East Coast Asset Management, LLC.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), East Coast Asset Management, LLC. reported 67 stock positions worth $338.6 million. Its top holding was Alphabet Class C (GOOG) at 16.6% of the portfolio, followed by Tesla (TSLA, 12.8%) and Perimeter Solutions (PRM, 11.5%). Compared with Q1 2026, it opened 4 new positions, sold out of 5, added to 7 and reduced 37. The biggest buy was Amazon.com (AMZN, shares +13%) and the biggest sale Meta Platforms Class A (META, shares −31%).

Most Recent 13F
Q2 2026
Location
ESSEX, MA
CIK
0001579254
Portfolio Value
$338.6M (Q2 2026)
SEC Filing
0001579254-26-000004 ↗ filed Aug 14, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $274.1M Q1 2024 Q2 2024: $275.1M Q2 2024 Q3 2024: $301.2M Q3 2024 Q4 2024: $299.3M Q4 2024 Q1 2025: $282.4M Q1 2025 Q2 2025: $301.4M Q2 2025 Q3 2025: $319.2M Q3 2025 Q4 2025: $340.0M Q4 2025 Q1 2026: $303.4M Q1 2026 Q2 2026: $338.6M $338.6M Q2 2026

Holdings 67 stocks · $338.6M
GOOG Alphabet Inc. Class C 16.65% 159,525 $56.4M Reduce -3.9%
TSLA Tesla Inc. 12.78% 102,906 $43.3M Add +3.0%
PRM Perimeter Solutions Inc. 11.48% 1,090,264 $38.9M Reduce -19.7%
TDG Transdigm Group Inc. 9.45% 24,009 $32.0M Add +3.4%
ECHO Echostar Corp. Class A 5.71% 190,609 $19.3M Add +38.9%
AMZN Amazon.com Inc. 4.72% 66,992 $16.0M Add +12.6%
BRK.B Berkshire Hathaway Inc. Class B 4.28% 28,980 $14.5M Reduce -3.9%
WWD Woodward Inc. 3.55% 28,243 $12.0M Reduce -1.7%
MA Mastercard Inc. Class A 3.32% 21,879 $11.2M Reduce -4.4%
AAPL Apple Inc. 3.16% 36,936 $10.7M Reduce -4.6%
TJX TJX Companies Inc. filed as TJX COS INC NEW 1.96% 43,911 $6.7M Reduce -2.5%
DE Deere & Co. 1.85% 9,888 $6.3M Reduce -2.6%
MCO Moody's Corp. 1.78% 13,295 $6.0M Reduce -3.9%
META Meta Platforms Inc. Class A 1.62% 9,754 $5.5M Reduce -31.3%
V Visa Inc. Class A 1.57% 15,462 $5.3M Reduce -3.6%
SCHW Schwab (charles) Corp. 1.19% 43,501 $4.0M Reduce -1.4%
MKL Markel Group Inc. 1.15% 2,001 $3.9M Reduce -3.2%
SPY SS SPDR S&P 500 ETF Trust-US 1.06% 4,793 $3.6M Reduce -4.9%
SHW The Sherwin-Williams Co. 1.02% 10,057 $3.5M Reduce -3.1%
VEEV Veeva Systems Inc. Class A 1.02% 19,483 $3.5M Add +105.5%
WM Waste Management Inc. 0.86% 13,035 $2.9M Reduce -2.1%
MSFT Microsoft Corp. 0.75% 6,804 $2.5M Reduce -14.8%
LPX Louisiana-Pacific Corp. 0.69% 29,748 $2.3M Reduce -5.3%
BRK.A Berkshire Hathaway Inc. Class A 0.66% 3 $2.2M No change
UNP Union Pacific Corp. 0.64% 7,969 $2.2M Reduce -2.7%
GOOGL Alphabet Inc. Class A 0.55% 5,237 $1.9M Reduce -3.0%
CL Colgate-Palmolive Co. 0.49% 18,204 $1.7M Reduce -10.1%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.45% 7,756 $1.5M Reduce -1.9%
JNJ Johnson & Johnson 0.38% 5,075 $1.3M Reduce -5.3%
ADP Automatic Data Processing 0.37% 5,596 $1.3M Reduce -11.2%
SYY Sysco Corp. 0.35% 14,343 $1.2M Reduce -2.7%
LH Labcorp Holdings Inc. 0.32% 3,926 $1.1M Reduce -5.7%
OEF iShares S&P 100 ETF 0.30% 2,746 $1.0M No change
PAYX Paychex Inc. 0.24% 8,324 $818K Reduce -1.6%
IWM iShares Russell 2000 ETF 0.22% 2,440 $733K Reduce -0.7%
DHR Danaher Corp. 0.20% 3,579 $682K Add +0.0%
AMGN Amgen Inc. 0.17% 1,628 $590K No change
RTX RTX Corp. 0.15% 2,766 $525K Reduce -1.0%
SPLV Invesco S&P 500 Low Volatili 0.15% 6,887 $516K Reduce -4.2%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.15% 1,793 $504K No change
SPCX Space Exploration Techn Class A 0.15% 2,915 $498K New
AXP American Express Co. 0.14% 1,442 $488K No change
LMT Lockheed Martin Corp. 0.14% 932 $475K No change
BR Broadridge Financial Solutio 0.14% 3,363 $461K Reduce -24.2%
PG The Procter & Gamble Co. 0.13% 3,108 $456K Add +0.0%
EWL iShares MSCI Switzerland ETF 0.13% 7,101 $446K No change
MMM 3M Co. 0.12% 2,538 $411K Reduce -1.8%
IXJ iShares Global Healthcare Et 0.12% 3,963 $390K Reduce -5.5%
FBTC Fidelity Wise Origin Bitcoin 0.11% 7,550 $385K No change
CMCSA Comcast Corp. Class A 0.11% 15,100 $371K Reduce -1.2%
VOO Vanguard S&P 500 ETF 0.10% 500 $343K No change
WMT Walmart Inc. 0.09% 2,568 $291K Reduce -1.4%
HD Home Depot Inc. 0.08% 813 $287K Reduce -4.6%
ELV Elevance Health Inc. 0.08% 730 $282K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.08% 3,246 $280K No change
RACE Ferrari NV 0.08% 745 $277K No change
ETN Eaton Corp. PLC 0.08% 617 $263K No change
AKRE Akre Focus ETF filed as PROFESIONALLY MANAGED PORTFO 0.08% 4,872 $259K No change
VWO Vanguard Ftse Emerging Marke 0.08% 4,337 $259K No change
IWF iShares Russell 1000 Growth 0.08% 2,056 $255K No change
IJR iShares Core S&P Small-Cap E 0.07% 1,528 $227K New
RSG Republic Services Inc. 0.07% 1,063 $227K Reduce -32.0%
COST Costco Wholesale Corp. 0.07% 242 $226K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.06% 1,002 $218K New
ADBE Adobe Inc. 0.06% 1,053 $216K No change
AMT American Tower Corp. 0.06% 1,253 $205K No change
YUM Yum! Brands Inc. 0.06% 1,263 $202K New

Portfolio Sells Q1 2026 → Q2 2026
META Meta Platforms Inc. Class A Reduce -31.3% 1.62% −1.06
BRK.B Berkshire Hathaway Inc. Class B Reduce -3.9% 4.28% −0.48
MA Mastercard Inc. Class A Reduce -4.4% 3.32% −0.45
TJX TJX Companies Inc. Reduce -2.5% 1.96% −0.41
MSFT Microsoft Corp. Reduce -14.8% 0.75% −0.22
MCO Moody's Corp. Reduce -3.9% 1.78% −0.21
SCHW Schwab (charles) Corp. Reduce -1.4% 1.19% −0.18
WM Waste Management Inc. Reduce -2.1% 0.86% −0.15
MKL Markel Group Inc. Reduce -3.2% 1.15% −0.15
BR Broadridge Financial Solutio Reduce -24.2% 0.14% −0.10
INTU Intuit Inc. Sold out 0.00% −0.09
AAPL Apple Inc. Reduce -4.6% 3.16% −0.08
CL Colgate-Palmolive Co. Reduce -10.1% 0.49% −0.08
PFE Pfizer Inc. Sold out 0.00% −0.08
SHW The Sherwin-Williams Co. Reduce -3.1% 1.02% −0.07
ACN Accenture PLC Class A Sold out 0.00% −0.07
JPM JPMorgan Chase & Co. Sold out 0.00% −0.07
BSX Boston Scientific Corp. Sold out 0.00% −0.07
LPX Louisiana-Pacific Corp. Reduce -5.3% 0.69% −0.06
ADP Automatic Data Processing Reduce -11.2% 0.37% −0.05
JNJ Johnson & Johnson Reduce -5.3% 0.38% −0.05
RSG Republic Services Inc. Reduce -32.0% 0.07% −0.05
LH Labcorp Holdings Inc. Reduce -5.7% 0.32% −0.04
CMCSA Comcast Corp. Class A Reduce -1.2% 0.11% −0.04
DE Deere & Co. Reduce -2.6% 1.85% −0.03
V Visa Inc. Class A Reduce -3.6% 1.57% −0.03
VOE Vngrd Mrngstr MD-Cap Val ETF Reduce -1.9% 0.45% −0.03
SPY SS SPDR S&P 500 ETF Trust-US Reduce -4.9% 1.06% −0.02
RTX RTX Corp. Reduce -1.0% 0.15% −0.02
SPLV Invesco S&P 500 Low Volatili Reduce -4.2% 0.15% −0.02
WMT Walmart Inc. Reduce -1.4% 0.09% −0.02
PAYX Paychex Inc. Reduce -1.6% 0.24% −0.02
UNP Union Pacific Corp. Reduce -2.7% 0.64% −0.01
IXJ iShares Global Healthcare Et Reduce -5.5% 0.12% −0.01
HD Home Depot Inc. Reduce -4.6% 0.08% −0.01
MMM 3M Co. Reduce -1.8% 0.12% −0.00
SYY Sysco Corp. Reduce -2.7% 0.35% +0.01
IWM iShares Russell 2000 ETF Reduce -0.7% 0.22% +0.02
GOOGL Alphabet Inc. Class A Reduce -3.0% 0.55% +0.04
WWD Woodward Inc. Reduce -1.7% 3.55% +0.16
PRM Perimeter Solutions Inc. Reduce -19.7% 11.48% +0.55
GOOG Alphabet Inc. Class C Reduce -3.9% 16.65% +0.96

Portfolio Buys Q1 2026 → Q2 2026
AMZN Amazon.com Inc. Add +12.6% 4.72% +0.63
TDG Transdigm Group Inc. Add +3.4% 9.45% +0.58
TSLA Tesla Inc. Add +3.0% 12.78% +0.55
VEEV Veeva Systems Inc. Class A Add +105.5% 1.02% +0.47
ECHO Echostar Corp. Class A Add +38.9% 5.71% +0.42
SPCX Space Exploration Techn Class A New 0.15% +0.15
IJR iShares Core S&P Small-Cap E New 0.07% +0.07
VTV Vanguard Mrngstr Val ETF-Aui New 0.06% +0.06
YUM Yum! Brands Inc. New 0.06% +0.06
PG The Procter & Gamble Co. Add +0.0% 0.13% −0.01
DHR Danaher Corp. Add +0.0% 0.20% −0.02

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 67$338.6MGOOG, TSLA, PRM, TDG, ECHO
Q1 2026 68$303.4MGOOG, TSLA, PRM, TDG, ECHO
Q4 2025 69$340.0MGOOG, PRM, TSLA, TDG, BRK.B
Q3 2025 68$319.2MGOOG, PRM, TDG, META, TSLA
Q2 2025 69$301.4MGOOG, TDG, META, PRM, TSLA
Q1 2025 69$282.4MGOOG, TDG, META, PRM, BN
Q4 2024 71$299.3MGOOG, TDG, PRM, META, BN
Q3 2024 73$301.2MGOOG, TDG, PRM, META, BN
Q2 2024 70$275.1MGOOG, TDG, META, BRK.B, BN
Q1 2024 69$274.1MGOOG, TDG, META, BRK.B, BN