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Institutional Investor · CIK 0002010477

ACCESS INVESTMENT MANAGEMENT LLC

Portfolio data for the last 6 months — sourced from SEC 13F filings

Stocks Held

155

Total Value

$369.76M

Total Shares

8.15M

Latest Filing

May 22, 2026

CIK

0002010477

Current Holdings

Company↕Sector↕IndustryPeriod↕Filed↓Shares↕Value ($)↕Ownership↕TypeP/C/SSEC Filing
TechnologyHardware, Equipment & Parts2026-03-312026-05-22116,955$31.07M0.1109%SH—View
IndustrialsRental & Leasing Services2026-03-312026-05-2231,922$23.26M0.0510%SH—View
Financial ServicesFinancial - Capital Markets2026-03-312026-05-22213,750$15.80M0.1393%SH—View
Financial ServicesAsset Management2026-03-312026-05-22141,409$15.76M0.0245%SH—View
Consumer CyclicalPackaging & Containers2026-03-312026-05-22289,855$15.68M0.2932%SH—View
Communication ServicesPublishing2026-03-312026-05-22366,520$13.96MN/ASH—View
Financial ServicesBanks - Diversified2026-03-312026-05-22119,182$13.52M0.0069%SH—View
Financial ServicesBanks - Diversified2026-03-312026-05-22126,250$13.48M0.0922%SH—View
Financial ServicesFinancial - Capital Markets2026-03-312026-05-22233,835$11.02M0.9360%SH—View
Financial ServicesBanks - Diversified2026-03-312026-05-2235,250$10.37M0.0013%SH—View
Financial ServicesBanks - Diversified2026-03-312026-05-22210,075$10.24M0.0030%SH—View
Financial ServicesBanks - Regional2026-03-312026-05-22139,940$9.71M0.4137%SH—View
TechnologyInformation Technology Services2026-03-312026-05-22252,522$9.41M0.1490%SH—View
TechnologySemiconductors2026-03-312026-05-22138,445$8.57M0.0353%SH—View
Basic MaterialsGold2026-03-312026-05-2240,000$8.12M0.0080%SH—View
Consumer CyclicalSpecialty Retail2026-03-312026-05-22563,855$7.81M0.5910%SH—View
Consumer CyclicalApparel - Manufacturers2026-03-312026-05-22107,950$7.53M0.2343%SH—View
TechnologySoftware - Application2026-03-312026-05-22320,215$7.12M0.1320%SH—View
Financial ServicesBanks - Regional2026-03-312026-05-22153,100$7.11M0.0217%SH—View
Financial ServicesInsurance - Life2026-03-312026-05-22196,500$6.98M0.1028%SH—View
Financial ServicesAsset Management2026-03-312026-05-2268,345$6.68M0.0586%SH—View
Consumer CyclicalAuto - Parts2026-03-312026-05-22216,515$6.36M0.0850%SH—View
TechnologyInformation Technology Services2026-03-312026-05-22497,670$6.26M0.3044%SH—View
Consumer CyclicalSpecialty Retail2026-03-312026-05-22200,170$6.12M0.6420%SH—View
HealthcareMedical - Devices2026-03-312026-05-22640,535$6.03M0.8233%SH—View
Consumer CyclicalFurnishings, Fixtures & Appliances2026-03-312026-05-22184,375$5.93M0.4470%SH—View
TechnologyTechnology Distributors2026-03-312026-05-2280,000$4.93M0.0975%SH—View
Financial ServicesFinancial - Mortgages2026-03-312026-05-22483,796$4.73M0.3789%SH—View
Communication ServicesAdvertising Agencies2026-03-312026-05-2260,820$4.58M0.0213%SH—View
Financial ServicesAsset Management2026-03-312026-05-22106,890$4.55M0.0568%SH—View
TechnologyInformation Technology Services2026-03-312026-05-2273,075$4.48M0.0154%SH—View
Financial ServicesFinancial - Capital Markets2026-03-312026-05-2229,716$4.30M0.0152%SH—View
Financial ServicesAsset Management2026-03-312026-05-2232,568$3.86M0.0535%SH—View
Consumer CyclicalPackaging & Containers2026-03-312026-05-2258,470$3.46M0.0186%SH—View
Financial ServicesAsset Management2026-03-312026-05-2215,000$3.26M0.0054%SH—View
Consumer DefensiveTobacco2026-03-312026-05-2232,335$2.81M0.1670%SH—View
Financial ServicesBanks - Regional2026-03-312026-05-2218,275$2.54M0.0271%SH—View
Communication ServicesTelecommunications Services2026-03-312026-05-2273,750$2.12M0.0021%SH—View
Financial ServicesBanks - Regional2026-03-312026-05-2275,790$2.08M0.0318%SH—View
Financial ServicesBanks - Regional2026-03-312026-05-2290,530$2.06M0.0191%SH—View
Consumer DefensivePackaged Foods2026-03-312026-05-2218,165$2.05M0.0288%SH—View
Financial ServicesAsset Management2026-03-312026-05-2220,800$1.96M0.0104%SH—View
Financial ServicesBanks - Regional2026-03-312026-05-2253,725$1.96M0.1931%SH—View
IndustrialsStaffing & Employment Services2026-03-312026-05-2265,520$1.92M0.3674%SH—View
Consumer CyclicalRestaurants2026-03-312026-05-22161,210$1.69M0.2615%SH—View
HealthcareDrug Manufacturers - General2026-03-312026-05-225,341$1.31M0.0002%SH—View
HealthcareBiotechnology2026-03-312026-05-222,171$1.29M0.0051%SH—View
IndustrialsAgricultural - Machinery2026-03-312026-05-2283,100$1.21M0.2892%SH—View
Real EstateREIT - Mortgage2026-03-312026-05-22126,000$1.19M0.0231%SH—View
Consumer CyclicalPackaging & Containers2026-03-312026-05-2253,145$1.13M0.1415%SH—View
Consumer DefensiveGrocery Stores2026-03-312026-05-2214,375$1.11M0.0153%SH—View
Financial ServicesBanks - Regional2026-03-312026-05-2221,190$1.06M0.0316%SH—View
IndustrialsConstruction2026-03-312026-05-2225,160$980.49K0.0196%SH—View
Consumer CyclicalFurnishings, Fixtures & Appliances2026-03-312026-05-2217,200$927.42K0.0265%SH—View
Consumer DefensiveTobacco2026-03-312026-05-2215,425$901.90K0.0007%SH—View
IndustrialsWaste Management2026-03-312026-05-224,000$876.08K0.0013%SH—View
Real EstateReal Estate - Services2026-03-312026-05-2257,598$863.39K0.0369%SH—View
IndustrialsIntegrated Freight & Logistics2026-03-312026-05-227,480$735.88K0.0009%SH—View
Communication ServicesAdvertising Agencies2026-03-312026-05-22131,575$714.45K0.7908%SH—View
Financial ServicesInsurance - Brokers2026-03-312026-05-2210,000$652.10K0.0030%SH—View
Communication ServicesEntertainment2026-03-312026-05-226,527$629.07K0.0004%SH—View
Consumer CyclicalAuto - Parts2026-03-312026-05-225,000$605.40K0.0100%SH—View
Financial ServicesAsset Management2026-03-312026-05-2238,200$564.21K0.0204%SH—View
Financial ServicesAsset Management2026-03-312026-05-2230,675$552.76K0.0043%SH—View
Real EstateREIT - Mortgage2026-03-312026-05-22112,700$540.96K0.2031%SH—View
Consumer DefensiveBeverages - Non-Alcoholic2026-03-312026-05-225,500$498.69K0.0012%SH—View
Real EstateREIT - Office2026-03-312026-05-2210,200$473.48K0.0059%SH—View
HealthcareDrug Manufacturers - Specialty & Generic2026-03-312026-05-2242,500$456.45K0.0307%SH—View
Financial ServicesAsset Management2026-03-312026-05-221,543$455.37K0.0048%SH—View
Financial ServicesAsset Management - Bonds2026-03-312026-05-229,455$431.34K0.0017%SH—View
Financial ServicesBanks - Diversified2026-03-312026-05-228,115$422.06K0.0005%SH—View
Financial ServicesAsset Management2026-03-312026-05-224,120$381.88K0.0012%SH—View
HealthcareMedical - Diagnostics & Research2026-03-312026-05-222,130$363.25K0.0013%SH—View
IndustrialsWaste Management2026-03-312026-05-224,500$357.03K0.0072%SH—View
HealthcareMedical - Distribution2026-03-312026-05-221,559$329.43K0.0007%SH—View
Consumer CyclicalRestaurants2026-03-312026-05-2233,000$319.11K0.1730%SH—View
Financial ServicesAsset Management2026-03-312026-05-222,595$286.67K0.0012%SH—View
Real EstateREIT - Healthcare Facilities2026-03-312026-05-2215,295$251.30K0.0028%SH—View
Consumer CyclicalApparel - Retail2026-03-312026-05-221,565$239.60K0.0013%SH—View
Apple Inc.(AAPL.NE)
TechnologyConsumer Electronics2026-03-312026-05-22865$219.53K0.0000%SH—View
Financial ServicesAsset Management2026-03-312026-05-224,675$202.75K0.0561%SH—View
Consumer CyclicalRestaurants2026-03-312026-05-22650$202.01K0.0001%SH—View
Financial ServicesAsset Management2026-03-312026-05-221,449$152.19K0.0076%SH—View
TechnologySoftware - Infrastructure2026-03-312026-05-22410$151.77K0.0000%SH—View
Consumer CyclicalApparel - Manufacturers2026-03-312026-05-2245,050$130.19K0.3547%SH—View
Financial ServicesAsset Management2026-03-312026-05-222,153$118.27K0.0077%SH—View
TechnologyHardware, Equipment & Parts2026-03-312026-05-22851$115.71K0.0001%SH—View
Alphabet Inc.(GOOGL.SW)
Communication ServicesInternet Content & Information2026-03-312026-05-22330$94.89K0.0000%SH—View
Financial ServicesAsset Management2026-03-312026-05-222,000$93.48K0.0018%SH—View
IndustrialsConglomerates2026-03-312026-05-22346$78.21K0.0001%SH—View
Financial ServicesAsset Management2026-03-312026-05-22800$74.40K0.0522%SH—View
Consumer CyclicalHome Improvement2026-03-312026-05-22200$65.78K0.0000%SH—View
EnergyOil & Gas Midstream2026-03-312026-05-223,000$64.56K0.0064%SH—View
TechnologySemiconductors2026-03-312026-05-22189$60.13K0.0000%SH—View
Financial ServicesAsset Management2026-03-312026-05-221,050$59.41K0.0002%SH—View
Consumer DefensiveHousehold & Personal Products2026-03-312026-05-22400$57.78K0.0000%SH—View
Financial ServicesFinancial - Credit Services2026-03-312026-05-22178$53.80K0.0000%SH—View
Financial ServicesAsset Management2026-03-312026-05-22760$53.34K0.0001%SH—View
HealthcareDrug Manufacturers - General2026-03-312026-05-22238$51.76K0.0000%SH—View
Financial ServicesFinancial - Capital Markets2026-03-312026-05-22303$49.87K0.0000%SH—View
Showing 1 to 100 of 155 results
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