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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 4 of 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PPC PILGRIMS PRIDE CORP Consumer Defensive 11,812.0 $444K 0.03% -810.0 -6.4% $37.62 -26.7%
62 GLPI GAMING & LEISURE P Real Estate 9,329.0 $414K 0.03% -1K -11.4% $44.37 +4.5%
63 FCX FREEPORT MCMORAN INC Basic Materials 6,664.0 $364K 0.03% -242K -97.3% $54.69 +15.2%
64 VGSH VANGUARD SCOTTSDALE FDS 4,604.0 $270K 0.02% -35.0 -0.8% $58.54 -0.6%
65 ORCL ORACLE CORP Technology 1,680.0 $247K 0.02% -3K -64.1% $147.11 +31.2%
66 UMH UMH PPTYS INC Real Estate 15,925.0 $230K 0.02% -5K -23.7% $14.43 +3.4%
Page 4 of 4  ·  66 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 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%