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CIK: 0001126395
Total reported value
$6.5B
$6.5B
1167 檔
21.3%
The Q4 2025 SEC filing reveals that Eastern Bank held a total portfolio value of $6.5B, covering 1167 public equity positions.
Eastern Bank executed strategic sector rebalancing during Q4 2025, establishing 3 new positions while fully exiting 1 holdings and trimming 22 positions.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, NVDA) accounted for 21.3% of total reported equity market value during Q4 2025.
Showing top 200 holdings (of 1167 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.32% | -0.59% | +0.55% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.09% | +0.30% | +0.39% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.92% | +0.19% | -4.01% | |
| 4 | GVI | Ishares Intermediate Governm | ETF-Other | 4.57% | -2.41% | +3.14% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.06% | +0.32% | -1.62% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 3.24% | +0.32% | -5.19% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.82% | -0.06% | -0.27% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.62% | +0.16% | +3.49% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.45% | +0.04% | +0.78% | |
| 10 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.41% | +0.16% | +0.70% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.28% | +0.23% | +28.35% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.25% | +0.01% | -1.31% | |
| 13 | WMT | Walmart Inc | Stock-Consumer Staples | 2.01% | -0.33% | -1.03% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 2.01% | +0.01% | -0.49% | |
| 15 | IQLT | Ishares Msci International Q | ETF-Other | 1.79% | -0.15% | +0.74% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.77% | -0.15% | +1.37% | |
| 17 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.75% | +0.08% | +3.58% | |
| 18 | ABBV | Abbvie Inc | Stock-Healthcare | 1.50% | -0.17% | +0.66% | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 1.41% | -0.52% | -1.11% | |
| 20 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 1.36% | +0.26% | +3.07% | |
| 21 | BAC | Bank Of America CORP | Stock-Financials | 1.31% | +0.10% | +1.25% | |
| 22 | ORCL | Oracle CORP | Stock-Tech | 1.17% | -0.07% | -0.14% | |
| 23 | NEE | Nextera Energy Inc | Stock-Utilities | 1.12% | -0.14% | -2.84% | |
| 24 | EMR | Emerson Electric Co | Stock-Industrials | 1.06% | -0.04% | -0.19% | |
| 25 | ETN | Eaton Corporation plc | Stock-Industrials | 1.02% | +0.09% | -0.53% | |
| 26 | NFLX | Netflix Inc | Stock-Comm Services | 0.99% | -0.19% | +894.12% | |
| 27 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.99% | -0.01% | — | |
| 28 | AXP | American Express Co | Stock-Financials | 0.98% | +0.01% | -1.80% | |
| 29 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.89% | +0.08% | +1078686.08% | |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.89% | -0.06% | +0.06% | |
| 31 | BLK | Blackrock Inc | Stock-Financials | 0.86% | -0.05% | -2.14% | |
| 32 | ECL | Ecolab Inc | Stock-Materials | 0.84% | -0.01% | +0.84% | |
| 33 | PNC | Pnc Financial Services Group | Stock-Financials | 0.81% | +0.09% | -0.62% | |
| 34 | PLD | Prologis Inc | Stock-Real Estate | 0.79% | -0.03% | -0.78% | |
| 35 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.78% | +0.39% | -1.84% | |
| 36 | AEP | American Electric Power | Stock-Utilities | 0.78% | -0.02% | -0.04% | |
| 37 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.77% | -0.16% | +0.90% | |
| 38 | WM | Waste Management Inc | Stock-Industrials | 0.77% | -0.13% | +0.32% | |
| 39 | ADI | Analog Devices Inc | Stock-Tech | 0.75% | +0.17% | -0.77% | |
| 40 | DHR | Danaher CORP | Stock-Healthcare | 0.75% | -0.05% | -0.62% | |
| 41 | PH | Parker Hannifin CORP | Stock-Industrials | 0.75% | -0.01% | -0.80% | |
| 42 | ABT | Abbott Laboratories | Stock-Healthcare | 0.70% | -0.51% | -0.51% | |
| 43 | NOW | Servicenow Inc | Stock-Tech | 0.64% | -0.02% | +389.94% | |
| 44 | KLAC | Kla CORP | Stock-Tech | 0.63% | +0.55% | +2.98% | |
| 45 | ANET | Arista Networks Inc | Stock-Tech | 0.63% | +0.23% | +9.01% | |
| 46 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.59% | -0.07% | +1.01% | |
| 47 | ICE | Intercontinental Exchange In | Stock-Financials | 0.57% | -0.43% | +0.16% | |
| 48 | LIN | Linde plc | Stock-Materials | 0.54% | -0.04% | +0.54% | |
| 49 | HD | Home Depot Inc | Stock-Consumer Disc | 0.54% | -0.02% | -0.41% | |
| 50 | AMAT | Applied Materials Inc | Stock-Tech | 0.48% | +0.37% | -3.17% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.9% | +1078686.08% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.8% | -1.62% | Trim |
| 3 | LLY | Eli Lilly & Co | +0.7% | +0.70% | Add |
| 4 | IVV | Ishares Core S&p 500 ETF | +0.5% | +28.35% | Add |
| 5 | AAPL | Apple Inc | +0.2% | +0.39% | Add |
| 6 | RPRX | Royalty Pharma plc | +0.2% | +71.07% | Add |
| 7 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +1220.69% | Add |
| 8 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.1% | +3.58% | Add |
| 9 | VEA | Vanguard Ftse Developed ETF | +0.1% | +3.49% | Add |
| 10 | VRSK | Verisk Analytics Inc | +0.1% | +67.71% | Add |
| 11 | PH | Parker Hannifin CORP | +0.1% | -0.80% | Trim |
| 12 | DHR | Danaher CORP | +0.1% | -0.62% | Trim |
| 13 | WMT | Walmart Inc | +0.1% | -1.03% | Trim |
| 14 | KLAC | Kla CORP | +0.1% | +2.98% | Add |
| 15 | AMAT | Applied Materials Inc | +0.1% | -3.17% | Trim |
| 16 | GOOG | Alphabet Inc-cl C | +0.1% | -0.29% | Trim |
| 17 | BAC | Bank Of America CORP | +0.1% | +1.25% | Add |
| 18 | AXP | American Express Co | +0.1% | -1.80% | Trim |
| 19 | PLD | Prologis Inc | +0.1% | -0.78% | Trim |
| 20 | MRK | Merck & Co. Inc. | +0.1% | -4.64% | Trim |
| 21 | SO | Southern Co/the | +0.1% | +265.86% | Add |
| 22 | AMZN | Amazon.com Inc | +0.1% | -0.27% | Trim |
| 23 | XOM | Exxon Mobil CORP | 0% | -1.11% | Trim |
| 24 | ADI | Analog Devices Inc | 0% | -0.77% | Trim |
| 25 | IQV | Iqvia Holdings Inc | 0% | +0.49% | Add |
| 26 | JIRE | Jpmorgan Int Res Enh Eqty | 0% | +3.07% | Add |
| 27 | IQLT | Ishares Msci International Q | 0% | +0.74% | Add |
| 28 | GVI | Ishares Intermediate Governm | — | +3.14% | Add |
| 29 | JPM | Jpmorgan Chase & Co | — | +0.78% | Add |
| 30 | ORLY | O'reilly Automotive Inc | -0.1% | +0.53% | Add |
| 31 | LIN | Linde plc | -0.1% | +0.54% | Add |
| 32 | ABT | Abbott Laboratories | -0.1% | -0.51% | Trim |
| 33 | PG | Procter & Gamble Co/the | -0.1% | +0.06% | Add |
| 34 | HD | Home Depot Inc | -0.1% | -0.41% | Trim |
| 35 | EQIX | Equinix Inc | -0.1% | -87.20% | Trim |
| 36 | BLK | Blackrock Inc | -0.1% | -2.14% | Trim |
| 37 | PANW | Palo Alto Networks Inc | -0.1% | -1.84% | Trim |
| 38 | NOW | Servicenow Inc | -0.2% | +389.94% | Add |
| 39 | PEP | Pepsico Inc | -0.2% | -51.74% | Trim |
| 40 | ETN | Eaton Corporation plc | -0.2% | -0.53% | Trim |
| 41 | META | Meta Platforms Inc-class A | -0.2% | +1.37% | Add |
| 42 | NFLX | Netflix Inc | -0.3% | +894.12% | Add |
| 43 | NVDA | Nvidia CORP | -0.4% | -4.01% | Trim |
| 44 | MSFT | Microsoft CORP | -0.5% | +0.55% | Add |
| 45 | ORCL | Oracle CORP | -0.6% | -0.14% | Trim |
| 46 | QUAL | Ishares Msci USA Quality Fac | -0.9% | -80.24% | Trim |
| 47 | STX | Seagate Technology Holdings plc | — | NEW | New buy |
| 48 | DON | Wisdomtree US Midcap Dividen | — | NEW | New buy |
| 49 | EPS | Wisdomtree US Large Cap Fund | — | NEW | New buy |
| 50 | UL | Unilever PLC | — | EXIT | Sold out |
According to official SEC Form 13F filings, Eastern Bank reported a total U.S. public equity portfolio value of $6.5B across 1167 disclosed positions in Q4 2025.
During Q4 2025, Eastern Bank's top holdings by market value included MSFT (5.3%)、AAPL (5.1%)、NVDA (4.9%). The largest single position, MSFT, represented 5.3% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
STX
市值: $13.8M
Top Position Liquidated / Trimmed
UL
前期市值: $4.6M
In Q4 2025, Eastern Bank made 50 total portfolio adjustments, initiating 3 new buys, adding to 24 positions, trimming 22 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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