Q2 2026 13F · SEC CIK 1579254

East Coast Asset Management, LLC.

Asset managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $338.6M
Reported positions: 67
Top holdings a year, 3 yrs: +24.6%
Assets under management: $1.0B

East Coast Asset Management, LLC. is an asset manager that reported 67 positions worth $338.6M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Alphabet Inc (GOOG, 16.6%), Tesla Inc Com (TSLA, 12.8%), Perimeter Solutions Inc (PRM, 11.5%). A portfolio copying its top holdings returned 24.6% a year over the last 3 years, against 20.4% for the S&P 500.

East Coast Asset Management, LLC. holdings largest 50 of 67 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. 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	Q1 2026	Shares	Share change	Reported value
GOOGAlphabet Inc	16.6%	15.7%	159,525	-3.9%	$56.4M
TSLATesla Inc Com	12.8%	12.2%	102,906	+3.0%	$43.3M
PRMPerimeter Solutions Inc	11.5%	10.9%	1,090,264	-19.7%	$38.9M
TDGTransdigm Group Inc	9.4%	8.9%	24,009	+3.4%	$32.0M
ECHOEchostar Corp	5.7%	5.3%	190,609	+38.9%	$19.3M
AMZNAmazon Com Inc Com	4.7%	4.1%	66,992	+12.6%	$16.0M
BRK-BBerkshire Hathaway Inc Del	4.3%	4.8%	28,980	-3.9%	$14.5M
WWDWoodward Inc	3.5%	3.4%	28,243	-1.7%	$12.0M
MAMastercard Inc.	3.3%	3.8%	21,879	-4.4%	$11.2M
AAPLApple Inc	3.2%	3.2%	36,936	-4.6%	$10.7M
TJXTjx Cos Inc New Com	2.0%	2.4%	43,911	-2.5%	$6.7M
DEDeere & Co Com	1.9%	1.9%	9,888	-2.6%	$6.3M
MCOMoodys Corp	1.8%	2.0%	13,295	-3.9%	$6.0M
METAMeta Platforms Inc Class A	1.6%	2.7%	9,754	-31.3%	$5.5M
VVisa Inc Com Cl A	1.6%	1.6%	15,462	-3.6%	$5.3M
SCHWSchwab Charles Corp	1.2%	1.4%	43,501	-1.4%	$4.0M
MKLMarkel Group Inc	1.2%	1.3%	2,001	-3.2%	$3.9M
SPYSpdr S&p 500 ETF Tr	1.1%	1.1%	4,793	-4.9%	$3.6M
SHWSherwin Williams Co Com	1.0%	1.1%	10,057	-3.1%	$3.5M
VEEVVeeva Sys Inc	1.0%	0.5%	19,483	+105.5%	$3.5M
WMWaste Mgmt Inc Del	0.9%	1.0%	13,035	-2.1%	$2.9M
MSFTMicrosoft Corp	0.8%	1.0%	6,804	-14.8%	$2.5M
LPXLouisiana-Pacific Corporation	0.7%	0.8%	29,748	-5.3%	$2.3M
BRK-ABerkshire Hathaway Inc Del	0.7%	0.7%	3	+0.0%	$2.2M
UNPUnion Pac Corp	0.6%	0.7%	7,969	-2.7%	$2.2M
GOOGLAlphabet Inc	0.6%	0.5%	5,237	-3.0%	$1.9M
CLColgate Palmolive Co	0.5%	0.6%	18,204	-10.1%	$1.7M
VOEVanguard Index Fds	0.5%	0.5%	7,756	-1.8%	$1.5M
JNJJohnson & Johnson	0.4%	0.4%	5,075	-5.3%	$1.3M
ADPAutomatic Data Processing Inc Com	0.4%	0.4%	5,596	-11.2%	$1.3M
SYYSysco Corp	0.4%	0.3%	14,343	-2.7%	$1.2M
LHLabcorp Holdings Inc	0.3%	0.4%	3,926	-5.6%	$1.1M
OEFIshares S&p 100 ETF	0.3%	0.3%	2,746	+0.0%	$1.0M
PAYXPaychex Inc	0.2%	0.3%	8,324	-1.6%	$818K
IWMIshares	0.2%	0.2%	2,440	-0.7%	$733K
DHRDanaher Corporation	0.2%	0.2%	3,579	+0.0%	$682K
AMGNAmgen Inc Com	0.2%	0.2%	1,628	+0.0%	$590K
RTXRtx Corporation Com	0.2%	0.2%	2,766	-1.0%	$525K
SPLVInvesco Exch Traded Fd Tr II	0.2%	0.2%	6,887	-4.2%	$516K
IBMInternational Business Machs	0.1%	0.1%	1,793	+0.0%	$504K
SPCXSpace Ex Tech Spacex Class A	0.1%	—	2,915	—	$498K
AXPAmerican Express Co Com	0.1%	0.1%	1,442	+0.0%	$488K
LMTLockheed Martin Corp Com	0.1%	0.2%	932	+0.0%	$475K
BRBroadridge Financial Solutions	0.1%	0.2%	3,363	-24.2%	$461K
PGProcter & Gamble Co Com	0.1%	0.1%	3,108	+0.0%	$456K
EWLBlackrock, Inc.	0.1%	0.1%	7,101	+0.0%	$446K
MMM3m Co Com	0.1%	0.1%	2,538	-1.8%	$411K
IXJIshares Global Healthcare ETF	0.1%	0.1%	3,963	-5.5%	$390K
FBTCFidelity Wise Origin Bitcoin	0.1%	0.1%	7,550	+0.0%	$385K
CMCSAComcast Corp New	0.1%	0.1%	15,100	-1.2%	$371K

What East Coast Asset Management, LLC. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 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: +14.3% /yr; S&P 500 +20.1%
3 years: +24.6% /yr; S&P 500 +20.4%
5 years: +10.9% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 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	$338.6M	67
Q1 2026	$303.4M	68
Q4 2025	$340.0M	69
Q3 2025	$319.2M	68
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

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 Aug 14, 2026, lists 67 positions worth $338.6M. The largest are Alphabet Inc (GOOG) at 16.6%, Tesla Inc Com (TSLA) at 12.8%, Perimeter Solutions Inc (PRM) at 11.5%, Transdigm Group Inc (TDG) at 9.4% and Echostar Corp (ECHO) at 5.7%.

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

In Q2 2026, East Coast Asset Management, LLC. added Veeva Sys Inc (VEEV) (+105.5% shares), Echostar Corp (ECHO) (+38.9% shares) and Amazon Com Inc Com (AMZN) (+12.6% shares), compared with its Q1 2026 filing.

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

In Q2 2026, East Coast Asset Management, LLC. cut from its top 50 Republic Svcs Inc (RSG), Meta Platforms Inc Class A (META) (-31.3% shares), Broadridge Financial Solutions (BR) (-24.2% shares) and Perimeter Solutions Inc (PRM) (-19.7% shares), compared with its Q1 2026 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 +24.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +14.3% against +20.1%. Over 5 years: +10.9% a year against +11.6%.

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 $338.6M.