East Coast Asset Management, LLC.

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), East Coast Asset Management, LLC. reported 71 stock positions worth $299.3 million. Its top holding was Alphabet Class C (GOOG) at 15.0% of the portfolio, followed by Transdigm (TDG, 10.1%) and Perimeter Solutions (PRM, 8.6%). Compared with Q3 2024, it opened 1 new position, sold out of 3, added to 7 and reduced 34. The biggest buy was Tesla (TSLA, shares +24%) and the biggest sale Transdigm (TDG, shares −12%).

Most Recent 13F
Q2 2026
Location
ESSEX, MA
CIK
0001579254
Portfolio Value
$299.3M (Q4 2024)
SEC Filing
0001085146-25-001516 ↗ filed Feb 14, 2025

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 $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 Q2 2026

Holdings 71 stocks · $299.3M
GOOG Alphabet Inc. Class C 14.98% 235,391 $44.8M Reduce -7.1%
TDG Transdigm Group Inc. 10.08% 23,802 $30.2M Reduce -12.2%
PRM Perimeter Solutions Inc. 8.57% 2,007,462 $25.7M Reduce -0.3%
META Meta Platforms Inc. Class A 8.50% 43,460 $25.4M Reduce -0.4%
BN Brookfield Corp. 6.84% 356,237 $20.5M Add +6.1%
TSLA Tesla Inc. 5.12% 37,962 $15.3M Add +24.2%
BRK.B Berkshire Hathaway Inc. Class B 5.04% 33,267 $15.1M Reduce -8.0%
MA Mastercard Inc. Class A 4.29% 24,365 $12.8M Reduce -6.4%
AMZN Amazon.com Inc. 4.25% 58,033 $12.7M Reduce -5.7%
AAPL Apple Inc. 3.40% 40,580 $10.2M Reduce -7.1%
MCO Moody's Corp. 2.39% 15,119 $7.2M Reduce -7.1%
TJX TJX Companies Inc. filed as TJX COS INC NEW 1.94% 48,179 $5.8M Reduce -4.5%
V Visa Inc. Class A 1.74% 16,484 $5.2M Reduce -3.9%
WWD Woodward Inc. 1.66% 29,799 $5.0M Reduce -3.7%
DE Deere & Co. 1.53% 10,779 $4.6M Reduce -0.0%
CHTR Charter Communications Inc. Class A 1.42% 12,394 $4.2M Reduce -5.1%
MKL Markel Group Inc. 1.29% 2,232 $3.9M Reduce -3.0%
SHW The Sherwin-Williams Co. 1.23% 10,836 $3.7M Reduce -3.0%
LPX Louisiana-Pacific Corp. 1.19% 34,537 $3.6M Reduce -4.2%
SCHW Schwab (charles) Corp. 1.14% 45,990 $3.4M Reduce -9.0%
MSFT Microsoft Corp. 1.08% 7,641 $3.2M Reduce -0.0%
SPY SS SPDR S&P 500 ETF Trust-US 1.04% 5,319 $3.1M No change
WM Waste Management Inc. 0.95% 14,097 $2.8M Reduce -0.0%
BRK.A Berkshire Hathaway Inc. Class A 0.68% 3 $2.0M No change
UNP Union Pacific Corp. 0.68% 8,869 $2.0M Reduce -0.1%
ADP Automatic Data Processing 0.66% 6,731 $2.0M Reduce -0.1%
CL Colgate-Palmolive Co. 0.63% 20,651 $1.9M Reduce -0.1%
CR Crane Co. 0.50% 9,935 $1.5M Add +0.7%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.45% 8,345 $1.3M Add +0.0%
PAYX Paychex Inc. 0.43% 9,178 $1.3M Reduce -1.9%
SYY Sysco Corp. 0.40% 15,838 $1.2M Reduce -2.2%
GOOGL Alphabet Inc. Class A 0.36% 5,725 $1.1M No change
LH Labcorp Holdings Inc. 0.35% 4,602 $1.1M Reduce -0.6%
BR Broadridge Financial Solutio 0.30% 4,013 $907K No change
DHR Danaher Corp. 0.28% 3,688 $847K No change
JNJ Johnson & Johnson 0.28% 5,834 $844K Reduce -2.3%
OEF iShares S&P 100 ETF 0.27% 2,746 $793K No change
CMCSA Comcast Corp. Class A 0.25% 20,134 $756K Add +0.0%
IWM iShares Russell 2000 ETF 0.18% 2,482 $548K No change
PG The Procter & Gamble Co. 0.17% 3,108 $521K No change
LMT Lockheed Martin Corp. 0.17% 1,047 $509K No change
AMGN Amgen Inc. 0.17% 1,950 $508K No change
SPLV Invesco S&P 500 Low Volatili 0.17% 7,191 $503K No change
LBRDK Liberty Broadband-C 0.16% 6,552 $490K Reduce -67.8%
ADBE Adobe Inc. 0.16% 1,053 $468K Reduce -10.7%
AXP American Express Co. 0.14% 1,442 $428K No change
HD Home Depot Inc. 0.14% 1,040 $405K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.13% 1,783 $392K Add +0.2%
IXJ iShares Global Healthcare Et 0.13% 4,471 $384K No change
INTU Intuit Inc. 0.13% 600 $377K No change
RTX RTX Corp. 0.12% 3,163 $366K Add +0.1%
PEP Pepsico Inc. 0.12% 2,383 $362K No change
RACE Ferrari NV 0.12% 832 $353K Reduce -46.4%
EWL iShares MSCI Switzerland ETF 0.12% 7,626 $351K No change
MMM 3M Co. 0.11% 2,585 $334K No change
CLX Clorox Company 0.11% 1,965 $319K No change
RSG Republic Services Inc. 0.11% 1,563 $314K No change
WMT Walmart Inc. 0.10% 3,338 $302K Reduce -7.5%
BSX Boston Scientific Corp. 0.10% 3,304 $295K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.09% 2,438 $271K Reduce -3.9%
VOO Vanguard S&P 500 ETF 0.09% 500 $269K No change
ELV Elevance Health Inc. 0.09% 730 $269K No change
ACN Accenture PLC Class A 0.09% 737 $259K No change
JPM JPMorgan Chase & Co. 0.08% 1,056 $253K Reduce -8.7%
VUG Vanguard Mrngstar GR ETF-Sui 0.08% 593 $243K No change
PFE Pfizer Inc. 0.08% 8,741 $232K No change
COST Costco Wholesale Corp. 0.07% 242 $222K No change
AMT American Tower Corp. 0.07% 1,195 $219K Reduce -43.0%
IWF iShares Russell 1000 Growth 0.07% 514 $206K New
ETN Eaton Corp. PLC 0.07% 617 $205K No change
CARR Carrier Global Corp. 0.07% 2,940 $201K No change

Portfolio Sells Q3 2024 → Q4 2024
TDG Transdigm Group Inc. Reduce -12.2% 10.08% −2.76
BRK.B Berkshire Hathaway Inc. Class B Reduce -8.0% 5.04% −0.49
PRM Perimeter Solutions Inc. Reduce -0.3% 8.57% −0.42
LBRDK Liberty Broadband-C Reduce -67.8% 0.16% −0.36
SHW The Sherwin-Williams Co. Reduce -3.0% 1.23% −0.18
MCO Moody's Corp. Reduce -7.1% 2.39% −0.17
RACE Ferrari NV Reduce -46.4% 0.12% −0.12
WWD Woodward Inc. Reduce -3.7% 1.66% −0.10
LPX Louisiana-Pacific Corp. Reduce -4.2% 1.19% −0.09
AMT American Tower Corp. Reduce -43.0% 0.07% −0.09
STLA Stellantis NV Sold out 0.00% −0.09
CL Colgate-Palmolive Co. Reduce -0.1% 0.63% −0.09
TMO Thermo Fisher Scientific Inc. Sold out 0.00% −0.08
VWO Vanguard Ftse Emerging Marke Sold out 0.00% −0.07
UNP Union Pacific Corp. Reduce -0.1% 0.68% −0.05
ADBE Adobe Inc. Reduce -10.7% 0.16% −0.05
JNJ Johnson & Johnson Reduce -2.3% 0.28% −0.04
TJX TJX Companies Inc. Reduce -4.5% 1.94% −0.02
WM Waste Management Inc. Reduce -0.0% 0.95% −0.02
MSFT Microsoft Corp. Reduce -0.0% 1.08% −0.02
SYY Sysco Corp. Reduce -2.2% 0.40% −0.02
JPM JPMorgan Chase & Co. Reduce -8.7% 0.08% +0.00
WMT Walmart Inc. Reduce -7.5% 0.10% +0.00
LH Labcorp Holdings Inc. Reduce -0.6% 0.35% +0.01
DIS The Walt Disney Co. Reduce -3.9% 0.09% +0.01
PAYX Paychex Inc. Reduce -1.9% 0.43% +0.01
CHTR Charter Communications Inc. Class A Reduce -5.1% 1.42% +0.01
MA Mastercard Inc. Class A Reduce -6.4% 4.29% +0.02
AAPL Apple Inc. Reduce -7.1% 3.40% +0.02
DE Deere & Co. Reduce -0.0% 1.53% +0.03
ADP Automatic Data Processing Reduce -0.1% 0.66% +0.04
SCHW Schwab (charles) Corp. Reduce -9.0% 1.14% +0.05
MKL Markel Group Inc. Reduce -3.0% 1.29% +0.09
V Visa Inc. Class A Reduce -3.9% 1.74% +0.18
META Meta Platforms Inc. Class A Reduce -0.4% 8.50% +0.21
AMZN Amazon.com Inc. Reduce -5.7% 4.25% +0.45
GOOG Alphabet Inc. Class C Reduce -7.1% 14.98% +0.91

Portfolio Buys Q3 2024 → Q4 2024
TSLA Tesla Inc. Add +24.2% 5.12% +2.47
BN Brookfield Corp. Add +6.1% 6.84% +0.92
IWF iShares Russell 1000 Growth New 0.07% +0.07
IBM Intl Business Machines Corp. Add +0.2% 0.13% +0.00
RTX RTX Corp. Add +0.1% 0.12% −0.00
VOE Vngrd Mrngstr MD-Cap Val ETF Add +0.0% 0.45% −0.01
CR Crane Co. Add +0.7% 0.50% −0.01
CMCSA Comcast Corp. Class A Add +0.0% 0.25% −0.03

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