East Coast Asset Management, LLC.
13F Reported Value
ⓘ$303.4M
Holdings
68
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
East Coast Asset Management, LLC. disclosed 68 positions worth $303.4M in its Form 13F-HR for Q1 2026, led by $GOOGL (Alphabet Inc.) at 15.7% of the equity portfolio, followed by $TSLA and $PRM. During the quarter the fund opened 2 new positions and exited 3 — including a new stake in $VEEV and a full exit from $CR. The portfolio is most concentrated in Technology (28.1% of disclosed assets). All figures are sourced directly from East Coast Asset Management, LLC.’s Form 13F-HR filing with the SEC under CIK 1579254.
AI Fund Analysis
Diversifying
Sector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 80.2#45
Quality
$47.6M165,966 sh - 50.1#1,478
Quality
$37.1M99,862 sh - 56.5#1,097
Quality
$33.2M1,357,583 sh - 75.4
Quality
$26.9M23,220 sh - 29.5
Quality
$16.1M137,244 sh - 64.5
Quality
$14.5M30,163 sh - 74.6
Quality
$12.4M59,474 sh - 81.7
Quality
$11.4M22,883 sh - 70.2
Quality
$10.3M28,729 sh - 76.1
Quality
$9.8M38,704 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Alphabet Inc.$GOOGL | 80.2#45 | $47.6M | 165,966 |
 Tesla, Inc.$TSLA | 50.1#1,478 | $37.1M | 99,862 |
 Perimeter Solutions, Inc.$PRM | 56.5#1,097 | $33.2M | 1,357,583 |
 TransDigm Group INC$TDG | 75.4 | $26.9M | 23,220 |
 EchoStar CORP$ECHO | 29.5 | $16.1M | 137,244 |
 BERKSHIRE HATHAWAY INC$BRK.B | 64.5 | $14.5M | 30,163 |
 AMAZON COM INC$AMZN | 74.6 | $12.4M | 59,474 |
 Mastercard Inc$MA | 81.7 | $11.4M | 22,883 |
 Woodward, Inc.$WWD | 70.2 | $10.3M | 28,729 |
 Apple Inc.$AAPL | 76.1 | $9.8M | 38,704 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of East Coast Asset Management, LLC.'s 68 positions.
Showing top 10 of 68 holdings.
Sector Allocation
Technology
$85.3M
Industrials
$77.0M
Financials
$48.7M
Healthcare
$37.2M
Consumer Discretionary
$24.8M
Communication Services
$16.5M
Other
$8.3M
Utilities
$3.4M
Full Holdings — East Coast Asset Management, LLC. (Q1 2026)
All 68 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $GOOGL | Alphabet Inc. | $47.6M | 15.7% | -15% | 80.2 |
| 2 | $TSLA | Tesla, Inc. | $37.1M | 12.2% | +22% | 50.1 |
| 3 | $PRM | Perimeter Solutions, Inc. | $33.2M | 10.9% | -1% | 56.5 |
| 4 | $TDG | TransDigm Group INC | $26.9M | 8.9% | -1% | 75.4 |
| 5 | $ECHO | EchoStar CORP | $16.1M | 5.3% | +0% | 29.5 |
| 6 | $BRK.B | BERKSHIRE HATHAWAY INC | $14.5M | 4.8% | -1% | 64.5 |
| 7 | $AMZN | AMAZON COM INC | $12.4M | 4.1% | -2% | 74.6 |
| 8 | $MA | Mastercard Inc | $11.4M | 3.8% | -2% | 81.7 |
| 9 | $WWD | Woodward, Inc. | $10.3M | 3.4% | -1% | 70.2 |
| 10 | $AAPL | Apple Inc. | $9.8M | 3.2% | -2% | 76.1 |
| 11 |  $META | Meta Platforms, Inc. | $8.1M | 2.7% | -35% | 80.9 |
| 12 |  $TJX | TJX COMPANIES INC /DE/ | $7.2M | 2.4% | -1% | 70.7 |
| 13 |  $MCO | MOODYS CORP /DE/ | $6.0M | 2.0% | -3% | 81.3 |
| 14 |  $DE | DEERE & CO | $5.7M | 1.9% | -1% | 57.4 |
| 15 |  $V | VISA INC. | $4.8M | 1.6% | -1% | 83.5 |
| 16 |  $SCHW | SCHWAB CHARLES CORP | $4.1M | 1.4% | -2% | 77.2 |
| 17 |  $MKL | MARKEL GROUP INC. | $4.0M | 1.3% | -1% | 68.2 |
| 18 |  $SHW | SHERWIN WILLIAMS CO | $3.3M | 1.1% | -1% | 65.3 |
| 19 |  $SPY | SPDR S&P 500 ETF TRUST | $3.3M | 1.1% | +0% | — |
| 20 |  $WM | WASTE MANAGEMENT INC | $3.1M | 1.0% | -1% | 70.7 |
| 21 |  $MSFT | MICROSOFT CORP | $3.0M | 1.0% | -4% | 83.7 |
| 22 |  $LPX | LOUISIANA-PACIFIC CORP | $2.3M | 0.8% | -2% | 50.7 |
| 23 |  $BRK.A | BERKSHIRE HATHAWAY INC | $2.2M | 0.7% | +0% | 64.5 |
| 24 |  $UNP | UNION PACIFIC CORP | $2.0M | 0.7% | -2% | 74 |
| 25 |  $CL | COLGATE PALMOLIVE CO | $1.7M | 0.6% | -2% | 72.4 |
| 26 |  $VEEV | VEEVA SYSTEMS INC | $1.7M | 0.6% | NEW | 77.8 |
| 27 |  $GOOG | Alphabet Inc. | $1.6M | 0.5% | +0% | 80.2 |
| 28 | — | VANGUARD INDEX FDS | $1.5M | 0.5% | +0% | — |
| 29 |  $JNJ | JOHNSON & JOHNSON | $1.3M | 0.4% | -1% | 72.8 |
| 30 |  $ADP | AUTOMATIC DATA PROCESSING INC | $1.3M | 0.4% | -5% | 77.9 |
| 31 |  $LH | LABCORP HOLDINGS INC. | $1.1M | 0.4% | -3% | 54.8 |
| 32 |  $SYY | SYSCO CORP | $1.1M | 0.3% | -3% | 58.4 |
| 33 | — | ISHARES TR | $873,420 | 0.3% | +0% | — |
| 34 |  $PAYX | PAYCHEX INC | $779,335 | 0.3% | -3% | 75.1 |
| 35 |  $BR | BROADRIDGE FINANCIAL SOLUTIONS, INC. | $721,114 | 0.2% | +0% | 77.6 |
| 36 |  $DHR | DANAHER CORP /DE/ | $678,491 | 0.2% | +0% | 63.9 |
| 37 | — | ISHARES TR | $609,734 | 0.2% | +0% | — |
| 38 |  $AMGN | AMGEN INC | $572,812 | 0.2% | +0% | 79.5 |
| 39 |  $LMT | LOCKHEED MARTIN CORP | $563,291 | 0.2% | +0% | 65 |
| 40 |  $RTX | RTX Corp | $539,335 | 0.2% | -2% | 70 |
| 41 |  $IVZ | Invesco Ltd. | $525,970 | 0.2% | +0% | — |
| 42 |  $PG | PROCTER & GAMBLE Co | $448,875 | 0.1% | +0% | 72.9 |
| 43 |  $FBTC | Fidelity Wise Origin Bitcoin Fund | $445,677 | 0.1% | +0% | — |
| 44 |  $CCZ | COMCAST CORP | $438,746 | 0.1% | -2% | 70.4 |
| 45 |  $AXP | AMERICAN EXPRESS CO | $436,176 | 0.1% | +0% | 73.2 |
| 46 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $434,631 | 0.1% | +0% | 66.7 |
| 47 | — | ISHARES INC | $417,629 | 0.1% | +0% | — |
| 48 | — | ISHARES TR | $392,244 | 0.1% | +0% | — |
| 49 |  $MMM | 3M CO | $375,352 | 0.1% | +0% | 60.7 |
| 50 |  $RSG | REPUBLIC SERVICES, INC. | $342,328 | 0.1% | +0% | 72 |
| 51 |  $WMT | Walmart Inc. | $323,841 | 0.1% | -5% | 63.2 |
| 52 | — | VANGUARD INDEX FDS | $298,775 | 0.1% | +0% | — |
| 53 |  $HD | HOME DEPOT, INC. | $280,247 | 0.1% | -9% | 69.2 |
| 54 |  $INTU | INTUIT INC. | $259,428 | 0.1% | +0% | 82 |
| 55 | — | PROFESIONALLY MANAGED PORTFO | $257,485 | 0.1% | -0% | — |
| 56 |  $ADBE | ADOBE INC. | $255,963 | 0.1% | +0% | 80.4 |
| 57 |  $RACE | Ferrari N.V. | $252,145 | 0.1% | +0% | — |
| 58 |  $COST | COSTCO WHOLESALE CORP /NEW | $241,136 | 0.1% | +0% | 67 |
| 59 | — | VANGUARD INDEX FDS | $236,303 | 0.1% | -9% | — |
| 60 | — | VANGUARD INTL EQUITY INDEX F | $234,415 | 0.1% | +0% | — |
| 61 |  $PFE | PFIZER INC | $228,599 | 0.1% | +0% | 69 |
| 62 |  $ETN | Eaton Corp plc | $220,682 | 0.1% | NEW | — |
| 63 |  $ACN | Accenture plc | $219,309 | 0.1% | +0% | — |
| 64 | — | ISHARES TR | $219,170 | 0.1% | +0% | — |
| 65 |  $JPM | JPMORGAN CHASE & CO | $217,384 | 0.1% | -7% | 35.6 |
| 66 |  $AMT | AMERICAN TOWER CORP /MA/ | $216,298 | 0.1% | +0% | 69.8 |
| 67 |  $ELV | Elevance Health, Inc. | $213,708 | 0.1% | +0% | 59.4 |
| 68 |  $BSX | BOSTON SCIENTIFIC CORP | $207,326 | 0.1% | +0% | 79.9 |
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