$424 Million is the total value of West Coast Financial LLC's 114 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| STE | New | STERIS PLC | $10,592,000 | – | 82,734 | +100.0% | 2.50% | – |
| TER | New | TERADYNE INC | $3,839,000 | – | 96,356 | +100.0% | 0.91% | – |
| CVCO | New | CAVCO INDS INC DEL | $2,880,000 | – | 24,506 | +100.0% | 0.68% | – |
| IVE | New | ISHARES TRs&p 500 val etf | $916,000 | – | 8,125 | +100.0% | 0.22% | – |
| SMLV | New | SPDR SER TRssga us smal etf | $251,000 | – | 2,740 | +100.0% | 0.06% | – |
| IBM | New | INTERNATIONAL BUSINESS MACHS | $222,000 | – | 1,572 | +100.0% | 0.05% | – |
| DHS | New | WISDOMTREE TRus high dividend | $217,000 | – | 3,000 | +100.0% | 0.05% | – |
| BHP | New | BHP GROUP LTDsponsored ads | $205,000 | – | 3,750 | +100.0% | 0.05% | – |
| GILD | New | GILEAD SCIENCES INC | $205,000 | – | 3,161 | +100.0% | 0.05% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-04-22
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 42 | Q3 2023 | 11.0% |
| APPLE INC | 42 | Q3 2023 | 4.7% |
| MASTERCARD INCORPORATED | 42 | Q3 2023 | 4.2% |
| BERKSHIRE HATHAWAY INC DEL | 42 | Q3 2023 | 3.0% |
| INTEL CORP | 42 | Q3 2023 | 3.3% |
| AFLAC INC | 42 | Q3 2023 | 2.5% |
| STARBUCKS CORP | 42 | Q3 2023 | 2.7% |
| BECTON DICKINSON & CO | 42 | Q3 2023 | 2.6% |
| RESMED INC | 42 | Q3 2023 | 2.3% |
| CUMMINS INC | 42 | Q3 2023 | 2.3% |
View West Coast Financial LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-04-20 |
| 13F-HR | 2022-01-19 |
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.