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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

West Coast Financial LLC

Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001085146-23-001284

Total Value
$590.0M
Positions
127
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (127)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287804782,308$74.0M12.55%
2ISHARES TR464287200156,279$60.0M10.18%
3APPLE INCAAPL152,489$19.8M3.36%
4SCHWAB STRATEGIC TR808524862364,827$17.6M2.98%
5SCHWAB STRATEGIC TR808524854324,440$16.0M2.71%
6PEPSICO INCPEP76,388$13.8M2.34%
7MICROSOFT CORPMSFT56,680$13.6M2.30%
8ISHARES TR464288588141,601$13.1M2.23%
9KEYSIGHT TECHNOLOGIES INCKEYS75,796$13.0M2.20%
10MASTERCARD INCORPORATEDMA36,302$12.6M2.14%
11ALPHABET INCGOOG138,736$12.2M2.07%
12BERKSHIRE HATHAWAY INC DELBRK-A38,597$11.9M2.02%
13CAMPBELL SOUP COCPB182,810$10.4M1.76%
14HOULIHAN LOKEY INCHLI114,544$10.0M1.69%
15AMN HEALTHCARE SVCS INC00174410197,062$10.0M1.69%
16MARSH & MCLENNAN COS INC57174810257,876$9.6M1.62%
17ILLINOIS TOOL WKS INC45230810941,531$9.1M1.55%
18CUMMINS INCCMI37,132$9.0M1.52%
19WASTE MGMT INC DEL94106L10956,595$8.9M1.50%
20ZOETIS INCZTS49,484$7.3M1.23%
21RESMED INCRSMDF33,822$7.0M1.19%
22HOME DEPOT INCHD21,689$6.9M1.16%
23UNITEDHEALTH GROUP INCUNH12,670$6.7M1.14%
24DISNEY WALT CO25468710677,023$6.7M1.13%
25PORTLAND GEN ELEC CO736508847132,023$6.5M1.10%
26AMGEN INCAMGN24,317$6.4M1.08%
27JOHN BEAN TECHNOLOGIES CORPJBTM69,773$6.4M1.08%
28JOHNSON & JOHNSONJNJ35,868$6.3M1.07%
29PUBLIC STORAGEPSA-PS22,234$6.2M1.06%
30MANHATTAN ASSOCIATES INCMANH51,016$6.2M1.05%
31AMPHENOL CORP NEW03209510180,473$6.1M1.04%
32MERCK & CO INCMRK55,148$6.1M1.04%
33ACCENTURE PLC IRELANDACN22,672$6.0M1.03%
34KROGER COKR135,359$6.0M1.02%
35MAXIMUS INCMMS78,932$5.8M0.98%
36S&P GLOBAL INCSPGI16,176$5.4M0.92%
37DROPBOX INCDBX238,328$5.3M0.90%
38GENTEX CORPGNTX195,087$5.3M0.90%
39GRAINGER W W INC3848021049,370$5.2M0.88%
40CISCO SYS INCCSCO109,146$5.2M0.88%
41HUNT J B TRANS SVCS INC44565810728,963$5.1M0.86%
42SNAP ON INCSNA21,792$5.0M0.84%
43ZEBRA TECHNOLOGIES CORPORATIZBRA19,314$5.0M0.84%
44WILLIAMS SONOMA INCWSM42,033$4.8M0.82%
45INTEL CORPINTC181,967$4.8M0.82%
46ISHARES TR46428746570,008$4.6M0.78%
47ALBANY INTL CORP01234810843,027$4.2M0.72%
48KADANT INCKAI23,251$4.1M0.70%
49VONTIER CORPORATIONVNT210,817$4.1M0.69%
50TARGET CORPTGT26,977$4.0M0.68%
51TERADYNE INCTER42,415$3.7M0.63%
52META PLATFORMS INCMETA28,150$3.4M0.57%
53MASTEC INCMTZ38,856$3.3M0.56%
54ISHARES TR46428740822,561$3.3M0.55%
55SEI INVTS CO78411710349,004$2.9M0.48%
56VANGUARD INDEX FDS92290876914,318$2.7M0.46%
57THOR INDS INC88516010135,795$2.7M0.46%
58APARTMENT INCOME REIT CORPAPA75,337$2.6M0.44%
59AZENTA INCAZTA42,972$2.5M0.42%
60STARBUCKS CORPSBUX24,869$2.5M0.42%
61VANGUARD TAX-MANAGED FDS92194385854,666$2.3M0.39%
62DIAGEO PLCDGEAF12,427$2.2M0.38%
63ISHARES TR46428762210,065$2.1M0.36%
64BECTON DICKINSON & COBDX7,166$1.8M0.31%
65ISHARES TR46428712732,756$1.7M0.29%
66COSTCO WHSL CORP NEW22160K1053,448$1.6M0.27%
67ISHARES TR4642876558,345$1.5M0.25%
68VISA INCV6,810$1.4M0.24%
69NEXTERA ENERGY INCNEE-PW16,923$1.4M0.24%
70APPLIED MATLS INC03822210512,363$1.2M0.20%
71ISHARES TR4642876308,235$1.1M0.19%
72ALPHABET INCGOOG10,366$919,7750.16%
73INVESCO QQQ TRIVZ3,157$840,6460.14%
74AFLAC INCAFL11,163$803,1370.14%
75ISHARES TR46428827313,754$776,8260.13%
76INVESCO EXCHANGE TRADED FD TIVZ4,624$717,4140.12%
77NIKE INCNKE6,004$702,5280.12%
78STERIS PLCSTE3,485$643,6450.11%
79ISHARES TR4642876482,886$619,1050.10%
80VANGUARD INDEX FDS9229087513,364$617,4290.10%
81ISHARES TR46428730910,070$589,0950.10%
82SPDR SER TR78468R7965,824$543,6700.09%
83PROCTER AND GAMBLE CO7427181093,579$542,4500.09%
84CAVCO INDS INC DEL1495681072,300$520,3750.09%
85CHEVRON CORP NEWCVX2,820$506,2160.09%
86ISHARES TR4642884144,789$505,3350.09%
87INVESCO EXCH TRADED FD TR IIIVZ23,174$475,7750.08%
88COLGATE PALMOLIVE COCL5,851$461,0000.08%
89HERSHEY COHSY1,974$457,2300.08%
90ABBVIE INCABBV2,695$435,5390.07%
91BHP GROUP LTDBHPLF6,988$433,6050.07%
92INVESCO DB COMMDY INDX TRCKIVZ17,461$430,4140.07%
93AMERICAN TOWER CORP NEW03027X1001,987$420,9660.07%
94ISHARES TR4642871683,407$410,8840.07%
95VANGUARD SPECIALIZED FUNDS9219088442,656$403,3140.07%
96IDEXX LABS INC45168D104947$386,3380.07%
97PIMCO ETF TR72201R4037,147$386,2960.07%
98VANGUARD WHITEHALL FDS9219464063,142$339,9960.06%
99NOVARTIS AGNVSEF3,726$338,0230.06%
100AVALONBAY CMNTYS INCAWX2,026$327,2400.06%
101YUM BRANDS INCYUM2,535$324,6830.06%
102GENERAL MLS INC3703341043,862$323,8290.05%
103LOWES COS INC5486611071,624$323,5660.05%
104COPART INCCPRT5,067$308,5300.05%
105SCHWAB CHARLES CORPSCHW-PJ3,665$305,1720.05%
106PROSHARES TR74348A4673,268$294,0870.05%
107GILEAD SCIENCES INCGILD3,415$293,1780.05%
108BRISTOL-MYERS SQUIBB COCELG-RI4,054$291,7410.05%
109ISHARES TR4642881582,760$287,7850.05%
110MCDONALDS CORPMCD1,061$279,6050.05%
111ORACLE CORPORCL-PD3,324$271,7040.05%
112EXXON MOBIL CORPXOM2,457$271,0070.05%
113FEDEX CORPFDX1,559$270,0800.05%
114ISHARES TR4642888853,175$265,9380.05%
115WISDOMTREE TRWT3,000$258,1800.04%
116VANGUARD INDEX FDS9229086371,479$257,6420.04%
117OMNICELL COMOMCL5,090$256,6380.04%
118INVESCO EXCHANGE TRADED FD TIVZ1,575$249,4960.04%
119FISERV INCFISV2,363$238,8280.04%
120ISHARES TR4642878872,182$235,8090.04%
121INVESCO EXCH TRADED FD TR IIIVZ3,685$235,4720.04%
122VANGUARD INDEX FDS9229087361,099$234,2080.04%
123VERIZON COMMUNICATIONS INCVZ5,904$232,6260.04%
124ISHARES TR4642882812,622$221,8420.04%
125ROYAL BK CDA SUSTAINABL7800871022,203$207,1260.04%
126VANGUARD WORLD FDS92204A504820$203,4010.03%
127LUCID GROUP INCLCID10,000$68,3000.01%