West Coast Financial LLC

CIK

1511985

Location

SANTA BARBARA, CA

Portfolio Value

Small $874,611,257

Diversification

Diversified

Filing Date

Global Rank

#2,225 / 8,136 ▲ 13 · as of Mar 2025

Top Industry

Consumer Electronics 7.5%

Period ended 1 year ago

Filed Apr 11, 2025 · 1y

21 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Mar 31, 2025, never from the firm's own description.

Style

Concentrated

The top 10 positions are 62.4% of the book (60%+)

Turnover

Low turnover

21.7% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 17.3 quarters (12+), a floor since 69.6% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 71.9%; sector active share 34.3% against the combined 13F book's sector weights.

Over time 21 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

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

Top Position

31.6%

+3.0 pts

Top 5

53.5%

+4.2 pts

Top 10

62.4%

+4.4 pts

HHI

1,242

Diversified+220

Portfolio Trend

21 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2025

Sector	% Portfolio	Value	Positions
Unclassified	46.9%	$409,757,711	51
Technology	12.7%	$110,878,456	20
Financial Services	11.0%	$96,584,428	20
Healthcare	7.4%	$64,382,958	18
Industrials	6.9%	$60,780,553	13
Consumer Cyclical	4.7%	$40,750,144	13
Consumer Defensive	4.2%	$36,297,956	15
Communication Services	3.7%	$32,655,116	5
Real Estate	2.1%	$18,115,165	3
Basic Materials	0.4%	$3,100,042	1
Energy	0.1%	$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

25 positions

Ticker	Company	Δ Shares	Shares	Value
SCHO	Schwab Short-Term U.S. Treasury ETF	+576,197	3,033,672	$73,839,576
IJR	iShares Core S&P Small-Cap ETF	+179,709	1,411,199	$147,569,079
IEFA	iShares Core MSCI EAFE ETF	+83,947	86,975	$6,579,658
SCHR	Schwab Intermediate-Term U.S. Treasury ETF	+38,562	1,466,598	$36,459,626
MRK	Merck & Co., Inc.	+33,479	40,603	$3,644,525
MBB	iShares MBS ETF	+20,523	330,498	$30,994,102
IVV	iShares Core S&P 500 ETF	+9,798	123,028	$69,129,433
EFA	iShares MSCI EAFE ETF	+1,002	118,371	$9,674,461
VIG	Vanguard Specialized Funds	+989	2,380	$461,696
IVE	iShares S&P 500 Value ETF	+868	17,300	$3,297,034
CPRT	Copart Inc	+592	6,792	$384,359
AMAT	Applied Materials Inc	+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	ExxonMobil Holdings Corp	+74	4,293	$510,566
STE	STERIS plc	+63	1,658	$375,785
IDXX	Idexx Laboratories Inc	+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
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
APH	Amphenol Corp	−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
VNT	Vontier Corp	−1,870	11,095	$364,470
MSFT	Microsoft Corp	−1,870	50,607	$18,997,361
ILCB	iShares Trust	−1,492	16,653	$0
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	−1,390	20,607	$1,135,445
MRSH	Marsh & Mclennan Companies, Inc.	−1,332	66,483	$16,223,846
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

7 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
SPLV	Invesco S&P 500 Low Volatility ETF	3,182	$222,740
MAR	Marriott International Inc	792	$220,920
IJS	iShares S&P Small-Cap 600 Value ETF	1,917	$208,205
IYW	iShares, Inc.	1,295	$206,578
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

162 tracked positions · $874,611,257 total · filing declares 162 positions · $876,014,477 · 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 162 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
IJR	iShares Core S&P Small-Cap ETF	Added	1,411,199	+179,709	$147,569,079	+4.0%	21+	before history	16.87%
SCHO	Schwab Short-Term U.S. Treasury ETF	Added	3,033,672	+576,197	$73,839,576	+24.9%	21+	before history	8.44%
IVV	iShares Core S&P 500 ETF	Added	123,028	+9,798	$69,129,433	+3.7%	21+	before history	7.90%
SCHR	Schwab Intermediate-Term U.S. Treasury ETF	Added	1,466,598	+38,562	$36,459,626	+5.1%	21+	before history	4.17%
AAPL	Apple Inc. Technology	Reduced	157,908	-3,195	$35,076,104	−13.1%	21+	before history	4.01%
MBB	iShares MBS ETF	Added	330,498	+20,523	$30,994,102	+9.1%	16	unpriced	3.54%
MA	Mastercard Inc Financial Services	Reduced	38,261	-1,082	$20,971,619	+1.2%	21+	before history	2.40%
GOOGL	Alphabet Inc. Communication Services	Reduced	134,205	-2,893	$20,753,461	−20.0%	21+	before history	2.37%
MSFT	Microsoft Corp Technology	Reduced	50,607	-1,870	$18,997,361	−14.1%	21+	before history	2.17%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	30,518	-530	$16,253,276	+15.5%	21+	before history	1.86%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	Reduced	66,483	-1,332	$16,223,846	+12.6%	11	$167.23	1.85%
WM	Waste Management Inc Industrials	Reduced	61,023	-1,968	$14,127,434	+11.1%	10	$161.92	1.62%
SYK	Stryker Corp Healthcare	Reduced	33,320	-700	$12,403,370	+1.3%	4	$339.19	1.42%
SNA	Snap-on Inc Industrials	Reduced	35,934	-384	$12,110,117	−1.8%	10	$244.56	1.38%
V	Visa Inc. Financial Services	Reduced	33,579	-487	$11,768,096	+9.3%	21+	before history	1.35%
ITW	Illinois Tool Works Inc Industrials	Reduced	46,256	-810	$11,471,950	−3.9%	21+	before history	1.31%
ZTS	Zoetis Inc. Healthcare	Reduced	68,198	-2,395	$11,228,800	−2.4%	21+	before history	1.28%
ACN	Accenture plc Technology	Reduced	34,501	-528	$10,765,692	−12.6%	21+	before history	1.23%
JNJ	Johnson & Johnson Healthcare	Reduced	62,843	-475	$10,421,883	+13.8%	21+	before history	1.19%
KR	Kroger Co Consumer Defensive	Reduced	145,478	-3,441	$9,847,405	+8.1%	11	$47.00	1.13%
EFA	iShares MSCI EAFE ETF	Added	118,371	+1,002	$9,674,461	+9.0%	21+	before history	1.11%
APH	Amphenol Corp Technology	Reduced	147,163	-98,851	$9,652,421	−43.5%	10	$40.40	1.10%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	49,616	-1,069	$9,439,940	−15.1%	6	$202.53	1.08%
META	Meta Platforms, Inc. Communication Services	Reduced	15,966	-757	$9,202,163	−6.0%	21+	before history	1.05%
AMT	American Tower Corp Real Estate	Reduced	42,118	-1,214	$9,164,876	+15.3%	10	$188.18	1.05%
GWW	W.W. Grainger, Inc. Industrials	Reduced	9,179	-259	$9,067,291	−8.9%	11	$600.09	1.04%
PSA	Public Storage Real Estate	Reduced	28,975	-690	$8,671,927	−2.4%	21+	before history	0.99%
SPGI	S&P Global Inc. Financial Services	Reduced	16,860	-592	$8,566,566	−1.4%	12	unpriced	0.98%
JKHY	Jack Henry & Associates Inc Technology	Reduced	45,678	-2,056	$8,340,802	−0.3%	8	$155.93	0.95%
PEP	Pepsico Inc Consumer Defensive	Reduced	55,076	-2,728	$8,258,095	−6.0%	21+	before history	0.94%
LULU	lululemon athletica inc. Consumer Cyclical	Reduced	29,102	-898	$8,237,612	−28.2%	3	$266.03	0.94%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	21,928	-871	$8,036,392	−9.4%	21+	before history	0.92%
RMD	Resmed Inc Healthcare	Reduced	34,133	-1,205	$7,640,672	−5.5%	21+	before history	0.87%
MANH	Manhattan Associates Inc Technology	Reduced	40,944	-1,425	$7,084,949	−38.1%	21+	before history	0.81%
IEFA	iShares Core MSCI EAFE ETF	Added	86,975	+83,947	$6,579,658	+2991.8%	3	unpriced	0.75%
ADBE	Adobe Inc. Technology	Reduced	17,119	-989	$6,565,650	−18.5%	2	$495.13	0.75%
MMS	Maximus, Inc. Industrials	Reduced	89,320	-1,175	$6,090,730	−9.8%	21+	before history	0.70%
HCI	HCI Group, Inc. Financial Services	Reduced	34,870	-1,410	$5,203,650	+23.1%	4	$104.20	0.59%
CRVL	Corvel Corp Financial Services	Reduced	44,512	-46,022	$4,984,008	−50.5%	9	unpriced	0.57%
WSM	Williams Sonoma Inc Consumer Cyclical	Reduced	31,233	-30,121	$4,937,937	−56.5%	15	$85.71	0.56%
SEIC	Sei Investments Co Financial Services	Reduced	62,059	-56,044	$4,817,640	−50.5%	20	$61.17	0.55%
EHC	Encompass Health Corp Healthcare	Reduced	47,407	-1,181	$4,801,380	+7.0%	4	$84.27	0.55%
GNTX	Gentex Corp Consumer Cyclical	Reduced	204,162	-8,068	$4,756,974	−22.0%	21+	before history	0.54%
INGR	Ingredion Inc Consumer Defensive	Reduced	32,732	-1,262	$4,425,693	−5.4%	3	$127.46	0.51%
ENSG	Ensign Group, Inc Healthcare	Reduced	33,489	-657	$4,333,476	−4.5%	4	$120.39	0.50%
AAON	Aaon, Inc. Industrials	Reduced	51,057	-29,625	$3,989,083	−58.0%	4	$81.76	0.46%
FN	Fabrinet Technology	Reduced	18,766	-944	$3,706,472	−14.5%	3	$231.41	0.42%
MRK	Merck & Co., Inc. Healthcare	Added	40,603	+33,479	$3,644,525	+414.3%	21+	before history	0.42%
IVE	iShares S&P 500 Value ETF	Added	17,300	+868	$3,297,034	+5.1%	21+	before history	0.38%
ATR	Aptargroup, Inc. Healthcare	Reduced	21,471	-316	$3,185,866	−6.9%	4	$145.02	0.36%

Showing the top 50 of 162 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.