Access Investment Management LLC Portfolio Holdings

Access Investment Management LLC

  • $357 Million
  • Q3 2025

Access Investment Management LLC has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $357 Million distributed in 167 stocks.

Among their holdings, we can observe that their the top five positions include companies like: United Rentals, Inc. with a value of $30.5M, Jabil Inc with a value of $26.7M, Apollo Global Management, Inc. with a value of $19M, Stifel Financial Corp with a value of $16.2M, and Jpmorgan Chase & CO with a value of $14.3M.

Examining the 13F form we can see an increase of $20.9M in the current position value, from $336M to 357M.

Access Investment Management LLC is based out at Atlanta, GA

Below you can find more details about Access Investment Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $357 Million
Financial Services: $135 Million
Technology: $59.3 Million
Consumer Cyclical: $48.9 Million
Industrials: $36.3 Million
ETFs: $19.7 Million
Healthcare: $18 Million
Communication Services: $15.9 Million
Consumer Defensive: $8.7 Million
Other: $15.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$55.9B
$30.5 Million 8.53% of portfolio
31,914
Q3 2025 Added 0.1%
$27.2B
$26.7 Million 7.47% of portfolio
122,900
Q3 2025 Reduced 3.81%
$78.4B
$19 Million 5.33% of portfolio
142,812
Q3 2025 Added 0.1%
$12.8B
$16.2 Million 4.53% of portfolio
142,492
Q3 2025 Added 0.01%
$881B
$14.3 Million 4.01% of portfolio
45,392
Q3 2025 Reduced 9.92%
$14.5B
$13.8 Million 3.86% of portfolio
129,400
Q3 2025 Added 0.29%
$190B
$12.1 Million 3.38% of portfolio
119,092
Q3 2025 Added 0.37%
$1.37B
$11.3 Million 3.16% of portfolio
219,645
Q3 2025 Added 0.17%
$3.99B
$11.2 Million 3.13% of portfolio
259,875
Q3 2025 Added 7.3%
$413B
$10.8 Million 3.03% of portfolio
210,075
Q2 2025 Added 0.04%
$8.24B
$10.3 Million 2.89% of portfolio
246,775
Q3 2025 Added 15.25%
$1.52B
$9.18 Million 2.57% of portfolio
564,055
Q3 2025 Added 0.31%
$2.17B
$8.66 Million 2.42% of portfolio
132,415
Q3 2025 Added 15.73%
$6.99B
$7.92 Million 2.22% of portfolio
196,500
Q4 2024 Reduced 2.48%
$8.96B
$7.47 Million 2.09% of portfolio
199,835
Q3 2025 Added 0.3%
$1.86B
$7.46 Million 2.09% of portfolio
334,935
Q3 2025 Added 0.21%
$29.2B
$6.82 Million 1.91% of portfolio
153,100
Q4 2023 New
$20.3B
$6.83 Million 1.91% of portfolio
138,490
Q3 2025 Added 0.13%
$76.5B
$6.74 Million 1.89% of portfolio
40,000
Q2 2025 Reduced 50.9%
$1.66B
$6.31 Million 1.77% of portfolio
155,940
Q3 2025 Added 74.66%
$3.83B
$6.05 Million 1.69% of portfolio
76,985
Q3 2025 Added 0.15%
$0
$5.99 Million 1.68% of portfolio
68,145
Q2 2025 Added 5.99%
$4.32B
$5.75 Million 1.61% of portfolio
110,000
Q4 2023 New
$120B
$5.57 Million 1.56% of portfolio
177,365
Q3 2025 Added 29.46%
$981M
$5.34 Million 1.49% of portfolio
372,450
Q3 2025 Reduced 14.55%
$34.1B
$5.12 Million 1.43% of portfolio
29,661
Q3 2025 Added 1.09%
$8.25B
$5.01 Million 1.4% of portfolio
163,925
Q3 2025 Reduced 33.91%
$1.36B
$4.8 Million 1.34% of portfolio
440,384
Q3 2025 Added 28.11%
$825M
$4.41 Million 1.23% of portfolio
160,625
Q3 2025 Added 14.35%
$0
$3.91 Million 1.1% of portfolio
35,385
Q3 2025 Added 0.96%
$0
$3.86 Million 1.08% of portfolio
105,555
Q3 2025 Added 8.79%
$5.02B
$3.51 Million 0.98% of portfolio
136,105
Q3 2025 New
$0
$3.13 Million 0.88% of portfolio
15,000
Q4 2023 New
$21.2B
$3.15 Million 0.88% of portfolio
7,520
Q3 2025 Added 0.87%
$1.31B
$3.11 Million 0.87% of portfolio
90,745
Q3 2025 Added 0.81%
$65.7M
$2.67 Million 0.75% of portfolio
396,510
Q3 2025 Reduced 0.75%
$638M
$2.53 Million 0.71% of portfolio
149,125
Q3 2025 Added 0.37%
$7.79B
$2.42 Million 0.68% of portfolio
18,235
Q3 2025 Added 1.02%
$11B
$2.04 Million 0.57% of portfolio
90,350
Q3 2025 Added 0.96%
$0
$1.74 Million 0.49% of portfolio
20,545
Q3 2025 Added 238.19%
$66.3B
$1.26 Million 0.35% of portfolio
5,500
Q4 2023 New
$522B
$1.24 Million 0.35% of portfolio
6,713
Q3 2025 Added 0.9%
$0
$1.18 Million 0.33% of portfolio
57,675
Q4 2023 New
$428M
$1.19 Million 0.33% of portfolio
82,950
Q3 2025 Added 0.89%
$631M
$1.12 Million 0.31% of portfolio
37,525
Q3 2025 Added 1.36%
$2.59B
$1.07 Million 0.3% of portfolio
57,598
Q4 2023 New
$3.49B
$1.02 Million 0.28% of portfolio
21,145
Q3 2025 Added 1.22%
$5.08B
$920,000 0.26% of portfolio
127,000
Q4 2024 Reduced 7.3%
$567M
$940,000 0.26% of portfolio
65,695
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 167
  • Current Value $357 Million
  • Prior Value $336 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 04, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 10 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
Track This Portfolio

Track Access Investment Management LLC Portfolio

Follow Access Investment Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Access Investment Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Access Investment Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email