What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
CIK: 0001579254
Total reported value
$338.6M
$338.6M
69 檔
38.8%
According to the latest 13F quarterly dataset, East Coast Asset Management, LLC. managed an equity portfolio of $338.6M at the end of Q1 2025, spanning 69 distinct U.S. exchange-listed positions.
In Q1 2025, East Coast Asset Management, LLC. displayed an active expansion posture, initiating 69 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 12.66% | +0.96% | -2.78% | |
| 2 | TDG | Transdigm Group Inc | Stock-Industrials | 11.60% | +0.58% | -0.53% | |
| 3 | META | Meta Platforms Inc-class A | Stock-Comm Services | 8.73% | -1.06% | -1.65% | |
| 4 | PRM | Perimeter Solutions Inc | Stock-Other | 7.40% | +0.55% | +3.31% | |
| 5 | BN | Brookfield CORP | Stock-Financials | 6.20% | — | -6.23% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 6.17% | -0.48% | -1.74% | |
| 7 | TSLA | Tesla Inc | Stock-Consumer Disc | 4.84% | +0.55% | +39.00% | |
| 8 | MA | Mastercard Inc - A | Stock-Financials | 4.56% | -0.45% | -3.51% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.85% | +0.64% | -1.48% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 3.15% | -0.08% | -1.40% | |
| 11 | MCO | Moody's CORP | Stock-Financials | 2.46% | -0.21% | -1.30% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 2.07% | -0.03% | +1.22% | |
| 13 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.04% | -0.41% | -1.88% | |
| 14 | WWD | Woodward Inc | Stock-Industrials | 1.91% | +0.16% | -1.03% | |
| 15 | DE | Deere & Co | Stock-Industrials | 1.70% | -0.03% | -5.18% | |
| 16 | CHTR | Charter Communications Inc-a | Stock-Comm Services | 1.54% | — | -4.95% | |
| 17 | MKL | Markel Group Inc | Stock-Financials | 1.43% | -0.15% | -3.05% | |
| 18 | SHW | Sherwin-williams Co/the | Stock-Materials | 1.31% | -0.08% | -2.38% | |
| 19 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.24% | -0.18% | -2.39% | |
| 20 | WM | Waste Management Inc | Stock-Industrials | 1.13% | -0.15% | -2.58% | |
| 21 | LPX | Louisiana-pacific CORP | Stock-Industrials | 1.09% | -0.06% | -2.74% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.05% | -0.02% | — | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 1.01% | -0.22% | -0.27% | |
| 24 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.85% | -0.05% | — | |
| 25 | ADP | Automatic Data Processing | Stock-Tech | 0.72% | -0.05% | -1.63% | |
| 26 | UNP | Union Pacific CORP | Stock-Industrials | 0.71% | -0.02% | -3.72% | |
| 27 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.68% | -0.08% | -0.35% | |
| 28 | CR | Crane Co | Stock-Industrials | 0.53% | — | -1.79% | |
| 29 | PAYX | Paychex Inc | Stock-Tech | 0.48% | -0.02% | -5.08% | |
| 30 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.47% | -0.03% | +0.02% | |
| 31 | SYY | Sysco CORP | Stock-Consumer Staples | 0.41% | — | -1.45% | |
| 32 | LH | Labcorp Holdings Inc | Stock-Healthcare | 0.36% | -0.05% | -6.26% | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.34% | -0.05% | -0.36% | |
| 34 | BR | Broadridge Financial Solutio | Stock-Tech | 0.30% | -0.10% | -13.08% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.30% | +0.04% | -4.54% | |
| 36 | DHR | Danaher CORP | Stock-Healthcare | 0.27% | -0.02% | +0.03% | |
| 37 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.26% | +0.01% | — | |
| 38 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.24% | -0.03% | -7.85% | |
| 39 | LBRDK | Liberty Broadband-c | Stock-Comm Services | 0.19% | — | -1.53% | |
| 40 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.19% | -0.02% | — | |
| 41 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.19% | -0.02% | — | |
| 42 | AMGN | Amgen Inc | Stock-Healthcare | 0.18% | -0.02% | -16.51% | |
| 43 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.18% | +0.02% | — | |
| 44 | IBM | Intl Business Machines CORP | Stock-Tech | 0.16% | +0.01% | +0.11% | |
| 45 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.16% | -0.05% | -6.21% | |
| 46 | RTX | Rtx CORP | Stock-Industrials | 0.15% | -0.02% | +3.41% | |
| 47 | IXJ | Ishares Global Healthcare Et | ETF-Other | 0.14% | -0.01% | — | |
| 48 | ADBE | Adobe Inc | Stock-Tech | 0.14% | -0.02% | — | |
| 49 | EWL | Ishares Msci Switzerland ETF | ETF-Other | 0.14% | -0.01% | — | |
| 50 | AXP | American Express Co | Stock-Financials | 0.14% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 2 | TDG | Transdigm Group Inc | — | NEW | New buy |
| 3 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 4 | PRM | Perimeter Solutions Inc | — | NEW | New buy |
| 5 | BN | Brookfield CORP | — | NEW | New buy |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 7 | TSLA | Tesla Inc | — | NEW | New buy |
| 8 | MA | Mastercard Inc - A | — | NEW | New buy |
| 9 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 10 | AAPL | Apple Inc | — | NEW | New buy |
| 11 | MCO | Moody's CORP | — | NEW | New buy |
| 12 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 13 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 14 | WWD | Woodward Inc | — | NEW | New buy |
| 15 | DE | Deere & Co | — | NEW | New buy |
| 16 | CHTR | Charter Communications Inc-a | — | NEW | New buy |
| 17 | MKL | Markel Group Inc | — | NEW | New buy |
| 18 | SHW | Sherwin-williams Co/the | — | NEW | New buy |
| 19 | SCHW | Schwab (charles) CORP | — | NEW | New buy |
| 20 | WM | Waste Management Inc | — | NEW | New buy |
| 21 | LPX | Louisiana-pacific CORP | — | NEW | New buy |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 23 | MSFT | Microsoft CORP | — | NEW | New buy |
| 24 | BRK-A | Berkshire Hathaway Inc-cl A | — | NEW | New buy |
| 25 | ADP | Automatic Data Processing | — | NEW | New buy |
| 26 | UNP | Union Pacific CORP | — | NEW | New buy |
| 27 | CL | Colgate-palmolive Co | — | NEW | New buy |
| 28 | CR | Crane Co | — | NEW | New buy |
| 29 | PAYX | Paychex Inc | — | NEW | New buy |
| 30 | VOE | Vanguard Mid-cap Value ETF | — | NEW | New buy |
| 31 | SYY | Sysco CORP | — | NEW | New buy |
| 32 | LH | Labcorp Holdings Inc | — | NEW | New buy |
| 33 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 34 | BR | Broadridge Financial Solutio | — | NEW | New buy |
| 35 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 36 | DHR | Danaher CORP | — | NEW | New buy |
| 37 | OEF | Ishares S&p 100 ETF | — | NEW | New buy |
| 38 | CMCSA | Comcast Corp-class A | — | NEW | New buy |
| 39 | LBRDK | Liberty Broadband-c | — | NEW | New buy |
| 40 | SPLV | Invesco S&p 500 Low Volatili | — | NEW | New buy |
| 41 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 42 | AMGN | Amgen Inc | — | NEW | New buy |
| 43 | IWM | Ishares Russell 2000 ETF | — | NEW | New buy |
| 44 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 45 | LMT | Lockheed Martin CORP | — | NEW | New buy |
| 46 | RTX | Rtx CORP | — | NEW | New buy |
| 47 | IXJ | Ishares Global Healthcare Et | — | NEW | New buy |
| 48 | ADBE | Adobe Inc | — | NEW | New buy |
| 49 | EWL | Ishares Msci Switzerland ETF | — | NEW | New buy |
| 50 | AXP | American Express Co | — | NEW | New buy |
According to official SEC Form 13F filings, East Coast Asset Management, LLC. reported a total U.S. public equity portfolio value of $338.6M across 69 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including GOOG, TDG, META) accounted for 38.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
GOOG
市值: $35.8M
During Q1 2025, East Coast Asset Management, LLC.'s top holdings by market value included GOOG (12.7%)、TDG (11.6%)、META (8.7%). The largest single position, GOOG, represented 12.7% of total portfolio value.
In Q1 2025, East Coast Asset Management, LLC. made 69 total portfolio adjustments, initiating 69 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.