East Coast Asset Management, LLC.

Registered adviser

CIK

1579254

Location

ESSEX, MA

Portfolio Value

Small $338,598,989

Diversification

Diversified

Filing Date

Global Rank

#4,733 / 8,814 ▼ 318

Top Industry

Internet Content & Information 19.4%

Period ended 4 months ago

Filed Aug 14, 2026 · 2mo

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 147910

Roster of Oct 1, 2026

Regulatory AUM

$1,006,114,321

Main clients

Diversified

Private funds

1 fund · Hedge funds

Focus by fund count, roster of Oct 1, 2026

$121,664,716 gross assets

LEI

254900PW0HJJ7WOUVA09

Private funds on Schedule D 7.B.(1)

As filed Apr 15, 2024; SEC's bulk Form ADV archive ends with 2024 filings.

$71,563,193 gross assets in 1 fund Hedge funds $71,563,193 (1)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$1,006,114,321	Diversified
Apr 2025 to Mar 2026	$750,210,530	Diversified
Apr 2024 to Mar 2025	$615,686,680	Diversified
May 2023 to Mar 2024	$513,359,593	Diversified
Apr 2023	$513,359,593	Diversified
Apr 2022 to Mar 2023	$780,613,901	Other (53%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 76.3% of the book (60%+)

Turnover

Low turnover

14.2% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 19.3 quarters (12+), a floor since 59.0% of the book was already held when coverage starts

Closest benchmark: the S&P 500 as of 2026-06-30, active share 75.9%; sector active share 48.9% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

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

Top Position

17.2%

+0.9 pts

Top 5

56.6%

+2.5 pts

Top 10

76.3%

+2.3 pts

HHI

819

Diversified+53

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Communication Services	24.6%	$83,448,362	5
Consumer Cyclical	19.7%	$66,667,639	6
Industrials	17.7%	$60,079,701	12
Financial Services	14.1%	$47,720,900	8
Basic Materials	12.5%	$42,330,737	2
Technology	4.9%	$16,478,207	7
Unclassified	3.1%	$10,428,375	15
Healthcare	2.2%	$7,399,395	6
Consumer Defensive	1.1%	$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

9 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
VUG	VANGUARD GROWTH INDEX FUND	+2,705	3,246	$279,610
IWF	iShares Russell 1000 Growth ETF	+1,542	2,056	$255,293
TDG	TransDigm Group INC	+789	24,009	$31,980,948
PG	PROCTER & GAMBLE Co	+1	3,108	$455,757
DHR	Danaher Corp	+1	3,579	$681,727
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
GOOG	Alphabet Inc.	−6,441	159,525	$56,364,968
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	28,980	$14,501,302
MSFT	Microsoft Corp	−1,180	6,804	$2,538,028
TJX	Tjx Companies Inc	−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	−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
SPLV	Invesco S&P 500 Low Volatility ETF	−304	6,887	$515,836
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
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
SPCX	Space Exploration Technologies Corp	2,915	$498,056
IJR	iShares Core S&P Small-Cap ETF	1,528	$226,617
VTV	VANGUARD VALUE INDEX FUND	1,002	$218,365
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

67 tracked positions · $338,598,989 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 67 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
GOOG	Alphabet Inc. Communication Services	Reduced	159,525	-6,441	$56,364,968	+18.4%	26+	before history	16.65%
TSLA	Tesla, Inc. Consumer Cyclical	Added	102,906	+3,044	$43,282,263	+16.6%	9	$329.48	12.78%
PRM	Perimeter Solutions, Inc. Basic Materials	Reduced	1,090,264	-267,319	$38,867,911	+17.2%	7	$13.00	11.48%
TDG	TransDigm Group INC Industrials	Added	24,009	+789	$31,980,948	+18.8%	26+	before history	9.45%
ECHO	EchoStar CORP Communication Services	Added	190,609	+53,365	$19,346,813	+20.4%	3	$92.86	5.71%
AMZN	Amazon Com Inc Consumer Cyclical	Added	66,992	+7,518	$15,966,873	+28.9%	26+	before history	4.72%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	28,980	-1,183	$14,501,302	+0.3%	26+	before history	4.28%
WWD	Woodward, Inc. Industrials	Reduced	28,243	-486	$12,015,701	+16.9%	25	$66.34	3.55%
MA	Mastercard Inc Financial Services	Reduced	21,879	-1,004	$11,237,054	−1.7%	26+	before history	3.32%
AAPL	Apple Inc. Technology	Reduced	36,936	-1,768	$10,687,800	+8.8%	26+	before history	3.16%
TJX	Tjx Companies Inc Consumer Cyclical	Reduced	43,911	-1,131	$6,652,516	−7.5%	26+	before history	1.96%
DE	Deere & Co Industrials	Reduced	9,888	-264	$6,272,255	+9.7%	26+	before history	1.85%
MCO	Moodys Corp Financial Services	Reduced	13,295	-535	$6,021,571	−0.2%	26+	before history	1.78%
META	Meta Platforms, Inc. Communication Services	Reduced	9,754	-4,450	$5,494,330	−32.4%	25	$268.20	1.62%
V	Visa Inc. Financial Services	Reduced	15,462	-578	$5,304,857	+9.4%	26+	before history	1.57%
SCHW	Schwab Charles Corp Financial Services	Reduced	43,501	-618	$4,013,837	−3.2%	26+	before history	1.19%
MKL	Markel Group Inc. Financial Services	Reduced	2,001	-66	$3,907,973	−1.2%	10	$1,467.41	1.15%
SPY	Spdr S&P 500 ETF Trust	Reduced	4,793	-248	$3,579,268	+9.2%	26+	before history	1.06%
SHW	Sherwin Williams Co Basic Materials	Reduced	10,057	-319	$3,462,826	+4.1%	14	$229.27	1.02%
VEEV	Veeva Systems Inc Healthcare	Added	19,483	+10,003	$3,457,648	+107.6%	2	$180.27	1.02%
WM	Waste Management Inc Industrials	Reduced	13,035	-284	$2,905,240	−5.1%	26+	before history	0.86%
MSFT	Microsoft Corp Technology	Reduced	6,804	-1,180	$2,538,028	−14.1%	26+	before history	0.75%
LPX	Louisiana-Pacific Corp Industrials	Reduced	29,748	-1,677	$2,339,977	+2.4%	12	$65.70	0.69%
BRK-A	Berkshire Hathaway Inc Financial Services	Held	3	0	$2,246,550	+4.3%	26+	before history	0.66%
UNP	Union Pacific Corp Industrials	Reduced	7,969	-224	$2,167,568	+9.0%	26+	before history	0.64%
GOOGL	Alphabet Inc. Communication Services	Reduced	5,237	-160	$1,871,546	+20.6%	26+	before history	0.55%
CL	Colgate Palmolive Co Consumer Defensive	Reduced	18,204	-2,054	$1,668,942	−3.3%	26+	before history	0.49%
VOE	VANGUARD MID-CAP VALUE INDEX FUND	Reduced	7,756	-146	$1,532,585	+5.2%	26+	before history	0.45%
JNJ	Johnson & Johnson Healthcare	Reduced	5,075	-283	$1,288,897	−1.6%	26+	before history	0.38%
ADP	Automatic Data Processing Inc Technology	Reduced	5,596	-703	$1,253,224	−2.1%	26+	before history	0.37%
SYY	Sysco Corp Consumer Defensive	Reduced	14,343	-399	$1,198,787	+14.0%	26+	before history	0.35%
LH	Labcorp Holdings Inc. Healthcare	Reduced	3,926	-235	$1,099,280	−1.0%	9	$203.44	0.32%
OEF	iShares S&P 100 ETF	Held	2,746	0	$1,004,679	—	26+	before history	0.30%
PAYX	Paychex Inc Technology	Reduced	8,324	-136	$818,498	+5.0%	26+	before history	0.24%
IWM	iShares Russell 2000 ETF	Reduced	2,440	-18	$733,098	—	26+	before history	0.22%
DHR	Danaher Corp Healthcare	Added	3,579	+1	$681,727	+0.5%	26+	before history	0.20%
AMGN	Amgen Inc Healthcare	Held	1,628	0	$589,531	+2.9%	26+	before history	0.17%
RTX	RTX Corp Industrials	Reduced	2,766	-29	$524,793	−2.7%	25	unpriced	0.15%
SPLV	Invesco S&P 500 Low Volatility ETF	Reduced	6,887	-304	$515,836	−1.9%	15	unpriced	0.15%
IBM	International Business Machines Corp Technology	Held	1,793	0	$504,209	+16.0%	26+	before history	0.15%
SPCX	Space Exploration Technologies Corp Industrials	NEW	2,915	NEW	$498,056	NEW	1	unpriced	0.15%
AXP	American Express Co Financial Services	Held	1,442	0	$487,756	+11.8%	15	$148.17	0.14%
LMT	Lockheed Martin Corp Industrials	Held	932	0	$474,816	−15.7%	26+	before history	0.14%
BR	Broadridge Financial Solutions, Inc. Technology	Reduced	3,363	-1,075	$460,562	−36.1%	26+	before history	0.14%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	3,108	+1	$455,757	+1.6%	26+	before history	0.13%
EWL	iShares MSCI Switzerland ETF	Held	7,101	0	$446,297	+6.9%	26+	before history	0.13%
MMM	3M Co Industrials	Reduced	2,538	-46	$410,927	+9.5%	26+	before history	0.12%
IXJ	iShares Global Healthcare ETF	Reduced	3,963	-230	$389,879	—	26+	before history	0.12%
FBTC	Fidelity Wise Origin Bitcoin Fund	Held	7,550	0	$385,427	−13.5%	4	$91.19	0.11%
CMCSA	Comcast Corp Communication Services	Reduced	15,100	-182	$370,705	−15.5%	26+	before history	0.11%

Showing the top 50 of 67 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.