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Latest East Coast Asset Management, LLC. Stock Portfolio

$338Million | No. of Holdings #67

East Coast Asset Management, LLC. Performance

2026 Q2+12.58%
YTD+3.67%
2025+26.28%

About East Coast Asset Management, LLC. and 13F Hedge Fund Stock Holdings

East Coast Asset Management, LLC. is a hedge fund based in Essex, MA. On 2026-08-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, East Coast Asset Management, LLC. reported an equity portfolio of $338.6 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of East Coast Asset Management, LLC. are GOOG, TSLA, . The fund has invested 16.6% of it's portfolio in ALPHABET INC and 12.8% of portfolio in TESLA INC. <br><br> The fund managers got completely rid off INTUIT (INTU), PFIZER INC (PFE) and ACCENTURE PLC IRELAND (ACN) stocks. They significantly reduced their stock positions in REPUBLIC SVCS INC (RSG), META PLATFORMS INC (META) and BROADRIDGE FINL SOLUTIONS IN (BR). East Coast Asset Management, LLC. opened new stock positions in SPACE EXPLORATION TECHN CORP, ISHARES TR (IJR) and VANGUARD INDEX FDS (VB). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), ISHARES TR (IJR) and VEEVA SYS INC (VEEV).
East Coast Asset Management, LLC. Equity Portfolio Value
Last Reported on: 14 Aug, 2026
$338Million
  as of Aug 14, 2026

East Coast Asset Management, LLC. Annual Return Estimates Vs S&P 500

Our best estimate is that East Coast Asset Management, LLC. made a return of 12.58% in the last quarter. In trailing 12 months, it's portfolio return was 23.65%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
space exploration techn corp498,057
ishares tr226,645
vanguard index fds218,366
yum brands inc201,903
New stocks bought by East Coast Asset Management, LLC.

Additions

Ticker% Inc.
vanguard index fds500
ishares tr300
veeva sys inc105
echostar corp38.88
amazon com inc12.64
transdigm group inc3.4
tesla inc3.05
danaher corp del0.03
Additions to existing portfolio by East Coast Asset Management, LLC.

Reductions

Ticker% Reduced
republic svcs inc-31.99
meta platforms inc-31.33
broadridge finl solutions in-24.22
perimeter solutions inc-19.69
microsoft corp-14.78
automatic data processing in-11.16
colgate palmolive co-10.14
labcorp holdings inc-5.65
East Coast Asset Management, LLC. reduced stake in above stock

Sold off

Ticker$ Sold
pfizer inc-228,599
boston scientific corp-207,326
accenture plc ireland-219,309
jpmorgan chase & co-217,384
intuit-259,428
East Coast Asset Management, LLC. got rid off the above stocks

Sector Distribution

East Coast Asset Management, LLC. has about 20.2% of it's holdings in Others sector.

  • Others
  • Consumer Cyclical
  • Communication Services
  • Industrials
  • Technology
  • Financial Services
  • Healthcare
  • Consumer Defensive
Sector%
Others20.2
Consumer Cyclical19.6
Communication Services18.8
Industrials18.2
Technology10
Financial Services9.1
Healthcare1.9
Consumer Defensive1.1

Market Cap. Distribution

East Coast Asset Management, LLC. has about 79.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
Category%
MEGA-CAP46.5
LARGE-CAP32.6
UNALLOCATED20.2

Stocks belong to which Index?

About 73.4% of the stocks held by East Coast Asset Management, LLC. either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50067.7
Others26.6
RUSSELL 20005.7
Top 5 Winners (%)%
perimeter solutions inc
41.5 %
ANTX
elevance health inc formerly
32.1 %
GOOG
alphabet inc
23.9 %
GOOG
alphabet inc
22.7 %
IJR
ishares tr
21.0 %
Top 5 Winners ($)$
perimeter solutions inc
13.7 M
GOOG
alphabet inc
10.8 M
TSLA
tesla inc
5.0 M
TDG
transdigm group inc
4.1 M
WWD
woodward inc
1.9 M
Top 5 Losers (%)%
VB
vanguard index fds
-70.4 %
IJR
ishares tr
-60.3 %
LMT
lockheed martin corp
-15.7 %
ADBE
adobe inc
-15.7 %
CMCSA
comcast corp new
-14.4 %
Top 5 Losers ($)$
SATS
echostar corp
-2.6 M
VB
vanguard index fds
-0.7 M
IJR
ishares tr
-0.4 M
TJX
tjx cos inc new
-0.4 M
META
meta platforms inc
-0.1 M

East Coast Asset Management, LLC. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of East Coast Asset Management, LLC.

East Coast Asset Management, LLC. has 67 stocks in it's portfolio. About 75.1% of the portfolio is in top 10 stocks. SATS proved to be the most loss making stock for the portfolio. was the most profitable stock for East Coast Asset Management, LLC. last quarter.

$338.60MTotal Value
72.00Positions
14 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of East Coast Asset Management, LLC., last reported on 14 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
ACWV
Ishares Inc

Ishares Inc

ACWV
East Coast Asset Management, LLC.'s holding in Ishares Inc over time
0.13%7,101
$446.3K
0.13%
unchanged 0 percentunchanged
CGW
Invesco Exch Traded Fd Tr Ii

Invesco Exch Traded Fd Tr Ii

CGW
East Coast Asset Management, LLC.'s holding in Invesco Exch Traded Fd Tr Ii over time
0.15%6,887
$515.9K
0.15%
decreased 4.23 percentreduced
CMCSA
Comcast Corp New

Comcast Corp New

CMCSA
East Coast Asset Management, LLC.'s holding in Comcast Corp New over time
0.11%15,100
$370.7K
0.11%
decreased 1.19 percentreduced