East Coast Asset Management, LLC. Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$282.4B
Holdings
69
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (69 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GOOGALPHABET INC | 228,855 | $35.8B | 12.66% | |
| 2 | T7DTRANSDIGM GROUP INC | 23,677 | $32.8B | 11.60% | |
| 3 | METAMETA PLATFORMS INC | 42,744 | $24.6B | 8.73% | |
| 4 | PRMPERIMETER SOLUTIONS INC | 2,073,910 | $20.9B | 7.40% | |
| 5 | BNBROOKFIELD CORP | 334,034 | $17.5B | 6.20% | |
| 6 | BRK/BBERKSHIRE HATHAWAY INC DEL | 32,689 | $17.4B | 6.17% | |
| 7 | TSLATESLA INC | 52,769 | $13.7B | 4.84% | |
| 8 | MAMASTERCARD INCORPORATED | 23,509 | $12.9B | 4.56% | |
| 9 | AMZNAMAZON COM INC | 57,177 | $10.9B | 3.85% | |
| 10 | AAPLAPPLE INC | 40,012 | $8.9B | 3.15% | |
| 11 | MCOMOODYS CORP | 14,922 | $6.9B | 2.46% | |
| 12 | VVISA INC | 16,685 | $5.8B | 2.07% | |
| 13 | TJXTJX COS INC NEW | 47,272 | $5.8B | 2.04% | |
| 14 | WWDWOODWARD INC | 29,493 | $5.4B | 1.91% | |
| 15 | DEDEERE & CO | 10,221 | $4.8B | 1.70% | |
| 16 | CHTRCHARTER COMMUNICATIONS INC N | 11,780 | $4.3B | 1.54% | |
| 17 | MKLMARKEL GROUP INC | 2,164 | $4.0B | 1.43% | |
| 18 | SHWSHERWIN WILLIAMS CO | 10,578 | $3.7B | 1.31% | |
| 19 | SCHWSCHWAB CHARLES CORP | 44,889 | $3.5B | 1.24% | |
| 20 | WMWASTE MGMT INC DEL | 13,733 | $3.2B | 1.13% | |
| 21 | LPXLOUISIANA PAC CORP | 33,592 | $3.1B | 1.09% | |
| 22 | SPYSPDR S&P 500 ETF TR | 5,319 | $3.0B | 1.05% | |
| 23 | MSFTMICROSOFT CORP | 7,620 | $2.9B | 1.01% | |
| 24 | BRK-BBERKSHIRE HATHAWAY INC DEL | 3 | $2.4B | 0.85% | |
| 25 | ADPAUTOMATIC DATA PROCESSING IN | 6,621 | $2.0B | 0.72% | |
| 26 | UNPUNION PAC CORP | 8,539 | $2.0B | 0.71% | |
| 27 | CLCOLGATE PALMOLIVE CO | 20,579 | $1.9B | 0.68% | |
| 28 | CRCRANE COMPANY | 9,757 | $1.5B | 0.53% | |
| 29 | PAYXPAYCHEX INC | 8,712 | $1.3B | 0.48% | |
| 30 | VOEVANGUARD INDEX FDS | 8,347 | $1.3B | 0.47% | |
| 31 | SYYSYSCO CORP | 15,608 | $1.2B | 0.41% | |
| 32 | LHLABCORP HOLDINGS INC | 4,314 | $1.0B | 0.36% | |
| 33 | JNJJOHNSON & JOHNSON | 5,813 | $963.9M | 0.34% | |
| 34 | BRBROADRIDGE FINL SOLUTIONS IN | 3,488 | $845.7M | 0.30% | |
| 35 | GOOGLALPHABET INC | 5,465 | $845.1M | 0.30% | |
| 36 | DHRDANAHER CORPORATION | 3,689 | $756.2M | 0.27% | |
| 37 | OEFISHARES TR | 2,746 | $743.7M | 0.26% | |
| 38 | CMCSACOMCAST CORP NEW | 18,553 | $684.6M | 0.24% | |
| 39 | LBRDKLIBERTY BROADBAND CORP | 6,452 | $548.7M | 0.19% | |
| 40 | SPLVINVESCO EXCH TRADED FD TR II | 7,191 | $537.3M | 0.19% | |
| 41 | PGPROCTER AND GAMBLE CO | 3,108 | $529.6M | 0.19% | |
| 42 | AMGNAMGEN INC | 1,628 | $507.2M | 0.18% | |
| 43 | IWMISHARES TR | 2,482 | $495.1M | 0.18% | |
| 44 | IBMINTERNATIONAL BUSINESS MACHS | 1,785 | $444.0M | 0.16% | |
| 45 | LMTLOCKHEED MARTIN CORP | 982 | $438.7M | 0.16% | |
| 46 | RTXRTX CORPORATION | 3,271 | $433.3M | 0.15% | |
| 47 | IXJISHARES TR | 4,471 | $407.8M | 0.14% | |
| 48 | ADBEADOBE INC | 1,053 | $403.9M | 0.14% | |
| 49 | EWLISHARES INC | 7,626 | $395.0M | 0.14% | |
| 50 | AXPAMERICAN EXPRESS CO | 1,442 | $388.0M | 0.14% | |
| 51 | HDHOME DEPOT INC | 1,040 | $381.2M | 0.13% | |
| 52 | MMM3M CO | 2,585 | $379.6M | 0.13% | |
| 53 | RSGREPUBLIC SVCS INC | 1,563 | $378.5M | 0.13% | |
| 54 | INTUINTUIT | 600 | $368.4M | 0.13% | |
| 55 | PEPPEPSICO INC | 2,383 | $357.3M | 0.13% | |
| 56 | BSXBOSTON SCIENTIFIC CORP | 3,304 | $333.3M | 0.12% | |
| 57 | ELVELEVANCE HEALTH INC | 739 | $321.4M | 0.11% | |
| 58 | RACEFERRARI N V | 745 | $318.8M | 0.11% | |
| 59 | WMTWALMART INC | 3,338 | $293.0M | 0.10% | |
| 60 | CLXCLOROX CO DEL | 1,965 | $289.3M | 0.10% | |
| 61 | AMTAMERICAN TOWER CORP NEW | 1,253 | $272.7M | 0.10% | |
| 62 | JPMJPMORGAN CHASE & CO. | 1,100 | $269.8M | 0.10% | |
| 63 | VOOVANGUARD INDEX FDS | 500 | $257.0M | 0.09% | |
| 64 | DISDISNEY WALT CO | 2,464 | $243.2M | 0.09% | |
| 65 | ACNACCENTURE PLC IRELAND | 737 | $230.0M | 0.08% | |
| 66 | COSTCOSTCO WHSL CORP NEW | 242 | $228.9M | 0.08% | |
| 67 | PFEPFIZER INC | 8,741 | $221.5M | 0.08% | |
| 68 | VUGVANGUARD INDEX FDS | 593 | $219.9M | 0.08% | |
| 69 | TMOTHERMO FISHER SCIENTIFIC INC | 404 | $201.0M | 0.07% |