consumer Defensive	Reduced	145,478	-3,441	$9,847,405	+8.1%	2.11%
APH	Amphenol Corp /De/ Technology	Reduced	147,163	-98,851	$9,652,421	−43.5%	2.07%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	49,616	-1,069	$9,439,940	−15.1%	2.02%
META	Meta Platforms, Inc. Communication Services	Reduced	15,966	-757	$9,202,163	−6.0%	1.97%
AMT	American Tower Corp /Ma/ Real Estate	Reduced	42,118	-1,214	$9,164,876	+15.3%	1.96%
GWW	W.W. Grainger, Inc. Industrials	Reduced	9,179	-259	$9,067,291	−8.9%	1.94%
PSA	Public Storage Real Estate	Reduced	28,975	-690	$8,671,927	−2.4%	1.86%
SPGI	S&P Global Inc. Financial Services	Reduced	16,860	-592	$8,566,566	−1.4%	1.83%
JKHY	Jack Henry & Associates Inc Technology	Reduced	45,678	-2,056	$8,340,802	−0.3%	1.79%
PEP	Pepsico Inc Consumer Defensive	Reduced	55,076	-2,728	$8,258,095	−6.0%	1.77%
LULU	lululemon athletica inc. Consumer Cyclical	Reduced	29,102	-898	$8,237,612	−28.2%	1.76%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	21,928	-871	$8,036,392	−9.4%	1.72%
RMD	Resmed Inc Healthcare	Reduced	34,133	-1,205	$7,640,672	−5.5%	1.64%
MANH	Manhattan Associates Inc Technology	Reduced	40,944	-1,425	$7,084,949	−38.1%	1.52%
ADBE	Adobe Inc. Technology	Reduced	17,119	-989	$6,565,650	−18.5%	1.41%
MMS	Maximus, Inc. Industrials	Reduced	89,320	-1,175	$6,090,730	−9.8%	1.30%
HCI	HCI Group, Inc. Financial Services	Reduced	34,870	-1,410	$5,203,650	+23.1%	1.11%
CRVL	Corvel Corp Financial Services	Reduced	44,512	-46,022	$4,984,008	−50.5%	1.07%
WSM	Williams Sonoma Inc Consumer Cyclical	Reduced	31,233	-30,121	$4,937,937	−56.5%	1.06%
SEIC	Sei Investments Co Financial Services	Reduced	62,059	-56,044	$4,817,640	−50.5%	1.03%
EHC	Encompass Health Corp Healthcare	Reduced	47,407	-1,181	$4,801,380	+7.0%	1.03%
GNTX	Gentex Corp Consumer Cyclical	Reduced	204,162	-8,068	$4,756,974	−22.0%	1.02%
INGR	Ingredion Inc Consumer Defensive	Reduced	32,732	-1,262	$4,425,693	−5.4%	0.95%
ENSG	Ensign Group, Inc Healthcare	Reduced	33,489	-657	$4,333,476	−4.5%	0.93%
AAON	Aaon, Inc. Industrials	Reduced	51,057	-29,625	$3,989,083	−58.0%	0.85%
FN	Fabrinet Technology	Reduced	18,766	-944	$3,706,472	−14.5%	0.79%
MRK	Merck & Co., Inc. Healthcare	Added	40,603	+33,479	$3,644,525	+414.3%	0.78%
ATR	Aptargroup, Inc. Healthcare	Reduced	21,471	-316	$3,185,866	−6.9%	0.68%
CRM	Salesforce, Inc. Technology	NEW	11,719	NEW	$3,144,910	NEW	0.67%
ECL	Ecolab Inc. Basic Materials	NEW	12,228	NEW	$3,100,042	NEW	0.66%
HLI	Houlihan Lokey, Inc. Financial Services	Reduced	17,930	-2,382	$2,895,695	−17.9%	0.62%
QLYS	Qualys, Inc. Technology	Reduced	22,280	-1,043	$2,805,720	−14.2%	0.60%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	2,916	-599	$2,757,894	−14.4%	0.59%
COCO	Vita Coco Company, Inc. Consumer Defensive	Reduced	89,059	-2,782	$2,729,658	−19.5%	0.58%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	15,958	-4,411	$2,719,562	−20.4%	0.58%
GLD	Spdr Gold Trust	Added	8,495	+376	$2,447,749	+24.5%	0.52%