East Coast Asset Management as of Sept. 30, 2025
Portfolio Holdings for East Coast Asset Management
East Coast Asset Management holds 68 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Cap Stk Cl C (GOOG) | 15.3 | $49M | 200k | 243.55 | |
| Perimeter Solutions Common Stock (PRM) | 11.0 | $35M | 1.6M | 22.39 | |
| TransDigm Group Incorporated (TDG) | 9.7 | $31M | 23k | 1318.05 | |
| Meta Platforms Cl A (META) | 9.6 | $31M | 42k | 734.38 | |
| Tesla Motors (TSLA) | 9.5 | $30M | 68k | 444.72 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 5.0 | $16M | 32k | 502.74 | |
| Amazon (AMZN) | 4.2 | $14M | 61k | 219.57 | |
| Mastercard Incorporated Cl A (MA) | 4.2 | $13M | 23k | 568.80 | |
| Apple (AAPL) | 3.1 | $10M | 39k | 254.63 | |
| Woodward Governor Company (WWD) | 2.3 | $7.4M | 29k | 252.71 | |
| Moody's Corporation (MCO) | 2.1 | $6.8M | 14k | 476.48 | |
| TJX Companies (TJX) | 2.1 | $6.8M | 47k | 144.54 | |
| Visa Com Cl A (V) | 1.8 | $5.6M | 17k | 341.38 | |
| Deere & Company (DE) | 1.5 | $4.7M | 10k | 457.25 | |
| Charles Schwab Corporation (SCHW) | 1.3 | $4.3M | 45k | 95.47 | |
| Markel Corporation (MKL) | 1.3 | $4.0M | 2.1k | 1911.36 | |
| Microsoft Corporation (MSFT) | 1.2 | $3.9M | 7.5k | 517.93 | |
| Sherwin-Williams Company (SHW) | 1.1 | $3.7M | 11k | 346.25 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.1 | $3.5M | 5.2k | 666.18 | |
| Waste Management (WM) | 0.9 | $3.0M | 14k | 220.83 | |
| Louisiana-Pacific Corporation (LPX) | 0.9 | $2.9M | 33k | 88.84 | |
| Charter Communications Inc N Cl A (CHTR) | 0.8 | $2.7M | 9.6k | 275.10 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.7 | $2.3M | 3.00 | 754200.00 | |
| Union Pacific Corporation (UNP) | 0.6 | $2.0M | 8.5k | 236.36 | |
| Automatic Data Processing (ADP) | 0.6 | $1.9M | 6.6k | 293.50 | |
| Crane Company Common Stock (CR) | 0.6 | $1.8M | 10k | 184.14 | |
| Colgate-Palmolive Company (CL) | 0.5 | $1.7M | 21k | 79.94 | |
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.5 | $1.5M | 8.3k | 174.58 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $1.3M | 5.4k | 243.10 | |
| SYSCO Corporation (SYY) | 0.4 | $1.3M | 16k | 82.34 | |
| Labcorp Holdings Com Shs (LH) | 0.4 | $1.2M | 4.3k | 287.04 | |
| Paychex (PAYX) | 0.3 | $1.1M | 8.7k | 126.76 | |
| Johnson & Johnson (JNJ) | 0.3 | $1.0M | 5.6k | 185.40 | |
| Ishares Tr S&p 100 Etf (OEF) | 0.3 | $914k | 2.7k | 332.84 | |
| Broadridge Financial Solutions (BR) | 0.3 | $831k | 3.5k | 238.18 | |
| Danaher Corporation (DHR) | 0.2 | $732k | 3.7k | 198.26 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $595k | 2.5k | 241.92 | |
| Comcast Corp Cl A (CMCSA) | 0.2 | $584k | 19k | 31.42 | |
| Raytheon Technologies Corp (RTX) | 0.2 | $549k | 3.3k | 167.34 | |
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.2 | $528k | 7.2k | 73.48 | |
| International Business Machines (IBM) | 0.2 | $505k | 1.8k | 282.13 | |
| Lockheed Martin Corporation (LMT) | 0.2 | $490k | 982.00 | 499.21 | |
| American Express Company (AXP) | 0.2 | $479k | 1.4k | 332.16 | |
| Procter & Gamble Company (PG) | 0.1 | $478k | 3.1k | 153.63 | |
| Amgen (AMGN) | 0.1 | $459k | 1.6k | 282.20 | |
| Home Depot (HD) | 0.1 | $421k | 1.0k | 405.21 | |
| Intuit (INTU) | 0.1 | $410k | 600.00 | 682.91 | |
| 3M Company (MMM) | 0.1 | $401k | 2.6k | 155.15 | |
| Ishares Msci Switzerland (EWL) | 0.1 | $392k | 7.1k | 55.24 | |
| Ishares Tr Glob Hlthcre Etf (IXJ) | 0.1 | $372k | 4.2k | 88.63 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $371k | 1.1k | 352.75 | |
| Ferrari Nv Ord (RACE) | 0.1 | $362k | 745.00 | 485.22 | |
| Republic Services (RSG) | 0.1 | $359k | 1.6k | 229.48 | |
| Boston Scientific Corporation (BSX) | 0.1 | $323k | 3.3k | 97.63 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 0.1 | $309k | 4.9k | 63.54 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $306k | 500.00 | 612.38 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $284k | 593.00 | 479.61 | |
| Wal-Mart Stores (WMT) | 0.1 | $281k | 2.7k | 103.05 | |
| Walt Disney Company (DIS) | 0.1 | $279k | 2.4k | 114.50 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $266k | 843.00 | 315.43 | |
| American Tower Reit (AMT) | 0.1 | $241k | 1.3k | 192.37 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $241k | 514.00 | 468.41 | |
| Anthem (ELV) | 0.1 | $236k | 730.00 | 323.12 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $235k | 4.3k | 54.18 | |
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.1 | $234k | 2.3k | 99.81 | |
| Eaton Corp SHS (ETN) | 0.1 | $231k | 617.00 | 374.25 | |
| Costco Wholesale Corporation (COST) | 0.1 | $224k | 242.00 | 925.63 | |
| Pfizer (PFE) | 0.1 | $207k | 8.1k | 25.48 |
