DOSSIER · 13F-HR · Q2 2026

Access Investment Management LLC

$391M in tracked AUM across 144 positions as of Q2 2026.

AI
CIK 0002010477 · last filed Jun 30, 2026
Total AUM
$391M
as of Q2 2026
Holdings
144
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Access Investment Management LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
URI
UNITED RENTALS INC
$36M32K9.3%
02
WLY
WILEY JOHN & SONS INC
$18M366K4.5%
03
C
CITIGROUP INC
$17M120K4.3%
04
APO
APOLLO GLOBAL MGMT INC
$17M142K4.3%
05
JBL
JABIL INC
$17M43K4.2%
06
SON
SONOCO PRODS CO
$16M292K4.2%
07
EWBC
EAST WEST BANCORP INC
$16M127K4.2%
08
SF
STIFEL FINL CORP
$15M214K3.8%
09
DFIN
DONNELLEY FINL SOLUTIONS INC
$13M306K3.3%
10
BAC
BANK OF AMER CORP
$12M210K3.1%

Filing history

2026Q2Jun 30
$391M 4.0%
144 positionsView →
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