East Coast Asset Management, LLC has filed a restatement of its Form 13F-HR for the period ending March 31, 2023. The filing, submitted on October 30, 2026, lists the firm's equity securities holdings as of the specified quarter.
The filing details a portfolio of 64 individual securities. The largest holding disclosed is Alphabet Inc., Class C shares, for which the firm reported owning 559,103 shares. Other major positions include Mastercard Incorporated Class A shares with 29,998 shares, and TRANSDIGM Group Inc. with 81,723 shares.
The portfolio is diversified across various sectors, including technology, healthcare, and consumer goods. Key holdings identified in the filing include Microsoft Corporation, Johnson & Johnson, Visa Inc., and Procter & Gamble Co. The firm also holds significant positions in exchange-traded funds, such as the iShares MSCI Switzerland ETF and the SPDR S&P 500 ETF Trust.
