$289 Million is the total value of East Coast Asset Management, LLC.'s 57 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $1,280,000 | +19.7% | 4 | 0.0% | 0.44% | +43.8% | |
| DHR | DANAHER CORPORATION | $842,000 | +21.9% | 3,910 | 0.0% | 0.29% | +46.2% | |
| ADBE | ADOBE SYSTEMS INCORPORATED | $616,000 | +12.6% | 1,257 | 0.0% | 0.21% | +34.8% | |
| AMGN | AMGEN INC | $496,000 | +7.8% | 1,950 | 0.0% | 0.17% | +29.3% | |
| OEF | ISHARES TRs&p 100 etf | $477,000 | +9.4% | 3,064 | 0.0% | 0.16% | +31.0% | |
| IWM | ISHARES TRrussell 2000 etf | $411,000 | +4.6% | 2,744 | 0.0% | 0.14% | +25.7% | |
| HD | HOME DEPOT INC | $384,000 | +10.7% | 1,384 | 0.0% | 0.13% | +33.0% | |
| IXJ | ISHARES TRglob hlthcre etf | $348,000 | +4.2% | 4,851 | 0.0% | 0.12% | +25.0% | |
| PYPL | PAYPAL HLDGS INC | $266,000 | +13.2% | 1,351 | 0.0% | 0.09% | +35.3% | |
| IBM | INTERNATIONAL BUSINESS MACHS | $240,000 | +0.8% | 1,970 | 0.0% | 0.08% | +20.3% | |
| ANTM | ANTHEM INC | $211,000 | +2.4% | 785 | 0.0% | 0.07% | +23.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 44 | Q3 2023 | 14.7% |
| MASTERCARD INCORPORATED | 44 | Q3 2023 | 12.0% |
| APPLE INC | 44 | Q3 2023 | 6.4% |
| THE CHARLES SCHWAB CORPORATI | 44 | Q3 2023 | 5.8% |
| COLGATE PALMOLIVE CO | 44 | Q3 2023 | 6.4% |
| TJX COS INC NEW | 44 | Q3 2023 | 4.0% |
| DEERE & CO | 44 | Q3 2023 | 4.5% |
| VISA INC | 44 | Q3 2023 | 2.5% |
| WASTE MGMT INC DEL | 44 | Q3 2023 | 2.6% |
| SPDR S&P 500 ETF TR | 44 | Q3 2023 | 1.7% |
View East Coast Asset Management, LLC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-14 |
| 13F-HR | 2021-11-15 |
View East Coast Asset Management, LLC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.