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The Analysis of East Coast Asset Management, LLC.'s Holdings & P&L

Currently, East Coast Asset Management, LLC. holds 68 types of securities in its portfolio with a total value $303.4M. In the most recent quarter, they have increased their positions in TSLA (+18.3K shares, valued at $6.8M), VEEV (+9.5K shares, valued at $1.7M), N/A (+617 shares, valued at $220.7K); decreased their positions in N/A (-30.2K shares, valued at $8.6M), META (-7.6K shares, valued at $4.4M), AAPL (-906 shares, valued at $229.9K); initiated new positions in VEEV (+9.5K shares, valued at $1.7M), N/A (+617 shares, valued at $220.7K).

1M P&L

+4.9M+2.28%

3M P&L

-3.5M-1.56%

HY P&L

+7.6M+3.58%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Aerospace & Defense40.8M

18.3%

2Auto Manufacturers37.0M

16.6%

3Credit Services19.5M

8.8%

Top Industries by Stock Count

1N/A11 stocks

18.0%

2Software - Application4 stocks

6.6%

3Aerospace & Defense4 stocks

6.6%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ALPHABET INC ALPHABET INC166.0K shares-15.37%2026-03-312026-05-15

TSLA TESLA INC99.9K shares22.39%2026-03-312026-05-15

PERIMETER SOLUTIONS INC PERIMETER SOLUTIONS INC1.4M shares-0.64%2026-03-312026-05-15

TDG TRANSDIGM GROUP INC23.2K shares-0.52%2026-03-312026-05-15

SATS ECHOSTAR CORP137.2K shares0.00%2026-03-312026-05-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL30.2K shares-1.40%2026-03-312026-05-15

AMZN AMAZON COM INC59.5K shares-1.55%2026-03-312026-05-15

MA MASTERCARD INCORPORATED22.9K shares-1.54%2026-03-312026-05-15

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WWD WOODWARD INC28.7K shares-1.07%2026-03-312026-05-15

AAPL APPLE INC38.7K shares-2.29%2026-03-312026-05-15

META META PLATFORMS INC14.2K shares-34.97%2026-03-312026-05-15

TJX TJX COS INC NEW45.0K shares-1.35%2026-03-312026-05-15

MCO MOODYS CORP13.8K shares-2.85%2026-03-312026-05-15

DE DEERE & CO10.2K shares-0.88%2026-03-312026-05-15

V VISA INC16.0K shares-1.18%2026-03-312026-05-15

SCHW SCHWAB CHARLES CORP44.1K shares-1.93%2026-03-312026-05-15

Sponsored

MKL MARKEL GROUP INC2.1K shares-1.38%2026-03-312026-05-15

SHW SHERWIN WILLIAMS CO10.4K shares-0.88%2026-03-312026-05-15

SPY STATE STR SPDR S&P 500 ETF T5.0K shares0.00%2026-03-312026-05-15

WM WASTE MGMT INC DEL13.3K shares-0.78%2026-03-312026-05-15

MSFT MICROSOFT CORP8.0K shares-3.92%2026-03-312026-05-15

LPX LOUISIANA PAC CORP31.4K shares-2.43%2026-03-312026-05-15

BRK.A BERKSHIRE HATHAWAY INC DEL3 shares0.00%2026-03-312026-05-15

UNP UNION PAC CORP8.2K shares-1.53%2026-03-312026-05-15

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CL COLGATE PALMOLIVE CO20.3K shares-1.58%2026-03-312026-05-15

VEEV VEEVA SYS INC9.5K sharesnew addition2026-03-312026-05-15

ALPHABET INC ALPHABET INC5.4K shares0.00%2026-03-312026-05-15

VOE VANGUARD INDEX FDS7.9K shares0.03%2026-03-312026-05-15

JNJ JOHNSON & JOHNSON5.4K shares-1.29%2026-03-312026-05-15

ADP AUTOMATIC DATA PROCESSING IN6.3K shares-5.32%2026-03-312026-05-15

LH LABCORP HOLDINGS INC4.2K shares-3.21%2026-03-312026-05-15

SYY SYSCO CORP14.7K shares-2.55%2026-03-312026-05-15

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OEF ISHARES TR2.7K shares0.00%2026-03-312026-05-15

PAYX PAYCHEX INC8.5K shares-2.89%2026-03-312026-05-15

BR BROADRIDGE FINL SOLUTIONS IN4.4K shares0.00%2026-03-312026-05-15

DHR DANAHER CORP DEL3.6K shares0.00%2026-03-312026-05-15

IWM ISHARES TR2.5K shares0.00%2026-03-312026-05-15

AMGN AMGEN INC1.6K shares0.00%2026-03-312026-05-15

LMT LOCKHEED MARTIN CORP932 shares0.00%2026-03-312026-05-15

RTX RTX CORPORATION2.8K shares-2.24%2026-03-312026-05-15

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INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II7.2K shares0.00%2026-03-312026-05-15

PG PROCTER & GAMBLE CO3.1K shares0.00%2026-03-312026-05-15

FBTC FIDELITY WISE ORIGIN BITCOIN7.5K shares0.00%2026-03-312026-05-15

CMCSA COMCAST CORP NEW15.3K shares-1.51%2026-03-312026-05-15

AXP AMERICAN EXPRESS CO1.4K shares0.00%2026-03-312026-05-15

IBM INTERNATIONAL BUSINESS MACHS1.8K shares0.00%2026-03-312026-05-15

EWL ISHARES INC7.1K shares0.00%2026-03-312026-05-15

IXJ ISHARES TR4.2K shares0.00%2026-03-312026-05-15

Sponsored

MMM 3M CO2.6K shares0.00%2026-03-312026-05-15

RSG REPUBLIC SVCS INC1.6K shares0.00%2026-03-312026-05-15

WMT WALMART INC2.6K shares-4.58%2026-03-312026-05-15

VANGUARD INDEX FDS VANGUARD INDEX FDS500 shares0.00%2026-03-312026-05-15

HD HOME DEPOT INC852 shares-9.07%2026-03-312026-05-15

INTU INTUIT600 shares0.00%2026-03-312026-05-15

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO4.9K shares-0.35%2026-03-312026-05-15

ADBE ADOBE INC1.1K shares0.00%2026-03-312026-05-15

Sponsored

RACE FERRARI N V745 shares0.00%2026-03-312026-05-15

COST COSTCO WHOLESALE CORPORATION242 shares0.00%2026-03-312026-05-15

VUG VANGUARD INDEX FDS541 shares-8.77%2026-03-312026-05-15

VWO VANGUARD INTL EQUITY INDEX F4.3K shares0.00%2026-03-312026-05-15

PFE PFIZER INC8.1K shares0.00%2026-03-312026-05-15

EATON CORP PLC EATON CORP PLC617 sharesnew addition2026-03-312026-05-15

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.1K shares0.00%2026-03-312026-05-15

IWF ISHARES TR514 shares0.00%2026-03-312026-05-15

Sponsored

JPM JPMORGAN CHASE & CO739 shares-6.93%2026-03-312026-05-15

AMT AMERICAN TOWER CORP1.3K shares0.00%2026-03-312026-05-15

ELV ELEVANCE HEALTH INC FORMERLY730 shares0.00%2026-03-312026-05-15

BSX BOSTON SCIENTIFIC CORP3.3K shares0.00%2026-03-312026-05-15

ALPHABET INC

-15.37%

Shares166.0K

Event2026-03-31

Filed2026-05-15

TSLA

TESLA INC

22.39%

Shares99.9K

Event2026-03-31

Filed2026-05-15

PERIMETER SOLUTIONS INC

-0.64%

Shares1.4M

Event2026-03-31

Filed2026-05-15

TDG

TRANSDIGM GROUP INC

-0.52%

Shares23.2K

Event2026-03-31

Filed2026-05-15

SATS

ECHOSTAR CORP

0.00%

Shares137.2K

Event2026-03-31

Filed2026-05-15

BERKSHIRE HATHAWAY INC DEL

-1.40%

Shares30.2K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

-1.55%

Shares59.5K

Event2026-03-31

Filed2026-05-15

MASTERCARD INCORPORATED

-1.54%

Shares22.9K

Event2026-03-31

Filed2026-05-15

WWD

WOODWARD INC

-1.07%

Shares28.7K

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

-2.29%

Shares38.7K

Event2026-03-31

Filed2026-05-15