East Coast Asset Management, LLC.

CIK

1579254

Location

ESSEX, MA

Portfolio Value

Small $248,157,209

Diversification

Diversified

Filing Date

Global Rank

#3,780 / 8,605 ▼ 89 · as of Mar 2026

Top Industry

Aerospace & Defense 15.7%

3Y Alpha vs SPY

+3.8%

Period ended 3 months ago

Filed May 15, 2026 · 56d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+89.1%

SPY

+75.5%

Annualised alpha

+3.0%

Max drawdown

−18.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

55 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

15.0%

+1.1 pts

Top 5

51.5%

+1.3 pts

Top 10

72.4%

−0.3 pts

HHI

725

Diversified+10

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Consumer Cyclical	23.1%	$57,235,913	5
Industrials	21.1%	$52,287,611	11
Financial Services	18.3%	$45,525,339	8
Basic Materials	14.7%	$36,478,202	2
Communication Services	10.6%	$26,184,396	4
Technology	6.7%	$16,727,680	9
Healthcare	2.4%	$5,985,992	8
Consumer Defensive	1.5%	$3,791,795	5
Unclassified	1.5%	$3,724,039	2
Real Estate	0.1%	$216,242	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
TSLA	Tesla, Inc.	+18,267	99,862	$37,123,698
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
PRM	Perimeter Solutions, Inc.	−8,797	1,357,583	$33,152,176
META	Meta Platforms, Inc.	−7,638	14,204	$8,126,534
AMZN	Amazon Com Inc	−936	59,474	$12,386,649
AAPL	Apple Inc.	−906	38,704	$9,822,688
SCHW	Schwab Charles Corp	−867	44,119	$4,146,303
LPX	Louisiana-Pacific Corp	−783	31,425	$2,286,168
TJX	Tjx Companies Inc /De/	−615	45,042	$7,193,207
BRK-B	Berkshire Hathaway Inc	−428	30,163	$14,454,109
MCO	Moodys Corp /De/	−405	13,830	$6,033,337
SYY	Sysco Corp	−386	14,742	$1,051,546
MA	Mastercard Inc	−359	22,883	$11,433,719
ADP	Automatic Data Processing Inc	−354	6,299	$1,279,830
MSFT	Microsoft Corp	−326	7,984	$2,955,437
CL	Colgate Palmolive Co	−325	20,258	$1,726,589
WWD	Woodward, Inc.	−311	28,729	$10,282,683
PAYX	Paychex Inc	−252	8,460	$779,335
CMCSA	Comcast Corp	−235	15,282	$438,746
V	Visa Inc.	−192	16,040	$4,847,929
LH	Labcorp Holdings Inc.	−138	4,161	$1,110,196
UNP	Union Pacific Corp	−127	8,193	$1,987,785
WMT	Walmart Inc.	−125	2,605	$323,749
TDG	TransDigm Group INC	−121	23,220	$26,911,051
WM	Waste Management Inc	−105	13,319	$3,060,573
SHW	Sherwin Williams Co	−92	10,376	$3,326,026
DE	Deere & Co	−90	10,152	$5,718,621
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
VEEV	Veeva Systems Inc	9,480	$1,665,256
ETN	Eaton Corp plc	617	$220,682
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
CR	Crane Co	9,957	$1,836,369
DIS	Walt Disney Co	1,978	$225,037
TMO	Thermo Fisher Scientific Inc.	380	$220,191
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

55 positions · $248,157,209 total · as of Mar 31, 2026

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

Showing 1–50 of 55 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
TSLA	Tesla, Inc. Consumer Cyclical	Added	99,862	+18,267	$37,123,698	+1.2%	14.96%
PRM	Perimeter Solutions, Inc. Basic Materials	Reduced	1,357,583	-8,797	$33,152,176	−11.9%	13.36%
TDG	TransDigm Group INC Industrials	Reduced	23,220	-121	$26,911,051	−13.3%	10.84%
ECHO	EchoStar CORP Communication Services	Held	137,244	0	$16,067,155	+7.7%	6.47%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	30,163	-428	$14,454,109	−6.0%	5.82%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	59,474	-936	$12,386,649	−11.2%	4.99%
MA	Mastercard Inc Financial Services	Reduced	22,883	-359	$11,433,719	−13.8%	4.61%
WWD	Woodward, Inc. Industrials	Reduced	28,729	-311	$10,282,683	+17.1%	4.14%
AAPL	Apple Inc. Technology	Reduced	38,704	-906	$9,822,688	−8.8%	3.96%
META	Meta Platforms, Inc. Communication Services	Reduced	14,204	-7,638	$8,126,534	−43.6%	3.27%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	45,042	-615	$7,193,207	+2.6%	2.90%
MCO	Moodys Corp /De/ Financial Services	Reduced	13,830	-405	$6,033,337	−17.0%	2.43%
DE	Deere & Co Industrials	Reduced	10,152	-90	$5,718,621	+19.9%	2.30%
V	Visa Inc. Financial Services	Reduced	16,040	-192	$4,847,929	−14.8%	1.95%
SCHW	Schwab Charles Corp Financial Services	Reduced	44,119	-867	$4,146,303	−7.7%	1.67%
MKL	Markel Group Inc. Financial Services	Reduced	2,067	-29	$3,956,382	−12.2%	1.59%
SHW	Sherwin Williams Co Basic Materials	Reduced	10,376	-92	$3,326,026	−1.9%	1.34%
SPY	Spdr S&P 500 ETF Trust	Held	5,041	0	$3,278,363	−4.6%	1.32%
WM	Waste Management Inc Industrials	Reduced	13,319	-105	$3,060,573	+3.8%	1.23%
MSFT	Microsoft Corp Technology	Reduced	7,984	-326	$2,955,437	−26.5%	1.19%
LPX	Louisiana-Pacific Corp Industrials	Reduced	31,425	-783	$2,286,168	−12.1%	0.92%
UNP	Union Pacific Corp Industrials	Reduced	8,193	-127	$1,987,785	+3.3%	0.80%
CL	Colgate Palmolive Co Consumer Defensive	Reduced	20,258	-325	$1,726,589	+6.2%	0.70%
VEEV	Veeva Systems Inc Healthcare	NEW	9,480	NEW	$1,665,256	NEW	0.67%
GOOGL	Alphabet Inc. Communication Services	Held	5,397	0	$1,551,961	−8.1%	0.63%
JNJ	Johnson & Johnson Healthcare	Reduced	5,358	-70	$1,309,709	+16.6%	0.53%
ADP	Automatic Data Processing Inc Technology	Reduced	6,299	-354	$1,279,830	−25.2%	0.52%
LH	Labcorp Holdings Inc. Healthcare	Reduced	4,161	-138	$1,110,196	+2.9%	0.45%
SYY	Sysco Corp Consumer Defensive	Reduced	14,742	-386	$1,051,546	−5.7%	0.42%
PAYX	Paychex Inc Technology	Reduced	8,460	-252	$779,335	−20.3%	0.31%
BR	Broadridge Financial Solutions, Inc. Technology	Held	4,438	0	$721,086	−27.2%	0.29%
DHR	Danaher Corp /De/ Healthcare	Held	3,578	0	$678,388	−17.2%	0.27%
AMGN	Amgen Inc Healthcare	Held	1,628	0	$572,811	+7.5%	0.23%
LMT	Lockheed Martin Corp Industrials	Held	932	0	$563,291	+25.0%	0.23%
RTX	RTX Corp Industrials	Reduced	2,795	-64	$539,155	+2.8%	0.22%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	3,107	0	$448,775	+0.8%	0.18%
FBTC	Fidelity Wise Origin Bitcoin Fund	Held	7,550	0	$445,676	−22.6%	0.18%
CMCSA	Comcast Corp Communication Services	Reduced	15,282	-235	$438,746	+0.9%	0.18%
AXP	American Express Co Financial Services	Held	1,442	0	$436,176	−18.2%	0.18%
IBM	International Business Machines Corp Technology	Held	1,793	0	$434,605	−18.2%	0.18%
MMM	3M Co Industrials	Held	2,584	0	$375,274	−9.3%	0.15%
RSG	Republic Services, Inc. Industrials	Held	1,563	0	$342,328	+3.3%	0.14%
WMT	Walmart Inc. Consumer Defensive	Reduced	2,605	-125	$323,749	+6.4%	0.13%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	852	-85	$280,214	−13.1%	0.11%
INTU	Intuit Inc. Technology	Held	600	0	$259,428	−34.7%	0.10%
ADBE	Adobe Inc. Technology	Held	1,053	0	$255,963	−30.5%	0.10%
RACE	Ferrari N.V. Consumer Cyclical	Held	745	0	$252,145	−8.4%	0.10%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	242	0	$241,136	+15.5%	0.10%
PFE	Pfizer Inc Healthcare	Held	8,141	0	$228,599	+12.8%	0.09%
ETN	Eaton Corp plc Industrials	NEW	617	NEW	$220,682	NEW	0.09%