Eastern Bank
Annual return '25
+16.3%
SPY '25
+17.7%
Alpha
-1.4ptsvs SPY
Invested
$5.8B
Holdings
1,023
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$GVI
ISHARES TR
Q4 2025: Exited (was 4.66M shares)
5.2%
02
$AAPL
APPLE INC
Q4 2025: Sold 97.5% (1.87M → 45.8k shares)
5.0%
03
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +4.4% (47.4k → 49.5k shares)
4.8%
04
$MSFT
MICROSOFT CORP
Q1 2026: Increased +1.4% (19.2k → 19.5k shares)
4.1%
05
$GOOGL
ALPHABET INC
Q1 2026: Increased +0.9% (18.2k → 18.4k shares)
3.9%
06
$JIRE
J P MORGAN EXCHANGE TRADED F
Q4 2025: Exited (was 1.98M shares)
2.7%
07
$VEA
VANGUARD TAX-MANAGED FDS
Q4 2025: Exited (was 4.58M shares)
2.7%
08
$AVGO
BROADCOM INC
Q1 2026: Increased +7.8% (5.4k → 5.9k shares)
2.7%
09
$AMZN
AMAZON COM INC
Q1 2026: Increased +3.7% (11.7k → 12.1k shares)
2.6%
10
$IVV
ISHARES TR
Q4 2025: Sold 99.1% (296.9k → 2.8k shares)
2.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:25 UTC.