13F HOLDINGS REPORT
East Coast Asset Management, LLC.
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001085146-25-003192
Total Value
$282.4M
Positions
69
Other Managers
0
Confidential Omitted
No
Holdings (69)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 228,855 | $35.8M | 12.66% |
| 2 | TRANSDIGM GROUP INC | TDG | 23,677 | $32.8M | 11.60% |
| 3 | META PLATFORMS INC | META | 42,744 | $24.6M | 8.73% |
| 4 | PERIMETER SOLUTIONS INC | PRM | 2,073,910 | $20.9M | 7.40% |
| 5 | BROOKFIELD CORP | 11271J107 | 334,034 | $17.5M | 6.20% |
| 6 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 32,689 | $17.4M | 6.17% |
| 7 | TESLA INC | TSLA | 52,769 | $13.7M | 4.84% |
| 8 | MASTERCARD INCORPORATED | MA | 23,509 | $12.9M | 4.56% |
| 9 | AMAZON COM INC | AMZN | 57,177 | $10.9M | 3.85% |
| 10 | APPLE INC | AAPL | 40,012 | $8.9M | 3.15% |
| 11 | MOODYS CORP | MCO | 14,922 | $6.9M | 2.46% |
| 12 | VISA INC | V | 16,685 | $5.8M | 2.07% |
| 13 | TJX COS INC NEW | 872540109 | 47,272 | $5.8M | 2.04% |
| 14 | WOODWARD INC | WWD | 29,493 | $5.4M | 1.91% |
| 15 | DEERE & CO | DE | 10,221 | $4.8M | 1.70% |
| 16 | CHARTER COMMUNICATIONS INC N | 16119P108 | 11,780 | $4.3M | 1.54% |
| 17 | MARKEL GROUP INC | MKL | 2,164 | $4.0M | 1.43% |
| 18 | SHERWIN WILLIAMS CO | SHW | 10,578 | $3.7M | 1.31% |
| 19 | SCHWAB CHARLES CORP | SCHW-PJ | 44,889 | $3.5M | 1.24% |
| 20 | WASTE MGMT INC DEL | 94106L109 | 13,733 | $3.2M | 1.13% |
| 21 | LOUISIANA PAC CORP | LPX | 33,592 | $3.1M | 1.09% |
| 22 | SPDR S&P 500 ETF TR | SPY | 5,319 | $3.0M | 1.05% |
| 23 | MICROSOFT CORP | MSFT | 7,620 | $2.9M | 1.01% |
| 24 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 3 | $2.4M | 0.85% |
| 25 | AUTOMATIC DATA PROCESSING IN | ADP | 6,621 | $2.0M | 0.72% |
| 26 | UNION PAC CORP | UNP | 8,539 | $2.0M | 0.71% |
| 27 | COLGATE PALMOLIVE CO | CL | 20,579 | $1.9M | 0.68% |
| 28 | CRANE COMPANY | CR | 9,757 | $1.5M | 0.53% |
| 29 | PAYCHEX INC | PAYX | 8,712 | $1.3M | 0.48% |
| 30 | VANGUARD INDEX FDS | 922908512 | 8,347 | $1.3M | 0.47% |
| 31 | SYSCO CORP | SYY | 15,608 | $1.2M | 0.41% |
| 32 | LABCORP HOLDINGS INC | LH | 4,314 | $1.0M | 0.36% |
| 33 | JOHNSON & JOHNSON | JNJ | 5,813 | $963,945 | 0.34% |
| 34 | BROADRIDGE FINL SOLUTIONS IN | 11133T103 | 3,488 | $845,742 | 0.30% |
| 35 | ALPHABET INC | GOOG | 5,465 | $845,108 | 0.30% |
| 36 | DANAHER CORPORATION | 235851102 | 3,689 | $756,223 | 0.27% |
| 37 | ISHARES TR | 464287101 | 2,746 | $743,699 | 0.26% |
| 38 | COMCAST CORP NEW | CCZ | 18,553 | $684,596 | 0.24% |
| 39 | LIBERTY BROADBAND CORP | LBRDP | 6,452 | $548,743 | 0.19% |
| 40 | INVESCO EXCH TRADED FD TR II | IVZ | 7,191 | $537,333 | 0.19% |
| 41 | PROCTER AND GAMBLE CO | 742718109 | 3,108 | $529,613 | 0.19% |
| 42 | AMGEN INC | AMGN | 1,628 | $507,203 | 0.18% |
| 43 | ISHARES TR | 464287655 | 2,482 | $495,056 | 0.18% |
| 44 | INTERNATIONAL BUSINESS MACHS | INTR | 1,785 | $443,980 | 0.16% |
| 45 | LOCKHEED MARTIN CORP | LMT | 982 | $438,669 | 0.16% |
| 46 | RTX CORPORATION | RTX | 3,271 | $433,307 | 0.15% |
| 47 | ISHARES TR | 464287325 | 4,471 | $407,786 | 0.14% |
| 48 | ADOBE INC | ADBE | 1,053 | $403,857 | 0.14% |
| 49 | ISHARES INC | 464286749 | 7,626 | $394,968 | 0.14% |
| 50 | AMERICAN EXPRESS CO | AXP | 1,442 | $387,970 | 0.14% |
| 51 | HOME DEPOT INC | HD | 1,040 | $381,168 | 0.13% |
| 52 | 3M CO | MMM | 2,585 | $379,565 | 0.13% |
| 53 | REPUBLIC SVCS INC | 760759100 | 1,563 | $378,496 | 0.13% |
| 54 | INTUIT | INTU | 600 | $368,394 | 0.13% |
| 55 | PEPSICO INC | PEP | 2,383 | $357,307 | 0.13% |
| 56 | BOSTON SCIENTIFIC CORP | BSX | 3,304 | $333,308 | 0.12% |
| 57 | ELEVANCE HEALTH INC | ELV | 739 | $321,435 | 0.11% |
| 58 | FERRARI N V | RACE | 745 | $318,771 | 0.11% |
| 59 | WALMART INC | WMT | 3,338 | $293,020 | 0.10% |
| 60 | CLOROX CO DEL | CLX | 1,965 | $289,346 | 0.10% |
| 61 | AMERICAN TOWER CORP NEW | 03027X100 | 1,253 | $272,722 | 0.10% |
| 62 | JPMORGAN CHASE & CO. | VYLD | 1,100 | $269,830 | 0.10% |
| 63 | VANGUARD INDEX FDS | 922908363 | 500 | $256,955 | 0.09% |
| 64 | DISNEY WALT CO | 254687106 | 2,464 | $243,197 | 0.09% |
| 65 | ACCENTURE PLC IRELAND | ACN | 737 | $229,973 | 0.08% |
| 66 | COSTCO WHSL CORP NEW | 22160K105 | 242 | $228,879 | 0.08% |
| 67 | PFIZER INC | PFE | 8,741 | $221,497 | 0.08% |
| 68 | VANGUARD INDEX FDS | 922908736 | 593 | $219,896 | 0.08% |
| 69 | THERMO FISHER SCIENTIFIC INC | TMO | 404 | $201,030 | 0.07% |