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East Coast Asset Management, Llc. 13F Filings, Portfolio & Analysis

CIK: 0001579254
Essex 16 Martin Street Po Box 566
Zip Code: 01929
Latest Portfolio Value
$303.45 M
-10.76%
Total Holdings
68
-1
Latest Report Date
Q1 2026
Top 10 Concentration
72.25%

East Coast Asset Management, Llc. — Portfolio Overview & Company Profile

East Coast Asset Management, Llc. (CIK: 0001579254) is a financial institution headquartered at 16 Martin Street, Po Box 566, Essex, Massachusetts 01929. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-03-31), the institution manages a portfolio valued at $303.45 M, comprising 68 distinct securities. Over its filing history, it has submitted 57 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q1 2026 — Top-10 concentration: 72.3%. Quarterly turnover: 2.7%. ▲ 2 new, +2 added, −33 reduced, ×3 exited.

Portfolio Summary (Q1 2026)

Top Buys

Q1 2026

Top Sells

Q1 2026
−$8.65 M
−$4.37 M
−$1.84 M
−$229,938.3

Asset Allocation

Stocks/ETFs
-10.76%
$303.45 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q1 2026)

Name Shares Market Value Weight Change Activity
165,966 $47.61 M 15.69% ▼ 30,153 Reduce -15.4%
99,862 $37.12 M 12.23% ▲ 18,267 Add 22.4%
1.36 M $33.15 M 10.93% ▼ 8,797 Reduce -0.6%
23,220 $26.91 M 8.87% ▼ 121 Reduce -0.5%
137,244 $16.07 M 5.29%
30,163 $14.45 M 4.76% ▼ 428 Reduce -1.4%
59,474 $12.39 M 4.08% ▼ 936 Reduce -1.6%
22,883 $11.43 M 3.77% ▼ 359 Reduce -1.5%
28,729 $10.28 M 3.39% ▼ 311 Reduce -1.1%
38,704 $9.82 M 3.24% ▼ 906 Reduce -2.3%

Historical Portfolio Charts