Stock Taper

EASTERLY INVESTMENT PARTNERS LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
AGCO CorporationAGCO6.5K$778.05K
Phillips Edison & Co.PECO6.21K$258.58K
Gaming and Leisure Properties, Inc.GLPI6.09K$271.19K
Applied Digital Corp.APLD5.8K$216.23K
S&P Global Inc.SPGI5.4K$2.2M
Merck & Co., Inc.MRK5.3K$681.05K
Regeneron Pharmaceuticals, Inc.REGN5.2K$3.24M
Silicon Motion Technology CorporationSIMO5.16K$1.72M
Visa Inc.V4.7K$1.61M
Thermo Fisher Scientific Inc.TMO4K$2.01M
Lockheed Martin CorporationLMT3.7K$1.89M
Ventas, Inc.VTR3.41K$302.72K
Lamar Advertising CompanyLAMR3.25K$506.78K
The Timken CompanyTKR3K$435.96K
FedEx Freight Holding Company, Inc.FDXF2.5K$377.5K
The PNC Financial Services Group, Inc.PNC1.7K$418.57K
The Home Depot, Inc.HD1.7K$599.56K
Oracle CorporationORCL1.68K$246.2K
GE AerospaceGE1.64K$611.8K
The Goldman Sachs Group, Inc.GS1.1K$1.11M