Access Investment Management LLC New Holdings in Q2 2025

Access Investment Management LLC

  • $336 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
13.7K
New
$67.83 - $92.33 $930K - $1.27M
13.7K $996K
TGT
Target Corp

Consumer Defensive
2.12K
New
$88.76 - $105.77 $188K - $224K
2.12K $209K
META
Meta Platforms, Inc.

Communication Services
145
New
$484.66 - $738.09 $70.3K - $107K
145 $107K
NVDA
Nvidia Corp

Technology
640
New
$94.31 - $157.99 $60.4K - $101K
640 $101K
NFLX
Netflix Inc

Communication Services
62
New
$855.86 - $1339.13 $53.1K - $83K
62 $83K
AMZN
Amazon Com Inc

Consumer Cyclical
338
New
$167.32 - $223.3 $56.6K - $75.5K
338 $74K
V
Visa Inc.

Financial Services
178
New
$308.27 - $373.31 $54.9K - $66.4K
178 $63K
GOOGL
Alphabet Inc.

Communication Services
362
New
$144.7 - $178.6 $52.4K - $64.7K
362 $63K
XOM
Exxon Mobil Corp

Energy
542
New
$99.93 - $119.04 $54.2K - $64.5K
542 $58K
ORCL
Oracle Corp

Technology
262
New
$122.82 - $218.63 $32.2K - $57.3K
262 $57K
PGR
Progressive Corp

Financial Services
191
New
$255.27 - $288.74 $48.8K - $55.1K
191 $50K
CI
Cigna Corp

Healthcare
148
New
$301.89 - $340.04 $44.7K - $50.3K
148 $48K
DGRO
Ishares Core Dividend Growth E

ETFs
760
New
$55.22 - $63.94 $42K - $48.6K
760 $48K
ADI
Analog Devices Inc

Technology
189
New
$164.6 - $238.02 $31.1K - $45K
189 $44K
ABBV
Abb Vie Inc.

Healthcare
238
New
$170.16 - $206.27 $40.5K - $49.1K
238 $44K
ABT
Abbott Laboratories

Healthcare
320
New
$123.95 - $138.08 $39.7K - $44.2K
320 $43K
MS
Morgan Stanley

Financial Services
303
New
$99.83 - $140.86 $30.2K - $42.7K
303 $42K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
1K
New
$38.81 - $44.28 $38.8K - $44.3K
1K $42K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
675
New
$51.16 - $62.02 $34.5K - $41.9K
675 $41K
CB
Chubb LTD

Financial Services
142
New
$274.32 - $302.46 $39K - $42.9K
142 $41K
SO
Southern CO

Utilities
441
New
$84.91 - $92.56 $37.4K - $40.8K
441 $40K
MCK
Mckesson Corp

Healthcare
55
New
$652.83 - $732.78 $35.9K - $40.3K
55 $40K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
179
New
$212.1 - $244.27 $38K - $43.7K
179 $39K
KLAC
Kla Corp

Technology
38
New
$576.53 - $902.94 $21.9K - $34.3K
38 $34K
GD
General Dynamics Corp

Industrials
119
New
$247.68 - $291.66 $29.5K - $34.7K
119 $34K
SHOP
Shopify Inc.

Technology
273
New
$76.89 - $115.35 $21K - $31.5K
273 $31K
UNP
Union Pacific Corp

Industrials
138
New
$208.27 - $238.46 $28.7K - $32.9K
138 $31K
RTX
Raytheon Technologies Corp

Industrials
211
New
$113.75 - $148.48 $24K - $31.3K
211 $30K
DUK
Duke Energy Corp

Utilities
262
New
$112.46 - $124.05 $29.5K - $32.5K
262 $30K
NDAQ
Nasdaq, Inc.

Financial Services
309
New
$66.4 - $89.42 $20.5K - $27.6K
309 $27K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
60
New
$421.16 - $509.5 $25.3K - $30.6K
60 $26K
AXP
American Express CO

Financial Services
82
New
$231.39 - $318.98 $19K - $26.2K
82 $26K
WFC
Wells Fargo & Company

Financial Services
316
New
$60.98 - $80.12 $19.3K - $25.3K
316 $25K
WMT
Walmart Inc.

Consumer Defensive
261
New
$81.79 - $99.98 $21.3K - $26.1K
261 $25K
MNST
Monster Beverage Corp

Consumer Defensive
401
New
$55.01 - $64.24 $22.1K - $25.8K
401 $25K
CRM
Salesforce, Inc.

Technology
89
New
$236.26 - $291.15 $21K - $25.9K
89 $24K
SPY
Spdr S&P 500 ETF Trust

ETFs
40
New
$496.48 - $617.85 $19.9K - $24.7K
40 $24K
D
Dominion Energy, Inc

Utilities
425
New
$49.66 - $58.0 $21.1K - $24.7K
425 $24K
MAR
Marriott International Inc

Consumer Cyclical
84
New
$211.12 - $274.14 $17.7K - $23K
84 $22K
KKR
Kkr & Co. Inc.

Financial Services
166
New
$92.79 - $134.29 $15.4K - $22.3K
166 $22K
AON
Aon PLC

Financial Services
62
New
$335.85 - $398.81 $20.8K - $24.7K
62 $22K
ADSK
Autodesk, Inc.

Technology
90
New
N/A
90 $22K
AVGO
Broadcom Inc.

Technology
83
New
$146.29 - $275.65 $12.1K - $22.9K
83 $22K
CSCO
Cisco Systems, Inc.

Technology
294
New
$53.19 - $69.38 $15.6K - $20.4K
294 $20K
XLF
Financial Sector Spdr

ETFs
400
New
$43.92 - $52.37 $17.6K - $20.9K
400 $20K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
45
New
$376.48 - $440.65 $16.9K - $19.8K
45 $19K
LOW
Lowes Companies Inc

Consumer Cyclical
88
New
$210.83 - $235.28 $18.6K - $20.7K
88 $19K
IBM
International Business Machines Corp

Technology
65
New
$221.03 - $294.78 $14.4K - $19.2K
65 $19K
ETN
Eaton Corp PLC

Industrials
55
New
$246.52 - $356.99 $13.6K - $19.6K
55 $19K
Activity Summary
Buys All Purchases 132 New Holdings 85 Increased Positions 47 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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