DOSSIER · 13F-HR · Q1 2026

Access Investment Management LLC

$376M in tracked AUM across 157 positions as of Q1 2026.

AI
CIK 0002010477 · last filed Mar 31, 2026
Total AUM
$376M
as of Q1 2026
Holdings
157
positions
Whale Score
53
53
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Access Investment Management LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
JBL
JABIL INC
$31M117K8.3%
02
URI
UNITED RENTALS INC
$23M32K6.2%
03
SF
STIFEL FINL CORP
$16M214K4.2%
04
APO
APOLLO GLOBAL MGMT INC
$16M141K4.2%
05
SON
SONOCO PRODS CO
$16M290K4.2%
06
WLY
WILEY JOHN & SONS INC
$14M367K3.7%
07
C
CITIGROUP INC
$14M119K3.6%
08
EWBC
EAST WEST BANCORP INC
$13M126K3.6%
09
DFIN
DONNELLEY FINL SOLUTIONS INC
$11M234K2.9%
10
JPM
JPMORGAN CHASE & CO
$10M35K2.8%

Filing history

2026Q1Mar 31
$376M 0.9%
157 positionsView →
2025Q4Dec 31
$372M 0.0%
167 positionsView →
2025Q3Sep 30
$372M 6.0%
167 positionsView →
2025Q2Jun 30
$351M 1.8%
175 positionsLocked
2024Q4Dec 31
$345M 5.1%
99 positionsLocked
2024Q3Sep 30
$328M 6.7%
104 positionsLocked
2024Q2Jun 30
$308M 1.6%
103 positionsLocked
2024Q1Mar 31
$303M 12.9%
98 positionsLocked
2023Q4Dec 31
$268M
88 positionsLocked