$654 Million is the total value of West Coast Financial LLC's 134 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EW | New | EDWARDS LIFESCIENCES CORP | $10,282,264 | – | 124,287 | +100.0% | 1.57% | – |
| CLX | New | CLOROX CO DEL | $6,869,233 | – | 43,410 | +100.0% | 1.05% | – |
| FDS | New | FACTSET RESH SYS INC | $6,086,170 | – | 14,662 | +100.0% | 0.93% | – |
| MUSA | New | MURPHY USA INC | $2,975,058 | – | 11,529 | +100.0% | 0.46% | – |
| CRVL | New | CORVEL CORP | $2,634,427 | – | 13,845 | +100.0% | 0.40% | – |
| SUSA | New | ISHARES TRmsci usa esg slc | $455,000 | – | 5,184 | +100.0% | 0.07% | – |
| ESGD | New | ISHARES TResg aw msci eafe | $399,287 | – | 5,558 | +100.0% | 0.06% | – |
| VSGX | New | VANGUARD WORLD FDesg intl stk etf | $376,468 | – | 7,190 | +100.0% | 0.06% | – |
| ESML | New | ISHARES TResg aware msci | $289,595 | – | 8,520 | +100.0% | 0.04% | – |
| INTU | New | INTUIT | $220,843 | – | 495 | +100.0% | 0.03% | – |
| WMT | New | WALMART INC | $206,198 | – | 1,398 | +100.0% | 0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-08
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.