East Coast Asset Management, Llc. Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, East Coast Asset Management, Llc. disclosed 65 stock positions valued at approximately $338.60M 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
- 65
- Portfolio Value
- $338.60M
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 | 16.65% | 159,525 | -6,441 | -3.88% | $56,364,841 |
| TESLA INC | TSLA | Consumer Cyclical | 12.78% | 102,906 | +3,044 | +3.05% | $43,282,053 |
| PERIMETER SOLUTIONS INC | PRM | Other | 11.48% | 1,090,264 | -267,319 | -19.69% | $38,867,894 |
| TRANSDIGM GROUP INC | TDG | Industrials | 9.45% | 24,009 | +789 | +3.40% | $31,981,163 |
| ECHOSTAR CORP | SATS | Technology | 5.71% | 190,609 | +53,365 | +38.88% | $19,346,814 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 4.72% | 66,992 | +7,518 | +12.64% | $15,966,938 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 4.28% | 28,980 | -1,183 | -3.92% | $14,501,458 |
| WOODWARD INC | WWD | Industrials | 3.55% | 28,243 | -486 | -1.69% | $12,015,531 |
| MASTERCARD INCORPORATED | MA | Financial Services | 3.32% | 21,879 | -1,004 | -4.39% | $11,237,292 |
| APPLE INC | AAPL | Technology | 3.16% | 36,936 | -1,768 | -4.57% | $10,687,757 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 1.96% | 43,911 | -1,131 | -2.51% | $6,652,528 |
| DEERE & CO | DE | Industrials | 1.85% | 9,888 | -264 | -2.60% | $6,272,482 |
| MOODYS CORP | MCO | Financial Services | 1.78% | 13,295 | -535 | -3.87% | $6,021,581 |
| META PLATFORMS INC | META | Communication Services | 1.62% | 9,754 | -4,450 | -31.33% | $5,494,413 |
| VISA INC | V | Financial Services | 1.57% | 15,462 | -578 | -3.60% | $5,304,792 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 1.19% | 43,501 | -618 | -1.40% | $4,013,874 |
| MARKEL GROUP INC | MKL | Financial Services | 1.15% | 2,001 | -66 | -3.19% | $3,906,997 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.06% | 4,793 | -248 | -4.92% | $3,579,269 |
| SHERWIN WILLIAMS CO | SHW | Basic Materials | 1.02% | 10,057 | -319 | -3.07% | $3,462,788 |
| VEEVA SYS INC | VEEV | Healthcare | 1.02% | 19,483 | +10,003 | +105.52% | $3,457,648 |
| WASTE MGMT INC DEL | WM | Industrials | 0.86% | 13,035 | -284 | -2.13% | $2,905,196 |
| MICROSOFT CORP | MSFT | Technology | 0.75% | 6,804 | -1,180 | -14.78% | $2,538,014 |
| LOUISIANA PAC CORP | LPX | Industrials | 0.69% | 29,748 | -1,677 | -5.34% | $2,339,982 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.66% | 3 | - | - | $2,246,550 |
| UNION PAC CORP | UNP | Industrials | 0.64% | 7,969 | -224 | -2.73% | $2,167,607 |
| ALPHABET INC | GOOGL | Communication Services | 0.55% | 5,237 | -160 | -2.96% | $1,871,547 |
| COLGATE PALMOLIVE CO | CL | Consumer Defensive | 0.49% | 18,204 | -2,054 | -10.14% | $1,668,971 |
| VANGUARD INDEX FDS | VOE | Other | 0.45% | 7,756 | -146 | -1.85% | $1,532,577 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.38% | 5,075 | -283 | -5.28% | $1,288,771 |
| AUTOMATIC DATA PROCESSING IN | ADP | Technology | 0.37% | 5,596 | -703 | -11.16% | $1,253,213 |
Showing 30 of 65 holdings in the latest reporting period.