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.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1579254/holdings"
Use Arkolith to show East Coast Asset Management, LLC.'s latest holdings, largest changes, and filing provenance.
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
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, no cost basis
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 |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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.