East Coast Asset Management, LLC.
Q2 2026 13F filing
Updated 27 days ago67 disclosed positions worth $338.6M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | G GOOGN ALPHABET INC | $56.4M | 159.5K | 16.65% | — |
| 2 | T TSLA TESLA INC | $43.3M | 102.9K | 12.78% | — |
| 3 | P PRM PERIMETER SOLUTIONS INC | $38.9M | 1.09M | 11.48% | — |
| 4 | T TDG TRANSDIGM GROUP INC | $32M | 24.0K | 9.45% | — |
| 5 | E ECHO ECHOSTAR CORP | $19.3M | 190.6K | 5.71% | — |
| 6 | A AMZN AMAZON COM INC | $16M | 67.0K | 4.72% | — |
| 7 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $14.5M | 29.0K | 4.28% | — |
| 8 | W WWD WOODWARD INC | $12M | 28.2K | 3.55% | — |
| 9 | M MA MASTERCARD INCORPORATED | $11.2M | 21.9K | 3.32% | — |
| 10 | A AAPL APPLE INC | $10.7M | 36.9K | 3.16% | — |
| 11 | T TJX TJX COS INC NEW | $6.7M | 43.9K | 1.96% | — |
| 12 | D DE DEERE & CO | $6.3M | 9.9K | 1.85% | — |
| 13 | M MCO MOODYS CORP | $6M | 13.3K | 1.78% | — |
| 14 | M META META PLATFORMS INC | $5.5M | 9.8K | 1.62% | — |
| 15 | V V VISA INC | $5.3M | 15.5K | 1.57% | — |
| 16 | S SCHW-PJ SCHWAB CHARLES CORP | $4M | 43.5K | 1.19% | — |
| 17 | M MKL MARKEL GROUP INC | $3.9M | 2.0K | 1.15% | — |
| 18 | S SPY STATE STR SPDR S&P 500 ETF T | $3.6M | 4.8K | 1.06% | — |
| 19 | S SHW SHERWIN WILLIAMS CO | $3.5M | 10.1K | 1.02% | — |
| 20 | V VEEV VEEVA SYS INC | $3.5M | 19.5K | 1.02% | — |
| 21 | W WM WASTE MGMT INC DEL | $2.9M | 13.0K | 0.86% | — |
| 22 | M MSFT MICROSOFT CORP | $2.5M | 6.8K | 0.75% | — |
| 23 | L LPX LOUISIANA PAC CORP | $2.3M | 29.7K | 0.69% | — |
| 24 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $2.2M | 3 | 0.66% | — |
| 25 | U UNP UNION PAC CORP | $2.2M | 8.0K | 0.64% | — |
| 26 | G GOOGN ALPHABET INC | $1.9M | 5.2K | 0.55% | — |
| 27 | C CL COLGATE PALMOLIVE CO | $1.7M | 18.2K | 0.49% | — |
| 28 | V VGES VANGUARD INDEX FDS | $1.5M | 7.8K | 0.45% | — |
| 29 | J JNJ JOHNSON & JOHNSON | $1.3M | 5.1K | 0.38% | — |
| 30 | A ADP AUTOMATIC DATA PROCESSING IN | $1.3M | 5.6K | 0.37% | — |
| 31 | S SYY SYSCO CORP | $1.2M | 14.3K | 0.35% | — |
| 32 | L LH LABCORP HOLDINGS INC | $1.1M | 3.9K | 0.32% | — |
| 33 | E ETHA ISHARES TR | $1M | 2.7K | 0.30% | — |
| 34 | P PAYX PAYCHEX INC | $818K | 8.3K | 0.24% | — |
| 35 | E ETHA ISHARES TR | $733K | 2.4K | 0.22% | — |
| 36 | D DHR DANAHER CORP DEL | $682K | 3.6K | 0.20% | — |
| 37 | A AMGN AMGEN INC | $590K | 1.6K | 0.17% | — |
| 38 | R RTX RTX CORPORATION | $525K | 2.8K | 0.15% | — |
| 39 | I IVZ INVESCO EXCH TRADED FD TR II | $516K | 6.9K | 0.15% | — |
| 40 | I IBM INTERNATIONAL BUSINESS MACHS | $504K | 1.8K | 0.15% | — |
| 41 | S SPCX SPACE EXPLORATION TECHN CORP | $498K | 2.9K | 0.15% | — |
| 42 | A AXP AMERICAN EXPRESS CO | $488K | 1.4K | 0.14% | — |
| 43 | L LMT LOCKHEED MARTIN CORP | $475K | 932 | 0.14% | — |
| 44 | B BR BROADRIDGE FINL SOLUTIONS IN | $461K | 3.4K | 0.14% | — |
| 45 | P PG PROCTER & GAMBLE CO | $456K | 3.1K | 0.13% | — |
| 46 | E ETHA ISHARES INC | $446K | 7.1K | 0.13% | — |
| 47 | M MMM 3M CO | $411K | 2.5K | 0.12% | — |
| 48 | E ETHA ISHARES TR | $390K | 4.0K | 0.12% | — |
| 49 | F FBTC FIDELITY WISE ORIGIN BITCOIN | $385K | 7.5K | 0.11% | — |
| 50 | C CCZ COMCAST CORP NEW | $371K | 15.1K | 0.11% | — |