BullishAgent BullishAgent Filings Market Earnings Ratings IPOs ETFs Insiders
Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

EASTERLY INVESTMENT PARTNERS LLC

· CIK 0001766150
13F Portfolio $1.6B AUM Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 211 New
Page 11 of 11  ·  211 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 ACCO ACCO BRANDS CORP Industrials 70,400.0 $263K 0.02% NEW $3.73 +1.9%
202 VOT VANGUARD INDEX FDS 917.0 $256K 0.02% NEW $279.14 +1.5%
203 SH PROSHARES TR 7,000.0 $252K 0.01% NEW $36.03 -6.6%
204 CUZ COUSINS PPTYS INC Real Estate 9,720.0 $251K 0.01% NEW $25.78 +2.1%
205 SELF GLOBAL SELF STORAGE INC Real Estate 49,061.0 $250K 0.01% NEW $5.10 +4.7%
206 STX SEAGATE TECHNOLOGY HLDNGS Technology 867.0 $239K 0.01% NEW $275.39 +165.8%
207 LAMR LAMAR ADVERTISING CO NEW Real Estate 1,880.0 $238K 0.01% NEW $126.58 +16.3%
208 TMO THERMO FISHER SCIENTIFIC Healthcare 379.0 $220K 0.01% NEW $579.45 -24.2%
209 FIP FTAI INFRASTRUCTURE INC Industrials 38,968.0 $180K 0.01% NEW $4.61 -5.4%
210 MIDCAP FINANCIAL INVSTMNT 12,148.0 $139K 0.01% NEW $11.44
211 CERS CERUS CORP Healthcare 20,229.0 $42K 0.00% NEW $2.06 +17.7%
Page 11 of 11  ·  211 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 44.9%
Real Estate 9.7%
Healthcare 9.7%
Technology 8.6%
Consumer Cyclical 6.1%
Basic Materials 5.6%
Energy 5.2%
Industrials 5.0%
Consumer Defensive 2.5%
Communication Services 1.9%