West Coast Financial LLC SNA SNAP ON INC COM

Ownership history in West Coast Financial LLC  ·  29 quarters on record

AI Ownership Summary

West Coast Financial LLC reported SNAP ON INC COM (SNA) in 29 quarterly 13F filings from 2023 Q4 through 2025 Q2. Peak portfolio weight reached 1.38% in 2025 Q1. The latest visible filing shows SNA at 1.38% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SNA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was West Coast Financial LLC's position in SNAP ON INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q2

SNA was reported at 1.38% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.38% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How West Coast Financial LLC held SNA — position size vs. price
% of Fund (quarterly)    SNA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 UNCHANGED 35,934 0% 1.38% $12.1M 2025-08-14 (Est.) $316.01
2025 Q1 REDUCED 35,934 -384 -1.1% 1.38% $12.1M 2025-04-11 $325.04
2024 Q4 ADDED 36,318 +634 +1.8% 1.36% $12.3M 2025-01-15 $332.53
2024 Q3 ADDED 35,684 +11 +0.0% 1.14% $10.3M 2024-10-09 $274.51
2024 Q2 ADDED 35,673 +358 +1.0% 1.10% $9.3M 2024-07-22 $260.61
2024 Q1 ADDED 35,315 +107 +0.3% 1.27% $10.5M 2024-04-12 $272.84
2023 Q4 ADDED 35,208 +3,485 +11.0% 1.33% $10.2M 2024-01-11 $265.86
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About West Coast Financial LLC and SNA

These are the practical questions this page is built to answer before you even open the full history table.

How long has West Coast Financial LLC reported owning SNA?

West Coast Financial LLC reported SNA across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q2.

What was the largest reported SNA position in West Coast Financial LLC's portfolio?

The largest reported portfolio weight for SNA was 1.38% in 2025 Q1.

What is the latest reported SNA position on this page?

The most recent filing on this page is 2025 Q2, when West Coast Financial LLC reported 35,934 shares, equal to 1.38% of portfolio, with an estimated market value of $12.1M.

What does the chart on this SNA ownership page compare?

The chart compares West Coast Financial LLC's quarterly SNA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did West Coast Financial LLC time their SNA position?

Based on 13F filing dates vs. subsequent SNA price moves, West Coast Financial LLC correctly timed 18 out of 28 reported position changes (64%). The annualised alpha on SNA relative to SPY over the holding period was +5.5%.

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