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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 37 of 52  ·  1,038 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 KBH KB HOME Consumer Cyclical 420.0 $26K NEW $62.59 -10.4%
722 NEBIUS GROUP N.V. 95.0 $26K +20.0 +26.7% $276.17
723 SJM SMUCKER J M CO Consumer Defensive 232.0 $26K -101.0 -30.3% $112.50 +16.4%
724 EXC EXELON CORP Utilities 559.0 $26K NEW $46.62 -4.7%
725 HYG ISHARES TR 325.0 $26K -47.0 -12.6% $79.97 -0.1%
726 AVXC AMERICAN CENTY ETF TR 302.0 $26K +9.0 +3.1% $85.65 -4.1%
727 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 1,479.0 $26K +15.0 +1.0% $17.41 +16.4%
728 LECO LINCOLN ELEC HLDGS INC Industrials 96.0 $25K $265.51 +9.3%
729 FENI FIDELITY COVINGTON TRUST 635.0 $25K $40.13 +3.8%
730 FITB FIFTH THIRD BANCORP Financial Services 452.0 $25K -423.0 -48.3% $56.37 -2.3%
731 XLP SELECT SECTOR SPDR TR 301.0 $25K +255.0 +554.4% $83.07 +3.9%
732 SMCI SUPER MICRO COMPUTER INC Technology 850.0 $25K $29.33 +27.5%
733 HNGE HINGE HEALTH INC Healthcare 300.0 $25K $83.00 +9.0%
734 ITA ISHARES TR 102.0 $25K -23.0 -18.4% $242.42 -2.5%
735 SOUTH BOW CORP 700.0 $25K $35.24
736 OGN ORGANON & CO Healthcare 1,782.0 $24K $13.54 +1.7%
737 KB KB FINL GROUP INC Financial Services 229.0 $24K NEW $105.07 +15.0%
738 FEZ SPDR INDEX SHS FDS 350.0 $24K $68.68 +4.4%
739 ABUS ARBUTUS BIOPHARMA CORP Healthcare 5,000.0 $24K $4.80 +8.1%
740 IONS IONIS PHARMACEUTICALS INC Healthcare 300.0 $24K $79.29 -20.1%
Page 37 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%