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Portfolio (Quarterly) Guide ↗

EASTERN BANK

· CIK 0001126395
13F Portfolio $5.8B AUM Filed Jan 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1167 New
Page 45 of 59  ·  1,167 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 RAMP LIVERAMP HLDGS INC Technology 345.0 $10K NEW $29.37 +1.0%
882 BHF BRIGHTHOUSE FINL INC Financial Services 156.0 $10K NEW $64.79 -3.2%
883 INTA INTAPP INC Technology 218.0 $10K NEW $45.82 -54.2%
884 VONV VANGUARD SCOTTSDALE FDS 107.0 $10K NEW $92.30 +10.6%
885 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 200.0 $10K NEW $48.94 -4.6%
886 TROX TRONOX HOLDINGS PLC Basic Materials 2,346.0 $10K NEW $4.17 +91.6%
887 AMKR AMKOR TECHNOLOGY INC Technology 247.0 $10K NEW $39.48 +67.3%
888 LNG CHENIERE ENERGY INC Energy 50.0 $10K NEW $194.40 +24.4%
889 FE FIRSTENERGY CORP Utilities 210.0 $9K NEW $44.77 -2.1%
890 PCG PG&E CORP Utilities 585.0 $9K NEW $16.07 +0.4%
891 NZF NUVEEN MUNICIPAL CREDIT INC Financial Services 738.0 $9K NEW $12.58 -3.1%
892 SAR SARATOGA INVT CORP Financial Services 400.0 $9K NEW $23.07 -5.0%
893 DLB DOLBY LABORATORIES INC Technology 142.0 $9K NEW $64.22 -15.6%
894 CDE COEUR MNG INC Basic Materials 510.0 $9K NEW $17.83 -1.8%
895 NMRK NEWMARK GROUP INC Real Estate 522.0 $9K NEW $17.34 -17.1%
896 EFX EQUIFAX INC Industrials 41.0 $9K NEW $216.98 -27.0%
897 MIRM MIRUM PHARMACEUTICALS INC Healthcare 112.0 $9K NEW $78.99 +29.4%
898 BTO HANCOCK JOHN FINL OPPTYS FD Financial Services 250.0 $9K NEW $35.08 +2.7%
899 SPRY ARS PHARMACEUTICALS INC Healthcare 750.0 $9K NEW $11.65 -36.2%
900 DLY DOUBLELINE YIELD OPPORTUNITI Financial Services 600.0 $9K NEW $14.54 -4.5%
Page 45 of 59  ·  1,167 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 31.9%
Financial Services 17.7%
Communication Services 9.6%
Healthcare 9.6%
Industrials 7.9%
Consumer Cyclical 7.9%
Consumer Defensive 5.5%
Utilities 3.0%
Energy 2.8%
Basic Materials 2.6%