East Coast Asset Management, LLC.

Est. AUM

$303.4M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ALPHABET INC	CAP STK CL C	$47.6M	165966	15.69%	SOLE
2	TESLA INC	COM	$37.1M	99862	12.23%	SOLE
3	PERIMETER SOLUTIONS INC	COMMON STOCK	$33.2M	1357583	10.93%	SOLE
4	TRANSDIGM GROUP INC	COM	$26.9M	23220	8.87%	SOLE
5	ECHOSTAR CORP	CL A	$16.1M	137244	5.29%	SOLE
6	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$14.5M	30163	4.76%	SOLE
7	AMAZON COM INC	COM	$12.4M	59474	4.08%	SOLE
8	MASTERCARD INCORPORATED	CL A	$11.4M	22883	3.77%	SOLE
9	WOODWARD INC	COM	$10.3M	28729	3.39%	SOLE
10	APPLE INC	COM	$9.8M	38704	3.24%	SOLE
11	META PLATFORMS INC	CL A	$8.1M	14204	2.68%	SOLE
12	TJX COS INC NEW	COM	$7.2M	45042	2.37%	SOLE
13	MOODYS CORP	COM	$6.0M	13830	1.99%	SOLE
14	DEERE & CO	COM	$5.7M	10152	1.88%	SOLE
15	VISA INC	COM CL A	$4.8M	16040	1.60%	SOLE
16	SCHWAB CHARLES CORP	COM	$4.1M	44119	1.37%	SOLE
17	MARKEL GROUP INC	COM	$4.0M	2067	1.30%	SOLE
18	SHERWIN WILLIAMS CO	COM	$3.3M	10376	1.10%	SOLE
19	STATE STR SPDR S&P 500 ETF T	TR UNIT	$3.3M	5041	1.08%	SOLE
20	WASTE MGMT INC DEL	COM	$3.1M	13319	1.01%	SOLE
21	MICROSOFT CORP	COM	$3.0M	7984	0.97%	SOLE
22	LOUISIANA PAC CORP	COM	$2.3M	31425	0.75%	SOLE
23	BERKSHIRE HATHAWAY INC DEL	CL A	$2.2M	3	0.71%	SOLE
24	UNION PAC CORP	COM	$2.0M	8193	0.66%	SOLE
25	COLGATE PALMOLIVE CO	COM	$1.7M	20258	0.57%	SOLE
26	VEEVA SYS INC	CL A COM	$1.7M	9480	0.55%	SOLE
27	ALPHABET INC	CAP STK CL A	$1.6M	5397	0.51%	SOLE
28	VANGUARD INDEX FDS	MCAP VL IDXVIP	$1.5M	7902	0.48%	SOLE
29	JOHNSON & JOHNSON	COM	$1.3M	5358	0.43%	SOLE
30	AUTOMATIC DATA PROCESSING IN	COM	$1.3M	6299	0.42%	SOLE
31	LABCORP HOLDINGS INC	COM SHS	$1.1M	4161	0.37%	SOLE
32	SYSCO CORP	COM	$1.1M	14742	0.35%	SOLE
33	ISHARES TR	S&P 100 ETF	$873K	2746	0.29%	SOLE
34	PAYCHEX INC	COM	$779K	8460	0.26%	SOLE
35	BROADRIDGE FINL SOLUTIONS IN	COM	$721K	4438	0.24%	SOLE
36	DANAHER CORP DEL	COM	$678K	3578	0.22%	SOLE
37	ISHARES TR	RUSSELL 2000 ETF	$610K	2458	0.20%	SOLE
38	AMGEN INC	COM	$573K	1628	0.19%	SOLE
39	LOCKHEED MARTIN CORP	COM	$563K	932	0.19%	SOLE
40	RTX CORPORATION	COM	$539K	2795	0.18%	SOLE
41	INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$526K	7191	0.17%	SOLE
42	PROCTER & GAMBLE CO	COM	$449K	3107	0.15%	SOLE
43	FIDELITY WISE ORIGIN BITCOIN	SHS	$446K	7550	0.15%	SOLE
44	COMCAST CORP NEW	CL A	$439K	15282	0.14%	SOLE
45	AMERICAN EXPRESS CO	COM	$436K	1442	0.14%	SOLE
46	INTERNATIONAL BUSINESS MACHS	COM	$435K	1793	0.14%	SOLE
47	ISHARES INC	MSCI SWITZERLAND	$418K	7101	0.14%	SOLE
48	ISHARES TR	GLOB HLTHCRE ETF	$392K	4193	0.13%	SOLE
49	3M CO	COM	$375K	2584	0.12%	SOLE
50	REPUBLIC SVCS INC	COM	$342K	1563	0.11%	SOLE

1–50 of 68

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.