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 DSL

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Shares Held

Position Value (USD)

17 of 17 shown
Report Date Value (USD) Shares
2026-03-31 $416,164 38,427
2025-12-31 $433,072 38,427
2025-09-30 $492,759 40,127
2025-06-30 $491,154 40,127
2025-03-31 $506,001 40,127
2024-12-31 $585,598 46,587
2024-09-30 $604,699 46,587
2024-06-30 $583,269 46,587
2024-03-31 $591,654 46,587
2023-12-31 $504,141 41,188
2023-09-30 $641,236 54,713
2023-06-30 $651,631 54,713
2023-03-31 $622,086 54,713
2022-12-31 $606,767 54,713
2022-09-30 $921,369 85,312
2022-06-30 $1,073,650 88,512
2021-12-31 $1,426,813 88,512