13F HOLDINGS REPORT
East Coast Asset Management, LLC.
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001085146-25-005068
Total Value
$301.4M
Positions
69
Other Managers
0
Confidential Omitted
No
Holdings (69)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 213,322 | $37.8M | 12.55% |
| 2 | TRANSDIGM GROUP INC | TDG | 23,628 | $35.9M | 11.92% |
| 3 | META PLATFORMS INC | META | 42,771 | $31.6M | 10.47% |
| 4 | PERIMETER SOLUTIONS INC | PRM | 2,071,820 | $28.8M | 9.57% |
| 5 | TESLA INC | TSLA | 59,379 | $18.9M | 6.26% |
| 6 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 32,607 | $15.8M | 5.26% |
| 7 | AMAZON COM INC | AMZN | 62,895 | $13.8M | 4.58% |
| 8 | MASTERCARD INCORPORATED | MA | 23,443 | $13.2M | 4.37% |
| 9 | APPLE INC | AAPL | 39,833 | $8.2M | 2.71% |
| 10 | MOODYS CORP | MCO | 14,936 | $7.5M | 2.49% |
| 11 | WOODWARD INC | WWD | 29,469 | $7.2M | 2.40% |
| 12 | VISA INC | V | 16,681 | $5.9M | 1.96% |
| 13 | TJX COS INC NEW | 872540109 | 47,099 | $5.8M | 1.93% |
| 14 | BROOKFIELD CORP | 11271J107 | 85,336 | $5.3M | 1.75% |
| 15 | DEERE & CO | DE | 10,239 | $5.2M | 1.73% |
| 16 | MARKEL GROUP INC | MKL | 2,170 | $4.3M | 1.44% |
| 17 | CHARTER COMMUNICATIONS INC N | 16119P108 | 10,219 | $4.2M | 1.39% |
| 18 | SCHWAB CHARLES CORP | SCHW-PJ | 44,916 | $4.1M | 1.36% |
| 19 | MICROSOFT CORP | MSFT | 7,620 | $3.8M | 1.26% |
| 20 | SHERWIN WILLIAMS CO | SHW | 10,584 | $3.6M | 1.21% |
| 21 | SPDR S&P 500 ETF TR | SPY | 5,206 | $3.2M | 1.07% |
| 22 | WASTE MGMT INC DEL | 94106L109 | 13,705 | $3.1M | 1.04% |
| 23 | LOUISIANA PAC CORP | LPX | 33,623 | $2.9M | 0.96% |
| 24 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 3 | $2.2M | 0.73% |
| 25 | AUTOMATIC DATA PROCESSING IN | ADP | 6,633 | $2.0M | 0.68% |
| 26 | UNION PAC CORP | UNP | 8,481 | $2.0M | 0.65% |
| 27 | COLGATE PALMOLIVE CO | CL | 20,616 | $1.9M | 0.62% |
| 28 | CRANE COMPANY | CR | 9,757 | $1.9M | 0.61% |
| 29 | VANGUARD INDEX FDS | 922908512 | 8,347 | $1.4M | 0.46% |
| 30 | PAYCHEX INC | PAYX | 8,712 | $1.3M | 0.42% |
| 31 | SYSCO CORP | SYY | 15,624 | $1.2M | 0.39% |
| 32 | LABCORP HOLDINGS INC | LH | 4,316 | $1.1M | 0.38% |
| 33 | ALPHABET INC | GOOG | 5,450 | $960,454 | 0.32% |
| 34 | JOHNSON & JOHNSON | JNJ | 5,604 | $855,935 | 0.28% |
| 35 | BROADRIDGE FINL SOLUTIONS IN | 11133T103 | 3,488 | $847,730 | 0.28% |
| 36 | ISHARES TR | 464287101 | 2,746 | $835,745 | 0.28% |
| 37 | DANAHER CORPORATION | 235851102 | 3,689 | $728,818 | 0.24% |
| 38 | COMCAST CORP NEW | CCZ | 18,563 | $662,509 | 0.22% |
| 39 | LIBERTY BROADBAND CORP | LBRDP | 5,737 | $564,406 | 0.19% |
| 40 | ISHARES TR | 464287655 | 2,482 | $535,506 | 0.18% |
| 41 | INTERNATIONAL BUSINESS MACHS | INTR | 1,788 | $527,082 | 0.17% |
| 42 | INVESCO EXCH TRADED FD TR II | IVZ | 7,191 | $523,669 | 0.17% |
| 43 | PROCTER AND GAMBLE CO | 742718109 | 3,108 | $495,118 | 0.16% |
| 44 | RTX CORPORATION | RTX | 3,275 | $478,201 | 0.16% |
| 45 | INTUIT | INTU | 600 | $472,578 | 0.16% |
| 46 | AMERICAN EXPRESS CO | AXP | 1,442 | $459,969 | 0.15% |
| 47 | LOCKHEED MARTIN CORP | LMT | 982 | $454,803 | 0.15% |
| 48 | AMGEN INC | AMGN | 1,628 | $454,554 | 0.15% |
| 49 | ADOBE INC | ADBE | 1,053 | $407,385 | 0.14% |
| 50 | 3M CO | MMM | 2,585 | $393,469 | 0.13% |
| 51 | ISHARES INC | 464286749 | 7,101 | $389,224 | 0.13% |
| 52 | REPUBLIC SVCS INC | 760759100 | 1,563 | $385,451 | 0.13% |
| 53 | ISHARES TR | 464287325 | 4,471 | $384,937 | 0.13% |
| 54 | HOME DEPOT INC | HD | 1,040 | $381,324 | 0.13% |
| 55 | FERRARI N V | RACE | 745 | $365,601 | 0.12% |
| 56 | BOSTON SCIENTIFIC CORP | BSX | 3,304 | $354,883 | 0.12% |
| 57 | WALMART INC | WMT | 3,338 | $326,364 | 0.11% |
| 58 | JPMORGAN CHASE & CO. | VYLD | 1,100 | $318,901 | 0.11% |
| 59 | DISNEY WALT CO | 254687106 | 2,438 | $302,336 | 0.10% |
| 60 | VANGUARD INDEX FDS | 922908363 | 500 | $284,015 | 0.09% |
| 61 | ELEVANCE HEALTH INC | ELV | 730 | $283,941 | 0.09% |
| 62 | AMERICAN TOWER CORP NEW | 03027X100 | 1,253 | $277,009 | 0.09% |
| 63 | VANGUARD INDEX FDS | 922908736 | 593 | $259,971 | 0.09% |
| 64 | COSTCO WHSL CORP NEW | 22160K105 | 242 | $239,565 | 0.08% |
| 65 | ACCENTURE PLC IRELAND | ACN | 737 | $220,282 | 0.07% |
| 66 | EATON CORP PLC | ETN | 617 | $220,263 | 0.07% |
| 67 | ISHARES TR | 464287614 | 514 | $218,234 | 0.07% |
| 68 | CARRIER GLOBAL CORPORATION | CARR | 2,940 | $215,153 | 0.07% |
| 69 | VANGUARD INTL EQUITY INDEX F | 922042858 | 4,337 | $214,508 | 0.07% |