# East Coast Asset Management, LLC.

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1579254. Source: https://holderbook.com/funds/1579254-east-coast-asset-management-llc/

- Reported value: $338.6M
- Positions: 67
- Weight of the ten largest: 75.1%
- Filed: 2026-08-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $56.4M | 159,525 | 16.6% | 31 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $43.3M | 102,906 | 12.8% | 9 |
| PERIMETER SOLUTIONS INC | [PRM](https://holderbook.com/stocks/PRM/) | $38.9M | 1,090,264 | 11.5% | 7 |
| TRANSDIGM GROUP INC | [TDG](https://holderbook.com/stocks/TDG/) | $32.0M | 24,009 | 9.4% | 26 |
| ECHOSTAR CORP | [ECHO](https://holderbook.com/stocks/ECHO/) | $19.3M | 190,609 | 5.7% | 3 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $16.0M | 66,992 | 4.7% | 31 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $14.5M | 28,980 | 4.3% | 31 |
| WOODWARD INC | [WWD](https://holderbook.com/stocks/WWD/) | $12.0M | 28,243 | 3.5% | 25 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $11.2M | 21,879 | 3.3% | 31 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $10.7M | 36,936 | 3.2% | 31 |
| TJX COS INC NEW | [TJX](https://holderbook.com/stocks/TJX/) | $6.7M | 43,911 | 2.0% | 31 |
| DEERE & CO | [DE](https://holderbook.com/stocks/DE/) | $6.3M | 9,888 | 1.9% | 31 |
| MOODYS CORP | [MCO](https://holderbook.com/stocks/MCO/) | $6.0M | 13,295 | 1.8% | 31 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $5.5M | 9,754 | 1.6% | 25 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $5.3M | 15,462 | 1.6% | 31 |
| SCHWAB CHARLES CORP | [SCHW](https://holderbook.com/stocks/SCHW/) | $4.0M | 43,501 | 1.2% | 31 |
| MARKEL GROUP INC | [MKL](https://holderbook.com/stocks/MKL/) | $3.9M | 2,001 | 1.2% | 10 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $3.6M | 4,793 | 1.1% | 31 |
| SHERWIN WILLIAMS CO | [SHW](https://holderbook.com/stocks/SHW/) | $3.5M | 10,057 | 1.0% | 14 |
| VEEVA SYS INC | [VEEV](https://holderbook.com/stocks/VEEV/) | $3.5M | 19,483 | 1.0% | 2 |
| WASTE MGMT INC DEL | [WM](https://holderbook.com/stocks/WM/) | $2.9M | 13,035 | 0.9% | 31 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $2.5M | 6,804 | 0.7% | 31 |
| LOUISIANA PAC CORP | [LPX](https://holderbook.com/stocks/LPX/) | $2.3M | 29,748 | 0.7% | 12 |
| BERKSHIRE HATHAWAY INC DEL | [BRKA](https://holderbook.com/stocks/BRKA/) | $2.2M | 3 | 0.7% | 31 |
| UNION PAC CORP | [UNP](https://holderbook.com/stocks/UNP/) | $2.2M | 7,969 | 0.6% | 31 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $1.9M | 5,237 | 0.6% | 31 |
| COLGATE PALMOLIVE CO | [CL](https://holderbook.com/stocks/CL/) | $1.7M | 18,204 | 0.5% | 31 |
| VANGUARD INDEX FDS | [VOE](https://holderbook.com/stocks/VOE/) | $1.5M | 7,756 | 0.5% | 31 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $1.3M | 5,075 | 0.4% | 31 |
| AUTOMATIC DATA PROCESSING IN | [ADP](https://holderbook.com/stocks/ADP/) | $1.3M | 5,596 | 0.4% | 31 |
| SYSCO CORP | [SYY](https://holderbook.com/stocks/SYY/) | $1.2M | 14,343 | 0.4% | 31 |
| LABCORP HOLDINGS INC | [LH](https://holderbook.com/stocks/LH/) | $1.1M | 3,926 | 0.3% | 9 |
| ISHARES TR | [OEF](https://holderbook.com/stocks/OEF/) | $1.0M | 2,746 | 0.3% | 31 |
| PAYCHEX INC | [PAYX](https://holderbook.com/stocks/PAYX/) | $818.5K | 8,324 | 0.2% | 31 |
| ISHARES TR | [IWM](https://holderbook.com/stocks/IWM/) | $733.0K | 2,440 | 0.2% | 31 |
| DANAHER CORP DEL | [DHR](https://holderbook.com/stocks/DHR/) | $681.6K | 3,579 | 0.2% | 31 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $589.5K | 1,628 | 0.2% | 31 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $524.8K | 2,766 | 0.2% | 25 |
| INVESCO EXCH TRADED FD TR II | [SPLV](https://holderbook.com/stocks/SPLV/) | $515.9K | 6,887 | 0.2% | 15 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $504.2K | 1,793 | 0.1% | 31 |
| SPACE EXPLORATION TECHN CORP | [SPCX](https://holderbook.com/stocks/SPCX/) | $498.1K | 2,915 | 0.1% | 1 |
| AMERICAN EXPRESS CO | [AXP](https://holderbook.com/stocks/AXP/) | $487.8K | 1,442 | 0.1% | 15 |
| LOCKHEED MARTIN CORP | [LMT](https://holderbook.com/stocks/LMT/) | $474.8K | 932 | 0.1% | 31 |
| BROADRIDGE FINL SOLUTIONS IN | [BR](https://holderbook.com/stocks/BR/) | $460.6K | 3,363 | 0.1% | 31 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $455.7K | 3,108 | 0.1% | 31 |
| ISHARES INC | [EWL](https://holderbook.com/stocks/EWL/) | $446.3K | 7,101 | 0.1% | 31 |
| 3M CO | [MMM](https://holderbook.com/stocks/MMM/) | $410.9K | 2,538 | 0.1% | 31 |
| ISHARES TR | [IXJ](https://holderbook.com/stocks/IXJ/) | $389.9K | 3,963 | 0.1% | 31 |
| FIDELITY WISE ORIGIN BITCOIN | [FBTC](https://holderbook.com/stocks/FBTC/) | $385.4K | 7,550 | 0.1% | 4 |
| COMCAST CORP NEW | [CMCSA](https://holderbook.com/stocks/CMCSA/) | $370.7K | 15,100 | 0.1% | 31 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $343.4K | 500 | 0.1% | 11 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $290.9K | 2,568 | 0.1% | 10 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $286.7K | 813 | 0.1% | 31 |
| ELEVANCE HEALTH INC FORMERLY | [ELV](https://holderbook.com/stocks/ELV/) | $282.3K | 730 | 0.1% | 25 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $279.6K | 3,246 | 0.1% | 10 |
| FERRARI N V | [RACE](https://holderbook.com/stocks/RACE/) | $277.4K | 745 | 0.1% | 31 |
| EATON CORP PLC | [ETN](https://holderbook.com/stocks/ETN/) | $262.9K | 617 | 0.1% | 2 |
| PROFESIONALLY MANAGED PORTFO | [AKRE](https://holderbook.com/stocks/AKRE/) | $259.1K | 4,872 | 0.1% | 3 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $258.9K | 4,337 | 0.1% | 5 |
| ISHARES TR | [IWF](https://holderbook.com/stocks/IWF/) | $255.3K | 2,056 | 0.1% | 5 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $226.6K | 1,528 | 0.1% | 1 |
| REPUBLIC SVCS INC | [RSG](https://holderbook.com/stocks/RSG/) | $226.5K | 1,063 | 0.1% | 31 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $226.4K | 242 | 0.1% | 10 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $218.4K | 1,002 | 0.1% | 1 |
| ADOBE INC | [ADBE](https://holderbook.com/stocks/ADBE/) | $215.9K | 1,053 | 0.1% | 31 |
| AMERICAN TOWER CORP | [AMT](https://holderbook.com/stocks/AMT/) | $205.0K | 1,253 | 0.1% | 31 |
| YUM BRANDS INC | [YUM](https://holderbook.com/stocks/YUM/) | $201.9K | 1,263 | 0.1% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +14.0% | +14.8% | -0.8% | 100% |
| Q1 2026 | -8.2% | -4.6% | -3.5% | 100% |
| Q4 2025 | +7.1% | +2.4% | +4.8% | 100% |
| Q3 2025 | +12.2% | +7.8% | +4.4% | 100% |
| Q2 2025 | +12.4% | +10.5% | +1.9% | 100% |
| Q1 2025 | -5.2% | -4.6% | -0.6% | 100% |
| Q4 2024 | +3.2% | +2.1% | +1.1% | 100% |
| Q3 2024 | +9.8% | +5.4% | +4.4% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $338.6M | 67 |
| Q1 2026 | $303.4M | 68 |
| Q4 2025 | $340.0M | 69 |
| Q3 2025 | $319.2M | 68 |
| Q2 2025 | $301.4M | 69 |
| Q1 2025 | $282.4M | 69 |
| Q4 2024 | $299.3M | 71 |
| Q3 2024 | $301.2M | 73 |
| Q2 2024 | $275.1M | 70 |
| Q1 2024 | $274.1M | 69 |
| Q4 2023 | $244.8M | 64 |
| Q3 2023 | $221.0M | 62 |