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
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC | $335.92 | 1.00% | 75.60% | 130.67% | $47.6M | 15.69% | — | HELD |
| 2 | TSLA | TESLA INC | $298.44 | -2.93% | 1.59% | 25.36% | $37.1M | 12.23% | — | HELD |
| 3 | PRM | PERIMETER SOLUTIONS INC | $34.67 | -0.69% | 119.25% | 146.87% | $33.2M | 10.93% | — | HELD |
| 4 | TDG | TRANSDIGM GROUP INC | $1264.60 | -3.32% | -11.80% | 159.06% | $26.9M | 8.87% | — | HELD |
| 5 | SATS | ECHOSTAR CORP | — | — | — | — | $16.1M | 5.29% | — | HELD |
| 6 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $14.5M | 4.76% | — | HELD |
| 7 | AMZN | AMAZON COM INC | $226.46 | -1.91% | 7.50% | 33.03% | $12.4M | 4.08% | — | HELD |
| 8 | MA | MASTERCARD INCORPORATED | $563.56 | 0.14% | 1.14% | 67.42% | $11.4M | 3.77% | — | HELD |
| 9 | WWD | WOODWARD INC | $385.42 | -6.12% | 58.96% | 249.54% | $10.3M | 3.39% | — | HELD |
| 10 | AAPL | APPLE INC | $338.10 | -0.58% | 67.77% | 128.17% | $9.8M | 3.24% | — | HELD |
| 11 | META | META PLATFORMS INC | $585.07 | -1.41% | -20.62% | 57.79% | $8.1M | 2.68% | — | HELD |
| 12 | TJX | TJX COS INC NEW | $161.65 | 0.53% | 29.50% | 137.54% | $7.2M | 2.37% | — | HELD |
| 13 | MCO | MOODYS CORP | $483.32 | -0.18% | -2.79% | 32.16% | $6.0M | 1.99% | — | HELD |
| 14 | DE | DEERE & CO | $610.95 | -4.52% | 29.32% | 80.76% | $5.7M | 1.88% | — | HELD |
| 15 | V | VISA INC | $369.54 | 0.80% | 9.62% | 67.02% | $4.8M | 1.60% | — | HELD |
| 16 | SCHW | SCHWAB CHARLES CORP | $104.49 | -1.40% | 12.19% | 54.86% | $4.1M | 1.37% | — | HELD |
| 17 | MKL | MARKEL GROUP INC | $2015.00 | -1.19% | 5.67% | 60.55% | $4.0M | 1.30% | — | HELD |
| 18 | SHW | SHERWIN WILLIAMS CO | $344.07 | -2.88% | 4.13% | 21.80% | $3.3M | 1.10% | — | HELD |
| 19 | SPY | STATE STR SPDR S&P 500 ETF T | $729.62 | -1.52% | 20.48% | 75.54% | $3.3M | 1.08% | — | HELD |
| 20 | WM | WASTE MGMT INC DEL | $236.52 | -1.21% | 6.28% | 66.90% | $3.1M | 1.01% | — | HELD |
| 21 | MSFT | MICROSOFT CORP | $390.50 | -0.72% | -24.89% | 34.54% | $3.0M | 0.97% | — | HELD |
| 22 | LPX | LOUISIANA PAC CORP | $73.54 | -3.93% | -17.47% | 23.74% | $2.3M | 0.75% | — | HELD |
| 23 | BRK/A | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $2.2M | 0.71% | — | HELD |
| 24 | UNP | UNION PAC CORP | $292.37 | -0.71% | 36.18% | 50.11% | $2.0M | 0.66% | — | HELD |
| 25 | CL | COLGATE PALMOLIVE CO | $93.49 | 0.82% | 13.82% | 34.02% | $1.7M | 0.57% | — | HELD |
| 26 | VEEV | VEEVA SYS INC | $207.81 | 3.29% | -28.49% | -39.39% | $1.7M | 0.55% | — | HELD |
| 27 | GOOGL | ALPHABET INC | $336.30 | 0.78% | 76.51% | 132.04% | $1.6M | 0.51% | — | HELD |
| 28 | VOE | VANGUARD INDEX FDS | $205.92 | -0.74% | 27.74% | 59.03% | $1.5M | 0.48% | — | HELD |
| 29 | JNJ | JOHNSON & JOHNSON | $265.69 | -0.39% | 64.28% | 77.25% | $1.3M | 0.43% | — | HELD |
| 30 | ADP | AUTOMATIC DATA PROCESSING IN | $273.37 | 3.48% | -9.63% | 41.03% | $1.3M | 0.42% | — | HELD |
| 31 | LH | LABCORP HOLDINGS INC | $307.15 | -2.25% | — | — | $1.1M | 0.37% | — | HELD |
| 32 | SYY | SYSCO CORP | $85.32 | 0.14% | — | — | $1.1M | 0.35% | — | HELD |
| 33 | OEF | ISHARES TR | $358.27 | -1.63% | — | — | $873K | 0.29% | — | HELD |
| 34 | PAYX | PAYCHEX INC | $122.13 | 2.74% | — | — | $779K | 0.26% | — | HELD |
| 35 | BR | BROADRIDGE FINL SOLUTIONS IN | $159.20 | 0.64% | — | — | $721K | 0.24% | — | HELD |
| 36 | DHR | DANAHER CORP DEL | $196.53 | -1.27% | — | — | $678K | 0.22% | — | HELD |
| 37 | IWM | ISHARES TR | $288.64 | -1.61% | — | — | $610K | 0.20% | — | HELD |
| 38 | AMGN | AMGEN INC | $387.64 | -1.39% | — | — | $573K | 0.19% | — | HELD |
| 39 | LMT | LOCKHEED MARTIN CORP | $569.33 | -2.06% | — | — | $563K | 0.19% | — | HELD |
| 40 | RTX | RTX CORPORATION | $215.36 | -1.47% | — | — | $539K | 0.18% | — | HELD |
| 41 | SPLV | INVESCO EXCH TRADED FD TR II | $77.54 | -0.55% | — | — | $526K | 0.17% | — | HELD |
| 42 | PG | PROCTER & GAMBLE CO | $146.12 | -1.85% | — | — | $449K | 0.15% | — | HELD |
| 43 | FBTC | FIDELITY WISE ORIGIN BITCOIN | $55.29 | -0.45% | — | — | $446K | 0.15% | — | HELD |
| 44 | CMCSA | COMCAST CORP NEW | $24.61 | 1.74% | — | — | $439K | 0.14% | — | HELD |
| 45 | AXP | AMERICAN EXPRESS CO | $331.54 | -1.51% | — | — | $436K | 0.14% | — | HELD |
| 46 | IBM | INTERNATIONAL BUSINESS MACHS | $226.60 | -0.42% | — | — | $435K | 0.14% | — | HELD |
| 47 | EWL | ISHARES INC | $62.79 | -0.70% | — | — | $418K | 0.14% | — | HELD |
| 48 | IXJ | ISHARES TR | $102.43 | -0.41% | — | — | $392K | 0.13% | — | HELD |
| 49 | MMM | 3M CO | $177.95 | -2.48% | — | — | $375K | 0.12% | — | HELD |
| 50 | RSG | REPUBLIC SVCS INC | $218.91 | 1.05% | — | — | $342K | 0.11% | — | HELD |
| 51 | WMT | WALMART INC | $114.19 | 0.97% | — | — | $324K | 0.11% | — | HELD |
| 52 | VOO | VANGUARD INDEX FDS | $670.55 | -1.53% | — | — | $299K | 0.10% | — | HELD |
| 53 | HD | HOME DEPOT INC | $338.42 | -1.75% | — | — | $280K | 0.09% | — | HELD |
| 54 | INTU | INTUIT | $333.13 | 6.43% | — | — | $259K | 0.09% | — | HELD |
| 55 | AKRE | PROFESIONALLY MANAGED PORTFO | $58.71 | 1.10% | — | — | $257K | 0.08% | — | HELD |
| 56 | ADBE | ADOBE INC | $263.43 | 5.72% | — | — | $256K | 0.08% | — | HELD |
| 57 | RACE | FERRARI N V | $385.69 | -1.14% | — | — | $252K | 0.08% | — | HELD |
| 58 | COST | COSTCO WHOLESALE CORPORATION | $973.73 | 0.74% | — | — | $241K | 0.08% | — | HELD |
| 59 | VUG | VANGUARD INDEX FDS | $82.07 | -1.51% | — | — | $236K | 0.08% | — | HELD |
| 60 | VWO | VANGUARD INTL EQUITY INDEX F | $56.93 | -1.40% | — | — | $234K | 0.08% | — | HELD |
| 61 | PFE | PFIZER INC | $25.16 | -0.36% | — | — | $229K | 0.08% | — | HELD |
| 62 | ETN | EATON CORP PLC | $361.85 | -6.32% | — | — | $221K | 0.07% | — | HELD |
| 63 | ACN | ACCENTURE PLC IRELAND | $173.22 | 5.20% | — | — | $219K | 0.07% | — | HELD |
| 64 | IWF | ISHARES TR | $114.05 | -2.09% | — | — | $219K | 0.07% | — | HELD |
| 65 | JPM | JPMORGAN CHASE & CO | $345.27 | -3.37% | — | — | $217K | 0.07% | — | HELD |
| 66 | AMT | AMERICAN TOWER CORP | $179.30 | 4.55% | — | — | $216K | 0.07% | — | HELD |
| 67 | ELV | ELEVANCE HEALTH INC FORMERLY | $375.96 | -2.53% | — | — | $214K | 0.07% | — | HELD |
| 68 | BSX | BOSTON SCIENTIFIC CORP | $46.06 | 0.00% | — | — | $207K | 0.07% | — | HELD |
Source: SEC EDGAR · accession 0001579254-26-000003. 13F discloses long positions only — shorts, foreign equities, and options are excluded.