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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 10 of 13  ·  249 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 VSS VANGUARD INTL EQUITY INDEX F 554.0 $85K 0.00% -28.0 -4.8% $154.29 +4.1%
182 EZU ISHARES INC 1,184.0 $82K 0.00% -514.0 -30.3% $69.50 +3.0%
183 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 1,266.0 $81K 0.00% -86.0 -6.4% $64.01 +15.5%
184 AON AON PLC Financial Services 224.0 $74K 0.00% -45.0 -16.7% $331.69 +7.0%
185 LQD ISHARES TR 681.0 $74K 0.00% -592.0 -46.5% $109.07 -2.0%
186 IGIB ISHARES TR 1,392.0 $74K 0.00% -201.0 -12.6% $53.17 -1.3%
187 XVV ISHARES TR 1,290.0 $73K 0.00% -4K -73.1% $56.79 +3.3%
188 PPA INVESCO EXCHANGE TRADED FD T 400.0 $71K 0.00% -12.0 -2.9% $176.65 -3.4%
189 EWX SPDR INDEX SHS FDS 948.0 $70K 0.00% -52.0 -5.2% $74.30 -2.0%
190 TSCO TRACTOR SUPPLY CO Consumer Cyclical 2,077.0 $66K 0.00% -90.0 -4.2% $31.61 +11.9%
191 BSCT INVESCO EXCH TRD SLF IDX FD 3,360.0 $62K 0.00% -214.0 -6.0% $18.57 -0.2%
192 PRU PRUDENTIAL FINL INC Financial Services 578.0 $62K 0.00% -20.0 -3.3% $107.93 +11.3%
193 PAAS PAN AMERN SILVER CORP Basic Materials 1,357.0 $61K 0.00% -400.0 -22.8% $44.79 +21.0%
194 CIBR FIRST TR EXCHANGE-TRADED FD 652.0 $59K 0.00% -13.0 -1.9% $89.85 +2.9%
195 CIEN CIENA CORP Technology 116.0 $57K 0.00% -76.0 -39.6% $490.56 -21.0%
196 APP APPLOVIN CORP Technology 105.0 $54K 0.00% -50.0 -32.3% $515.23 -39.7%
197 UEC URANIUM ENERGY CORP Energy 5,000.0 $53K 0.00% -239.0 -4.6% $10.66 +24.5%
198 BSCW INVESCO EXCH TRD SLF IDX FD 2,420.0 $50K 0.00% -12K -83.0% $20.51 -1.0%
199 LULU LULULEMON ATHLETICA INC Consumer Cyclical 430.0 $49K 0.00% -32K -98.7% $114.18 +3.6%
200 BSCU INVESCO EXCH TRD SLF IDX FD 2,903.0 $48K 0.00% -129.0 -4.2% $16.64 -0.6%
Page 10 of 13  ·  249 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%