East Coast Asset Management, Llc. Portfolio Stock Holdings
According to the SEC 13F filed on October 26, 2026, East Coast Asset Management, Llc. disclosed 81 stock positions valued at approximately $623.91M as of quarter-end June 30, 2026. The largest holdings include ALPHABET INC, TESLA INC, and PERIMETER SOLUTIONS INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 81
- Portfolio Value
- $623.91M
Holdings by Sector
East Coast Asset Management, Llc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ALPHABET INC | GOOG | Communication Services | 16.68% | 294,501 | -17,310 | -5.55% | $104,056,061 |
| TESLA INC | TSLA | Consumer Cyclical | 15.89% | 235,666 | +3,175 | +1.37% | $99,121,225 |
| PERIMETER SOLUTIONS INC | PRM | Basic Materials | 13.26% | 2,321,135 | -673,709 | -22.50% | $82,748,454 |
| TRANSDIGM GROUP INC | TDG | Industrials | 11.36% | 53,209 | +383 | +0.73% | $70,876,908 |
| ECHOSTAR CORP | SATS | Technology | 7.63% | 468,712 | +123,023 | +35.59% | $47,574,268 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 4.43% | 115,989 | +25,368 | +27.99% | $27,644,818 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 3.09% | 38,511 | -721 | -1.84% | $19,270,519 |
| WOODWARD INC | WWD | Industrials | 2.33% | 34,119 | -242 | -0.70% | $14,515,724 |
| MASTERCARD INCORPORATED | MA | Financial Services | 2.18% | 26,530 | -686 | -2.52% | $13,625,797 |
| APPLE INC | AAPL | Technology | 2.10% | 45,243 | -1,272 | -2.73% | $13,091,541 |
| ALPHABET INC | GOOGL | Communication Services | 1.70% | 29,644 | -159 | -0.53% | $10,593,732 |
| VEEVA SYS INC | VEEV | Healthcare | 1.65% | 57,902 | +24,542 | +73.57% | $10,275,868 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 1.51% | 62,277 | -552 | -0.88% | $9,435,040 |
| META PLATFORMS INC | META | Communication Services | 1.39% | 15,344 | -13,915 | -47.56% | $8,643,380 |
| DEERE & CO | DE | Industrials | 1.37% | 13,463 | -39 | -0.29% | $8,540,264 |
| MOODYS CORP | MCO | Financial Services | 1.31% | 18,032 | -268 | -1.46% | $8,166,910 |
| VISA INC | V | Financial Services | 1.05% | 19,134 | -491 | -2.50% | $6,564,529 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 0.87% | 58,826 | +148 | +0.25% | $5,427,911 |
| SHERWIN WILLIAMS CO | SHW | Basic Materials | 0.85% | 15,315 | -217 | -1.40% | $5,273,348 |
| MARKEL GROUP INC | MKL | Financial Services | 0.82% | 2,628 | -19 | -0.72% | $5,132,022 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.63% | 5,240 | -248 | -4.52% | $3,913,075 |
| MICROSOFT CORP | MSFT | Technology | 0.62% | 10,356 | -1,677 | -13.94% | $3,863,171 |
| WASTE MGMT INC DEL | WM | Industrials | 0.55% | 15,432 | -153 | -0.98% | $3,439,456 |
| LOUISIANA PAC CORP | LPX | Industrials | 0.49% | 38,918 | -1,374 | -3.41% | $3,061,274 |
| UNION PAC CORP | UNP | Industrials | 0.46% | 10,454 | +39 | +0.37% | $2,843,357 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.36% | 3 | - | - | $2,246,550 |
| COLGATE PALMOLIVE CO | CL | Consumer Defensive | 0.35% | 24,061 | -1,845 | -7.12% | $2,205,876 |
| AUTOMATIC DATA PROCESSING IN | ADP | Technology | 0.29% | 8,162 | -645 | -7.32% | $1,827,810 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.26% | 6,425 | -283 | -4.22% | $1,631,724 |
| VANGUARD INDEX FDS | VOE | Other | 0.25% | 7,977 | -131 | -1.62% | $1,576,340 |
Showing 30 of 81 holdings in the latest reporting period.