East Coast Asset Management, LLC.
68 holdingsFiling period: 2026-06-30Current AUM: $324.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC | 159.5K | $56.4M | $54.5M | 16.77% | -6,441 | 2026-06-30 |
| 2 | TSLA | TESLA INC | 102.9K | $43.3M | $36.7M | 11.30% | +3.0K | 2026-06-30 |
| 3 | PRM | PERIMETER SOLUTIONS INC | 1.09M | $38.9M | $34.4M | 10.59% | -267,319 | 2026-06-30 |
| 4 | TDG | TRANSDIGM GROUP INC | 24.0K | $32.0M | $26.0M | 8.02% | +789 | 2026-06-30 |
| 5 | SATS | ECHOSTAR CORP | 190.6K | $19.3M | $19.3M | 5.96% | +53.4K | 2026-06-30 |
| 6 | AMZN | AMAZON COM INC | 67.0K | $16.0M | $16.6M | 5.12% | +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 | $9.0M | 2.78% | -486 | 2026-06-30 |
| 9 | MA | MASTERCARD INCORPORATED | 21.9K | $11.2M | $12.5M | 3.86% | -1,004 | 2026-06-30 |
| 10 | AAPL | APPLE INC | 36.9K | $10.7M | $12.2M | 3.77% | -1,768 | 2026-06-30 |
| 11 | TJX | TJX COS INC NEW | 43.9K | $6.7M | $5.5M | 1.68% | -1,131 | 2026-06-30 |
| 12 | DE | DEERE & CO | 9.9K | $6.3M | $6.8M | 2.08% | -264 | 2026-06-30 |
| 13 | MCO | MOODYS CORP | 13.3K | $6.0M | $6.2M | 1.91% | -535 | 2026-06-30 |
| 14 | META | META PLATFORMS INC | 9.8K | $5.5M | $6.5M | 2.01% | -4,450 | 2026-06-30 |
| 15 | V | VISA INC | 15.5K | $5.3M | $5.8M | 1.79% | -578 | 2026-06-30 |
| 16 | SCHW | SCHWAB CHARLES CORP | 43.5K | $4.0M | $4.7M | 1.44% | -618 | 2026-06-30 |
| 17 | MKL | MARKEL GROUP INC | 2.0K | $3.9M | $3.6M | 1.10% | -66 | 2026-06-30 |
| 18 | SPY | STATE STR SPDR S&P 500 ETF T | 4.8K | $3.6M | $3.6M | 1.12% | -248 | 2026-06-30 |
| 19 | SHW | SHERWIN WILLIAMS CO | 10.1K | $3.5M | $3.2M | 1.00% | -319 | 2026-06-30 |
| 20 | VEEV | VEEVA SYS INC | 19.5K | $3.5M | $5.2M | 1.60% | +10.0K | 2026-06-30 |
| 21 | WM | WASTE MGMT INC DEL | 13.0K | $2.9M | $2.8M | 0.87% | -284 | 2026-06-30 |
| 22 | MSFT | MICROSOFT CORP | 6.8K | $2.5M | $3.4M | 1.04% | -1,180 | 2026-06-30 |
| 23 | LPX | LOUISIANA PAC CORP | 29.7K | $2.3M | $1.9M | 0.59% | -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 | $2.3M | 0.70% | -224 | 2026-06-30 |
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