East Coast Asset Management, LLC. Top Holdings and 13F Report (2025) About East Coast Asset Management, LLC.Investment ActivityEast Coast Asset Management, LLC. has $301.41 million in total holdings as of June 30, 2025.East Coast Asset Management, LLC. owns shares of 69 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 1.42% of the portfolio was purchased this quarter.About 6.74% of the portfolio was sold this quarter.This quarter, East Coast Asset Management, LLC. has purchased 69 new stocks and bought additional shares in 16 stocks.East Coast Asset Management, LLC. sold shares of 20 stocks and completely divested from 4 stocks this quarter.Largest Holdings Alphabet $37,841,209Transdigm Group $35,930,071Meta Platforms $31,568,599PERIMETER SOLUTIONS INC $28,839,734Tesla $18,862,333 Largest New Holdings this Quarter G29183103 - Eaton $220,263 Holding464287614 - iShares Russell 1000 Growth ETF $218,234 Holding14448C104 - Carrier Global $215,153 Holding922042858 - Vanguard FTSE Emerging Markets ETF $214,508 Holding Largest Purchases this Quarter Tesla 6,610 shares (about $2.10M)Amazon.com 5,718 shares (about $1.25M)Eaton 617 shares (about $220.26K)iShares Russell 1000 Growth ETF 514 shares (about $218.23K)Carrier Global 2,940 shares (about $215.15K) Largest Sales this Quarter Brookfield 248,698 shares (about $15.38M)Alphabet 15,533 shares (about $2.76M)Charter Communications 1,561 shares (about $638.15K)Transdigm Group 49 shares (about $74.51K)Liberty Broadband 715 shares (about $70.34K) Sector Allocation Over TimeMap of 500 Largest Holdings ofEast Coast Asset Management, LLC. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGOOGAlphabet$37,841,209$2,755,400 ▼-6.8%213,32212.6%Computer and TechnologyTDGTransdigm Group$35,930,071$74,512 ▼-0.2%23,62811.9%AerospaceMETAMeta Platforms$31,568,599$19,928 ▲0.1%42,77110.5%Computer and TechnologyPERIMETER SOLUTIONS INC$28,839,734$29,093 ▼-0.1%2,071,8209.6%COMMON STOCKTSLATesla$18,862,333$2,099,733 ▲12.5%59,3796.3%Auto/Tires/TrucksBRK.BBerkshire Hathaway$15,839,654$39,834 ▼-0.3%32,6075.3%FinanceAMZNAmazon.com$13,798,593$1,254,477 ▲10.0%62,8954.6%Retail/WholesaleMAMastercard$13,173,785$37,089 ▼-0.3%23,4434.4%Business ServicesAAPLApple$8,172,452$36,725 ▼-0.4%39,8332.7%Computer and TechnologyMCOMoody's$7,491,523$7,022 ▲0.1%14,9362.5%FinanceWWDWoodward$7,222,467$5,882 ▼-0.1%29,4692.4%AerospaceVVisa$5,922,453$1,420 ▼0.0%16,6812.0%Business ServicesTJXTJX Companies$5,816,303$21,364 ▼-0.4%47,0991.9%Retail/WholesaleBNBrookfield$5,278,058$15,382,048 ▼-74.5%85,3361.8%FinanceDEDeere & Company$5,206,477$9,153 ▲0.2%10,2391.7%IndustrialsMKLMarkel Group$4,334,271$11,984 ▲0.3%2,1701.4%Multi-Sector ConglomeratesCHTRCharter Communications$4,177,602$638,148 ▼-13.3%10,2191.4%Consumer DiscretionarySCHWCharles Schwab$4,098,112$2,463 ▲0.1%44,9161.4%FinanceMSFTMicrosoft$3,790,1550.0%7,6201.3%Computer and TechnologySHWSherwin-Williams$3,634,225$2,060 ▲0.1%10,5841.2%Basic MaterialsSPYSPDR S&P 500 ETF Trust$3,216,527$69,817 ▼-2.1%5,2061.1%FinanceWMWaste Management$3,136,076$6,407 ▼-0.2%13,7051.0%Business ServicesLPXLouisiana-Pacific$2,891,283$2,666 ▲0.1%33,6231.0%ConstructionBRK.ABerkshire Hathaway$2,186,4000.0%30.7%FinanceADPAutomatic Data Processing$2,045,694$3,701 ▲0.2%6,6330.7%Computer and TechnologyUNPUnion Pacific$1,951,322$13,345 ▼-0.7%8,4810.6%TransportationCLColgate-Palmolive$1,873,997$3,363 ▲0.2%20,6160.6%Consumer StaplesCRCrane$1,852,7570.0%9,7570.6%IndustrialsVOEVanguard Mid-Cap Value ETF$1,372,7860.0%8,3470.5%ETFPAYXPaychex$1,267,2480.0%8,7120.4%Computer and TechnologySYYSysco$1,183,389$1,212 ▲0.1%15,6240.4%Consumer StaplesLABCORP HOLDINGS INC$1,133,115$525 ▲0.0%4,3160.4%COM SHSGOOGLAlphabet$960,454$2,643 ▼-0.3%5,4500.3%Computer and TechnologyJNJJohnson & Johnson$855,935$31,922 ▼-3.6%5,6040.3%MedicalBRBroadridge Financial Solutions$847,7300.0%3,4880.3%Computer and TechnologyOEFiShares S&P 100 ETF$835,7450.0%2,7460.3%ETFDHRDanaher$728,8180.0%3,6890.2%MedicalCMCSAComcast$662,509$357 ▲0.1%18,5630.2%Consumer DiscretionaryLBRDKLiberty Broadband$564,406$70,342 ▼-11.1%5,7370.2%Consumer DiscretionaryIWMiShares Russell 2000 ETF$535,5060.0%2,4820.2%FinanceIBMInternational Business Machines$527,082$884 ▲0.2%1,7880.2%Computer and TechnologySPLVInvesco S&P 500 Low Volatility ETF$523,6690.0%7,1910.2%ETFPGProcter & Gamble$495,1180.0%3,1080.2%Consumer StaplesRTXRTX$478,201$584 ▲0.1%3,2750.2%AerospaceINTUIntuit$472,5780.0%6000.2%Computer and TechnologyAXPAmerican Express$459,9690.0%1,4420.2%FinanceLMTLockheed Martin$454,8030.0%9820.2%AerospaceAMGNAmgen$454,5540.0%1,6280.2%MedicalADBEAdobe$407,3850.0%1,0530.1%Computer and TechnologyMMM3M$393,4690.0%2,5850.1%Multi-Sector ConglomeratesEWLiShares MSCI Switzerland ETF$389,224$28,777 ▼-6.9%7,1010.1%ETFRSGRepublic Services$385,4510.0%1,5630.1%Business ServicesIXJiShares Global Healthcare ETF$384,9370.0%4,4710.1%ETFHDHome Depot$381,3240.0%1,0400.1%Retail/WholesaleRACEFerrari$365,6010.0%7450.1%Auto/Tires/TrucksBSXBoston Scientific$354,8830.0%3,3040.1%MedicalWMTWalmart$326,3640.0%3,3380.1%Retail/WholesaleJPMJPMorgan Chase & Co.$318,9010.0%1,1000.1%FinanceDISWalt Disney$302,336$3,224 ▼-1.1%2,4380.1%Consumer DiscretionaryVOOVanguard S&P 500 ETF$284,0150.0%5000.1%ETFELVElevance Health$283,941$3,501 ▼-1.2%7300.1%MedicalAMTAmerican Tower$277,0090.0%1,2530.1%FinanceVUGVanguard Growth ETF$259,9710.0%5930.1%ETFCOSTCostco Wholesale$239,5650.0%2420.1%Retail/WholesaleACNAccenture$220,2820.0%7370.1%Computer and TechnologyETNEaton$220,263$220,263 ▲New Holding6170.1%IndustrialsIWFiShares Russell 1000 Growth ETF$218,234$218,234 ▲New Holding5140.1%ETFCARRCarrier Global$215,153$215,153 ▲New Holding2,9400.1%ConstructionVWOVanguard FTSE Emerging Markets ETF$214,508$214,508 ▲New Holding4,3370.1%ETFPEPPepsiCo$0$357,307 ▼-100.0%00.0%Consumer StaplesCLXClorox$0$289,346 ▼-100.0%00.0%Consumer StaplesPFEPfizer$0$221,497 ▼-100.0%00.0%MedicalTMOThermo Fisher Scientific$0$201,030 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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