MondegarAI
EASTERLY INVESTMENT PARTNERS LLC

Q4 2024 · 13F-HR

EASTERLY INVESTMENT PARTNERS LLCholdings as filed

Filed 2025-02-12 · accession 0001214659-25-002436

$1.27B
Reported value
196
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TR$186.2M14.6%317,664CommonSOLE
060505104BACBANK AMERICA CORP$27.8M2.18%632,942CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$26.1M2.05%108,981CommonSOLE
17275R102CSCOCISCO SYS INC$24.4M1.92%412,827CommonSOLE
03064D108COLDAMERICOLD REALTY TRUST INC$21.8M1.71%1,018,807CommonSOLE
534187109LNCLINCOLN NATL CORP IND$20.3M1.60%641,305CommonSOLE
12621E103CNOCNO FINL GROUP INC$19.7M1.54%528,512CommonSOLE
201723103CMCCOMMERCIAL METALS CO$19.6M1.54%395,997CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$18.5M1.45%277,146CommonSOLE
02665T306AMHAMERICAN HOMES 4 RENT$18.4M1.45%492,889CommonSOLE
172967424CCITIGROUP INC$18.1M1.42%257,428CommonSOLE
963320106WHRWHIRLPOOL CORP$17.3M1.36%151,126CommonSOLE
87612E106TGTTARGET CORP$15.9M1.25%117,944CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$15.9M1.25%398,561CommonSHARED
58933Y105MRKMERCK & CO INC$15.8M1.24%158,840CommonSOLE
59156R108METMETLIFE INC$14.7M1.15%179,438CommonSOLE
30040W108ESEVERSOURCE ENERGY$14.5M1.14%251,801CommonSHARED
95040Q104WELLWELLTOWER INC$14.5M1.14%114,716CommonSOLE
74340W103PLDPROLOGIS INC.$14.3M1.12%135,104CommonSOLE
917047102URBNURBAN OUTFITTERS INC$14.2M1.12%259,022CommonSOLE
24665A103DKDELEK US HLDGS INC NEW$14.2M1.11%765,249CommonSOLE
031162100AMGNAMGEN INC$13.7M1.07%52,514CommonSOLE
683715106OTEXOPEN TEXT CORP$13.5M1.06%476,588CommonSOLE
302520101FNBF N B CORP$13.4M1.05%907,467CommonSOLE
478160104JNJJOHNSON & JOHNSON$13.3M1.04%91,814CommonSOLE
197236102COLBCOLUMBIA BKG SYS INC$13.2M1.03%486,991CommonSOLE
302491303FMCFMC CORP$12.9M1.01%264,931CommonSOLE
464287226AGGISHARES TR$12.7M1.00%131,350CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$12.2M0.96%66,744CommonSOLE
127097103CTRACOTERRA ENERGY INC$12.2M0.96%478,897CommonSOLE
45378A106IRTINDEPENDENCE RLTY TR INC$12.2M0.96%613,867CommonSOLE
185899101CLFCLEVELAND-CLIFFS INC NEW$12.0M0.95%1,280,725CommonSOLE
46817M107JXNJACKSON FINANCIAL INC$11.3M0.88%129,285CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$11.2M0.88%19,554CommonSHARED
82706C108SIMOSILICON MOTION TECHNOLOGY CO$11.1M0.87%204,931CommonSOLE
260557103DOWDOW INC$10.9M0.85%271,020CommonSHARED
28852N109EFCELLINGTON FINANCIAL INC$10.8M0.85%889,418CommonSOLE
254687106DISDISNEY WALT CO$10.7M0.84%96,189CommonSOLE
74766Q101QTRXQUANTERIX CORP$10.2M0.80%954,995CommonSHARED
15135B101CNCCENTENE CORP DEL$10.0M0.78%164,797CommonSOLE
004239109AKRACADIA RLTY TR$9.9M0.78%408,702CommonSOLE
719405102PLABPHOTRONICS INC$9.8M0.77%414,194CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$9.7M0.76%122,508CommonSHARED
95082P105WCCWESCO INTL INC$9.5M0.75%52,717CommonSOLE
92556V106VTRSVIATRIS INC$9.4M0.74%757,455CommonSHARED
867224107SUSUNCOR ENERGY INC NEW$9.2M0.72%256,532CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$8.8M0.69%44,732CommonSHARED
56585A102MPCMARATHON PETE CORP$8.8M0.69%62,739CommonSOLE
094235108BLMNBLOOMIN BRANDS INC$8.7M0.68%713,941CommonSOLE
438516106HONHONEYWELL INTL INC$8.5M0.67%37,552CommonSHARED
464287242LQDISHARES TR$8.4M0.66%78,690CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$8.3M0.65%83,588CommonSOLE
008492100ADCAGREE RLTY CORP$8.3M0.65%117,540CommonSOLE
550021109LULULULULEMON ATHLETICA INC$7.9M0.62%20,641CommonSOLE
20030N101CMCSACOMCAST CORP NEW$7.7M0.60%204,408CommonSHARED
929089100VOYAVOYA FINANCIAL INC$7.6M0.60%110,202CommonSHARED
039483102ADMARCHER DANIELS MIDLAND CO$7.6M0.59%149,921CommonSOLE
756109104OREALTY INCOME CORP$7.5M0.59%141,239CommonSOLE
931142103WMTWALMART INC$7.5M0.59%83,068CommonSHARED
464287176TIPISHARES TR$7.4M0.58%69,080CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$7.3M0.58%100,640CommonNONE
256746108DLTRDOLLAR TREE INC$7.2M0.57%96,081CommonSOLE
72147K108PPCPILGRIMS PRIDE CORP$7.1M0.56%157,254CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$7.0M0.55%184,353CommonSHARED
20825C104COPCONOCOPHILLIPS$7.0M0.55%70,657CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$6.9M0.54%65,232CommonSOLE
G8060N102STSENSATA TECHNOLOGIES HLDG PL$6.9M0.54%250,323CommonSOLE
000957100ABMABM INDS INC$6.8M0.54%133,282CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$6.7M0.53%36,099CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$6.7M0.53%82,362CommonSOLE
88146M101TRNOTERRENO RLTY CORP$6.3M0.50%106,855CommonSOLE
63633D104NHINATIONAL HEALTH INVS INC$6.2M0.48%89,047CommonSOLE
26884L109EQTEQT CORP$6.1M0.48%131,486CommonSOLE
68622V106OGNORGANON & CO$5.9M0.47%397,634CommonSHARED
166764100CVXCHEVRON CORP NEW$5.9M0.46%40,606CommonSHARED
09260D107BXBLACKSTONE INC$5.9M0.46%33,947CommonSHARED
G6700G107NVTNVENT ELECTRIC PLC$5.8M0.45%84,454CommonSHARED
05550J101BJBJS WHSL CLUB HLDGS INC$5.7M0.45%63,936CommonSOLE
68389X105ORCLORACLE CORP$5.6M0.44%33,791CommonSOLE
011532108AGIALAMOS GOLD INC NEW$5.5M0.43%300,074CommonSOLE
67077M108NTRNUTRIEN LTD$5.3M0.41%117,435CommonSOLE
512816109LAMRLAMAR ADVERTISING CO NEW$5.2M0.41%42,971CommonSOLE
75281A109RRCRANGE RES CORP$5.2M0.41%144,959CommonSOLE
907818108UNPUNION PAC CORP$5.2M0.41%22,790CommonSHARED
11777Q209BTGB2GOLD CORP$4.8M0.37%1,947,235CommonSOLE
002896207ANFABERCROMBIE & FITCH CO$4.7M0.37%31,358CommonSHARED
254709108DFSEURDISCOVER FINL SVCS$4.6M0.36%26,725CommonSHARED
680033107ONBOLD NATL BANCORP IND$4.6M0.36%211,493CommonSOLE
53566V106LINELINEAGE INC$4.4M0.35%75,129CommonSOLE
682189105ONON SEMICONDUCTOR CORP$4.3M0.34%68,758CommonSHARED
047649108ATKRATKORE INC$4.3M0.34%51,608CommonSOLE
200340107CMACOMERICA INC$3.9M0.31%63,415CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$3.9M0.31%50,244CommonSOLE
989701107ZIONZIONS BANCORPORATION N A$3.8M0.29%69,179CommonSOLE
37940X102GPNGLOBAL PMTS INC$3.7M0.29%33,334CommonSHARED
78440X887SLGSL GREEN RLTY CORP$3.7M0.29%54,268CommonSOLE
92340V107016VEREN INC$3.6M0.29%709,045CommonSOLE
431284108HIWHIGHWOODS PPTYS INC$3.5M0.27%113,364CommonSOLE
49177J102KVUEKENVUE INC$3.2M0.25%148,977CommonSOLE
92189F791GDXJVANECK ETF TRUST$3.1M0.24%72,112CommonSOLE
665531307NOGNORTHERN OIL & GAS INC$3.0M0.23%80,506CommonSOLE
580135101MCDMCDONALDS CORP$3.0M0.23%10,297CommonSHARED
12653C108CNXCNX RES CORP$2.7M0.21%73,750CommonSOLE
513272104LWLAMB WESTON HLDGS INC$2.6M0.21%39,619CommonSHARED
80105N105SNYSANOFI$2.6M0.21%54,856CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$2.6M0.20%22,500CommonSOLE
109641100EATBRINKER INTL INC$2.5M0.19%18,633CommonSOLE
63001N106NATLNCR ATLEOS CORPORATION$2.4M0.19%71,600CommonSOLE
922908736VUGVANGUARD INDEX FDS$2.3M0.18%5,617CommonSOLE
046224101ASTEASTEC INDS INC$2.3M0.18%68,538CommonSOLE
319829107FCFFIRST COMWLTH FINL CORP PA$2.3M0.18%134,700CommonSOLE
949746101WMT2WELLS FARGO CO NEW$2.2M0.17%30,873CommonSOLE
247361702DALDELTA AIR LINES INC DEL$2.2M0.17%35,732CommonSOLE
92840M102VSTVISTRA CORP$2.1M0.17%15,500CommonSOLE
037833100AAPLAPPLE INC$2.1M0.16%8,267CommonSHARED
695127100PCRXPACIRA BIOSCIENCES INC$2.0M0.16%105,651CommonSOLE
902681105UGIUGI CORP NEW$2.0M0.16%70,338CommonSOLE
067806109BUSDBARNES GROUP INC$1.9M0.15%41,180CommonSOLE
34965K107FTREFORTREA HLDGS INC$1.9M0.15%101,986CommonSHARED
464287663IUSVISHARES TR$1.9M0.15%19,986CommonSOLE
30231G102XOMEXXON MOBIL CORP$1.8M0.14%16,700CommonSOLE
00162Q452AMLPALPS ETF TR$1.8M0.14%36,618CommonSOLE
146229109CRICARTERS INC$1.7M0.14%32,268CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$1.7M0.14%15,390CommonSHARED
008474108AEMAGNICO EAGLE MINES LTD$1.7M0.14%22,092CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$1.6M0.13%13,510CommonSOLE
78464A870XBISPDR SER TR$1.6M0.13%18,061CommonSOLE
19459J104COLLCOLLEGIUM PHARMACEUTICAL INC$1.6M0.13%56,158CommonSOLE
607828100MODMODINE MFG CO$1.6M0.13%13,874CommonSOLE
416515104HIGHARTFORD FINL SVCS GROUP INC$1.6M0.12%14,530CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$1.6M0.12%30,437CommonSOLE
693656100PVHPVH CORPORATION$1.5M0.12%14,362CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$1.4M0.11%11,076CommonSOLE
741623102PRMBPRIMO BRANDS CORPORATION$1.4M0.11%44,041CommonSHARED
921937819BIVVANGUARD BD INDEX FDS$1.2M0.10%16,567CommonSOLE
42809H107HESHESS CORP$1.2M0.10%9,303CommonSHARED
403949100DINOHF SINCLAIR CORP$1.2M0.10%35,213CommonSOLE
17243V102CNKCINEMARK HLDGS INC$1.2M0.10%39,718CommonSOLE
693718108PCARPACCAR INC$1.2M0.09%11,575CommonSOLE
27923Q109ECVTECOVYST INC$1.2M0.09%155,296CommonSOLE
238337109PLAYDAVE & BUSTERS ENTMT INC$1.1M0.09%37,541CommonSOLE
880779103TEXTEREX CORP NEW$1.1M0.09%23,686CommonSOLE
00287Y109ABBVABBVIE INC$1.1M0.09%6,154CommonSOLE
57667L107MTCHMATCH GROUP INC NEW$1.1M0.09%33,250CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$1.1M0.08%12,500CommonSOLE
670346105NUENUCOR CORP$1.1M0.08%9,000CommonSOLE
227483104CCRNCROSS CTRY HEALTHCARE INC$1.0M0.08%57,256CommonSOLE
94987B105XEADXALLSPRING INCOME OPPORTUNIT$1.0M0.08%148,861CommonSOLE
163851108CCCHEMOURS CO$1.0M0.08%59,831CommonSOLE
649445400FLGFLAGSTAR FINANCIAL INC$975,8250.08%104,590CommonSOLE
00081T108ACCOACCO BRANDS CORP$949,9510.07%180,943CommonSOLE
464287465EFAISHARES TR$942,1760.07%12,461CommonSOLE
64110D104NTAPNETAPP INC$930,8460.07%8,019CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$928,1450.07%1,910CommonSOLE
969457100WMBWILLIAMS COS INC$896,7180.07%16,569CommonSHARED
254543101DIODDIODES INC$888,7880.07%14,412CommonSOLE
740444104PLPCPREFORMED LINE PRODS CO$881,2750.07%6,896CommonSHARED
464287481IWPISHARES TR$816,0170.06%6,438CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$780,6780.06%15,800CommonSOLE
00751Y106AAPADVANCE AUTO PARTS INC$699,8920.05%14,800CommonSOLE
N07059210ASMLASML HOLDING N V$695,8520.05%1,004CommonSOLE
67103X102OFGOFG BANCORP$688,0810.05%16,259CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$666,3220.05%1,470CommonSHARED
91823B109UWMCUWM HOLDINGS CORPORATION$648,6350.05%110,500CommonSOLE
464287234EEMISHARES TR$589,4110.05%14,094CommonSOLE
24664T103DKLDELEK LOGISTICS PARTNERS LP$586,6870.05%13,883CommonSHARED
258622109DSLDOUBLELINE INCOME SOLUTIONS$585,5990.05%46,587CommonSOLE
464287457SHYISHARES TR$552,0530.04%6,734CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$546,7280.04%2,600CommonSOLE
464288687PFFISHARES TR$536,8690.04%17,076CommonSOLE
717081103PFEPFIZER INC$517,3350.04%19,500CommonSOLE
46429B598INDAISHARES TR$484,8140.04%9,210CommonSOLE
438333106HNSTHONEST CO INC$464,3100.04%67,000CommonSOLE
71880K101PHINPHINIA INC$456,1700.04%9,470CommonSOLE
489170100KMTKENNAMETAL INC$411,1020.03%17,115CommonSOLE
157085101CERSCERUS CORP$410,5730.03%266,606CommonSHARED
617446448MSMORGAN STANLEY$396,1440.03%3,151CommonSHARED
003009867FAXABRDN ASIA PACIFIC INCOME FU$389,1820.03%26,439CommonSOLE
18482P103CLFDCLEARFIELD INC$360,5920.03%11,632CommonSOLE
595112103MUMICRON TECHNOLOGY INC$355,5810.03%4,225CommonSHARED
03743Q108APAAPA CORPORATION$346,3500.03%15,000CommonSOLE
464287648IWOISHARES TR$336,7490.03%1,170CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$327,8450.03%1,700CommonSOLE
92206C102VGSHVANGUARD SCOTTSDALE FDS$320,8050.03%5,514CommonSOLE
68404V209OPTNUSDOPTINOSE INC$311,7330.02%46,667CommonSOLE
548661107LOWLOWES COS INC$311,4620.02%1,262CommonSHARED
369604301GEGE AEROSPACE$273,0350.02%1,637CommonSOLE
74349Y837PSQPROSHARES TR$261,8000.02%7,000CommonSOLE
78667J108SG7SAGE THERAPEUTICS INC$244,3500.02%45,000CommonSOLE
922908538VOTVANGUARD INDEX FDS$232,6890.02%917CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$219,8300.02%1,000CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$213,3750.02%2,500CommonSOLE
244199105DEDEERE & CO$207,6130.02%490CommonSHARED
27616P103EASTERLY GOVT PPTYS INC$117,5080.01%10,344CommonSOLE
01671P100ALLKGUSDALLAKOS INC$30,2500.00%25,000CommonSOLE
04746L104ATHIRA PHARMA INC$19,6540.00%33,500CommonSOLE

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.