Arkolith/Funds/Easterly Investment Partners LLC

Easterly Investment Partners LLC

CIK 1766150
Holdings as of Jun 30, 2026·disclosed Jul 23, 2026·~23-day 13F lag·13F-HR
Active Filer

Easterly Investment Partners LLC holds a focused book of 252 stocks worth $2.0B as of Q2 2026 (disclosed Jul 23, 2026, a ~23-day 13F lag). This quarter they opened Flowserve Corp and trimmed Centene Corp. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 30% of the equity book. Cloning the disclosed picks since 2024 would be +37% (+19.4%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show EASTERLY INVESTMENT PARTNERS LLC's latest
holdings, largest changes, and filing provenance.
Opened
230
new positions
Added to
81
existing
Trimmed
48
reduced
Sold out
8
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+36.5%
+19.4%/yr · since Nov '24
Their reported book
+31.0%
held from quarter-end
S&P 500
+33.2%
same window
$9K$10K$11K$12K$14KNov '24Mar '25Jul '25Nov '25Mar '26Jul '26
Easterly Investment Partners LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 5.5 points over this window.

Growth of $10,000 cloning Easterly Investment Partners LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~23 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: focused book

Top 5 holdings
36%
Top 10 holdings
43%
Top 20 holdings
54%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

66% mapped to company sectors

ETF / fund or unclassified
34%
Financials
13%
Health Care
10%
Information Technology
9%
Consumer Discretionary
9%
Industrials
9%
Real Estate
6%
Materials
5%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

252 positions
#SecurityValueShares% PortLast moveHistory
1State STR SPDR S&P 500 ETF T
TR UNIT
$591.9M792.6K
30.1%
+13%
Added · +90K sh
2JPMorgan Chase & Co
COM
$30.5M93.2K
1.6%
+14%
Added · +11K sh
3Sensata Technologies Hldg PL
SHS
$30.0M628.7K
1.5%
+47%
Added · +201K sh
4Columbia BKG Sys Inc
COM
$28.3M884.0K
1.4%
+22%
Added · +159K sh
5Progyny Inc
COM
$27.6M958.1K
1.4%
+15%
Added · +125K sh
6Commercial Metals Co
COM
$27.5M437.8K
1.4%
+28%
Added · +97K sh
7Jackson Financial Inc
COM CL A
$26.1M255.3K
1.3%
+22%
Added · +46K sh
8Centene Corp Del
COM
$25.3M393.8K
1.3%
−11%
Reduced · −48K sh
9Citigroup Inc
COM NEW
$24.3M173.9K
1.2%
+21%
Added · +30K sh
10Disney Walt Co
COM
$24.1M250.9K
1.2%
+71%
Added · +104K sh
11Abercrombie & Fitch Co
CL A
$24.1M267.9K
1.2%
+35%
Added · +69K sh
12Cleveland-Cliffs Inc New
COM
$22.7M2.42M
1.2%
+23%
Added · +455K sh
13Brinker Intl Inc
COM
$22.4M133.5K
1.1%
+51%
Added · +45K sh
14Visteon Corp
COM NEW
$21.8M219.8K
1.1%
+23%
Added · +42K sh
15Astec Inds Inc
COM
$21.4M349.2K
1.1%
+24%
Added · +68K sh
16Terex Corp New
COM
$21.3M294.3K
1.1%
14×
Added · +273K sh
17Open Text Corp
COM
$21.2M957.2K
1.1%
+26%
Added · +200K sh
18Bank Of Amer Corp
COM
$21.2M372.1K
1.1%
+29%
Added · +84K sh
19Flowserve Corp
COM
$21.2M285.2K
1.1%
New
New position
20Range Res Corp
COM
$21.0M564.0K
1.1%
+14%
Added · +70K sh
21Johnson & Johnson
COM
$20.3M79.9K
1.0%
+38%
Added · +22K sh
22Cisco Sys Inc
COM
$20.2M171.6K
1.0%
+29%
Added · +38K sh
23Target Corp
COM
$19.9M152.7K
1.0%
+29%
Added · +34K sh
24Metlife Inc
COM
$19.2M227.2K
1.0%
+33%
Added · +57K sh
25Biomarin Pharmaceutical Inc
COM
$18.8M329.4K
1.0%
+33%
Added · +82K sh
26ConocoPhillips
COM
$17.6M169.0K
0.9%
+27%
Added · +36K sh
27Elevance Health Inc Formerly
COM
$16.8M43.5K
0.9%
+1.4%
Added · +607 sh
28Delek US Hldgs Inc New
COM
$16.6M327.1K
0.8%
+14%
Added · +39K sh
29Lululemon Athletica Inc
COM
$16.5M144.5K
0.8%
+176%
Added · +92K sh
30Microsoft Corp
COM
$15.2M40.7K
0.8%
+86%
Added · +19K sh
31Photronics Inc
COM
$15.2M466.3K
0.8%
+16%
Added · +63K sh
32Zimmer Biomet Holdings Inc
COM
$13.9M161.4K
0.7%
+113%
Added · +86K sh
33Ralliant Corp
COM
$13.0M176.3K
0.7%
+683%
Added · +154K sh
34Ishares TR
CORE US AGGBD ET
$13.0M131.2K
0.7%
−0.1%
Reduced · −200 sh
35Prologis Inc.
COM
$12.9M95.1K
0.7%
+177%
Added · +61K sh
36Lyft Inc
CL A COM
$12.5M854.9K
0.6%
+39%
Added · +240K sh
37B2gold Corp
COM
$12.4M3.32M
0.6%
+0.6%
Added · +20K sh
38F N B Corp
COM
$10.9M572.3K
0.6%
+20%
Added · +96K sh
39Welltower Inc
COM
$10.3M45.3K
0.5%
−4.3%
Reduced · −2K sh
40Fifth Third Bancorp
COM
$10.1M179.8K
0.5%
+185%
Added · +117K sh
41Sanofi Sa
SPONSORED ADR
$10.0M235.1K
0.5%
+23%
Added · +44K sh
42Equinix Inc
COM
$9.8M9.4K
0.5%
−21%
Reduced · −3K sh
43Abm Inds Inc
COM
$9.3M210.0K
0.5%
New
New position
44American Healthcare REIT Inc
COM SHS
$9.1M175.2K
0.5%
+0.2%
Added · +359 sh
45Ishares TR
IBOXX INV CP ETF
$9.1M83.5K
0.5%
−0.2%
Reduced · −190 sh
46Vaneck ETF Trust
JUNIOR GOLD MINE
$8.6M87.9K
0.4%
+9.8%
Added · +8K sh
47Pacira Biosciences Inc
COM
$8.6M337.0K
0.4%
+0.6%
Added · +2K sh
48Delta Air Lines Inc
COM NEW
$8.0M85.5K
0.4%
+613%
Added · +74K sh
49Ishares TR
TIPS BD ETF
$8.0M73.1K
0.4%
Held
50Mohawk Inds Inc
COM
$8.0M65.8K
0.4%
New
New position
Showing 50 of 252 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 23, 2026252$2.0B13F-HR
Q1 2026Mar 31, 2026May 11, 2026166$1.3B13F-HR
Q4 2025Dec 31, 2025Feb 10, 2026219$1.6B13F-HR
Q3 2025Sep 30, 2025Nov 12, 2025208$1.5B13F-HR
Q2 2025Jun 30, 2025Jul 29, 2025197$1.4B13F-HR
Q1 2025Mar 31, 2025May 2, 2025193$1.2B13F-HR
Q4 2024Dec 31, 2024Feb 12, 2025208$1.3B13F-HR
Q3 2024Sep 30, 2024Nov 1, 2024211$1.2B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.