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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 8 of 9  ·  166 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 EEM ISHARES TR 8,558.0 $486K 0.04% -850.0 -9.0% $56.79 +15.5%
142 GE GE AEROSPACE Industrials 1,637.0 $465K 0.04% $283.77 -0.1%
143 PYPL PAYPAL HLDGS INC Financial Services 10,000.0 $447K 0.03% -91K -90.1% $44.67 -0.2%
144 PPC PILGRIMS PRIDE CORP Consumer Defensive 11,812.0 $444K 0.03% -810.0 -6.4% $37.62 -26.3%
145 DSL DOUBLELINE INCOME SOLUTIONS Financial Services 38,427.0 $416K 0.03% $10.83 -0.8%
146 GLPI GAMING & LEISURE P Real Estate 9,329.0 $414K 0.03% -1K -11.4% $44.37 +5.1%
147 INDA ISHARES TR 8,210.0 $385K 0.03% $46.84 +2.2%
148 PINS PINTEREST INC Communication Services 20,000.0 $367K 0.03% NEW $18.34 +6.6%
149 FCX FREEPORT MCMORAN INC Basic Materials 6,664.0 $364K 0.03% -242K -97.3% $54.69 +14.3%
150 PFF ISHARES TR 11,791.0 $358K 0.03% $30.32 +2.9%
151 GEV GE VERNOVA INC Utilities 409.0 $357K 0.03% $872.90 +18.2%
152 LAMR LAMAR ADVERTISING CO Real Estate 2,796.0 $354K 0.03% +916.0 +48.7% $126.66 +15.5%
153 PNC PNC FINL SVCS GROUP INC Financial Services 1,700.0 $354K 0.03% $208.09 +2.7%
154 IWP ISHARES TR 2,660.0 $341K 0.03% $128.12 +6.2%
155 CTRE CARETRUST REIT INC Real Estate 9,239.0 $339K 0.03% NEW $36.65 +13.5%
156 IWD ISHARES TR 1,484.0 $317K 0.02% $213.67 +8.8%
157 PECO PHILLIPS EDISON & CO INC Real Estate 7,964.0 $298K 0.02% NEW $37.42 +6.2%
158 VGSH VANGUARD SCOTTSDALE FDS 4,604.0 $270K 0.02% -35.0 -0.8% $58.54 -0.5%
159 SH PROSHARES TR 7,000.0 $266K 0.02% $37.93 -11.4%
160 ORCL ORACLE CORP Technology 1,680.0 $247K 0.02% -3K -64.1% $147.11 +27.9%
Page 8 of 9  ·  166 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%