East-Coast-Asset-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ACN",
  "MMM",
  "ADBE",
  "GOOGL",
  "AXP",
  "BSX",
  null,
  "PRM",
  "HD",
  "INTU",
  null,
  "UNP",
  "META",
  "MA",
  "MSFT",
  "PAYX",
  null,
  "PEP",
  "AAPL",
  "SPY",
  "PFE",
  "LMT",
  "PG",
  null,
  "AMGN",
  "SHW",
  "RTX",
  "AMT",
  "RSG",
  "IBM",
  "TMO",
  "TJX",
  "TDG",
  "VOE",
  "SCHW",
  "LPX",
  "BN.TO",
  "WM",
  "RACE",
  "AMZN",
  "VUG",
  "VOO",
  "V",
  "WMT",
  "WWD",
  "LBRDK",
  "LH",
  "MKL",
  "SYY",
  "ADP",
  "BRK-A",
  "BRK-B",
  "BR",
  "CHTR",
  "CLX",
  "CMCSA",
  "CL",
  "COST",
  "CR",
  "DHR",
  "DE",
  "MCO",
  "IWM",
  "DIS",
  "ELV",
  "GOOG",
  "JNJ",
  "TSLA",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 69
Total Value: 282354459
Accession Number: 0001085146-25-003192
Form Type: 13F-HR
CIK: east-coast-asset-management
Manager Name: East-Coast-Asset-Management

Data Enrichment

94% identified

65 identified4 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

69 positions • $282.4M total value

SEC FilingSEC DataHachi Filing

Manager:

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AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:1.3K

Value:$272.7K

% of Portfolio:0.1% ($272.7K/$282.4M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:1.1K

Value:$269.8K

% of Portfolio:0.1% ($269.8K/$282.4M)

922908363

VOO|922908363

Shares:500

Value:$257.0K

% of Portfolio:0.1% ($257.0K/$282.4M)

Walt Disney Co

DIS|254687106

Shares:2.5K

Value:$243.2K

% of Portfolio:0.1% ($243.2K/$282.4M)

Accenture plc

ACN|G1151C101

Shares:737

Value:$230.0K

% of Portfolio:0.1% ($230.0K/$282.4M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:242

Value:$228.9K

% of Portfolio:0.1% ($228.9K/$282.4M)

PFIZER INC

PFE|717081103

Shares:8.7K

Value:$221.5K

% of Portfolio:0.1% ($221.5K/$282.4M)

922908736

VUG|922908736

Shares:593

Value:$219.9K

% of Portfolio:0.1% ($219.9K/$282.4M)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:404

Value:$201.0K

% of Portfolio:0.1% ($201.0K/$282.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	1.3K	QoQ +4.85% (+58) YoY -43.55% (-967)	All Managers (Combined)	$272.7K	0.1% ($272.7K/$282.4M)	QoQ +24.43% (+$53.5K) YoY -37.82% (-$165.9K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	1.1K	QoQ +4.16% (+44) YoY -33.57% (-556)	All Managers (Combined)	$269.8K	0.1% ($269.8K/$282.4M)	QoQ +6.59% (+$16.7K) YoY -18.65% (-$61.9K)
(VOOcusip922908363)	500	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$257.0K	0.1% ($257.0K/$282.4M)	QoQ -4.62% (-$12.4K) YoY +6.90% (+$16.6K)
Walt Disney Co(DIScusip254687106)	2.5K	QoQ +1.06% (-26) YoY -2.91% (-74)	All Managers (Combined)	$243.2K	0.1% ($243.2K/$282.4M)	QoQ -10.41% (-$28.3K) YoY -21.68% (-$67.4K)
Accenture plc(ACNcusipG1151C101)	737	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$230.0K	0.1% ($230.0K/$282.4M)	QoQ -11.29% (-$29.3K) YoY -9.97% (-$25.5K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	242	QoQ 0.00% (+0) YoY -19.33% (-58)	All Managers (Combined)	$228.9K	0.1% ($228.9K/$282.4M)	QoQ +3.22% (+$7.1K) YoY +4.13% (-$9.1K)
PFIZER INC(PFEcusip717081103)	8.7K	QoQ 0.00% (-0) YoY -1.48% (-132)	All Managers (Combined)	$221.5K	0.1% ($221.5K/$282.4M)	QoQ -4.48% (-$10.4K) YoY -10.04% (-$24.7K)
(VUGcusip922908736)	593	QoQ 0.00% (-0) YoY -4.50% (-28)	All Managers (Combined)	$219.9K	0.1% ($219.9K/$282.4M)	QoQ -9.65% (-$23.5K) YoY +2.87% (-$6.1K)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	404	QoQ NEW(+404) YoY +6.31% (-24)	All Managers (Combined)	$201.0K	0.1% ($201.0K/$282.4M)	QoQ NEW(+$201.0K) YoY -8.97% (-$19.8K)