East Coast Asset Management, LLC.

ESSEX, MA · CIK 1579254 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2008 · limited liability company

Assets managed$1.0bn
Staff9 · 5 in investment roles
Main clients (by assets)High net worth individuals 36%, Private funds 12%, Individuals 3%
Private funds1 (1 hedge) · $121.7m gross assets
Websiteeastcoastasset.com
Form ADV · 2026-06-01SEC adviser record

Legal entityEAST COAST ASSET MANAGEMENT, INC. (US)

Kindhedge funds
Others nearbyEssex, MA, Aspen, CO

As an employer

Offices in1 country
Private fundshedge 1

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Essex, MA (main office)United States	United States	about 4
Aspen, COUnited States	United States	1

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$338.6m reported value +11.6% vs Q1 2026

67positions

75.1%in top 10

4 new 7 added 37 reduced 5 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ALPHABET INC CAP STK CL C GOOG	GOOG	159,525	$56.4m16.65%	16.65%	Reduced -6.4k	-6,441 -3.9%
2	TESLA INC COM TSLA	TSLA	102,906	$43.3m12.78%	12.78%	Added +3.0k	+3,044 3.0%
3	PERIMETER SOLUTIONS INC COMMON STOCK PRM	PRM	1,090,264	$38.9m11.48%	11.48%	Reduced -267.3k	-267,319 -19.7%
4	TRANSDIGM GROUP INC COM TDG	TDG	24,009	$32.0m9.45%	9.45%	Added +789	+789 3.4%
5	ECHOSTAR CORP CL A ECHO	ECHO	190,609	$19.3m5.71%	5.71%	Added +53.4k	+53,365 38.9%
6	AMAZON COM INC COM AMZN	AMZN	66,992	$16.0m4.72%	4.72%	Added +7.5k	+7,518 12.6%
7	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	28,980	$14.5m4.28%	4.28%	Reduced -1.2k	-1,183 -3.9%
8	WOODWARD INC COM WWD	WWD	28,243	$12.0m3.55%	3.55%	Reduced -486	-486 -1.7%
9	MASTERCARD INCORPORATED CL A MA	MA	21,879	$11.2m3.32%	3.32%	Reduced -1.0k	-1,004 -4.4%
10	APPLE INC COM AAPL	AAPL	36,936	$10.7m3.16%	3.16%	Reduced -1.8k	-1,768 -4.6%
11	TJX COS INC NEW COM TJX	TJX	43,911	$6.7m1.96%	1.96%	Reduced -1.1k	-1,131 -2.5%
12	DEERE & CO COM DE	DE	9,888	$6.3m1.85%	1.85%	Reduced -264	-264 -2.6%
13	MOODYS CORP COM MCO	MCO	13,295	$6.0m1.78%	1.78%	Reduced -535	-535 -3.9%
14	META PLATFORMS INC CL A META	META	9,754	$5.5m1.62%	1.62%	Reduced -4.5k	-4,450 -31.3%
15	VISA INC COM CL A V	V	15,462	$5.3m1.57%	1.57%	Reduced -578	-578 -3.6%
16	SCHWAB CHARLES CORP COM SCHW	SCHW	43,501	$4.0m1.19%	1.19%	Reduced -618	-618 -1.4%
17	MARKEL GROUP INC COM MKL	MKL	2,001	$3.9m1.15%	1.15%	Reduced -66	-66 -3.2%
18	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	4,793	$3.6m1.06%	1.06%	Reduced -248	-248 -4.9%
19	SHERWIN WILLIAMS CO COM SHW	SHW	10,057	$3.5m1.02%	1.02%	Reduced -319	-319 -3.1%
20	VEEVA SYS INC CL A COM VEEV	VEEV	19,483	$3.5m1.02%	1.02%	Added +10.0k	+10,003 105.5%
21	WASTE MGMT INC DEL COM WM	WM	13,035	$2.9m0.86%	0.86%	Reduced -284	-284 -2.1%
22	MICROSOFT CORP COM MSFT	MSFT	6,804	$2.5m0.75%	0.75%	Reduced -1.2k	-1,180 -14.8%
23	LOUISIANA PAC CORP COM LPX	LPX	29,748	$2.3m0.69%	0.69%	Reduced -1.7k	-1,677 -5.3%
24	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	3	$2.2m0.66%	0.66%	Unchanged
25	UNION PAC CORP COM UNP	UNP	7,969	$2.2m0.64%	0.64%	Reduced -224	-224 -2.7%
26	ALPHABET INC CAP STK CL A GOOGL	GOOGL	5,237	$1.9m0.55%	0.55%	Reduced -160	-160 -3.0%
27	COLGATE PALMOLIVE CO COM CL	CL	18,204	$1.7m0.49%	0.49%	Reduced -2.1k	-2,054 -10.1%
28	VANGUARD INDEX FDS MCAP VL IDXVIP VOE	VOE	7,756	$1.5m0.45%	0.45%	Reduced -146	-146 -1.9%
29	JOHNSON & JOHNSON COM JNJ	JNJ	5,075	$1.3m0.38%	0.38%	Reduced -283	-283 -5.3%
30	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	5,596	$1.3m0.37%	0.37%	Reduced -703	-703 -11.2%
31	SYSCO CORP COM SYY	SYY	14,343	$1.2m0.35%	0.35%	Reduced -399	-399 -2.7%
32	LABCORP HOLDINGS INC COM SHS LH	LH	3,926	$1.1m0.32%	0.32%	Reduced -235	-235 -5.7%
33	ISHARES TR S&P 100 ETF OEF	OEF	2,746	$1.0m0.30%	0.30%	Unchanged
34	PAYCHEX INC COM PAYX	PAYX	8,324	$818.5k0.24%	0.24%	Reduced -136	-136 -1.6%
35	ISHARES TR RUSSELL 2000 ETF IWM	IWM	2,440	$733.0k0.22%	0.22%	Reduced -18	-18 -0.7%
36	DANAHER CORPORATION COM DHR	DHR	3,579	$681.6k0.20%	0.20%	Added +1	+1 0.0%
37	AMGEN INC COM AMGN	AMGN	1,628	$589.5k0.17%	0.17%	Unchanged
38	RTX CORPORATION COM RTX	RTX	2,766	$524.8k0.15%	0.15%	Reduced -29	-29 -1.0%
39	INVESCO EXCH TRADED FD TR II S&P500 LOW VOL SPLV	SPLV	6,887	$515.9k0.15%	0.15%	Reduced -304	-304 -4.2%
40	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	1,793	$504.2k0.15%	0.15%	Unchanged
41	SPACE EXPLORATION TECHN CORP CLASS A COM STK SPCX	SPCX	2,915	$498.1k0.15%	0.15%	New
42	AMERICAN EXPRESS CO COM AXP	AXP	1,442	$487.8k0.14%	0.14%	Unchanged
43	LOCKHEED MARTIN CORP COM LMT	LMT	932	$474.8k0.14%	0.14%	Unchanged
44	BROADRIDGE FINL SOLUTIONS IN COM BR	BR	3,363	$460.6k0.14%	0.14%	Reduced -1.1k	-1,075 -24.2%
45	PROCTER AND GAMBLE CO COM PG	PG	3,108	$455.7k0.13%	0.13%	Added +1	+1 0.0%
46	ISHARES INC MSCI SWITZERLAND EWL	EWL	7,101	$446.3k0.13%	0.13%	Unchanged
47	3M CO COM MMM	MMM	2,538	$410.9k0.12%	0.12%	Reduced -46	-46 -1.8%
48	ISHARES TR GLOB HLTHCRE ETF IXJ	IXJ	3,963	$389.9k0.12%	0.12%	Reduced -230	-230 -5.5%
49	FIDELITY WISE ORIGIN BITCOIN SHS FBTC	FBTC	7,550	$385.4k0.11%	0.11%	Unchanged
50	COMCAST CORP NEW CL A CMCSA	CMCSA	15,100	$370.7k0.11%	0.11%	Reduced -182	-182 -1.2%
51	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	500	$343.4k0.10%	0.10%	Unchanged
52	WALMART INC COM WMT	WMT	2,568	$290.9k0.09%	0.09%	Reduced -37	-37 -1.4%
53	HOME DEPOT INC COM HD	HD	813	$286.7k0.08%	0.08%	Reduced -39	-39 -4.6%
54	ELEVANCE HEALTH INC COM ELV	ELV	730	$282.3k0.08%	0.08%	Unchanged
55	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	3,246	$279.6k0.08%	0.08%	Unchanged
56	FERRARI N V COM RACE	RACE	745	$277.4k0.08%	0.08%	Unchanged
57	EATON CORP PLC SHS ETN	ETN	617	$262.9k0.08%	0.08%	Unchanged
58	PROFESIONALLY MANAGED PORTFO AKRE FOCUS ETF AKRE	AKRE	4,872	$259.1k0.08%	0.08%	Unchanged
59	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	4,337	$258.9k0.08%	0.08%	Unchanged
60	ISHARES TR RUS 1000 GRW ETF IWF	IWF	2,056	$255.3k0.08%	0.08%	Unchanged
61	ISHARES TR CORE S&P SCP ETF IJR	IJR	1,528	$226.6k0.07%	0.07%	New
62	REPUBLIC SVCS INC COM RSG	RSG	1,063	$226.5k0.07%	0.07%	Reduced -500	-500 -32.0%
63	COSTCO WHSL CORP NEW COM COST	COST	242	$226.4k0.07%	0.07%	Unchanged
64	VANGUARD INDEX FDS VALUE ETF VTV	VTV	1,002	$218.4k0.06%	0.06%	New
65	ADOBE INC COM ADBE	ADBE	1,053	$215.9k0.06%	0.06%	Unchanged
66	AMERICAN TOWER CORP NEW COM AMT	AMT	1,253	$205.0k0.06%	0.06%	Unchanged
67	YUM BRANDS INC COM YUM	YUM	1,263	$201.9k0.06%	0.06%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
INTUIT INTU	INTU	600	$259.4k600 shares
PFIZER INC PFE	PFE	8,141	$228.6k8.1k shares
ACCENTURE PLC IRELAND ACN	ACN	1,106	$219.3k1.1k shares
JPMORGAN CHASE & CO JPM	JPM	739	$217.4k739 shares
BOSTON SCIENTIFIC CORP BSX	BSX	3,304	$207.3k3.3k shares