East Coast Asset Management, Llc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$303.4M
Q ending 2026-03-31
Prior quarter
$340.0M
Q ending 2025-12-31
Change
-10.8% QoQ · +7.5% YoY
Positions
68
reported holdings
Largest positions
All 68 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Alphabet Inc | GOOG | Shares | $47.6M | 166K |
| Tesla Inc | TSLA | Shares | $37.1M | 100K |
| Perimeter Solutions Inc | PRM | Shares | $33.2M | 1.4M |
| Transdigm Group Inc | TDG | Shares | $26.9M | 23K |
| Echostar Corp | ECHO | Shares | $16.1M | 137K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $14.5M | 30K |
| Amazon Com Inc | AMZN | Shares | $12.4M | 59K |
| Mastercard Incorporated | MA | Shares | $11.4M | 23K |
| Woodward Inc | WWD | Shares | $10.3M | 29K |
| Apple Inc | AAPL | Shares | $9.8M | 39K |
| Meta Platforms Inc | META | Shares | $8.1M | 14K |
| Tjx Cos Inc New | TJX | Shares | $7.2M | 45K |
| Moodys Corp | MCO | Shares | $6.0M | 14K |
| Deere & Co | DE | Shares | $5.7M | 10K |
| Visa Inc | V | Shares | $4.8M | 16K |
| Schwab Charles Corp | SCHW | Shares | $4.1M | 44K |
| Markel Group Inc | MKL | Shares | $4.0M | 2K |
| Sherwin Williams Co | SHW | Shares | $3.3M | 10K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $3.3M | 5K |
| Waste Mgmt Inc Del | WM | Shares | $3.1M | 13K |
| Microsoft Corp | MSFT | Shares | $3.0M | 8K |
| Louisiana Pac Corp | LPX | Shares | $2.3M | 31K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $2.2M | 3 |
| Union Pac Corp | UNP | Shares | $2.0M | 8K |
| Colgate Palmolive Co | CL | Shares | $1.7M | 20K |
| Veeva Sys Inc | VEEV | Shares | $1.7M | 9K |
| Alphabet Inc | GOOGL | Shares | $1.6M | 5K |
| Vanguard Index Fds | VOE | Shares | $1.5M | 8K |
| Johnson & Johnson | JNJ | Shares | $1.3M | 5K |
| Automatic Data Processing In | ADP | Shares | $1.3M | 6K |
| Labcorp Holdings Inc | LH | Shares | $1.1M | 4K |
| Sysco Corp | SYY | Shares | $1.1M | 15K |
| Ishares Tr | OEF | Shares | $873K | 3K |
| Paychex Inc | PAYX | Shares | $779K | 8K |
| Broadridge Finl Solutions In | BR | Shares | $721K | 4K |
| Danaher Corp Del | DHR | Shares | $678K | 4K |
| Ishares Tr | IWM | Shares | $610K | 2K |
| Amgen Inc | AMGN | Shares | $573K | 2K |
| Lockheed Martin Corp | LMT | Shares | $563K | 932 |
| Rtx Corporation | RTX | Shares | $539K | 3K |
| Invesco Exch Traded Fd Tr Ii | SPLV | Shares | $526K | 7K |
| Procter & Gamble Co | PG | Shares | $449K | 3K |
| Fidelity Wise Origin Bitcoin | FBTC | Shares | $446K | 8K |
| Comcast Corp New | CMCSA | Shares | $439K | 15K |
| American Express Co | AXP | Shares | $436K | 1K |
| International Business Machs | IBM | Shares | $435K | 2K |
| Ishares Inc | EWL | Shares | $418K | 7K |
| Ishares Tr | IXJ | Shares | $392K | 4K |
| 3M Co | MMM | Shares | $375K | 3K |
| Republic Svcs Inc | RSG | Shares | $342K | 2K |
| Walmart Inc | WMT | Shares | $324K | 3K |
| Vanguard Index Fds | VOO | Shares | $299K | 500 |
| Home Depot Inc | HD | Shares | $280K | 852 |
| Intuit | INTU | Shares | $259K | 600 |
| Profesionally Managed Portfo | AKRE | Shares | $257K | 5K |
| Adobe Inc | ADBE | Shares | $256K | 1K |
| Ferrari N V | Shares | $252K | 745 | |
| Costco Wholesale Corporation | COST | Shares | $241K | 242 |
| Vanguard Index Fds | VUG | Shares | $236K | 541 |
| Vanguard Intl Equity Index F | VWO | Shares | $234K | 4K |
| Pfizer Inc | PFE | Shares | $229K | 8K |
| Eaton Corp Plc | Shares | $221K | 617 | |
| Accenture Plc Ireland | Shares | $219K | 1K | |
| Ishares Tr | IWF | Shares | $219K | 514 |
| Jpmorgan Chase & Co | JPM | Shares | $217K | 739 |
| American Tower Corp | AMT | Shares | $216K | 1K |
| Elevance Health Inc Formerly | ELV | Shares | $214K | 730 |
| Boston Scientific Corp | BSX | Shares | $207K | 3K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.