East Coast Asset Management, LLC. Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$319.2B
Holdings
68
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (68 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GOOGALPHABET INC | 200,218 | $48.8B | 15.28% | |
| 2 | PRMPERIMETER SOLUTIONS INC | 1,573,973 | $35.2B | 11.04% | |
| 3 | T7DTRANSDIGM GROUP INC | 23,387 | $30.8B | 9.66% | |
| 4 | METAMETA PLATFORMS INC | 41,867 | $30.7B | 9.63% | |
| 5 | TSLATESLA INC | 68,422 | $30.4B | 9.53% | |
| 6 | BRK/BBERKSHIRE HATHAWAY INC DEL | 31,695 | $15.9B | 4.99% | |
| 7 | AMZNAMAZON COM INC | 61,372 | $13.5B | 4.22% | |
| 8 | MAMASTERCARD INCORPORATED | 23,303 | $13.3B | 4.15% | |
| 9 | AAPLAPPLE INC | 39,347 | $10.0B | 3.14% | |
| 10 | WWDWOODWARD INC | 29,284 | $7.4B | 2.32% | |
| 11 | MCOMOODYS CORP | 14,369 | $6.8B | 2.15% | |
| 12 | TJXTJX COS INC NEW | 46,738 | $6.8B | 2.12% | |
| 13 | VVISA INC | 16,490 | $5.6B | 1.76% | |
| 14 | DEDEERE & CO | 10,260 | $4.7B | 1.47% | |
| 15 | SCHWSCHWAB CHARLES CORP | 44,892 | $4.3B | 1.34% | |
| 16 | MKLMARKEL GROUP INC | 2,110 | $4.0B | 1.26% | |
| 17 | MSFTMICROSOFT CORP | 7,531 | $3.9B | 1.22% | |
| 18 | SHWSHERWIN WILLIAMS CO | 10,575 | $3.7B | 1.15% | |
| 19 | SPYSPDR S&P 500 ETF TR | 5,206 | $3.5B | 1.09% | |
| 20 | WMWASTE MGMT INC DEL | 13,646 | $3.0B | 0.94% | |
| 21 | LPXLOUISIANA PAC CORP | 32,844 | $2.9B | 0.91% | |
| 22 | CHTRCHARTER COMMUNICATIONS INC N | 9,643 | $2.7B | 0.83% | |
| 23 | BRK-BBERKSHIRE HATHAWAY INC DEL | 3 | $2.3B | 0.71% | |
| 24 | UNPUNION PAC CORP | 8,453 | $2.0B | 0.63% | |
| 25 | ADPAUTOMATIC DATA PROCESSING IN | 6,589 | $1.9B | 0.61% | |
| 26 | CRCRANE COMPANY | 9,957 | $1.8B | 0.57% | |
| 27 | CLCOLGATE PALMOLIVE CO | 20,654 | $1.7B | 0.52% | |
| 28 | VOEVANGUARD INDEX FDS | 8,349 | $1.5B | 0.46% | |
| 29 | GOOGLALPHABET INC | 5,385 | $1.3B | 0.41% | |
| 30 | SYYSYSCO CORP | 15,566 | $1.3B | 0.40% | |
| 31 | LHLABCORP HOLDINGS INC | 4,312 | $1.2B | 0.39% | |
| 32 | PAYXPAYCHEX INC | 8,712 | $1.1B | 0.35% | |
| 33 | JNJJOHNSON & JOHNSON | 5,589 | $1.0B | 0.32% | |
| 34 | OEFISHARES TR | 2,746 | $914.0M | 0.29% | |
| 35 | BRBROADRIDGE FINL SOLUTIONS IN | 3,488 | $830.8M | 0.26% | |
| 36 | DHRDANAHER CORPORATION | 3,690 | $731.6M | 0.23% | |
| 37 | IWMISHARES TR | 2,459 | $594.9M | 0.19% | |
| 38 | CMCSACOMCAST CORP NEW | 18,573 | $583.6M | 0.18% | |
| 39 | RTXRTX CORPORATION | 3,278 | $548.5M | 0.17% | |
| 40 | SPLVINVESCO EXCH TRADED FD TR II | 7,191 | $528.4M | 0.17% | |
| 41 | IBMINTERNATIONAL BUSINESS MACHS | 1,791 | $505.3M | 0.16% | |
| 42 | LMTLOCKHEED MARTIN CORP | 982 | $490.2M | 0.15% | |
| 43 | AXPAMERICAN EXPRESS CO | 1,442 | $479.0M | 0.15% | |
| 44 | PGPROCTER AND GAMBLE CO | 3,108 | $477.5M | 0.15% | |
| 45 | AMGNAMGEN INC | 1,628 | $459.4M | 0.14% | |
| 46 | HDHOME DEPOT INC | 1,040 | $421.4M | 0.13% | |
| 47 | INTUINTUIT | 600 | $409.7M | 0.13% | |
| 48 | MMM3M CO | 2,585 | $401.1M | 0.13% | |
| 49 | EWLISHARES INC | 7,101 | $392.3M | 0.12% | |
| 50 | IXJISHARES TR | 4,193 | $371.6M | 0.12% | |
| 51 | ADBEADOBE INC | 1,053 | $371.4M | 0.12% | |
| 52 | RACEFERRARI N V | 745 | $361.5M | 0.11% | |
| 53 | RSGREPUBLIC SVCS INC | 1,563 | $358.7M | 0.11% | |
| 54 | BSXBOSTON SCIENTIFIC CORP | 3,304 | $322.6M | 0.10% | |
| 55 | LBRDKLIBERTY BROADBAND CORP | 4,867 | $309.2M | 0.10% | |
| 56 | VOOVANGUARD INDEX FDS | 500 | $306.2M | 0.10% | |
| 57 | VUGVANGUARD INDEX FDS | 593 | $284.4M | 0.09% | |
| 58 | WMTWALMART INC | 2,731 | $281.4M | 0.09% | |
| 59 | DISDISNEY WALT CO | 2,438 | $279.2M | 0.09% | |
| 60 | JPMJPMORGAN CHASE & CO. | 843 | $265.9M | 0.08% | |
| 61 | AMTAMERICAN TOWER CORP NEW | 1,253 | $241.0M | 0.08% | |
| 62 | IWFISHARES TR | 514 | $240.8M | 0.08% | |
| 63 | ELVELEVANCE HEALTH INC FORMERLY | 730 | $235.9M | 0.07% | |
| 64 | VWOVANGUARD INTL EQUITY INDEX F | 4,337 | $235.0M | 0.07% | |
| 65 | FBTCFIDELITY WISE ORIGIN BITCOIN | 2,345 | $234.1M | 0.07% | |
| 66 | ETNEATON CORP PLC | 617 | $230.9M | 0.07% | |
| 67 | COSTCOSTCO WHSL CORP NEW | 242 | $224.0M | 0.07% | |
| 68 | PFEPFIZER INC | 8,141 | $207.4M | 0.06% |