Access Investment Management LLC
CIK 0002010477 · ATLANTA, GA · Quarter end: 2026-06-30 · Filed on: 2026-08-03 · Open the SEC source ↗
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
Top Holdings
URI
UNITED RENTALS INC
9.3%
WLY
WILEY JOHN & SONS INC
4.5%
C
CITIGROUP INC
4.3%
APO
APOLLO GLOBAL MGMT INC
4.3%
JBL
JABIL INC
4.2%
SON
SONOCO PRODS CO
4.2%
EWBC
EAST WEST BANCORP INC
4.2%
SF
STIFEL FINL CORP
3.8%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.