13F HOLDINGS REPORT
East Coast Asset Management, LLC.
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001579254-26-000002
Total Value
$340.0M
Positions
69
Other Managers
0
Confidential Omitted
No
Holdings (69)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 196,119 | $61.5M | 18.10% |
| 2 | PERIMETER SOLUTIONS INC | PRM | 1,366,380 | $37.6M | 11.06% |
| 3 | TESLA INC | TSLA | 81,595 | $36.7M | 10.79% |
| 4 | TRANSDIGM GROUP INC | TDG | 23,341 | $31.0M | 9.13% |
| 5 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 30,591 | $15.4M | 4.52% |
| 6 | ECHOSTAR CORP | SATS | 137,244 | $14.9M | 4.39% |
| 7 | META PLATFORMS INC | META | 21,842 | $14.4M | 4.24% |
| 8 | AMAZON COM INC | AMZN | 60,410 | $13.9M | 4.10% |
| 9 | MASTERCARD INCORPORATED | MA | 23,242 | $13.3M | 3.90% |
| 10 | APPLE INC | AAPL | 39,610 | $10.8M | 3.17% |
| 11 | WOODWARD INC | WWD | 29,040 | $8.8M | 2.58% |
| 12 | MOODYS CORP | MCO | 14,235 | $7.3M | 2.14% |
| 13 | TJX COS INC NEW | 872540109 | 45,657 | $7.0M | 2.06% |
| 14 | VISA INC | V | 16,232 | $5.7M | 1.67% |
| 15 | DEERE & CO | DE | 10,242 | $4.8M | 1.40% |
| 16 | MARKEL GROUP INC | MKL | 2,096 | $4.5M | 1.33% |
| 17 | SCHWAB CHARLES CORP | SCHW-PJ | 44,986 | $4.5M | 1.32% |
| 18 | MICROSOFT CORP | MSFT | 8,310 | $4.0M | 1.18% |
| 19 | SPDR S&P 500 ETF TR | SPY | 5,041 | $3.4M | 1.01% |
| 20 | SHERWIN WILLIAMS CO | SHW | 10,468 | $3.4M | 1.00% |
| 21 | WASTE MGMT INC DEL | 94106L109 | 13,424 | $2.9M | 0.87% |
| 22 | LOUISIANA PAC CORP | LPX | 32,208 | $2.6M | 0.76% |
| 23 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 3 | $2.3M | 0.67% |
| 24 | UNION PAC CORP | UNP | 8,320 | $1.9M | 0.57% |
| 25 | CRANE COMPANY | CR | 9,957 | $1.8M | 0.54% |
| 26 | AUTOMATIC DATA PROCESSING IN | ADP | 6,653 | $1.7M | 0.50% |
| 27 | ALPHABET INC | GOOG | 5,397 | $1.7M | 0.50% |
| 28 | COLGATE PALMOLIVE CO | CL | 20,583 | $1.6M | 0.48% |
| 29 | VANGUARD INDEX FDS | 922908512 | 7,900 | $1.4M | 0.41% |
| 30 | JOHNSON & JOHNSON | JNJ | 5,428 | $1.1M | 0.33% |
| 31 | SYSCO CORP | SYY | 15,128 | $1.1M | 0.33% |
| 32 | LABCORP HOLDINGS INC | LH | 4,299 | $1.1M | 0.32% |
| 33 | BROADRIDGE FINL SOLUTIONS IN | 11133T103 | 4,438 | $990,466 | 0.29% |
| 34 | PAYCHEX INC | PAYX | 8,712 | $977,312 | 0.29% |
| 35 | ISHARES TR | 464287101 | 2,746 | $941,796 | 0.28% |
| 36 | DANAHER CORPORATION | 235851102 | 3,578 | $819,200 | 0.24% |
| 37 | ISHARES TR | 464287655 | 2,458 | $605,210 | 0.18% |
| 38 | FIDELITY WISE ORIGIN BITCOIN | FBTC | 7,550 | $575,537 | 0.17% |
| 39 | AMERICAN EXPRESS CO | AXP | 1,442 | $533,468 | 0.16% |
| 40 | AMGEN INC | AMGN | 1,628 | $532,861 | 0.16% |
| 41 | INTERNATIONAL BUSINESS MACHS | INTR | 1,793 | $531,136 | 0.16% |
| 42 | RTX CORPORATION | RTX | 2,859 | $524,366 | 0.15% |
| 43 | INVESCO EXCH TRADED FD TR II | IVZ | 7,191 | $513,601 | 0.15% |
| 44 | COMCAST CORP NEW | CCZ | 15,517 | $463,803 | 0.14% |
| 45 | LOCKHEED MARTIN CORP | LMT | 932 | $450,780 | 0.13% |
| 46 | PROCTER AND GAMBLE CO | 742718109 | 3,107 | $445,363 | 0.13% |
| 47 | ISHARES INC | 464286749 | 7,101 | $425,796 | 0.13% |
| 48 | 3M CO | MMM | 2,584 | $413,784 | 0.12% |
| 49 | ISHARES TR | 464287325 | 4,193 | $408,431 | 0.12% |
| 50 | INTUIT | INTU | 600 | $397,452 | 0.12% |
| 51 | ADOBE INC | ADBE | 1,053 | $368,539 | 0.11% |
| 52 | REPUBLIC SVCS INC | 760759100 | 1,563 | $331,247 | 0.10% |
| 53 | HOME DEPOT INC | HD | 937 | $322,456 | 0.09% |
| 54 | PROFESIONALLY MANAGED PORTFO | 74316P579 | 4,889 | $320,278 | 0.09% |
| 55 | BOSTON SCIENTIFIC CORP | BSX | 3,304 | $315,036 | 0.09% |
| 56 | VANGUARD INDEX FDS | 922908363 | 500 | $313,565 | 0.09% |
| 57 | WALMART INC | WMT | 2,730 | $304,232 | 0.09% |
| 58 | ACCENTURE PLC IRELAND | ACN | 1,106 | $296,740 | 0.09% |
| 59 | VANGUARD INDEX FDS | 922908736 | 593 | $289,301 | 0.09% |
| 60 | FERRARI N V | RACE | 745 | $275,322 | 0.08% |
| 61 | ELEVANCE HEALTH INC FORMERLY | ELV | 730 | $255,902 | 0.08% |
| 62 | JPMORGAN CHASE & CO. | VYLD | 794 | $255,843 | 0.08% |
| 63 | ISHARES TR | 464287614 | 514 | $243,276 | 0.07% |
| 64 | VANGUARD INTL EQUITY INDEX F | 922042858 | 4,337 | $233,157 | 0.07% |
| 65 | DISNEY WALT CO | 254687106 | 1,978 | $225,037 | 0.07% |
| 66 | THERMO FISHER SCIENTIFIC INC | TMO | 380 | $220,191 | 0.06% |
| 67 | AMERICAN TOWER CORP NEW | 03027X100 | 1,253 | $220,045 | 0.06% |
| 68 | COSTCO WHSL CORP NEW | 22160K105 | 242 | $208,686 | 0.06% |
| 69 | PFIZER INC | PFE | 8,141 | $202,711 | 0.06% |