East Coast Asset Management, LLC has filed a restatement of its Form 13F-HR for the period ending September 30, 2020. The filing, submitted on October 30, 2026, details the firm's equity portfolio as of the specified date.
The information table lists 62 distinct equity securities held by the firm. The largest holding in the portfolio is Woodward Inc., with 28,268 shares. Other significant positions include Mastercard Incorporated with 23,577 shares, Alphabet Inc. Class C shares with 46,733 shares, and Visa Inc. Class A shares with 3,929 shares.
The portfolio is diversified across various sectors. Technology holdings include Microsoft Corporation, Adobe Systems Incorporated, and Salesforce.com, Inc. (noted as TransDigm Group Inc. in the filing). Healthcare positions include Pfizer Inc. and Johnson & Johnson. Consumer staples and discretionary stocks are represented by Procter & Gamble Co., PepsiCo Inc., and The TJX Companies, Inc.
Exchange-traded funds also comprise a portion of the portfolio. The firm holds shares in the SPDR S&P 500 ETF Trust, the iShares MSCI Switzerland ETF, and the iShares Core S&P 500 ETF.
