$194 Million is the total value of West Coast Financial LLC's 88 reported holdings in Q4 2013. The portfolio turnover from Q3 2013 to Q4 2013 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LH | Exit | LABORATORY CORP AMER HLDGS | $0 | – | -2,115 | -100.0% | -0.12% | – |
| CHKP | Exit | CHECK POINT SOFTWARE TECH LTord | $0 | – | -32,965 | -100.0% | -1.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-01-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 45 | Q2 2024 | 11.0% |
| APPLE INC | 45 | Q2 2024 | 4.7% |
| MASTERCARD INCORPORATED | 45 | Q2 2024 | 4.2% |
| BERKSHIRE HATHAWAY INC DEL | 45 | Q2 2024 | 3.0% |
| INTEL CORP | 45 | Q2 2024 | 3.3% |
| AFLAC INC | 45 | Q2 2024 | 2.5% |
| STARBUCKS CORP | 45 | Q2 2024 | 2.7% |
| BECTON DICKINSON & CO | 45 | Q2 2024 | 2.6% |
| RESMED INC | 45 | Q2 2024 | 2.3% |
| PEPSICO INC | 45 | Q2 2024 | 2.4% |
View West Coast Financial LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-09 |
| 13F-HR | 2024-07-22 |
| 13F-HR | 2024-04-12 |
| 13F-HR | 2024-01-11 |
| 13F-HR | 2023-11-03 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-01 |
| 13F-HR | 2022-07-11 |
View West Coast Financial LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.