East Coast Asset Management, LLC. 13F Holdings · Q2 2026
East Coast Asset Management, LLC. reported 67 securities worth $338.60M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: GOOG (16.65%), TSLA (12.78%), PRM (11.48%). Among its top 25 positions this quarter: 5 added, 19 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC | $56.4M | 16.65% | 159,525 | Trimmed |
| 2 | TSLA | TESLA INC | $43.3M | 12.78% | 102,906 | Added |
| 3 | PRM | PERIMETER SOLUTIONS INC | $38.9M | 11.48% | 1.1M | Trimmed |
| 4 | TDG | TRANSDIGM GROUP INC | $32.0M | 9.45% | 24,009 | Added |
| 5 | ECHO | ECHOSTAR CORP | $19.3M | 5.71% | 190,609 | Added |
| 6 | AMZN | AMAZON COM INC | $16.0M | 4.72% | 66,992 | Added |
| 7 | BRKB | BERKSHIRE HATHAWAY INC DEL | $14.5M | 4.28% | 28,980 | Trimmed |
| 8 | WWD | WOODWARD INC | $12.0M | 3.55% | 28,243 | Trimmed |
| 9 | MA | MASTERCARD INCORPORATED | $11.2M | 3.32% | 21,879 | Trimmed |
| 10 | AAPL | APPLE INC | $10.7M | 3.16% | 36,936 | Trimmed |
| 11 | TJX | TJX COS INC NEW | $6.7M | 1.96% | 43,911 | Trimmed |
| 12 | DE | DEERE & CO | $6.3M | 1.85% | 9,888 | Trimmed |
| 13 | MCO | MOODYS CORP | $6.0M | 1.78% | 13,295 | Trimmed |
| 14 | META | META PLATFORMS INC | $5.5M | 1.62% | 9,754 | Trimmed |
| 15 | V | VISA INC | $5.3M | 1.57% | 15,462 | Trimmed |
| 16 | SCHW | SCHWAB CHARLES CORP | $4.0M | 1.19% | 43,501 | Trimmed |
| 17 | MKL | MARKEL GROUP INC | $3.9M | 1.15% | 2,001 | Trimmed |
| 18 | SPY | STATE STR SPDR S&P 500 ETF T | $3.6M | 1.06% | 4,793 | Trimmed |
| 19 | SHW | SHERWIN WILLIAMS CO | $3.5M | 1.02% | 10,057 | Trimmed |
| 20 | VEEV | VEEVA SYS INC | $3.5M | 1.02% | 19,483 | Added |
| 21 | WM | WASTE MGMT INC DEL | $2.9M | 0.86% | 13,035 | Trimmed |
| 22 | MSFT | MICROSOFT CORP | $2.5M | 0.75% | 6,804 | Trimmed |
| 23 | LPX | LOUISIANA PAC CORP | $2.3M | 0.69% | 29,748 | Trimmed |
| 24 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $2.2M | 0.66% | 3 | Hold |
| 25 | UNP | UNION PAC CORP | $2.2M | 0.64% | 7,969 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR