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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 5 of 11  ·  211 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ZION ZIONS BANCORPORATION N A Financial Services 80,329.0 $4.7M 0.29% NEW $58.54 +3.5%
82 WMT WALMART INC Consumer Defensive 41,390.0 $4.6M 0.28% NEW $111.41 +18.7%
83 BRX BRIXMOR PPTY GROUP INC Real Estate 173,015.0 $4.5M 0.28% NEW $26.22 +13.9%
84 CNR CORE NATURAL RESOURCES INC Energy 51,087.0 $4.5M 0.28% NEW $88.51 -5.2%
85 PVH PVH CORPORATION Consumer Cyclical 66,843.0 $4.5M 0.28% NEW $67.02 +19.8%
86 AKR ACADIA RLTY TR Real Estate 210,290.0 $4.3M 0.27% NEW $20.54 +3.0%
87 EQT EQT CORP Energy 78,533.0 $4.2M 0.26% NEW $53.60 +7.1%
88 BERKSHIRE HATHAWAY INC DEL 8,362.0 $4.2M 0.26% NEW $502.65
89 SBAC SBA COMMUNICATIONS CORP NEW Real Estate 21,400.0 $4.1M 0.25% NEW $193.43 +3.6%
90 MTH MERITAGE HOMES CORP Consumer Cyclical 61,547.0 $4.0M 0.25% NEW $65.80 -7.0%
91 NOG NORTHERN OIL & GAS INC Energy 187,146.0 $4.0M 0.25% NEW $21.47 +15.7%
92 VCSH VANGUARD SCOTTSDALE FDS 50,244.0 $4.0M 0.25% NEW $79.73 -1.2%
93 QTRX QUANTERIX CORP Healthcare 616,681.0 $3.9M 0.24% NEW $6.36 -59.9%
94 AGI ALAMOS GOLD INC NEW Basic Materials 100,657.0 $3.9M 0.24% NEW $38.58 +4.4%
95 PGNY PROGYNY INC Healthcare 146,013.0 $3.7M 0.23% NEW $25.68 -5.2%
96 DELL DELL TECHNOLOGIES INC Technology 29,576.0 $3.7M 0.23% NEW $125.88 +90.8%
97 ACN ACCENTURE PLC IRELAND Technology 13,698.0 $3.7M 0.23% NEW $268.30 -34.9%
98 KHC KRAFT HEINZ CO Consumer Defensive 144,334.0 $3.5M 0.21% NEW $24.25 -5.8%
99 AEM AGNICO EAGLE MINES LTD Basic Materials 20,558.0 $3.5M 0.21% NEW $169.53 +5.4%
100 ALL ALLSTATE CORP Financial Services 16,235.0 $3.4M 0.21% NEW $208.15 +6.1%
Page 5 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%