Access Investment Management LLC

CIK 0002010477 · ATLANTA, GA · Quarter end: 2026-06-30 · Filed on: 2026-08-03 · Open the SEC source

Access Investment Management LLC reported 144 positions worth $390.6M as of June 30, 2026 (13F filed August 3, 2026). Largest holding: URI (9.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$390.6M
2026 Q2
Positions
144
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
45.2%
Est. Net Flow (Q)
2026 Q2
10 / 144 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1URIUNITED RENTALS INCSH$36.2M9.27%31,974
2WLYWILEY JOHN & SONS INCSH$17.8M4.55%365,994
3CCITIGROUP INCSH$16.8M4.30%120,118
4APOAPOLLO GLOBAL MGMT INCSH$16.7M4.29%141,562
5JBLJABIL INCSH$16.5M4.23%42,911
6SONSONOCO PRODS COSH$16.5M4.22%292,209
7EWBCEAST WEST BANCORP INCSH$16.3M4.18%126,596
8SFSTIFEL FINL CORPSH$14.9M3.82%214,024
9DFINDONNELLEY FINL SOLUTIONS INCSH$12.8M3.29%306,305
10BACBANK OF AMER CORPSH$12.0M3.06%210,075

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Access Investment Management LLC hold as of Q2 2026?

Access Investment Management LLC reported 144 positions worth $390.6M in its Q2 2026 13F filing. Largest positions: URI (9.3%), WLY (4.5%), C (4.3%), APO (4.3%) and JBL (4.2%).

What did Access Investment Management LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Access Investment Management LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.