East Coast Asset Management, LLC. — 13F Holdings & Portfolio
CIK 1579254 · latest 13F-HR filed 2026-05-15
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$303.4M
Long-equity book
Holdings
68
Distinct positions
Period
2026-03-31
Filed 2026-05-15
Q/Q Activity
+2 / −3 / ↑10 / ↓37
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- WOODWARD INC$1.5M +17.1%
- ECHOSTAR CORP$1.1M +7.7%
- DEERE & CO$950.6K +19.9%
- JOHNSON & JOHNSON$186.4K +16.6%
- LOCKHEED MARTIN CORP$112.5K +25.0%
Top Trims
- ALPHABET INC-$13.9M -22.6%
- META PLATFORMS INC-$6.3M -43.6%
- PERIMETER SOLUTIONS INC-$4.5M -11.9%
- TRANSDIGM GROUP INC-$4.1M -13.3%
- MASTERCARD INCORPORATED-$1.8M -13.8%
Exited Positions
- CRANE COMPANY$1.8M
- DISNEY WALT CO$225.0K
- THERMO FISHER SCIENTIFIC INC$220.2K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 02079K107 | $47.6M | 15.69% | 165,966 | SH |
| 2 | TESLA INC | TSLA | 88160R101 | $37.1M | 12.23% | 99,862 | SH |
| 3 | PERIMETER SOLUTIONS INC | PRM | 71385M107 | $33.2M | 10.93% | 1,357,583 | SH |
| 4 | TRANSDIGM GROUP INC | TDG | 893641100 | $26.9M | 8.87% | 23,220 | SH |
| 5 | ECHOSTAR CORP | SATS | 278768106 | $16.1M | 5.29% | 137,244 | SH |
| 6 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $14.5M | 4.76% | 30,163 | SH |
| 7 | AMAZON COM INC | AMZN | 023135106 | $12.4M | 4.08% | 59,474 | SH |
| 8 | MASTERCARD INCORPORATED | MA | 57636Q104 | $11.4M | 3.77% | 22,883 | SH |
| 9 | WOODWARD INC | WWD | 980745103 | $10.3M | 3.39% | 28,729 | SH |
| 10 | APPLE INC | AAPL | 037833100 | $9.8M | 3.24% | 38,704 | SH |
| 11 | META PLATFORMS INC | META | 30303M102 | $8.1M | 2.68% | 14,204 | SH |
| 12 | TJX COS INC NEW | TJX | 872540109 | $7.2M | 2.37% | 45,042 | SH |
| 13 | MOODYS CORP | MCO | 615369105 | $6.0M | 1.99% | 13,830 | SH |
| 14 | DEERE & CO | DE | 244199105 | $5.7M | 1.88% | 10,152 | SH |
| 15 | VISA INC | V | 92826C839 | $4.8M | 1.60% | 16,040 | SH |
| 16 | SCHWAB CHARLES CORP | SCHW | 808513105 | $4.1M | 1.37% | 44,119 | SH |
| 17 | MARKEL GROUP INC | MKL | 570535104 | $4.0M | 1.30% | 2,067 | SH |
| 18 | SHERWIN WILLIAMS CO | SHW | 824348106 | $3.3M | 1.10% | 10,376 | SH |
| 19 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $3.3M | 1.08% | 5,041 | SH |
| 20 | WASTE MGMT INC DEL | WM | 94106L109 | $3.1M | 1.01% | 13,319 | SH |
| 21 | MICROSOFT CORP | MSFT | 594918104 | $3.0M | 0.97% | 7,984 | SH |
| 22 | LOUISIANA PAC CORP | LPX | 546347105 | $2.3M | 0.75% | 31,425 | SH |
| 23 | BERKSHIRE HATHAWAY INC DEL | BRK.A | 084670108 | $2.2M | 0.71% | 3 | SH |
| 24 | UNION PAC CORP | UNP | 907818108 | $2.0M | 0.66% | 8,193 | SH |
| 25 | COLGATE PALMOLIVE CO | CL | 194162103 | $1.7M | 0.57% | 20,258 | SH |
| 26 | VEEVA SYS INC | VEEV | 922475108 | $1.7M | 0.55% | 9,480 | SH |
| 27 | ALPHABET INC | GOOGL | 02079K305 | $1.6M | 0.51% | 5,397 | SH |
| 28 | VANGUARD INDEX FDS | VOE | 922908512 | $1.5M | 0.48% | 7,902 | SH |
| 29 | JOHNSON & JOHNSON | JNJ | 478160104 | $1.3M | 0.43% | 5,358 | SH |
| 30 | AUTOMATIC DATA PROCESSING IN | ADP | 053015103 | $1.3M | 0.42% | 6,299 | SH |
| 31 | LABCORP HOLDINGS INC | LH | 504922105 | $1.1M | 0.37% | 4,161 | SH |
| 32 | SYSCO CORP | SYY | 871829107 | $1.1M | 0.35% | 14,742 | SH |
| 33 | ISHARES TR | OEF | 464287101 | $873.4K | 0.29% | 2,746 | SH |
| 34 | PAYCHEX INC | PAYX | 704326107 | $779.3K | 0.26% | 8,460 | SH |
| 35 | BROADRIDGE FINL SOLUTIONS IN | BR | 11133T103 | $721.1K | 0.24% | 4,438 | SH |
| 36 | DANAHER CORP DEL | DHR | 235851102 | $678.5K | 0.22% | 3,578 | SH |
| 37 | ISHARES TR | IWM | 464287655 | $609.7K | 0.20% | 2,458 | SH |
| 38 | AMGEN INC | AMGN | 031162100 | $572.8K | 0.19% | 1,628 | SH |
| 39 | LOCKHEED MARTIN CORP | LMT | 539830109 | $563.3K | 0.19% | 932 | SH |
| 40 | RTX CORPORATION | RTX | 75513E101 | $539.3K | 0.18% | 2,795 | SH |
| 41 | INVESCO EXCH TRADED FD TR II | SPLV | 46138E354 | $526.0K | 0.17% | 7,191 | SH |
| 42 | PROCTER & GAMBLE CO | PG | 742718109 | $448.9K | 0.15% | 3,107 | SH |
| 43 | FIDELITY WISE ORIGIN BITCOIN | FBTC | 315948109 | $445.7K | 0.15% | 7,550 | SH |
| 44 | COMCAST CORP NEW | CMCSA | 20030N101 | $438.7K | 0.14% | 15,282 | SH |
| 45 | AMERICAN EXPRESS CO | AXP | 025816109 | $436.2K | 0.14% | 1,442 | SH |
| 46 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $434.6K | 0.14% | 1,793 | SH |
| 47 | ISHARES INC | EWL | 464286749 | $417.6K | 0.14% | 7,101 | SH |
| 48 | ISHARES TR | IXJ | 464287325 | $392.2K | 0.13% | 4,193 | SH |
| 49 | 3M CO | MMM | 88579Y101 | $375.4K | 0.12% | 2,584 | SH |
| 50 | REPUBLIC SVCS INC | RSG | 760759100 | $342.3K | 0.11% | 1,563 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $303.4M | 68 | 0001579254-26-000003 |
| 2025-12-31 | 2026-02-17 | $340.0M | 69 | 0001579254-26-000002 |
| 2025-09-30 | 2025-11-14 | $319.2M | 68 | 0001579254-25-000004 |