East Coast Asset Management, LLC. Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$301.4B
Holdings
69
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (69 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GOOGALPHABET INC | 213,322 | $37.8B | 12.55% | |
| 2 | T7DTRANSDIGM GROUP INC | 23,628 | $35.9B | 11.92% | |
| 3 | METAMETA PLATFORMS INC | 42,771 | $31.6B | 10.47% | |
| 4 | PRMPERIMETER SOLUTIONS INC | 2,071,820 | $28.8B | 9.57% | |
| 5 | TSLATESLA INC | 59,379 | $18.9B | 6.26% | |
| 6 | BRK/BBERKSHIRE HATHAWAY INC DEL | 32,607 | $15.8B | 5.26% | |
| 7 | AMZNAMAZON COM INC | 62,895 | $13.8B | 4.58% | |
| 8 | MAMASTERCARD INCORPORATED | 23,443 | $13.2B | 4.37% | |
| 9 | AAPLAPPLE INC | 39,833 | $8.2B | 2.71% | |
| 10 | MCOMOODYS CORP | 14,936 | $7.5B | 2.49% | |
| 11 | WWDWOODWARD INC | 29,469 | $7.2B | 2.40% | |
| 12 | VVISA INC | 16,681 | $5.9B | 1.96% | |
| 13 | TJXTJX COS INC NEW | 47,099 | $5.8B | 1.93% | |
| 14 | BNBROOKFIELD CORP | 85,336 | $5.3B | 1.75% | |
| 15 | DEDEERE & CO | 10,239 | $5.2B | 1.73% | |
| 16 | MKLMARKEL GROUP INC | 2,170 | $4.3B | 1.44% | |
| 17 | CHTRCHARTER COMMUNICATIONS INC N | 10,219 | $4.2B | 1.39% | |
| 18 | SCHWSCHWAB CHARLES CORP | 44,916 | $4.1B | 1.36% | |
| 19 | MSFTMICROSOFT CORP | 7,620 | $3.8B | 1.26% | |
| 20 | SHWSHERWIN WILLIAMS CO | 10,584 | $3.6B | 1.21% | |
| 21 | SPYSPDR S&P 500 ETF TR | 5,206 | $3.2B | 1.07% | |
| 22 | WMWASTE MGMT INC DEL | 13,705 | $3.1B | 1.04% | |
| 23 | LPXLOUISIANA PAC CORP | 33,623 | $2.9B | 0.96% | |
| 24 | BRK-BBERKSHIRE HATHAWAY INC DEL | 3 | $2.2B | 0.73% | |
| 25 | ADPAUTOMATIC DATA PROCESSING IN | 6,633 | $2.0B | 0.68% | |
| 26 | UNPUNION PAC CORP | 8,481 | $2.0B | 0.65% | |
| 27 | CLCOLGATE PALMOLIVE CO | 20,616 | $1.9B | 0.62% | |
| 28 | CRCRANE COMPANY | 9,757 | $1.9B | 0.61% | |
| 29 | VOEVANGUARD INDEX FDS | 8,347 | $1.4B | 0.46% | |
| 30 | PAYXPAYCHEX INC | 8,712 | $1.3B | 0.42% | |
| 31 | SYYSYSCO CORP | 15,624 | $1.2B | 0.39% | |
| 32 | LHLABCORP HOLDINGS INC | 4,316 | $1.1B | 0.38% | |
| 33 | GOOGLALPHABET INC | 5,450 | $960.5M | 0.32% | |
| 34 | JNJJOHNSON & JOHNSON | 5,604 | $855.9M | 0.28% | |
| 35 | BRBROADRIDGE FINL SOLUTIONS IN | 3,488 | $847.7M | 0.28% | |
| 36 | OEFISHARES TR | 2,746 | $835.7M | 0.28% | |
| 37 | DHRDANAHER CORPORATION | 3,689 | $728.8M | 0.24% | |
| 38 | CMCSACOMCAST CORP NEW | 18,563 | $662.5M | 0.22% | |
| 39 | LBRDKLIBERTY BROADBAND CORP | 5,737 | $564.4M | 0.19% | |
| 40 | IWMISHARES TR | 2,482 | $535.5M | 0.18% | |
| 41 | IBMINTERNATIONAL BUSINESS MACHS | 1,788 | $527.1M | 0.17% | |
| 42 | SPLVINVESCO EXCH TRADED FD TR II | 7,191 | $523.7M | 0.17% | |
| 43 | PGPROCTER AND GAMBLE CO | 3,108 | $495.1M | 0.16% | |
| 44 | RTXRTX CORPORATION | 3,275 | $478.2M | 0.16% | |
| 45 | INTUINTUIT | 600 | $472.6M | 0.16% | |
| 46 | AXPAMERICAN EXPRESS CO | 1,442 | $460.0M | 0.15% | |
| 47 | LMTLOCKHEED MARTIN CORP | 982 | $454.8M | 0.15% | |
| 48 | AMGNAMGEN INC | 1,628 | $454.6M | 0.15% | |
| 49 | ADBEADOBE INC | 1,053 | $407.4M | 0.14% | |
| 50 | MMM3M CO | 2,585 | $393.5M | 0.13% | |
| 51 | EWLISHARES INC | 7,101 | $389.2M | 0.13% | |
| 52 | RSGREPUBLIC SVCS INC | 1,563 | $385.5M | 0.13% | |
| 53 | IXJISHARES TR | 4,471 | $384.9M | 0.13% | |
| 54 | HDHOME DEPOT INC | 1,040 | $381.3M | 0.13% | |
| 55 | RACEFERRARI N V | 745 | $365.6M | 0.12% | |
| 56 | BSXBOSTON SCIENTIFIC CORP | 3,304 | $354.9M | 0.12% | |
| 57 | WMTWALMART INC | 3,338 | $326.4M | 0.11% | |
| 58 | JPMJPMORGAN CHASE & CO. | 1,100 | $318.9M | 0.11% | |
| 59 | DISDISNEY WALT CO | 2,438 | $302.3M | 0.10% | |
| 60 | VOOVANGUARD INDEX FDS | 500 | $284.0M | 0.09% | |
| 61 | ELVELEVANCE HEALTH INC | 730 | $283.9M | 0.09% | |
| 62 | AMTAMERICAN TOWER CORP NEW | 1,253 | $277.0M | 0.09% | |
| 63 | VUGVANGUARD INDEX FDS | 593 | $260.0M | 0.09% | |
| 64 | COSTCOSTCO WHSL CORP NEW | 242 | $239.6M | 0.08% | |
| 65 | ACNACCENTURE PLC IRELAND | 737 | $220.3M | 0.07% | |
| 66 | ETNEATON CORP PLC | 617 | $220.3M | 0.07% | |
| 67 | IWFISHARES TR | 514 | $218.2M | 0.07% | |
| 68 | CARRCARRIER GLOBAL CORPORATION | 2,940 | $215.2M | 0.07% | |
| 69 | VWOVANGUARD INTL EQUITY INDEX F | 4,337 | $214.5M | 0.07% |