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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 57 of 59  ·  1,167 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 AVB AVALONBAY CMNTYS INC Real Estate 1.0 $181.0 NEW $181.00 -0.1%
1122 CG CARLYLE GROUP INC Financial Services 3.0 $177.0 NEW $59.00 -18.6%
1123 MANH MANHATTAN ASSOCIATES INC Technology 1.0 $173.0 NEW $173.00 -25.4%
1124 MOS MOSAIC CO NEW Basic Materials 7.0 $169.0 NEW $24.14 -6.1%
1125 STLD STEEL DYNAMICS INC Basic Materials 1.0 $169.0 NEW $169.00 +38.9%
1126 VST VISTRA CORP Utilities 1.0 $161.0 NEW $161.00 -11.9%
1127 PAG PENSKE AUTOMOTIVE GRP INC Consumer Cyclical 1.0 $158.0 NEW $158.00 +7.0%
1128 AVNS AVANOS MED INC Healthcare 14.0 $157.0 NEW $11.21 +120.3%
1129 ODFL OLD DOMINION FREIGHT LINE IN Industrials 1.0 $157.0 NEW $157.00 +26.6%
1130 CF CF INDS HLDGS INC Basic Materials 2.0 $155.0 NEW $77.50 +61.6%
1131 VOYA VOYA FINANCIAL INC Financial Services 2.0 $149.0 NEW $74.50 +9.8%
1132 RIG TRANSOCEAN LTD Energy 36.0 $149.0 NEW $4.14 +67.0%
1133 VKTX VIKING THERAPEUTICS INC Healthcare 4.0 $141.0 NEW $35.25 -10.0%
1134 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 3.0 $140.0 NEW $46.67 -12.5%
1135 CELH CELSIUS HLDGS INC Consumer Defensive 3.0 $137.0 NEW $45.67 -34.0%
1136 DDOG DATADOG INC Technology 1.0 $136.0 NEW $136.00 +49.1%
1137 Z ZILLOW GROUP INC Communication Services 2.0 $136.0 NEW $68.00 -45.0%
1138 PVH PVH CORPORATION Consumer Cyclical 2.0 $134.0 NEW $67.00 +20.5%
1139 EXC EXELON CORP Utilities 3.0 $131.0 NEW $43.67 +1.7%
1140 SE SEA LTD Consumer Cyclical 1.0 $128.0 NEW $128.00 -31.0%
Page 57 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%