East Coast Asset Management, LLC. Top Holdings and 13F Report (2024) → Write this ticker symbol down… (From StocksToTrade) (Ad) About East Coast Asset Management, LLC.Investment ActivityEast Coast Asset Management, LLC. has $274.15 million in total holdings as of March 31, 2024.East Coast Asset Management, LLC. owns shares of 69 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 2.28% of the portfolio was purchased this quarter.About 3.46% of the portfolio was sold this quarter.This quarter, East Coast Asset Management, LLC. has purchased 64 new stocks and bought additional shares in 16 stocks.East Coast Asset Management, LLC. sold shares of 22 stocks and completely divested from 0 stocks this quarter.Largest Holdings Alphabet $44,752,783TransDigm Group $43,405,228Meta Platforms $22,170,717Berkshire Hathaway $18,486,480Brookfield $14,085,882 Largest New Holdings this Quarter Markel Group $3,576,999 HoldingBoston Scientific $226,291 HoldingCostco Wholesale $219,789 HoldingWalmart $219,282 HoldingVanguard Growth ETF $213,748 Holding Largest Purchases this Quarter Markel Group 2,351 shares (about $3.58M)Perimeter Solutions 199,507 shares (about $1.48M)Boston Scientific 3,304 shares (about $226.29K)Costco Wholesale 300 shares (about $219.79K)Walmart 3,644 shares (about $219.28K) Largest Sales this Quarter Meta Platforms 6,608 shares (about $3.21M)TransDigm Group 2,502 shares (about $3.08M)Waste Management 12,110 shares (about $2.58M)Lockheed Martin 200 shares (about $90.97K)RTX 759 shares (about $74.02K) Sector Allocation Over TimeMap of 500 Largest Holdings ofEast Coast Asset Management, LLC. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGOOGAlphabet$44,752,783$92,726 ▲0.2%293,92316.3%Computer and TechnologyTDGTransDigm Group$43,405,228$3,081,460 ▼-6.6%35,24315.8%AerospaceMETAMeta Platforms$22,170,717$3,208,728 ▼-12.6%45,6588.1%Computer and TechnologyBRK.BBerkshire Hathaway$18,486,480$52,565 ▲0.3%43,9616.7%FinanceBNBrookfield$14,085,882$5,652 ▲0.0%336,4195.1%FinanceMAMastercard$12,868,377$9,631 ▼-0.1%26,7224.7%Business ServicesPRMPerimeter Solutions$12,463,426$1,480,342 ▲13.5%1,679,7074.5%Basic MaterialsAMZNAmazon.com$11,236,772$40,044 ▲0.4%62,2954.1%Retail/WholesaleAAPLApple$7,656,604$9,088 ▼-0.1%44,6502.8%Computer and TechnologyMCOMoody's$6,618,622$7,861 ▲0.1%16,8402.4%FinanceTJXTJX Companies$5,291,313$19,473 ▲0.4%52,1721.9%Retail/WholesaleVVisa$4,820,696$17,302 ▲0.4%17,2741.8%Business ServicesWWDWoodward$4,794,441$25,275 ▼-0.5%31,1091.7%Computer and TechnologyDEDeere & Company$4,632,016$13,555 ▼-0.3%11,2771.7%Industrial ProductsCHTRCharter Communications$4,041,595$21,798 ▼-0.5%13,9061.5%Consumer DiscretionarySHWSherwin-Williams$3,927,499$15,282 ▲0.4%11,3081.4%ConstructionSCHWCharles Schwab$3,757,174$22,932 ▼-0.6%51,9381.4%FinanceMKLMarkel Group$3,576,999$3,576,999 ▲New Holding2,3511.3%Multi-Sector ConglomeratesMSFTMicrosoft$3,544,895$73,624 ▼-2.0%8,4261.3%Computer and TechnologyWMWaste Management$3,119,920$2,581,282 ▼-45.3%14,6371.1%Business ServicesLPXLouisiana-Pacific$3,095,172$11,663 ▲0.4%36,8871.1%ConstructionSPYSPDR S&P 500 ETF Trust$2,782,2090.0%5,3191.0%FinanceBRK.ABerkshire Hathaway$2,537,7600.0%40.9%FinanceUNPUnion Pacific$2,213,820$11,067 ▲0.5%9,0020.8%TransportationCLColgate-Palmolive$1,932,070$15,218 ▼-0.8%21,4560.7%Consumer StaplesADPAutomatic Data Processing$1,741,967$65,183 ▼-3.6%6,9750.6%Business ServicesCRCrane$1,510,7530.0%11,1800.6%IndustrialsSYYSysco$1,377,092$6,900 ▲0.5%16,9630.5%Consumer StaplesVOEVanguard Mid-Cap Value ETF$1,300,202$156 ▲0.0%8,3390.5%ETFPAYXPaychex$1,250,4720.0%10,1830.5%Business ServicesLBRDKLiberty Broadband$1,225,924$21,747 ▲1.8%21,4210.4%Consumer DiscretionaryLHLaboratory Co. of America$1,080,836$12,888 ▼-1.2%4,9480.4%MedicalJNJJohnson & Johnson$1,012,336$158 ▼0.0%6,3990.4%MedicalCMCSAComcast$991,674$303 ▲0.0%22,8760.4%Consumer DiscretionaryDHRDanaher$920,8080.0%3,6870.3%Multi-Sector ConglomeratesGOOGLAlphabet$881,431$6,037 ▼-0.7%5,8400.3%Computer and TechnologyBRBroadridge Financial Solutions$822,1380.0%4,0130.3%Business ServicesOEFiShares S&P 100 ETF$679,3880.0%2,7460.2%ETFRACEFerrari$676,5790.0%1,5520.2%Auto/Tires/TrucksADBEAdobe$594,9230.0%1,1790.2%Computer and TechnologyAMGNAmgen$554,4240.0%1,9500.2%MedicalSTLAStellantis$536,342$42,450 ▼-7.3%18,9520.2%Auto/Tires/TrucksIWMiShares Russell 2000 ETF$525,8770.0%2,5010.2%FinancePGProcter & Gamble$504,223$64,894 ▼-11.4%3,1080.2%Consumer StaplesLMTLockheed Martin$498,992$90,974 ▼-15.4%1,0970.2%AerospaceSPLVInvesco S&P 500 Low Volatility ETF$473,6900.0%7,1910.2%ETFAMTAmerican Tower$438,6500.0%2,2200.2%FinancePEPPepsiCo$417,0490.0%2,3830.2%Consumer StaplesIXJiShares Global Healthcare ETF$416,5050.0%4,4710.2%ETFHDHome Depot$398,9630.0%1,0400.1%Retail/WholesaleINTUIntuit$390,0000.0%6000.1%Computer and TechnologyELVElevance Health$378,5340.0%7300.1%MedicalEWLiShares MSCI Switzerland ETF$363,013$1,952 ▼-0.5%7,6260.1%ETFIBMInternational Business Machines$338,478$764 ▲0.2%1,7730.1%Computer and TechnologyJPMJPMorgan Chase & Co.$331,6970.0%1,6560.1%FinanceRSGRepublic Services$330,808$53,603 ▼-13.9%1,7280.1%Business ServicesAXPAmerican Express$328,3290.0%1,4420.1%FinanceDISWalt Disney$310,5500.0%2,5380.1%Consumer DiscretionaryRTXRTX$310,327$74,022 ▼-19.3%3,1820.1%AerospaceCLXClorox$302,3920.0%1,9750.1%Consumer StaplesMMM3M$278,9720.0%2,6300.1%Multi-Sector ConglomeratesACNAccenture$255,4520.0%7370.1%Business ServicesPFEPfizer$246,226$16,095 ▼-6.1%8,8730.1%MedicalVOOVanguard S&P 500 ETF$240,3500.0%5000.1%ETFBSXBoston Scientific$226,291$226,291 ▲New Holding3,3040.1%MedicalTMOThermo Fisher Scientific$220,8600.0%3800.1%MedicalCOSTCostco Wholesale$219,789$219,789 ▲New Holding3000.1%Retail/WholesaleWMTWalmart$219,282$219,282 ▲New Holding3,6440.1%Retail/WholesaleVUGVanguard Growth ETF$213,748$213,748 ▲New Holding6210.1%ETFShowing largest 100 holdings. 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