Titelia

Holdings of East Coast Asset Management, LLC.

64 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 72.5 % of the equity sleeve

Sector breakdown

  • Financials 19.8 %
  • Communication 19.1 %
  • Consumer discretionary 18.8 %
  • Industrials 8.2 %
  • Technology 5.3 %
  • Consumer staples 1.3 %
  • Materials 1.1 %
  • Health care 1.1 %
  • Funds 0.4 %
  • Real estate 0.1 %
  • Unattributed 24.8 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US64302.5M $100.00 %

Positions

RankCompanySharesValueWeight
1Alphabet Inc 165,96647.6M $
2Tesla Inc 99,86237.1M $
3Perimeter Solutions Inc 1,357,58333.2M $
4TransDigm Group Inc 23,22026.9M $
5EchoStar Corp 137,24416.1M $
6Berkshire Hathaway Inc 30,16314.5M $
7Amazon.com Inc 59,47412.4M $
8Mastercard Inc 22,88311.4M $
9Woodward Inc 28,72910.3M $
10Apple Inc 38,7049.8M $
11Meta Platforms Inc 14,2048.1M $
12TJX Cos Inc/The 45,0427.2M $
13Moody's Corp 13,8306M $
14Deere & Co 10,1525.7M $
15Visa Inc 16,0404.8M $
16Charles Schwab Corp/The 44,1194.1M $
17Markel Group Inc 2,0674M $
18Sherwin-Williams Co/The 10,3763.3M $
19State Street SPDR S&P 500 ETF Trust 5,0413.3M $
20Waste Management Inc 13,3193.1M $
21Microsoft Corp 7,9843M $
22Louisiana-Pacific Corp 31,4252.3M $
23Berkshire Hathaway Inc 32.2M $
24Union Pacific Corp 8,1932M $
25Colgate-Palmolive Co 20,2581.7M $
26Veeva Systems Inc 9,4801.7M $
27Alphabet Inc 5,3971.6M $
28Vanguard Index Funds 7,9021.5M $
29Johnson & Johnson 5,3581.3M $
30Automatic Data Processing Inc 6,2991.3M $
31Labcorp Holdings Inc 4,1611.1M $
32Sysco Corp 14,7421.1M $
33Ishares S&p 100 Etf 2,746873.4K $
34Paychex Inc 8,460779.3K $
35Broadridge Financial Solutions Inc 4,438721.1K $
36Danaher Corp 3,578678.5K $
37iShares Russell 2000 ETF 2,458609.7K $
38Amgen Inc 1,628572.8K $
39Lockheed Martin Corp 932563.3K $
40RTX Corp 2,795539.3K $
41Invesco S&P 500 Low Volatility 7,191526K $
42Procter & Gamble Co/The 3,107448.9K $
43Fidelity Wise Origin Bitcoin Fund 7,550445.7K $
44Comcast Corp 15,282438.7K $
45American Express Co 1,442436.2K $
46International Business Machines Corp. 1,793434.6K $
47Ishares Inc 7,101417.6K $
48iShares Trust 4,193392.2K $
493M Co 2,584375.4K $
50Republic Services Inc 1,563342.3K $
51Walmart Inc 2,605323.8K $
52Vanguard S&P 500 ETF 500298.8K $
53Home Depot Inc/The 852280.2K $
54Intuit Inc 600259.4K $
55Adobe Inc 1,053256K $
56Costco Wholesale Corp 242241.1K $
57Vanguard Growth ETF 541236.3K $
58Vanguard International Equity Index Funds 4,337234.4K $
59Pfizer Inc 8,141228.6K $
60iShares Russell 1000 Growth ETF 514219.2K $
61JPMorgan Chase & Co 739217.4K $
62American Tower Corp 1,253216.3K $
63Elevance Health Inc 730213.7K $
64Boston Scientific Corp 3,304207.3K $