Fund HoldingsEASTERLY INVESTMENT PARTNERS LLC

Total Portfolio Value
$1.39B
Total Bought
$304.33M
Total Sold
$172.49M
Net Transaction
+$131.84M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
SPDR S&P 500 ETF TR(SPY)0372,594+372,5940230,20716.51%+230,207
WELLTOWER INC(WELL)0131,796+131,796020,2611.45%+20,261
VENTAS INC(VTR)0300,724+300,724018,9911.36%+18,991
AMERICAN TOWER CORP NEW(AMT)084,400+84,400018,6541.34%+18,654
AGREE RLTY CORP0230,661+230,661016,8521.21%+16,852
ALPHABET INC(GOOG)069,932+69,932012,3240.88%+12,324
CAPITAL ONE FINL CORP(COF)052,155+52,155011,0960.80%+11,096
PROLOGIS INC.(PLD)0156,558+156,558016,4571.18%+16,457
LULULEMON ATHLETICA INC(LULU)038,745+38,74509,2050.66%+9,205
RANGE RES CORP(RRC)0278,455+278,455011,3250.81%+11,325
UNITED PARCEL SERVICE INC(UPS)062,605+62,60506,3190.45%+6,319
TAIWAN SEMICONDUCTOR MFG LTD(TSM)055,264+55,264012,5170.90%+12,517
SILICON MOTION TECHNOLOGY CO(SIMO)0201,360+201,360015,1361.09%+15,136
JACKSON FINANCIAL INC(JXN)200,479239,982+39,50316,79621,3081.53%+4,512
COLUMBIA BKG SYS INC(COLB)0703,926+703,926016,4581.18%+16,458
DUPONT DE NEMOURS INC(DD)61,348123,711+62,3634,5818,4850.61%+3,904
JPMORGAN CHASE & CO.(JPM)094,696+94,696027,4531.97%+27,453
B2GOLD CORP(BTG)2,195,6102,711,117+515,5076,2579,7870.70%+3,530
NVENT ELECTRIC PLC(NVT)162,407164,307+1,9008,51312,0350.86%+3,522
WESCO INTL INC(WCC)062,012+62,012011,4850.82%+11,485
BP PLC(BP)130,775259,528+128,7534,4197,7680.56%+3,349
KRAFT HEINZ CO(KHC)0127,462+127,46203,2910.24%+3,291
BANK AMERICA CORP0624,898+624,898029,5702.12%+29,570
CITIGROUP INC(C)283,093269,080-14,01320,09722,9041.64%+2,807
JOHNSON CTLS INTL PLC
SHS
097,109+97,109010,2570.74%+10,257
ALLSTATE CORP(ALL)15,54429,447+13,9033,2195,9280.43%+2,709
THERMO FISHER SCIENTIFIC INC(TMO)06,457+6,45702,6180.19%+2,618
CISCO SYS INC(CSCO)396,249388,798-7,45124,45326,9751.93%+2,522
ORACLE CORP(ORCL)032,412+32,41207,0860.51%+7,086
COMMERCIAL METALS CO(CMC)0448,642+448,642021,9431.57%+21,943
ABERCROMBIE & FITCH CO061,909+61,90905,1290.37%+5,129
DELEK US HLDGS INC NEW(DK)0430,702+430,70209,1220.65%+9,122
BRIXMOR PPTY GROUP INC(BRX)310,875402,375+91,5008,25410,4780.75%+2,224
TEXTRON INC(TXT)026,683+26,68302,1420.15%+2,142
UNITEDHEALTH GROUP INC(UNH)06,837+6,83702,1330.15%+2,133
DISNEY WALT CO(DIS)092,043+92,043011,4140.82%+11,414
QUEST DIAGNOSTICS INC(DGX)010,379+10,37901,8640.13%+1,864
LOCKHEED MARTIN CORP(LMT)2,8106,672+3,8621,2553,0900.22%+1,835
DOLLAR TREE INC(DLTR)089,486+89,48608,8630.64%+8,863
UNILEVER PLC(UL)029,079+29,07901,7790.13%+1,779
ASTEC INDS INC094,133+94,13303,9240.28%+3,924
BERKSHIRE HATHAWAY INC DEL1,4705,244+3,7747832,5470.18%+1,764
URBAN OUTFITTERS INC(URBN)0118,190+118,19008,5740.61%+8,574
ASML HOLDING N V
N Y REGISTRY SHS
1,0102,821+1,8116692,2610.16%+1,591
DIGITAL RLTY TR INC(DLR)174,867152,561-22,30625,05726,5961.91%+1,539
ARCHER DANIELS MIDLAND CO026,773+26,77301,4130.10%+1,413
OPEN TEXT CORP(OTEX)0473,654+473,654013,8310.99%+13,831
PVH CORPORATION(PVH)037,313+37,31302,5600.18%+2,560
PACIRA BIOSCIENCES INC(PCRX)112,171170,071+57,9002,7874,0650.29%+1,277
BOEING CO(BA)06,086+6,08601,2750.09%+1,275
AMERICAN EAGLE OUTFITTERS IN83,466232,943+149,4779702,2410.16%+1,271
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
06,700+6,70001,2180.09%+1,218
TARGET CORP(TGT)0134,869+134,869013,3050.95%+13,305
UNION PAC CORP(UNP)015,317+15,31703,5240.25%+3,524
CUMMINS INC(CMI)03,329+3,32901,0900.08%+1,090
MARATHON PETE CORP(MPC)62,56361,386-1,1779,11510,1970.73%+1,082
HUDBAY MINERALS INC(HBM)206,414245,274+38,8601,5672,6020.19%+1,036
PAYPAL HLDGS INC(PYPL)012,500+12,50009290.07%+929
MARVELL TECHNOLOGY INC(MRVL)012,000+12,00009290.07%+929
INMODE LTD(INMD)062,450+62,45009020.06%+902
VISTEON CORP(VC)23,99329,363+5,3701,8622,7400.20%+877
VERTIV HOLDINGS CO(VRT)015,390+15,39001,9760.14%+1,976
BLOOMIN BRANDS INC0752,102+752,10206,4760.46%+6,476
VANECK ETF TRUST
JUNIOR GOLD MINE
86,11285,512-6004,9265,7800.41%+854
CROSS CTRY HEALTHCARE INC065,077+65,07708490.06%+849
MCDONALDS CORP(MCD)012,869+12,86903,7600.27%+3,760
ABRDN ASIA PACIFIC INCOME FU31,23981,739+50,5004901,3010.09%+811
LAS VEGAS SANDS CORP(LVS)54,17166,120+11,9492,0932,8770.21%+784
NUTRIEN LTD(NTR)206,009189,028-16,98110,23211,0090.79%+777
INTERNATIONAL FLAVORS&FRAGRA(IFF)82,14996,830+14,6816,3767,1220.51%+746
ALPHABET INC(GOOG)04,100+4,10007270.05%+727
VANECK ETF TRUST
GOLD MINERS ETF
7,80020,300+12,5003591,0570.08%+698
WHIRLPOOL CORP(WHR)0126,031+126,031012,7820.92%+12,782
F N B CORP(FNB)0863,120+863,120012,5840.90%+12,584
NATIONAL HEALTH INVS INC(NHI)89,047100,702+11,6556,5777,0610.51%+484
INTERNATIONAL PAPER CO(IP)163,103195,576+32,4738,7029,1590.66%+457
EVERSOURCE ENERGY(ES)0202,315+202,315012,8710.92%+12,871
BECTON DICKINSON & CO(BDX)02,454+2,45404230.03%+423
ECOVYST INC(ECVT)0167,866+167,86601,3820.10%+1,382
APA CORPORATION(APA)040,000+40,00007320.05%+732
ADVANCED MICRO DEVICES INC(AMD)27,01022,010-5,0002,7753,1230.22%+348
BLACKSTONE INC(BX)033,951+33,95105,0780.36%+5,078
SUPER MICRO COMPUTER INC(SMCI)20,46020,46007011,0030.07%+302
MICRON TECHNOLOGY INC(MU)45,30534,306-10,9993,9374,2280.30%+292
HAEMONETICS CORP MASS(HAE)30,83129,840-9911,9592,2260.16%+267
VANGUARD INDEX FDS03,633+3,63301,5930.11%+1,593
AGNICO EAGLE MINES LTD(AEM)22,07422,07402,3932,6250.19%+232
TEREX CORP NEW(TEX)33,68632,196-1,4901,2731,5030.11%+231
MODINE MFG CO(MOD)013,019+13,01901,2820.09%+1,282
GE VERNOVA INC(GEV)0409+40902160.02%+216
NCR ATLEOS CORPORATION(NATL)082,675+82,67502,3590.17%+2,359
ATKORE INC049,662+49,66203,5040.25%+3,504
DELTA AIR LINES INC DEL(DAL)025,762+25,76201,2670.09%+1,267
CLEARFIELD INC11,63211,088-5443464810.03%+136
CINEMARK HLDGS INC(CNK)031,908+31,90809630.07%+963
L3HARRIS TECHNOLOGIES INC(LHX)2,6002,60005446520.05%+108
GE AEROSPACE(GE)1,6371,63703284210.03%+94
UWM HOLDINGS CORPORATION(UWMC)166,510242,225+75,7159091,0030.07%+94
DIODES INC(DIOD)013,457+13,45707120.05%+712
NUCOR CORP(NUE)9,0009,00001,0831,1660.08%+83
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