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
$31B
$27.9 Million 8.28% of portfolio
127,765
Q2 2025 Reduced 9.74%
$63.6B
$24 Million 7.14% of portfolio
31,883
Q2 2025 Added 0.17%
$86.8B
$20.2 Million 6.02% of portfolio
142,667
Q2 2025 Added 0.13%
$12.1B
$14.8 Million 4.4% of portfolio
142,472
Q2 2025 Added 0.05%
$859B
$14.6 Million 4.34% of portfolio
50,392
Q2 2025 Added 0.78%
$1.67B
$13.5 Million 4.02% of portfolio
219,270
Q2 2025 Added 0.19%
$14.4B
$13 Million 3.87% of portfolio
129,025
Q2 2025 Added 0.32%
$4.43B
$10.5 Million 3.14% of portfolio
242,190
Q2 2025 Added 28.98%
$185B
$10.1 Million 3.0% of portfolio
118,652
Q2 2025 Added 3.18%
$381B
$9.94 Million 2.96% of portfolio
210,075
Q2 2025 Added 0.04%
$7.95B
$9.42 Million 2.8% of portfolio
214,115
Q2 2025 Added 0.35%
$8.14B
$9.18 Million 2.73% of portfolio
248,030
Q2 2025 Added 80.0%
$3.1B
$8.93 Million 2.66% of portfolio
334,245
Q2 2025 Added 7.57%
$4.67B
$7.8 Million 2.32% of portfolio
76,870
Q2 2025 Reduced 29.94%
$21.7B
$7.25 Million 2.16% of portfolio
138,315
Q2 2025 Added 0.15%
$6.76B
$6.8 Million 2.02% of portfolio
196,500
Q4 2024 Reduced 2.48%
$1.74B
$6.32 Million 1.88% of portfolio
83,475
Q2 2025 Reduced 31.65%
$29B
$6.3 Million 1.87% of portfolio
153,100
Q4 2023 New
$4.97B
$5.84 Million 1.74% of portfolio
110,000
Q4 2023 New
$7.85B
$5.82 Million 1.73% of portfolio
199,245
Q2 2025 Added 0.45%
$0
$5.6 Million 1.66% of portfolio
68,145
Q2 2025 Added 5.99%
$1.15B
$5.35 Million 1.59% of portfolio
435,870
Q2 2025 Added 123.85%
$1.35B
$5.21 Million 1.55% of portfolio
562,305
Q2 2025 Added 85.06%
$141B
$4.89 Million 1.45% of portfolio
137,005
Q2 2025 Added 214.48%
$61.6B
$4.76 Million 1.41% of portfolio
40,000
Q2 2025 Reduced 50.9%
$36.2B
$4.5 Million 1.34% of portfolio
29,341
Q2 2025 Added 1.0%
$1.84B
$3.98 Million 1.18% of portfolio
89,280
Q2 2025 Added 32.61%
$1.42B
$3.7 Million 1.1% of portfolio
343,754
Q2 2025 Added 21.01%
$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%
$1.64B
$3.35 Million 0.99% of portfolio
90,020
Q2 2025 Reduced 15.5%
$889M
$3.31 Million 0.98% of portfolio
140,470
Q2 2025 Added 69.59%
$351M
$3.21 Million 0.95% of portfolio
183,710
Q2 2025 Added 477.7%
$90.4M
$3.16 Million 0.94% of portfolio
399,490
Q2 2025 Added 0.26%
$0
$2.93 Million 0.87% of portfolio
15,000
Q4 2023 New
$4.99B
$2.79 Million 0.83% of portfolio
73,615
Q2 2025 Reduced 56.15%
$7.74B
$2.24 Million 0.67% of portfolio
18,050
Q2 2025 Added 1.09%
$603M
$2.15 Million 0.64% of portfolio
148,580
Q2 2025 Added 33.48%
$13.7B
$2.14 Million 0.64% of portfolio
7,455
Q2 2025 Added 1.64%
$11.8B
$1.9 Million 0.56% of portfolio
89,490
Q2 2025 Added 1.13%
$678M
$1.52 Million 0.45% of portfolio
37,020
Q2 2025 Added 1.13%
$73.8B
$1.36 Million 0.4% of portfolio
5,500
Q4 2023 New
$8.78B
$1.34 Million 0.4% of portfolio
14,105
Q2 2025 Reduced 35.77%
$0
$1.27 Million 0.38% of portfolio
57,675
Q4 2023 New
$412M
$1.26 Million 0.37% of portfolio
82,215
Q2 2025 Reduced 5.39%
$26.8B
$1.11 Million 0.33% of portfolio
10,000
Q2 2025 Reduced 60.0%
$12B
$996,000 0.3% of portfolio
13,715
Q2 2025 New
$452B
$1.02 Million 0.3% of portfolio
6,653
Q2 2025 Added 10.44%
$3.49B
$951,000 0.28% of portfolio
20,890
Q2 2025 Added 1.14%

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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