Fund HoldingsEASTERLY INVESTMENT PARTNERS LLC

Total Portfolio Value
$934.25M
Total Bought
$164.69M
Total Sold
$186.99M
Net Transaction
-$22.30M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
FMC CORP(FMC)0209,010+209,010013,1781.41%+13,178
INTEGRA LIFESCIENCES HLDGS C(IART)54,656295,102+240,4462,08712,8521.38%+10,764
UNILEVER PLC(UL)0182,155+182,15508,8310.95%+8,831
CHEVRON CORP NEW(CVX)25,88776,240+50,3534,36511,3721.22%+7,007
DELTA AIR LINES INC DEL(DAL)0200,427+200,42708,0630.86%+8,063
ENCORE WIRE CORP16,99742,769+25,7723,1019,1350.98%+6,034
PHOTRONICS INC(PLAB)335,554406,764+71,2106,78212,7601.37%+5,979
AMGEN INC(AMGN)39,44356,933+17,49010,60116,3981.76%+5,797
BERKSHIRE HATHAWAY INC DEL019,326+19,32606,8930.74%+6,893
TARGET CORP(TGT)041,586+41,58605,9230.63%+5,923
LINCOLN NATL CORP IND(LNC)489,990644,407+154,41712,09817,3801.86%+5,282
JOHNSON & JOHNSON(JNJ)0104,783+104,783016,4241.76%+16,424
JPMORGAN CHASE & CO(JPM)0155,325+155,325026,4212.83%+26,421
EXXON MOBIL CORP084,429+84,42908,4410.90%+8,441
ORGANON & CO(OGN)0271,973+271,97303,9220.42%+3,922
MARCUS CORP DEL38,864300,469+261,6056024,3810.47%+3,778
INTEL CORP(INTC)295,654282,251-13,40310,51114,1831.52%+3,673
BLOOMIN BRANDS INC0555,002+555,002015,6231.67%+15,623
PVH CORPORATION(PVH)0104,571+104,571012,7701.37%+12,770
JOHNSON CTLS INTL PLC
SHS
114,244160,273+46,0296,0799,2380.99%+3,159
DOW INC(DOW)0228,646+228,646012,5391.34%+12,539
OPEN TEXT CORP(OTEX)0328,564+328,564013,8061.48%+13,806
F N B CORP(FNB)0969,310+969,310013,3471.43%+13,347
CITIGROUP INC(C)0228,992+228,992011,7791.26%+11,779
SILICON MOTION TECHNOLOGY CO(SIMO)239,976244,269+4,29312,29914,9661.60%+2,668
CNO FINL GROUP INC662,473658,651-3,82215,72018,3761.97%+2,656
KIMBERLY-CLARK CORP(KMB)020,825+20,82502,5300.27%+2,530
EVERSOURCE ENERGY(ES)038,659+38,65902,3860.26%+2,386
DISNEY WALT CO(DIS)181,742189,126+7,38414,73017,0761.83%+2,346
VERIZON COMMUNICATIONS INC(VZ)0360,221+360,221013,5801.45%+13,580
COMMERCIAL METALS CO(CMC)0440,226+440,226022,0292.36%+22,029
NCR ATLEOS CORPORATION(NATL)082,878+82,87802,0130.22%+2,013
JACKSON FINANCIAL INC(JXN)40,72367,238+26,5151,5563,4430.37%+1,886
COLUMBIA BKG SYS INC(COLB)255,549259,622+4,0735,1886,9270.74%+1,739
MORGAN STANLEY(MS)123,791126,976+3,18510,11011,8411.27%+1,731
ISHARES TR020,495+20,49501,7280.18%+1,728
INMODE LTD(INMD)23,825107,070+83,2457262,3810.25%+1,656
ADVANCE AUTO PARTS INC(AAP)6,35732,425+26,0683561,9790.21%+1,623
FREEPORT-MCMORAN INC(FCX)73,813101,376+27,5632,7524,3160.46%+1,563
PNC FINL SVCS GROUP INC(PNC)4,20112,201+8,0005161,8890.20%+1,374
INTERNATIONAL FLAVORS&FRAGRA(IFF)016,331+16,33101,3220.14%+1,322
TAIWAN SEMICONDUCTOR MFG LTD(TSM)0122,586+122,586012,7491.36%+12,749
PILGRIMS PRIDE CORP(PPC)711,455632,774-78,68116,24317,5031.87%+1,260
KENVUE INC(KVUE)47,84298,268+50,4269612,1160.23%+1,155
B2GOLD CORP(BTG)844,7181,129,295+284,5772,4413,5690.38%+1,127
MICRON TECHNOLOGY INC(MU)074,364+74,36406,3460.68%+6,346
PHINIA INC(PHIN)036,219+36,21901,0970.12%+1,097
BARNES GROUP INC033,130+33,13001,0810.12%+1,081
WESCO INTL INC(WCC)066,799+66,799011,6151.24%+11,615
CHECK POINT SOFTWARE TECH LT
ORD
74,34771,367-2,9809,90910,9041.17%+995
ISHARES TR05,688+5,68809400.10%+940
BRINKER INTL INC(EAT)078,901+78,90103,4070.36%+3,407
ASTEC INDS INC024,511+24,51109120.10%+912
ORACLE CORP(ORCL)075,314+75,31407,9400.85%+7,940
GOLDMAN SACHS GROUP INC(GS)043,672+43,672016,8471.80%+16,847
BLACKSTONE INC(BX)34,34033,941-3993,6794,4440.48%+764
ALAMOS GOLD INC NEW260,922273,652+12,7302,9463,6860.39%+740
AGNICO EAGLE MINES LTD(AEM)013,410+13,41007360.08%+736
URBAN OUTFITTERS INC(URBN)0281,548+281,548010,0481.08%+10,048
PACIRA BIOSCIENCES INC(PCRX)37,85055,444+17,5941,1611,8710.20%+709
ISHARES TR0126,351+126,351012,5401.34%+12,540
KOHLS CORP(KSS)(Call)022,500+22,5000645+645
MERCK & CO INC(MRK)135,906133,240-2,66613,99114,5261.55%+534
EQT CORP(EQT)086,250+86,25003,3340.36%+3,334
METLIFE INC(MET)218,855215,535-3,32013,76814,2531.53%+485
OLD NATL BANCORP IND(ONB)0154,179+154,17902,6040.28%+2,604
TRUIST FINL CORP(TFC)054,677+54,67702,0190.22%+2,019
COLLEGIUM PHARMACEUTICAL INC(COLL)49,65149,65101,1101,5280.16%+419
DOLLAR TREE INC(DLTR)02,940+2,94004180.04%+418
OPTINOSE INC1,257,2351,521,309+264,0741,5461,9620.21%+416
FIRST COMWLTH FINL CORP PA(FCF)0121,822+121,82201,8810.20%+1,881
WELLS FARGO CO NEW(WFC)046,224+46,22402,2750.24%+2,275
ISHARES TR073,691+73,69108,1550.87%+8,155
WYNN RESORTS LTD(WYNN)04,000+4,00003640.04%+364
KEYCORP(KEY)140,781128,781-12,0001,5151,8540.20%+340
QUANTERIX CORP012,092+12,09203310.04%+331
ARGAN INC06,788+6,78803180.03%+318
SOUTHWESTERN ENERGY CO879,844912,701+32,8575,6755,9780.64%+303
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
05,129+5,12902990.03%+299
CRESCENT PT ENERGY CORP61,288113,905+52,6175097890.08%+281
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
0120,245+120,24509,3031.00%+9,303
PACCAR INC(PCAR)20,38820,38801,7331,9910.21%+257
HUMANA INC(HUM)0559+55902560.03%+256
MODINE MFG CO(MOD)017,671+17,67101,0550.11%+1,055
PENTAIR PLC(PNR)031,585+31,58502,2970.25%+2,297
KENNAMETAL INC(KMT)14,22623,006+8,7803545930.06%+239
ZIONS BANCORPORATION N A(ZION)48,44043,940-4,5001,6901,9280.21%+238
MATCH GROUP INC NEW(MTCH)06,501+6,50102370.03%+237
VANECK ETF TRUST
JUNIOR GOLD MINE
40,69240,69201,3121,5430.17%+231
VANGUARD INDEX FDS05,756+5,75601,7890.19%+1,789
HONEST CO INC(Call)100,000100,0000126330+204
VANGUARD INDEX FDS0918+91802020.02%+202
VODAFONE GROUP PLC NEW(VOD)022,961+22,96102000.02%+200
VISTRA CORP(VST)037,856+37,85601,4580.16%+1,458
APPLE INC(AAPL)08,372+8,37201,6120.17%+1,612
ISHARES TR069,081+69,08107,4260.79%+7,426
NUCOR CORP(NUE)09,001+9,00101,5670.17%+1,567
ARK ETF TR
INNOVATION ETF
11,00011,00004365760.06%+140
CARTERS INC(CRI)025,849+25,84901,9360.21%+1,936
HIGHWOODS PPTYS INC(HIW)54,36954,36901,1211,2480.13%+128
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