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Portfolio (Quarterly) Guide ↗

EASTERN BANK

· CIK 0001126395
13F Portfolio $5.8B AUM 1,491 positions Filed Apr 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 73 New 179 Added 323 Reduced 168 Exited
Page 4 of 54  ·  1,071 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SYY SYSCO CORP Consumer Defensive 340,354.0 $24.3M 0.42% +55K +19.1% $71.33 +5.8%
62 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 61,304.0 $24.0M 0.41% +11K +22.0% $391.76 +91.7%
63 SPGI S&P GLOBAL INC Financial Services 56,460.0 $24.0M 0.41% +5K +9.0% $425.34 -2.0%
64 TCAF T ROWE PRICE ETF INC 662,241.0 $23.6M 0.41% +227K +52.0% $35.59 +13.4%
65 MRK MERCK & CO INC Healthcare 194,563.0 $23.4M 0.40% -19K -8.8% $120.29 -3.7%
66 MAR MARRIOTT INTL INC NEW Consumer Cyclical 68,617.0 $22.4M 0.39% +14K +24.8% $327.07 +13.3%
67 VLTO VERALTO CORP Industrials 253,429.0 $22.4M 0.39% +8K +3.1% $88.42 -2.5%
68 IWM ISHARES TR 89,094.0 $22.1M 0.38% +68K +321.6% $248.00 +13.9%
69 HIG HARTFORD INSURANCE GROUP INC Financial Services 155,635.0 $21.0M 0.36% -9K -5.5% $135.23 +0.6%
70 BSX BOSTON SCIENTIFIC CORP Healthcare 331,456.0 $20.8M 0.36% +51K +18.1% $62.75 -8.9%
71 APH AMPHENOL CORP Technology 161,029.0 $20.3M 0.35% +113K +237.4% $126.35 -1.2%
72 DKS DICKS SPORTING GOODS INC Consumer Cyclical 97,406.0 $19.3M 0.33% +96K +7509.8% $198.29 +11.8%
73 VIGI VANGUARD WHITEHALL FDS 212,032.0 $18.8M 0.32% -14K -6.0% $88.46 +6.2%
74 GOOG ALPHABET INC Communication Services 61,151.0 $17.5M 0.30% -6K -8.7% $286.86 +33.7%
75 IEMG ISHARES INC 250,558.0 $17.5M 0.30% +233K +1341.1% $69.75 +15.5%
76 TJX TJX COS INC NEW Consumer Cyclical 106,911.0 $17.1M 0.29% -10K -8.3% $159.70 -0.3%
77 CBT CABOT CORP Basic Materials 222,059.0 $16.7M 0.29% -13K -5.7% $75.31 +4.0%
78 GS GOLDMAN SACHS GROUP INC Financial Services 19,434.0 $16.4M 0.28% +17K +697.1% $845.99 +16.8%
79 ISHARES TR 352,654.0 $16.3M 0.28% -1.9M -84.5% $46.23
80 RTX RTX CORPORATION Industrials 83,781.0 $16.2M 0.28% $192.90 -9.4%
Page 4 of 54  ·  1,071 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 30.0%
Financial Services 16.2%
Healthcare 9.7%
Communication Services 9.0%
Consumer Cyclical 8.9%
Industrials 8.8%
Consumer Defensive 5.7%
Energy 3.8%
Utilities 3.7%
Basic Materials 2.5%