East Coast Asset Management, LLC. Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$299.3B
Holdings
71
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (71 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GOOGALPHABET INC | 235,391 | $44.8B | 14.98% | |
| 2 | T7DTRANSDIGM GROUP INC | 23,802 | $30.2B | 10.08% | |
| 3 | PRMPERIMETER SOLUTIONS INC | 2,007,462 | $25.7B | 8.57% | |
| 4 | METAMETA PLATFORMS INC | 43,460 | $25.4B | 8.50% | |
| 5 | BNBROOKFIELD CORP | 356,237 | $20.5B | 6.84% | |
| 6 | TSLATESLA INC | 37,962 | $15.3B | 5.12% | |
| 7 | BRK/BBERKSHIRE HATHAWAY INC DEL | 33,267 | $15.1B | 5.04% | |
| 8 | MAMASTERCARD INCORPORATED | 24,365 | $12.8B | 4.29% | |
| 9 | AMZNAMAZON COM INC | 58,033 | $12.7B | 4.25% | |
| 10 | AAPLAPPLE INC | 40,580 | $10.2B | 3.40% | |
| 11 | MCOMOODYS CORP | 15,119 | $7.2B | 2.39% | |
| 12 | TJXTJX COS INC NEW | 48,179 | $5.8B | 1.94% | |
| 13 | VVISA INC | 16,484 | $5.2B | 1.74% | |
| 14 | WWDWOODWARD INC | 29,799 | $5.0B | 1.66% | |
| 15 | DEDEERE & CO | 10,779 | $4.6B | 1.53% | |
| 16 | CHTRCHARTER COMMUNICATIONS INC N | 12,394 | $4.2B | 1.42% | |
| 17 | MKLMARKEL GROUP INC | 2,232 | $3.9B | 1.29% | |
| 18 | SHWSHERWIN WILLIAMS CO | 10,836 | $3.7B | 1.23% | |
| 19 | LPXLOUISIANA PAC CORP | 34,537 | $3.6B | 1.19% | |
| 20 | SCHWSCHWAB CHARLES CORP | 45,990 | $3.4B | 1.14% | |
| 21 | MSFTMICROSOFT CORP | 7,641 | $3.2B | 1.08% | |
| 22 | SPYSPDR S&P 500 ETF TR | 5,319 | $3.1B | 1.04% | |
| 23 | WMWASTE MGMT INC DEL | 14,097 | $2.8B | 0.95% | |
| 24 | BRK-BBERKSHIRE HATHAWAY INC DEL | 3 | $2.0B | 0.68% | |
| 25 | UNPUNION PAC CORP | 8,869 | $2.0B | 0.68% | |
| 26 | ADPAUTOMATIC DATA PROCESSING IN | 6,731 | $2.0B | 0.66% | |
| 27 | CLCOLGATE PALMOLIVE CO | 20,651 | $1.9B | 0.63% | |
| 28 | CRCRANE COMPANY | 9,935 | $1.5B | 0.50% | |
| 29 | VOEVANGUARD INDEX FDS | 8,345 | $1.3B | 0.45% | |
| 30 | PAYXPAYCHEX INC | 9,178 | $1.3B | 0.43% | |
| 31 | SYYSYSCO CORP | 15,838 | $1.2B | 0.40% | |
| 32 | GOOGLALPHABET INC | 5,725 | $1.1B | 0.36% | |
| 33 | LHLABCORP HOLDINGS INC | 4,602 | $1.1B | 0.35% | |
| 34 | BRBROADRIDGE FINL SOLUTIONS IN | 4,013 | $907.3M | 0.30% | |
| 35 | DHRDANAHER CORPORATION | 3,688 | $846.7M | 0.28% | |
| 36 | JNJJOHNSON & JOHNSON | 5,834 | $843.8M | 0.28% | |
| 37 | OEFISHARES TR | 2,746 | $793.2M | 0.27% | |
| 38 | CMCSACOMCAST CORP NEW | 20,134 | $755.6M | 0.25% | |
| 39 | IWMISHARES TR | 2,482 | $548.3M | 0.18% | |
| 40 | PGPROCTER AND GAMBLE CO | 3,108 | $521.0M | 0.17% | |
| 41 | LMTLOCKHEED MARTIN CORP | 1,047 | $508.8M | 0.17% | |
| 42 | AMGNAMGEN INC | 1,950 | $508.2M | 0.17% | |
| 43 | SPLVINVESCO EXCH TRADED FD TR II | 7,191 | $503.4M | 0.17% | |
| 44 | LBRDKLIBERTY BROADBAND CORP | 6,552 | $489.8M | 0.16% | |
| 45 | ADBEADOBE INC | 1,053 | $468.2M | 0.16% | |
| 46 | AXPAMERICAN EXPRESS CO | 1,442 | $428.0M | 0.14% | |
| 47 | HDHOME DEPOT INC | 1,040 | $404.6M | 0.14% | |
| 48 | IBMINTERNATIONAL BUSINESS MACHS | 1,783 | $391.9M | 0.13% | |
| 49 | IXJISHARES TR | 4,471 | $384.4M | 0.13% | |
| 50 | INTUINTUIT | 600 | $377.1M | 0.13% | |
| 51 | RTXRTX CORPORATION | 3,163 | $366.0M | 0.12% | |
| 52 | PEPPEPSICO INC | 2,383 | $362.4M | 0.12% | |
| 53 | RACEFERRARI N V | 832 | $353.5M | 0.12% | |
| 54 | EWLISHARES INC | 7,626 | $350.5M | 0.12% | |
| 55 | MMM3M CO | 2,585 | $333.6M | 0.11% | |
| 56 | CLXCLOROX CO DEL | 1,965 | $319.1M | 0.11% | |
| 57 | RSGREPUBLIC SVCS INC | 1,563 | $314.4M | 0.11% | |
| 58 | WMTWALMART INC | 3,338 | $301.6M | 0.10% | |
| 59 | BSXBOSTON SCIENTIFIC CORP | 3,304 | $295.1M | 0.10% | |
| 60 | DISDISNEY WALT CO | 2,438 | $271.5M | 0.09% | |
| 61 | VOOVANGUARD INDEX FDS | 500 | $269.4M | 0.09% | |
| 62 | ELVELEVANCE HEALTH INC | 730 | $269.3M | 0.09% | |
| 63 | ACNACCENTURE PLC IRELAND | 737 | $259.3M | 0.09% | |
| 64 | JPMJPMORGAN CHASE & CO. | 1,056 | $253.1M | 0.08% | |
| 65 | VUGVANGUARD INDEX FDS | 593 | $243.4M | 0.08% | |
| 66 | PFEPFIZER INC | 8,741 | $231.9M | 0.08% | |
| 67 | COSTCOSTCO WHSL CORP NEW | 242 | $221.7M | 0.07% | |
| 68 | AMTAMERICAN TOWER CORP NEW | 1,195 | $219.2M | 0.07% | |
| 69 | IWFISHARES TR | 514 | $206.4M | 0.07% | |
| 70 | ETNEATON CORP PLC | 617 | $204.8M | 0.07% | |
| 71 | CARRCARRIER GLOBAL CORPORATION | 2,940 | $200.7M | 0.07% |