East Coast Asset Management, LLC. Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$340.0M
Holdings
69
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (69 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GOOGALPHABET INC | 196,119 | $61.5M | 18.10% | |
| 2 | PRMPERIMETER SOLUTIONS INC | 1,366,380 | $37.6M | 11.06% | |
| 3 | TSLATESLA INC | 81,595 | $36.7M | 10.79% | |
| 4 | T7DTRANSDIGM GROUP INC | 23,341 | $31.0M | 9.13% | |
| 5 | BRK/BBERKSHIRE HATHAWAY INC DEL | 30,591 | $15.4M | 4.52% | |
| 6 | SATSECHOSTAR CORP | 137,244 | $14.9M | 4.39% | |
| 7 | METAMETA PLATFORMS INC | 21,842 | $14.4M | 4.24% | |
| 8 | AMZNAMAZON COM INC | 60,410 | $13.9M | 4.10% | |
| 9 | MAMASTERCARD INCORPORATED | 23,242 | $13.3M | 3.90% | |
| 10 | AAPLAPPLE INC | 39,610 | $10.8M | 3.17% | |
| 11 | WWDWOODWARD INC | 29,040 | $8.8M | 2.58% | |
| 12 | MCOMOODYS CORP | 14,235 | $7.3M | 2.14% | |
| 13 | TJXTJX COS INC NEW | 45,657 | $7.0M | 2.06% | |
| 14 | VVISA INC | 16,232 | $5.7M | 1.67% | |
| 15 | DEDEERE & CO | 10,242 | $4.8M | 1.40% | |
| 16 | MKLMARKEL GROUP INC | 2,096 | $4.5M | 1.32% | |
| 17 | SCHWSCHWAB CHARLES CORP | 44,986 | $4.5M | 1.32% | |
| 18 | MSFTMICROSOFT CORP | 8,310 | $4.0M | 1.18% | |
| 19 | SPYSPDR S&P 500 ETF TR | 5,041 | $3.4M | 1.01% | |
| 20 | SHWSHERWIN WILLIAMS CO | 10,468 | $3.4M | 1.00% | |
| 21 | WMWASTE MGMT INC DEL | 13,424 | $2.9M | 0.87% | |
| 22 | LPXLOUISIANA PAC CORP | 32,208 | $2.6M | 0.76% | |
| 23 | BRK-BBERKSHIRE HATHAWAY INC DEL | 3 | $2.3M | 0.67% | |
| 24 | UNPUNION PAC CORP | 8,320 | $1.9M | 0.57% | |
| 25 | CRCRANE COMPANY | 9,957 | $1.8M | 0.54% | |
| 26 | ADPAUTOMATIC DATA PROCESSING IN | 6,653 | $1.7M | 0.50% | |
| 27 | GOOGLALPHABET INC | 5,397 | $1.7M | 0.50% | |
| 28 | CLCOLGATE PALMOLIVE CO | 20,583 | $1.6M | 0.48% | |
| 29 | VOEVANGUARD INDEX FDS | 7,900 | $1.4M | 0.41% | |
| 30 | JNJJOHNSON & JOHNSON | 5,428 | $1.1M | 0.33% | |
| 31 | SYYSYSCO CORP | 15,128 | $1.1M | 0.33% | |
| 32 | LHLABCORP HOLDINGS INC | 4,299 | $1.1M | 0.32% | |
| 33 | BRBROADRIDGE FINL SOLUTIONS IN | 4,438 | $990K | 0.29% | |
| 34 | PAYXPAYCHEX INC | 8,712 | $977K | 0.29% | |
| 35 | OEFISHARES TR | 2,746 | $941K | 0.28% | |
| 36 | DHRDANAHER CORPORATION | 3,578 | $819K | 0.24% | |
| 37 | IWMISHARES TR | 2,458 | $605K | 0.18% | |
| 38 | FBTCFIDELITY WISE ORIGIN BITCOIN | 7,550 | $575K | 0.17% | |
| 39 | AXPAMERICAN EXPRESS CO | 1,442 | $533K | 0.16% | |
| 40 | AMGNAMGEN INC | 1,628 | $532K | 0.16% | |
| 41 | IBMINTERNATIONAL BUSINESS MACHS | 1,793 | $531K | 0.16% | |
| 42 | RTXRTX CORPORATION | 2,859 | $524K | 0.15% | |
| 43 | SPLVINVESCO EXCH TRADED FD TR II | 7,191 | $513K | 0.15% | |
| 44 | CMCSACOMCAST CORP NEW | 15,517 | $463K | 0.14% | |
| 45 | LMTLOCKHEED MARTIN CORP | 932 | $450K | 0.13% | |
| 46 | PGPROCTER AND GAMBLE CO | 3,107 | $445K | 0.13% | |
| 47 | EWLISHARES INC | 7,101 | $425K | 0.12% | |
| 48 | MMM3M CO | 2,584 | $413K | 0.12% | |
| 49 | IXJISHARES TR | 4,193 | $408K | 0.12% | |
| 50 | INTUINTUIT | 600 | $397K | 0.12% | |
| 51 | ADBEADOBE INC | 1,053 | $368K | 0.11% | |
| 52 | RSGREPUBLIC SVCS INC | 1,563 | $331K | 0.10% | |
| 53 | HDHOME DEPOT INC | 937 | $322K | 0.09% | |
| 54 | AKREPROFESIONALLY MANAGED PORTFO | 4,889 | $320K | 0.09% | |
| 55 | BSXBOSTON SCIENTIFIC CORP | 3,304 | $315K | 0.09% | |
| 56 | VOOVANGUARD INDEX FDS | 500 | $313K | 0.09% | |
| 57 | WMTWALMART INC | 2,730 | $304K | 0.09% | |
| 58 | ACNACCENTURE PLC IRELAND | 1,106 | $296K | 0.09% | |
| 59 | VUGVANGUARD INDEX FDS | 593 | $289K | 0.08% | |
| 60 | RACEFERRARI N V | 745 | $275K | 0.08% | |
| 61 | ELVELEVANCE HEALTH INC FORMERLY | 730 | $255K | 0.07% | |
| 62 | JPMJPMORGAN CHASE & CO. | 794 | $255K | 0.07% | |
| 63 | IWFISHARES TR | 514 | $243K | 0.07% | |
| 64 | VWOVANGUARD INTL EQUITY INDEX F | 4,337 | $233K | 0.07% | |
| 65 | DISDISNEY WALT CO | 1,978 | $225K | 0.07% | |
| 66 | TMOTHERMO FISHER SCIENTIFIC INC | 380 | $220K | 0.06% | |
| 67 | AMTAMERICAN TOWER CORP NEW | 1,253 | $220K | 0.06% | |
| 68 | COSTCOSTCO WHSL CORP NEW | 242 | $208K | 0.06% | |
| 69 | PFEPFIZER INC | 8,141 | $202K | 0.06% |