West Coast Financial LLC Reduced Holdings in Q1 2025

West Coast Financial LLC

  • $874 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
APH
Amphenol Corp

Technology
-98.9K
- 40.18%
$61.62 - $78.55 $6.09M - $7.76M
147K $9.65M
WSM
Williams Sonoma Inc

Consumer Cyclical
-30.1K
- 49.09%
$158.1 - $217.71 $4.76M - $6.56M
31.2K $4.94M
AAON
Aaon, Inc.

Industrials
-29.6K
- 36.72%
$73.52 - $136.95 $2.18M - $4.06M
51.1K $3.99M
AAPL
Apple Inc.

Technology
-3.2K
- 1.98%
$209.68 - $247.1 $670K - $789K
158K $35.1M
GOOGL
Alphabet Inc.

Communication Services
-2.89K
- 2.11%
$154.33 - $206.19 $446K - $597K
134K $20.7M
CRVL
Corvel Corp

Financial Services
-46K
- 50.83%
$103.48 - $128.46 $4.76M - $5.91M
44.5K $4.96M
SEIC
Sei Investments CO

Financial Services
-56K
- 47.45%
$72.08 - $86.58 $4.04M - $4.85M
62.1K $4.82M
MANH
Manhattan Associates Inc

Technology
-1.43K
- 3.36%
$163.5 - $295.1 $233K - $421K
40.9K $7.08M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-898
- 2.99%
$283.06 - $421.16 $254K - $378K
29.1K $8.24M
MSFT
Microsoft Corp

Technology
-1.87K
- 3.56%
$375.39 - $447.2 $702K - $836K
50.6K $19M
ACN
Accenture PLC

Technology
-528
- 1.51%
$300.91 - $398.25 $159K - $210K
34.5K $10.8M
ADBE
Adobe Inc.

Technology
-989
- 5.46%
$377.84 - $464.11 $374K - $459K
17.1K $6.57M
GNTX
Gentex Corp

Consumer Cyclical
-8.07K
- 3.8%
$23.3 - $28.48 $188K - $230K
204K $4.76M
GWW
W.W. Grainger, Inc.

Industrials
-259
- 2.74%
$953.54 - $1132.42 $247K - $293K
9.18K $9.07M
HD
Home Depot, Inc.

Consumer Cyclical
-871
- 3.82%
$347.25 - $424.87 $302K - $370K
21.9K $8.04M
COCO
Vita Coco Company, Inc.

Consumer Defensive
-2.78K
- 3.03%
$29.85 - $40.3 $83K - $112K
89.1K $2.66M
PG
Procter & Gamble CO

Consumer Defensive
-4.41K
- 21.66%
$158.56 - $176.26 $699K - $777K
16K $2.72M
MMS
Maximus, Inc.

Industrials
-1.18K
- 1.3%
$64.34 - $79.68 $75.6K - $93.6K
89.3K $6.09M
META
Meta Platforms, Inc.

Communication Services
-757
- 4.53%
$576.36 - $736.67 $436K - $558K
16K $9.21M
FN
Fabrinet

Technology
-944
- 4.79%
$183.66 - $267.24 $173K - $252K
18.8K $3.68M
HLI
Houlihan Lokey, Inc.

Financial Services
-2.38K
- 11.73%
$154.43 - $187.4 $368K - $446K
17.9K $2.9M
RMD
Resmed Inc

Healthcare
-1.21K
- 3.41%
$219.7 - $257.65 $265K - $310K
34.1K $7.51M
PEP
Pepsico Inc

Consumer Defensive
-2.73K
- 4.72%
$142.64 - $156.42 $389K - $427K
55.1K $8.26M
QLYS
Qualys, Inc.

Technology
-1.04K
- 4.47%
$121.57 - $147.7 $127K - $154K
22.3K $2.81M
COST
Costco Wholesale Corp

Consumer Defensive
-599
- 17.04%
$890.62 - $1076.86 $533K - $645K
2.92K $2.76M
ITW
Illinois Tool Works Inc

Industrials
-810
- 1.72%
$244.9 - $274.48 $198K - $222K
46.3K $11.5M
GOOG
Alphabet Inc.

Communication Services
-119
- 0.97%
$156.06 - $207.71 $18.6K - $24.7K
12.1K $1.89M
KAI
Kadant Inc

Industrials
-1.13K
- 24.37%
$335.28 - $398.39 $379K - $450K
3.5K $1.18M
KLAC
Kla Corp

Technology
-676
- 26.75%
$636.62 - $777.63 $430K - $526K
1.85K $1.26M
DEO
Diageo PLC

Consumer Defensive
-1.44K
- 17.83%
$104.79 - $126.12 $150K - $181K
6.62K $693K
UNH
Unitedhealth Group Inc

Healthcare
-641
- 41.09%
$461.52 - $548.18 $296K - $351K
919 $481K
ZTS
Zoetis Inc.

Healthcare
-2.4K
- 3.39%
$156.48 - $175.67 $375K - $421K
68.2K $11.2M
CMI
Cummins Inc

Industrials
-380
- 8.93%
$312.92 - $386.07 $119K - $147K
3.87K $1.21M
INGR
Ingredion Inc

Consumer Defensive
-1.26K
- 3.71%
$125.6 - $137.36 $159K - $173K
32.7K $4.43M
ATR
Aptargroup, Inc.

Healthcare
-316
- 1.45%
$141.7 - $159.83 $44.8K - $50.5K
21.5K $3.19M
ENSG
Ensign Group, Inc

Healthcare
-657
- 1.92%
$125.4 - $148.86 $82.4K - $97.8K
33.5K $4.31M
SNA
Snap On Inc

Industrials
-384
- 1.06%
$324.09 - $358.62 $124K - $138K
35.9K $12.1M
PSA
Public Storage

Real Estate
-690
- 2.33%
$288.99 - $313.98 $199K - $217K
29K $8.67M
TER
Teradyne, Inc

Technology
-257
- 5.94%
$82.6 - $140.0 $21.2K - $36K
4.07K $336K
ILCB
Ishares Morningstar U.S. Equit

ETFs
-1.49K
- 8.22%
$76.17 - $85.05 $114K - $127K
16.7K $1.28M
CLX
Clorox CO

Consumer Defensive
-148
- 1.53%
$141.76 - $162.89 $21K - $24.1K
9.51K $1.4M
IWM
Ishares Russell 2000 ETF

ETFs
-13
- 0.16%
$198.1 - $229.79 $2.58K - $2.99K
7.95K $1.59M
IVW
Ishares S&P 500 Growth ETF

ETFs
-783
- 8.96%
$92.45 - $106.69 $72.4K - $83.5K
7.95K $735K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-6
- 0.18%
$468.34 - $539.52 $2.81K - $3.24K
3.35K $1.57M
SPGI
S&P Global Inc.

Financial Services
-592
- 3.39%
$478.26 - $543.77 $283K - $322K
16.9K $8.57M
CPB
Campbell Soup CO

Consumer Defensive
-2.12K
- 14.41%
$37.29 - $42.04 $78.9K - $88.9K
12.6K $501K
VNT
Vontier Corp

Technology
-1.87K
- 14.42%
$32.1 - $40.32 $60K - $75.4K
11.1K $363K
DIS
Walt Disney CO

Communication Services
-92
- 1.49%
$96.87 - $114.0 $8.91K - $10.5K
6.1K $601K
BDX
Becton Dickinson & CO

Healthcare
-385
- 10.08%
$222.79 - $249.08 $85.8K - $95.9K
3.44K $786K
Activity Summary
Buys All Purchases 31 New Holdings 4 Increased Positions 27 Sells All Sells 78 Reductions 78 Sold out 0 Options Calls 0 Puts 0
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