Institutional
East Coast Asset Management, LLC.
CIK 0001579254
$303.4M
Reported AUM
68
Positions
Q1 2026
Period
2026-05-15
Filed
The Brief · East Coast Asset Management, LLC. · Q1 2026
AI · grounded in 13F
East Coast Asset Management, LLC. closed its position in CR, reducing its holdings by $1.84M. The fund established a new position in VEEV worth $1.67M and added ETN to its portfolio. Additionally, the fund increased its stake in TSLA by 22.39% while trimming shares of META by 34.97% and GOOG by 15.37%.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC | $358.16 | 0.45% | 104.47% | 167.21% | $47.6M | 15.69% | −30,153 | −15.4% |
| 2 | TSLA | TESLA INC | $406.43 | 1.82% | 24.94% | 77.43% | $37.1M | 12.23% | +18,267 | +22.4% |
| 3 | PRM | PERIMETER SOLUTIONS INC | $35.47 | 1.20% | 171.22% | 156.77% | $33.2M | 10.93% | −8,797 | −0.6% |
| 4 | TDG | TRANSDIGM GROUP INC | $1256.05 | -0.12% | -6.26% | 136.98% | $26.9M | 8.87% | −121 | −0.5% |
| 5 | SATS | ECHOSTAR CORP | $114.08 | -10.97% | 577.43% | 411.57% | $16.1M | 5.29% | — | HELD |
| 6 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $14.5M | 4.76% | −428 | −1.4% |
| 7 | AMZN | AMAZON COM INC | $238.55 | -1.23% | 12.47% | 43.38% | $12.4M | 4.08% | −936 | −1.5% |
| 8 | MA | MASTERCARD INCORPORATED | $489.98 | 0.71% | -12.30% | 30.70% | $11.4M | 3.77% | −359 | −1.5% |
| 9 | WWD | WOODWARD INC | $386.85 | -0.35% | 67.36% | 228.13% | $10.3M | 3.39% | −311 | −1.1% |
| 10 | AAPL | APPLE INC | $291.13 | -1.52% | 48.78% | 104.77% | $9.8M | 3.24% | −906 | −2.3% |
| 11 | META | META PLATFORMS INC | $566.98 | -0.26% | -16.71% | 60.38% | $8.1M | 2.68% | −7,638 | −35.0% |
| 12 | TJX | TJX COS INC NEW | $168.41 | 0.04% | 37.05% | 162.23% | $7.2M | 2.37% | −615 | −1.3% |
| 13 | MCO | MOODYS CORP | $447.85 | 1.36% | -4.30% | 24.24% | $6.0M | 1.99% | −405 | −2.8% |
| 14 | DE | DEERE & CO | $577.48 | 1.55% | 14.81% | 70.12% | $5.7M | 1.88% | −90 | −0.9% |
| 15 | V | VISA INC | $322.39 | 1.05% | -7.91% | 35.83% | $4.8M | 1.60% | −192 | −1.2% |
| 16 | SCHW | SCHWAB CHARLES CORP | $91.10 | 2.71% | 2.82% | 39.49% | $4.1M | 1.37% | −867 | −1.9% |
| 17 | MKL | MARKEL GROUP INC | $1846.00 | 0.87% | -4.29% | 53.05% | $4.0M | 1.30% | −29 | −1.4% |
| 18 | SHW | SHERWIN WILLIAMS CO | $317.30 | 0.13% | -4.65% | 14.03% | $3.3M | 1.10% | −92 | −0.9% |
| 19 | SPY | STATE STR SPDR S&P 500 ETF T | $741.75 | 0.54% | 25.67% | 80.52% | $3.3M | 1.08% | — | HELD |
| 20 | WM | WASTE MGMT INC DEL | $219.45 | 0.30% | -5.72% | 60.05% | $3.1M | 1.01% | −105 | −0.8% |
| 21 | MSFT | MICROSOFT CORP | $390.74 | 0.10% | -17.07% | 42.90% | $3.0M | 0.97% | −326 | −3.9% |
| 22 | LPX | LOUISIANA PAC CORP | $75.04 | 0.37% | -12.32% | 47.27% | $2.3M | 0.75% | −783 | −2.4% |
| 23 | BRK/A | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $2.2M | 0.71% | — | HELD |
| 24 | UNP | UNION PAC CORP | $272.70 | 1.65% | 25.01% | 39.73% | $2.0M | 0.66% | −127 | −1.5% |
| 25 | CL | COLGATE PALMOLIVE CO | $89.45 | 0.07% | 1.61% | 26.72% | $1.7M | 0.57% | −325 | −1.6% |
| 26 | VEEV | VEEVA SYS INC | $159.54 | -1.24% | -43.54% | -52.05% | $1.7M | 0.55% | +9,480 | NEW |
| 27 | GOOGL | ALPHABET INC | $359.68 | 0.53% | 106.76% | 169.34% | $1.6M | 0.51% | — | HELD |
| 28 | VOE | VANGUARD INDEX FDS | $199.01 | 1.10% | 25.79% | 56.85% | $1.5M | 0.48% | +2 | +0.0% |
| 29 | JNJ | JOHNSON & JOHNSON | $240.87 | 1.07% | 57.15% | 61.00% | $1.3M | 0.43% | −70 | −1.3% |
| 30 | ADP | AUTOMATIC DATA PROCESSING IN | $226.21 | 0.19% | -24.42% | 19.52% | $1.3M | 0.42% | −354 | −5.3% |
| 31 | LH | LABCORP HOLDINGS INC | $266.16 | 0.34% | — | — | $1.1M | 0.37% | −138 | −3.2% |
| 32 | SYY | SYSCO CORP | $79.19 | -0.57% | — | — | $1.1M | 0.35% | −386 | −2.6% |
| 33 | OEF | ISHARES TR | $364.40 | 0.24% | — | — | $873K | 0.29% | — | HELD |
| 34 | PAYX | PAYCHEX INC | $100.63 | 1.37% | — | — | $779K | 0.26% | −252 | −2.9% |
| 35 | BR | BROADRIDGE FINL SOLUTIONS IN | $144.87 | 0.01% | — | — | $721K | 0.24% | — | HELD |
| 36 | DHR | DANAHER CORP DEL | $180.10 | -0.38% | — | — | $678K | 0.22% | — | HELD |
| 37 | IWM | ISHARES TR | $292.95 | 0.87% | — | — | $610K | 0.20% | — | HELD |
| 38 | AMGN | AMGEN INC | $355.20 | 0.32% | — | — | $573K | 0.19% | — | HELD |
| 39 | LMT | LOCKHEED MARTIN CORP | $540.33 | -1.52% | — | — | $563K | 0.19% | — | HELD |
| 40 | RTX | RTX CORPORATION | $183.53 | -0.37% | — | — | $539K | 0.18% | −64 | −2.2% |
| 41 | SPLV | INVESCO EXCH TRADED FD TR II | $74.47 | 0.85% | — | — | $526K | 0.17% | — | HELD |
| 42 | PG | PROCTER & GAMBLE CO | $149.61 | 0.86% | — | — | $449K | 0.15% | — | HELD |
| 43 | FBTC | FIDELITY WISE ORIGIN BITCOIN | $55.35 | 0.11% | — | — | $446K | 0.15% | — | HELD |
| 44 | CMCSA | COMCAST CORP NEW | $24.50 | 2.21% | — | — | $439K | 0.14% | −235 | −1.5% |
| 45 | AXP | AMERICAN EXPRESS CO | $325.44 | 2.18% | — | — | $436K | 0.14% | — | HELD |
| 46 | IBM | INTERNATIONAL BUSINESS MACHS | $272.24 | -0.95% | — | — | $435K | 0.14% | — | HELD |
| 47 | EWL | ISHARES INC | $62.72 | -0.30% | — | — | $418K | 0.14% | — | HELD |
| 48 | IXJ | ISHARES TR | $96.25 | -0.24% | — | — | $392K | 0.13% | — | HELD |
| 49 | MMM | 3M CO | $158.32 | 0.26% | — | — | $375K | 0.12% | — | HELD |
| 50 | RSG | REPUBLIC SVCS INC | $209.91 | 0.89% | — | — | $342K | 0.11% | — | HELD |
| 51 | WMT | WALMART INC | $121.04 | 0.45% | — | — | $324K | 0.11% | −125 | −4.6% |
| 52 | VOO | VANGUARD INDEX FDS | $681.95 | 0.55% | — | — | $299K | 0.10% | — | HELD |
| 53 | HD | HOME DEPOT INC | $328.39 | 0.73% | — | — | $280K | 0.09% | −85 | −9.1% |
| 54 | INTU | INTUIT | $276.73 | -0.07% | — | — | $259K | 0.09% | — | HELD |
| 55 | AKRE | PROFESIONALLY MANAGED PORTFO | $54.60 | -0.49% | — | — | $257K | 0.08% | −17 | −0.3% |
| 56 | ADBE | ADOBE INC | $204.02 | -6.76% | — | — | $256K | 0.08% | — | HELD |
| 57 | RACE | FERRARI N V | $354.91 | -2.93% | — | — | $252K | 0.08% | — | HELD |
| 58 | COST | COSTCO WHOLESALE CORPORATION | $982.35 | 0.68% | — | — | $241K | 0.08% | — | HELD |
| 59 | VUG | VANGUARD INDEX FDS | $85.27 | 0.18% | — | — | $236K | 0.08% | −52 | −8.8% |
| 60 | VWO | VANGUARD INTL EQUITY INDEX F | $59.55 | 0.76% | — | — | $234K | 0.08% | — | HELD |
| 61 | PFE | PFIZER INC | $26.21 | 0.15% | — | — | $229K | 0.08% | — | HELD |
| 62 | ETN | EATON CORP PLC | $391.39 | -0.57% | — | — | $221K | 0.07% | +617 | NEW |
| 63 | ACN | ACCENTURE PLC IRELAND | $170.28 | 1.65% | — | — | $219K | 0.07% | — | HELD |
| 64 | IWF | ISHARES TR | $121.61 | 0.03% | — | — | $219K | 0.07% | — | HELD |
| 65 | JPM | JPMORGAN CHASE & CO | $320.72 | 2.31% | — | — | $217K | 0.07% | −55 | −6.9% |
| 66 | AMT | AMERICAN TOWER CORP | $187.18 | -1.13% | — | — | $216K | 0.07% | — | HELD |
| 67 | ELV | ELEVANCE HEALTH INC FORMERLY | $404.07 | 1.23% | — | — | $214K | 0.07% | — | HELD |
| 68 | BSX | BOSTON SCIENTIFIC CORP | $46.91 | -0.55% | — | — | $207K | 0.07% | — | HELD |
| 69 | CR | CRANE COMPANY | $206.57 | 1.23% | — | — | — | — | −9,957 | EXITED |
| 70 | DIS | DISNEY WALT CO | $100.04 | -0.30% | — | — | — | — | −1,978 | EXITED |
| 71 | TMO | THERMO FISHER SCIENTIFIC INC | $469.34 | -1.33% | — | — | — | — | −380 | EXITED |
Source: SEC EDGAR · accession 0001579254-26-000003. 13F discloses long positions only — shorts, foreign equities, and options are excluded.