East Coast Asset Management, LLC.

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), East Coast Asset Management, LLC. reported 69 stock positions worth $282.4 million. Its top holding was Alphabet Class C (GOOG) at 12.7% of the portfolio, followed by Transdigm (TDG, 11.6%) and Meta Platforms Class A (META, 8.7%). Compared with Q4 2024, it opened 1 new position, sold out of 3, added to 11 and reduced 34. The biggest buy was Visa Class A (V, shares +1%) and the biggest sale Alphabet Class C (GOOG, shares −3%).

Most Recent 13F
Q2 2026
Location
ESSEX, MA
CIK
0001579254
Portfolio Value
$282.4M (Q1 2025)
SEC Filing
0001085146-25-003192 ↗ filed May 15, 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 Q4 2024 Q1 2025: $282.4M $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 69 stocks · $282.4M
GOOG Alphabet Inc. Class C 12.66% 228,855 $35.8M Reduce -2.8%
TDG Transdigm Group Inc. 11.60% 23,677 $32.8M Reduce -0.5%
META Meta Platforms Inc. Class A 8.73% 42,744 $24.6M Reduce -1.6%
PRM Perimeter Solutions Inc. 7.40% 2,073,910 $20.9M Add +3.3%
BN Brookfield Corp. 6.20% 334,034 $17.5M Reduce -6.2%
BRK.B Berkshire Hathaway Inc. Class B 6.17% 32,689 $17.4M Reduce -1.7%
TSLA Tesla Inc. 4.84% 52,769 $13.7M Add +39.0%
MA Mastercard Inc. Class A 4.56% 23,509 $12.9M Reduce -3.5%
AMZN Amazon.com Inc. 3.85% 57,177 $10.9M Reduce -1.5%
AAPL Apple Inc. 3.15% 40,012 $8.9M Reduce -1.4%
MCO Moody's Corp. 2.46% 14,922 $6.9M Reduce -1.3%
V Visa Inc. Class A 2.07% 16,685 $5.8M Add +1.2%
TJX TJX Companies Inc. filed as TJX COS INC NEW 2.04% 47,272 $5.8M Reduce -1.9%
WWD Woodward Inc. 1.91% 29,493 $5.4M Reduce -1.0%
DE Deere & Co. 1.70% 10,221 $4.8M Reduce -5.2%
CHTR Charter Communications Inc. Class A 1.54% 11,780 $4.3M Reduce -5.0%
MKL Markel Group Inc. 1.43% 2,164 $4.0M Reduce -3.0%
SHW The Sherwin-Williams Co. 1.31% 10,578 $3.7M Reduce -2.4%
SCHW Schwab (charles) Corp. 1.24% 44,889 $3.5M Reduce -2.4%
WM Waste Management Inc. 1.13% 13,733 $3.2M Reduce -2.6%
LPX Louisiana-Pacific Corp. 1.09% 33,592 $3.1M Reduce -2.7%
SPY SS SPDR S&P 500 ETF Trust-US 1.05% 5,319 $3.0M No change
MSFT Microsoft Corp. 1.01% 7,620 $2.9M Reduce -0.3%
BRK.A Berkshire Hathaway Inc. Class A 0.85% 3 $2.4M No change
ADP Automatic Data Processing 0.72% 6,621 $2.0M Reduce -1.6%
UNP Union Pacific Corp. 0.71% 8,539 $2.0M Reduce -3.7%
CL Colgate-Palmolive Co. 0.68% 20,579 $1.9M Reduce -0.3%
CR Crane Co. 0.53% 9,757 $1.5M Reduce -1.8%
PAYX Paychex Inc. 0.48% 8,712 $1.3M Reduce -5.1%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.47% 8,347 $1.3M Add +0.0%
SYY Sysco Corp. 0.41% 15,608 $1.2M Reduce -1.4%
LH Labcorp Holdings Inc. 0.36% 4,314 $1.0M Reduce -6.3%
JNJ Johnson & Johnson 0.34% 5,813 $964K Reduce -0.4%
BR Broadridge Financial Solutio 0.30% 3,488 $846K Reduce -13.1%
GOOGL Alphabet Inc. Class A 0.30% 5,465 $845K Reduce -4.5%
DHR Danaher Corp. 0.27% 3,689 $756K Add +0.0%
OEF iShares S&P 100 ETF 0.26% 2,746 $744K No change
CMCSA Comcast Corp. Class A 0.24% 18,553 $685K Reduce -7.8%
LBRDK Liberty Broadband-C 0.19% 6,452 $549K Reduce -1.5%
SPLV Invesco S&P 500 Low Volatili 0.19% 7,191 $537K No change
PG The Procter & Gamble Co. 0.19% 3,108 $530K No change
AMGN Amgen Inc. 0.18% 1,628 $507K Reduce -16.5%
IWM iShares Russell 2000 ETF 0.18% 2,482 $495K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.16% 1,785 $444K Add +0.1%
LMT Lockheed Martin Corp. 0.16% 982 $439K Reduce -6.2%
RTX RTX Corp. 0.15% 3,271 $433K Add +3.4%
IXJ iShares Global Healthcare Et 0.14% 4,471 $408K No change
ADBE Adobe Inc. 0.14% 1,053 $404K No change
EWL iShares MSCI Switzerland ETF 0.14% 7,626 $395K No change
AXP American Express Co. 0.14% 1,442 $388K No change
HD Home Depot Inc. 0.14% 1,040 $381K No change
MMM 3M Co. 0.13% 2,585 $380K No change
RSG Republic Services Inc. 0.13% 1,563 $378K No change
INTU Intuit Inc. 0.13% 600 $368K No change
PEP Pepsico Inc. 0.13% 2,383 $357K No change
BSX Boston Scientific Corp. 0.12% 3,304 $333K No change
ELV Elevance Health Inc. 0.11% 739 $321K Add +1.2%
RACE Ferrari NV 0.11% 745 $319K Reduce -10.5%
WMT Walmart Inc. 0.10% 3,338 $293K No change
CLX Clorox Company 0.10% 1,965 $289K No change
AMT American Tower Corp. 0.10% 1,253 $273K Add +4.8%
JPM JPMorgan Chase & Co. 0.10% 1,100 $270K Add +4.2%
VOO Vanguard S&P 500 ETF 0.09% 500 $257K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.09% 2,464 $243K Add +1.1%
ACN Accenture PLC Class A 0.08% 737 $230K No change
COST Costco Wholesale Corp. 0.08% 242 $229K No change
PFE Pfizer Inc. 0.08% 8,741 $221K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.08% 593 $220K No change
TMO Thermo Fisher Scientific Inc. 0.07% 404 $201K New

Portfolio Sells Q4 2024 → Q1 2025
GOOG Alphabet Inc. Class C Reduce -2.8% 12.66% −2.32
BN Brookfield Corp. Reduce -6.2% 6.20% −0.64
AMZN Amazon.com Inc. Reduce -1.5% 3.85% −0.40
AAPL Apple Inc. Reduce -1.4% 3.15% −0.25
LPX Louisiana-Pacific Corp. Reduce -2.7% 1.09% −0.10
IWF iShares Russell 1000 Growth Sold out 0.00% −0.07
ETN Eaton Corp. PLC Sold out 0.00% −0.07
CARR Carrier Global Corp. Sold out 0.00% −0.07
MSFT Microsoft Corp. Reduce -0.3% 1.01% −0.06
GOOGL Alphabet Inc. Class A Reduce -4.5% 0.30% −0.06
LMT Lockheed Martin Corp. Reduce -6.2% 0.16% −0.01
CMCSA Comcast Corp. Class A Reduce -7.8% 0.24% −0.01
RACE Ferrari NV Reduce -10.5% 0.11% −0.01
BR Broadridge Financial Solutio Reduce -13.1% 0.30% −0.00
LH Labcorp Holdings Inc. Reduce -6.3% 0.36% +0.00
AMGN Amgen Inc. Reduce -16.5% 0.18% +0.01
SYY Sysco Corp. Reduce -1.4% 0.41% +0.01
CR Crane Co. Reduce -1.8% 0.53% +0.03
LBRDK Liberty Broadband-C Reduce -1.5% 0.19% +0.03
UNP Union Pacific Corp. Reduce -3.7% 0.71% +0.04
PAYX Paychex Inc. Reduce -5.1% 0.48% +0.05
CL Colgate-Palmolive Co. Reduce -0.3% 0.68% +0.06
ADP Automatic Data Processing Reduce -1.6% 0.72% +0.06
JNJ Johnson & Johnson Reduce -0.4% 0.34% +0.06
MCO Moody's Corp. Reduce -1.3% 2.46% +0.07
SHW The Sherwin-Williams Co. Reduce -2.4% 1.31% +0.08
TJX TJX Companies Inc. Reduce -1.9% 2.04% +0.09
SCHW Schwab (charles) Corp. Reduce -2.4% 1.24% +0.11
CHTR Charter Communications Inc. Class A Reduce -5.0% 1.54% +0.12
MKL Markel Group Inc. Reduce -3.0% 1.43% +0.15
DE Deere & Co. Reduce -5.2% 1.70% +0.17
WM Waste Management Inc. Reduce -2.6% 1.13% +0.18
META Meta Platforms Inc. Class A Reduce -1.6% 8.73% +0.22
WWD Woodward Inc. Reduce -1.0% 1.91% +0.25
MA Mastercard Inc. Class A Reduce -3.5% 4.56% +0.28
BRK.B Berkshire Hathaway Inc. Class B Reduce -1.7% 6.17% +1.13
TDG Transdigm Group Inc. Reduce -0.5% 11.60% +1.52

Portfolio Buys Q4 2024 → Q1 2025
V Visa Inc. Class A Add +1.2% 2.07% +0.33
TMO Thermo Fisher Scientific Inc. New 0.07% +0.07
RTX RTX Corp. Add +3.4% 0.15% +0.03
IBM Intl Business Machines Corp. Add +0.1% 0.16% +0.03
ELV Elevance Health Inc. Add +1.2% 0.11% +0.02
VOE Vngrd Mrngstr MD-Cap Val ETF Add +0.0% 0.47% +0.02
AMT American Tower Corp. Add +4.8% 0.10% +0.02
JPM JPMorgan Chase & Co. Add +4.2% 0.10% +0.01
DIS The Walt Disney Co. Add +1.1% 0.09% −0.00
DHR Danaher Corp. Add +0.0% 0.27% −0.02
TSLA Tesla Inc. Add +39.0% 4.84% −0.28
PRM Perimeter Solutions Inc. Add +3.3% 7.40% −1.18

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