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EASTERLY INVESTMENT PARTNERS LLC

Q2 2023 · 13F-HR

EASTERLY INVESTMENT PARTNERS LLCholdings as filed

Filed 2023-11-13 · accession 0001766150-23-000005

$1.13B
Reported value
196
Positions
2023-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
92556V106VTRSVIATRIS INC$30.0M2.65%3,003,508CommonSOLE
17275R102CSCOCISCO SYS INC$29.7M2.63%574,850CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$22.9M2.03%157,332CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$22.4M1.98%602,875CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$22.4M1.98%69,503CommonSOLE
723787107PXDEURPIONEER NAT RES CO$22.3M1.97%107,594CommonSOLE
201723103CMCCOMMERCIAL METALS CO$21.0M1.86%398,944CommonSOLE
89832Q109TFCTRUIST FINL CORP$20.0M1.77%659,154CommonSOLE
931142103WMTWALMART INC$19.6M1.73%124,533CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$19.4M1.72%271,784CommonSOLE
25746U109DDOMINION ENERGY INC$18.7M1.65%360,475CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$18.6M1.65%184,513CommonSHARED
478160104JNJJOHNSON & JOHNSON$18.3M1.62%110,620CommonSOLE
42809H107HESHESS CORP$17.7M1.57%130,322CommonSOLE
001744101AMNAMN HEALTHCARE SVCS INC$16.7M1.48%153,177CommonSOLE
090572207BIOBIO RAD LABS INC$16.7M1.48%44,046CommonSOLE
025676206AELUSDAMERICAN EQTY INVT LIFE HLD$16.1M1.43%309,606CommonSOLE
12621E103CNOCNO FINL GROUP INC$15.6M1.38%658,856CommonSOLE
260557103DOWDOW INC$15.4M1.37%289,974CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$15.0M1.32%260,108CommonSOLE
717081103PFEPFIZER INC$14.8M1.31%404,706CommonSOLE
15135B101CNCCENTENE CORP DEL$13.6M1.21%202,076CommonSOLE
95082P105WCCWESCO INTL INC$13.2M1.17%73,876CommonSOLE
G6700G107NVTNVENT ELECTRIC PLC$12.9M1.14%250,077CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$12.7M1.12%37,187CommonSOLE
74167P108BCBUSDPRIMO WATER CORPORATION$12.7M1.12%1,010,594CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$12.5M1.10%85,683CommonSOLE
464287226AGGISHARES TR$12.4M1.10%126,351CommonSOLE
094235108BLMNBLOOMIN BRANDS INC$12.4M1.10%460,192CommonSOLE
72147K108PPCPILGRIMS PRIDE CORP$12.3M1.09%571,582CommonSOLE
060505104BACBANK AMERICA CORP$12.3M1.09%427,305CommonSOLE
126650100CVSCVS HEALTH CORP$12.2M1.08%176,633CommonSOLE
58933Y105MRKMERCK & CO INC$12.2M1.08%105,782CommonSOLE
254687106DISDISNEY WALT CO$12.2M1.08%136,345CommonSOLE
127097103CTRACOTERRA ENERGY INC$12.1M1.07%479,004CommonSOLE
59156R108METMETLIFE INC$12.0M1.06%212,694CommonSOLE
02079K305GOOGLALPHABET INC$12.0M1.06%100,407CommonSOLE
534187109LNCLINCOLN NATL CORP IND$11.9M1.06%463,395CommonSOLE
000957100ABMABM INDS INC$11.9M1.05%278,122CommonSOLE
683715106OTEXOPEN TEXT CORP$11.5M1.02%277,914CommonSOLE
302520101FNBF N B CORP$11.3M1.00%989,339CommonSOLE
82706C108SIMOSILICON MOTION TECHNOLOGY CO$11.1M0.98%154,383CommonSOLE
172967424CCITIGROUP INC$10.7M0.95%232,509CommonSOLE
86800U104SMCIUSDSUPER MICRO COMPUTER INC$10.6M0.94%42,613CommonSOLE
30231G102XOMEXXON MOBIL CORP$10.4M0.92%97,251CommonSOLE
464287457SHYISHARES TR$10.3M0.91%127,335CommonSOLE
693656100PVHPVH CORPORATION$10.0M0.88%117,151CommonSOLE
369550108GDGENERAL DYNAMICS CORP$9.8M0.87%45,701CommonSOLE
50540R409LSILABORATORY CORP AMER HLDGS$9.7M0.85%40,028CommonSHARED
917047102URBNURBAN OUTFITTERS INC$9.5M0.84%286,038CommonSOLE
595112103MUMICRON TECHNOLOGY INC$9.4M0.83%149,281CommonSOLE
487836108KKELLOGG CO$9.4M0.83%139,364CommonSHARED
92206C409VCSHVANGUARD SCOTTSDALE FDS$9.1M0.81%120,245CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$9.0M0.80%20,300PUTSOLE
418056107HASHASBRO INC$8.9M0.79%137,556CommonSOLE
416515104HIGHARTFORD FINL SVCS GROUP INC$8.5M0.76%118,453CommonSOLE
80105N105SNYSANOFI$8.5M0.75%157,051CommonSOLE
458140100INTCINTEL CORP$8.4M0.75%252,069CommonSOLE
17243V102CNKCINEMARK HLDGS INC$8.3M0.73%502,988CommonSOLE
464287242LQDISHARES TR$8.2M0.73%76,259CommonSOLE
031162100AMGNAMGEN INC$8.2M0.73%37,057CommonSOLE
811543107SEBSEABOARD CORP DEL$8.1M0.72%2,287CommonSHARED
92537N108VRTVERTIV HOLDINGS CO$8.1M0.72%326,518CommonSHARED
68389X105ORCLORACLE CORP$8.0M0.71%67,105CommonSOLE
24665A103DKDELEK US HLDGS INC NEW$7.9M0.70%328,717CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$7.7M0.68%61,599CommonSOLE
464287176TIPISHARES TR$7.5M0.67%69,946CommonSOLE
20030N101CMCSACOMCAST CORP NEW$7.3M0.65%176,526CommonSHARED
867224107SUSUNCOR ENERGY INC NEW$7.3M0.65%249,564CommonSOLE
617446448MSMORGAN STANLEY$7.2M0.64%84,444CommonSOLE
344849104WOOFOOT LOCKER INC$7.1M0.63%263,206CommonSHARED
500255104KSSKOHLS CORP$6.3M0.56%274,564CommonSOLE
56585A102MPCMARATHON PETE CORP$5.8M0.52%50,117CommonSOLE
883203101TXTTEXTRON INC$5.4M0.48%80,189CommonSOLE
146229109CRICARTERS INC$5.3M0.47%72,582CommonSOLE
464287655IWMISHARES TR$4.7M0.42%25,176CommonSOLE
20825C104COPCONOCOPHILLIPS$4.7M0.41%45,072CommonSOLE
719405102PLABPHOTRONICS INC$4.2M0.37%161,371CommonSOLE
608190104MHKMOHAWK INDS INC$4.1M0.37%40,168CommonSOLE
197236102COLBCOLUMBIA BKG SYS INC$4.1M0.36%203,103CommonSOLE
166764100CVXCHEVRON CORP NEW$4.0M0.35%25,386CommonSOLE
097023105BABOEING CO$4.0M0.35%18,821CommonSOLE
26884L109EQTEQT CORP$3.8M0.34%92,034CommonSOLE
880779103TEXTEREX CORP NEW$3.7M0.33%61,785CommonSOLE
680033107ONBOLD NATL BANCORP IND$3.5M0.31%251,949CommonSOLE
055622104BPBP PLC$3.4M0.30%97,301CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CO$3.4M0.30%51,907CommonSOLE
75281A109RRCRANGE RES CORP$3.3M0.29%112,732CommonSOLE
09260D107BXBLACKSTONE INC$3.2M0.28%34,339CommonSOLE
949746101WMT2WELLS FARGO CO NEW$3.2M0.28%74,490CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$3.2M0.28%27,828CommonSOLE
227483104CCRNCROSS CTRY HEALTHCARE INC$3.2M0.28%112,370CommonSOLE
62886E108VYXNCR CORP NEW$2.9M0.26%116,724CommonSOLE
26875P101EOGEOG RES INC$2.9M0.26%25,683CommonSOLE
109641100EATBRINKER INTL INC$2.9M0.26%78,901CommonSOLE
165167735EXECHESAPEAKE ENERGY CORP$2.9M0.25%34,075CommonSOLE
247361702DALDELTA AIR LINES INC DEL$2.7M0.24%57,263CommonSOLE
336433107FSLRFIRST SOLAR INC$2.7M0.24%14,063CommonSOLE
38148G206GOLDMAN SACHS MLP ENERGY REN$2.5M0.22%160,155CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$2.5M0.22%13,805CommonSOLE
845467109SWN1EURSOUTHWESTERN ENERGY CO$2.5M0.22%410,092CommonSOLE
00287Y109ABBVABBVIE INC$2.5M0.22%18,244CommonSOLE
78667J108SG7SAGE THERAPEUTICS INC$2.4M0.21%51,121CommonSOLE
460146103IPINTERNATIONAL PAPER CO$2.4M0.21%75,538CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$2.3M0.21%58,585CommonSOLE
565849106MRO*MARATHON OIL CORP$2.3M0.21%100,698CommonSOLE
G66721104NCLHNORWEGIAN CRUISE LINE HLDG L$2.2M0.20%102,938CommonSOLE
G7S00T104PNRPENTAIR PLC$2.1M0.19%32,911CommonSOLE
78667J108SG7SAGE THERAPEUTICS INC$2.0M0.18%42,800CALLSOLE
09062X103BIIBBIOGEN INC$2.0M0.17%6,889CommonSOLE
78464A870XBISPDR SER TR$1.9M0.17%23,062CommonSOLE
64110D104NTAPNETAPP INC$1.9M0.17%24,947CommonSOLE
921937819BIVVANGUARD BD INDEX FDS$1.9M0.17%25,305CommonSOLE
00162Q452AMLPALPS ETF TR$1.8M0.16%46,619CommonSOLE
00081T108ACCOACCO BRANDS CORP$1.8M0.16%343,709CommonSOLE
58470H101MEDMEDIFAST INC$1.8M0.16%19,378CommonSOLE
607828100MODMODINE MFG CO$1.8M0.16%53,594CommonSOLE
904767704UNILEVER PLC$1.7M0.15%33,509CommonSOLE
92840M102VSTVISTRA CORP$1.7M0.15%65,333CommonSOLE
011532108AGIALAMOS GOLD INC NEW$1.7M0.15%139,046CommonSOLE
922908736VUGVANGUARD INDEX FDS$1.6M0.14%5,756CommonSOLE
037833100AAPLAPPLE INC$1.6M0.14%8,372CommonSOLE
665531307NOGNORTHERN OIL & GAS INC$1.6M0.14%46,791CommonSOLE
319829107FCFFIRST COMWLTH FINL CORP PA$1.5M0.14%121,822CommonSOLE
11777Q209BTGB2GOLD CORP$1.5M0.14%430,862CommonSOLE
4315711089HIHILLENBRAND INC$1.5M0.14%29,951CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$1.5M0.13%83,084CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$1.5M0.13%13,343CommonSOLE
670346105NUENUCOR CORP$1.5M0.13%9,001CommonSOLE
92189F791GDXJVANECK ETF TRUST$1.4M0.12%38,092CommonSOLE
55336V100MPLXMPLX LP$1.4M0.12%40,001CommonSOLE
37045V100GMGENERAL MTRS CO$1.4M0.12%35,186CommonSOLE
87612E106TGTTARGET CORP$1.3M0.12%10,073CommonSOLE
57776J100MXLMAXLINEAR INC$1.3M0.12%42,085CommonSOLE
693718108PCARPACCAR INC$1.3M0.11%15,513CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$1.3M0.11%26,284CommonSOLE
989701107ZIONZIONS BANCORPORATION N A$1.2M0.11%46,440CommonSOLE
493267108KEYKEYCORP$1.2M0.11%133,781CommonSOLE
68404V100OPTINOSE INC$1.2M0.10%947,119CommonSOLE
19459J104COLLCOLLEGIUM PHARMACEUTICAL INC$1.1M0.09%49,651CommonSOLE
747525103QCOMQUALCOMM INC$1.1M0.09%8,920CommonSOLE
03676B102AMANTERO MIDSTREAM CORP$1.0M0.09%90,001CommonSOLE
535919401LGFEURLIONS GATE ENTMNT CORP$1.0M0.09%116,515CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$1.0M0.09%2,224CommonSOLE
457985208IARTINTEGRA LIFESCIENCES HLDGS C$1.0M0.09%24,854CommonSOLE
767204100RIORIO TINTO PLC$984,3970.09%15,420CommonSOLE
464287465EFAISHARES TR$947,7200.08%13,072CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$935,6060.08%15,912CommonSOLE
94987B105XEADXALLSPRING INCOME OPPORTUNIT$925,6940.08%143,519CommonSOLE
431284108HIWHIGHWOODS PPTYS INC$898,8730.08%37,594CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$889,5930.08%14,881CommonSOLE
200340107CMACOMERICA INC$790,5220.07%18,662CommonSOLE
403949100DINOHF SINCLAIR CORP$764,2390.07%17,132CommonSOLE
254543101DIODDIODES INC$753,4240.07%8,146CommonSOLE
78464A698KRESPDR SER TR$695,5800.06%17,036CommonSOLE
464288687PFFISHARES TR$686,4300.06%22,194CommonSOLE
48123V102ZDZIFF DAVIS INC$674,8880.06%9,633CommonSOLE
464287481IWPISHARES TR$666,3600.06%6,896CommonSOLE
258622109DSLDOUBLELINE INCOME SOLUTIONS$651,6210.06%54,713CommonSOLE
969457100WMBWILLIAMS COS INC$586,2910.05%17,968CommonSOLE
464287234EEMISHARES TR$585,5670.05%14,802CommonSOLE
369604301GEGENERAL ELECTRIC CO$549,2500.05%5,000PUTSOLE
693475105PNCPNC FINL SVCS GROUP INC$529,1160.05%4,201CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$517,8100.05%1CommonSOLE
532457108LLYLILLY ELI & CO$515,8780.05%1,100PUTSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$515,0710.05%2,631CommonSOLE
00214Q104ARKKARK ETF TR$485,5400.04%11,000CommonSOLE
92857W308VODVODAFONE GROUP PLC NEW$469,6830.04%49,702CommonSOLE
12653C108CNXCNX RES CORP$429,1960.04%24,221CommonSOLE
02553E106AEOAMERICAN EAGLE OUTFITTERS IN$413,0120.04%35,001CommonSOLE
67103X102OFGOFG BANCORP$411,7510.04%15,788CommonSOLE
22576C101CRESCENT PT ENERGY CORP$410,8530.04%61,048CommonSOLE
46817M107JXNJACKSON FINANCIAL INC$405,8890.04%13,260CommonSOLE
489170100KMTKENNAMETAL INC$402,7410.04%14,186CommonSOLE
46429B598INDAISHARES TR$402,5210.04%9,211CommonSOLE
18482P103CLFDCLEARFIELD INC$372,3130.03%7,863CommonSOLE
921937827BSVVANGUARD BD INDEX FDS$366,8360.03%4,855CommonSOLE
464288281EMBISHARES TR$354,4690.03%4,097CommonSOLE
G29183103ETNEATON CORP PLC$336,0200.03%1,671CommonSOLE
87918A105TDOCTELADOC HEALTH INC$303,8400.03%12,000CommonSOLE
548661107LOWLOWES COS INC$285,0590.03%1,263CommonSOLE
464287648IWOISHARES TR$284,1550.03%1,171CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$245,7210.02%4,441CommonSHARED
27616P103EASTERLY GOVT PPTYS INC$218,8780.02%15,095CommonSOLE
003009107ABRDN ASIA PACIFIC INCOME FU$196,5610.02%72,801CommonSOLE
74347B425SH1USDPROSHARES TR$194,3210.02%14,001CommonSOLE
74347B714PROSHARES TR$190,2600.02%18,000CommonSOLE
369604301GEGENERAL ELECTRIC CO$179,9340.02%1,638CommonSOLE
29273V100ETENERGY TRANSFER L P$168,6430.01%13,279CommonSOLE
438333106HNSTHONEST CO INC$168,0000.01%100,000CALLSOLE
01671P100ALLKGUSDALLAKOS INC$109,0000.01%25,000CommonSOLE
919794107VLYVALLEY NATL BANCORP$98,8820.01%12,759CommonSOLE
04746L104ATHIRA PHARMA INC$98,8280.01%33,501CommonSOLE
438333106HNSTHONEST CO INC$84,0020.01%50,001CommonSOLE
91823B109UWMCUWM HOLDINGS CORPORATION$66,4720.01%11,870CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$42,1120.00%95CommonSOLE

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.