East Coast Asset Management, LLC.
ESSEX, MA
$339m in 67 US stocks at the end of 30 June 2026. The top 10 are 75.1% of the money. It changed about 4.8% of the portfolio this quarter.
Value
$339m
Stocks
67
Top 10 share
75.1%
Turnover
4.8%
What changed this quarter
New
Bought for the first time this quarter.
- Space Exploration TechnologiesSPCX0.1% of the fund
- Ishares TRIJR<0.1% of the fund
- Vanguard Index FDSVTV<0.1% of the fund
- YUM BrandsYUM<0.1% of the fund
Added
Bought more of a stock they already held.
- TeslaTSLA12.8% of the fund+3%
- TransDigm GroupTDG9.4% of the fund+3%
- EchoStarECHO5.7% of the fund+39%
- Amazon.comAMZN4.7% of the fund+13%
- Veeva SystemsVEEV1.0% of the fund+106%
Cut
Sold some of their stake.
- AlphabetGOOG16.6% of the fund-4%
- Perimeter SolutionsPRM11.5% of the fund-20%
- Berkshire HathawayBRK-B4.3% of the fund-4%
- MastercardMA3.3% of the fund-4%
- AppleAAPL3.2% of the fund-5%
- TJX CompaniesTJX2.0% of the fund-3%
- DeereDE1.9% of the fund-3%
- Moody'sMCO1.8% of the fund-4%
- Meta PlatformsMETA1.6% of the fund-31%
- VisaV1.6% of the fund-4%
- Markel GroupMKL1.2% of the fund-3%
- State STR Spdr S&P 500 ETF TSPY1.1% of the fund-5%
- Sherwin-WilliamsSHW1.0% of the fund-3%
- Waste ManagementWM0.9% of the fund-2%
- MicrosoftMSFT0.7% of the fund-15%
- Louisiana-PacificLPX0.7% of the fund-5%
- Union PacificUNP0.6% of the fund-3%
- AlphabetGOOGL0.6% of the fund-3%
- Colgate-PalmoliveCL0.5% of the fund-10%
- Johnson & JohnsonJNJ0.4% of the fund-5%
- Automatic Data ProcessingADP0.4% of the fund-11%
- SyscoSYY0.4% of the fund-3%
- Labcorp HoldingsLH0.3% of the fund-6%
- Invesco Exch Traded FD TR IISPLV0.2% of the fund-4%
- Broadridge Financial SolutionsBR0.1% of the fund-24%
Sold out
Sold their entire stake.
- IntuitINTU-100%
- PfizerPFE-100%
- AccentureACN-100%
- JPMorgan ChaseJPM-100%
- Boston ScientificBSX-100%
Holdings
- State STR Spdr S&P 500 ETF TSPY
- Share
- 1.1%
- Value
- $4m
- Shares
- 4,793
-5%
- Berkshire Hathaway INC DELBRK-A
- Share
- 0.7%
- Value
- $2m
- Shares
- 3
Held
- Vanguard Index FDSVOE
- Share
- 0.5%
- Value
- $2m
- Shares
- 7,756
Held
- Ishares TROEF
- Share
- 0.3%
- Value
- $1m
- Shares
- 2,746
Held
- Ishares TRIWM
- Share
- 0.2%
- Value
- $732,980
- Shares
- 2,440
Held
- Invesco Exch Traded FD TR IISPLV
- Share
- 0.2%
- Value
- $515,858
- Shares
- 6,887
-4%
- Space Exploration TechnologiesSPCX
- Share
- 0.1%
- Value
- $498,057
- Shares
- 2,915
New
- IsharesEWL
- Share
- 0.1%
- Value
- $446,319
- Shares
- 7,101
Held
- Ishares TRIXJ
- Share
- 0.1%
- Value
- $389,913
- Shares
- 3,963
-5%
- Fidelity Wise Origin BitcoinFBTC
- Share
- 0.1%
- Value
- $385,428
- Shares
- 7,550
Held
- Vanguard Index FDSVOO
- Share
- 0.1%
- Value
- $343,405
- Shares
- 500
Held
- Vanguard Index FDSVUG
- Share
- <0.1%
- Value
- $279,610
- Shares
- 3,246
Held
- Profesionally Managed PortfoAKRE
- Share
- <0.1%
- Value
- $259,142
- Shares
- 4,872
Held
- Vanguard Intl Equity Index FVWO
- Share
- <0.1%
- Value
- $258,876
- Shares
- 4,337
Held
- Ishares TRIWF
- Share
- <0.1%
- Value
- $255,294
- Shares
- 2,056
Held
- Ishares TRIJR
- Share
- <0.1%
- Value
- $226,645
- Shares
- 1,528
New
- Vanguard Index FDSVTV
- Share
- <0.1%
- Value
- $218,366
- Shares
- 1,002
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| AlphabetGOOG | 16.6% | $56m | 159,525 | -4% |
| TeslaTSLA | 12.8% | $43m | 102,906 | +3% |
| Perimeter SolutionsPRM | 11.5% | $39m | 1,090,264 | -20% |
| TransDigm GroupTDG | 9.4% | $32m | 24,009 | +3% |
| EchoStarECHO | 5.7% | $19m | 190,609 | +39% |
| Amazon.comAMZN | 4.7% | $16m | 66,992 | +13% |
| Berkshire HathawayBRK-B | 4.3% | $15m | 28,980 | -4% |
| WoodwardWWD | 3.5% | $12m | 28,243 | Held |
| MastercardMA | 3.3% | $11m | 21,879 | -4% |
| AppleAAPL | 3.2% | $11m | 36,936 | -5% |
| TJX CompaniesTJX | 2.0% | $7m | 43,911 | -3% |
| DeereDE | 1.9% | $6m | 9,888 | -3% |
| Moody'sMCO | 1.8% | $6m | 13,295 | -4% |
| Meta PlatformsMETA | 1.6% | $5m | 9,754 | -31% |
| VisaV | 1.6% | $5m | 15,462 | -4% |
| Charles SchwabSCHW | 1.2% | $4m | 43,501 | Held |
| Markel GroupMKL | 1.2% | $4m | 2,001 | -3% |
| State STR Spdr S&P 500 ETF TSPY | 1.1% | $4m | 4,793 | -5% |
| Sherwin-WilliamsSHW | 1.0% | $3m | 10,057 | -3% |
| Veeva SystemsVEEV | 1.0% | $3m | 19,483 | +106% |
| Waste ManagementWM | 0.9% | $3m | 13,035 | -2% |
| MicrosoftMSFT | 0.7% | $3m | 6,804 | -15% |
| Louisiana-PacificLPX | 0.7% | $2m | 29,748 | -5% |
| Berkshire Hathaway INC DELBRK-A | 0.7% | $2m | 3 | Held |
| Union PacificUNP | 0.6% | $2m | 7,969 | -3% |
| AlphabetGOOGL | 0.6% | $2m | 5,237 | -3% |
| Colgate-PalmoliveCL | 0.5% | $2m | 18,204 | -10% |
| Vanguard Index FDSVOE | 0.5% | $2m | 7,756 | Held |
| Johnson & JohnsonJNJ | 0.4% | $1m | 5,075 | -5% |
| Automatic Data ProcessingADP | 0.4% | $1m | 5,596 | -11% |
| SyscoSYY | 0.4% | $1m | 14,343 | -3% |
| Labcorp HoldingsLH | 0.3% | $1m | 3,926 | -6% |
| Ishares TROEF | 0.3% | $1m | 2,746 | Held |
| PaychexPAYX | 0.2% | $818,499 | 8,324 | Held |
| Ishares TRIWM | 0.2% | $732,980 | 2,440 | Held |
| DanaherDHR | 0.2% | $681,641 | 3,579 | Held |
| AmgenAMGN | 0.2% | $589,531 | 1,628 | Held |
| RTXRTX | 0.2% | $524,762 | 2,766 | Held |
| Invesco Exch Traded FD TR IISPLV | 0.2% | $515,858 | 6,887 | -4% |
| International Business MachinesIBM | 0.1% | $504,239 | 1,793 | Held |
| Space Exploration TechnologiesSPCX | 0.1% | $498,057 | 2,915 | New |
| American ExpressAXP | 0.1% | $487,757 | 1,442 | Held |
| Lockheed MartinLMT | 0.1% | $474,817 | 932 | Held |
| Broadridge Financial SolutionsBR | 0.1% | $460,586 | 3,363 | -24% |
| Procter & GamblePG | 0.1% | $455,712 | 3,108 | Held |
| IsharesEWL | 0.1% | $446,319 | 7,101 | Held |
| 3MMMM | 0.1% | $410,865 | 2,538 | Held |
| Ishares TRIXJ | 0.1% | $389,913 | 3,963 | -5% |
| Fidelity Wise Origin BitcoinFBTC | 0.1% | $385,428 | 7,550 | Held |
| ComcastCMCSA | 0.1% | $370,707 | 15,100 | Held |
| Vanguard Index FDSVOO | 0.1% | $343,405 | 500 | Held |
| WalmartWMT | <0.1% | $290,852 | 2,568 | Held |
| Home DepotHD | <0.1% | $286,729 | 813 | -5% |
| Elevance HealthELV | <0.1% | $282,313 | 730 | Held |
| Vanguard Index FDSVUG | <0.1% | $279,610 | 3,246 | Held |
| FerrariRACE | <0.1% | $277,356 | 745 | Held |
| EatonETN | <0.1% | $262,916 | 617 | Held |
| Profesionally Managed PortfoAKRE | <0.1% | $259,142 | 4,872 | Held |
| Vanguard Intl Equity Index FVWO | <0.1% | $258,876 | 4,337 | Held |
| Ishares TRIWF | <0.1% | $255,294 | 2,056 | Held |
| Ishares TRIJR | <0.1% | $226,645 | 1,528 | New |
| Republic ServicesRSG | <0.1% | $226,504 | 1,063 | -32% |
| Costco WholesaleCOST | <0.1% | $226,384 | 242 | Held |
| Vanguard Index FDSVTV | <0.1% | $218,366 | 1,002 | New |
| AdobeADBE | <0.1% | $215,886 | 1,053 | Held |
| American TowerAMT | <0.1% | $205,006 | 1,253 | Held |
| YUM BrandsYUM | <0.1% | $201,903 | 1,263 | New |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 12.3% since 30 June 2025.
Where the money is
Media & telecom24.6%
Retail & consumer19.7%
Industrials18.3%
Financial services13.4%
Materials12.5%
Technology4.3%
Health care2.2%
Everyday goods1.1%
Real estate0.1%
Other3.7%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.