1y return+17.5%S&P 500 +20.9%
3y return+54.9%S&P 500 +68.5%
5y return+53.4%S&P 500 +74.5%
10y return+183.7%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $284 against $357 in the S&P 500.2
Eastern BankS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $337.2M | 5.2% | +4.5% |
| NVDANvidia Corporation | $315.1M | 4.8% | +1.8% |
| GOOGLAlphabet Inc | $267.7M | 4.1% | −2.2% |
| MSFTMicrosoft Corp | $221.8M | 3.4% | −5.2% |
| AVGOBroadcom Inc | $191.1M | 2.9% | +3.2% |
| JIREJ P Morgan Exchange Traded F | $189.2M | 2.9% | +12.8% |
| VEAVanguard Tax-managed Fds | $182.0M | 2.8% | +7.0% |
| GVIIshares Tr | $170.6M | 2.6% | −41.4% |
| IVVIshares Tr | $163.3M | 2.5% | +7.4% |
| AMZNAmazon Com Inc | $159.9M | 2.4% | −4.6% |
| RSPInvesco Exchange Traded Fd T | $155.6M | 2.4% | +52.2% |
| LLYEli Lilly & Co | $139.5M | 2.1% | −7.3% |
| JPMJpmorgan Chase & Co | $133.8M | 2.0% | +2.5% |
| EMXCIshares Inc | $117.4M | 1.8% | −9.8% |
| SPYState Str Spdr S&p 500 Etf T | $116.1M | 1.8% | −2.1% |
| VVisa Inc | $107.0M | 1.6% | |
| WMTWalmart Inc | $101.6M | 1.6% | +1.8% |
| Exxon Mobil CorpCUSIP 30231G102 | $98.2M | 1.5% | +3.4% |
| AMDAdvanced Micro Devices Inc | $89.8M | 1.4% | −17.6% |
| BACBank Of Amer Corp | $86.8M | 1.3% | +4.0% |
| METAMeta Platforms Inc | $81.1M | 1.2% | +2.0% |
| KLACKla Corp | $80.3M | 1.2% | +894.8% |
| ABBVAbbvie Inc | $80.2M | 1.2% | −15.0% |
| Eaton Corp PLCCUSIP G29183103 | $76.9M | 1.2% | +1.7% |
| ADIAnalog Devices Inc | $71.1M | 1.1% | +5.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $191.1M |
| AMATApplied Matls Inc | June 30, 2020 | +1096.1% | $55.6M |
| AMDAdvanced Micro Devices Inc | March 31, 2021 | +640.0% | $89.8M |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $139.5M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $267.7M |
| Eaton Corp PLCCUSIP G29183103 | June 30, 2020 | +387.1% | $76.9M |
| NVDANvidia Corporation | June 30, 2023 | +373.0% | $315.1M |
| Seagate Technology Hldngs PlCUSIP G7997R103 | December 31, 2025 | +250.4% | $67.5M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $133.8M |
| ADIAnalog Devices Inc | June 30, 2020 | +223.9% | $71.1M |
Sold off last quarter
- MELIMercadolibre Inc was $6.7M
- Honeywell Intl IncCUSIP 438516106 was $5.3M
- CTRACoterra Energy Inc was $3.5M
- On Hldg AgCUSIP H5919C104 was $3.1M
- TYGTortoise Energy Infrstrctr C was $291K
- Dupont De Nemours IncCUSIP 26614N102 was $227K
- BIVVanguard Bd Index Fds was $155K
- GOVTIshares Tr was $60K
- AHRAmerican Healthcare Reit Inc was $54K
- CRKComstock Res Inc was $53K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.7% | +14.8% |
| March 31, 2026 | −3.5% | −4.6% |
| December 31, 2025 | +1.8% | +2.4% |
| September 30, 2025 | +7.2% | +7.8% |
| June 30, 2025 | +10.2% | +10.5% |
| March 31, 2025 | −3.9% | −4.6% |
| December 31, 2024 | −0.1% | +2.1% |
| September 30, 2024 | +5.1% | +5.4% |
| June 30, 2024 | +2.4% | +4.0% |
| March 31, 2024 | +8.6% | +10.0% |
| December 31, 2023 | +11.0% | +11.2% |
| September 30, 2023 | −4.0% | −3.6% |
| June 30, 2023 | +5.7% | +8.3% |
| March 31, 2023 | +4.3% | +7.0% |
| December 31, 2022 | +8.6% | +7.1% |
| September 30, 2022 | −5.5% | −5.3% |
| June 30, 2022 | −13.4% | −16.5% |
| March 31, 2022 | −6.3% | −4.9% |
| December 31, 2021 | +7.5% | +10.7% |
| September 30, 2021 | +0.3% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Eastern Bank Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1126395&type=13F-HR&dateb=&owner=include&count=40CIK 1126395
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1126395/000112639526000004/Filed July 1, 2026 · accession 0001126395-26-000004