East Coast Asset Management, LLC. holds a focused book of 68 stocks worth $303.4M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Veeva Systems Inc-Class A and trimmed Alphabet Inc-CL C. Their largest long position is Alphabet Inc-CL C at 16% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
97% mapped to company sectors
+2 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as East Coast Asset Management, LLC.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| FMR LLC | 71 / 68 | $553.2B |
| Morgan Stanley | 71 / 68 | $489.4B |
| JPMorgan Chase & Co | 71 / 68 | $445.1B |
| Bank Of America Corp | 71 / 68 | $331.9B |
| Goldman Sachs Group Inc | 71 / 68 | $225.4B |
| Royal Bank Of Canada | 71 / 68 | $130.9B |
| Wells Fargo & Company | 71 / 68 | $124.6B |
| Raymond James Financial Inc | 71 / 68 | $84.5B |
Ranked by the share of each fund's own book sitting in the names it shares with East Coast Asset Management, LLC.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc CAP STK CL C | $47.6M | 166.0K | 15.7% | ▼−15% Reduced · −30K sh | |
| 2 | Tesla Inc COM | $37.1M | 99.9K | 12.2% | ▲+22% Added · +18K sh | |
| 3 | Perimeter Solutions Inc COMMON STOCK | $33.2M | 1.36M | 10.9% | ▼−0.6% Reduced · −9K sh | |
| 4 | Transdigm Group Inc COM | $26.9M | 23.2K | 8.9% | ▼−0.5% Reduced · −121 sh | |
| 5 | Echostar Corp CL A | $16.1M | 137.2K | 5.3% | —Held | |
| 6 | Berkshire Hathaway Inc Del CL B NEW | $14.5M | 30.2K | 4.8% | ▼−1.4% Reduced · −428 sh | |
| 7 | Amazon Com Inc COM | $12.4M | 59.5K | 4.1% | ▼−1.5% Reduced · −936 sh | |
| 8 | Mastercard Incorporated CL A | $11.4M | 22.9K | 3.8% | ▼−1.5% Reduced · −359 sh | |
| 9 | Woodward Inc COM | $10.3M | 28.7K | 3.4% | ▼−1.1% Reduced · −311 sh | |
| 10 | Apple Inc COM | $9.8M | 38.7K | 3.2% | ▼−2.3% Reduced · −906 sh | |
| 11 | Meta Platforms Inc CL A | $8.1M | 14.2K | 2.7% | ▼−35% Reduced · −8K sh | |
| 12 | TJX Cos Inc New COM | $7.2M | 45.0K | 2.4% | ▼−1.3% Reduced · −615 sh | |
| 13 | Moodys Corp COM | $6.0M | 13.8K | 2.0% | ▼−2.8% Reduced · −405 sh | |
| 14 | Deere & Co COM | $5.7M | 10.2K | 1.9% | ▼−0.9% Reduced · −90 sh | |
| 15 | Visa Inc COM CL A | $4.8M | 16.0K | 1.6% | ▼−1.2% Reduced · −192 sh | |
| 16 | Schwab Charles Corp COM | $4.1M | 44.1K | 1.4% | ▼−1.9% Reduced · −867 sh | |
| 17 | Markel Group Inc COM | $4.0M | 2.1K | 1.3% | ▼−1.4% Reduced · −29 sh | |
| 18 | Sherwin Williams Co COM | $3.3M | 10.4K | 1.1% | ▼−0.9% Reduced · −92 sh | |
| 19 | State STR SPDR S&P 500 ETF T TR UNIT | $3.3M | 5.0K | 1.1% | —Held | |
| 20 | Waste Mgmt Inc Del COM | $3.1M | 13.3K | 1.0% | ▼−0.8% Reduced · −105 sh | |
| 21 | Microsoft Corp COM | $3.0M | 8.0K | 1.0% | ▼−3.9% Reduced · −326 sh | |
| 22 | Louisiana Pac Corp COM | $2.3M | 31.4K | 0.8% | ▼−2.4% Reduced · −783 sh | |
| 23 | Berkshire Hathaway Inc Del CL A | $2.2M | 3 | 0.7% | —Held | |
| 24 | Union Pac Corp COM | $2.0M | 8.2K | 0.7% | ▼−1.5% Reduced · −127 sh | |
| 25 | Colgate Palmolive Co COM | $1.7M | 20.3K | 0.6% | ▼−1.6% Reduced · −325 sh | |
| 26 | Veeva Sys Inc CL A COM | $1.7M | 9.5K | 0.5% | ▲New New position | |
| 27 | Alphabet Inc CAP STK CL A | $1.6M | 5.4K | 0.5% | —Held | |
| 28 | Vanguard Index FDS MCAP VL IDXVIP | $1.5M | 7.9K | 0.5% | ▲~0% Added · +2 sh | |
| 29 | Johnson & Johnson COM | $1.3M | 5.4K | 0.4% | ▼−1.3% Reduced · −70 sh | |
| 30 | Automatic Data Processing In COM | $1.3M | 6.3K | 0.4% | ▼−5.3% Reduced · −354 sh | |
| 31 | Labcorp Holdings Inc COM SHS | $1.1M | 4.2K | 0.4% | ▼−3.2% Reduced · −138 sh | |
| 32 | Sysco Corp COM | $1.1M | 14.7K | 0.3% | ▼−2.5% Reduced · −386 sh | |
| 33 | Ishares TR S&P 100 ETF | $873K | 2.7K | 0.3% | —Held | |
| 34 | Paychex Inc COM | $779K | 8.5K | 0.3% | ▼−2.9% Reduced · −252 sh | |
| 35 | Broadridge Finl Solutions In COM | $721K | 4.4K | 0.2% | —Held | |
| 36 | Danaher Corp Del COM | $678K | 3.6K | 0.2% | —Held | |
| 37 | Ishares TR RUSSELL 2000 ETF | $610K | 2.5K | 0.2% | —Held | |
| 38 | Amgen Inc COM | $573K | 1.6K | 0.2% | —Held | |
| 39 | Lockheed Martin Corp COM | $563K | 932 | 0.2% | —Held | |
| 40 | RTX Corporation COM | $539K | 2.8K | 0.2% | ▼−2.2% Reduced · −64 sh | |
| 41 | Invesco Exch Traded FD TR II S&P500 LOW VOL | $526K | 7.2K | 0.2% | —Held | |
| 42 | Procter & Gamble Co COM | $449K | 3.1K | 0.1% | —Held | |
| 43 | Fidelity Wise Origin Bitcoin SHS | $446K | 7.5K | 0.1% | —Held | |
| 44 | Comcast Corp New CL A | $439K | 15.3K | 0.1% | ▼−1.5% Reduced · −235 sh | |
| 45 | American Express Co COM | $436K | 1.4K | 0.1% | —Held | |
| 46 | International Business Machs COM | $435K | 1.8K | 0.1% | —Held | |
| 47 | Ishares Inc MSCI SWITZERLAND | $418K | 7.1K | 0.1% | —Held | |
| 48 | Ishares TR GLOB HLTHCRE ETF | $392K | 4.2K | 0.1% | —Held | |
| 49 | 3M Co COM | $375K | 2.6K | 0.1% | —Held | |
| 50 | Republic Svcs Inc COM | $342K | 1.6K | 0.1% | —Held |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.