East Coast Asset Management, LLC.
68 holdingsFiling period: 2026-06-30Current AUM: $325.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc | 159.5K | $56.4M | $50.1M | 15.41% | -6,441 | 2026-06-30 |
| 2 | TSLA | Tesla Inc | 102.9K | $43.3M | $40.3M | 12.39% | +3.0K | 2026-06-30 |
| 3 | PRM | Perimeter Solutions Inc | 1.09M | $38.9M | $30.6M | 9.42% | -267,319 | 2026-06-30 |
| 4 | TDG | Transdigm Group Inc | 24.0K | $32.0M | $27.1M | 8.34% | +789 | 2026-06-30 |
| 5 | SATS | Echostar Corp | 190.6K | $19.3M | $19.3M | 5.95% | +53.4K | 2026-06-30 |
| 6 | AMZN | Amazon.com Inc | 67.0K | $16.0M | $16.7M | 5.13% | +7.5K | 2026-06-30 |
| 7 | BRK-B | Berkshire Hathaway Inc Del | 29.0K | $14.5M | $14.5M | 4.46% | -1,183 | 2026-06-30 |
| 8 | WWD | Woodward Inc | 28.2K | $12.0M | $8.6M | 2.65% | -486 | 2026-06-30 |
| 9 | MA | Mastercard Incorporated | 21.9K | $11.2M | $13.4M | 4.13% | -1,004 | 2026-06-30 |
| 10 | AAPL | Apple Inc | 36.9K | $10.7M | $12.7M | 3.91% | -1,768 | 2026-06-30 |
| 11 | TJX | Tjx Cos Inc New | 43.9K | $6.7M | $6.3M | 1.94% | -1,131 | 2026-06-30 |
| 12 | DE | Deere & Co | 9.9K | $6.3M | $6.3M | 1.95% | -264 | 2026-06-30 |
| 13 | MCO | Moodys Corp | 13.3K | $6.0M | $6.4M | 1.98% | -535 | 2026-06-30 |
| 14 | META | Meta Platforms Inc | 9.8K | $5.5M | $6.2M | 1.89% | -4,450 | 2026-06-30 |
| 15 | V | Visa Inc | 15.5K | $5.3M | $6.2M | 1.92% | -578 | 2026-06-30 |
| 16 | SCHW | Schwab Charles Corp | 43.5K | $4.0M | $3.9M | 1.20% | -618 | 2026-06-30 |
| 17 | MKL | Markel Group Inc | 2.0K | $3.9M | $3.7M | 1.15% | -66 | 2026-06-30 |
| 18 | SPY | State Str Spdr S&P 500 ETF T | 4.8K | $3.6M | $3.7M | 1.13% | -248 | 2026-06-30 |
| 19 | SHW | Sherwin Williams Co | 10.1K | $3.5M | $3.4M | 1.04% | -319 | 2026-06-30 |
| 20 | VEEV | Veeva Sys Inc | 19.5K | $3.5M | $6.2M | 1.91% | +10.0K | 2026-06-30 |
| 21 | WM | Waste Mgmt Inc Del | 13.0K | $2.9M | $3.1M | 0.97% | -284 | 2026-06-30 |
| 22 | MSFT | Microsoft Corp | 6.8K | $2.5M | $3.6M | 1.11% | -1,180 | 2026-06-30 |
| 23 | LPX | Louisiana Pac Corp | 29.7K | $2.3M | $2.1M | 0.66% | -1,677 | 2026-06-30 |
| 24 | BRK-A | Berkshire Hathaway Inc Del | 3 | $2.2M | $2.2M | 0.69% | -- | 2026-06-30 |
| 25 | UNP | Union Pac Corp | 8.0K | $2.2M | $2.4M | 0.73% | -224 | 2026-06-30 |
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