East Coast Asset Management, LLC filed a restatement of its Form 13F-HR for the period ending December 31, 2024. The filing, signed by Chief Compliance Officer Paula Dube on October 30, 2026, lists 77 total equity securities held by the firm.
The portfolio includes a mix of large-cap technology and consumer staples companies. Major holdings include Alphabet Inc. Class A and Class C shares, with Class C shares comprising the largest position at 401,317 shares. Other notable technology holdings include Tesla Inc. with 69,914 shares, Microsoft Corp. with 12,334 shares, and Meta Platforms Inc. Class A with 102,500 shares.
The filing also lists significant positions in financial services, including JPMorgan Chase & Co. with 4,426 shares and Visa Inc. Class A with 20,298 shares. Consumer discretionary names such as TJX Cos. Inc. and Walmart Inc. are also included, holding 66,213 and 2,363 shares, respectively.
In addition to individual stocks, the filing discloses several exchange-traded funds (ETFs) within the portfolio. These include the iShares Core S&P 500 ETF, the iShares MSCI EAFE ETF, and the SPDR S&P 500 ETF Trust. The filing also lists a position in the Invesco Exchange Traded Fund Trust II S&P 500 Low Volatility ETF.
