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East Coast Asset Management, LLC.

CIK 1579254 · latest 13F filed 26 October 2026 · Read the filing on EDGAR

East Coast Asset Management, LLC. reported 81 US-listed holdings worth $623.9 million in its 13F for the quarter ended 30 June 2026, filed 26 October 2026. Its largest: Alphabet Inc. (16.7%), Tesla, Inc. (15.9%) and Perimeter Solutions Inc (13.3%). Against the quarter before, it opened 5 positions, added to 7, trimmed 40 and sold out of 4.

Reported holdings$623.9M+11.7% on Q1 2026
Positions81+1 on Q1 2026
The largest ten78.9%of its reported holdings
Latest 13FQ2 2026filed 26 October 2026
Where the money is
Added toTrimmed
GOOG16.7%TSLA15.9%PRM13.3%TDG11.4%ECHO7.6%AMZN4.4%BRKB3.1%WWD2.3%MA2.2%AAPL2.1%GOOGL1.7%VEEV1.6%TJX1.5%67 more14.8%

The 14 largest of its 81 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $301.2 million in 73 positions$301MQ3 24Q4 2024: $299.3 million in 71 positions$299MQ4 24Q1 2025: $282.4 million in 69 positions$282MQ1 25Q2 2025: $301.4 million in 69 positions$301MQ2 25Q3 2025: $574.7 million in 77 positions$575MQ3 25Q4 2025: $629.8 million in 75 positions$630MQ4 25Q1 2026: $558.4 million in 80 positions$558MQ1 26Q2 2026: $623.9 million in 81 positions$624MQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +39.1% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.

Its reported holdingsThe S&P 500
105120135Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Its holdings +39.1%S&P 500 +30.2%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 5Added 7Held 29Trimmed 40Sold out 4
Opened: 5Added: 7Held: 29Trimmed: 40Sold out: 4

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 5

  1. Space Exploration Techn Corp. Class A Com STK SPCX$634,061
  2. Intel Corp. INTC$294,644
  3. Vanguard Value ETF VTV$218,366
  4. Yum! Brands, Inc. YUM$201,903
  5. Carrier Global Corp. CARR$200,124

Added to 7

  1. EchoStar Corp. ECHO+123,023 shares · +36%
  2. Amazon.com Inc. AMZN+25,368 shares · +28%
  3. Veeva Systems Inc. VEEV+24,542 shares · +74%
  4. Tesla, Inc. TSLA+3,175 shares · +1%
  5. TransDigm Group Inc. TDG+383 shares · +1%
  6. Charles Schwab Corp. SCHW+148 shares · +0%
  7. Union Pacific Corp. UNP+39 shares · +0%

Trimmed 40

  1. Perimeter Solutions Inc PRM-673,709 shares · -22%
  2. Meta Platforms, Inc. META-13,915 shares · -48%
  3. Alphabet Inc. GOOG-17,310 shares · -6%
  4. JPMorgan Chase & Co. JPM-2,321 shares · -42%
  5. Oracle Corp. ORCL-4,997 shares · -45%
  6. Microsoft Corp. MSFT-1,677 shares · -14%
  7. General Electric Co. GE-1,000 shares · -65%
  8. Apple Inc. AAPL-1,272 shares · -3%

and 32 more in the table below

Sold out of 4

  1. ExxonMobil Holdings Corp. XOM$656,754 last quarter
  2. Home Depot, Inc. HD$314,079 last quarter
  3. Walmart Inc. WMT$269,342 last quarter
  4. Accenture plc ACN$219,309 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Alphabet Inc. GOOG294.5K$104.1 million16.68%-17.3K
Tesla, Inc. TSLA235.7K$99.1 million15.89%+3.2K
Perimeter Solutions Inc PRM2.3M$82.7 million13.26%-673.7K
TransDigm Group Inc. TDG53.2K$70.9 million11.36%+383
EchoStar Corp. ECHO468.7K$47.6 million7.63%+123.0K
Amazon.com Inc. AMZN116.0K$27.6 million4.43%+25.4K
Berkshire Hathaway Inc. Class B BRKB38.5K$19.3 million3.09%-721
Woodward, Inc. WWD34.1K$14.5 million2.33%-242
Mastercard Inc. MA26.5K$13.6 million2.18%-686
Apple Inc. AAPL45.2K$13.1 million2.10%-1.3K
Alphabet Inc. GOOGL29.6K$10.6 million1.70%-159
Veeva Systems Inc. VEEV57.9K$10.3 million1.65%+24.5K
TJX Companies Inc. TJX62.3K$9.4 million1.51%-552
Meta Platforms, Inc. META15.3K$8.6 million1.39%-13.9K
Deere & Co. DE13.5K$8.5 million1.37%-39
Moody's Corp. MCO18.0K$8.2 million1.31%-268
Visa Inc. V19.1K$6.6 million1.05%-491
Charles Schwab Corp. SCHW58.8K$5.4 million0.87%+148
Sherwin Williams Co. SHW15.3K$5.3 million0.85%-217
Markel CP Hldg Co. MKL2.6K$5.1 million0.82%-19
SPDR S&P 500 SPY5.2K$3.9 million0.63%-248
Microsoft Corp. MSFT10.4K$3.9 million0.62%-1.7K
Waste Management Inc. WM15.4K$3.4 million0.55%-153
Louisiana-Pacific Corp. LPX38.9K$3.1 million0.49%-1.4K
Union Pacific Corp. UNP10.5K$2.8 million0.46%+39
Berkshire Hathaway Inc. Del3$2.2 million0.36%no change
Colgate-Palmolive Co. CL24.1K$2.2 million0.35%-1.8K
Automatic Data Processing Inc. ADP8.2K$1.8 million0.29%-645
Johnson & Johnson JNJ6.4K$1.6 million0.26%-283
Vanguard Mid Cap Value ETF VOE8.0K$1.6 million0.25%-131
Sysco Corp. SYY18.2K$1.5 million0.24%-205
Labcorp Holdings Inc. LH4.7K$1.3 million0.21%-140
International Business Machines Corp. IBM3.9K$1.1 million0.18%no change
JPMorgan Chase & Co. JPM3.3K$1.1 million0.17%-2.3K
iShares Trust OEF2.7K$1.0 million0.16%no change
Paychex Inc. PAYX10.2K$1.0 million0.16%-136
Oracle Corp. ORCL6.0K$881,4490.14%-5.0K
iShares Russell 2000 ETF IWM2.8K$839,9640.13%-18
Procter & Gamble Co. PG5.4K$793,4240.13%no change
Lockheed Martin Corp. LMT1.4K$725,4710.12%no change
Broadridge Financial Solutions, Inc. BR5.2K$717,3670.11%-1.1K
RTX Corp. RTX3.6K$686,0320.11%-30
Danaher Corp. DHR3.6K$681,6410.11%no change
Akre Focus ETF AKRE12.7K$675,8850.11%no change
Ferrari N.V. RACE1.8K$657,0920.11%no change
Space Exploration Techn Corp. Class A Com STK SPCX3.7K$634,0610.10%new
3M Co. MMM3.9K$631,0630.10%-47
iShares EWL10.0K$627,0750.10%no change
Amgen Inc. AMGN1.6K$589,5310.09%no change
Invesco S&P 500 Low Volatility ETF SPLV6.9K$515,8580.08%-304
Norfolk Southern Corp. NSC1.6K$503,3440.08%no change
American Express Co. AXP1.4K$487,7570.08%no change
Fidelity Wise Origin Bitcoin FBTC9.2K$472,1100.08%no change
Vanguard Ftse Emerging Markets VWO7.7K$461,6420.07%no change
GE Vernova Inc. GEV386$453,4960.07%no change
iShares Trust IWF3.5K$431,6150.07%no change
American Tower Corp. AMT2.6K$431,1740.07%+1
Walt Disney Co. DIS4.4K$427,8310.07%no change
iShares Trust IXJ4.3K$422,3780.07%-230
Comcast Corp. CMCSA16.3K$400,4620.06%-182
McDonald's Corp. MCD1.5K$394,9230.06%-309
Vanguard S&P 500 VOO500$343,4050.06%no change
Vanguard Growth ETF VUG4.0K$340,5980.05%no change
Pfizer Inc. PFE14.0K$337,7460.05%-136
Heico Corp. New HEIA1.2K$322,3880.05%no change
iShares Core S&P Small-Cap ETF IJR2.0K$300,6520.05%no change
iShares Core S&P 500 ETF IVV394$295,0630.05%no change
Intel Corp. INTC2.1K$294,6440.05%new
Elevance Health, Inc. ELV730$282,3130.05%no change
iShares Trust EFA2.7K$278,3980.04%no change
Republic Services, Inc. RSG1.2K$263,7930.04%-500
Eaton Corp. plc ETN617$262,9160.04%no change
Cisco Systems, Inc. CSCO2.2K$258,7640.04%-2.0K
Costco Wholesale Corp. COST242$226,3840.04%no change
Clorox Co. CLX2.3K$220,5010.04%-400
Vanguard Value ETF VTV1.0K$218,3660.03%new
Adobe Inc. ADBE1.1K$216,5010.03%no change
General Electric Co. GE547$204,4300.03%-1.0K
Yum! Brands, Inc. YUM1.3K$201,9030.03%new
Carrier Global Corp. CARR2.7K$200,1240.03%new
Savara Inc. SVRA18.7K$115,2100.02%no change
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 4 it sold out of are in the box above.