East Coast Asset Management, LLC.

CIK

1579254

Location

ESSEX, MA

Portfolio Value

Small $332,394,450

Diversification

Diversified

Filing Date

Global Rank

#3,452 / 8,517 ▲ 104

Top Industry

Internet Content & Information 19.4%

3Y Alpha vs SPY

+3.7%

Period ended 47 days ago

Filed Aug 14, 2026 · 2d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+93.2%

SPY

+76.6%

Annualised alpha

+3.7%

Max drawdown

−19.7%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

53 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

17.5%

+1.0 pts

Top 5

57.7%

+3.0 pts

Top 10

77.7%

+3.0 pts

HHI

849

Diversified+67

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Communication Services	25.1%	$83,448,362	4
Consumer Cyclical	20.1%	$66,667,639	6
Industrials	18.1%	$60,079,701	12
Financial Services	14.4%	$47,720,900	7
Basic Materials	12.7%	$42,330,737	2
Technology	5.0%	$16,478,207	7
Healthcare	2.2%	$7,399,395	6
Unclassified	1.3%	$4,223,836	3
Consumer Defensive	1.2%	$3,840,720	5
Real Estate	0.1%	$204,953	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

7 positions

Ticker	Company	Δ Shares	Shares	Value
ECHO	EchoStar CORP	+53,365	190,609	$19,346,813
VEEV	Veeva Systems Inc	+10,003	19,483	$3,457,648
AMZN	Amazon Com Inc	+7,518	66,992	$15,966,873
TSLA	Tesla, Inc.	+3,044	102,906	$43,282,263
TDG	TransDigm Group INC	+789	24,009	$31,980,948
DHR	Danaher Corp /De/	+1	3,579	$681,727
PG	PROCTER & GAMBLE Co	+1	3,108	$455,757
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
PRM	Perimeter Solutions, Inc.	−267,319	1,090,264	$38,867,911
GOOGL	Alphabet Inc.	−6,601	164,762	$58,236,514
META	Meta Platforms, Inc.	−4,450	9,754	$5,494,330
CL	Colgate Palmolive Co	−2,054	18,204	$1,668,942
AAPL	Apple Inc.	−1,768	36,936	$10,687,800
LPX	Louisiana-Pacific Corp	−1,677	29,748	$2,339,977
BRK-B	Berkshire Hathaway Inc	−1,183	28,983	$16,747,852
MSFT	Microsoft Corp	−1,180	6,804	$2,538,028
TJX	Tjx Companies Inc /De/	−1,131	43,911	$6,652,516
BR	Broadridge Financial Solutions, Inc.	−1,075	3,363	$460,562
MA	Mastercard Inc	−1,004	21,879	$11,237,054
ADP	Automatic Data Processing Inc	−703	5,596	$1,253,224
SCHW	Schwab Charles Corp	−618	43,501	$4,013,837
V	Visa Inc.	−578	15,462	$5,304,857
MCO	Moodys Corp /De/	−535	13,295	$6,021,571
RSG	Republic Services, Inc.	−500	1,063	$226,504
WWD	Woodward, Inc.	−486	28,243	$12,015,701
SYY	Sysco Corp	−399	14,343	$1,198,787
SHW	Sherwin Williams Co	−319	10,057	$3,462,826
WM	Waste Management Inc	−284	13,035	$2,905,240
JNJ	Johnson & Johnson	−283	5,075	$1,288,897
DE	Deere & Co	−264	9,888	$6,272,255
SPY	Spdr S&P 500 ETF Trust	−248	4,793	$3,579,268
LH	Labcorp Holdings Inc.	−235	3,926	$1,099,280
UNP	Union Pacific Corp	−224	7,969	$2,167,568
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
SPCX	Space Exploration Technologies Corp	2,915	$498,056
YUM	Yum Brands Inc	1,263	$201,903
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
INTU	Intuit Inc.	600	$259,428
PFE	Pfizer Inc	8,141	$228,599
ACN	Accenture plc	1,106	$219,308
JPM	Jpmorgan Chase & Co	739	$217,384
BSX	Boston Scientific Corp	3,304	$207,326
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

53 tracked positions · $332,394,450 total · filing declares 67 positions · $338,598,143 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Real Estate Technology

Showing 1–50 of 53 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	Reduced	164,762	-6,601	$58,236,514	+18.5%	17.52%
TSLA	Tesla, Inc. Consumer Cyclical	Added	102,906	+3,044	$43,282,263	+16.6%	13.02%
PRM	Perimeter Solutions, Inc. Basic Materials	Reduced	1,090,264	-267,319	$38,867,911	+17.2%	11.69%
TDG	TransDigm Group INC Industrials	Added	24,009	+789	$31,980,948	+18.8%	9.62%
ECHO	EchoStar CORP Communication Services	Added	190,609	+53,365	$19,346,813	+20.4%	5.82%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	28,983	-1,183	$16,747,852	+0.8%	5.04%
AMZN	Amazon Com Inc Consumer Cyclical	Added	66,992	+7,518	$15,966,873	+28.9%	4.80%
WWD	Woodward, Inc. Industrials	Reduced	28,243	-486	$12,015,701	+16.9%	3.61%
MA	Mastercard Inc Financial Services	Reduced	21,879	-1,004	$11,237,054	−1.7%	3.38%
AAPL	Apple Inc. Technology	Reduced	36,936	-1,768	$10,687,800	+8.8%	3.22%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	43,911	-1,131	$6,652,516	−7.5%	2.00%
DE	Deere & Co Industrials	Reduced	9,888	-264	$6,272,255	+9.7%	1.89%
MCO	Moodys Corp /De/ Financial Services	Reduced	13,295	-535	$6,021,571	−0.2%	1.81%
META	Meta Platforms, Inc. Communication Services	Reduced	9,754	-4,450	$5,494,330	−32.4%	1.65%
V	Visa Inc. Financial Services	Reduced	15,462	-578	$5,304,857	+9.4%	1.60%
SCHW	Schwab Charles Corp Financial Services	Reduced	43,501	-618	$4,013,837	−3.2%	1.21%
MKL	Markel Group Inc. Financial Services	Reduced	2,001	-66	$3,907,973	−1.2%	1.18%
SPY	Spdr S&P 500 ETF Trust	Reduced	4,793	-248	$3,579,268	+9.2%	1.08%
SHW	Sherwin Williams Co Basic Materials	Reduced	10,057	-319	$3,462,826	+4.1%	1.04%
VEEV	Veeva Systems Inc Healthcare	Added	19,483	+10,003	$3,457,648	+107.6%	1.04%
WM	Waste Management Inc Industrials	Reduced	13,035	-284	$2,905,240	−5.1%	0.87%
MSFT	Microsoft Corp Technology	Reduced	6,804	-1,180	$2,538,028	−14.1%	0.76%
LPX	Louisiana-Pacific Corp Industrials	Reduced	29,748	-1,677	$2,339,977	+2.4%	0.70%
UNP	Union Pacific Corp Industrials	Reduced	7,969	-224	$2,167,568	+9.0%	0.65%
CL	Colgate Palmolive Co Consumer Defensive	Reduced	18,204	-2,054	$1,668,942	−3.3%	0.50%
JNJ	Johnson & Johnson Healthcare	Reduced	5,075	-283	$1,288,897	−1.6%	0.39%
ADP	Automatic Data Processing Inc Technology	Reduced	5,596	-703	$1,253,224	−2.1%	0.38%
SYY	Sysco Corp Consumer Defensive	Reduced	14,343	-399	$1,198,787	+14.0%	0.36%
LH	Labcorp Holdings Inc. Healthcare	Reduced	3,926	-235	$1,099,280	−1.0%	0.33%
PAYX	Paychex Inc Technology	Reduced	8,324	-136	$818,498	+5.0%	0.25%
DHR	Danaher Corp /De/ Healthcare	Added	3,579	+1	$681,727	+0.5%	0.21%
AMGN	Amgen Inc Healthcare	Held	1,628	0	$589,531	+2.9%	0.18%
RTX	RTX Corp Industrials	Reduced	2,766	-29	$524,793	−2.7%	0.16%
IBM	International Business Machines Corp Technology	Held	1,793	0	$504,209	+16.0%	0.15%
SPCX	Space Exploration Technologies Corp Industrials	NEW	2,915	NEW	$498,056	NEW	0.15%
AXP	American Express Co Financial Services	Held	1,442	0	$487,756	+11.8%	0.15%
LMT	Lockheed Martin Corp Industrials	Held	932	0	$474,816	−15.7%	0.14%
BR	Broadridge Financial Solutions, Inc. Technology	Reduced	3,363	-1,075	$460,562	−36.1%	0.14%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	3,108	+1	$455,757	+1.6%	0.14%
MMM	3M Co Industrials	Reduced	2,538	-46	$410,927	+9.5%	0.12%
FBTC	Fidelity Wise Origin Bitcoin Fund	Held	7,550	0	$385,427	−13.5%	0.12%
CMCSA	Comcast Corp Communication Services	Reduced	15,100	-182	$370,705	−15.5%	0.11%
WMT	Walmart Inc. Consumer Defensive	Reduced	2,568	-37	$290,851	−10.2%	0.09%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	813	-39	$286,728	+2.3%	0.09%
ELV	Elevance Health, Inc. Healthcare	Held	730	0	$282,312	+32.1%	0.08%
RACE	Ferrari N.V. Consumer Cyclical	Held	745	0	$277,356	+10.0%	0.08%
ETN	Eaton Corp plc Industrials	Held	617	0	$262,916	+19.1%	0.08%
AKRE	Akre Focus ETF	Held	4,872	0	$259,141	+0.6%	0.08%
RSG	Republic Services, Inc. Industrials	Reduced	1,063	-500	$226,504	−33.8%	0.07%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	242	0	$226,383	−6.1%	0.07%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.