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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 Q1 2025 · Filed May 2, 2025 · Accession 0001214659-25-006854

Total Value
$1.20B
Positions
193
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (193)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR S&P 500 ETF TRSPY267,594$149.7M12.46%
2EQUINIX INCEQIX32,060$26.1M2.18%
3DIGITAL RLTY TR INC253868103174,867$25.1M2.09%
4JPMORGAN CHASE & CO.VYLD89,727$22.0M1.83%
5LINCOLN NATL CORP IND534187109586,941$21.1M1.75%
6CNO FINL GROUP INC12621E103483,735$20.1M1.68%
7COMMERCIAL METALS COCMC424,280$19.5M1.62%
8JOHNSON & JOHNSONJNJ117,025$19.4M1.62%
9LAMAR ADVERTISING CO NEWLAMR158,733$18.1M1.50%
10VERIZON COMMUNICATIONS INCVZ385,336$17.5M1.45%
11AMGEN INCAMGN54,716$17.0M1.42%
12JACKSON FINANCIAL INCJXN-PA200,479$16.8M1.40%
13FMC CORPFMC379,824$16.0M1.33%
14CITIGROUP INCC-PR224,729$16.0M1.33%
15CENTENE CORP DELCNC249,696$15.2M1.26%
16METLIFE INCMET-PF176,194$14.1M1.18%
17CLEVELAND-CLIFFS INC NEWCLF1,715,794$14.1M1.17%
18CISCO SYS INCCSCO227,018$14.0M1.17%
19CONOCOPHILLIPSCOP132,334$13.9M1.16%
20AMERICOLD REALTY TRUST INCCOLD633,812$13.6M1.13%
21AMERICAN HOMES 4 RENTAMH-PG353,220$13.4M1.11%
22BANK AMERICA CORP060505104317,796$13.3M1.10%
23BANK AMERICA CORP060505104312,714$13.0M1.09%
24INDEPENDENCE RLTY TR INC45378A106613,867$13.0M1.08%
25ISHARES TR464287226131,350$13.0M1.08%
26EQUITY LIFESTYLE PPTYS INC29472R108192,146$12.8M1.07%
27OPEN TEXT CORPOTEX494,372$12.5M1.04%
28EVERSOURCE ENERGYES200,382$12.4M1.04%
29COLUMBIA BKG SYS INC197236102493,420$12.3M1.02%
30WHIRLPOOL CORPWHR-PA135,830$12.2M1.02%
31F N B CORP302520101895,763$12.0M1.00%
32MERCK & CO INCMRK134,043$12.0M1.00%
33VIATRIS INCVTRS1,369,559$11.9M0.99%
34SUNCOR ENERGY INC NEWSU286,657$11.1M0.92%
35GOLDMAN SACHS GROUP INCGSCE20,090$11.0M0.91%
36ACADIA RLTY TR004239109521,453$10.9M0.91%
37SILICON MOTION TECHNOLOGY COSIMO208,556$10.5M0.88%
38CISCO SYS INCCSCO169,231$10.4M0.87%
39NUTRIEN LTDNTR206,009$10.2M0.85%
40PHOTRONICS INCPLAB475,488$9.9M0.82%
41COTERRA ENERGY INCCTRA340,479$9.8M0.82%
42DISNEY WALT CO25468710694,573$9.3M0.78%
43MARATHON PETE CORPMARA62,563$9.1M0.76%
44DELL TECHNOLOGIES INCDELL95,675$8.7M0.73%
45INTERNATIONAL PAPER CO460146103163,103$8.7M0.72%
46QUANTERIX CORPQTRX1,325,620$8.6M0.72%
47ISHARES TR46428724278,690$8.6M0.71%
48NVENT ELECTRIC PLCNVT162,407$8.5M0.71%
49PILGRIMS PRIDE CORPPPC153,257$8.4M0.70%
50BRIXMOR PPTY GROUP INC11120U105310,875$8.3M0.69%
51TARGET CORPTGT78,020$8.1M0.68%
52WESCO INTL INC95082P10552,062$8.1M0.67%
53PROLOGIS INC.PLDGP70,104$7.8M0.65%
54DISCOVER FINL SVCS25470910845,323$7.7M0.64%
55ISHARES TR46428717669,080$7.7M0.64%
56TAIWAN SEMICONDUCTOR MFG LTD87403910046,103$7.7M0.64%
57AMERICAN HEALTHCARE REIT INCAHR249,653$7.6M0.63%
58ZIMMER BIOMET HOLDINGS INCZBH66,505$7.5M0.63%
59JOHNSON CTLS INTL PLCG5150210593,514$7.5M0.62%
60FREEPORT-MCMORAN INCFCX194,019$7.3M0.61%
61CHEVRON CORP NEWCVX43,677$7.3M0.61%
62ORGANON & COOGN486,623$7.2M0.60%
63DOLLAR TREE INCDLTR94,327$7.1M0.59%
64AMERICAN INTL GROUP INC02687478481,001$7.0M0.59%
65DELEK US HLDGS INC NEWDK457,616$6.9M0.57%
66URBAN OUTFITTERS INCURBN131,302$6.9M0.57%
67SENSATA TECHNOLOGIES HLDG PLST278,467$6.8M0.56%
68DOW INCDOW188,973$6.6M0.55%
69NATIONAL HEALTH INVS INC63633D10489,047$6.6M0.55%
70INTERNATIONAL FLAVORS&FRAGRA45950610182,149$6.4M0.53%
71B2GOLD CORPBTG2,195,610$6.3M0.52%
72LAMB WESTON HLDGS INCLW114,494$6.1M0.51%
73EXPAND ENERGY CORPORATIONEXE54,449$6.1M0.50%
74ABM INDS INC000957100127,584$6.0M0.50%
75ALAMOS GOLD INC NEWAGI223,606$6.0M0.50%
76EQT CORPEQT111,200$5.9M0.49%
77BLOOMIN BRANDS INCBLMN783,126$5.6M0.47%
78VEREN INC92340V107807,305$5.3M0.44%
79VOYA FINANCIAL INCVOYA-PB78,246$5.3M0.44%
80WALMART INCWMT59,098$5.2M0.43%
81RANGE RES CORPRRC124,489$5.0M0.41%
82VANECK ETF TRUST92189F79186,112$4.9M0.41%
83BLACKSTONE INCBX33,949$4.7M0.40%
84ORACLE CORPORCL-PD33,261$4.7M0.39%
85DUPONT DE NEMOURS INCDD61,348$4.6M0.38%
86BP PLCBPPFF130,775$4.4M0.37%
87OLD NATL BANCORP IND680033107196,493$4.2M0.35%
88CITIGROUP INCC-PR58,364$4.1M0.34%
89TARGET CORPTGT38,672$4.0M0.34%
90VANGUARD SCOTTSDALE FDS92206C40950,244$4.0M0.33%
91MICRON TECHNOLOGY INCMU45,305$3.9M0.33%
92COMERICA INC20034010762,415$3.7M0.31%
93ZIONS BANCORPORATION N A98970110768,179$3.4M0.28%
94HIGHWOODS PPTYS INC431284108113,364$3.4M0.28%
95ATKORE INCATKR55,564$3.3M0.28%
96ALLSTATE CORPALL-PJ15,544$3.2M0.27%
97SL GREEN RLTY CORP78440X88754,268$3.1M0.26%
98SANOFISNYNF54,836$3.0M0.25%
99ON SEMICONDUCTOR CORPON72,429$2.9M0.25%
100MCDONALDS CORPMCD9,365$2.9M0.24%
101PACIRA BIOSCIENCES INCPCRX112,171$2.8M0.23%
102ADVANCED MICRO DEVICES INCAMD27,010$2.8M0.23%
103ABERCROMBIE & FITCH COANF35,627$2.7M0.23%
104UGI CORP NEW90268110579,738$2.6M0.22%
105GLOBAL PMTS INC37940X10225,917$2.5M0.21%
106CARTERS INCCRI61,468$2.5M0.21%
107NORTHERN OIL & GAS INCNOG81,406$2.5M0.20%
108UNION PAC CORPUNP10,176$2.4M0.20%
109AGNICO EAGLE MINES LTDAEM22,074$2.4M0.20%
110CNX RES CORPCNX73,750$2.3M0.19%
111NCR ATLEOS CORPORATIONNATL81,700$2.2M0.18%
112ASTEC INDS INC04622410162,538$2.2M0.18%
113LAS VEGAS SANDS CORPLVS54,171$2.1M0.17%
114FIRST COMWLTH FINL CORP PA319829107131,700$2.0M0.17%
115HAEMONETICS CORP MASSHAE30,831$2.0M0.16%
116KENVUE INCKVUE80,655$1.9M0.16%
117SPDR SER TR78464A87023,361$1.9M0.16%
118VISTEON CORPVC23,993$1.9M0.16%
119APPLE INCAAPL8,267$1.8M0.15%
120ALPS ETF TR00162Q45235,318$1.8M0.15%
121HARTFORD INSURANCE GROUP INCHIG-PG14,530$1.8M0.15%
122PFIZER INCPFE70,668$1.8M0.15%
123JPMORGAN CHASE & CO.VYLD7,225$1.8M0.15%
124COLLEGIUM PHARMACEUTICAL INCCOLL56,158$1.7M0.14%
125EXPAND ENERGY CORPORATIONEXE14,422$1.6M0.13%
126HUDBAY MINERALS INCHBM206,414$1.6M0.13%
127PRIMO BRANDS CORPORATIONPRMB43,455$1.5M0.13%
128HESS CORPHESM9,303$1.5M0.12%
129DAVE & BUSTERS ENTMT INC23833710982,083$1.4M0.12%
130OPTINOSE INC68404V209156,666$1.4M0.12%
131VANGUARD INDEX FDS9229087363,633$1.3M0.11%
132ZOOM COMMUNICATIONS INCZM17,877$1.3M0.11%
133TEREX CORP NEWTEX33,686$1.3M0.11%
134ZOOMINFO TECHNOLOGIES INCGTM126,165$1.3M0.11%
135LOCKHEED MARTIN CORPLMT2,810$1.3M0.10%
136PVH CORPORATIONPVH19,393$1.3M0.10%
137FLAGSTAR FINANCIAL INCFLG-PU104,590$1.2M0.10%
138HF SINCLAIR CORPDINO35,213$1.2M0.10%
139PACCAR INCPCAR11,575$1.1M0.09%
140DELTA AIR LINES INC DELDAL25,762$1.1M0.09%
141VERTIV HOLDINGS COVRT15,390$1.1M0.09%
142ALLSPRING INCOME OPPORTUNITEAD158,861$1.1M0.09%
143NUCOR CORPNUE9,000$1.1M0.09%
144MODINE MFG CO60782810013,874$1.1M0.09%
145MATCH GROUP INC NEWMTCH33,250$1.0M0.09%
146VANGUARD BD INDEX FDS92193781913,196$1.0M0.08%
147EXXON MOBIL CORPXOM8,301$987,1820.08%
148AVANOS MED INCAVNS68,833$986,3770.08%
149WILLIAMS COS INC96945710016,322$975,3890.08%
150AMERICAN EAGLE OUTFITTERS INAEO83,466$969,8750.08%
151ECOVYST INCECVT155,296$962,8350.08%
152GENTEX CORPGNTX40,025$932,5830.08%
153UWM HOLDINGS CORPORATIONUWMC166,510$909,1450.08%
154FREEPORT-MCMORAN INCFCX22,711$859,8380.07%
155CINEMARK HLDGS INCCNK33,626$836,9510.07%
156CHEMOURS COCC59,831$809,5130.07%
157BERKSHIRE HATHAWAY INC DELBRK-A1,470$782,8930.07%
158OCCIDENTAL PETE CORP67459910515,800$779,8880.06%
159ISHARES TR4642874658,631$705,4120.06%
160SUPER MICRO COMPUTER INCSMCI20,460$700,5500.06%
161ASML HOLDING N VASMLF1,010$669,2560.06%
162OFG BANCORPOFG16,259$650,6850.05%
163DIODES INCDIOD14,412$622,1660.05%
164LULULEMON ATHLETICA INCLULU2,150$608,5790.05%
165ISHARES TR4642874576,734$557,1040.05%
166L3HARRIS TECHNOLOGIES INCLHX2,600$544,2060.05%
167DOUBLELINE INCOME SOLUTIONSDSL40,127$506,0010.04%
168ABRDN ASIA PACIFIC INCOME FUABAKF31,239$490,4520.04%
169MERCK & CO INCMRK5,300$475,7280.04%
170UNITED PARCEL SERVICE INCUPS4,316$474,7170.04%
171ISHARES TR46429B5989,210$474,1310.04%
172ISHARES TR4642872349,408$411,1300.03%
173MORGAN STANLEYMS-PQ3,151$367,6270.03%
174KENNAMETAL INCKMT17,115$364,5500.03%
175ISHARES TR46428868711,791$362,3370.03%
176VANECK ETF TRUST92189F1067,800$358,5660.03%
177CLEARFIELD INCCLFD11,632$345,7030.03%
178FTAI INFRASTRUCTURE INCFIP73,503$332,9690.03%
179GE AEROSPACE3696043011,637$327,6460.03%
180VANGUARD SCOTTSDALE FDS92206C1025,489$322,1490.03%
181APA CORPORATIONAPA15,000$315,3000.03%
182ISHARES TR4642874812,660$312,5230.03%
183PNC FINL SVCS GROUP INC6934751051,700$298,8090.02%
184ACCO BRANDS CORPACCO70,400$294,9760.02%
185PROSHARES TR74349Y8377,000$284,4100.02%
186ISHARES TR4642875981,484$279,2290.02%
187INTERNATIONAL BUSINESS MACHSINTR1,000$248,6600.02%
188LOWES COS INC5486611071,062$247,6900.02%
189VANGUARD INDEX FDS922908538917$224,3350.02%
190SAGE THERAPEUTICS INC78667J10827,000$214,6500.02%
191FULGENT GENETICS INCFLGT11,729$198,2200.02%
192EASTERLY GOVT PPTYS INC27616P10310,344$109,6460.01%
193ATHIRA PHARMA INC04746L10433,500$9,5440.00%