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) | 0 | 28,729 | +28,729 | 0 | 10,282,952 | 3.39% | +10,282,952 |
| ECHOSTAR CORP(SATS) | 0 | 137,244 | +137,244 | 0 | 16,067,155 | 5.29% | +16,067,155 |
| DEERE & CO(DE) | 0 | 10,152 | +10,152 | 0 | 5,719,097 | 1.88% | +5,719,097 |
| TESLA INC(TSLA) | 0 | 99,862 | +99,862 | 0 | 37,123,699 | 12.23% | +37,123,699 |
| EATON CORP PLC(ETN) | 0 | 617 | +617 | 0 | 220,682 | 0.07% | +220,682 |
| JOHNSON & JOHNSON(JNJ) | 0 | 5,358 | +5,358 | 0 | 1,309,832 | 0.43% | +1,309,832 |
| TJX COS INC NEW(TJX) | 0 | 45,042 | +45,042 | 0 | 7,193,245 | 2.37% | +7,193,245 |
| LOCKHEED MARTIN CORP(LMT) | 0 | 932 | +932 | 0 | 563,291 | 0.19% | +563,291 |
| WASTE MGMT INC DEL(WM) | 0 | 13,319 | +13,319 | 0 | 3,060,701 | 1.01% | +3,060,701 |
| COLGATE PALMOLIVE CO(CL) | 0 | 20,258 | +20,258 | 0 | 1,726,651 | 0.57% | +1,726,651 |
| UNION PAC CORP(UNP) | 0 | 8,193 | +8,193 | 0 | 1,987,829 | 0.66% | +1,987,829 |
| VANGUARD INDEX FDS | 0 | 7,902 | +7,902 | 0 | 1,456,247 | 0.48% | +1,456,247 |
| AMGEN INC(AMGN) | 0 | 1,628 | +1,628 | 0 | 572,812 | 0.19% | +572,812 |
| COSTCO WHOLESALE CORPORATION(COST) | 0 | 242 | +242 | 0 | 241,136 | 0.08% | +241,136 |
| LABCORP HOLDINGS INC(LH) | 0 | 4,161 | +4,161 | 0 | 1,110,255 | 0.37% | +1,110,255 |
| PFIZER INC(PFE) | 0 | 8,141 | +8,141 | 0 | 228,599 | 0.08% | +228,599 |
| WALMART INC(WMT) | 0 | 2,605 | +2,605 | 0 | 323,841 | 0.11% | +323,841 |
| RTX CORPORATION(RTX) | 0 | 2,795 | +2,795 | 0 | 539,335 | 0.18% | +539,335 |
| INVESCO EXCH TRADED FD TR II | 0 | 7,191 | +7,191 | 0 | 525,970 | 0.17% | +525,970 |
| REPUBLIC SVCS INC(RSG) | 0 | 1,563 | +1,563 | 0 | 342,328 | 0.11% | +342,328 |
| ISHARES TR | 0 | 2,458 | +2,458 | 0 | 609,734 | 0.20% | +609,734 |
| PROCTER & GAMBLE CO(PG) | 0 | 3,107 | +3,107 | 0 | 448,875 | 0.15% | +448,875 |
| VANGUARD INTL EQUITY INDEX F | 0 | 4,337 | +4,337 | 0 | 234,415 | 0.08% | +234,415 |
| AMERICAN TOWER CORP(AMT) | 0 | 1,253 | +1,253 | 0 | 216,298 | 0.07% | +216,298 |
| ISHARES INC | 0 | 7,101 | +7,101 | 0 | 417,629 | 0.14% | +417,629 |
| VANGUARD INDEX FDS | 0 | 500 | +500 | 0 | 298,775 | 0.10% | +298,775 |
| ISHARES TR | 0 | 4,193 | +4,193 | 0 | 392,244 | 0.13% | +392,244 |
| FERRARI N V | 0 | 745 | +745 | 0 | 252,145 | 0.08% | +252,145 |
| ISHARES TR | 0 | 514 | +514 | 0 | 219,170 | 0.07% | +219,170 |
| COMCAST CORP NEW(CCZ) | 0 | 15,282 | +15,282 | 0 | 438,746 | 0.14% | +438,746 |
| 3M CO(MMM) | 0 | 2,584 | +2,584 | 0 | 375,352 | 0.12% | +375,352 |
| JPMORGAN CHASE & CO(JPM) | 0 | 739 | +739 | 0 | 217,384 | 0.07% | +217,384 |
| ELEVANCE HEALTH INC FORMERLY(ELV) | 0 | 730 | +730 | 0 | 213,708 | 0.07% | +213,708 |
| HOME DEPOT INC(HD) | 0 | 852 | +852 | 0 | 280,247 | 0.09% | +280,247 |
| VANGUARD INDEX FDS | 0 | 541 | +541 | 0 | 236,303 | 0.08% | +236,303 |
| PROFESIONALLY MANAGED PORTFO | 0 | 4,872 | +4,872 | 0 | 257,485 | 0.08% | +257,485 |
| SYSCO CORP(SYY) | 0 | 14,742 | +14,742 | 0 | 1,051,594 | 0.35% | +1,051,594 |
| SHERWIN WILLIAMS CO(SHW) | 0 | 10,376 | +10,376 | 0 | 3,326,170 | 1.10% | +3,326,170 |
| ISHARES TR | 0 | 2,746 | +2,746 | 0 | 873,420 | 0.29% | +873,420 |
| ACCENTURE PLC IRELAND | 0 | 1,106 | +1,106 | 0 | 219,309 | 0.07% | +219,309 |
| INTERNATIONAL BUSINESS MACHS(IBM) | 0 | 1,793 | +1,793 | 0 | 434,631 | 0.14% | +434,631 |
| AMERICAN EXPRESS CO(AXP) | 0 | 1,442 | +1,442 | 0 | 436,176 | 0.14% | +436,176 |
| BOSTON SCIENTIFIC CORP(BSX) | 0 | 3,304 | +3,304 | 0 | 207,326 | 0.07% | +207,326 |
| BERKSHIRE HATHAWAY INC DEL | 0 | 3 | +3 | 0 | 2,154,420 | 0.71% | +2,154,420 |
| ADOBE INC(ADBE) | 0 | 1,053 | +1,053 | 0 | 255,963 | 0.08% | +255,963 |
| FIDELITY WISE ORIGIN BITCOIN(FBTC) | 0 | 7,550 | +7,550 | 0 | 445,677 | 0.15% | +445,677 |
| ALPHABET INC(GOOG) | 0 | 5,397 | +5,397 | 0 | 1,551,961 | 0.51% | +1,551,961 |
| INTUIT(INTU) | 0 | 600 | +600 | 0 | 259,428 | 0.09% | +259,428 |
| DANAHER CORP DEL(DHR) | 0 | 3,578 | +3,578 | 0 | 678,491 | 0.22% | +678,491 |
| STATE STR SPDR S&P 500 ETF T(SPY) | 0 | 5,041 | +5,041 | 0 | 3,278,364 | 1.08% | +3,278,364 |
| PAYCHEX INC(PAYX) | 0 | 8,460 | +8,460 | 0 | 779,335 | 0.26% | +779,335 |
| THERMO FISHER SCIENTIFIC INC(TMO) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| DISNEY WALT CO(DIS) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| BROADRIDGE FINL SOLUTIONS IN(BR) | 0 | 4,438 | +4,438 | 0 | 721,114 | 0.24% | +721,114 |
| LOUISIANA PAC CORP(LPX) | 0 | 31,425 | +31,425 | 0 | 2,286,220 | 0.75% | +2,286,220 |
| SCHWAB CHARLES CORP(SCHW) | 0 | 44,119 | +44,119 | 0 | 4,146,386 | 1.37% | +4,146,386 |
| AUTOMATIC DATA PROCESSING IN | 0 | 6,299 | +6,299 | 0 | 1,279,982 | 0.42% | +1,279,982 |
| MARKEL GROUP INC(MKL) | 0 | 2,067 | +2,067 | 0 | 3,956,383 | 1.30% | +3,956,383 |
| VISA INC(V) | 0 | 16,040 | +16,040 | 0 | 4,848,001 | 1.60% | +4,848,001 |
| BERKSHIRE HATHAWAY INC DEL | 0 | 30,163 | +30,163 | 0 | 14,454,259 | 4.76% | +14,454,259 |
| APPLE INC(AAPL) | 0 | 38,704 | +38,704 | 0 | 9,822,883 | 3.24% | +9,822,883 |
| MICROSOFT CORP(MSFT) | 0 | 7,984 | +7,984 | 0 | 2,955,608 | 0.97% | +2,955,608 |
| MOODYS CORP(MCO) | 0 | 13,830 | +13,830 | 0 | 6,033,366 | 1.99% | +6,033,366 |
| AMAZON COM INC(AMZN) | 0 | 59,474 | +59,474 | 0 | 12,386,706 | 4.08% | +12,386,706 |
| MASTERCARD INCORPORATED(MA) | 0 | 22,883 | +22,883 | 0 | 11,433,941 | 3.77% | +11,433,941 |
| CRANE COMPANY(CR) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| TRANSDIGM GROUP INC(TDG) | 0 | 23,220 | +23,220 | 0 | 26,911,585 | 8.87% | +26,911,585 |
| PERIMETER SOLUTIONS INC(PRM) | 0 | 1,357,583 | +1,357,583 | 0 | 33,152,177 | 10.93% | +33,152,177 |
| META PLATFORMS INC(META) | 0 | 14,204 | +14,204 | 0 | 8,126,623 | 2.68% | +8,126,623 |
| ALPHABET INC(GOOG) | 0 | 165,966 | +165,966 | 0 | 47,609,014 | 15.69% | +47,609,014 |