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Portfolio (Quarterly) Guide ↗

EASTERLY INVESTMENT PARTNERS LLC

· CIK 0001766150
13F Portfolio $1.3B AUM 166 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 19 New 47 Added 66 Reduced 64 Exited
Page 3 of 4  ·  64 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 NSA NATIONAL STORAGE AFFILIATES Real Estate 37,993 $1.1M 0.07% SOLD
42 AMKR AMKOR TECHNOLOGY INC Technology 27,049 $1.1M 0.07% SOLD
43 BLMN BLOOMIN BRANDS INC Consumer Cyclical 168,940 $1.0M 0.06% SOLD
44 MOD MODINE MFG CO Consumer Cyclical 7,510 $1.0M 0.06% SOLD
45 XOM EXXON MOBIL CORP Energy 8,301 $999K 0.06% SOLD
46 WMB WILLIAMS COS INC Energy 16,330 $982K 0.06% SOLD
47 AVNS AVANOS MED INC Healthcare 75,131 $844K 0.05% SOLD
48 ADC AGREE RLTY CORP Real Estate 11,122 $801K 0.05% SOLD
49 GDX VANECK ETF TRUST 7,800 $669K 0.04% SOLD
50 IRT INDEPENDENCE RLTY TR INC Real Estate 36,509 $638K 0.04% SOLD
51 GOOGL ALPHABET INC Communication Services 1,863 $583K 0.04% SOLD
52 MU MICRON TECHNOLOGY INC Technology 2,037 $581K 0.04% SOLD
53 MS MORGAN STANLEY Financial Services 3,151 $559K 0.03% SOLD
54 PK PARK HOTELS & RESORTS INC Real Estate 45,121 $472K 0.03% SOLD
55 UTZ UTZ BRANDS INC Consumer Defensive 37,675 $391K 0.02% SOLD
56 PRMB PRIMO BRANDS CORPORATION Consumer Defensive 22,763 $372K 0.02% SOLD
57 CPB THE CAMPBELLS COMPANY Consumer Defensive 11,479 $320K 0.02% SOLD
58 INVH INVITATION HOMES INC Real Estate 10,722 $298K 0.02% SOLD
59 SELF GLOBAL SELF STORAGE INC Real Estate 49,061 $250K 0.01% SOLD
60 STX SEAGATE TECHNOLOGY HLDNGS Technology 867 $239K 0.01% SOLD
Page 3 of 4  ·  64 positions
Sector Allocation
Financial Services 47.4%
Real Estate 11.3%
Healthcare 8.5%
Technology 8.4%
Energy 6.6%
Consumer Cyclical 6.2%
Basic Materials 5.2%
Industrials 3.2%
Consumer Defensive 1.8%
Communication Services 1.2%