Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

EASTERLY INVESTMENT PARTNERS LLC

Quarter ended Q1 2024 · Filed May 3, 2024 · Accession 0001214659-24-008303

Total Value
$1.31B
Positions
212
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (212)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR S&P 500 ETF TRSPY245,094$128.2M9.80%
2COMMERCIAL METALS COCMC435,785$25.6M1.96%
3JPMORGAN CHASE & COVYLD122,075$24.5M1.87%
4ELLINGTON FINANCIAL INCEFC-PD1,975,137$23.3M1.78%
5LINCOLN NATL CORP IND534187109674,572$21.5M1.65%
6UDR INCUDR550,048$20.6M1.57%
7PILGRIMS PRIDE CORPPPC570,024$19.6M1.49%
8SILICON MOTION TECHNOLOGY COSIMO246,397$19.0M1.45%
9ACADIA RLTY TR0042391091,066,383$18.1M1.39%
10VIATRIS INCVTRS1,519,138$18.1M1.39%
11WYNDHAM HOTELS & RESORTS INCWH224,962$17.3M1.32%
12SUN CMNTYS INC866674104128,229$16.5M1.26%
13BLOOMIN BRANDS INCBLMN565,398$16.2M1.24%
14AMGEN INCAMGN56,717$16.1M1.23%
15VERIZON COMMUNICATIONS INCVZ378,435$15.9M1.21%
16INTERNATIONAL FLAVORS&FRAGRA459506101179,387$15.4M1.18%
17CISCO SYS INCCSCO300,076$15.0M1.14%
18CNO FINL GROUP INC12621E103541,743$14.9M1.14%
19METLIFE INCMET-PF200,384$14.9M1.13%
20MORGAN STANLEYMS-PQ157,569$14.8M1.13%
21BANK AMERICA CORP060505104385,019$14.6M1.12%
22FMC CORPFMC227,575$14.5M1.11%
23CITIGROUP INCC-PR224,613$14.2M1.09%
24GOLDMAN SACHS GROUP INCGSCE33,631$14.0M1.07%
25DISNEY WALT CO254687106110,394$13.5M1.03%
26PROLOGIS INC.PLDGP103,265$13.4M1.03%
27F N B CORP302520101931,993$13.1M1.00%
28OPEN TEXT CORPOTEX334,221$13.0M0.99%
29ISHARES TR464287226131,350$12.9M0.98%
30JOHNSON & JOHNSONJNJ80,116$12.7M0.97%
31ZIMMER BIOMET HOLDINGS INCZBH95,172$12.6M0.96%
32MARATHON PETE CORPMARA61,258$12.3M0.94%
33INTEL CORPINTC273,586$12.1M0.92%
34MERCK & CO INCMRK90,327$11.9M0.91%
35URBAN OUTFITTERS INCURBN268,704$11.7M0.89%
36CENTENE CORP DELCNC148,609$11.7M0.89%
37TARGET CORPTGT65,685$11.6M0.89%
38CHECK POINT SOFTWARE TECH LTM2246510469,566$11.4M0.87%
39TAIWAN SEMICONDUCTOR MFG LTD87403910081,622$11.1M0.85%
40DELEK US HLDGS INC NEWDK361,005$11.1M0.85%
41DOW INCDOW190,734$11.0M0.84%
42ABM INDS INC000957100244,338$10.9M0.83%
43ENCORE WIRE CORPECR41,303$10.9M0.83%
44MARATHON OIL CORPMARA376,166$10.7M0.81%
45INTEGRA LIFESCIENCES HLDGS CIART300,059$10.6M0.81%
46PHOTRONICS INCPLAB374,900$10.6M0.81%
47EVERSOURCE ENERGYES176,594$10.6M0.81%
48JOHNSON CTLS INTL PLCG51502105158,290$10.3M0.79%
49WESCO INTL INC95082P10558,914$10.1M0.77%
50EQUINIX INCEQIX12,216$10.1M0.77%
51BRIXMOR PPTY GROUP INC11120U105424,568$10.0M0.76%
52SUNCOR ENERGY INC NEWSU269,059$9.9M0.76%
53COTERRA ENERGY INCCTRA344,403$9.6M0.73%
54AMERICOLD REALTY TRUST INCCOLD376,521$9.4M0.72%
55ORACLE CORPORCL-PD72,723$9.1M0.70%
56BIOGEN INCBIIB41,942$9.0M0.69%
57CINEMARK HLDGS INCCNK491,903$8.8M0.68%
58WHIRLPOOL CORPWHR-PA71,919$8.6M0.66%
59ISHARES TR46428724278,690$8.6M0.65%
60INDEPENDENCE RLTY TR INC45378A106528,813$8.5M0.65%
61MICRON TECHNOLOGY INCMU71,633$8.4M0.65%
62BANK AMERICA CORP060505104219,495$8.3M0.64%
633M COMMM76,601$8.1M0.62%
64SENSATA TECHNOLOGIES HLDG PLST220,352$8.1M0.62%
65CISCO SYS INCCSCO157,764$7.9M0.60%
66RETAIL OPPORTUNITY INVTS COR76131N101605,642$7.8M0.59%
67VICI PPTYS INC925652109254,269$7.6M0.58%
68ISHARES TR46428717669,080$7.4M0.57%
69WALMART INCWMT117,239$7.1M0.54%
70CHEVRON CORP NEWCVX44,280$7.0M0.53%
71BJS WHSL CLUB HLDGS INC05550J10190,163$6.8M0.52%
72NVENT ELECTRIC PLCNVT87,857$6.6M0.51%
73KELLANOVABEKE112,625$6.5M0.49%
74EXXON MOBIL CORPXOM55,442$6.4M0.49%
75TERRENO RLTY CORP88146M10196,500$6.4M0.49%
76SUPER MICRO COMPUTER INCSMCI6,266$6.3M0.48%
77AMERICAN INTL GROUP INC02687478480,907$6.3M0.48%
78ALEXANDRIA REAL ESTATE EQ IN01527110948,202$6.2M0.47%
79ARCHER DANIELS MIDLAND COADM98,102$6.2M0.47%
80AMERICAN TOWER CORP NEW03027X10030,921$6.1M0.47%
81COTERRA ENERGY INCCTRA204,262$5.7M0.44%
82DELTA AIR LINES INC DELDAL114,386$5.5M0.42%
83EQUITY LIFESTYLE PPTYS INC29472R10883,581$5.4M0.41%
84ESSEX PPTY TR INC29717810521,986$5.4M0.41%
85KENNEDY-WILSON HOLDINGS INCKW583,622$5.0M0.38%
86VOYA FINANCIAL INCVOYA-PB65,997$4.9M0.37%
87V F CORPVFC309,880$4.8M0.36%
88AMERICAN HOMES 4 RENTAMH-PG126,266$4.6M0.35%
89KILROY RLTY CORP49427F108125,863$4.6M0.35%
90HERSHEY COHSY23,049$4.5M0.34%
91B2GOLD CORPBTG1,717,068$4.5M0.34%
92BLACKSTONE INCBX33,942$4.5M0.34%
93RANGE RES CORPRRC128,595$4.4M0.34%
94DELTA AIR LINES INC DELDAL92,455$4.4M0.34%
95CHESAPEAKE ENERGY CORPEXE48,326$4.3M0.33%
96JACKSON FINANCIAL INCJXN-PA64,199$4.2M0.32%
97EQT CORPEQT111,556$4.1M0.32%
98ALAMOS GOLD INC NEWAGI276,237$4.1M0.31%
99DISNEY WALT CO25468710633,022$4.0M0.31%
100VANGUARD SCOTTSDALE FDS92206C40950,244$3.9M0.30%
101BRINKER INTL INC10964110074,811$3.7M0.28%
102DOLLAR TREE INCDLTR26,262$3.5M0.27%
103ADVANCE AUTO PARTS INCAAP39,242$3.3M0.26%
104ISHARES TR46428765515,000$3.2M0.24%
105OPTINOSE INC68404V1002,038,039$3.0M0.23%
106KENVUE INCKVUE136,835$2.9M0.22%
107REXFORD INDL RLTY INC76169C10057,000$2.9M0.22%
108COLUMBIA BKG SYS INC197236102143,348$2.8M0.21%
109OLD NATL BANCORP IND680033107154,167$2.7M0.21%
110SANOFISNYNF54,681$2.7M0.20%
111VENTAS INCVTR59,149$2.6M0.20%
112WELLS FARGO CO NEW94974610144,309$2.6M0.20%
113TEREX CORP NEWTEX39,428$2.5M0.19%
114VANECK ETF TRUST92189F79164,112$2.5M0.19%
115ADVANCED MICRO DEVICES INCAMD13,675$2.5M0.19%
116HIGHWOODS PPTYS INC43128410893,977$2.5M0.19%
117PACIRA BIOSCIENCES INCPCRX79,321$2.3M0.18%
118INMODE LTDINMD107,010$2.3M0.18%
119ALPS ETF TR00162Q45246,618$2.2M0.17%
120SOUTHWESTERN ENERGY CO845467109290,333$2.2M0.17%
121CRESCENT PT ENERGY CORP22576C101264,255$2.2M0.17%
122HARTFORD FINL SVCS GROUP INCHIG-PG20,894$2.2M0.16%
123SAGE THERAPEUTICS INC78667J108109,602$2.1M0.16%
124KEYCORP493267108128,707$2.0M0.16%
125TRUIST FINL CORP89832Q10951,757$2.0M0.15%
126NORTHERN OIL & GAS INCNOG50,521$2.0M0.15%
127VANGUARD INDEX FDS9229087365,755$2.0M0.15%
128COLLEGIUM PHARMACEUTICAL INCCOLL49,629$1.9M0.15%
129ZIONS BANCORPORATION N A98970110743,914$1.9M0.15%
130QUANTERIX CORPQTRX78,734$1.9M0.14%
131CARTERS INCCRI21,743$1.8M0.14%
132ABBVIE INCABBV10,040$1.8M0.14%
133NUCOR CORPNUE9,000$1.8M0.14%
134NCR ATLEOS CORPORATIONNATL89,977$1.8M0.14%
135PENTAIR PLCPNR20,691$1.8M0.14%
136PHINIA INCPHIN45,940$1.8M0.13%
137NETAPP INCNTAP16,345$1.7M0.13%
138SPDR SER TR78464A87018,061$1.7M0.13%
139PVH CORPORATIONPVH12,070$1.7M0.13%
140FIRST COMWLTH FINL CORP PA319829107121,765$1.7M0.13%
141MODINE MFG CO60782810017,660$1.7M0.13%
142VERIS RESIDENTIAL INCVRE108,515$1.7M0.13%
143INTERNATIONAL FLAVORS&FRAGRA45950610119,111$1.6M0.13%
144CNX RES CORPCNX65,230$1.5M0.12%
145HESS CORPHESM9,749$1.5M0.11%
146JPMORGAN CHASE & COVYLD7,224$1.4M0.11%
147APPLE INCAAPL8,267$1.4M0.11%
148SBA COMMUNICATIONS CORP NEWSBAC6,516$1.4M0.11%
149FREEPORT-MCMORAN INCFCX29,118$1.4M0.10%
150AGNICO EAGLE MINES LTDAEM22,633$1.4M0.10%
151MOHAWK INDS INC60819010410,250$1.3M0.10%
152BERKSHIRE HATHAWAY INC DELBRK-A3,142$1.3M0.10%
153VISTRA CORPVST18,701$1.3M0.10%
154VANGUARD BD INDEX FDS92193781916,692$1.3M0.10%
155ACCO BRANDS CORPACCO224,173$1.3M0.10%
156VERTIV HOLDINGS COVRT15,390$1.3M0.10%
157BARNES GROUP INC06780610933,110$1.2M0.09%
158CHEMOURS COCC43,896$1.2M0.09%
159LOCKHEED MARTIN CORPLMT2,368$1.1M0.08%
160ASTEC INDS INC04622410124,497$1.1M0.08%
161ISHARES TR46428746513,071$1.0M0.08%
162OCCIDENTAL PETE CORP67459910515,800$1.0M0.08%
163UGI CORP NEW90268110540,970$1.0M0.08%
164EXXON MOBIL CORPXOM8,400$976,4160.07%
165EASTERLY GOVT PPTYS INC27616P10384,422$971,6970.07%
166ALLSPRING INCOME OPPORTUNITEAD145,231$964,3360.07%
167HF SINCLAIR CORPDINO15,602$941,8930.07%
168COMERICA INC20034010716,960$932,6300.07%
169AMN HEALTHCARE SVCS INC00174410114,495$906,0820.07%
170PACCAR INCPCAR7,275$901,3000.07%
171PRIMO WATER CORPORATION74167P10847,233$860,1120.07%
172MPLX LPMPLXP20,000$831,2000.06%
173KENNAMETAL INCKMT32,172$802,3700.06%
174ISHARES TR4642874816,895$786,9950.06%
175CROSS CTRY HEALTHCARE INC22748310441,186$771,0020.06%
176MERCK & CO INCMRK5,300$699,3350.05%
177WILLIAMS COS INC96945710016,559$645,3230.05%
178NCR VOYIX CORPORATIONNCRRP49,936$630,6920.05%
179ISHARES TR46428723414,801$608,0250.05%
180HONEST CO INCHNST150,000$607,5000.05%
181ZIFF DAVIS INCZD9,470$596,9890.05%
182DOUBLELINE INCOME SOLUTIONSDSL46,587$591,6550.05%
183OFG BANCORPOFG15,787$581,1190.04%
184DIODES INCDIOD8,111$571,8260.04%
185ANTERO MIDSTREAM CORPAM40,000$562,4000.04%
186PFIZER INCPFE20,113$558,1390.04%
187L3HARRIS TECHNOLOGIES INCLHX2,600$554,0600.04%
188ISHARES TR4642874576,734$550,7070.04%
189ISHARES TR46428868717,076$550,3590.04%
190GENERAL MTRS CO37045V10010,685$484,5650.04%
191ISHARES TR46429B5989,210$475,1440.04%
192MATCH GROUP INC NEWMTCH13,020$472,3660.04%
193ALPHABET INCGOOG2,919$440,5650.03%
194CERUS CORPCERS214,286$405,0010.03%
195BIO RAD LABS INC0905722071,060$366,6220.03%
196PALANTIR TECHNOLOGIES INCPLTR15,000$345,1500.03%
197LOWES COS INC5486611071,262$321,4690.02%
198ISHARES TR4642876481,170$316,8360.02%
199VANGUARD SCOTTSDALE FDS92206C1025,334$309,7450.02%
200CLEARFIELD INCCLFD9,858$304,0210.02%
201GENERAL ELECTRIC CO3696043011,637$287,3430.02%
202PNC FINL SVCS GROUP INC6934751051,700$274,7200.02%
203VANGUARD BD INDEX FDS9219378273,000$230,0100.02%
204ABRDN ASIA PACIFIC INCOME FUABAKF78,200$218,9600.02%
205VANGUARD INDEX FDS922908538917$216,2190.02%
206DISCOVER FINL SVCS2547091081,575$206,4670.02%
207DEERE & CODE490$201,2630.02%
208TELADOC HEALTH INCTDOC12,000$181,2000.01%
209PROSHARES TR74347B42514,000$166,0400.01%
210PROSHARES TRSPOT18,000$157,6800.01%
211ATHIRA PHARMA INC04746L10433,500$91,7900.01%
212ALLAKOS INC01671P10025,000$31,5000.00%