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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 Q3 2024 · Filed November 1, 2024 · Accession 0001214659-24-018238

Total Value
$1.25B
Positions
211
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (211)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR S&P 500 ETF TRSPY282,594$162.1M13.00%
2JPMORGAN CHASE & CO.VYLD108,794$22.9M1.84%
3COMMERCIAL METALS COCMC406,047$22.3M1.79%
4CNO FINL GROUP INC12621E103609,624$21.4M1.72%
5LINCOLN NATL CORP IND534187109628,329$19.8M1.59%
6AMERICAN HOMES 4 RENTAMH-PG475,214$18.2M1.46%
7VERIZON COMMUNICATIONS INCVZ389,498$17.5M1.40%
8FMC CORPFMC265,209$17.5M1.40%
9OPEN TEXT CORPOTEX509,800$17.0M1.36%
10AMGEN INCAMGN51,948$16.7M1.34%
11WHIRLPOOL CORPWHR-PA151,157$16.2M1.30%
12METLIFE INCMET-PF194,485$16.0M1.29%
13EQUITY LIFESTYLE PPTYS INC29472R108214,233$15.3M1.23%
14VIATRIS INCVTRS1,303,858$15.1M1.21%
15ELLINGTON FINANCIAL INCEFC-PD1,172,473$15.1M1.21%
16CISCO SYS INCCSCO270,856$14.4M1.16%
17JOHNSON & JOHNSONJNJ88,650$14.4M1.15%
18EVERSOURCE ENERGYES206,383$14.0M1.13%
19JOHNSON CTLS INTL PLCG51502105180,010$14.0M1.12%
20BANK AMERICA CORP060505104348,285$13.8M1.11%
21SILICON MOTION TECHNOLOGY COSIMO225,792$13.7M1.10%
22DOW INCDOW249,004$13.6M1.09%
23BANK AMERICA CORP060505104342,612$13.6M1.09%
24CITIGROUP INCC-PR213,404$13.4M1.07%
25ISHARES TR464287226131,350$13.3M1.07%
26COLUMBIA BKG SYS INC197236102502,551$13.1M1.05%
27MERCK & CO INCMRK114,553$13.0M1.04%
28F N B CORP302520101905,662$12.8M1.02%
29ABM INDS INC000957100242,140$12.8M1.02%
30JACKSON FINANCIAL INCJXN-PA136,306$12.4M1.00%
31LAMAR ADVERTISING CO NEWLAMR91,616$12.2M0.98%
32CHECK POINT SOFTWARE TECH LTM2246510461,755$11.9M0.95%
33ORACLE CORPORCL-PD66,729$11.4M0.91%
34QUANTERIX CORPQTRX876,133$11.4M0.91%
35BLOOMIN BRANDS INCBLMN676,157$11.2M0.90%
36INDEPENDENCE RLTY TR INC45378A106543,000$11.1M0.89%
37CENTENE CORP DELCNC144,545$10.9M0.87%
38PILGRIMS PRIDE CORPPPC234,813$10.8M0.87%
39PHOTRONICS INCPLAB411,188$10.2M0.82%
40FOMENTO ECONOMICO MEXICANO S344419106101,123$10.0M0.80%
41URBAN OUTFITTERS INCURBN259,081$9.9M0.80%
42CISCO SYS INCCSCO184,513$9.8M0.79%
43WESCO INTL INC95082P10557,725$9.7M0.78%
44GOLDMAN SACHS GROUP INCGSCE19,221$9.5M0.76%
45SUNCOR ENERGY INC NEWSU254,114$9.4M0.75%
46MARATHON PETE CORPMARA56,995$9.3M0.74%
47DISNEY WALT CO25468710696,321$9.3M0.74%
48ARCHER DANIELS MIDLAND COADM154,450$9.2M0.74%
49DIGITAL RLTY TR INC25386810355,806$9.0M0.72%
50TAIWAN SEMICONDUCTOR MFG LTD87403910051,339$8.9M0.71%
51DELEK US HLDGS INC NEWDK474,727$8.9M0.71%
52ISHARES TR46428724278,690$8.9M0.71%
53SENSATA TECHNOLOGIES HLDG PLST239,878$8.6M0.69%
54COTERRA ENERGY INCCTRA339,003$8.1M0.65%
55WALMART INCWMT97,806$7.9M0.63%
56CHESAPEAKE ENERGY CORPEXE95,941$7.9M0.63%
57ZIMMER BIOMET HOLDINGS INCZBH72,581$7.8M0.63%
58COMCAST CORP NEWCCZ187,031$7.8M0.63%
59ZOOM VIDEO COMMUNICATIONS INZM109,679$7.6M0.61%
60ISHARES TR46428717669,080$7.6M0.61%
61CHEVRON CORP NEWCVX51,271$7.6M0.61%
62TARGET CORPTGT47,661$7.4M0.60%
63FREEPORT-MCMORAN INCFCX147,735$7.4M0.59%
64AMERICAN INTL GROUP INC02687478496,577$7.1M0.57%
65VOYA FINANCIAL INCVOYA-PB84,875$6.7M0.54%
66LULULEMON ATHLETICA INCLULU24,447$6.6M0.53%
67AMERICAN HEALTHCARE REIT INCAHR253,000$6.6M0.53%
68BJS WHSL CLUB HLDGS INC05550J10176,352$6.3M0.50%
69ACADIA RLTY TR004239109265,096$6.2M0.50%
70AMERICOLD REALTY TRUST INCCOLD219,410$6.2M0.50%
71LINEAGE INCLINE77,825$6.1M0.49%
72BRIXMOR PPTY GROUP INC11120U105206,060$5.7M0.46%
73DOLLAR TREE INCDLTR81,588$5.7M0.46%
74NUTRIEN LTDNTR118,957$5.7M0.46%
75NATIONAL HEALTH INVS INC63633D10467,000$5.6M0.45%
76KRAFT HEINZ COKHC157,479$5.5M0.44%
77ALAMOS GOLD INC NEWAGI269,307$5.4M0.43%
78NVENT ELECTRIC PLCNVT75,570$5.3M0.43%
79CINEMARK HLDGS INCCNK188,477$5.2M0.42%
80BLACKSTONE INCBX33,946$5.2M0.42%
81SEALED AIR CORP NEWSE141,627$5.1M0.41%
82B2GOLD CORPBTG1,642,235$5.1M0.41%
83DELEK US HLDGS INC NEWDK269,312$5.0M0.40%
84EQT CORPEQT133,838$4.9M0.39%
85DISCOVER FINL SVCS25470910834,748$4.9M0.39%
86RETAIL OPPORTUNITY INVTS COR76131N101289,654$4.6M0.37%
87BERKSHIRE HATHAWAY INC DELBRK-A9,564$4.4M0.35%
88STARWOOD PPTY TR INCSTHO214,974$4.4M0.35%
89VANGUARD SCOTTSDALE FDS92206C40950,244$4.0M0.32%
90COTERRA ENERGY INCCTRA166,270$4.0M0.32%
91OLD NATL BANCORP IND680033107211,493$3.9M0.32%
92COMERICA INC20034010763,415$3.8M0.30%
93RANGE RES CORPRRC120,559$3.7M0.30%
94HIGHWOODS PPTYS INC431284108110,264$3.7M0.30%
95TEXTRON INCTXT41,305$3.7M0.29%
96VANECK ETF TRUST92189F79172,112$3.5M0.28%
97KENVUE INCKVUE148,991$3.4M0.28%
98ZIONS BANCORPORATION N A98970110769,179$3.3M0.26%
99AMERICOLD REALTY TRUST INCCOLD114,671$3.2M0.26%
100SANOFISNYNF54,410$3.1M0.25%
101EQUINIX INCEQIX3,520$3.1M0.25%
102ARCHER DANIELS MIDLAND COADM50,511$3.0M0.24%
103VEREN INC92340V107452,380$2.8M0.22%
104CLEVELAND-CLIFFS INC NEWCLF216,417$2.8M0.22%
105MARATHON OIL CORPMARA101,257$2.7M0.22%
106TERRENO RLTY CORP88146M10139,806$2.7M0.21%
107DELTA AIR LINES INC DELDAL50,755$2.6M0.21%
108SILA REALTY TRUST INCSILA96,639$2.4M0.20%
109CNX RES CORPCNX73,750$2.4M0.19%
110PROLOGIS INC.PLDGP18,448$2.3M0.19%
111FIRST COMWLTH FINL CORP PA319829107134,700$2.3M0.19%
112ADVANCED MICRO DEVICES INCAMD13,510$2.2M0.18%
113WELLS FARGO CO NEW94974610138,873$2.2M0.18%
114COLLEGIUM PHARMACEUTICAL INCCOLL56,158$2.2M0.17%
115VANGUARD INDEX FDS9229087365,617$2.2M0.17%
116BRINKER INTL INC10964110028,167$2.2M0.17%
117VISTRA CORPVST18,000$2.1M0.17%
118NCR VOYIX CORPORATIONNCRRP154,151$2.1M0.17%
119BOEING COBA-PA13,622$2.1M0.17%
120SOUTHWESTERN ENERGY CO845467109290,223$2.1M0.17%
121INMODE LTDINMD121,589$2.1M0.17%
122NCR ATLEOS CORPORATIONNATL72,210$2.1M0.17%
123PACIRA BIOSCIENCES INCPCRX134,484$2.0M0.16%
124APPLE INCAAPL8,267$1.9M0.15%
125MATCH GROUP INC NEWMTCH49,519$1.9M0.15%
126MODINE MFG CO60782810013,874$1.8M0.15%
127CARTERS INCCRI27,933$1.8M0.15%
128NORTHERN OIL & GAS INCNOG50,601$1.8M0.14%
129MICRON TECHNOLOGY INCMU17,211$1.8M0.14%
130SPDR SER TR78464A87018,061$1.8M0.14%
131AGNICO EAGLE MINES LTDAEM22,092$1.8M0.14%
132INVITATION HOMES INCINVH50,000$1.8M0.14%
133ALPS ETF TR00162Q45236,618$1.7M0.14%
134TEREX CORP NEWTEX32,490$1.7M0.14%
135ADVANCE AUTO PARTS INCAAP43,951$1.7M0.14%
136HARTFORD FINL SVCS GROUP INCHIG-PG14,530$1.7M0.14%
137WELLTOWER INCWELL13,012$1.7M0.13%
138BARNES GROUP INC06780610941,180$1.7M0.13%
139FEDEX CORPFDX6,034$1.7M0.13%
140PHINIA INCPHIN34,790$1.6M0.13%
141OPTINOSE INC68404V1002,359,239$1.6M0.13%
142PREFORMED LINE PRODS CO74044410412,189$1.6M0.13%
143LAS VEGAS SANDS CORPLVS30,437$1.5M0.12%
144VERTIV HOLDINGS COVRT15,390$1.5M0.12%
145JPMORGAN CHASE & CO.VYLD7,225$1.5M0.12%
146UNITED PARCEL SERVICE INCUPS11,076$1.5M0.12%
147UGI CORP NEW90268110559,238$1.5M0.12%
148PVH CORPORATIONPVH14,347$1.4M0.12%
149HF SINCLAIR CORPDINO30,691$1.4M0.11%
150NUCOR CORPNUE9,000$1.4M0.11%
151INTERNATIONAL FLAVORS&FRAGRA45950610112,522$1.3M0.11%
152VANGUARD BD INDEX FDS92193781916,692$1.3M0.10%
153ASTEC INDS INC04622410140,631$1.3M0.10%
154HESS CORPHESM9,303$1.3M0.10%
155ACCO BRANDS CORPACCO222,762$1.2M0.10%
156ABBVIE INCABBV6,165$1.2M0.10%
157CHEMOURS COCC59,831$1.2M0.10%
158DAVE & BUSTERS ENTMT INC23833710934,541$1.2M0.09%
159INTEGRA LIFESCIENCES HLDGS CIART61,454$1.1M0.09%
160LOCKHEED MARTIN CORPLMT1,910$1.1M0.09%
161PRIMO WATER CORPORATION74167P10844,040$1.1M0.09%
162DELL TECHNOLOGIES INCDELL9,000$1.1M0.09%
163ECOVYST INCECVT155,296$1.1M0.09%
164ISHARES TR46428746512,461$1.0M0.08%
165ALLSPRING INCOME OPPORTUNITEAD145,231$1.0M0.08%
166NETAPP INCNTAP8,019$990,4270.08%
167EXXON MOBIL CORPXOM8,400$984,6480.08%
168EXXON MOBIL CORPXOM8,300$972,9290.08%
169DIODES INCDIOD14,412$923,6650.07%
170ZIFF DAVIS INCZD18,890$919,1870.07%
171PENTAIR PLCPNR9,350$914,3370.07%
172OCCIDENTAL PETE CORP67459910515,800$814,3320.07%
173WILLIAMS COS INC96945710016,566$756,2500.06%
174ISHARES TR4642874816,438$755,1130.06%
175OFG BANCORPOFG16,259$730,3540.06%
176INTERNATIONAL FLAVORS&FRAGRA4595061016,908$724,8080.06%
177PACCAR INCPCAR7,275$717,8970.06%
178ISHARES TR46428723414,094$646,3510.05%
179L3HARRIS TECHNOLOGIES INCLHX2,600$618,4620.05%
180DOUBLELINE INCOME SOLUTIONSDSL46,587$604,6990.05%
181MERCK & CO INCMRK5,300$601,8680.05%
182VERIS RESIDENTIAL INCVRE31,949$570,6090.05%
183ISHARES TR46428868717,076$567,4350.05%
184ISHARES TR4642874576,734$559,9320.04%
185PFIZER INCPFE19,300$558,5420.04%
186PALANTIR TECHNOLOGIES INCPLTR15,000$558,0000.04%
187CERUS CORPCERS313,522$545,5280.04%
188ISHARES TR46429B5989,210$539,0610.04%
189HONEST CO INCHNST150,000$535,5000.04%
190ARK ETF TR00214Q10411,000$522,8300.04%
191ALPHABET INCGOOG2,802$464,7290.04%
192GENERAL MTRS CO37045V10010,169$455,9780.04%
193CLEARFIELD INCCLFD11,632$453,1830.04%
194KENNAMETAL INCKMT17,115$443,7920.04%
195LOWES COS INC5486611071,262$341,8130.03%
196ISHARES TR4642876481,170$332,2800.03%
197MORGAN STANLEYMS-PQ3,151$328,4600.03%
198SAGE THERAPEUTICS INC78667J10845,102$325,6360.03%
199VANGUARD SCOTTSDALE FDS92206C1025,514$325,4360.03%
200PNC FINL SVCS GROUP INC6934751051,700$314,2450.03%
201GE AEROSPACE3696043011,637$308,7050.02%
202ABRDN ASIA PACIFIC INCOME FUABAKF16,439$286,0390.02%
203VANGUARD BD INDEX FDS9219378273,000$236,0700.02%
204VANGUARD INDEX FDS922908538917$223,2620.02%
205INTERNATIONAL BUSINESS MACHSINTR1,000$221,0800.02%
206FULGENT GENETICS INCFLGT9,558$207,6950.02%
207DEERE & CODE490$204,4920.02%
208PROSHARES TR74347B42514,000$151,9000.01%
209EASTERLY GOVT PPTYS INC27616P10310,344$140,4720.01%
210ALLAKOS INC01671P10025,000$16,3300.00%
211ATHIRA PHARMA INC04746L10433,500$14,9410.00%