Access Investment Management LLC Portfolio Holdings

Access Investment Management LLC

  • $336 Million
  • Q2 2025

Access Investment Management LLC has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $336 Million distributed in 175 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Jabil Inc with a value of $27.9M, United Rentals, Inc. with a value of $24M, Apollo Global Management, Inc. with a value of $20.2M, Stifel Financial Corp with a value of $14.8M, and Jpmorgan Chase & CO with a value of $14.6M.

Examining the 13F form we can see an increase of $9.26M in the current position value, from $327M to 336M.

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 $336 Million
Financial Services: $130 Million
Technology: $57.2 Million
Consumer Cyclical: $48.9 Million
Industrials: $30.6 Million
Healthcare: $17.9 Million
ETFs: $16.7 Million
Communication Services: $13.1 Million
Consumer Defensive: $10.6 Million
Other: $11.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.08B
$920,000 0.27% of portfolio
127,000
Q4 2024 Reduced 7.3%
$84.7M
$859,000 0.26% of portfolio
119,830
Q2 2025 Reduced 3.21%
$207B
$809,000 0.24% of portfolio
6,527
Q2 2025 Added 5.0%
$63.8B
$791,000 0.24% of portfolio
7,840
Q2 2025 Added 16.84%
$2.45B
$698,000 0.21% of portfolio
38,200
Q4 2023 New
$2.64B
$699,000 0.21% of portfolio
57,598
Q4 2023 New
$76.9B
$688,000 0.2% of portfolio
14,000
Q3 2024 Reduced 5.41%
$2.68B
$617,000 0.18% of portfolio
35,982
Q4 2024 Reduced 60.02%
$130B
$591,000 0.18% of portfolio
12,495
Q2 2025 Reduced 20.01%
$5.05B
$519,000 0.15% of portfolio
4,500
Q3 2024 Reduced 50.0%
$42.6B
$509,000 0.15% of portfolio
5,500
Q4 2023 New
$5.94B
$474,000 0.14% of portfolio
5,000
Q4 2024 Reduced 82.76%
$0
$486,000 0.14% of portfolio
6,075
Q2 2025 Added 285.71%
$0
$418,000 0.12% of portfolio
54,300
Q1 2024 New
$240M
$408,000 0.12% of portfolio
85,700
Q2 2024 Added 15.5%
$3.95T
$322,000 0.1% of portfolio
649
Q2 2025 Added 10.0%
$3.69T
$220,000 0.07% of portfolio
1,073
Q2 2025 Added 157.31%
$26.4B
$235,000 0.07% of portfolio
503
Q2 2025 Reduced 0.2%
$38.3B
$245,000 0.07% of portfolio
1,460
Q2 2025 Added 20.16%
$405B
$202,000 0.06% of portfolio
551
Q2 2025 Added 10.2%
$222B
$204,000 0.06% of portfolio
700
Q2 2025 Added 7.69%
$48.9B
$209,000 0.06% of portfolio
2,120
Q2 2025 New
$42.6M
$155,000 0.05% of portfolio
47,300
Q3 2024 Reduced 3.81%
$0
$181,000 0.05% of portfolio
4,675
Q2 2024 Reduced 29.17%
$456B
$101,000 0.03% of portfolio
640
Q2 2025 New
$0
$85,000 0.03% of portfolio
2,000
Q4 2023 New
$1.78T
$107,000 0.03% of portfolio
145
Q2 2025 New
$368B
$89,000 0.03% of portfolio
562
Q2 2025 Added 28.6%
$146B
$80,000 0.02% of portfolio
346
Q2 2025 Added 25.82%
$1.21T
$63,000 0.02% of portfolio
362
Q2 2025 New
$442B
$58,000 0.02% of portfolio
542
Q2 2025 New
$551B
$63,000 0.02% of portfolio
178
Q2 2025 New
$765M
$64,000 0.02% of portfolio
5,178
Q2 2025 Reduced 19.27%
$0
$54,000 0.02% of portfolio
1,050
Q2 2025 New
$2.26T
$74,000 0.02% of portfolio
338
Q2 2025 New
$545B
$83,000 0.02% of portfolio
62
Q2 2025 New
$684B
$57,000 0.02% of portfolio
262
Q2 2025 New
$33.7B
$25,000 0.01% of portfolio
401
Q2 2025 New
$279M
$18,000 0.01% of portfolio
1,680
Q2 2025 New
$99.5B
$26,000 0.01% of portfolio
60
Q2 2025 New
$302B
$25,000 0.01% of portfolio
316
Q2 2025 New
$47.2B
$27,000 0.01% of portfolio
309
Q2 2025 New
$281B
$25,000 0.01% of portfolio
261
Q2 2025 New
$250B
$42,000 0.01% of portfolio
303
Q2 2025 New
$135B
$31,000 0.01% of portfolio
138
Q2 2025 New
$232B
$24,000 0.01% of portfolio
89
Q2 2025 New
$229B
$30,000 0.01% of portfolio
211
Q2 2025 New
$142B
$50,000 0.01% of portfolio
191
Q2 2025 New
$77.3B
$17,000 0.01% of portfolio
92
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 175
  • Current Value $336 Million
  • Prior Value $327 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 05, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 85 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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