13F HOLDINGS REPORT
East Coast Asset Management, LLC.
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001579254-25-000004
Total Value
$319.2M
Positions
68
Other Managers
0
Confidential Omitted
No
Holdings (68)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 200,218 | $48.8M | 15.28% |
| 2 | PERIMETER SOLUTIONS INC | PRM | 1,573,973 | $35.2M | 11.04% |
| 3 | TRANSDIGM GROUP INC | TDG | 23,387 | $30.8M | 9.66% |
| 4 | META PLATFORMS INC | META | 41,867 | $30.7M | 9.63% |
| 5 | TESLA INC | TSLA | 68,422 | $30.4M | 9.53% |
| 6 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 31,695 | $15.9M | 4.99% |
| 7 | AMAZON COM INC | AMZN | 61,372 | $13.5M | 4.22% |
| 8 | MASTERCARD INCORPORATED | MA | 23,303 | $13.3M | 4.15% |
| 9 | APPLE INC | AAPL | 39,347 | $10.0M | 3.14% |
| 10 | WOODWARD INC | WWD | 29,284 | $7.4M | 2.32% |
| 11 | MOODYS CORP | MCO | 14,369 | $6.8M | 2.15% |
| 12 | TJX COS INC NEW | 872540109 | 46,738 | $6.8M | 2.12% |
| 13 | VISA INC | V | 16,490 | $5.6M | 1.76% |
| 14 | DEERE & CO | DE | 10,260 | $4.7M | 1.47% |
| 15 | SCHWAB CHARLES CORP | SCHW-PJ | 44,892 | $4.3M | 1.34% |
| 16 | MARKEL GROUP INC | MKL | 2,110 | $4.0M | 1.26% |
| 17 | MICROSOFT CORP | MSFT | 7,531 | $3.9M | 1.22% |
| 18 | SHERWIN WILLIAMS CO | SHW | 10,575 | $3.7M | 1.15% |
| 19 | SPDR S&P 500 ETF TR | SPY | 5,206 | $3.5M | 1.09% |
| 20 | WASTE MGMT INC DEL | 94106L109 | 13,646 | $3.0M | 0.94% |
| 21 | LOUISIANA PAC CORP | LPX | 32,844 | $2.9M | 0.91% |
| 22 | CHARTER COMMUNICATIONS INC N | 16119P108 | 9,643 | $2.7M | 0.83% |
| 23 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 3 | $2.3M | 0.71% |
| 24 | UNION PAC CORP | UNP | 8,453 | $2.0M | 0.63% |
| 25 | AUTOMATIC DATA PROCESSING IN | ADP | 6,589 | $1.9M | 0.61% |
| 26 | CRANE COMPANY | CR | 9,957 | $1.8M | 0.57% |
| 27 | COLGATE PALMOLIVE CO | CL | 20,654 | $1.7M | 0.52% |
| 28 | VANGUARD INDEX FDS | 922908512 | 8,349 | $1.5M | 0.46% |
| 29 | ALPHABET INC | GOOG | 5,385 | $1.3M | 0.41% |
| 30 | SYSCO CORP | SYY | 15,566 | $1.3M | 0.40% |
| 31 | LABCORP HOLDINGS INC | LH | 4,312 | $1.2M | 0.39% |
| 32 | PAYCHEX INC | PAYX | 8,712 | $1.1M | 0.35% |
| 33 | JOHNSON & JOHNSON | JNJ | 5,589 | $1.0M | 0.32% |
| 34 | ISHARES TR | 464287101 | 2,746 | $913,979 | 0.29% |
| 35 | BROADRIDGE FINL SOLUTIONS IN | 11133T103 | 3,488 | $830,777 | 0.26% |
| 36 | DANAHER CORPORATION | 235851102 | 3,690 | $731,584 | 0.23% |
| 37 | ISHARES TR | 464287655 | 2,459 | $594,884 | 0.19% |
| 38 | COMCAST CORP NEW | CCZ | 18,573 | $583,560 | 0.18% |
| 39 | RTX CORPORATION | RTX | 3,278 | $548,536 | 0.17% |
| 40 | INVESCO EXCH TRADED FD TR II | IVZ | 7,191 | $528,415 | 0.17% |
| 41 | INTERNATIONAL BUSINESS MACHS | INTR | 1,791 | $505,292 | 0.16% |
| 42 | LOCKHEED MARTIN CORP | LMT | 982 | $490,224 | 0.15% |
| 43 | AMERICAN EXPRESS CO | AXP | 1,442 | $478,975 | 0.15% |
| 44 | PROCTER AND GAMBLE CO | 742718109 | 3,108 | $477,497 | 0.15% |
| 45 | AMGEN INC | AMGN | 1,628 | $459,422 | 0.14% |
| 46 | HOME DEPOT INC | HD | 1,040 | $421,418 | 0.13% |
| 47 | INTUIT | INTU | 600 | $409,746 | 0.13% |
| 48 | 3M CO | MMM | 2,585 | $401,068 | 0.13% |
| 49 | ISHARES INC | 464286749 | 7,101 | $392,278 | 0.12% |
| 50 | ISHARES TR | 464287325 | 4,193 | $371,613 | 0.12% |
| 51 | ADOBE INC | ADBE | 1,053 | $371,446 | 0.12% |
| 52 | FERRARI N V | RACE | 745 | $361,489 | 0.11% |
| 53 | REPUBLIC SVCS INC | 760759100 | 1,563 | $358,677 | 0.11% |
| 54 | BOSTON SCIENTIFIC CORP | BSX | 3,304 | $322,570 | 0.10% |
| 55 | LIBERTY BROADBAND CORP | LBRDP | 4,867 | $309,249 | 0.10% |
| 56 | VANGUARD INDEX FDS | 922908363 | 500 | $306,190 | 0.10% |
| 57 | VANGUARD INDEX FDS | 922908736 | 593 | $284,409 | 0.09% |
| 58 | WALMART INC | WMT | 2,731 | $281,430 | 0.09% |
| 59 | DISNEY WALT CO | 254687106 | 2,438 | $279,151 | 0.09% |
| 60 | JPMORGAN CHASE & CO. | VYLD | 843 | $265,907 | 0.08% |
| 61 | AMERICAN TOWER CORP NEW | 03027X100 | 1,253 | $241,039 | 0.08% |
| 62 | ISHARES TR | 464287614 | 514 | $240,763 | 0.08% |
| 63 | ELEVANCE HEALTH INC FORMERLY | ELV | 730 | $235,878 | 0.07% |
| 64 | VANGUARD INTL EQUITY INDEX F | 922042858 | 4,337 | $234,979 | 0.07% |
| 65 | FIDELITY WISE ORIGIN BITCOIN | FBTC | 2,345 | $234,054 | 0.07% |
| 66 | EATON CORP PLC | ETN | 617 | $230,912 | 0.07% |
| 67 | COSTCO WHSL CORP NEW | 22160K105 | 242 | $224,002 | 0.07% |
| 68 | PFIZER INC | PFE | 8,141 | $207,433 | 0.06% |