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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 6 of 7  ·  129 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 GAP GAP INC Consumer Cyclical 270.0 $5K NEW $18.68 +7.9%
102 GRAB GRAB HOLDINGS LIMITED Technology 1,267.0 $5K NEW $3.77 -5.0%
103 HSBC HSBC HLDGS PLC Financial Services 49.0 $5K NEW $95.08 +9.8%
104 COHR COHERENT CORP Technology 10.0 $4K NEW $394.50 -27.0%
105 FMX FOMENTO ECONOMICO MEXICANO S Consumer Defensive 29.0 $4K NEW $126.38 -2.1%
106 RGLD ROYAL GOLD INC Basic Materials 18.0 $4K NEW $199.61 +34.1%
107 FUTU FUTU HLDGS LTD Financial Services 31.0 $3K NEW $93.74 +34.0%
108 QFIN QFIN HOLDINGS INC Financial Services 178.0 $3K NEW $15.81 -27.1%
109 CME CME GROUP INC Financial Services 12.0 $3K NEW $220.83 +25.6%
110 CUZ COUSINS PPTYS INC Real Estate 88.0 $3K NEW $29.98 +0.7%
111 KGC KINROSS GOLD CORP Basic Materials 106.0 $3K NEW $23.62 +41.7%
112 KDP KEURIG DR PEPPER INC Consumer Defensive 75.0 $2K NEW $32.73 -2.7%
113 NICE NICE LTD Technology 25.0 $2K NEW $90.84 +10.6%
114 PK PARK HOTELS & RESORTS INC Real Estate 157.0 $2K NEW $14.25 +13.5%
115 AVB AVALONBAY CMNTYS INC Real Estate 8.0 $2K NEW $188.75 -2.5%
116 SOLID BIOSCIENCES INC 151.0 $2K NEW $9.99
117 OGS ONE GAS INC Utilities 19.0 $1K NEW $77.05 +4.4%
118 CRVS CORVUS PHARMACEUTICALS INC Healthcare 92.0 $1K NEW $14.93 -2.5%
119 DNTH DIANTHUS THERAPEUTICS INC Healthcare 10.0 $975.0 NEW $97.50 +15.0%
120 CYTK CYTOKINETICS INC Healthcare 10.0 $852.0 NEW $85.20 -9.1%
Page 6 of 7  ·  129 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%