East Coast Asset Management, LLC.

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), East Coast Asset Management, LLC. reported 69 stock positions worth $340.0 million. Its top holding was Alphabet Class C (GOOG) at 18.1% of the portfolio, followed by Perimeter Solutions (PRM, 11.1%) and Tesla (TSLA, 10.8%). Compared with Q3 2025, it opened 4 new positions, sold out of 3, added to 9 and reduced 34. The biggest buy was a new position in Echostar Class A (ECHO) and the biggest sale Meta Platforms Class A (META, shares −48%).

Most Recent 13F
Q2 2026
Location
ESSEX, MA
CIK
0001579254
Portfolio Value
$340.0M (Q4 2025)
SEC Filing
0001579254-26-000002 ↗ filed Feb 17, 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 $340.0M Q4 2025 Q1 2026: $303.4M Q1 2026 Q2 2026: $338.6M Q2 2026

Holdings 69 stocks · $340.0M
GOOG Alphabet Inc. Class C 18.10% 196,119 $61.5M Reduce -2.0%
PRM Perimeter Solutions Inc. 11.06% 1,366,380 $37.6M Reduce -13.2%
TSLA Tesla Inc. 10.79% 81,595 $36.7M Add +19.3%
TDG Transdigm Group Inc. 9.13% 23,341 $31.0M Reduce -0.2%
BRK.B Berkshire Hathaway Inc. Class B 4.52% 30,591 $15.4M Reduce -3.5%
ECHO Echostar Corp. Class A 4.39% 137,244 $14.9M New
META Meta Platforms Inc. Class A 4.24% 21,842 $14.4M Reduce -47.8%
AMZN Amazon.com Inc. 4.10% 60,410 $13.9M Reduce -1.6%
MA Mastercard Inc. Class A 3.90% 23,242 $13.3M Reduce -0.3%
AAPL Apple Inc. 3.17% 39,610 $10.8M Add +0.7%
WWD Woodward Inc. 2.58% 29,040 $8.8M Reduce -0.8%
MCO Moody's Corp. 2.14% 14,235 $7.3M Reduce -0.9%
TJX TJX Companies Inc. filed as TJX COS INC NEW 2.06% 45,657 $7.0M Reduce -2.3%
V Visa Inc. Class A 1.67% 16,232 $5.7M Reduce -1.6%
DE Deere & Co. 1.40% 10,242 $4.8M Reduce -0.2%
MKL Markel Group Inc. 1.32% 2,096 $4.5M Reduce -0.7%
SCHW Schwab (charles) Corp. 1.32% 44,986 $4.5M Add +0.2%
MSFT Microsoft Corp. 1.18% 8,310 $4.0M Add +10.3%
SPY SS SPDR S&P 500 ETF Trust-US 1.01% 5,041 $3.4M Reduce -3.2%
SHW The Sherwin-Williams Co. 1.00% 10,468 $3.4M Reduce -1.0%
WM Waste Management Inc. 0.87% 13,424 $2.9M Reduce -1.6%
LPX Louisiana-Pacific Corp. 0.77% 32,208 $2.6M Reduce -1.9%
BRK.A Berkshire Hathaway Inc. Class A 0.67% 3 $2.3M No change
UNP Union Pacific Corp. 0.57% 8,320 $1.9M Reduce -1.6%
CR Crane Co. 0.54% 9,957 $1.8M No change
ADP Automatic Data Processing 0.50% 6,653 $1.7M Add +1.0%
GOOGL Alphabet Inc. Class A 0.50% 5,397 $1.7M Add +0.2%
CL Colgate-Palmolive Co. 0.48% 20,583 $1.6M Reduce -0.3%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.41% 7,900 $1.4M Reduce -5.4%
JNJ Johnson & Johnson 0.33% 5,428 $1.1M Reduce -2.9%
SYY Sysco Corp. 0.33% 15,128 $1.1M Reduce -2.8%
LH Labcorp Holdings Inc. 0.32% 4,299 $1.1M Reduce -0.3%
BR Broadridge Financial Solutio 0.29% 4,438 $990K Add +27.2%
PAYX Paychex Inc. 0.29% 8,712 $977K No change
OEF iShares S&P 100 ETF 0.28% 2,746 $942K No change
DHR Danaher Corp. 0.24% 3,578 $819K Reduce -3.0%
IWM iShares Russell 2000 ETF 0.18% 2,458 $605K Reduce -0.0%
FBTC Fidelity Wise Origin Bitcoin 0.17% 7,550 $576K Add +222.0%
AXP American Express Co. 0.16% 1,442 $533K No change
AMGN Amgen Inc. 0.16% 1,628 $533K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.16% 1,793 $531K Add +0.1%
RTX RTX Corp. 0.15% 2,859 $524K Reduce -12.8%
SPLV Invesco S&P 500 Low Volatili 0.15% 7,191 $514K No change
CMCSA Comcast Corp. Class A 0.14% 15,517 $464K Reduce -16.4%
LMT Lockheed Martin Corp. 0.13% 932 $451K Reduce -5.1%
PG The Procter & Gamble Co. 0.13% 3,107 $445K Reduce -0.0%
EWL iShares MSCI Switzerland ETF 0.13% 7,101 $426K No change
MMM 3M Co. 0.12% 2,584 $414K Reduce -0.0%
IXJ iShares Global Healthcare Et 0.12% 4,193 $408K No change
INTU Intuit Inc. 0.12% 600 $397K No change
ADBE Adobe Inc. 0.11% 1,053 $369K No change
RSG Republic Services Inc. 0.10% 1,563 $331K No change
HD Home Depot Inc. 0.09% 937 $322K Reduce -9.9%
AKRE Akre Focus ETF filed as PROFESIONALLY MANAGED PORTFO 0.09% 4,889 $320K New
BSX Boston Scientific Corp. 0.09% 3,304 $315K No change
VOO Vanguard S&P 500 ETF 0.09% 500 $314K No change
WMT Walmart Inc. 0.09% 2,730 $304K Reduce -0.0%
ACN Accenture PLC Class A 0.09% 1,106 $297K New
VUG Vanguard Mrngstar GR ETF-Sui 0.09% 593 $289K No change
RACE Ferrari NV 0.08% 745 $275K No change
ELV Elevance Health Inc. 0.08% 730 $256K No change
JPM JPMorgan Chase & Co. 0.08% 794 $256K Reduce -5.8%
IWF iShares Russell 1000 Growth 0.07% 514 $243K No change
VWO Vanguard Ftse Emerging Marke 0.07% 4,337 $233K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.07% 1,978 $225K Reduce -18.9%
TMO Thermo Fisher Scientific Inc. 0.06% 380 $220K New
AMT American Tower Corp. 0.06% 1,253 $220K No change
COST Costco Wholesale Corp. 0.06% 242 $209K No change
PFE Pfizer Inc. 0.06% 8,141 $203K No change

Portfolio Sells Q3 2025 → Q4 2025
META Meta Platforms Inc. Class A Reduce -47.8% 4.24% −5.39
CHTR Charter Communications Inc. Class A Sold out 0.00% −0.83
TDG Transdigm Group Inc. Reduce -0.2% 9.13% −0.53
BRK.B Berkshire Hathaway Inc. Class B Reduce -3.5% 4.52% −0.47
MA Mastercard Inc. Class A Reduce -0.3% 3.90% −0.25
SHW The Sherwin-Williams Co. Reduce -1.0% 1.00% −0.15
LPX Louisiana-Pacific Corp. Reduce -1.9% 0.77% −0.15
AMZN Amazon.com Inc. Reduce -1.6% 4.10% −0.12
LBRDK Liberty Broadband-C Sold out 0.00% −0.10
V Visa Inc. Class A Reduce -1.6% 1.67% −0.09
WM Waste Management Inc. Reduce -1.6% 0.87% −0.08
SPY SS SPDR S&P 500 ETF Trust-US Reduce -3.2% 1.01% −0.08
SYY Sysco Corp. Reduce -2.8% 0.33% −0.07
ETN Eaton Corp. PLC Sold out 0.00% −0.07
LH Labcorp Holdings Inc. Reduce -0.3% 0.32% −0.07
DE Deere & Co. Reduce -0.2% 1.40% −0.07
UNP Union Pacific Corp. Reduce -1.6% 0.57% −0.06
TJX TJX Companies Inc. Reduce -2.3% 2.06% −0.05
CMCSA Comcast Corp. Class A Reduce -16.4% 0.14% −0.05
VOE Vngrd Mrngstr MD-Cap Val ETF Reduce -5.4% 0.41% −0.04
CL Colgate-Palmolive Co. Reduce -0.3% 0.48% −0.04
HD Home Depot Inc. Reduce -9.9% 0.09% −0.04
DIS The Walt Disney Co. Reduce -18.9% 0.07% −0.02
LMT Lockheed Martin Corp. Reduce -5.1% 0.13% −0.02
PG The Procter & Gamble Co. Reduce -0.0% 0.13% −0.02
RTX RTX Corp. Reduce -12.8% 0.15% −0.02
IWM iShares Russell 2000 ETF Reduce -0.0% 0.18% −0.01
JPM JPMorgan Chase & Co. Reduce -5.8% 0.08% −0.01
MCO Moody's Corp. Reduce -0.9% 2.14% −0.01
MMM 3M Co. Reduce -0.0% 0.12% −0.00
WMT Walmart Inc. Reduce -0.0% 0.09% +0.00
JNJ Johnson & Johnson Reduce -2.9% 0.33% +0.01
DHR Danaher Corp. Reduce -3.0% 0.24% +0.01
PRM Perimeter Solutions Inc. Reduce -13.2% 11.06% +0.02
MKL Markel Group Inc. Reduce -0.7% 1.32% +0.06
WWD Woodward Inc. Reduce -0.8% 2.58% +0.26
GOOG Alphabet Inc. Class C Reduce -2.0% 18.10% +2.82

Portfolio Buys Q3 2025 → Q4 2025
ECHO Echostar Corp. Class A New 4.39% +4.39
TSLA Tesla Inc. Add +19.3% 10.79% +1.26
FBTC Fidelity Wise Origin Bitcoin Add +222.0% 0.17% +0.10
AKRE Akre Focus ETF New 0.09% +0.09
ACN Accenture PLC Class A New 0.09% +0.09
GOOGL Alphabet Inc. Class A Add +0.2% 0.50% +0.09
TMO Thermo Fisher Scientific Inc. New 0.06% +0.06
BR Broadridge Financial Solutio Add +27.2% 0.29% +0.03
AAPL Apple Inc. Add +0.7% 3.17% +0.03
IBM Intl Business Machines Corp. Add +0.1% 0.16% −0.00
SCHW Schwab (charles) Corp. Add +0.2% 1.32% −0.02
MSFT Microsoft Corp. Add +10.3% 1.18% −0.04
ADP Automatic Data Processing Add +1.0% 0.50% −0.10

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