Fund HoldingsEASTERLY INVESTMENT PARTNERS LLC

Total Portfolio Value
$1.63B
Total Bought
$345.34M
Total Sold
$223.21M
Net Transaction
+$122.14M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SPDR S&P 500 ETF TR(SPY)477,594662,594+185,000318,164451,83627.73%+133,673
AMERICAN HEALTHCARE REIT(AHR)0390,128+390,128018,3591.13%+18,359
BRINKER INTL INC(EAT)080,593+80,593011,5670.71%+11,567
WELLTOWER INC(WELL)092,403+92,403017,1511.05%+17,151
NETSTREIT CORP(NTST)0534,113+534,11309,4220.58%+9,422
REGAL REXNORD CORPORATION(RRX)9,19675,354+66,1581,31910,5740.65%+9,255
BECTON DICKINSON & CO(BDX)14,76953,783+39,0142,76410,4380.64%+7,673
LABCORP HOLDINGS INC(LH)030,268+30,26807,5940.47%+7,594
ABERCROMBIE & FITCH CO179,574180,977+1,40315,36322,7801.40%+7,417
BIOMARIN PHARMACEUTICAL INC(BMRN)0123,044+123,04407,3130.45%+7,313
ELEVANCE HEALTH INC(ELV)27,11243,110+15,9988,76015,1120.93%+6,352
IRON MTN INC DEL(IRM)073,516+73,51606,0980.37%+6,098
KIMBERLY-CLARK CORP(KMB)059,822+59,82206,0350.37%+6,035
LOWES COS INC(LOW)023,008+23,00805,5490.34%+5,549
PAYPAL HLDGS INC(PYPL)0100,651+100,65105,8760.36%+5,876
FREEPORT-MCMORAN INC(FCX)0249,067+249,067012,6500.78%+12,650
COPT DEFENSE PROPERTIES(CDP)117,999299,934+181,9353,4298,3380.51%+4,909
VIATRIS INC(VTRS)01,139,755+1,139,755014,1900.87%+14,190
CORE NATURAL RESOURCES INC(CNR)051,087+51,08704,5220.28%+4,522
MOLINA HEALTHCARE INC(MOH)11,61838,082+26,4642,2236,6090.41%+4,386
BANK AMERICA CORP0610,028+610,028033,5522.06%+33,552
SBA COMMUNICATIONS CORP NEW(SBAC)021,400+21,40004,1390.25%+4,139
ASTEC INDS INC89,321192,030+102,7094,2998,3190.51%+4,020
COLUMBIA BKG SYS INC(COLB)644,818713,206+68,38816,59819,9341.22%+3,336
PHOTRONICS INC(PLAB)451,132422,671-28,46110,35313,5250.83%+3,172
VERIZON COMMUNICATIONS INC(VZ)0424,414+424,414017,2861.06%+17,286
BLUE OWL CAPITAL INC(OBDC)0206,673+206,67303,0880.19%+3,088
LAMB WESTON HLDGS INC(LW)073,316+73,31603,0710.19%+3,071
HONEYWELL INTL INC(HON)15,79332,151+16,3583,3246,2720.38%+2,948
PROGYNY INC49,101146,013+96,9121,0573,7500.23%+2,693
UNIFIRST CORP MASS(UNF)013,125+13,12502,5320.16%+2,532
ISHARES TR022,245+22,24502,2810.14%+2,281
SABLE OFFSHORE CORP0232,000+232,00002,0930.13%+2,093
CONOCOPHILLIPS(COP)129,033150,011+20,97812,20514,0430.86%+1,837
CISCO SYS INC(CSCO)0338,093+338,093026,0431.60%+26,043
CENTENE CORP DEL(CNC)456,042436,534-19,50816,27217,9631.10%+1,692
UNITED PARCEL SERVICE INC(UPS)119,543117,272-2,2719,98511,6320.71%+1,647
STRIDE INC(LRN)024,823+24,82301,6120.10%+1,612
AMERICAN EAGLE OUTFITTERS300,969251,235-49,7345,1506,6250.41%+1,475
ZIONS BANCORPORATION N A(ZION)080,329+80,32904,7020.29%+4,702
OLD NATL BANCORP IND(ONB)222,119282,948+60,8294,8766,3130.39%+1,437
ADOBE INC(ADBE)11,62615,779+4,1534,1015,5220.34%+1,421
PVH CORPORATION(PVH)37,33366,843+29,5103,1274,4800.27%+1,352
HUDBAY MINERALS INC(HBM)286,865283,865-3,0004,3495,6350.35%+1,286
ASSOCIATED BANC CORP045,991+45,99101,1850.07%+1,185
CLEVELAND-CLIFFS INC NEW(CLF)1,629,7651,585,056-44,70919,88321,0501.29%+1,166
SPDR SERIES TRUST
ST STR SP BIOT
08,536+8,53601,0410.06%+1,041
LULULEMON ATHLETICA INC(LULU)57,10453,684-3,42010,16111,1560.68%+996
AKAMAI TECHNOLOGIES INC(AKAM)100,47898,536-1,9427,6128,5970.53%+985
HAEMONETICS CORP MASS(HAE)029,690+29,69002,3800.15%+2,380
UGI CORP NEW(UGI)071,503+71,50302,6760.16%+2,676
NVENT ELECTRIC PLC(NVT)092,323+92,32309,4140.58%+9,414
PFIZER INC(PFE)89,318125,428+36,1102,2763,1230.19%+847
F N B CORP(FNB)850,845849,155-1,69013,70714,5210.89%+813
VICI PPTYS INC(VICI)390,000478,516+88,51612,71813,4560.83%+738
TARGET CORP(TGT)166,184160,014-6,17014,90715,6410.96%+735
FIRST INDL RLTY TR INC(FR)011,880+11,88006800.04%+680
CITIGROUP INC(C)0194,761+194,761022,7271.39%+22,727
WHIRLPOOL CORP(WHR)184,622210,118+25,49614,51115,1580.93%+647
VENTAS INC(VTR)07,913+7,91306120.04%+612
CONSTELLATION BRANDS INC(STZ)5,4299,647+4,2187311,3310.08%+600
CNO FINL GROUP INC0415,537+415,537017,6481.08%+17,648
LXP INDUSTRIAL TRUST(LXP)011,218+11,21805560.03%+556
LINCOLN NATL CORP IND(LNC)517,898481,284-36,61420,88721,4321.32%+545
NORTHERN OIL & GAS INC(NOG)141,010187,146+46,1363,4974,0180.25%+521
JACKSON FINANCIAL INC(JXN)221,191214,578-6,61322,39122,8851.40%+494
FIFTH THIRD BANCORP(FITB)010,251+10,25104800.03%+480
GAMING & LEISURE PPTYS INC(GLPI)010,530+10,53004710.03%+471
AMKOR TECHNOLOGY INC21,04927,049+6,0005981,0680.07%+470
MID-AMER APT CMNTYS INC(MAA)03,199+3,19904440.03%+444
BERKSHIRE HATHAWAY INC DEL7,4988,362+8643,7704,2030.26%+434
KITE RLTY GROUP TR(KRG)017,372+17,37204160.03%+416
UTZ BRANDS INC037,675+37,67503910.02%+391
REGENERON PHARMACEUTICALS(REGN)1,7381,769+319771,3650.08%+388
UMH PPTYS INC(UMH)020,875+20,87503320.02%+332
TAIWAN SEMICONDUCTOR MFG(TSM)040,828+40,828012,4070.76%+12,407
DELTA AIR LINES INC DEL(DAL)25,76225,737-251,4621,7860.11%+324
THE CAMPBELLS COMPANY(CPB)011,479+11,47903200.02%+320
AMGEN INC(AMGN)51,60545,448-6,15714,56314,8760.91%+313
INVITATION HOMES INC(INVH)010,722+10,72202980.02%+298
ATKORE INC027,113+27,11301,7150.11%+1,715
PROSHARES TR
SHOR S&P 500 NEW
07,000+7,00002520.02%+252
COUSINS PPTYS INC(CUZ)09,720+9,72002510.02%+251
GLOBAL SELF STORAGE INC049,061+49,06102500.02%+250
NUCOR CORP(NUE)09,000+9,00001,4680.09%+1,468
MICRON TECHNOLOGY INC(MU)02,037+2,03705810.04%+581
THERMO FISHER SCIENTIFIC(TMO)0379+37902200.01%+220
ACCENTURE PLC IRELAND
SHS CLASS A
14,04213,698-3443,4633,6750.23%+212
FLAGSTAR BANK NATIONAL(FLG)0106,254+106,25401,3380.08%+1,338
ZOOMINFO TECHNOLOGIES INC(GTM)128,415155,400+26,9851,4011,5800.10%+179
VERTIV HOLDINGS CO(VRT)15,39015,39002,3222,4930.15%+172
ABRDN ASIA PACIFIC INCOME097,921+97,92101,5020.09%+1,502
ECOVYST INC(ECVT)0167,976+167,97601,6340.10%+1,634
APPLE INC(AAPL)8,2678,268+12,1052,2480.14%+142
FTAI INFRASTRUCTURE INC038,968+38,96801800.01%+180
PACCAR INC(PCAR)011,575+11,57501,2680.08%+1,268
COTERRA ENERGY INC045,000+45,00001,1840.07%+1,184
KENVUE INC(KVUE)0102,250+102,25001,7640.11%+1,764
PACIRA BIOSCIENCES INC(PCRX)249,109251,854+2,7456,4206,5180.40%+98
AVANOS MED INC(AVNS)075,131+75,13108440.05%+844
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