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Portfolio (Quarterly) Guide ↗

EASTERN BANK

· CIK 0001126395
13F Portfolio $6.5B AUM 1,466 positions Filed Jul 1, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 129 New 242 Added 249 Reduced 161 Exited
Page 9 of 13  ·  242 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 NKE NIKE INC Consumer Cyclical 4,557.0 $187K 0.00% +196.0 +4.5% $41.05 -5.8%
162 MCHP MICROCHIP TECHNOLOGY INC. Technology 2,001.0 $182K 0.00% +201.0 +11.2% $91.20 -18.7%
163 DOW DOW HLDGS INC Basic Materials 6,207.0 $170K 0.00% +766.0 +14.1% $27.36 +10.7%
164 AVY AVERY DENNISON CORP Industrials 1,045.0 $170K 0.00% +95.0 +10.0% $162.35 +11.8%
165 WST WEST PHARMACEUTICAL SVSC INC Healthcare 430.0 $154K 0.00% +157.0 +57.5% $358.98 -1.9%
166 TTMI TTM TECHNOLOGIES INC Technology 820.0 $153K 0.00% +623.0 +316.2% $187.02 -35.8%
167 SWKS SKYWORKS SOLUTIONS INC Technology 2,221.0 $151K 0.00% +716.0 +47.6% $67.80 -3.8%
168 OHI OMEGA HEALTHCARE INVS INC Real Estate 2,987.0 $142K 0.00% +1K +94.8% $47.68 -1.5%
169 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 430.0 $142K 0.00% +110.0 +34.4% $330.46 +0.5%
170 MCO MOODYS CORP Financial Services 313.0 $142K 0.00% +18.0 +6.1% $452.92 +13.6%
171 BAX BAXTER INTL INC Healthcare 6,025.0 $128K 0.00% +1K +31.0% $21.32 +24.5%
172 YUMC YUM CHINA HLDGS INC Consumer Cyclical 2,984.0 $122K 0.00% +335.0 +12.7% $40.86 +15.8%
173 HUM HUMANA INC Healthcare 302.0 $120K 0.00% +17.0 +6.0% $397.22 -2.0%
174 VNO VORNADO RLTY TR Real Estate 3,008.0 $118K 0.00% +3K +1404.0% $39.30 +0.2%
175 SAP SAP SE Technology 765.0 $118K 0.00% +400.0 +109.6% $154.11 +35.9%
176 FICO FAIR ISAAC CORP Technology 97.0 $116K 0.00% +62.0 +177.1% $1194.78 -5.1%
177 IMO IMPERIAL OIL LTD Energy 1,000.0 $112K 0.00% +500.0 +100.0% $112.02 +18.0%
178 HSY HERSHEY CO Consumer Defensive 634.0 $111K 0.00% +54.0 +9.3% $175.45 +6.3%
179 VLO VALERO ENERGY CORP Energy 425.0 $111K 0.00% +25.0 +6.2% $260.44 +33.2%
180 BNS BANK NOVA SCOTIA B C Financial Services 1,271.0 $110K 0.00% +878.0 +223.4% $86.84 +8.8%
Page 9 of 13  ·  242 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.9%
Financial Services 15.6%
Healthcare 8.9%
Consumer Cyclical 8.9%
Communication Services 8.3%
Industrials 8.2%
Consumer Defensive 4.9%
Utilities 3.4%
Energy 2.9%
Basic Materials 2.3%