EASTERLY INVESTMENT PARTNERS LLC
•CIK: 1766150•Filing: Q4 2025
**EASTERLY INVESTMENT PARTNERS LLC** manages $1.6B across a diversified portfolio of 211 positions. The fund maintains significant exposure to broad market indices, evidenced by its top holding in SPY at $451.8M. Further allocations include substantial positions in financial and technology sectors, notably BAC ($33.6M), CSCO ($26.0M), and JPM ($26.0M). This structure suggests a core strategy focused on large-cap market leaders and sector rotation plays.
Total AUM
$1.6B
QoQ Performance
+10.2%
Positions
197
Top 10 Concentration
41.2%
Latest Filing
Q4 2025
Top Holdings Allocation
SPY
SPY27.7%
BAC2.1%
CSCO1.6%
JPM1.6%
JXN1.4%
ANF1.4%
TRVC1.4%
CMC1.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other54.0%
ETF27.8%
Financial6.0%
Technology2.7%
Healthcare2.5%
Energy1.5%
Industrial1.5%
Real Estate1.5%
🚪 Exited Positionssold since Q3 2025
+21 more exited positions
Changes from Q3 2025
NEW27 new positions
↑56 increased
↓82 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023