Q2 2026 13F · SEC CIK 1579254

East Coast Asset Management, LLC.

Asset managerFiled 2026-10-26 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $623.9M
Reported positions: 81
Top holdings a year, 3 yrs: +28.8%
Assets under management: $1.0B

East Coast Asset Management, LLC. is an asset manager that reported 81 positions worth $623.9M in its Q2 2026 13F, filed 2026-10-26. Its largest holdings were Alphabet Inc (GOOG, 16.7%), Tesla Inc (TSLA, 15.9%), Perimeter Solutions Inc (PRM, 13.3%). A portfolio copying its top holdings returned 28.8% a year over the last 3 years, against 18.9% for the S&P 500.

East Coast Asset Management, LLC. holdings largest 50 of 81 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2025. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

East Coast Asset Management, LLC. 13F holdings
Stock	% of 13F value	Q2 2025	Shares	Share change	Reported value
GOOGAlphabet Inc	16.7%	12.6%	294,501	+38.1%	$104.1M
TSLATesla Inc	15.9%	6.3%	235,666	+296.9%	$99.1M
PRMPerimeter Solutions Inc	13.3%	9.6%	2,321,135	+12.0%	$82.7M
TDGTransdigm Group Inc	11.4%	11.9%	53,209	+125.2%	$70.9M
ECHOEchoStar Corp	7.6%	—	468,712	—	$47.6M
AMZNAmazon Com Inc	4.4%	4.6%	115,989	+84.4%	$27.6M
BRK-BBerkshire Hathaway Inc Del	3.1%	5.3%	38,511	+18.1%	$19.3M
WWDWoodward, Inc.	2.3%	2.4%	34,119	+15.8%	$14.5M
MAMastercard Incorporated	2.2%	4.4%	26,530	+13.2%	$13.6M
AAPLApple Inc	2.1%	2.7%	45,243	+13.6%	$13.1M
GOOGLAlphabet Inc	1.7%	0.3%	29,644	+443.9%	$10.6M
VEEVVeeva Sys Inc	1.6%	—	57,902	—	$10.3M
TJXTjx Cos Inc New	1.5%	1.9%	62,277	+32.2%	$9.4M
METAMeta Platforms Inc	1.4%	10.5%	15,344	-64.1%	$8.6M
DEDeere & Co	1.4%	1.7%	13,463	+31.5%	$8.5M
MCOMoodys Corp	1.3%	2.5%	18,032	+20.7%	$8.2M
VVisa Inc	1.1%	2.0%	19,134	+14.7%	$6.6M
SCHWCharles Schwab Corp (the)	0.9%	1.4%	58,826	+31.0%	$5.4M
SHWSherwin Williams Co	0.8%	1.2%	15,315	+44.7%	$5.3M
MKLMarkel Group Inc	0.8%	1.4%	2,628	+21.1%	$5.1M
SPYState Str Spdr S&p 500 ETF T	0.6%	1.1%	5,240	+0.7%	$3.9M
MSFTMicrosoft Corp	0.6%	1.3%	10,356	+35.9%	$3.9M
WMWaste Mgmt Inc Del	0.6%	1.0%	15,432	+12.6%	$3.4M
LPXLouisiana Pac Corp	0.5%	1.0%	38,918	+15.7%	$3.1M
UNPUnion Pac Corp	0.5%	0.6%	10,454	+23.3%	$2.8M
BRK-ABerkshire Hathaway Inc Del	0.4%	0.7%	3	+0.0%	$2.2M
CLColgate Palmolive Co	0.4%	0.6%	24,061	+16.7%	$2.2M
ADPAutomatic Data Processing in	0.3%	0.7%	8,162	+23.1%	$1.8M
JNJJohnson & Johnson	0.3%	0.3%	6,425	+14.7%	$1.6M
VOEVanguard Index Fds	0.3%	0.5%	7,977	-4.4%	$1.6M
SYYSysco Corp	0.2%	0.4%	18,199	+16.5%	$1.5M
LHLabcorp Holdings Inc	0.2%	0.4%	4,689	+8.6%	$1.3M
IBMInternational Business Machs	0.2%	0.2%	3,883	+117.2%	$1.1M
JPMJpmorgan Chase & Co	0.2%	—	3,253	—	$1.1M
OEFIshares Tr	0.2%	0.3%	2,746	+0.0%	$1.0M
PAYXPaychex Inc	0.2%	0.4%	10,173	+16.8%	$1.0M
ORCLOracle Corp	0.1%	—	6,015	—	$881K
IWMIshares Tr	0.1%	0.2%	2,796	+12.7%	$840K
PGProcter & Gamble Co	0.1%	0.2%	5,411	+74.1%	$793K
LMTLockheed Martin Corp	0.1%	0.2%	1,424	+45.0%	$725K
BRBroadridge Finl Solutions in	0.1%	0.3%	5,238	+50.2%	$717K
RTXRtx Corporation	0.1%	0.2%	3,616	+10.4%	$686K
DHRDanaher Corp Del	0.1%	0.2%	3,579	-3.0%	$682K
AKREProfesionally Managed Portfo	0.1%	—	12,707	—	$676K
RACEFerrari N V	0.1%	—	1,765	—	$657K
SPCXSpace Exploration Techn Corp	0.1%	—	3,711	—	$634K
MMM3m Co	0.1%	0.1%	3,898	+50.8%	$631K
EWLIshares Inc	0.1%	—	9,977	—	$627K
AMGNAmgen Inc	0.1%	0.2%	1,628	+0.0%	$590K
SPLVInvesco Exch Traded Fd Tr II	0.1%	0.2%	6,887	-4.2%	$516K

What East Coast Asset Management, LLC. bought and sold in Q2 2026, against Q2 2025.

New positions

Q2 2025's filing was too long to tell new positions apart.

Added to

GOOGL Alphabet Inc+443.9% shares
TSLA Tesla Inc+296.9% shares
TDG Transdigm Group Inc+125.2% shares
IBM International Business Machs+117.2% shares
AMZN Amazon Com Inc+84.4% shares
PG Procter & Gamble Co+74.1% shares
MMM 3m Co+50.8% shares
BR Broadridge Finl Solutions in+50.2% shares

Reduced

META Meta Platforms Inc-64.1% shares

Left the top 50

Share counts compared with the Q2 2025 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: +28.8% /yr; S&P 500 +18.9%
5 years: +11.6% /yr; S&P 500 +9.9%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$623.9M	81
Q2 2025	$301.4M	69
Q1 2025	$282.4M	69
Q4 2024	$299.3M	71
Q3 2024	$301.2M	73
Q2 2024	$275.1M	70
Q1 2024	$274.1M	69
Q4 2023	$244.8M	64
Q3 2023	$221.0M	62
Q2 2023	$223.4M	63
Q1 2023	$226.8M	63
Q4 2022	$197.5M	60

Questions about East Coast Asset Management, LLC.'s portfolio

What stocks does East Coast Asset Management, LLC. own?

East Coast Asset Management, LLC.'s latest 13F, for Q2 2026 and filed Oct 26, 2026, lists 81 positions worth $623.9M. The largest are Alphabet Inc (GOOG) at 16.7%, Tesla Inc (TSLA) at 15.9%, Perimeter Solutions Inc (PRM) at 13.3%, Transdigm Group Inc (TDG) at 11.4% and EchoStar Corp (ECHO) at 7.6%.

What did East Coast Asset Management, LLC. buy last quarter?

In Q2 2026, East Coast Asset Management, LLC. added Alphabet Inc (GOOGL) (+443.9% shares), Tesla Inc (TSLA) (+296.9% shares) and Transdigm Group Inc (TDG) (+125.2% shares), compared with its Q2 2025 filing.

What did East Coast Asset Management, LLC. sell last quarter?

In Q2 2026, East Coast Asset Management, LLC. cut from its top 50 Brookfield Corp (BN), cut from its top 50 Charter Communications Inc (CHTR), cut from its top 50 Crane Company (CR), cut from its top 50 Comcast Corp New (CMCSA), cut from its top 50 Liberty Broadband Corp (LBRDK) and Meta Platforms Inc (META) (-64.1% shares), compared with its Q2 2025 filing.

How has East Coast Asset Management, LLC.'s portfolio performed?

A portfolio copying East Coast Asset Management, LLC.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +28.8% a year over the last 3 years, against +18.9% for the S&P 500. Over 5 years: +11.6% a year against +9.9%.

When is East Coast Asset Management, LLC.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. East Coast Asset Management, LLC.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does East Coast Asset Management, LLC. manage?

East Coast Asset Management, LLC. reported $1.0B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $623.9M.