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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 15 of 52  ·  1,038 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 TLH ISHARES TR 5,131.0 $515K 0.01% -325.0 -6.0% $100.36 -2.6%
282 STM STMICROELECTRONICS N V Technology 6,850.0 $513K 0.01% +850.0 +14.2% $74.89 -33.7%
283 OTIS OTIS WORLDWIDE CORP Industrials 6,952.0 $498K 0.01% $71.60 +1.1%
284 ROK ROCKWELL AUTOMATION INC Industrials 990.0 $490K 0.01% $495.08 -12.8%
285 MPC MARATHON PETE CORP Energy 1,897.0 $485K 0.01% $255.67 +41.7%
286 ON ON SEMICONDUCTOR CORP Technology 5,019.0 $474K 0.01% $94.54 -22.6%
287 CSL CARLISLE COS INC Industrials 1,300.0 $472K 0.01% $362.75 +0.8%
288 CLX CLOROX CO DEL Consumer Defensive 4,902.0 $468K 0.01% +440.0 +9.9% $95.44 +9.2%
289 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 1,225.0 $466K 0.01% $380.37 -28.3%
290 PM PHILIP MORRIS INTL INC Consumer Defensive 2,528.0 $457K 0.01% -1K -28.3% $180.91 +7.3%
291 IWF ISHARES TR 3,623.0 $450K 0.01% +2K +173.4% $124.17 -1.9%
292 XLY SELECT SECTOR SPDR TR 3,792.0 $445K 0.01% -100.0 -2.6% $117.28 -0.1%
293 Q QNITY ELECTRONICS INC Technology 2,686.0 $439K 0.01% +306.0 +12.9% $163.31 -22.7%
294 BDX BECTON DICKINSON & CO Healthcare 2,875.0 $435K 0.01% +286.0 +11.1% $151.31 +25.7%
295 CRS CARPENTER TECHNOLOGY CORP Industrials 695.0 $429K 0.01% +642.0 +1211.3% $616.84 -21.6%
296 PWR QUANTA SVCS INC Industrials 593.0 $427K 0.01% +321.0 +118.0% $720.04 -14.3%
297 HPE HEWLETT PACKARD ENTERPRISE C Technology 9,462.0 $427K 0.01% -450.0 -4.5% $45.11 +22.4%
298 VONG VANGUARD SCOTTSDALE FDS 3,309.0 $423K 0.01% +1K +72.8% $127.81 -1.9%
299 ADBE ADOBE INC Technology 2,032.0 $417K 0.01% -328.0 -13.9% $205.02 +33.4%
300 TEL TE CONNECTIVITY PLC Technology 1,993.0 $402K 0.01% +20.0 +1.0% $201.61 +1.7%
Page 15 of 52  ·  1,038 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%