MondegarAI
EASTERLY INVESTMENT PARTNERS LLC

Q2 2024 · 13F-HR

EASTERLY INVESTMENT PARTNERS LLCholdings as filed

Filed 2024-07-25 · accession 0001214659-24-012975

$1.14B
Reported value
197
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TR$136.1M12.0%250,094CommonSOLE
060505104BACBANK AMERICA CORP$24.9M2.18%624,919CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$24.6M2.16%121,622CommonSOLE
201723103CMCCOMMERCIAL METALS CO$22.3M1.96%405,413CommonSOLE
28852N109EFCELLINGTON FINANCIAL INC$21.8M1.91%1,803,078CommonSOLE
17275R102CSCOCISCO SYS INC$21.7M1.91%457,759CommonSOLE
534187109LNCLINCOLN NATL CORP IND$18.6M1.63%598,053CommonSOLE
82706C108SIMOSILICON MOTION TECHNOLOGY CO$17.8M1.56%219,264CommonSOLE
031162100AMGNAMGEN INC$17.4M1.53%55,613CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$16.9M1.48%409,241CommonSHARED
12621E103CNOCNO FINL GROUP INC$16.3M1.43%587,171CommonSOLE
127097103CTRACOTERRA ENERGY INC$15.9M1.40%595,846CommonSOLE
92556V106VTRSVIATRIS INC$15.9M1.39%1,492,865CommonSHARED
004239109AKRACADIA RLTY TR$15.0M1.32%838,908CommonSOLE
683715106OTEXOPEN TEXT CORP$14.5M1.27%482,959CommonSOLE
29444U700EQIXEQUINIX INC$13.9M1.22%18,338CommonSOLE
59156R108METMETLIFE INC$13.7M1.20%194,788CommonSOLE
172967424CCITIGROUP INC$13.6M1.19%213,847CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$13.2M1.16%198,826CommonSHARED
464287226AGGISHARES TR$12.8M1.12%131,350CommonSOLE
302491303FMCFMC CORP$12.6M1.11%218,724CommonSOLE
866674104SUISUN CMNTYS INC$12.6M1.10%104,295CommonSOLE
478160104JNJJOHNSON & JOHNSON$12.4M1.09%85,144CommonSOLE
11120U105BRXBRIXMOR PPTY GROUP INC$12.3M1.08%533,867CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$12.3M1.08%189,144CommonSOLE
260557103DOWDOW INC$12.2M1.07%230,091CommonSHARED
000957100ABMABM INDS INC$11.6M1.02%229,897CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$11.6M1.02%66,616CommonSHARED
24665A103DKDELEK US HLDGS INC NEW$11.3M1.00%457,536CommonSOLE
094235108BLMNBLOOMIN BRANDS INC$11.3M1.00%588,864CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$11.2M0.98%67,862CommonSOLE
302520101FNBF N B CORP$11.1M0.98%812,215CommonSOLE
87612E106TGTTARGET CORP$11.0M0.96%74,097CommonSHARED
72147K108PPCPILGRIMS PRIDE CORP$10.9M0.95%282,051CommonSOLE
254687106DISDISNEY WALT CO$10.6M0.93%107,005CommonSOLE
49177J102KVUEKENVUE INC$10.6M0.93%582,336CommonSOLE
56585A102MPCMARATHON PETE CORP$10.4M0.92%60,075CommonSOLE
917047102URBNURBAN OUTFITTERS INC$10.4M0.91%253,446CommonSOLE
30040W108ESEVERSOURCE ENERGY$10.2M0.90%180,648CommonSHARED
487836108KKELLANOVA$10.1M0.88%174,239CommonSOLE
68389X105ORCLORACLE CORP$10.0M0.88%70,923CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$9.8M0.86%21,586CommonSHARED
15135B101CNCCENTENE CORP DEL$9.6M0.84%144,961CommonSOLE
17243V102CNKCINEMARK HLDGS INC$9.6M0.84%444,102CommonSOLE
867224107SUSUNCOR ENERGY INC NEW$9.4M0.82%246,279CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$9.3M0.82%154,234CommonSOLE
02665T306AMHAMERICAN HOMES 4 RENT$9.2M0.81%248,314CommonSOLE
74766Q101QTRXQUANTERIX CORP$9.2M0.80%692,746CommonSHARED
457985208IARTINTEGRA LIFESCIENCES HLDGS C$9.0M0.79%307,154CommonSOLE
95082P105WCCWESCO INTL INC$8.9M0.79%56,427CommonSOLE
46817M107JXNJACKSON FINANCIAL INC$8.8M0.77%118,267CommonSOLE
719405102PLABPHOTRONICS INC$8.6M0.76%348,987CommonSOLE
G8060N102STSENSATA TECHNOLOGIES HLDG PL$8.5M0.75%228,440CommonSOLE
464287242LQDISHARES TR$8.4M0.74%78,690CommonSOLE
81211K100SDASEALED AIR CORP NEW$7.9M0.70%227,823CommonSHARED
963320106WHRWHIRLPOOL CORP$7.9M0.69%77,292CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$7.9M0.69%72,717CommonSOLE
05550J101BJBJS WHSL CLUB HLDGS INC$7.7M0.68%87,889CommonSOLE
74340W103PLDPROLOGIS INC.$7.4M0.65%65,765CommonSOLE
464287176TIPISHARES TR$7.4M0.65%69,080CommonSOLE
165167735EXECHESAPEAKE ENERGY CORP$7.3M0.64%88,285CommonSHARED
929089100VOYAVOYA FINANCIAL INC$7.0M0.62%98,619CommonSHARED
98311A105WHWYNDHAM HOTELS & RESORTS INC$6.6M0.58%89,535CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$6.0M0.53%30,820CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$5.9M0.52%79,860CommonNONE
98980L101ZNGAZOOM VIDEO COMMUNICATIONS IN$5.8M0.51%98,636CommonSOLE
20030N101CMCSACOMCAST CORP NEW$5.6M0.49%143,341CommonSHARED
931142103WMTWALMART INC$5.2M0.46%76,565CommonSHARED
34965K107FTREFORTREA HLDGS INC$4.9M0.43%211,158CommonSHARED
197236102COLBCOLUMBIA BKG SYS INC$4.9M0.43%246,973CommonSOLE
58933Y105MRKMERCK & CO INC$4.9M0.43%39,425CommonSOLE
88146M101TRNOTERRENO RLTY CORP$4.8M0.42%80,859CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$4.7M0.41%11,466CommonNONE
166764100CVXCHEVRON CORP NEW$4.6M0.40%29,275CommonSHARED
918204108VFCV F CORP$4.5M0.40%336,516CommonSHARED
26884L109EQTEQT CORP$4.5M0.40%122,147CommonSOLE
925652109VICIVICI PPTYS INC$4.4M0.39%154,269CommonSOLE
011532108AGIALAMOS GOLD INC NEW$4.4M0.38%277,910CommonSOLE
460146103IPINTERNATIONAL PAPER CO$4.4M0.38%100,877CommonSHARED
907818108UNPUNION PAC CORP$4.3M0.38%19,181CommonSHARED
09260D107BXBLACKSTONE INC$4.2M0.37%33,944CommonSHARED
256746108DLTRDOLLAR TREE INC$4.2M0.37%39,274CommonSHARED
11777Q209BTGB2GOLD CORP$4.1M0.36%1,513,040CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$3.9M0.34%50,244CommonSOLE
75281A109RRCRANGE RES CORP$3.7M0.33%110,399CommonSOLE
500754106KHCKRAFT HEINZ CO$3.6M0.32%112,994CommonSHARED
G6700G107NVTNVENT ELECTRIC PLC$3.5M0.30%45,074CommonSHARED
565849106MRO*MARATHON OIL CORP$3.4M0.30%118,121CommonSOLE
682189105ONON SEMICONDUCTOR CORP$3.4M0.30%49,331CommonSHARED
03064D108COLDAMERICOLD REALTY TRUST INC$3.1M0.27%121,655CommonSHARED
92340V107016VEREN INC$3.1M0.27%393,345CommonSOLE
92189F791GDXJVANECK ETF TRUST$3.0M0.27%72,112CommonSOLE
109641100EATBRINKER INTL INC$3.0M0.27%41,761CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$3.0M0.27%62,193CommonSHARED
695127100PCRXPACIRA BIOSCIENCES INC$3.0M0.27%105,556CommonSOLE
80105N105SNYSANOFI$2.7M0.23%54,743CommonSOLE
949746101WMT2WELLS FARGO CO NEW$2.6M0.23%43,583CommonSOLE
63001N106NATLNCR ATLEOS CORPORATION$2.4M0.21%89,927CommonSOLE
247361702DALDELTA AIR LINES INC DEL$2.4M0.21%50,965CommonSOLE
680033107ONBOLD NATL BANCORP IND$2.4M0.21%137,167CommonSOLE
68404V100OPTINOSE INC$2.3M0.21%2,246,224CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$2.3M0.20%23,936CommonSOLE
431284108HIWHIGHWOODS PPTYS INC$2.2M0.20%84,977CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$2.2M0.19%13,510CommonSOLE
00751Y106AAPADVANCE AUTO PARTS INC$2.1M0.18%33,242CommonSOLE
922908736VUGVANGUARD INDEX FDS$2.1M0.18%5,617CommonSOLE
64110D104NTAPNETAPP INC$2.1M0.18%16,019CommonSOLE
554489104VREVERIS RESIDENTIAL INC$2.0M0.17%132,696CommonSOLE
458140100INTCINTEL CORP$2.0M0.17%63,727CommonSOLE
845467109SWN1EURSOUTHWESTERN ENERGY CO$2.0M0.17%290,223CommonSOLE
30231G102XOMEXXON MOBIL CORP$1.9M0.17%16,700CommonSOLE
62886E108VYXNCR VOYIX CORPORATION$1.9M0.17%154,196CommonSOLE
883203101TXTTEXTRON INC$1.9M0.17%22,001CommonSHARED
344419106FMXFOMENTO ECONOMICO MEXICANO S$1.9M0.16%17,397CommonSHARED
665531307NOGNORTHERN OIL & GAS INC$1.9M0.16%50,221CommonSOLE
00162Q452AMLPALPS ETF TR$1.8M0.15%36,618CommonSOLE
M5425M103INMDINMODE LTD$1.8M0.15%96,010CommonSOLE
037833100AAPLAPPLE INC$1.7M0.15%8,267CommonSHARED
146229109CRICARTERS INC$1.7M0.15%27,227CommonSOLE
78464A870XBISPDR SER TR$1.7M0.15%18,061CommonSOLE
740444104PLPCPREFORMED LINE PRODS CO$1.7M0.15%13,317CommonSHARED
989701107ZIONZIONS BANCORPORATION N A$1.6M0.14%37,914CommonSOLE
493267108KEYKEYCORP$1.6M0.14%115,707CommonSOLE
607828100MODMODINE MFG CO$1.6M0.14%15,660CommonSOLE
92840M102VSTVISTRA CORP$1.5M0.14%18,000CommonSOLE
693656100PVHPVH CORPORATION$1.5M0.13%14,347CommonSOLE
319829107FCFFIRST COMWLTH FINL CORP PA$1.5M0.13%108,765CommonSOLE
880779103TEXTEREX CORP NEW$1.5M0.13%27,367CommonSOLE
78667J108SG7SAGE THERAPEUTICS INC$1.5M0.13%136,602CommonSOLE
416515104HIGHARTFORD FINL SVCS GROUP INC$1.5M0.13%14,591CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$1.4M0.13%22,119CommonSOLE
670346105NUENUCOR CORP$1.4M0.13%9,000CommonSOLE
19459J104COLLCOLLEGIUM PHARMACEUTICAL INC$1.4M0.12%42,629CommonSOLE
42809H107HESHESS CORP$1.4M0.12%9,303CommonSHARED
71880K101PHINPHINIA INC$1.4M0.12%34,790CommonSOLE
902681105UGIUGI CORP NEW$1.3M0.12%58,788CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$1.3M0.12%15,390CommonSHARED
12653C108CNXCNX RES CORP$1.3M0.12%54,230CommonSOLE
921937819BIVVANGUARD BD INDEX FDS$1.3M0.11%16,692CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$1.2M0.11%15,296CommonSHARED
403949100DINOHF SINCLAIR CORP$1.2M0.11%23,050CommonSOLE
067806109BUSDBARNES GROUP INC$1.1M0.10%27,610CommonSOLE
00287Y109ABBVABBVIE INC$1.1M0.09%6,172CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$1.0M0.09%23,200CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$995,8740.09%15,800CommonSOLE
464287465EFAISHARES TR$976,0700.09%12,461CommonSOLE
74167P108BCBUSDPRIMO WATER CORPORATION$962,7050.08%44,040CommonSHARED
94987B105XEADXALLSPRING INCOME OPPORTUNIT$961,4320.08%145,231CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$927,0220.08%6,774CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$892,1610.08%1,910CommonSOLE
27923Q109ECVTECOVYST INC$892,1560.08%99,460CommonSOLE
163851108CCCHEMOURS CO$877,8830.08%38,896CommonSOLE
00081T108ACCOACCO BRANDS CORP$872,3440.08%185,605CommonSOLE
48123V102ZDZIFF DAVIS INC$786,4440.07%14,286CommonSOLE
200340107CMACOMERICA INC$763,5580.07%14,960CommonSOLE
57667L107MTCHMATCH GROUP INC NEW$760,1080.07%25,020CommonSOLE
693718108PCARPACCAR INC$748,8890.07%7,275CommonSOLE
489170100KMTKENNAMETAL INC$718,6290.06%30,528CommonSOLE
G7S00T104PNRPENTAIR PLC$716,8650.06%9,350CommonSOLE
464287481IWPISHARES TR$710,4330.06%6,438CommonSOLE
969457100WMBWILLIAMS COS INC$703,9260.06%16,563CommonSHARED
264147109DCODUCOMMUN INC DEL$656,4260.06%11,306CommonSHARED
046224101ASTEASTEC INDS INC$637,6010.06%21,497CommonSOLE
595112103MUMICRON TECHNOLOGY INC$604,6470.05%4,597CommonSHARED
464287234EEMISHARES TR$600,2630.05%14,094CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$583,9080.05%2,600CommonSOLE
258622109DSLDOUBLELINE INCOME SOLUTIONS$583,2690.05%46,587CommonSOLE
608190104MHKMOHAWK INDS INC$567,9500.05%5,000CommonSOLE
464287457SHYISHARES TR$549,8310.05%6,734CommonSOLE
717081103PFEPFIZER INC$540,0140.05%19,300CommonSOLE
464288687PFFISHARES TR$538,7480.05%17,076CommonSOLE
67103X102OFGOFG BANCORP$516,3230.05%13,787CommonSOLE
46429B598INDAISHARES TR$513,7340.05%9,210CommonSOLE
254543101DIODDIODES INC$511,4940.04%7,111CommonSOLE
02079K305GOOGLALPHABET INC$510,3930.04%2,802CommonSHARED
00214Q104ARKKARK ETF TR$483,4500.04%11,000CommonSOLE
37045V100GMGENERAL MTRS CO$472,4520.04%10,169CommonSOLE
438333106HNSTHONEST CO INC$438,0000.04%150,000CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$379,9500.03%15,000CommonSOLE
500255104KSSKOHLS CORP$347,9080.03%15,133CommonSHARED
18482P103CLFDCLEARFIELD INC$341,5640.03%8,858CommonSOLE
92206C102VGSHVANGUARD SCOTTSDALE FDS$319,7570.03%5,514CommonSOLE
617446448MSMORGAN STANLEY$317,5200.03%3,267CommonSHARED
464287648IWOISHARES TR$307,1600.03%1,170CommonSOLE
548661107LOWLOWES COS INC$278,2210.02%1,262CommonSHARED
693475105PNCPNC FINL SVCS GROUP INC$264,3160.02%1,700CommonSOLE
369604301GEGE AEROSPACE$260,2340.02%1,637CommonSOLE
003009107ABRDN ASIA PACIFIC INCOME FU$240,6640.02%89,800CommonSOLE
921937827BSVVANGUARD BD INDEX FDS$230,1000.02%3,000CommonSOLE
922908538VOTVANGUARD INDEX FDS$210,5070.02%917CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$206,0260.02%1,575CommonSHARED
74347B425SH1USDPROSHARES TR$159,7400.01%14,000CommonSOLE
27616P103EASTERLY GOVT PPTYS INC$127,9550.01%10,344CommonSOLE
87918A105TDOCTELADOC HEALTH INC$117,3600.01%12,000CommonSOLE
04746L104ATHIRA PHARMA INC$88,7750.01%33,500CommonSOLE
157085101CERSCERUS CORP$66,7970.01%37,953CommonSHARED
01671P100ALLKGUSDALLAKOS INC$25,0000.00%25,000CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.