East Coast Asset Management, LLC.
Q2 2026 13F filing
Updated 10 days ago81 disclosed positions worth $623.9M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | G ALPHABET INC | $104.1M | 294.5K | 16.68% | — |
| 2 | T TESLA INC | $99.1M | 235.7K | 15.89% | — |
| 3 | P PERIMETER SOLUTIONS INC | $82.7M | 2.32M | 13.26% | — |
| 4 | T TRANSDIGM GROUP INC | $70.9M | 53.2K | 11.36% | — |
| 5 | E ECHOSTAR CORP | $47.6M | 468.7K | 7.63% | — |
| 6 | A AMAZON COM INC | $27.6M | 116.0K | 4.43% | — |
| 7 | B BERKSHIRE HATHAWAY INC DEL | $19.3M | 38.5K | 3.09% | — |
| 8 | W WOODWARD INC | $14.5M | 34.1K | 2.33% | — |
| 9 | M MASTERCARD INCORPORATED | $13.6M | 26.5K | 2.18% | — |
| 10 | A APPLE INC | $13.1M | 45.2K | 2.10% | — |
| 11 | G ALPHABET INC | $10.6M | 29.6K | 1.70% | — |
| 12 | V VEEVA SYS INC | $10.3M | 57.9K | 1.65% | — |
| 13 | T TJX COS INC NEW | $9.4M | 62.3K | 1.51% | — |
| 14 | M META PLATFORMS INC | $8.6M | 15.3K | 1.39% | — |
| 15 | D DEERE & CO | $8.5M | 13.5K | 1.37% | — |
| 16 | M MOODYS CORP | $8.2M | 18.0K | 1.31% | — |
| 17 | V VISA INC | $6.6M | 19.1K | 1.05% | — |
| 18 | S SCHWAB CHARLES CORP | $5.4M | 58.8K | 0.87% | — |
| 19 | S SHERWIN WILLIAMS CO | $5.3M | 15.3K | 0.85% | — |
| 20 | M MARKEL GROUP INC | $5.1M | 2.6K | 0.82% | — |
| 21 | S STATE STR SPDR S&P 500 ETF T | $3.9M | 5.2K | 0.63% | — |
| 22 | M MICROSOFT CORP | $3.9M | 10.4K | 0.62% | — |
| 23 | W WASTE MGMT INC DEL | $3.4M | 15.4K | 0.55% | — |
| 24 | L LOUISIANA PAC CORP | $3.1M | 38.9K | 0.49% | — |
| 25 | U UNION PAC CORP | $2.8M | 10.5K | 0.46% | — |
| 26 | B BERKSHIRE HATHAWAY INC DEL | $2.2M | 3 | 0.36% | — |
| 27 | C COLGATE PALMOLIVE CO | $2.2M | 24.1K | 0.35% | — |
| 28 | A AUTOMATIC DATA PROCESSING IN | $1.8M | 8.2K | 0.29% | — |
| 29 | J JOHNSON & JOHNSON | $1.6M | 6.4K | 0.26% | — |
| 30 | V VANGUARD INDEX FDS | $1.6M | 8.0K | 0.25% | — |
| 31 | S SYSCO CORP | $1.5M | 18.2K | 0.24% | — |
| 32 | L LABCORP HOLDINGS INC | $1.3M | 4.7K | 0.21% | — |
| 33 | I INTERNATIONAL BUSINESS MACHS | $1.1M | 3.9K | 0.17% | — |
| 34 | J JPMORGAN CHASE & CO | $1.1M | 3.3K | 0.17% | — |
| 35 | E ISHARES TR | $1M | 2.7K | 0.16% | — |
| 36 | P PAYCHEX INC | $1M | 10.2K | 0.16% | — |
| 37 | O ORACLE CORP | $881K | 6.0K | 0.14% | — |
| 38 | E ISHARES TR | $840K | 2.8K | 0.13% | — |
| 39 | P PROCTER & GAMBLE CO | $793K | 5.4K | 0.13% | — |
| 40 | L LOCKHEED MARTIN CORP | $725K | 1.4K | 0.12% | — |
| 41 | B BROADRIDGE FINL SOLUTIONS IN | $717K | 5.2K | 0.12% | — |
| 42 | R RTX CORPORATION | $686K | 3.6K | 0.11% | — |
| 43 | D DANAHER CORP DEL | $682K | 3.6K | 0.11% | — |
| 44 | ? N/A PROFESIONALLY MANAGED PORTFO | $676K | 12.7K | 0.11% | — |
| 45 | R FERRARI N V | $657K | 1.8K | 0.11% | — |
| 46 | S SPACE EXPLORATION TECHN CORP | $634K | 3.7K | 0.10% | — |
| 47 | M 3M CO | $631K | 3.9K | 0.10% | — |
| 48 | E ISHARES INC | $627K | 10.0K | 0.10% | — |
| 49 | A AMGEN INC | $590K | 1.6K | 0.09% | — |
| 50 | I INVESCO EXCH TRADED FD TR II | $516K | 6.9K | 0.08% | — |