East Coast Asset Management

East Coast Asset Management as of Dec. 31, 2025

Portfolio Holdings for East Coast Asset Management

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Alphabet Cap Stk Cl C (GOOG) 18.1 $62M 196k 313.80
Perimeter Solutions Common Stock (PRM) 11.1 $38M 1.4M 27.53
Tesla Motors (TSLA) 10.8 $37M 82k 449.72
TransDigm Group Incorporated (TDG) 9.1 $31M 23k 1329.88
Berkshire Hathaway Inc Del Cl B New (BRK.B) 4.5 $15M 31k 502.66
Echostar Corp Cl A (SATS) 4.4 $15M 137k 108.70
Meta Platforms Cl A (META) 4.2 $14M 22k 660.12
Amazon (AMZN) 4.1 $14M 60k 230.82
Mastercard Incorporated Cl A (MA) 3.9 $13M 23k 570.88
Apple (AAPL) 3.2 $11M 40k 271.86
Woodward Governor Company (WWD) 2.6 $8.8M 29k 302.32
Moody's Corporation (MCO) 2.1 $7.3M 14k 510.87
TJX Companies (TJX) 2.1 $7.0M 46k 153.61
Visa Com Cl A (V) 1.7 $5.7M 16k 350.72
Deere & Company (DE) 1.4 $4.8M 10k 465.58
Markel Corporation (MKL) 1.3 $4.5M 2.1k 2149.65
Charles Schwab Corporation (SCHW) 1.3 $4.5M 45k 99.91
Microsoft Corporation (MSFT) 1.2 $4.0M 8.3k 483.67
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.0 $3.4M 5.0k 681.92
Sherwin-Williams Company (SHW) 1.0 $3.4M 11k 324.03
Waste Management (WM) 0.9 $2.9M 13k 219.72
Louisiana-Pacific Corporation (LPX) 0.8 $2.6M 32k 80.76
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.7 $2.3M 3.00 754800.00
Union Pacific Corporation (UNP) 0.6 $1.9M 8.3k 231.33
Crane Company Common Stock (CR) 0.5 $1.8M 10k 184.43
Automatic Data Processing (ADP) 0.5 $1.7M 6.7k 257.26
Alphabet Cap Stk Cl A (GOOGL) 0.5 $1.7M 5.4k 313.00
Colgate-Palmolive Company (CL) 0.5 $1.6M 21k 79.02
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.4 $1.4M 7.9k 177.38
Johnson & Johnson (JNJ) 0.3 $1.1M 5.4k 206.97
SYSCO Corporation (SYY) 0.3 $1.1M 15k 73.69
Labcorp Holdings Com Shs (LH) 0.3 $1.1M 4.3k 250.94
Broadridge Financial Solutions (BR) 0.3 $991k 4.4k 223.18
Paychex (PAYX) 0.3 $977k 8.7k 112.18
Ishares Tr S&p 100 Etf (OEF) 0.3 $942k 2.7k 342.97
Danaher Corporation (DHR) 0.2 $819k 3.6k 228.95
Ishares Tr Russell 2000 Etf (IWM) 0.2 $605k 2.5k 246.22
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.2 $576k 7.6k 76.23
American Express Company (AXP) 0.2 $534k 1.4k 369.95
Amgen (AMGN) 0.2 $533k 1.6k 327.31
International Business Machines (IBM) 0.2 $531k 1.8k 296.23
Raytheon Technologies Corp (RTX) 0.2 $524k 2.9k 183.41
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.2 $514k 7.2k 71.42
Comcast Corp Cl A (CMCSA) 0.1 $464k 16k 29.89
Lockheed Martin Corporation (LMT) 0.1 $451k 932.00 483.67
Procter & Gamble Company (PG) 0.1 $445k 3.1k 143.34
Ishares Msci Switzerland (EWL) 0.1 $426k 7.1k 59.96
3M Company (MMM) 0.1 $414k 2.6k 160.13
Ishares Tr Glob Hlthcre Etf (IXJ) 0.1 $408k 4.2k 97.41
Intuit (INTU) 0.1 $398k 600.00 662.42
Adobe Systems Incorporated (ADBE) 0.1 $369k 1.1k 349.99
Republic Services (RSG) 0.1 $331k 1.6k 211.93
Home Depot (HD) 0.1 $323k 937.00 344.14
Profesionally Managed Portfo Akre Focus Etf (AKRE) 0.1 $320k 4.9k 65.51
Boston Scientific Corporation (BSX) 0.1 $315k 3.3k 95.35
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $314k 500.00 627.13
Wal-Mart Stores (WMT) 0.1 $304k 2.7k 111.44
Accenture Plc Ireland Shs Class A (ACN) 0.1 $297k 1.1k 268.30
Vanguard Index Fds Growth Etf (VUG) 0.1 $289k 593.00 487.86
Ferrari Nv Ord (RACE) 0.1 $275k 745.00 369.56
Anthem (ELV) 0.1 $256k 730.00 350.55
JPMorgan Chase & Co. (JPM) 0.1 $256k 794.00 322.22
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $243k 514.00 473.30
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $233k 4.3k 53.76
Walt Disney Company (DIS) 0.1 $225k 2.0k 113.77
Thermo Fisher Scientific (TMO) 0.1 $220k 380.00 579.45
American Tower Reit (AMT) 0.1 $220k 1.3k 175.61
Costco Wholesale Corporation (COST) 0.1 $209k 242.00 862.34
Pfizer (PFE) 0.1 $203k 8.1k 24.90