East Coast Asset Management, LLC. Top Holdings and 13F Report (2026) About East Coast Asset Management, LLC.Investment ActivityEast Coast Asset Management, LLC. has $338.60 million in total holdings as of June 30, 2026.East Coast Asset Management, LLC. owns shares of 67 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 3.81% of the portfolio was purchased this quarter.About 5.96% of the portfolio was sold this quarter.This quarter, East Coast Asset Management, LLC. has purchased 68 new stocks and bought additional shares in 9 stocks.East Coast Asset Management, LLC. sold shares of 37 stocks and completely divested from 5 stocks this quarter.Largest Holdings Alphabet $56,364,841Tesla $43,282,053PERIMETER SOLUTIONS INC $38,867,894Transdigm Group $31,981,163ECHOSTAR CORP $19,346,814 Largest New Holdings this Quarter 84615Q103 - SPACE EXPLORATION TECHN CORP $498,057 Holding464287804 - iShares Core S&P Small-Cap ETF $226,645 Holding922908744 - Vanguard Value ETF $218,366 Holding988498101 - Yum! Brands $201,903 Holding Largest Purchases this Quarter ECHOSTAR CORP 53,365 shares (about $5.42M)Amazon.com 7,518 shares (about $1.79M)Veeva Systems 10,003 shares (about $1.78M)Tesla 3,044 shares (about $1.28M)Transdigm Group 789 shares (about $1.05M) Largest Sales this Quarter PERIMETER SOLUTIONS INC 267,319 shares (about $9.53M)Meta Platforms 4,450 shares (about $2.51M)Alphabet 6,441 shares (about $2.28M)Berkshire Hathaway 1,183 shares (about $591.97K)Mastercard 1,004 shares (about $515.67K) 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$56,364,841$2,275,793 â–¼-3.9%159,52516.6%Communication ServicesTSLATesla$43,282,053$1,280,300 â–²3.0%102,90612.8%Consumer DiscretionaryPERIMETER SOLUTIONS INC$38,867,894$9,529,918 â–¼-19.7%1,090,26411.5%COMMON STOCKTDGTransdigm Group$31,981,163$1,050,987 â–²3.4%24,0099.4%IndustrialsECHOSTAR CORP$19,346,814$5,416,548 â–²38.9%190,6095.7%CL AAMZNAmazon.com$15,966,938$1,791,847 â–²12.6%66,9924.7%Consumer DiscretionaryBRK.BBerkshire Hathaway$14,501,458$591,968 â–¼-3.9%28,9804.3%FinanceWWDWoodward$12,015,531$206,761 â–¼-1.7%28,2433.5%IndustrialsMAMastercard$11,237,292$515,665 â–¼-4.4%21,8793.3%FinanceAAPLApple$10,687,757$511,586 â–¼-4.6%36,9363.2%TechnologyTJXTJX Companies$6,652,528$171,347 â–¼-2.5%43,9112.0%Consumer DiscretionaryDEDeere & Company$6,272,482$167,469 â–¼-2.6%9,8881.9%IndustrialsMCOMoody's$6,021,581$242,313 â–¼-3.9%13,2951.8%FinanceMETAMeta Platforms$5,494,413$2,506,678 â–¼-31.3%9,7541.6%Communication ServicesVVisa$5,304,792$198,304 â–¼-3.6%15,4621.6%FinanceSCHWCharles Schwab$4,013,874$57,023 â–¼-1.4%43,5011.2%FinanceMKLMarkel Group$3,906,997$128,866 â–¼-3.2%2,0011.2%FinanceSPYSPDR S&P 500 ETF Trust$3,579,269$185,199 â–¼-4.9%4,7931.1%ETFSHWSherwin-Williams$3,462,788$109,837 â–¼-3.1%10,0571.0%MaterialsVEEVVeeva Systems$3,457,648$1,775,232 â–²105.5%19,4831.0%HealthcareWMWaste Management$2,905,196$63,297 â–¼-2.1%13,0350.9%IndustrialsMSFTMicrosoft$2,538,014$440,161 â–¼-14.8%6,8040.7%TechnologyLPXLouisiana-Pacific$2,339,982$131,913 â–¼-5.3%29,7480.7%MaterialsBRK.ABerkshire Hathaway$2,246,5500.0%30.7%FinanceUNPUnion Pacific$2,167,607$60,929 â–¼-2.7%7,9690.6%IndustrialsGOOGLAlphabet$1,871,547$57,179 â–¼-3.0%5,2370.6%Communication ServicesCLColgate-Palmolive$1,668,971$188,314 â–¼-10.1%18,2040.5%Consumer StaplesVOEVanguard Mid-Cap Value ETF$1,532,577$28,849 â–¼-1.8%7,7560.5%ETFJNJJohnson & Johnson$1,288,771$71,866 â–¼-5.3%5,0750.4%HealthcareADPAutomatic Data Processing$1,253,213$157,435 â–¼-11.2%5,5960.4%IndustrialsSYYSysco$1,198,748$33,347 â–¼-2.7%14,3430.4%Consumer StaplesLABCORP HOLDINGS INC$1,099,317$65,802 â–¼-5.6%3,9260.3%COM SHSOEFiShares S&P 100 ETF$1,004,6790.0%2,7460.3%ETFPAYXPaychex$818,499$13,373 â–¼-1.6%8,3240.2%IndustrialsIWMiShares Russell 2000 ETF$732,980$5,407 â–¼-0.7%2,4400.2%ETFDHRDanaher$681,641$190 â–²0.0%3,5790.2%HealthcareAMGNAmgen$589,5310.0%1,6280.2%HealthcareRTXRTX$524,762$5,502 â–¼-1.0%2,7660.2%IndustrialsSPLVInvesco S&P 500 Low Volatility ETF$515,858$22,771 â–¼-4.2%6,8870.2%ETFIBMInternational Business Machines$504,2390.0%1,7930.1%TechnologySPACE EXPLORATION TECHN CORP$498,057$498,057 â–²New Holding2,9150.1%CLASS A COM STKAXPAmerican Express$487,7570.0%1,4420.1%FinanceLMTLockheed Martin$474,8170.0%9320.1%IndustrialsBRBroadridge Financial Solutions$460,586$147,229 â–¼-24.2%3,3630.1%IndustrialsPGProcter & Gamble$455,712$147 â–²0.0%3,1080.1%Consumer StaplesEWLiShares MSCI Switzerland ETF$446,3190.0%7,1010.1%ETFMMM3M$410,865$7,447 â–¼-1.8%2,5380.1%IndustrialsIXJiShares Global Healthcare ETF$389,913$22,629 â–¼-5.5%3,9630.1%ETFFIDELITY WISE ORIGIN BITCOIN$385,4280.0%7,5500.1%SHSCMCSAComcast$370,707$4,468 â–¼-1.2%15,1000.1%Communication ServicesVOOVanguard S&P 500 ETF$343,4050.0%5000.1%ETFWALMART INC$290,852$4,191 â–¼-1.4%2,5680.1%COMHDHome Depot$286,729$13,755 â–¼-4.6%8130.1%Consumer DiscretionaryELVElevance Health$282,3130.0%7300.1%HealthcareVUGVanguard Growth ETF$279,610$233,008 â–²500.0%3,2460.1%ETFRACEFerrari$277,3560.0%7450.1%Consumer DiscretionaryETNEaton$262,9160.0%6170.1%IndustrialsPROFESIONALLY MANAGED PORTFO$259,1420.0%4,8720.1%AKRE FOCUS ETFVWOVanguard FTSE Emerging Markets ETF$258,8760.0%4,3370.1%ETFIWFiShares Russell 1000 Growth ETF$255,294$191,471 â–²300.0%2,0560.1%ETFIJRiShares Core S&P Small-Cap ETF$226,645$226,645 â–²New Holding1,5280.1%ETFRSGRepublic Services$226,504$106,540 â–¼-32.0%1,0630.1%IndustrialsCOSTCostco Wholesale$226,3840.0%2420.1%Consumer StaplesVTVVanguard Value ETF$218,366$218,366 â–²New Holding1,0020.1%ETFADBEAdobe$215,8860.0%1,0530.1%TechnologyAMTAmerican Tower$205,0060.0%1,2530.1%Real EstateYUMYum! Brands$201,903$201,903 â–²New Holding1,2630.1%Consumer DiscretionaryINTUIntuit$0$259,428 â–¼-100.0%00.0%TechnologyPFEPfizer$0$228,599 â–¼-100.0%00.0%HealthcareACNAccenture$0$219,309 â–¼-100.0%00.0%TechnologyJPMJPMorgan Chase & Co.$0$217,384 â–¼-100.0%00.0%FinanceBSXBoston Scientific$0$207,326 â–¼-100.0%00.0%HealthcareShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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. 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