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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$5.6 Million 1.66% of portfolio
68,145
Q2 2025 Added 5.99%
$0
$3.49 Million 1.04% of portfolio
35,050
Q2 2025 Added 1.11%
$0
$3.35 Million 1.0% of portfolio
97,030
Q2 2025 Added 28.04%
$0
$2.93 Million 0.87% of portfolio
15,000
Q4 2023 New
$0
$486,000 0.14% of portfolio
6,075
Q2 2025 Added 285.71%
$9.88B
$301,000 0.09% of portfolio
4,600
Q2 2025 Reduced 23.59%
$0
$181,000 0.05% of portfolio
4,675
Q2 2024 Reduced 29.17%
$0
$85,000 0.03% of portfolio
2,000
Q4 2023 New
$0
$54,000 0.02% of portfolio
1,050
Q2 2025 New
$0
$20,000 0.01% of portfolio
400
Q2 2025 New
$0
$19,000 0.01% of portfolio
45
Q2 2025 New
$0
$24,000 0.01% of portfolio
40
Q2 2025 New
$0
$42,000 0.01% of portfolio
1,000
Q2 2025 New
$0
$48,000 0.01% of portfolio
760
Q2 2025 New
$0
$41,000 0.01% of portfolio
675
Q2 2025 New
$0
$34,000 0.01% of portfolio
180
Q4 2023 New
$0
$1,000 0.0% of portfolio
35
Q2 2025 New
$0
$7,000 0.0% of portfolio
125
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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