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East Coast Asset Management, LLC.

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1579254

$338.6M

disclosed book value

67

positions

16.6%

largest position share

Positions, as of 2026-06-30

top 67 of 67 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1GOOGALPHABET INC159,525$56.4M16.6%
2TSLATESLA INC102,906$43.3M12.8%
3PRMPERIMETER SOLUTIONS INC1.1M$38.9M11.5%
4TDGTRANSDIGM GROUP INC24,009$32.0M9.4%
5ECHOECHOSTAR CORP190,609$19.3M5.7%
6AMZNAMAZON COM INC66,992$16.0M4.7%
7BRK/BBERKSHIRE HATHAWAY INC DEL28,980$14.5M4.3%
8WWDWOODWARD INC28,243$12.0M3.5%
9MAMASTERCARD INCORPORATED21,879$11.2M3.3%
10AAPLAPPLE INC36,936$10.7M3.2%
11TJXTJX COS INC NEW43,911$6.7M2%
12DEDEERE & CO9,888$6.3M1.9%
13MCOMOODYS CORP13,295$6.0M1.8%
14METAMETA PLATFORMS INC9,754$5.5M1.6%
15VVISA INC15,462$5.3M1.6%
16SCHWSCHWAB CHARLES CORP43,501$4.0M1.2%
17MKLMARKEL GROUP INC2,001$3.9M1.2%
18SPYSTATE STR SPDR S&P 500 ETF T4,793$3.6M1.1%
19SHWSHERWIN WILLIAMS CO10,057$3.5M1%
20VEEVVEEVA SYS INC19,483$3.5M1%
21WMWASTE MGMT INC DEL13,035$2.9M0.9%
22MSFTMICROSOFT CORP6,804$2.5M0.7%
23LPXLOUISIANA PAC CORP29,748$2.3M0.7%
24BRK/ABERKSHIRE HATHAWAY INC DEL3$2.2M0.7%
25UNPUNION PAC CORP7,969$2.2M0.6%
26GOOGLALPHABET INC5,237$1.9M0.6%
27CLCOLGATE PALMOLIVE CO18,204$1.7M0.5%
28VOEVANGUARD INDEX FDS7,756$1.5M0.5%
29JNJJOHNSON & JOHNSON5,075$1.3M0.4%
30ADPAUTOMATIC DATA PROCESSING IN5,596$1.3M0.4%
31SYYSYSCO CORP14,343$1.2M0.4%
32LHLABCORP HOLDINGS INC3,926$1.1M0.3%
33OEFISHARES TR2,746$1.0M0.3%
34PAYXPAYCHEX INC8,324$818,4990.2%
35IWMISHARES TR2,440$732,9800.2%
36DHRDANAHER CORP DEL3,579$681,6410.2%
37AMGNAMGEN INC1,628$589,5310.2%
38RTXRTX CORPORATION2,766$524,7620.2%
39SPLVINVESCO EXCH TRADED FD TR II6,887$515,8580.2%
40IBMINTERNATIONAL BUSINESS MACHS1,793$504,2390.1%
41SPCXSPACE EXPLORATION TECHN CORP2,915$498,0570.1%
42AXPAMERICAN EXPRESS CO1,442$487,7570.1%
43LMTLOCKHEED MARTIN CORP932$474,8170.1%
44BRBROADRIDGE FINL SOLUTIONS IN3,363$460,5860.1%
45PGPROCTER & GAMBLE CO3,108$455,7120.1%
46EWLISHARES INC7,101$446,3190.1%
47MMM3M CO2,538$410,8650.1%
48IXJISHARES TR3,963$389,9130.1%
49FBTCFIDELITY WISE ORIGIN BITCOIN7,550$385,4280.1%
50CMCSACOMCAST CORP NEW15,100$370,7070.1%
51VOOVANGUARD INDEX FDS500$343,4050.1%
52WMTWALMART INC2,568$290,8520.1%
53HDHOME DEPOT INC813$286,7290.1%
54ELVELEVANCE HEALTH INC FORMERLY730$282,3130.1%
55VUGVANGUARD INDEX FDS3,246$279,6100.1%
56FERRARI N V745$277,3560.1%
57EATON CORP PLC617$262,9160.1%
58AKREPROFESIONALLY MANAGED PORTFO4,872$259,1420.1%
59VWOVANGUARD INTL EQUITY INDEX F4,337$258,8760.1%
60IWFISHARES TR2,056$255,2940.1%
61IJRISHARES TR1,528$226,6450.1%
62RSGREPUBLIC SVCS INC1,063$226,5040.1%
63COSTCOSTCO WHOLESALE CORPORATION242$226,3840.1%
64VTVVANGUARD INDEX FDS1,002$218,3660.1%
65ADBEADOBE INC1,053$215,8860.1%
66AMTAMERICAN TOWER CORP1,253$205,0060.1%
67YUMYUM BRANDS INC1,263$201,9030.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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