EASTERLY INVESTMENT PARTNERS LLC

CIK
1766150
City
BEVERLY
State / Country
MA

Top Portfolio Positions

146 positions · $1,271,608,419 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
SPY
Spdr S&P 500 Etf Trust
702,594 $456,924,981 35.93%
JPM
Jpmorgan Chase & Co
Financial Services
81,918 $24,096,998 1.90%
RRC
Range Resources Corp
Energy
493,576 $22,299,763 1.75%
JXN
Jackson Financial Inc.
Financial Services
209,364 $22,133,962 1.74%
CMC
COMMERCIAL METALS Co
Industrials
340,720 $20,930,429 1.65%
COLB
Columbia Banking System, Inc.
Financial Services
725,392 $19,897,502 1.56%
ANF
Abercrombie & Fitch Co /De/
Consumer Cyclical
199,141 $18,195,513 1.43%
COP
Conocophillips
Energy
133,062 $17,564,184 1.38%
OTEX
Open Text Corp
Technology
757,196 $16,840,039 1.32%
CLF
Cleveland-Cliffs Inc.
Basic Materials
1,961,390 $16,573,745 1.30%

Portfolio Trend

25 quarters · across all stocks

Holdings in CMC

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Shares Held

Position Value (USD)

19 of 19 shown
Report Date Value (USD) Shares
2026-03-31 $20,930,429 340,720
2025-12-31 $22,207,506 320,825
2025-09-30 $24,831,166 433,505
2025-06-30 $21,943,080 448,642
2025-03-31 $19,521,122 424,280
2024-12-31 $19,641,451 395,997
2024-09-30 $22,316,343 406,047
2024-06-30 $22,293,660 405,413
2024-03-31 $25,611,084 435,785
2023-12-31 $22,028,909 440,226
2023-09-30 $19,855,655 401,855
2023-06-30 $21,008,391 398,944
2023-03-31 $19,561,124 400,023
2022-12-31 $23,906,712 494,963
2022-09-30 $19,460,105 548,481
2022-06-30 $18,482,311 558,378
2022-03-31 $22,278,311 535,279
2021-12-31 $20,902,677 575,990
2021-09-30 $19,743,562 648,180