East Coast Asset Management, LLC has filed a restatement of its Form 13F-HR, updating its institutional equity portfolio as of March 31, 2024. The filing, dated October 30, 2026, lists 70 individual equity positions held by the firm.
The portfolio is heavily weighted toward technology and communication services companies. Microsoft Corporation is the largest holding, with 12,919 shares. Alphabet Inc. Class C shares rank second with 476,242 shares, followed by Meta Platforms Inc. Class A shares with 124,855 shares. Other major positions include Visa Inc. Class A (20,622 shares), Mastercard Incorporated Class A (29,665 shares), and Amazon.com Inc. (75,700 shares).
The filing also lists significant positions in consumer staples and industrials, such as Procter & Gamble Co. (5,411 shares), Johnson & Johnson (7,646 shares), and Thermo Fisher Scientific Inc. (380 shares). Additionally, the portfolio includes various exchange-traded funds, including the iShares MSCI Switzerland ETF (10,502 shares) and the SPDR S&P 500 ETF Trust (5,319 shares).
