East Coast Asset Management, LLC.
East Coast Asset Management, LLC. reported 67 holdings worth US$339M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
East Coast Asset Management, LLC. reported 67 holdings worth US$339M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Tesla, Inc. and Perimeter Solutions, Sa. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 67
- Value as reported
- US$339M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Alphabet Inc (google) Class C | 163K | US$58.2M | 17.2% |
| Tesla, Inc. | 103K | US$43.3M | 12.8% |
| Perimeter Solutions, Sa | 1.09M | US$38.9M | 11.5% |
| Transdigm Group Inc. | 24,009 | US$32M | 9.4% |
| Echostar Corporation | 191K | US$19.3M | 5.7% |
| Berkshire Hathaway Inc. | 33,470 | US$16.7M | 4.9% |
| Amazon.com, Inc. | 66,992 | US$16M | 4.7% |
| Woodward, Inc. | 28,243 | US$12M | 3.5% |
| Mastercard Incorporated | 21,879 | US$11.2M | 3.3% |
| Apple Inc | 36,936 | US$10.7M | 3.2% |
| Tjx Companies, Inc. (the) | 43,911 | US$6.65M | 2.0% |
| Deere & Company | 9,888 | US$6.27M | 1.9% |
| Moody's Corporation | 13,295 | US$6.02M | 1.8% |
| Meta Platforms, Inc. | 9,754 | US$5.49M | 1.6% |
| Visa Inc. | 15,462 | US$5.3M | 1.6% |
| Charles Schwab Corporation (the) | 43,501 | US$4.01M | 1.2% |
| Markel Group Inc. | 2,001 | US$3.91M | 1.2% |
| Sherwin-williams Company (the) | 10,057 | US$3.46M | 1.0% |
| Veeva Systems Inc. | 19,483 | US$3.46M | 1.0% |
| Waste Management, Inc. | 13,035 | US$2.91M | 0.86% |
| Microsoft Corp. | 6,804 | US$2.54M | 0.75% |
| Louisiana-pacific Corporation | 29,748 | US$2.34M | 0.69% |
| Union Pacific Corporation | 7,969 | US$2.17M | 0.64% |
| Colgate-palmolive Company | 18,204 | US$1.67M | 0.49% |
| Johnson & Johnson | 5,075 | US$1.29M | 0.38% |
| Automatic Data Processing, Inc. | 5,596 | US$1.25M | 0.37% |
| Sysco Corporation | 14,343 | US$1.2M | 0.35% |
| Labcorp Holdings Inc. | 3,926 | US$1.1M | 0.32% |
| Paychex, Inc. | 8,324 | US$818K | 0.24% |
| Danaher Corporation | 3,579 | US$682K | 0.20% |
| Amgen Inc. | 1,628 | US$590K | 0.17% |
| Rtx Corporation | 2,766 | US$525K | 0.15% |
| International Business Machines Corporation | 1,793 | US$504K | 0.15% |
| Space Exploration Technologies Corp | 2,915 | US$498K | 0.15% |
| American Express Company | 1,442 | US$488K | 0.14% |
| Lockheed Martin Corporation | 932 | US$475K | 0.14% |
| Broadridge Financial Solutions, Inc. | 3,363 | US$461K | 0.14% |
| Procter & Gamble Company (the) | 3,108 | US$456K | 0.13% |
| 3m Company | 2,538 | US$411K | 0.12% |
| Comcast Corporation | 15,100 | US$371K | 0.11% |
| Walmart Inc. | 2,568 | US$291K | 0.09% |
| Home Depot, Inc. (the) | 813 | US$287K | 0.08% |
| Elevance Health, Inc. | 730 | US$282K | 0.08% |
| Republic Services, Inc. | 1,063 | US$227K | 0.07% |
| Costco Wholesale Corporation | 242 | US$226K | 0.07% |
| Adobe Inc. | 1,053 | US$216K | 0.06% |
| American Tower Corporation (reit) | 1,253 | US$205K | 0.06% |
| Yum! Brands, Inc. | 1,263 | US$202K | 0.06% |
| Pfizer, Inc. | 0 | US$0 | 0.00% |
| Boston Scientific Corporation | 0 | US$0 | 0.00% |
| Intuit Inc. | 0 | US$0 | 0.00% |
| Jp Morgan Chase & Co. | 0 | US$0 | 0.00% |
Source
View original at SEC
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