East Coast Asset Management, LLC.

13F filer · CIK 0001579254

Reported Aug 14, 2026

Net seller this quarter

13F portfolio value$339MU.S. long equity reported on 13F

Positions542 new · 5 closed

Net flow last quarter-$7.83MBuys minus sells

Top 10 positions weight75.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 14, 202654 positions
GOOGAlphabet Inc.	$56.4M	16.65%	Not reported	-3.9%	Q4 2015
TSLATesla, Inc.	$43.3M	12.78%	0.00%	+3.1%	Q2 2024
PRMPerimeter Solutions, Inc.	$38.9M	11.48%	0.67%	-19.7%	Q4 2021
TDGTransDigm Group INC	$32M	9.45%	0.04%	+3.4%	Q2 2015
ECHOEchoStar CORP	$19.3M	5.71%	0.40%	+38.9%	Q4 2025
AMZNAmazon Com Inc	$16M	4.72%	0.00%	+12.6%	Q1 2013
BRK.BBerkshire Hathaway Inc	$14.5M	4.28%	Not reported	-3.9%	Q4 2012
WWDWoodward, Inc.	$12M	3.55%	0.05%	-1.7%	Q2 2020
MAMastercard Inc	$11.2M	3.32%	0.00%	-4.4%	Q4 2012
AAPLApple Inc.	$10.7M	3.16%	0.00%	-4.6%	Q4 2012
TJXTJX Companies Inc	$6.65M	1.96%	0.00%	-2.5%	Q4 2012
DEDeere & Co	$6.27M	1.85%	0.00%	-2.6%	Q4 2012
MCOMoodys Corp	$6.02M	1.78%	0.01%	-3.9%	Q2 2014
METAMeta Platforms, Inc.	$5.49M	1.62%	Not reported	-31.3%	Q4 2012
VVisa Inc.	$5.3M	1.57%	0.00%	-3.6%	Q4 2012
SCHWSchwab Charles Corp	$4.01M	1.19%	0.00%	-1.4%	Q4 2012
MKLMarkel Group Inc.	$3.91M	1.15%	0.02%	-3.2%	Q1 2024
SPYSPDR S&P 500 ETF Trust	$3.58M	1.06%	Not reported	-4.9%	Q4 2012
SHWSherwin Williams Co	$3.46M	1.02%	0.00%	-3.1%	Q4 2012
VEEVVeeva Systems Inc	$3.46M	1.02%	0.01%	+105.5%	Q1 2026
WMWaste Management Inc	$2.91M	0.86%	0.00%	-2.1%	Q4 2012
MSFTMicrosoft Corp	$2.54M	0.75%	0.00%	-14.8%	Q4 2012
LPXLouisiana-Pacific Corp	$2.34M	0.69%	0.04%	-5.3%	Q3 2023
BRK.ABerkshire Hathaway Inc	$2.25M	0.66%	Not reported	Not reported	Q4 2012
UNPUnion Pacific Corp	$2.17M	0.64%	0.00%	-2.7%	Q4 2012
GOOGLAlphabet Inc.	$1.87M	0.55%	0.00%	-3.0%	Q4 2015
CLColgate Palmolive Co	$1.67M	0.49%	0.00%	-10.1%	Q4 2012
JNJJohnson & Johnson	$1.29M	0.38%	0.00%	-5.3%	Q4 2012
ADPAutomatic Data Processing Inc	$1.25M	0.37%	0.00%	-11.2%	Q4 2012
SYYSysco Corp	$1.2M	0.35%	0.00%	-2.7%	Q4 2012
LHLabcorp Holdings Inc.	$1.1M	0.32%	0.00%	-5.7%	Q2 2024
PAYXPaychex Inc	$818K	0.24%	0.00%	-1.6%	Q4 2012
DHRDanaher Corp	$682K	0.20%	0.00%	0.0%	Q4 2012
AMGNAmgen Inc	$590K	0.17%	0.00%	Not reported	Q4 2012
RTXRTX Corp	$525K	0.15%	0.00%	-1.0%	Q2 2020
IBMInternational Business Machines Corp	$504K	0.15%	0.00%	Not reported	Q4 2012
SPCXSpace Exploration Technologies Corp	$498K	0.15%	Not reported	New	Q2 2026
AXPAmerican Express Co	$488K	0.14%	0.00%	Not reported	Q4 2012
LMTLockheed Martin Corp	$475K	0.14%	0.00%	Not reported	Q4 2012
BRBroadridge Financial Solutions, Inc.	$461K	0.14%	0.00%	-24.2%	Q4 2012
PGPROCTER & GAMBLE Co	$456K	0.13%	0.00%	0.0%	Q4 2012
MMM3m Co	$411K	0.12%	0.00%	-1.8%	Q4 2012
FBTCFidelity Wise Origin Bitcoin Fund	$385K	0.11%	0.00%	Not reported	Q3 2025
CMCSAComcast Corp	$371K	0.11%	0.00%	-1.2%	Q4 2012
WMTWalmart Inc.	$291K	0.09%	0.00%	-1.4%	Q4 2012
HDHome Depot, Inc.	$287K	0.08%	0.00%	-4.6%	Q4 2012
ELVElevance Health, Inc.	$282K	0.08%	0.00%	Not reported	Q3 2018
RACEFerrari N.V.	$277K	0.08%	0.00%	Not reported	Q1 2016
ETNEaton Corp plc	$263K	0.08%	0.00%	Not reported	Q4 2012
RSGRepublic Services, Inc.	$227K	0.07%	0.00%	-32.0%	Q4 2012

Q1 2026Reported May 15, 202657 positions
GOOGAlphabet Inc.	$47.6M	15.69%	Not reported	-15.4%	Q4 2015
TSLATesla, Inc.	$37.1M	12.23%	0.00%	+22.4%	Q2 2024
PRMPerimeter Solutions, Inc.	$33.2M	10.93%	0.83%	-0.6%	Q4 2021
TDGTransDigm Group INC	$26.9M	8.87%	0.04%	-0.5%	Q2 2015
ECHOEchoStar CORP	$16.1M	5.29%	0.29%	Not reported	Q4 2025
BRK.BBerkshire Hathaway Inc	$14.5M	4.76%	Not reported	-1.4%	Q4 2012
AMZNAmazon Com Inc	$12.4M	4.08%	0.00%	-1.6%	Q1 2013
MAMastercard Inc	$11.4M	3.77%	0.00%	-1.5%	Q4 2012
WWDWoodward, Inc.	$10.3M	3.39%	0.05%	-1.1%	Q2 2020
AAPLApple Inc.	$9.82M	3.24%	0.00%	-2.3%	Q4 2012
METAMeta Platforms, Inc.	$8.13M	2.68%	Not reported	-35.0%	Q4 2012
TJXTJX Companies Inc	$7.19M	2.37%	0.00%	-1.4%	Q4 2012
MCOMoodys Corp	$6.03M	1.99%	0.01%	-2.9%	Q2 2014
DEDeere & Co	$5.72M	1.88%	0.00%	-0.9%	Q4 2012
VVisa Inc.	$4.85M	1.60%	0.00%	-1.2%	Q4 2012
SCHWSchwab Charles Corp	$4.15M	1.37%	0.00%	-1.9%	Q4 2012
MKLMarkel Group Inc.	$3.96M	1.30%	0.02%	-1.4%	Q1 2024
SHWSherwin Williams Co	$3.33M	1.10%	0.00%	-0.9%	Q4 2012
SPYSPDR S&P 500 ETF Trust	$3.28M	1.08%	Not reported	Not reported	Q4 2012
WMWaste Management Inc	$3.06M	1.01%	0.00%	-0.8%	Q4 2012
MSFTMicrosoft Corp	$2.96M	0.97%	0.00%	-3.9%	Q4 2012
LPXLouisiana-Pacific Corp	$2.29M	0.75%	0.04%	-2.4%	Q3 2023
BRK.ABerkshire Hathaway Inc	$2.15M	0.71%	Not reported	Not reported	Q4 2012
UNPUnion Pacific Corp	$1.99M	0.66%	0.00%	-1.5%	Q4 2012
CLColgate Palmolive Co	$1.73M	0.57%	0.00%	-1.6%	Q4 2012
VEEVVeeva Systems Inc	$1.67M	0.55%	0.01%	New	Q1 2026
GOOGLAlphabet Inc.	$1.55M	0.51%	0.00%	Not reported	Q4 2015
JNJJohnson & Johnson	$1.31M	0.43%	0.00%	-1.3%	Q4 2012
ADPAutomatic Data Processing Inc	$1.28M	0.42%	0.00%	-5.3%	Q4 2012
LHLabcorp Holdings Inc.	$1.11M	0.37%	0.01%	-3.2%	Q2 2024
SYYSysco Corp	$1.05M	0.35%	0.00%	-2.6%	Q4 2012
PAYXPaychex Inc	$779K	0.26%	0.00%	-2.9%	Q4 2012
BRBroadridge Financial Solutions, Inc.	$721K	0.24%	0.00%	Not reported	Q4 2012
DHRDanaher Corp	$678K	0.22%	0.00%	Not reported	Q4 2012
AMGNAmgen Inc	$573K	0.19%	0.00%	Not reported	Q4 2012
LMTLockheed Martin Corp	$563K	0.19%	0.00%	Not reported	Q4 2012
RTXRTX Corp	$539K	0.18%	0.00%	-2.2%	Q2 2020
PGPROCTER & GAMBLE Co	$449K	0.15%	0.00%	Not reported	Q4 2012
FBTCFidelity Wise Origin Bitcoin Fund	$446K	0.15%	0.00%	Not reported	Q3 2025
CMCSAComcast Corp	$439K	0.14%	0.00%	-1.5%	Q4 2012
AXPAmerican Express Co	$436K	0.14%	0.00%	Not reported	Q4 2012
IBMInternational Business Machines Corp	$435K	0.14%	0.00%	Not reported	Q4 2012
MMM3m Co	$375K	0.12%	0.00%	Not reported	Q4 2012
RSGRepublic Services, Inc.	$342K	0.11%	0.00%	Not reported	Q4 2012
WMTWalmart Inc.	$324K	0.11%	0.00%	-4.6%	Q4 2012
HDHome Depot, Inc.	$280K	0.09%	0.00%	-9.1%	Q4 2012
INTUIntuit Inc.	$259K	0.09%	0.00%	Not reported	Q4 2020
ADBEAdobe Inc.	$256K	0.08%	0.00%	Not reported	Q4 2012
RACEFerrari N.V.	$252K	0.08%	0.00%	Not reported	Q1 2016
COSTCostco Wholesale Corp	$241K	0.08%	0.00%	Not reported	Q4 2012

Q4 2025Reported Feb 17, 202658 positions
GOOGAlphabet Inc.	$61.5M	18.10%	Not reported	-2.1%	Q4 2015
PRMPerimeter Solutions, Inc.	$37.6M	11.06%	0.91%	-13.2%	Q4 2021
TSLATesla, Inc.	$36.7M	10.79%	0.00%	+19.3%	Q2 2024
TDGTransDigm Group INC	$31M	9.13%	0.04%	-0.2%	Q2 2015
BRK.BBerkshire Hathaway Inc	$15.4M	4.52%	Not reported	-3.5%	Q4 2012
ECHOEchoStar CORP	$14.9M	4.39%	0.29%	New	Q4 2025
METAMeta Platforms, Inc.	$14.4M	4.24%	Not reported	-47.8%	Q4 2012
AMZNAmazon Com Inc	$13.9M	4.10%	0.00%	-1.6%	Q1 2013
MAMastercard Inc	$13.3M	3.90%	0.00%	-0.3%	Q4 2012
AAPLApple Inc.	$10.8M	3.17%	0.00%	+0.7%	Q4 2012
WWDWoodward, Inc.	$8.78M	2.58%	0.05%	-0.8%	Q2 2020
MCOMoodys Corp	$7.27M	2.14%	0.01%	-0.9%	Q2 2014
TJXTJX Companies Inc	$7.01M	2.06%	0.00%	-2.3%	Q4 2012
VVisa Inc.	$5.69M	1.67%	0.00%	-1.6%	Q4 2012
DEDeere & Co	$4.77M	1.40%	0.00%	-0.2%	Q4 2012
MKLMarkel Group Inc.	$4.51M	1.33%	0.02%	-0.7%	Q1 2024
SCHWSchwab Charles Corp	$4.49M	1.32%	0.00%	+0.2%	Q4 2012
MSFTMicrosoft Corp	$4.02M	1.18%	0.00%	+10.3%	Q4 2012
SPYSPDR S&P 500 ETF Trust	$3.44M	1.01%	Not reported	-3.2%	Q4 2012
SHWSherwin Williams Co	$3.39M	1.00%	0.00%	-1.0%	Q4 2012
WMWaste Management Inc	$2.95M	0.87%	0.00%	-1.6%	Q4 2012
LPXLouisiana-Pacific Corp	$2.6M	0.76%	0.05%	-1.9%	Q3 2023
BRK.ABerkshire Hathaway Inc	$2.26M	0.67%	Not reported	Not reported	Q4 2012
UNPUnion Pacific Corp	$1.92M	0.57%	0.00%	-1.6%	Q4 2012
CRCrane Co	$1.84M	0.54%	0.02%	Not reported	Q2 2023
ADPAutomatic Data Processing Inc	$1.71M	0.50%	0.00%	+1.0%	Q4 2012
GOOGLAlphabet Inc.	$1.69M	0.50%	0.00%	+0.2%	Q4 2015
CLColgate Palmolive Co	$1.63M	0.48%	0.00%	-0.3%	Q4 2012
JNJJohnson & Johnson	$1.12M	0.33%	0.00%	-2.9%	Q4 2012
SYYSysco Corp	$1.11M	0.33%	0.00%	-2.8%	Q4 2012
LHLabcorp Holdings Inc.	$1.08M	0.32%	0.01%	-0.3%	Q2 2024
BRBroadridge Financial Solutions, Inc.	$990K	0.29%	0.00%	+27.2%	Q4 2012
PAYXPaychex Inc	$977K	0.29%	0.00%	Not reported	Q4 2012
DHRDanaher Corp	$819K	0.24%	0.00%	-3.0%	Q4 2012
FBTCFidelity Wise Origin Bitcoin Fund	$576K	0.17%	0.00%	+222.0%	Q3 2025
AXPAmerican Express Co	$533K	0.16%	0.00%	Not reported	Q4 2012
AMGNAmgen Inc	$533K	0.16%	0.00%	Not reported	Q4 2012
IBMInternational Business Machines Corp	$531K	0.16%	0.00%	+0.1%	Q4 2012
RTXRTX Corp	$524K	0.15%	0.00%	-12.8%	Q2 2020
CMCSAComcast Corp	$464K	0.14%	0.00%	-16.5%	Q4 2012
LMTLockheed Martin Corp	$451K	0.13%	0.00%	-5.1%	Q4 2012
PGPROCTER & GAMBLE Co	$445K	0.13%	0.00%	0.0%	Q4 2012
MMM3m Co	$414K	0.12%	0.00%	0.0%	Q4 2012
INTUIntuit Inc.	$397K	0.12%	0.00%	Not reported	Q4 2020
ADBEAdobe Inc.	$369K	0.11%	0.00%	Not reported	Q4 2012
RSGRepublic Services, Inc.	$331K	0.10%	0.00%	Not reported	Q4 2012
HDHome Depot, Inc.	$322K	0.09%	0.00%	-9.9%	Q4 2012
BSXBoston Scientific Corp	$315K	0.09%	0.00%	Not reported	Q1 2024
WMTWalmart Inc.	$304K	0.09%	0.00%	0.0%	Q4 2012
ACNAccenture plc	$297K	0.09%	0.00%	Not reported	Q4 2012

Q3 2025Reported Nov 14, 202558 positions
GOOGAlphabet Inc.	$48.8M	15.28%	Not reported	-6.1%	Q4 2015
PRMPerimeter Solutions, Inc.	$35.2M	11.04%	1.06%	-24.0%	Q4 2021
TDGTransDigm Group INC	$30.8M	9.66%	0.04%	-1.0%	Q2 2015
METAMeta Platforms, Inc.	$30.7M	9.63%	Not reported	-2.1%	Q4 2012
TSLATesla, Inc.	$30.4M	9.53%	0.00%	+15.2%	Q2 2024
BRK.BBerkshire Hathaway Inc	$15.9M	4.99%	Not reported	-2.8%	Q4 2012
AMZNAmazon Com Inc	$13.5M	4.22%	0.00%	-2.4%	Q1 2013
MAMastercard Inc	$13.3M	4.15%	0.00%	-0.6%	Q4 2012
AAPLApple Inc.	$10M	3.14%	0.00%	-1.2%	Q4 2012
WWDWoodward, Inc.	$7.4M	2.32%	0.05%	-0.6%	Q2 2020
MCOMoodys Corp	$6.85M	2.15%	0.01%	-3.8%	Q2 2014
TJXTJX Companies Inc	$6.76M	2.12%	0.00%	-0.8%	Q4 2012
VVisa Inc.	$5.63M	1.76%	0.00%	-1.2%	Q4 2012
DEDeere & Co	$4.69M	1.47%	0.00%	+0.2%	Q4 2012
SCHWSchwab Charles Corp	$4.29M	1.34%	0.00%	-0.1%	Q4 2012
MKLMarkel Group Inc.	$4.03M	1.26%	0.02%	-2.8%	Q1 2024
MSFTMicrosoft Corp	$3.9M	1.22%	0.00%	-1.2%	Q4 2012
SHWSherwin Williams Co	$3.66M	1.15%	0.00%	-0.1%	Q4 2012
SPYSPDR S&P 500 ETF Trust	$3.47M	1.09%	Not reported	Not reported	Q4 2012
WMWaste Management Inc	$3.01M	0.94%	0.00%	-0.4%	Q4 2012
LPXLouisiana-Pacific Corp	$2.92M	0.91%	0.05%	-2.3%	Q3 2023
CHTRCharter Communications, Inc.	$2.65M	0.83%	0.00%	-5.6%	Q4 2015
BRK.ABerkshire Hathaway Inc	$2.26M	0.71%	Not reported	Not reported	Q4 2012
UNPUnion Pacific Corp	$2M	0.63%	0.00%	-0.3%	Q4 2012
ADPAutomatic Data Processing Inc	$1.93M	0.61%	0.00%	-0.7%	Q4 2012
CRCrane Co	$1.83M	0.57%	0.02%	+2.1%	Q2 2023
CLColgate Palmolive Co	$1.65M	0.52%	0.00%	+0.2%	Q4 2012
GOOGLAlphabet Inc.	$1.31M	0.41%	0.00%	-1.2%	Q4 2015
SYYSysco Corp	$1.28M	0.40%	0.00%	-0.4%	Q4 2012
LHLabcorp Holdings Inc.	$1.24M	0.39%	0.01%	-0.1%	Q2 2024
PAYXPaychex Inc	$1.1M	0.35%	0.00%	Not reported	Q4 2012
JNJJohnson & Johnson	$1.04M	0.32%	0.00%	-0.3%	Q4 2012
BRBroadridge Financial Solutions, Inc.	$831K	0.26%	0.00%	Not reported	Q4 2012
DHRDanaher Corp	$732K	0.23%	0.00%	0.0%	Q4 2012
CMCSAComcast Corp	$584K	0.18%	0.00%	+0.1%	Q4 2012
RTXRTX Corp	$549K	0.17%	0.00%	+0.1%	Q2 2020
IBMInternational Business Machines Corp	$505K	0.16%	0.00%	+0.2%	Q4 2012
LMTLockheed Martin Corp	$490K	0.15%	0.00%	Not reported	Q4 2012
AXPAmerican Express Co	$479K	0.15%	0.00%	Not reported	Q4 2012
PGPROCTER & GAMBLE Co	$477K	0.15%	0.00%	Not reported	Q4 2012
AMGNAmgen Inc	$459K	0.14%	0.00%	Not reported	Q4 2012
HDHome Depot, Inc.	$421K	0.13%	0.00%	Not reported	Q4 2012
INTUIntuit Inc.	$410K	0.13%	0.00%	Not reported	Q4 2020
MMM3m Co	$401K	0.13%	0.00%	Not reported	Q4 2012
ADBEAdobe Inc.	$371K	0.12%	0.00%	Not reported	Q4 2012
RACEFerrari N.V.	$361K	0.11%	0.00%	Not reported	Q1 2016
RSGRepublic Services, Inc.	$359K	0.11%	0.00%	Not reported	Q4 2012
BSXBoston Scientific Corp	$323K	0.10%	0.00%	Not reported	Q1 2024
LBRDKLiberty Broadband Corp	$309K	0.10%	Not reported	-15.2%	Q2 2020
WMTWalmart Inc.	$281K	0.09%	0.00%	-18.2%	Q4 2012

Premium opens every quarter this fund has filed