Now live: Pro — the full 13F research suite for serious investorsSee pricing →
← Tracker

Institutional

EASTERLY INVESTMENT PARTNERS LLC

CIK 0001766150
$1.97B
Reported AUM
252
Positions
Q2 2026
Period
2026-07-23
Filed

Editorial summary

Summary for EASTERLY INVESTMENT PARTNERS LLC · Q2 2026 is not yet generated. It will appear here after the next nightly run.

Portfolio · Q2 2026

SPY$591.9MOther$1.08BEL

Top holdings

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1SPYSTATE STR SPDR S&P 500 ETF T$741.691.68%20.62%75.74%$591.9M30.12%HELD
2JPMJPMORGAN CHASE & CO$350.851.78%23.57%148.58%$30.5M1.55%HELD
3STSENSATA TECHNOLOGIES HLDG PL$47.994.33%60.98%-15.12%$30.0M1.53%HELD
4COLBCOLUMBIA BKG SYS INC$31.251.53%41.41%10.69%$28.3M1.44%HELD
5PGNYPROGYNY INC$31.490.38%40.02%-43.64%$27.6M1.41%HELD
6CMCCOMMERCIAL METALS CO$68.410.47%38.84%126.34%$27.5M1.40%HELD
7JXNJACKSON FINANCIAL INC$121.901.20%50.78%494.14%$26.1M1.33%HELD
8CNCCENTENE CORP DEL$60.84-1.59%136.03%-2.90%$25.3M1.29%HELD
9CCITIGROUP INC$132.324.08%47.36%117.15%$24.3M1.24%HELD
10DISDISNEY WALT CO$96.16-2.36%-16.33%-45.30%$24.1M1.23%HELD
11ANFABERCROMBIE & FITCH CO$100.26-2.18%10.10%180.37%$24.1M1.23%HELD
12CLFCLEVELAND-CLIFFS INC NEW$11.632.20%15.61%-50.45%$22.7M1.15%HELD
13EATBRINKER INTL INC$209.862.01%32.03%286.44%$22.4M1.14%HELD
14VCVISTEON CORP$105.06-1.56%-3.80%0.63%$21.8M1.11%HELD
15ASTEASTEC INDS INC$51.400.78%37.05%-10.93%$21.4M1.09%HELD
16TEXTEREX CORP NEW$62.22-3.62%28.70%29.51%$21.3M1.08%HELD
17OTEXOPEN TEXT CORP$25.36-2.01%-7.10%-46.19%$21.2M1.08%HELD
18BACBANK OF AMER CORP$61.731.08%37.29%66.09%$21.2M1.08%HELD
19FLSFLOWSERVE CORP$75.327.69%44.75%118.63%$21.2M1.08%HELD
20RRCRANGE RES CORP$39.55-0.90%12.18%181.90%$21.0M1.07%HELD
21JNJJOHNSON & JOHNSON$255.82-3.66%56.99%69.37%$20.3M1.03%HELD
22CSCOCISCO SYS INC$113.560.96%71.43%119.60%$20.2M1.03%HELD
23TGTTARGET CORP$144.51-0.95%50.65%-32.39%$19.9M1.01%HELD
24METMETLIFE INC$97.070.05%34.94%80.67%$19.2M0.98%HELD
25BMRNBIOMARIN PHARMACEUTICAL INC$60.58-1.29%4.55%-27.81%$18.8M0.96%HELD
26COPCONOCOPHILLIPS$119.030.82%32.57%154.25%$17.6M0.89%HELD
27ELVELEVANCE HEALTH INC FORMERLY$376.400.11%39.92%7.81%$16.8M0.86%HELD
28DKDELEK US HLDGS INC NEW$67.714.30%237.07%369.13%$16.6M0.85%HELD
29LULULULULEMON ATHLETICA INC-38.20%-70.14%$16.5M0.84%HELD
30MSFTMICROSOFT CORP$451.1015.51%-13.24%55.41%$15.2M0.77%HELD
31PLABPHOTRONICS INC$29.585.87%$15.2M0.77%HELD
32ZBHZIMMER BIOMET HOLDINGS INC$94.96-2.25%$13.9M0.71%HELD
33RALRALLIANT CORP$67.000.04%$13.0M0.66%HELD
34AGGISHARES TR$97.620.07%$13.0M0.66%HELD
35PLDPROLOGIS INC.$146.190.49%$12.9M0.66%HELD
36LYFTLYFT INC$15.550.71%$12.5M0.64%HELD
37BTGB2GOLD CORP$3.852.94%$12.4M0.63%HELD
38FNBF N B CORP$18.99-0.05%$10.9M0.56%HELD
39WELLWELLTOWER INC$235.63-2.26%$10.3M0.52%HELD
40FITBFIFTH THIRD BANCORP$56.590.04%$10.1M0.52%HELD
41SNYSANOFI SA$42.89-4.37%$10.0M0.51%HELD
42EQIXEQUINIX INC$1047.533.92%$9.8M0.50%HELD
43ABMABM INDS INC$47.60-3.57%$9.3M0.47%HELD
44AHRAMERICAN HEALTHCARE REIT INC$55.73-3.11%$9.1M0.47%HELD
45LQDISHARES TR$106.410.18%$9.1M0.46%HELD
46GDXJVANECK ETF TRUST$99.044.27%$8.6M0.44%HELD
47PCRXPACIRA BIOSCIENCES INC$26.972.16%$8.6M0.44%HELD
48DALDELTA AIR LINES INC$88.592.71%$8.0M0.41%HELD
49TIPISHARES TR$107.74-0.03%$8.0M0.41%HELD
50MHKMOHAWK INDS INC$119.565.45%$8.0M0.41%HELD
51KFYKORN FERRY$82.11-3.05%$7.8M0.40%HELD
52UNHUNITEDHEALTH GROUP INC$421.470.21%$7.7M0.39%HELD
53DGXQUEST DIAGNOSTICS INC$234.30-0.39%$7.6M0.39%HELD
54GDGENERAL DYNAMICS CORP$382.200.33%$7.3M0.37%HELD
55TRVTRAVELERS COMPANIES INC$375.99-3.35%$6.9M0.35%HELD
56AVTRAVANTOR INC$13.86-3.62%$6.8M0.35%HELD
57UPSUNITED PARCEL SVCS INC$105.270.68%$6.8M0.34%HELD
58HBMHUDBAY MINERALS INC$22.753.50%$6.7M0.34%HELD
59USBUS BANCORP$62.900.13%$6.6M0.34%HELD
60MTHMERITAGE HOMES CORP$70.81-1.12%$6.6M0.33%HELD
61CBCHUBB LIMITED$350.15-3.25%$6.5M0.33%HELD
62DLRDIGITAL RLTY TR INC$193.192.66%$6.3M0.32%HELD
63NTSTNETSTREIT CORP$21.59-1.51%$6.2M0.32%HELD
64CBRECBRE GROUP INC$149.461.14%$6.2M0.32%HELD
65DINDINE BRANDS GLOBAL INC$36.00-1.07%$6.1M0.31%HELD
66CFGCITIZENS FINL GROUP INC$71.730.59%$6.0M0.31%HELD
67ONBOLD NATL BANCORP IND$26.41-1.01%$5.9M0.30%HELD
68FRFIRST INDL RLTY TR INC$65.980.99%$5.8M0.30%HELD
69WCCWESCO INTL INC$342.6710.77%$5.8M0.30%HELD
70CRMSALESFORCE INC$180.71-4.07%$5.8M0.30%HELD
71MDTMEDTRONIC PLC$85.71-2.09%$5.7M0.29%HELD
72KRGKITE REALTY GROUP TRUST$28.940.31%$5.7M0.29%HELD
73DELLDELL TECHNOLOGIES INC$404.819.51%$5.6M0.29%HELD
74SPGSIMON PPTY GROUP INC NEW$230.44-2.19%$5.6M0.29%HELD
75SLBSLB LIMITED$48.91-0.10%$5.6M0.29%HELD
76STZCONSTELLATION BRANDS INC$130.38-1.04%$5.5M0.28%HELD
77BRK/BBERKSHIRE HATHAWAY INC DEL$5.5M0.28%HELD
78OHIOMEGA HEALTHCARE INVS INC$50.40-1.89%$5.5M0.28%HELD
79WMT2WELLS FARGO & CO$5.5M0.28%HELD
80ZIONZIONS BANCORPORATION NATL AS$69.460.78%$5.4M0.27%HELD
81FTVFORTIVE CORP$58.48-1.78%$5.4M0.27%HELD
82AMTAMERICAN TOWER CORP$174.46-2.68%$5.3M0.27%HELD
83SWKSTANLEY BLACK & DECKER INC$95.552.69%$5.2M0.26%HELD
84DOVDOVER CORP$204.063.07%$5.2M0.26%HELD
85EQTEQT CORP$52.710.27%$5.1M0.26%HELD
86PVHPVH CORPORATION$87.01-1.51%$5.0M0.25%HELD
87AEOAMERICAN EAGLE OUTFITTERS IN$17.31-1.31%$4.6M0.23%HELD
88METAMETA PLATFORMS INC$539.03-7.95%$4.4M0.23%HELD
89MOHMOLINA HEALTHCARE INC$194.70-2.17%$4.4M0.22%HELD
90IRMIRON MTN INC DEL$124.643.22%$4.3M0.22%HELD
91AMZNAMAZON COM INC$235.503.90%$4.3M0.22%HELD
92LRNSTRIDE INC$83.07-14.98%$4.2M0.22%HELD
93ASBASSOCIATED BANC-CORP$30.760.13%$4.2M0.21%HELD
94SUISUN CMNTYS INC$124.43-2.74%$4.1M0.21%HELD
95CDPCOPT DEFENSE PROPERTIES$38.350.71%$4.0M0.20%HELD
96MAAMID-AMER APT CMNTYS INC$133.32-2.96%$4.0M0.20%HELD
97VCSHVANGUARD SCOTTSDALE FDS$78.670.08%$4.0M0.20%HELD
98NOGNORTHERN OIL & GAS INC$20.84-0.95%$4.0M0.20%HELD
99REYNREYNOLDS CONSUMER PRODS INC$25.26-1.71%$4.0M0.20%HELD
100BRXBRIXMOR PPTY GROUP INC$31.50-0.51%$3.9M0.20%HELD
101FDXFEDEX CORP$3.9M0.20%HELD
102VNTVONTIER CORPORATION$3.9M0.20%HELD
103BAXBAXTER INTL INC$3.8M0.19%HELD
104AAPLAPPLE INC$3.8M0.19%HELD
105ONON SEMICONDUCTOR CORP$3.8M0.19%HELD
106WATWATERS CORP$3.8M0.19%HELD
107LKQLKQ CORP$3.7M0.19%HELD
108MPCMARATHON PETE CORP$3.7M0.19%HELD
109AMHAMERICAN HOMES 4 RENT$3.6M0.19%HELD
110IFFINTERNATIONAL FLAVORS&FRAGRA$3.6M0.18%HELD
111FLGFLAGSTAR BANK NATIONAL ASSOC$3.5M0.18%HELD
112OMCOMNICOM GROUP INC$3.4M0.17%HELD
113GMGENERAL MTRS CO$3.4M0.17%HELD
114TXNTEXAS INSTRS INC$3.3M0.17%HELD
115HAEHAEMONETICS CORP MASS$3.2M0.17%HELD
116LVSLAS VEGAS SANDS CORP$3.2M0.17%HELD
117DIODDIODES INC$3.2M0.17%HELD
118HIWHIGHWOODS PPTYS INC$3.2M0.16%HELD
119REGNREGENERON PHARMACEUTICALS$3.2M0.16%HELD
120MIDDMIDDLEBY CORP$3.2M0.16%HELD
121LHXL3HARRIS TECHNOLOGIES INC$3.1M0.16%HELD
122NDAQNASDAQ INC$3.0M0.15%HELD
123IVZINVESCO LTD$3.0M0.15%HELD
124HONHONEYWELL INTL INC$2.9M0.15%HELD
125BDXBECTON DICKINSON & CO$2.9M0.15%HELD
126HONAHONEYWELL AEROSPACE INC$2.9M0.15%HELD
127BNOUNITED STS BRENT OIL FD LP$2.8M0.14%HELD
128FISFIDELITY NATL INFORMATION SV$2.8M0.14%HELD
129NKENIKE INC$2.8M0.14%HELD
130CRICARTERS INC$2.7M0.14%HELD
131VICIVICI PPTYS INC$2.7M0.14%HELD
132SSNCSS&C TECH HLDGS$2.7M0.14%HELD
133JLLJONES LANG LASALLE INC$2.7M0.14%HELD
134GOOGALPHABET INC$2.6M0.13%HELD
135WTWWILLIS TOWERS WATSON PLC LTD$2.6M0.13%HELD
136HSICSCHEIN HENRY INC$2.6M0.13%HELD
137UGIUGI CORP NEW$2.5M0.13%HELD
138KVUEKENVUE INC$2.3M0.12%HELD
139EFXEQUIFAX INC$2.3M0.12%HELD
140SUSUNCOR ENERGY INC NEW$2.3M0.12%HELD
141AGIALAMOS GOLD INC$2.2M0.11%HELD
142LMBLIMBACH HLDGS INC$2.2M0.11%HELD
143SPGIS&P GLOBAL INC$2.2M0.11%HELD
144RTXRTX CORPORATION$2.2M0.11%HELD
145GNTXGENTEX CORP$2.1M0.11%HELD
146CTVACORTEVA INC$2.1M0.11%HELD
147SYYSYSCO CORP$2.0M0.10%HELD
148TMOTHERMO FISHER SCIENTIFIC INC$2.0M0.10%HELD
149NUENUCOR CORP$2.0M0.10%HELD
150NVDANVIDIA CORPORATION$2.0M0.10%HELD
151FAXABRDN ASIA PACIFIC INCOME FU$2.0M0.10%HELD
152APTVAPTIV PLC$1.9M0.10%HELD
153LMTLOCKHEED MARTIN CORP$1.9M0.10%HELD
154URBNURBAN OUTFITTERS INC$1.9M0.09%HELD
155ADUSADDUS HOMECARE CORP$1.8M0.09%HELD
156AMLPALPS ETF TR$1.8M0.09%HELD
157CVSCVS HEALTH CORP$1.8M0.09%HELD
158GTESGATES INDL CORP PLC$1.8M0.09%HELD
159ATKRATKORE INC$1.8M0.09%HELD
160LNTHLANTHEUS HLDGS INC$1.8M0.09%HELD
161VUGVANGUARD INDEX FDS$1.7M0.09%HELD
162LUVSOUTHWEST AIRLS CO$1.7M0.09%HELD
163SIMOSILICON MOTION TECHNOLOGY CO$1.7M0.09%HELD
164ECVTECOVYST INC$1.7M0.09%HELD
165VVISA INC$1.6M0.08%HELD
166BAHBOOZ ALLEN HAMILTON HLDG COR$1.6M0.08%HELD
167COLLCOLLEGIUM PHARMACEUTICAL INC$1.6M0.08%HELD
168UWMCUWM HOLDINGS CORPORATION$1.6M0.08%HELD
169KLICKULICKE & SOFFA INDS INC$1.5M0.08%HELD
170UBERUBER TECHNOLOGIES INC$1.5M0.08%HELD
171SOLSSOLSTICE ADVANCED MATLS INC$1.5M0.08%HELD
172ADBEADOBE INC$1.5M0.08%HELD
173ZNGAZOOM COMMUNICATIONS INC$1.5M0.07%HELD
174PEPPEPSICO INC$1.4M0.07%HELD
175PCARPACCAR INC$1.4M0.07%HELD
176CNOCNO FINL GROUP INC$1.4M0.07%HELD
177CENTACENTRAL GARDEN & PET CO$1.4M0.07%HELD
178AEBIAEBI SCHMIDT HLDG AG$1.3M0.07%HELD
179XBISPDR SERIES TRUST$1.3M0.07%HELD
180FCFFIRST COMWLTH FINL CORP PA$1.3M0.07%HELD
181DOCUDOCUSIGN INC$1.3M0.06%HELD
182INMDINMODE LTD$1.3M0.06%HELD
183FAFIRST ADVANTAGE CORP NEW$1.2M0.06%HELD
184HIGHARTFORD INSURANCE GROUP INC$1.2M0.06%HELD
185BLBDBLUE BIRD CORP$1.2M0.06%HELD
186ASMLASML HLDG NV$1.2M0.06%HELD
187PFEPFIZER INC$1.2M0.06%HELD
188LNCLINCOLN NATL CORP IND$1.1M0.06%HELD
189GSGOLDMAN SACHS GROUP INC$1.1M0.06%HELD
190MLRMILLER INDS INC TENN$1.1M0.06%HELD
191CWKCUSHMAN AND WAKEFIELD LTD$1.1M0.06%HELD
192TNCTENNANT CO$1.1M0.05%HELD
193XEADXALLSPRING INCOME OPPORTUNIT$1.0M0.05%HELD
194FHBFIRST HAWAIIAN INC$1.0M0.05%HELD
195AEMAGNICO EAGLE MINES LTD$1.0M0.05%HELD
196SMCISUPER MICRO COMPUTER INC$1.0M0.05%HELD
197SFMSPROUTS FMRS MKT INC$996K0.05%HELD
198HOMBHOME BANCSHARES INC$971K0.05%HELD
199AKAMAKAMAI TECHNOLOGIES INC$950K0.05%HELD
200PBHPRESTIGE CONSMR HEALTHCARE I$870K0.04%HELD
201PBPROSPERITY BANCSHARES INC$803K0.04%HELD
202EFAISHARES TR$788K0.04%HELD
203AGCOAGCO CORP$778K0.04%HELD
204OXYOCCIDENTAL PETE CORP$767K0.04%HELD
205NOVNOV INC$761K0.04%HELD
206PLOWDOUGLAS DYNAMICS INC$728K0.04%HELD
207EPACENERPAC TOOL GROUP CORP$710K0.04%HELD
208BRCBRADY CORP$687K0.03%HELD
209MRKMERCK & CO INC$681K0.03%HELD
210BIVVANGUARD BD INDEX FDS$679K0.03%HELD
211CRMDCORMEDIX INC$654K0.03%HELD
212NATLNCR ATLEOS CORPORATION$639K0.03%HELD
213GTMZOOMINFO TECHNOLOGIES INC$630K0.03%HELD
214GEGE AEROSPACE$612K0.03%HELD
215HDHOME DEPOT INC$600K0.03%HELD
216EEMISHARES TR$585K0.03%HELD
217NHPNATIONAL HEALTHCARE PPTYS IN$565K0.03%HELD
218SHYISHARES TR$553K0.03%HELD
219CNXCNX RES CORP$539K0.03%HELD
220VSHVISHAY INTERTECHNOLOGY INC$538K0.03%HELD
221LAMRLAMAR ADVERTISING CO$507K0.03%HELD
222DSLDOUBLELINE INCOME SOLUTIONS$494K0.03%HELD
223GEVGE VERNOVA INC$481K0.02%HELD
224IWPISHARES TR$474K0.02%HELD
225PPCPILGRIMS PRIDE CORP$467K0.02%HELD
226TKRTIMKEN CO$436K0.02%HELD
227SKTTANGER INC$423K0.02%HELD
228PINSPINTEREST INC$421K0.02%HELD
229FCXFREEPORT MCMORAN INC$419K0.02%HELD
230PNCPNC FINL SVCS GROUP INC$419K0.02%HELD
231CTSHCOGNIZANT TECHNOLOGY SOLUTIO$392K0.02%HELD
232INDAISHARES TR$390K0.02%HELD
233FDXFFEDEX FGHT HLDG CO INC$378K0.02%HELD
234LYBLYONDELLBASELL INDUSTRIES NV$369K0.02%HELD
235IWDISHARES TR$360K0.02%HELD
236PFFISHARES TR$360K0.02%HELD
237SOCSABLE OFFSHORE CORP$339K0.02%HELD
238WHRWHIRLPOOL CORP$315K0.02%HELD
239VTRVENTAS INC$303K0.02%HELD
240CTRECARETRUST REIT INC$298K0.02%HELD
241ACCOACCO BRANDS CORP$293K0.01%HELD
242IBMINTERNATIONAL BUSINESS MACHS$281K0.01%HELD
243VOTVANGUARD INDEX FDS$281K0.01%HELD
244GLPIGAMING & LEISURE P$271K0.01%HELD
245VGSHVANGUARD SCOTTSDALE FDS$268K0.01%HELD
246HSTHOST HOTELS & RESORTS INC$262K0.01%HELD
247PECOPHILLIPS EDISON & CO INC$259K0.01%HELD
248ORCLORACLE CORP$246K0.01%HELD
249SHPROSHARES TR$231K0.01%HELD
250CUZCOUSINS PPTYS INC$222K0.01%HELD
251APLDAPPLIED DIGITAL CORP$216K0.01%HELD
252VIOGVANGUARD ADMIRAL FDS INC$207K0.01%HELD

Source: SEC EDGAR · accession 0001214659-26-008851. 13F discloses long positions only — shorts, foreign equities, and options are excluded.