East Coast Asset Management

East Coast Asset Management as of June 30, 2025

Portfolio Holdings for East Coast Asset Management

East Coast Asset Management holds 69 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Alphabet Cap Stk Cl C (GOOG) 12.6 $38M 213k 177.39
TransDigm Group Incorporated (TDG) 11.9 $36M 24k 1520.66
Meta Platforms Cl A (META) 10.5 $32M 43k 738.08
Perimeter Solutions Common Stock (PRM) 9.6 $29M 2.1M 13.92
Tesla Motors (TSLA) 6.3 $19M 59k 317.66
Berkshire Hathaway Inc Del Cl B New (BRK.B) 5.3 $16M 33k 485.77
Amazon (AMZN) 4.6 $14M 63k 219.39
Mastercard Incorporated Cl A (MA) 4.4 $13M 23k 561.95
Apple (AAPL) 2.7 $8.2M 40k 205.17
Moody's Corporation (MCO) 2.5 $7.5M 15k 501.57
Woodward Governor Company (WWD) 2.4 $7.2M 30k 245.09
Visa Com Cl A (V) 2.0 $5.9M 17k 355.04
TJX Companies (TJX) 1.9 $5.8M 47k 123.49
Brookfield Corp Cl A Ltd Vt Sh (BN) 1.8 $5.3M 85k 61.85
Deere & Company (DE) 1.7 $5.2M 10k 508.49
Markel Corporation (MKL) 1.4 $4.3M 2.2k 1997.36
Charter Communications Inc N Cl A (CHTR) 1.4 $4.2M 10k 408.81
Charles Schwab Corporation (SCHW) 1.4 $4.1M 45k 91.24
Microsoft Corporation (MSFT) 1.3 $3.8M 7.6k 497.40
Sherwin-Williams Company (SHW) 1.2 $3.6M 11k 343.37
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.1 $3.2M 5.2k 617.85
Waste Management (WM) 1.0 $3.1M 14k 228.83
Louisiana-Pacific Corporation (LPX) 1.0 $2.9M 34k 85.99
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.7 $2.2M 3.00 728800.00
Automatic Data Processing (ADP) 0.7 $2.0M 6.6k 308.41
Union Pacific Corporation (UNP) 0.6 $2.0M 8.5k 230.08
Colgate-Palmolive Company (CL) 0.6 $1.9M 21k 90.90
Crane Company Common Stock (CR) 0.6 $1.9M 9.8k 189.89
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.5 $1.4M 8.3k 164.46
Paychex (PAYX) 0.4 $1.3M 8.7k 145.46
SYSCO Corporation (SYY) 0.4 $1.2M 16k 75.74
Labcorp Holdings Com Shs (LH) 0.4 $1.1M 4.3k 262.54
Alphabet Cap Stk Cl A (GOOGL) 0.3 $961k 5.5k 176.23
Johnson & Johnson (JNJ) 0.3 $856k 5.6k 152.74
Broadridge Financial Solutions (BR) 0.3 $848k 3.5k 243.04
Ishares Tr S&p 100 Etf (OEF) 0.3 $836k 2.7k 304.35
Danaher Corporation (DHR) 0.2 $729k 3.7k 197.57
Comcast Corp Cl A (CMCSA) 0.2 $663k 19k 35.69
Liberty Broadband Corp Com Ser C (LBRDK) 0.2 $564k 5.7k 98.38
Ishares Tr Russell 2000 Etf (IWM) 0.2 $536k 2.5k 215.76
International Business Machines (IBM) 0.2 $527k 1.8k 294.79
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.2 $524k 7.2k 72.82
Procter & Gamble Company (PG) 0.2 $495k 3.1k 159.30
Raytheon Technologies Corp (RTX) 0.2 $478k 3.3k 146.02
Intuit (INTU) 0.2 $473k 600.00 787.63
American Express Company (AXP) 0.2 $460k 1.4k 318.98
Lockheed Martin Corporation (LMT) 0.2 $455k 982.00 463.14
Amgen (AMGN) 0.2 $455k 1.6k 279.21
Adobe Systems Incorporated (ADBE) 0.1 $407k 1.1k 386.88
3M Company (MMM) 0.1 $394k 2.6k 152.21
Ishares Msci Switzerland (EWL) 0.1 $389k 7.1k 54.81
Republic Services (RSG) 0.1 $386k 1.6k 246.61
Ishares Tr Glob Hlthcre Etf (IXJ) 0.1 $385k 4.5k 86.10
Home Depot (HD) 0.1 $381k 1.0k 366.66
Ferrari Nv Ord (RACE) 0.1 $366k 745.00 490.74
Boston Scientific Corporation (BSX) 0.1 $355k 3.3k 107.41
Wal-Mart Stores (WMT) 0.1 $326k 3.3k 97.77
JPMorgan Chase & Co. (JPM) 0.1 $319k 1.1k 289.91
Walt Disney Company (DIS) 0.1 $302k 2.4k 124.01
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $284k 500.00 568.03
Anthem (ELV) 0.1 $284k 730.00 388.96
American Tower Reit (AMT) 0.1 $277k 1.3k 221.08
Vanguard Index Fds Growth Etf (VUG) 0.1 $260k 593.00 438.40
Costco Wholesale Corporation (COST) 0.1 $240k 242.00 989.94
Accenture Plc Ireland Shs Class A (ACN) 0.1 $220k 737.00 298.89
Eaton Corp SHS (ETN) 0.1 $220k 617.00 356.99
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $218k 514.00 424.58
Carrier Global Corporation (CARR) 0.1 $215k 2.9k 73.18
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $215k 4.3k 49.46