EASTERLY INVESTMENT PARTNERS LLC Q4 2023 Filing

Filed February 14, 2024

Portfolio Value

$935.2T

Holdings

190

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (190 positions)

#StockSharesValue% PortfolioType
1
LMTLOCKHEED MARTIN CORP
2,489$454.1M0.00%
2
GSGOLDMAN SACHS GROUP INC
43,672$402.8M0.00%
3
BRK/BBERKSHIRE HATHAWAY INC DEL
19,326$363.9M0.00%
4
BUWABIO RAD LABS INC
16,657$328.4M0.00%
5
BABOEING CO
16,905$265.4M0.00%
6
ETNEATON CORP PLC
1,671$241.4M0.00%
7
LOWLOWES COS INC
1,263$223.3M0.00%
8
FSLRFIRST SOLAR INC
20,477$175.5M0.00%
9
WMTWALMART INC
63,354$168.0M0.00%
10
HESHESS CORP
24,022$147.5M0.00%
11
DLTRDOLLAR TREE INC
2,940$142.4M0.00%
12
BXBLACKSTONE INC
33,941$135.4M0.00%
13
EOGEOG RES INC
25,683$124.1M0.00%
14
COPCONOCOPHILLIPS
45,072$121.2M0.00%
15
DWDMORGAN STANLEY
126,976$104.8M0.00%
16
MUMICRON TECHNOLOGY INC
74,364$91.3M0.00%
17
EXECHESAPEAKE ENERGY CORP
25,401$79.0M0.00%
18
AIGAMERICAN INTL GROUP INC
97,126$74.6M0.00%
19
NVTNVENT ELECTRIC PLC
114,109$65.7M0.00%
20
ESEVERSOURCE ENERGY
38,659$64.4M0.00%
21
ULUNILEVER PLC
182,155$56.8M0.00%
22
DVNDEVON ENERGY CORP NEW
121,417$50.5M0.00%
23
WMBWILLIAMS COS INC
16,557$35.6M0.00%
24
ETENERGY TRANSFER L P
13,279$28.2M0.00%
25
JPMJPMORGAN CHASE & CO
155,325$26.4M0.00%
26
CMCCOMMERCIAL METALS CO
440,226$22.0M0.00%
27
VTRSVIATRIS INC
958,835$21.4M0.00%
28
BCBEURPRIMO WATER CORPORATION
311,584$19.7M0.00%
29
CTRACOTERRA ENERGY INC
728,148$18.6M0.00%
30
COSCNO FINL GROUP INC
658,651$18.4M0.00%
31
CSCOCISCO SYS INC
353,523$17.9M0.00%
32
PPCPILGRIMS PRIDE CORP
632,774$17.5M0.00%
33
LNCLINCOLN NATL CORP IND
644,407$17.4M0.00%
34
DISDISNEY WALT CO
189,126$17.1M0.00%
35
JNJJOHNSON & JOHNSON
104,783$16.4M0.00%
36
AMGNAMGEN INC
56,933$16.4M0.00%
37
BLMNBLOOMIN BRANDS INC
555,002$15.6M0.00%
38
SIMOSILICON MOTION TECHNOLOGY CO
244,269$15.0M0.00%
39
MRKMERCK & CO INC
133,240$14.5M0.00%
40
METMETLIFE INC
215,535$14.3M0.00%
41
INTCINTEL CORP
282,251$14.2M0.00%
42
OTXOPEN TEXT CORP
328,564$13.8M0.00%
43
BACVERIZON COMMUNICATIONS INC
360,221$13.6M0.00%
44
CNCCENTENE CORP DEL
180,631$13.4M0.00%
45
FNBF N B CORP
969,310$13.3M0.00%
46
FMCFMC CORP
209,010$13.2M0.00%
47
IARTINTEGRA LIFESCIENCES HLDGS C
295,102$12.9M0.00%
48
PVHPVH CORPORATION
104,571$12.8M0.00%
49
PLABPHOTRONICS INC
406,764$12.8M0.00%
50
TSMTAIWAN SEMICONDUCTOR MFG LTD
122,586$12.7M0.00%
51
AGGISHARES TR
126,351$12.5M0.00%
52
DOWDOW INC
228,646$12.5M0.00%
53
BACBANK AMERICA CORP
357,114$12.0M0.00%
54
TRVCCITIGROUP INC
228,992$11.8M0.00%
55
WCCWESCO INTL INC
66,799$11.6M0.00%
56
CVXCHEVRON CORP NEW
76,240$11.4M0.00%
57
ZBHZIMMER BIOMET HOLDINGS INC
92,976$11.3M0.00%
58
ABMABM INDS INC
244,800$11.0M0.00%
59
CHKPCHECK POINT SOFTWARE TECH LT
71,367$10.9M0.00%
60
HCQAMN HEALTHCARE SVCS INC
142,652$10.7M0.00%
61
URBNURBAN OUTFITTERS INC
281,548$10.0M0.00%
62
VCSHVANGUARD SCOTTSDALE FDS
120,245$9.3M0.00%
63
JCIJOHNSON CTLS INTL PLC
160,273$9.2M0.00%
64
VODVODAFONE GROUP PLC NEW
22,961$9.2M0.00%
65
WIREEURENCORE WIRE CORP
42,769$9.1M0.00%
66
DKDELEK US HLDGS INC NEW
353,472$9.1M0.00%
67
MPCMARATHON PETE CORP
59,928$8.9M0.00%
68
XOMEXXON MOBIL CORP
84,429$8.4M0.00%
69
SUSUNCOR ENERGY INC NEW
257,472$8.2M0.00%
70
LQDISHARES TR
73,691$8.2M0.00%
71
DALDELTA AIR LINES INC DEL
200,427$8.1M0.00%
72
ORCLORACLE CORP
75,314$7.9M0.00%
73
MRO*MARATHON OIL CORP
309,414$7.5M0.00%
74
TIPISHARES TR
69,081$7.4M0.00%
75
COLBCOLUMBIA BKG SYS INC
259,622$6.9M0.00%
76
CNKCINEMARK HLDGS INC
486,667$6.9M0.00%
77
SWN1EURSOUTHWESTERN ENERGY CO
912,701$6.0M0.00%
78
DYHTARGET CORP
41,586$5.9M0.00%
79
BJBJS WHSL CLUB HLDGS INC
82,553$5.5M0.00%
80
SHYISHARES TR
66,735$5.5M0.00%
81
SMCIUSDSUPER MICRO COMPUTER INC
17,717$5.0M0.00%
82
MCSMARCUS CORP DEL
300,469$4.4M0.00%
83
FCXFREEPORT-MCMORAN INC
101,376$4.3M0.00%
84
OGNORGANON & CO
271,973$3.9M0.00%
85
AGIALAMOS GOLD INC NEW
273,652$3.7M0.00%
86
BTOB2GOLD CORP
1,129,295$3.6M0.00%
87
VRTVERTIV HOLDINGS CO
72,437$3.5M0.00%
88
JXNJACKSON FINANCIAL INC
67,238$3.4M0.00%
89
EATBRINKER INTL INC
78,901$3.4M0.00%
90
EQTEQT CORP
86,250$3.3M0.00%
91
ABBVABBVIE INC
20,403$3.2M0.00%
92
IWMISHARES TR
15,176$3.0M0.00%
93
GOOGLALPHABET INC
20,470$2.9M0.00%
94
RRCRANGE RES CORP
92,426$2.8M0.00%
95
SNYSANOFI
54,311$2.7M0.00%
96
SG7SAGE THERAPEUTICS INC
122,643$2.7M0.00%
97
ON1OLD NATL BANCORP IND
154,179$2.6M0.00%
98
KMBKIMBERLY-CLARK CORP
20,825$2.5M0.00%
99
INMDINMODE LTD
107,070$2.4M0.00%
100
PNRPENTAIR PLC
31,585$2.3M0.00%
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