East Coast Asset Management, LLC.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), East Coast Asset Management, LLC. reported 68 stock positions worth $303.4 million. Its top holding was Alphabet Class C (GOOG) at 15.7% of the portfolio, followed by Tesla (TSLA, 12.2%) and Perimeter Solutions (PRM, 10.9%). Compared with Q4 2025, it opened 2 new positions, sold out of 3, added to 2 and reduced 33. The biggest buy was Tesla (TSLA, shares +22%) and the biggest sale Alphabet Class C (GOOG, shares −15%).

Most Recent 13F
Q2 2026
Location
ESSEX, MA
CIK
0001579254
Portfolio Value
$303.4M (Q1 2026)
SEC Filing
0001579254-26-000003 ↗ filed May 15, 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 $303.4M Q1 2026 Q2 2026: $338.6M Q2 2026

Holdings 68 stocks · $303.4M
GOOG Alphabet Inc. Class C 15.69% 165,966 $47.6M Reduce -15.4%
TSLA Tesla Inc. 12.23% 99,862 $37.1M Add +22.4%
PRM Perimeter Solutions Inc. 10.93% 1,357,583 $33.2M Reduce -0.6%
TDG Transdigm Group Inc. 8.87% 23,220 $26.9M Reduce -0.5%
ECHO Echostar Corp. Class A 5.29% 137,244 $16.1M No change
BRK.B Berkshire Hathaway Inc. Class B 4.76% 30,163 $14.5M Reduce -1.4%
AMZN Amazon.com Inc. 4.08% 59,474 $12.4M Reduce -1.6%
MA Mastercard Inc. Class A 3.77% 22,883 $11.4M Reduce -1.5%
WWD Woodward Inc. 3.39% 28,729 $10.3M Reduce -1.1%
AAPL Apple Inc. 3.24% 38,704 $9.8M Reduce -2.3%
META Meta Platforms Inc. Class A 2.68% 14,204 $8.1M Reduce -35.0%
TJX TJX Companies Inc. filed as TJX COS INC NEW 2.37% 45,042 $7.2M Reduce -1.4%
MCO Moody's Corp. 1.99% 13,830 $6.0M Reduce -2.9%
DE Deere & Co. 1.88% 10,152 $5.7M Reduce -0.9%
V Visa Inc. Class A 1.60% 16,040 $4.8M Reduce -1.2%
SCHW Schwab (charles) Corp. 1.37% 44,119 $4.1M Reduce -1.9%
MKL Markel Group Inc. 1.30% 2,067 $4.0M Reduce -1.4%
SHW The Sherwin-Williams Co. 1.10% 10,376 $3.3M Reduce -0.9%
SPY SS SPDR S&P 500 ETF Trust-US 1.08% 5,041 $3.3M No change
WM Waste Management Inc. 1.01% 13,319 $3.1M Reduce -0.8%
MSFT Microsoft Corp. 0.97% 7,984 $3.0M Reduce -3.9%
LPX Louisiana-Pacific Corp. 0.75% 31,425 $2.3M Reduce -2.4%
BRK.A Berkshire Hathaway Inc. Class A 0.71% 3 $2.2M No change
UNP Union Pacific Corp. 0.66% 8,193 $2.0M Reduce -1.5%
CL Colgate-Palmolive Co. 0.57% 20,258 $1.7M Reduce -1.6%
VEEV Veeva Systems Inc. Class A 0.55% 9,480 $1.7M New
GOOGL Alphabet Inc. Class A 0.51% 5,397 $1.6M No change
VOE Vngrd Mrngstr MD-Cap Val ETF 0.48% 7,902 $1.5M Add +0.0%
JNJ Johnson & Johnson 0.43% 5,358 $1.3M Reduce -1.3%
ADP Automatic Data Processing 0.42% 6,299 $1.3M Reduce -5.3%
LH Labcorp Holdings Inc. 0.37% 4,161 $1.1M Reduce -3.2%
SYY Sysco Corp. 0.35% 14,742 $1.1M Reduce -2.5%
OEF iShares S&P 100 ETF 0.29% 2,746 $873K No change
PAYX Paychex Inc. 0.26% 8,460 $779K Reduce -2.9%
BR Broadridge Financial Solutio 0.24% 4,438 $721K No change
DHR Danaher Corp. 0.22% 3,578 $678K No change
IWM iShares Russell 2000 ETF 0.20% 2,458 $610K No change
AMGN Amgen Inc. 0.19% 1,628 $573K No change
LMT Lockheed Martin Corp. 0.19% 932 $563K No change
RTX RTX Corp. 0.18% 2,795 $539K Reduce -2.2%
SPLV Invesco S&P 500 Low Volatili 0.17% 7,191 $526K No change
PG The Procter & Gamble Co. 0.15% 3,107 $449K No change
FBTC Fidelity Wise Origin Bitcoin 0.15% 7,550 $446K No change
CMCSA Comcast Corp. Class A 0.14% 15,282 $439K Reduce -1.5%
AXP American Express Co. 0.14% 1,442 $436K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.14% 1,793 $435K No change
EWL iShares MSCI Switzerland ETF 0.14% 7,101 $418K No change
IXJ iShares Global Healthcare Et 0.13% 4,193 $392K No change
MMM 3M Co. 0.12% 2,584 $375K No change
RSG Republic Services Inc. 0.11% 1,563 $342K No change
WMT Walmart Inc. 0.11% 2,605 $324K Reduce -4.6%
VOO Vanguard S&P 500 ETF 0.10% 500 $299K No change
HD Home Depot Inc. 0.09% 852 $280K Reduce -9.1%
INTU Intuit Inc. 0.09% 600 $259K No change
AKRE Akre Focus ETF filed as PROFESIONALLY MANAGED PORTFO 0.08% 4,872 $257K Reduce -0.3%
ADBE Adobe Inc. 0.08% 1,053 $256K No change
RACE Ferrari NV 0.08% 745 $252K No change
COST Costco Wholesale Corp. 0.08% 242 $241K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.08% 541 $236K Reduce -8.8%
VWO Vanguard Ftse Emerging Marke 0.08% 4,337 $234K No change
PFE Pfizer Inc. 0.08% 8,141 $229K No change
ETN Eaton Corp. PLC 0.07% 617 $221K New
ACN Accenture PLC Class A 0.07% 1,106 $219K No change
IWF iShares Russell 1000 Growth 0.07% 514 $219K No change
JPM JPMorgan Chase & Co. 0.07% 739 $217K Reduce -6.9%
AMT American Tower Corp. 0.07% 1,253 $216K No change
ELV Elevance Health Inc. 0.07% 730 $214K No change
BSX Boston Scientific Corp. 0.07% 3,304 $207K No change

Portfolio Sells Q4 2025 → Q1 2026
GOOG Alphabet Inc. Class C Reduce -15.4% 15.69% −2.41
META Meta Platforms Inc. Class A Reduce -35.0% 2.68% −1.56
CR Crane Co. Sold out 0.00% −0.54
TDG Transdigm Group Inc. Reduce -0.5% 8.87% −0.26
MSFT Microsoft Corp. Reduce -3.9% 0.97% −0.21
MCO Moody's Corp. Reduce -2.9% 1.99% −0.15
PRM Perimeter Solutions Inc. Reduce -0.6% 10.93% −0.14
MA Mastercard Inc. Class A Reduce -1.5% 3.77% −0.13
ADP Automatic Data Processing Reduce -5.3% 0.42% −0.08
V Visa Inc. Class A Reduce -1.2% 1.60% −0.08
DIS The Walt Disney Co. Sold out 0.00% −0.07
TMO Thermo Fisher Scientific Inc. Sold out 0.00% −0.06
PAYX Paychex Inc. Reduce -2.9% 0.26% −0.03
MKL Markel Group Inc. Reduce -1.4% 1.30% −0.02
AMZN Amazon.com Inc. Reduce -1.6% 4.08% −0.02
LPX Louisiana-Pacific Corp. Reduce -2.4% 0.75% −0.01
AKRE Akre Focus ETF Reduce -0.3% 0.08% −0.01
VUG Vanguard Mrngstar GR ETF-Sui Reduce -8.8% 0.08% −0.01
JPM JPMorgan Chase & Co. Reduce -6.9% 0.07% −0.00
HD Home Depot Inc. Reduce -9.1% 0.09% −0.00
CMCSA Comcast Corp. Class A Reduce -1.5% 0.14% +0.01
WMT Walmart Inc. Reduce -4.6% 0.11% +0.02
SYY Sysco Corp. Reduce -2.5% 0.35% +0.02
RTX RTX Corp. Reduce -2.2% 0.18% +0.02
SCHW Schwab (charles) Corp. Reduce -1.9% 1.37% +0.04
LH Labcorp Holdings Inc. Reduce -3.2% 0.37% +0.05
AAPL Apple Inc. Reduce -2.3% 3.24% +0.07
UNP Union Pacific Corp. Reduce -1.5% 0.66% +0.09
CL Colgate-Palmolive Co. Reduce -1.6% 0.57% +0.09
SHW The Sherwin-Williams Co. Reduce -0.9% 1.10% +0.10
JNJ Johnson & Johnson Reduce -1.3% 0.43% +0.10
WM Waste Management Inc. Reduce -0.8% 1.01% +0.14
BRK.B Berkshire Hathaway Inc. Class B Reduce -1.4% 4.76% +0.24
TJX TJX Companies Inc. Reduce -1.4% 2.37% +0.31
DE Deere & Co. Reduce -0.9% 1.88% +0.48
WWD Woodward Inc. Reduce -1.1% 3.39% +0.81

Portfolio Buys Q4 2025 → Q1 2026
TSLA Tesla Inc. Add +22.4% 12.23% +1.44
VEEV Veeva Systems Inc. Class A New 0.55% +0.55
ETN Eaton Corp. PLC New 0.07% +0.07
VOE Vngrd Mrngstr MD-Cap Val ETF Add +0.0% 0.48% +0.07

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