Fund Universe

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☆East Coast Asset Management, LLC.

CIK 0001579254 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.762
AUM ($M)
339
Positions
67
Turnover
0.05
Top-10 wt
75%
Herfindahl
0.079
History (qtrs)
6
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 72 positions · portfolio value $339M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆GOOG funds › ALPHABET INC TRIM — 16.6% +1.0% 56.4 159,525 -6,441 5 —
☆TSLA funds › TESLA INC ADD — 12.8% +0.5% 43.3 102,906 +3,044 5 —
☆PRM funds › PERIMETER SOLUTIONS INC TRIM — 11.5% +0.6% 38.9 1,090,264 -267,319 5 —
☆TDG funds › TRANSDIGM GROUP INC ADD — 9.4% +0.6% 32.0 24,009 +789 5 —
☆ECHO funds › ECHOSTAR CORP ADD — 5.7% +0.4% 19.3 190,609 +53,365 3 —
☆AMZN funds › AMAZON COM INC ADD — 4.7% +0.6% 16.0 66,992 +7,518 5 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM — 4.3% -0.5% 14.5 28,980 -1,183 5 —
☆WWD funds › WOODWARD INC TRIM — 3.5% +0.2% 12.0 28,243 -486 5 —
☆MA funds › MASTERCARD INCORPORATED TRIM — 3.3% -0.4% 11.2 21,879 -1,004 5 —
☆AAPL funds › APPLE INC TRIM — 3.2% -0.1% 10.7 36,936 -1,768 5 —
☆TJX funds › TJX COS INC NEW TRIM — 2.0% -0.4% 6.7 43,911 -1,131 5 —
☆DE funds › DEERE & CO TRIM — 1.9% -0.0% 6.3 9,888 -264 5 —
☆MCO funds › MOODYS CORP TRIM — 1.8% -0.2% 6.0 13,295 -535 5 —
☆META funds › META PLATFORMS INC TRIM — 1.6% -1.1% 5.5 9,754 -4,450 5 —
☆V funds › VISA INC TRIM — 1.6% -0.0% 5.3 15,462 -578 5 —
☆SCHW funds › SCHWAB CHARLES CORP TRIM — 1.2% -0.2% 4.0 43,501 -618 5 —
☆MKL funds › MARKEL GROUP INC TRIM — 1.2% -0.1% 3.9 2,001 -66 5 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T TRIM — 1.1% -0.0% 3.6 4,793 -248 5 —
☆SHW funds › SHERWIN WILLIAMS CO TRIM — 1.0% -0.1% 3.5 10,057 -319 5 —
☆VEEV funds › VEEVA SYS INC ADD — 1.0% +0.5% 3.5 19,483 +10,003 2 —
☆WM funds › WASTE MGMT INC DEL TRIM — 0.9% -0.2% 2.9 13,035 -284 5 —
☆MSFT funds › MICROSOFT CORP TRIM — 0.7% -0.2% 2.5 6,804 -1,180 5 —
☆LPX funds › LOUISIANA PAC CORP TRIM — 0.7% -0.1% 2.3 29,748 -1,677 5 —
☆CUSIP:084670108 funds › BERKSHIRE HATHAWAY INC DEL HOLD — 0.7% -0.0% 2.2 3 +0 5 —
☆UNP funds › UNION PAC CORP TRIM — 0.6% -0.0% 2.2 7,969 -224 5 —
☆GOOGL funds › ALPHABET INC TRIM — 0.6% +0.0% 1.9 5,237 -160 5 —
☆CL funds › COLGATE PALMOLIVE CO TRIM — 0.5% -0.1% 1.7 18,204 -2,054 5 —
☆VOE funds › VANGUARD INDEX FDS TRIM — 0.5% -0.0% 1.5 7,756 -146 5 —
☆JNJ funds › JOHNSON & JOHNSON TRIM — 0.4% -0.1% 1.3 5,075 -283 5 —
☆ADP funds › AUTOMATIC DATA PROCESSING IN TRIM — 0.4% -0.1% 1.3 5,596 -703 5 —
☆SYY funds › SYSCO CORP TRIM — 0.4% +0.0% 1.2 14,343 -399 5 —
☆LH funds › LABCORP HOLDINGS INC TRIM — 0.3% -0.0% 1.1 3,926 -235 5 —
☆OEF funds › ISHARES TR HOLD — 0.3% +0.0% 1.0 2,746 +0 5 —
☆PAYX funds › PAYCHEX INC TRIM — 0.2% -0.0% 0.8 8,324 -136 5 —
☆IWM funds › ISHARES TR TRIM — 0.2% +0.0% 0.7 2,440 -18 5 —
☆DHR funds › DANAHER CORP DEL ADD — 0.2% -0.0% 0.7 3,579 +1 5 —
☆AMGN funds › AMGEN INC HOLD — 0.2% -0.0% 0.6 1,628 +0 5 —
☆RTX funds › RTX CORPORATION TRIM — 0.2% -0.0% 0.5 2,766 -29 5 —
☆SPLV funds › INVESCO EXCH TRADED FD TR II TRIM — 0.2% -0.0% 0.5 6,887 -304 5 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS HOLD — 0.1% +0.0% 0.5 1,793 +0 5 —
☆SPCX funds › SPACE EXPLORATION TECHN CORP NEW — 0.1% +0.1% 0.5 2,915 +2,915 1 —
☆AXP funds › AMERICAN EXPRESS CO HOLD — 0.1% +0.0% 0.5 1,442 +0 5 —
☆LMT funds › LOCKHEED MARTIN CORP HOLD — 0.1% -0.0% 0.5 932 +0 5 —
☆BR funds › BROADRIDGE FINL SOLUTIONS IN TRIM — 0.1% -0.1% 0.5 3,363 -1,075 5 —
☆PG funds › PROCTER & GAMBLE CO ADD — 0.1% -0.0% 0.5 3,108 +1 5 —
☆EWL funds › ISHARES INC HOLD — 0.1% -0.0% 0.4 7,101 +0 5 —
☆MMM funds › 3M CO TRIM — 0.1% -0.0% 0.4 2,538 -46 5 —
☆IXJ funds › ISHARES TR TRIM — 0.1% -0.0% 0.4 3,963 -230 5 —
☆FBTC funds › FIDELITY WISE ORIGIN BITCOIN HOLD — 0.1% -0.0% 0.4 7,550 +0 4 —
☆CMCSA funds › COMCAST CORP NEW TRIM — 0.1% -0.0% 0.4 15,100 -182 5 —
☆VOO funds › VANGUARD INDEX FDS HOLD — 0.1% +0.0% 0.3 500 +0 5 —
☆WMT funds › WALMART INC TRIM — 0.1% -0.0% 0.3 2,568 -37 5 —
☆HD funds › HOME DEPOT INC TRIM — 0.1% -0.0% 0.3 813 -39 5 —
☆ELV funds › ELEVANCE HEALTH INC FORMERLY HOLD — 0.1% +0.0% 0.3 730 +0 5 —
☆VUG funds › VANGUARD INDEX FDS ADD — 0.1% +0.0% 0.3 3,246 +2,705 5 —
☆RACE funds › FERRARI N V HOLD — 0.1% -0.0% 0.3 745 +0 5 —
☆ETN funds › EATON CORP PLC HOLD — 0.1% +0.0% 0.3 617 +0 2 —
☆AKRE funds › PROFESIONALLY MANAGED PORTFO HOLD — 0.1% -0.0% 0.3 4,872 +0 3 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F HOLD — 0.1% -0.0% 0.3 4,337 +0 5 —
☆IWF funds › ISHARES TR ADD — 0.1% +0.0% 0.3 2,056 +1,542 5 —
☆IJR funds › ISHARES TR NEW — 0.1% +0.1% 0.2 1,528 +1,528 1 —
☆RSG funds › REPUBLIC SVCS INC TRIM — 0.1% -0.0% 0.2 1,063 -500 5 —
☆COST funds › COSTCO WHOLESALE CORPORATION HOLD — 0.1% -0.0% 0.2 242 +0 5 —
☆VTV funds › VANGUARD INDEX FDS NEW — 0.1% +0.1% 0.2 1,002 +1,002 1 —
☆ADBE funds › ADOBE INC HOLD — 0.1% -0.0% 0.2 1,053 +0 5 —
☆AMT funds › AMERICAN TOWER CORP HOLD — 0.1% -0.0% 0.2 1,253 +0 5 —
☆YUM funds › YUM BRANDS INC NEW — 0.1% +0.1% 0.2 1,263 +1,263 1 —
☆ACN funds › ACCENTURE PLC IRELAND EXIT — 0.0% -0.1% 0.0 0 -1,106 0 —
☆INTU funds › INTUIT EXIT — 0.0% -0.1% 0.0 0 -600 0 —
☆BSX funds › BOSTON SCIENTIFIC CORP EXIT — 0.0% -0.1% 0.0 0 -3,304 0 —
☆PFE funds › PFIZER INC EXIT — 0.0% -0.1% 0.0 0 -8,141 0 —
☆JPM funds › JPMORGAN CHASE & CO EXIT — 0.0% -0.1% 0.0 0 -739 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 339 67 0.05 75% 0.079 0.761 — in
2026Q1 303 68 0.06 72% 0.073 0.709 — in
2025Q4 340 69 0.09 73% 0.078 0.632 — in
2025Q3 319 68 0.08 74% 0.074 0.651 — in
2025Q2 301 69 0.08 70% 0.066 0.658 — entered
2025Q1 282 69 0.00 69% 0.061 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status