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 | $333.68 | -0.62% | 77.27% | 132.86% | $47.6M | 15.69% | — | HELD |
| 2 | TSLA | TESLA INC | $308.85 | 3.53% | -1.42% | 21.64% | $37.1M | 12.23% | — | HELD |
| 3 | PRM | PERIMETER SOLUTIONS INC | $37.23 | 7.38% | 130.59% | 159.65% | $33.2M | 10.93% | — | HELD |
| 4 | TDG | TRANSDIGM GROUP INC | $1249.91 | -1.16% | -14.73% | 150.47% | $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 | $235.50 | 3.90% | 5.54% | 30.60% | $12.4M | 4.08% | — | HELD |
| 8 | MA | MASTERCARD INCORPORATED | $577.35 | 2.49% | 3.76% | 71.76% | $11.4M | 3.77% | — | HELD |
| 9 | WWD | WOODWARD INC | $356.28 | -7.56% | 49.23% | 228.14% | $10.3M | 3.39% | — | HELD |
| 10 | AAPL | APPLE INC | $333.43 | -1.41% | 65.41% | 124.96% | $9.8M | 3.24% | — | HELD |
| 11 | META | META PLATFORMS INC | $539.03 | -7.95% | -21.66% | 55.72% | $8.1M | 2.68% | — | HELD |
| 12 | TJX | TJX COS INC NEW | $159.26 | -1.47% | 27.39% | 133.67% | $7.2M | 2.37% | — | HELD |
| 13 | MCO | MOODYS CORP | $482.26 | -0.20% | -2.99% | 31.89% | $6.0M | 1.99% | — | HELD |
| 14 | DE | DEERE & CO | $599.47 | -1.88% | 21.16% | 69.35% | $5.7M | 1.88% | — | HELD |
| 15 | V | VISA INC | $366.27 | -0.67% | 8.37% | 65.12% | $4.8M | 1.60% | — | HELD |
| 16 | SCHW | SCHWAB CHARLES CORP | $104.33 | -0.13% | 9.66% | 51.38% | $4.1M | 1.37% | — | HELD |
| 17 | MKL | MARKEL GROUP INC | $1886.16 | -6.39% | -2.26% | 48.49% | $4.0M | 1.30% | — | HELD |
| 18 | SHW | SHERWIN WILLIAMS CO | $344.84 | 0.28% | 1.07% | 18.22% | $3.3M | 1.10% | — | HELD |
| 19 | SPY | STATE STR SPDR S&P 500 ETF T | $741.69 | 1.68% | 18.63% | 72.84% | $3.3M | 1.08% | — | HELD |
| 20 | WM | WASTE MGMT INC DEL | $226.33 | -4.34% | 0.47% | 57.78% | $3.1M | 1.01% | — | HELD |
| 21 | MSFT | MICROSOFT CORP | $451.10 | 15.51% | -13.24% | 55.41% | $3.0M | 0.97% | — | HELD |
| 22 | LPX | LOUISIANA PAC CORP | $71.91 | -2.31% | -19.37% | 20.88% | $2.3M | 0.75% | — | HELD |
| 23 | BRK/A | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $2.2M | 0.71% | — | HELD |
| 24 | UNP | UNION PAC CORP | $289.46 | -0.93% | 34.09% | 47.81% | $2.0M | 0.66% | — | HELD |
| 25 | CL | COLGATE PALMOLIVE CO | $91.60 | -2.02% | 14.75% | 35.12% | $1.7M | 0.57% | — | HELD |
| 26 | VEEV | VEEVA SYS INC | $201.56 | -3.05% | -28.19% | -39.14% | $1.7M | 0.55% | — | HELD |
| 27 | GOOGL | ALPHABET INC | $333.66 | -0.91% | 76.18% | 131.67% | $1.6M | 0.51% | — | HELD |
| 28 | VOE | VANGUARD INDEX FDS | $205.22 | -0.34% | 26.79% | 57.85% | $1.5M | 0.48% | — | HELD |
| 29 | JNJ | JOHNSON & JOHNSON | $255.82 | -3.66% | 56.99% | 69.37% | $1.3M | 0.43% | — | HELD |
| 30 | ADP | AUTOMATIC DATA PROCESSING IN | $263.87 | -3.48% | -6.48% | 45.94% | $1.3M | 0.42% | — | HELD |
| 31 | LH | LABCORP HOLDINGS INC | $315.53 | 2.73% | — | — | $1.1M | 0.37% | — | HELD |
| 32 | SYY | SYSCO CORP | $84.71 | -0.71% | — | — | $1.1M | 0.35% | — | HELD |
| 33 | OEF | ISHARES TR | $365.57 | 2.04% | — | — | $873K | 0.29% | — | HELD |
| 34 | PAYX | PAYCHEX INC | $116.33 | -4.75% | — | — | $779K | 0.26% | — | HELD |
| 35 | BR | BROADRIDGE FINL SOLUTIONS IN | $154.77 | -2.78% | — | — | $721K | 0.24% | — | HELD |
| 36 | DHR | DANAHER CORP DEL | $196.17 | -0.16% | — | — | $678K | 0.22% | — | HELD |
| 37 | IWM | ISHARES TR | $292.59 | 1.39% | — | — | $610K | 0.20% | — | HELD |
| 38 | AMGN | AMGEN INC | $387.64 | 0.00% | — | — | $573K | 0.19% | — | HELD |
| 39 | LMT | LOCKHEED MARTIN CORP | $574.11 | 0.86% | — | — | $563K | 0.19% | — | HELD |
| 40 | RTX | RTX CORPORATION | $214.38 | -0.40% | — | — | $539K | 0.18% | — | HELD |
| 41 | SPLV | INVESCO EXCH TRADED FD TR II | $76.38 | -1.50% | — | — | $526K | 0.17% | — | HELD |
| 42 | PG | PROCTER & GAMBLE CO | $143.96 | -1.46% | — | — | $449K | 0.15% | — | HELD |
| 43 | FBTC | FIDELITY WISE ORIGIN BITCOIN | $56.36 | 1.94% | — | — | $446K | 0.15% | — | HELD |
| 44 | CMCSA | COMCAST CORP NEW | $23.67 | -3.82% | — | — | $439K | 0.14% | — | HELD |
| 45 | AXP | AMERICAN EXPRESS CO | $337.52 | 1.82% | — | — | $436K | 0.14% | — | HELD |
| 46 | IBM | INTERNATIONAL BUSINESS MACHS | $221.74 | -2.08% | — | — | $435K | 0.14% | — | HELD |
| 47 | EWL | ISHARES INC | $63.92 | 1.80% | — | — | $418K | 0.14% | — | HELD |
| 48 | IXJ | ISHARES TR | $101.24 | -1.16% | — | — | $392K | 0.13% | — | HELD |
| 49 | MMM | 3M CO | $176.07 | -1.06% | — | — | $375K | 0.12% | — | HELD |
| 50 | RSG | REPUBLIC SVCS INC | $211.33 | -3.46% | — | — | $342K | 0.11% | — | HELD |
| 51 | WMT | WALMART INC | $111.10 | -2.73% | — | — | $324K | 0.11% | — | HELD |
| 52 | VOO | VANGUARD INDEX FDS | $681.79 | 1.66% | — | — | $299K | 0.10% | — | HELD |
| 53 | HD | HOME DEPOT INC | $333.35 | -1.45% | — | — | $280K | 0.09% | — | HELD |
| 54 | INTU | INTUIT | $315.50 | -5.29% | — | — | $259K | 0.09% | — | HELD |
| 55 | AKRE | PROFESIONALLY MANAGED PORTFO | $57.54 | -1.99% | — | — | $257K | 0.08% | — | HELD |
| 56 | ADBE | ADOBE INC | $247.90 | -5.90% | — | — | $256K | 0.08% | — | HELD |
| 57 | RACE | FERRARI N V | $397.73 | 3.12% | — | — | $252K | 0.08% | — | HELD |
| 58 | COST | COSTCO WHOLESALE CORPORATION | $954.17 | -2.04% | — | — | $241K | 0.08% | — | HELD |
| 59 | VUG | VANGUARD INDEX FDS | $84.27 | 2.68% | — | — | $236K | 0.08% | — | HELD |
| 60 | VWO | VANGUARD INTL EQUITY INDEX F | $58.19 | 2.23% | — | — | $234K | 0.08% | — | HELD |
| 61 | PFE | PFIZER INC | $24.91 | -0.95% | — | — | $229K | 0.08% | — | HELD |
| 62 | ETN | EATON CORP PLC | $386.89 | 6.91% | — | — | $221K | 0.07% | — | HELD |
| 63 | ACN | ACCENTURE PLC IRELAND | $163.29 | -5.71% | — | — | $219K | 0.07% | — | HELD |
| 64 | IWF | ISHARES TR | $117.43 | 2.96% | — | — | $219K | 0.07% | — | HELD |
| 65 | JPM | JPMORGAN CHASE & CO | $350.85 | 1.78% | — | — | $217K | 0.07% | — | HELD |
| 66 | AMT | AMERICAN TOWER CORP | $174.46 | -2.68% | — | — | $216K | 0.07% | — | HELD |
| 67 | ELV | ELEVANCE HEALTH INC FORMERLY | $376.40 | 0.11% | — | — | $214K | 0.07% | — | HELD |
| 68 | BSX | BOSTON SCIENTIFIC CORP | $46.00 | -0.09% | — | — | $207K | 0.07% | — | HELD |
Source: SEC EDGAR · accession 0001579254-26-000003. 13F discloses long positions only — shorts, foreign equities, and options are excluded.