East Coast Asset Management, LLC.
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| VEEVA SYS INC(VEEV) | 0 | 9,480 | +9,480 | 0 | 1,665,257 | 0.55% | +1,665,257 |
| WOODWARD INC(WWD) | 29,040 | 28,729 | -311 | 8,779,503 | 10,282,952 | 3.39% | +1,503,449 |
| ECHOSTAR CORP(ECHO) | 137,244 | 137,244 | 0 | 14,918,423 | 16,067,155 | 5.29% | +1,148,732 |
| DEERE & CO(DE) | 10,242 | 10,152 | -90 | 4,768,520 | 5,719,097 | 1.88% | +950,577 |
| TESLA INC(TSLA) | 81,595 | 99,862 | +18,267 | 36,694,903 | 37,123,699 | 12.23% | +428,796 |
| EATON CORP PLC(ETN) | 0 | 617 | +617 | 0 | 220,682 | 0.07% | +220,682 |
| JOHNSON & JOHNSON(JNJ) | 5,428 | 5,358 | -70 | 1,123,428 | 1,309,832 | 0.43% | +186,404 |
| TJX COS INC NEW(TJX) | 45,657 | 45,042 | -615 | 7,013,494 | 7,193,245 | 2.37% | +179,751 |
| LOCKHEED MARTIN CORP(LMT) | 932 | 932 | 0 | 450,780 | 563,291 | 0.19% | +112,511 |
| WASTE MGMT INC DEL(WM) | 13,424 | 13,319 | -105 | 2,949,562 | 3,060,701 | 1.01% | +111,139 |
| COLGATE PALMOLIVE CO(CL) | 20,583 | 20,258 | -325 | 1,626,502 | 1,726,651 | 0.57% | +100,149 |
| UNION PAC CORP(UNP) | 8,320 | 8,193 | -127 | 1,924,695 | 1,987,829 | 0.66% | +63,134 |
| VANGUARD INDEX FDS | 7,900 | 7,902 | +2 | 1,401,308 | 1,456,247 | 0.48% | +54,939 |
| AMGEN INC(AMGN) | 1,628 | 1,628 | 0 | 532,861 | 572,812 | 0.19% | +39,951 |
| COSTCO WHOLESALE CORPORATION(COST) | 242 | 242 | 0 | 208,686 | 241,136 | 0.08% | +32,450 |
| LABCORP HOLDINGS INC(LH) | 4,299 | 4,161 | -138 | 1,078,776 | 1,110,255 | 0.37% | +31,479 |
| PFIZER INC(PFE) | 8,141 | 8,141 | 0 | 202,711 | 228,599 | 0.08% | +25,888 |
| WALMART INC(WMT) | 2,730 | 2,605 | -125 | 304,232 | 323,841 | 0.11% | +19,609 |
| RTX CORPORATION(RTX) | 2,859 | 2,795 | -64 | 524,366 | 539,335 | 0.18% | +14,969 |
| INVESCO EXCH TRADED FD TR II | 7,191 | 7,191 | 0 | 513,601 | 525,970 | 0.17% | +12,369 |
| REPUBLIC SVCS INC(RSG) | 1,563 | 1,563 | 0 | 331,247 | 342,328 | 0.11% | +11,081 |
| ISHARES TR | 2,458 | 2,458 | 0 | 605,210 | 609,734 | 0.20% | +4,524 |
| PROCTER & GAMBLE CO(PG) | 3,107 | 3,107 | 0 | 445,363 | 448,875 | 0.15% | +3,512 |
| VANGUARD INTL EQUITY INDEX F | 4,337 | 4,337 | 0 | 233,157 | 234,415 | 0.08% | +1,258 |
| AMERICAN TOWER CORP(AMT) | 1,253 | 1,253 | 0 | 220,045 | 216,298 | 0.07% | -3,747 |
| ISHARES INC | 7,101 | 7,101 | 0 | 425,796 | 417,629 | 0.14% | -8,167 |
| VANGUARD INDEX FDS | 500 | 500 | 0 | 313,565 | 298,775 | 0.10% | -14,790 |
| ISHARES TR | 4,193 | 4,193 | 0 | 408,431 | 392,244 | 0.13% | -16,187 |
| FERRARI N V COM | 745 | 745 | 0 | 275,322 | 252,145 | 0.08% | -23,177 |
| ISHARES TR | 514 | 514 | 0 | 243,276 | 219,170 | 0.07% | -24,106 |
| COMCAST CORP NEW(CCZ) | 15,517 | 15,282 | -235 | 463,803 | 438,746 | 0.14% | -25,057 |
| 3M CO(MMM) | 2,584 | 2,584 | 0 | 413,784 | 375,352 | 0.12% | -38,432 |
| JPMORGAN CHASE & CO(JPM) | 794 | 739 | -55 | 255,843 | 217,384 | 0.07% | -38,459 |
| ELEVANCE HEALTH INC FORMERLY(ELV) | 730 | 730 | 0 | 255,902 | 213,708 | 0.07% | -42,194 |
| HOME DEPOT INC(HD) | 937 | 852 | -85 | 322,456 | 280,247 | 0.09% | -42,209 |
| VANGUARD INDEX FDS | 593 | 541 | -52 | 289,301 | 236,303 | 0.08% | -52,998 |
| PROFESIONALLY MANAGED PORTFO AKRE FOCUS ETF | 4,889 | 4,872 | -17 | 320,278 | 257,485 | 0.08% | -62,793 |
| SYSCO CORP(SYY) | 15,128 | 14,742 | -386 | 1,114,845 | 1,051,594 | 0.35% | -63,251 |
| SHERWIN WILLIAMS CO(SHW) | 10,468 | 10,376 | -92 | 3,391,958 | 3,326,170 | 1.10% | -65,788 |
| ISHARES TR | 2,746 | 2,746 | 0 | 941,796 | 873,420 | 0.29% | -68,376 |
| ACCENTURE PLC IRELAND SHS CLASS A | 1,106 | 1,106 | 0 | 296,740 | 219,309 | 0.07% | -77,431 |
| INTERNATIONAL BUSINESS MACHS(IBM) | 1,793 | 1,793 | 0 | 531,136 | 434,631 | 0.14% | -96,505 |
| AMERICAN EXPRESS CO(AXP) | 1,442 | 1,442 | 0 | 533,468 | 436,176 | 0.14% | -97,292 |
| BOSTON SCIENTIFIC CORP(BSX) | 3,304 | 3,304 | 0 | 315,036 | 207,326 | 0.07% | -107,710 |
| BERKSHIRE HATHAWAY INC DEL | 3 | 3 | 0 | 2,264,400 | 2,154,420 | 0.71% | -109,980 |
| ADOBE INC(ADBE) | 1,053 | 1,053 | 0 | 368,539 | 255,963 | 0.08% | -112,576 |
| FIDELITY WISE ORIGIN BITCOIN(FBTC) | 7,550 | 7,550 | 0 | 575,537 | 445,677 | 0.15% | -129,860 |
| ALPHABET INC(GOOG) | 5,397 | 5,397 | 0 | 1,689,261 | 1,551,961 | 0.51% | -137,300 |
| INTUIT(INTU) | 600 | 600 | 0 | 397,452 | 259,428 | 0.09% | -138,024 |
| DANAHER CORP DEL(DHR) | 3,578 | 3,578 | 0 | 819,200 | 678,491 | 0.22% | -140,709 |
| STATE STR SPDR S&P 500 ETF T(SPY) | 5,041 | 5,041 | 0 | 3,437,559 | 3,278,364 | 1.08% | -159,195 |
| PAYCHEX INC(PAYX) | 8,712 | 8,460 | -252 | 977,312 | 779,335 | 0.26% | -197,977 |
| THERMO FISHER SCIENTIFIC INC(TMO) | 380 | 0 | -380 | 220,191 | 0 | — | -220,191 |
| DISNEY WALT CO(DIS) | 1,978 | 0 | -1,978 | 225,037 | 0 | — | -225,037 |
| BROADRIDGE FINL SOLUTIONS IN(BR) | 4,438 | 4,438 | 0 | 990,466 | 721,114 | 0.24% | -269,352 |
| LOUISIANA PAC CORP(LPX) | 32,208 | 31,425 | -783 | 2,601,149 | 2,286,220 | 0.75% | -314,929 |
| SCHWAB CHARLES CORP(SCHW) | 44,986 | 44,119 | -867 | 4,494,651 | 4,146,386 | 1.37% | -348,265 |
| AUTOMATIC DATA PROCESSING IN | 6,653 | 6,299 | -354 | 1,711,549 | 1,279,982 | 0.42% | -431,567 |
| MARKEL GROUP INC(MKL) | 2,096 | 2,067 | -29 | 4,505,666 | 3,956,383 | 1.30% | -549,283 |
| VISA INC(V) | 16,232 | 16,040 | -192 | 5,692,951 | 4,848,001 | 1.60% | -844,950 |
| BERKSHIRE HATHAWAY INC DEL | 30,591 | 30,163 | -428 | 15,376,723 | 14,454,259 | 4.76% | -922,464 |
| APPLE INC(AAPL) | 39,610 | 38,704 | -906 | 10,768,459 | 9,822,883 | 3.24% | -945,576 |
| MICROSOFT CORP(MSFT) | 8,310 | 7,984 | -326 | 4,019,260 | 2,955,608 | 0.97% | -1,063,652 |
| MOODYS CORP(MCO) | 14,235 | 13,830 | -405 | 7,272,195 | 6,033,366 | 1.99% | -1,238,829 |
| AMAZON COM INC(AMZN) | 60,410 | 59,474 | -936 | 13,943,899 | 12,386,706 | 4.08% | -1,557,193 |
| MASTERCARD INCORPORATED(MA) | 23,242 | 22,883 | -359 | 13,268,426 | 11,433,941 | 3.77% | -1,834,485 |
| CRANE COMPANY(CR) | 9,957 | 0 | -9,957 | 1,836,370 | 0 | — | -1,836,370 |
| TRANSDIGM GROUP INC(TDG) | 23,341 | 23,220 | -121 | 31,040,642 | 26,911,585 | 8.87% | -4,129,057 |
| PERIMETER SOLUTIONS INC(PRM) | 1,366,380 | 1,357,583 | -8,797 | 37,616,441 | 33,152,177 | 10.93% | -4,464,264 |
| META PLATFORMS INC(META) | 21,842 | 14,204 | -7,638 | 14,418,328 | 8,126,623 | 2.68% | -6,291,705 |
| ALPHABET INC(GOOG) | 196,119 | 165,966 | -30,153 | 61,542,247 | 47,609,014 | 15.69% | -13,933,233 |