East Coast Asset Management, LLC has filed a restatement of its Form 13F-HR, updating its institutional holdings as of September 30, 2025. The filing, signed by Chief Compliance Officer Paula Dube on October 26, 2026, lists 77 distinct equity positions held by the firm.
The portfolio is heavily weighted toward large-cap technology and consumer staples companies. The largest position disclosed is Alphabet Inc. Class C capital stock, held at 383,031 shares. Other major holdings include Meta Platforms Inc. Class A with 95,240 shares, Mastercard Incorporated Class A with 27,416 shares, and Tesla Inc. with 169,640 shares.
Significant positions were also taken in Johnson & Johnson (6,937 shares), Paychex Inc. (10,561 shares), and Waste Management Inc. (15,799 shares). The filing also lists several exchange-traded funds, including the SPDR S&P 500 ETF Trust (5,617 shares) and the iShares Core S&P 500 ETF (394 shares).
