East Coast Asset Management, LLC. Top Holdings and 13F Report (2026) About East Coast Asset Management, LLC.Investment ActivityEast Coast Asset Management, LLC. has $303.45 million in total holdings as of March 31, 2026.East Coast Asset Management, LLC. owns shares of 68 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 2.86% of the portfolio was purchased this quarter.About 5.82% of the portfolio was sold this quarter.This quarter, East Coast Asset Management, LLC. has purchased 69 new stocks and bought additional shares in 2 stocks.East Coast Asset Management, LLC. sold shares of 33 stocks and completely divested from 3 stocks this quarter.Largest Holdings Alphabet $47,609,014Tesla $37,123,699PERIMETER SOLUTIONS INC $33,152,177Transdigm Group $26,911,585EchoStar $16,067,155 Largest New Holdings this Quarter 922475108 - Veeva Systems $1,665,257 HoldingG29183103 - Eaton $220,682 Holding Largest Purchases this Quarter Tesla 18,267 shares (about $6.79M)Veeva Systems 9,480 shares (about $1.67M)Eaton 617 shares (about $220.68K)Vanguard Mid-Cap Value ETF 2 shares (about $368.58) Largest Sales this Quarter Alphabet 30,153 shares (about $8.65M)Meta Platforms 7,638 shares (about $4.37M)Apple 906 shares (about $229.94K)PERIMETER SOLUTIONS INC 8,797 shares (about $214.82K)Berkshire Hathaway 428 shares (about $205.10K) 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$47,609,014$8,649,691 â–¼-15.4%165,96615.7%Computer and TechnologyTSLATesla$37,123,699$6,790,757 â–²22.4%99,86212.2%Auto/Tires/TrucksPERIMETER SOLUTIONS INC$33,152,177$214,823 â–¼-0.6%1,357,58310.9%COMMON STOCKTDGTransdigm Group$26,911,585$140,237 â–¼-0.5%23,2208.9%AerospaceSATSEchoStar$16,067,1550.0%137,2445.3%Computer and TechnologyBRK.BBerkshire Hathaway$14,454,259$205,100 â–¼-1.4%30,1634.8%FinanceAMZNAmazon.com$12,386,706$194,942 â–¼-1.5%59,4744.1%Retail/WholesaleMAMastercard$11,433,941$179,381 â–¼-1.5%22,8833.8%Business ServicesWWDWoodward$10,282,952$111,316 â–¼-1.1%28,7293.4%AerospaceAAPLApple$9,822,883$229,938 â–¼-2.3%38,7043.2%Computer and TechnologyMETAMeta Platforms$8,126,623$4,369,977 â–¼-35.0%14,2042.7%Computer and TechnologyTJXTJX Companies$7,193,245$98,216 â–¼-1.3%45,0422.4%Retail/WholesaleMCOMoody's$6,033,366$176,682 â–¼-2.8%13,8302.0%FinanceDEDeere & Company$5,719,097$50,701 â–¼-0.9%10,1521.9%IndustrialsVVisa$4,848,001$58,031 â–¼-1.2%16,0401.6%Business ServicesSCHWCharles Schwab$4,146,386$81,482 â–¼-1.9%44,1191.4%FinanceMKLMarkel Group$3,956,383$55,508 â–¼-1.4%2,0671.3%Multi-Sector ConglomeratesSHWSherwin-Williams$3,326,170$29,492 â–¼-0.9%10,3761.1%Basic MaterialsSPYSPDR S&P 500 ETF Trust$3,278,3640.0%5,0411.1%FinanceWMWaste Management$3,060,701$24,129 â–¼-0.8%13,3191.0%Business ServicesMSFTMicrosoft$2,955,608$120,682 â–¼-3.9%7,9841.0%Computer and TechnologyLPXLouisiana-Pacific$2,286,220$56,965 â–¼-2.4%31,4250.8%ConstructionBRK.ABerkshire Hathaway$2,154,4200.0%30.7%FinanceUNPUnion Pacific$1,987,829$30,813 â–¼-1.5%8,1930.7%TransportationCLColgate-Palmolive$1,726,651$27,701 â–¼-1.6%20,2580.6%Consumer StaplesVEEVVeeva Systems$1,665,257$1,665,257 â–²New Holding9,4800.5%MedicalGOOGLAlphabet$1,551,9610.0%5,3970.5%Computer and TechnologyVOEVanguard Mid-Cap Value ETF$1,456,247$369 â–²0.0%7,9020.5%ETFJNJJohnson & Johnson$1,309,832$17,112 â–¼-1.3%5,3580.4%MedicalADPAutomatic Data Processing$1,279,982$71,934 â–¼-5.3%6,2990.4%Computer and TechnologyLABCORP HOLDINGS INC$1,110,255$36,822 â–¼-3.2%4,1610.4%COM SHSSYYSysco$1,051,594$27,535 â–¼-2.6%14,7420.3%Consumer StaplesOEFiShares S&P 100 ETF$873,4200.0%2,7460.3%ETFPAYXPaychex$779,335$23,214 â–¼-2.9%8,4600.3%Computer and TechnologyBRBroadridge Financial Solutions$721,1140.0%4,4380.2%Computer and TechnologyDHRDanaher$678,4910.0%3,5780.2%MedicalIWMiShares Russell 2000 ETF$609,7340.0%2,4580.2%FinanceAMGNAmgen$572,8120.0%1,6280.2%MedicalLMTLockheed Martin$563,2910.0%9320.2%AerospaceRTXRTX$539,335$12,350 â–¼-2.2%2,7950.2%AerospaceSPLVInvesco S&P 500 Low Volatility ETF$525,9700.0%7,1910.2%ETFPGProcter & Gamble$448,8750.0%3,1070.1%Consumer StaplesFIDELITY WISE ORIGIN BITCOIN$445,6770.0%7,5500.1%SHSCMCSAComcast$438,746$6,747 â–¼-1.5%15,2820.1%Consumer DiscretionaryAXPAmerican Express$436,1760.0%1,4420.1%FinanceIBMInternational Business Machines$434,6310.0%1,7930.1%Computer and TechnologyEWLiShares MSCI Switzerland ETF$417,6290.0%7,1010.1%ETFIXJiShares Global Healthcare ETF$392,2440.0%4,1930.1%ETFMMM3M$375,3520.0%2,5840.1%Multi-Sector ConglomeratesRSGRepublic Services$342,3280.0%1,5630.1%Business ServicesWALMART INC$323,841$15,539 â–¼-4.6%2,6050.1%COMVOOVanguard S&P 500 ETF$298,7750.0%5000.1%ETFHDHome Depot$280,247$27,959 â–¼-9.1%8520.1%Retail/WholesaleINTUIntuit$259,4280.0%6000.1%Computer and TechnologyPROFESIONALLY MANAGED PORTFO$257,485$898 â–¼-0.3%4,8720.1%AKRE FOCUS ETFADBEAdobe$255,9630.0%1,0530.1%Computer and TechnologyRACEFerrari$252,1450.0%7450.1%Auto/Tires/TrucksCOSTCostco Wholesale$241,1360.0%2420.1%Retail/WholesaleVUGVanguard Growth ETF$236,303$22,713 â–¼-8.8%5410.1%ETFVWOVanguard FTSE Emerging Markets ETF$234,4150.0%4,3370.1%ETFPFEPfizer$228,5990.0%8,1410.1%MedicalETNEaton$220,682$220,682 â–²New Holding6170.1%IndustrialsACNAccenture$219,3090.0%1,1060.1%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$219,1700.0%5140.1%ETFJPMJPMorgan Chase & Co.$217,384$16,179 â–¼-6.9%7390.1%FinanceAMTAmerican Tower$216,2980.0%1,2530.1%FinanceELVElevance Health$213,7080.0%7300.1%MedicalBSXBoston Scientific$207,3260.0%3,3040.1%MedicalCRCrane$0$1,836,370 â–¼-100.0%00.0%IndustrialsDISWalt Disney$0$225,037 â–¼-100.0%00.0%Consumer DiscretionaryTMOThermo Fisher Scientific$0$220,191 â–¼-100.0%00.0%MedicalShowing largest 100 holdings. 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