MondegarAI
EASTERLY INVESTMENT PARTNERS LLC

Q1 2025 · 13F-HR

EASTERLY INVESTMENT PARTNERS LLCholdings as filed

Filed 2025-05-02 · accession 0001214659-25-006854

$1.20B
Reported value
185
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TR$149.7M12.5%267,594CommonSOLE
060505104BACBANK AMERICA CORP$26.3M2.19%630,510CommonSOLE
29444U700EQIXEQUINIX INC$26.1M2.18%32,060CommonSOLE
253868103DLRDIGITAL RLTY TR INC$25.1M2.09%174,867CommonSOLE
17275R102CSCOCISCO SYS INC$24.5M2.04%396,249CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$23.8M1.98%96,952CommonSOLE
534187109LNCLINCOLN NATL CORP IND$21.1M1.75%586,941CommonSOLE
12621E103CNOCNO FINL GROUP INC$20.1M1.68%483,735CommonSOLE
172967424CCITIGROUP INC$20.1M1.67%283,093CommonSOLE
201723103CMCCOMMERCIAL METALS CO$19.5M1.62%424,280CommonSOLE
478160104JNJJOHNSON & JOHNSON$19.4M1.62%117,025CommonSOLE
512816109LAMRLAMAR ADVERTISING CO NEW$18.1M1.50%158,733CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$17.5M1.45%385,336CommonSHARED
031162100AMGNAMGEN INC$17.0M1.42%54,716CommonSOLE
46817M107JXNJACKSON FINANCIAL INC$16.8M1.40%200,479CommonSOLE
302491303FMCFMC CORP$16.0M1.33%379,824CommonSOLE
15135B101CNCCENTENE CORP DEL$15.2M1.26%249,696CommonSOLE
59156R108METMETLIFE INC$14.1M1.18%176,194CommonSOLE
185899101CLFCLEVELAND-CLIFFS INC NEW$14.1M1.17%1,715,794CommonSOLE
20825C104COPCONOCOPHILLIPS$13.9M1.16%132,334CommonSOLE
03064D108COLDAMERICOLD REALTY TRUST INC$13.6M1.13%633,812CommonSOLE
02665T306AMHAMERICAN HOMES 4 RENT$13.4M1.11%353,220CommonSOLE
45378A106IRTINDEPENDENCE RLTY TR INC$13.0M1.08%613,867CommonSOLE
464287226AGGISHARES TR$13.0M1.08%131,350CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$12.8M1.07%192,146CommonSOLE
58933Y105MRKMERCK & CO INC$12.5M1.04%139,343CommonSOLE
683715106OTEXOPEN TEXT CORP$12.5M1.04%494,372CommonSOLE
30040W108ESEVERSOURCE ENERGY$12.4M1.04%200,382CommonSHARED
197236102COLBCOLUMBIA BKG SYS INC$12.3M1.02%493,420CommonSOLE
963320106WHRWHIRLPOOL CORP$12.2M1.02%135,830CommonSOLE
87612E106TGTTARGET CORP$12.2M1.01%116,692CommonSOLE
302520101FNBF N B CORP$12.0M1.00%895,763CommonSOLE
92556V106VTRSVIATRIS INC$11.9M0.99%1,369,559CommonSHARED
867224107SUSUNCOR ENERGY INC NEW$11.1M0.92%286,657CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$11.0M0.91%20,090CommonSHARED
004239109AKRACADIA RLTY TR$10.9M0.91%521,453CommonSOLE
82706C108SIMOSILICON MOTION TECHNOLOGY CO$10.5M0.88%208,556CommonSOLE
67077M108NTRNUTRIEN LTD$10.2M0.85%206,009CommonSOLE
719405102PLABPHOTRONICS INC$9.9M0.82%475,488CommonSOLE
127097103CTRACOTERRA ENERGY INC$9.8M0.82%340,479CommonSOLE
254687106DISDISNEY WALT CO$9.3M0.78%94,573CommonSOLE
56585A102MPCMARATHON PETE CORP$9.1M0.76%62,563CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$8.7M0.73%95,675CommonSOLE
460146103IPINTERNATIONAL PAPER CO$8.7M0.72%163,103CommonSHARED
74766Q101QTRXQUANTERIX CORP$8.6M0.72%1,325,620CommonSHARED
464287242LQDISHARES TR$8.6M0.71%78,690CommonSOLE
G6700G107NVTNVENT ELECTRIC PLC$8.5M0.71%162,407CommonSHARED
72147K108PPCPILGRIMS PRIDE CORP$8.4M0.70%153,257CommonSOLE
11120U105BRXBRIXMOR PPTY GROUP INC$8.3M0.69%310,875CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$8.2M0.68%216,730CommonSOLE
95082P105WCCWESCO INTL INC$8.1M0.67%52,062CommonSOLE
74340W103PLDPROLOGIS INC.$7.8M0.65%70,104CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$7.7M0.64%45,323CommonSHARED
464287176TIPISHARES TR$7.7M0.64%69,080CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$7.7M0.64%68,871CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$7.7M0.64%46,103CommonSHARED
398182303AHRAMERICAN HEALTHCARE REIT INC$7.6M0.63%249,653CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$7.5M0.63%66,505CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$7.5M0.62%93,514CommonSHARED
166764100CVXCHEVRON CORP NEW$7.3M0.61%43,677CommonSHARED
68622V106OGNORGANON & CO$7.2M0.60%486,623CommonSHARED
256746108DLTRDOLLAR TREE INC$7.1M0.59%94,327CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$7.0M0.59%81,001CommonNONE
24665A103DKDELEK US HLDGS INC NEW$6.9M0.57%457,616CommonSOLE
917047102URBNURBAN OUTFITTERS INC$6.9M0.57%131,302CommonSOLE
G8060N102STSENSATA TECHNOLOGIES HLDG PL$6.8M0.56%278,467CommonSOLE
260557103DOWDOW INC$6.6M0.55%188,973CommonSHARED
63633D104NHINATIONAL HEALTH INVS INC$6.6M0.55%89,047CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$6.4M0.53%82,149CommonSHARED
11777Q209BTGB2GOLD CORP$6.3M0.52%2,195,610CommonSOLE
513272104LWLAMB WESTON HLDGS INC$6.1M0.51%114,494CommonSHARED
000957100ABMABM INDS INC$6.0M0.50%127,584CommonSOLE
011532108AGIALAMOS GOLD INC NEW$6.0M0.50%223,606CommonSOLE
26884L109EQTEQT CORP$5.9M0.49%111,200CommonSOLE
094235108BLMNBLOOMIN BRANDS INC$5.6M0.47%783,126CommonSOLE
92340V107016VEREN INC$5.3M0.44%807,305CommonSOLE
929089100VOYAVOYA FINANCIAL INC$5.3M0.44%78,246CommonSHARED
931142103WMTWALMART INC$5.2M0.43%59,098CommonSHARED
75281A109RRCRANGE RES CORP$5.0M0.41%124,489CommonSOLE
92189F791GDXJVANECK ETF TRUST$4.9M0.41%86,112CommonSOLE
09260D107BXBLACKSTONE INC$4.7M0.40%33,949CommonSHARED
68389X105ORCLORACLE CORP$4.7M0.39%33,261CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$4.6M0.38%61,348CommonSHARED
055622104BPBP PLC$4.4M0.37%130,775CommonSHARED
680033107ONBOLD NATL BANCORP IND$4.2M0.35%196,493CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$4.0M0.33%50,244CommonSOLE
595112103MUMICRON TECHNOLOGY INC$3.9M0.33%45,305CommonSHARED
200340107CMACOMERICA INC$3.7M0.31%62,415CommonSOLE
989701107ZIONZIONS BANCORPORATION N A$3.4M0.28%68,179CommonSOLE
431284108HIWHIGHWOODS PPTYS INC$3.4M0.28%113,364CommonSOLE
047649108ATKRATKORE INC$3.3M0.28%55,564CommonSOLE
020002101ALLALLSTATE CORP$3.2M0.27%15,544CommonNONE
78440X887SLGSL GREEN RLTY CORP$3.1M0.26%54,268CommonSOLE
80105N105SNYSANOFI$3.0M0.25%54,836CommonSOLE
682189105ONON SEMICONDUCTOR CORP$2.9M0.25%72,429CommonSHARED
580135101MCDMCDONALDS CORP$2.9M0.24%9,365CommonSHARED
695127100PCRXPACIRA BIOSCIENCES INC$2.8M0.23%112,171CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$2.8M0.23%27,010CommonSOLE
002896207ANFABERCROMBIE & FITCH CO$2.7M0.23%35,627CommonSHARED
902681105UGIUGI CORP NEW$2.6M0.22%79,738CommonSOLE
37940X102GPNGLOBAL PMTS INC$2.5M0.21%25,917CommonSHARED
146229109CRICARTERS INC$2.5M0.21%61,468CommonSOLE
665531307NOGNORTHERN OIL & GAS INC$2.5M0.20%81,406CommonSOLE
907818108UNPUNION PAC CORP$2.4M0.20%10,176CommonSHARED
008474108AEMAGNICO EAGLE MINES LTD$2.4M0.20%22,074CommonSOLE
12653C108CNXCNX RES CORP$2.3M0.19%73,750CommonSOLE
63001N106NATLNCR ATLEOS CORPORATION$2.2M0.18%81,700CommonSOLE
046224101ASTEASTEC INDS INC$2.2M0.18%62,538CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$2.1M0.17%54,171CommonSOLE
319829107FCFFIRST COMWLTH FINL CORP PA$2.0M0.17%131,700CommonSOLE
405024100HAEHAEMONETICS CORP MASS$2.0M0.16%30,831CommonSOLE
49177J102KVUEKENVUE INC$1.9M0.16%80,655CommonSOLE
78464A870XBISPDR SER TR$1.9M0.16%23,361CommonSOLE
92839U206VCVISTEON CORP$1.9M0.16%23,993CommonSOLE
037833100AAPLAPPLE INC$1.8M0.15%8,267CommonSHARED
00162Q452AMLPALPS ETF TR$1.8M0.15%35,318CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$1.8M0.15%14,530CommonSOLE
717081103PFEPFIZER INC$1.8M0.15%70,668CommonSOLE
19459J104COLLCOLLEGIUM PHARMACEUTICAL INC$1.7M0.14%56,158CommonSOLE
443628102HBMHUDBAY MINERALS INC$1.6M0.13%206,414CommonSOLE
741623102PRMBPRIMO BRANDS CORPORATION$1.5M0.13%43,455CommonSHARED
42809H107HESHESS CORP$1.5M0.12%9,303CommonSHARED
238337109PLAYDAVE & BUSTERS ENTMT INC$1.4M0.12%82,083CommonSOLE
68404V209OPTNUSDOPTINOSE INC$1.4M0.12%156,666CommonSOLE
922908736VUGVANGUARD INDEX FDS$1.3M0.11%3,633CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$1.3M0.11%17,877CommonSOLE
880779103TEXTEREX CORP NEW$1.3M0.11%33,686CommonSOLE
98980F104GTMZOOMINFO TECHNOLOGIES INC$1.3M0.11%126,165CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$1.3M0.10%2,810CommonSOLE
693656100PVHPVH CORPORATION$1.3M0.10%19,393CommonSOLE
649445400FLGFLAGSTAR FINANCIAL INC$1.2M0.10%104,590CommonSOLE
403949100DINOHF SINCLAIR CORP$1.2M0.10%35,213CommonSOLE
693718108PCARPACCAR INC$1.1M0.09%11,575CommonSOLE
247361702DALDELTA AIR LINES INC DEL$1.1M0.09%25,762CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$1.1M0.09%15,390CommonSHARED
94987B105XEADXALLSPRING INCOME OPPORTUNIT$1.1M0.09%158,861CommonSOLE
670346105NUENUCOR CORP$1.1M0.09%9,000CommonSOLE
607828100MODMODINE MFG CO$1.1M0.09%13,874CommonSOLE
57667L107MTCHMATCH GROUP INC NEW$1.0M0.09%33,250CommonSOLE
921937819BIVVANGUARD BD INDEX FDS$1.0M0.08%13,196CommonSOLE
30231G102XOMEXXON MOBIL CORP$987,1820.08%8,301CommonSHARED
05350V106AVNSAVANOS MED INC$986,3770.08%68,833CommonSOLE
969457100WMBWILLIAMS COS INC$975,3890.08%16,322CommonSHARED
02553E106AEOAMERICAN EAGLE OUTFITTERS IN$969,8750.08%83,466CommonSOLE
27923Q109ECVTECOVYST INC$962,8350.08%155,296CommonSOLE
371901109GNTXGENTEX CORP$932,5830.08%40,025CommonSOLE
91823B109UWMCUWM HOLDINGS CORPORATION$909,1450.08%166,510CommonSOLE
17243V102CNKCINEMARK HLDGS INC$836,9510.07%33,626CommonSOLE
163851108CCCHEMOURS CO$809,5130.07%59,831CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$782,8930.07%1,470CommonSHARED
674599105OXYOCCIDENTAL PETE CORP$779,8880.06%15,800CommonSOLE
464287465EFAISHARES TR$705,4120.06%8,631CommonSOLE
86800U302SMCISUPER MICRO COMPUTER INC$700,5500.06%20,460CommonSOLE
N07059210ASMLASML HOLDING N V$669,2560.06%1,010CommonSOLE
67103X102OFGOFG BANCORP$650,6850.05%16,259CommonSOLE
254543101DIODDIODES INC$622,1660.05%14,412CommonSOLE
550021109LULULULULEMON ATHLETICA INC$608,5790.05%2,150CommonSOLE
464287457SHYISHARES TR$557,1040.05%6,734CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$544,2060.05%2,600CommonSOLE
258622109DSLDOUBLELINE INCOME SOLUTIONS$506,0010.04%40,127CommonSOLE
003009867FAXABRDN ASIA PACIFIC INCOME FU$490,4520.04%31,239CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$474,7170.04%4,316CommonSOLE
46429B598INDAISHARES TR$474,1310.04%9,210CommonSOLE
464287234EEMISHARES TR$411,1300.03%9,408CommonSOLE
617446448MSMORGAN STANLEY$367,6270.03%3,151CommonSHARED
489170100KMTKENNAMETAL INC$364,5500.03%17,115CommonSOLE
464288687PFFISHARES TR$362,3370.03%11,791CommonSOLE
92189F106GDXVANECK ETF TRUST$358,5660.03%7,800CommonSOLE
18482P103CLFDCLEARFIELD INC$345,7030.03%11,632CommonSOLE
35953C106FIPFTAI INFRASTRUCTURE INC$332,9690.03%73,503CommonSHARED
369604301GEGE AEROSPACE$327,6460.03%1,637CommonSOLE
92206C102VGSHVANGUARD SCOTTSDALE FDS$322,1490.03%5,489CommonSOLE
03743Q108APAAPA CORPORATION$315,3000.03%15,000CommonSOLE
464287481IWPISHARES TR$312,5230.03%2,660CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$298,8090.02%1,700CommonSOLE
00081T108ACCOACCO BRANDS CORP$294,9760.02%70,400CommonSOLE
74349Y837PSQPROSHARES TR$284,4100.02%7,000CommonSOLE
464287598IWDISHARES TR$279,2290.02%1,484CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$248,6600.02%1,000CommonSOLE
548661107LOWLOWES COS INC$247,6900.02%1,062CommonSHARED
922908538VOTVANGUARD INDEX FDS$224,3350.02%917CommonSOLE
78667J108SG7SAGE THERAPEUTICS INC$214,6500.02%27,000CommonSOLE
359664109FLGTFULGENT GENETICS INC$198,2200.02%11,729CommonSHARED
27616P103EASTERLY GOVT PPTYS INC$109,6460.01%10,344CommonSOLE
04746L104ATHIRA PHARMA INC$9,5440.00%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.