Access Investment Management Llc Portfolio Stock Holdings

Access Investment Management Llc disclosed 144 stock positions valued at approximately $390.6 million in its latest SEC 13F filing. The largest holdings include UNITED RENTALS INC, WILEY JOHN & SONS INC, and CITIGROUP INC. The filing reflects positions held as of June 30, 2026 and was filed on August 3, 2026.

Report Period
June 30, 2026
No. of Stocks
144
Portfolio Value
$390.6M
Holdings by Sector
Access Investment Management Llc Portfolio Holdings in Q2 2026

139 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
UNITED RENTALS INCURIIndustrials9.27%31,974+31,974+100.00%$36,223,025
WILEY JOHN & SONS INCWLYCommunication Services4.55%365,994+365,994+100.00%$17,754,369
CITIGROUP INCCFinancial Services4.30%120,118+120,118+100.00%$16,811,716
APOLLO GLOBAL MGMT INCAPOFinancial Services4.29%141,562+141,562+100.00%$16,748,201
JABIL INCJBLTechnology4.23%42,911+42,911+100.00%$16,541,333
SONOCO PRODS COSONConsumer Cyclical4.22%292,209+292,209+100.00%$16,465,978
EAST WEST BANCORP INCEWBCFinancial Services4.18%126,596+126,596+100.00%$16,342,278
STIFEL FINL CORPSFFinancial Services3.82%214,024+214,024+100.00%$14,932,455
DONNELLEY FINL SOLUTIONS INCDFINTechnology3.29%306,305+306,305+100.00%$12,849,495
BANK OF AMER CORPBACFinancial Services3.06%210,075+210,075+100.00%$11,970,074
JPMORGAN CHASE & COJPMFinancial Services2.95%35,250+35,250+100.00%$11,538,383
CUSTOMERS BANCORP INCCUBIFinancial Services2.85%140,549+140,549+100.00%$11,117,426
LKQ CORPLKQConsumer Cyclical2.47%366,949+366,949+100.00%$9,661,768
FIFTH THIRD BANCORPFITBFinancial Services2.21%153,100+153,100+100.00%$8,630,247
GENPACT LIMITEDGOther2.20%312,002+312,002+100.00%$8,580,055
VANGUARD INTL EQUITY INDEX FVPLOther2.16%72,801+72,801+100.00%$8,422,348
PVH CORPORATIONPVHConsumer Cyclical2.06%108,275+108,275+100.00%$8,040,502
SALLY BEAUTY HLDGS INCSBHConsumer Cyclical2.05%566,724+566,724+100.00%$8,013,478
LA Z BOY INCLZBConsumer Cyclical1.90%185,104+185,104+100.00%$7,426,373
INTEGRA LIFESCIENCES HLDGS CIARTHealthcare1.86%405,002+405,002+100.00%$7,273,836
LIQUIDITY SVCS INCLQDTConsumer Cyclical1.81%180,926+180,926+100.00%$7,077,826
LINCOLN NATL CORP INDLNCFinancial Services1.78%196,500+196,500+100.00%$6,946,275
AGNICO EAGLE MINES LTDAEMBasic Materials1.59%40,000+40,000+100.00%$6,205,200
OMNICOM GROUP INCOMCCommunication Services1.51%81,190+81,190+100.00%$5,913,068
ABERCROMBIE & FITCH COANFConsumer Cyclical1.40%60,670+60,670+100.00%$5,460,907
ISHARES TRIDVOther1.34%126,513+126,513+100.00%$5,241,434
LADDER CAP CORPLADRReal Estate1.23%483,446+483,446+100.00%$4,810,287
RAYMOND JAMES FINL INCRJFFinancial Services1.17%29,960+29,960+100.00%$4,554,819
ISHARES TRIJSOther1.15%32,764+32,764+100.00%$4,478,184
OPEN TEXT CORPOTEXTechnology1.13%200,096+200,096+100.00%$4,432,127
EPAM SYS INCEPAMTechnology1.04%51,215+51,215+100.00%$4,063,911
BALL CORPBALLConsumer Cyclical0.94%59,057+59,057+100.00%$3,685,157
VANGUARD INDEX FDSVBROther0.93%15,000+15,000+100.00%$3,644,850
DXC TECHNOLOGY CODXCTechnology0.88%390,000+390,000+100.00%$3,451,500
COGNIZANT TECHNOLOGY SOLUTIOCTSHTechnology0.85%85,515+85,515+100.00%$3,311,996
KFORCE INCKFRCIndustrials0.79%66,164+66,164+100.00%$3,104,415
VANGUARD WHITEHALL FDSVYMIOther0.76%30,237+30,237+100.00%$2,969,274
WINTRUST FINL CORPWTFCFinancial Services0.76%18,402+18,402+100.00%$2,957,570
TURNING PT BRANDS INCTPBConsumer Defensive0.71%32,592+32,592+100.00%$2,764,128
FIRST WATCH RESTAURANT GROUPFWRGConsumer Cyclical0.70%212,719+212,719+100.00%$2,741,948
ON SEMICONDUCTOR CORPONTechnology0.65%27,000+27,000+100.00%$2,552,580
COLUMBIA BKG SYS INCCOLBFinancial Services0.63%76,554+76,554+100.00%$2,453,556
FIRST HORIZON CORPORATIONFHNFinancial Services0.60%91,384+91,384+100.00%$2,343,086
MYERS INDS INCMYEConsumer Cyclical0.49%53,674+53,674+100.00%$1,895,229
FORTUNE BRANDS INNOVATIONS IFBINIndustrials0.36%25,533+25,533+100.00%$1,401,762
CATHAY GEN BANCORPCATYFinancial Services0.34%21,261+21,261+100.00%$1,317,970
JOHNSON & JOHNSONJNJHealthcare0.33%5,044+5,044+100.00%$1,281,025
SPROUTS FMRS MKT INCSFMConsumer Defensive0.31%14,524+14,524+100.00%$1,228,440
BRITISH AMERN TOB PLCBTIConsumer Defensive0.31%19,769+19,769+100.00%$1,220,934
SMURFIT WESTROCK PLCSWOther0.30%25,675+25,675+100.00%$1,187,726
RITHM CAPITAL CORPRITMReal Estate0.28%117,000+117,000+100.00%$1,098,630
BROWN & BROWN INCBROFinancial Services0.26%15,996+15,996+100.00%$1,026,144
UNITED PARCEL SVCS INCUPSIndustrials0.25%9,070+9,070+100.00%$975,025
NEWMARK GROUP INCNMRKReal Estate0.22%57,598+57,598+100.00%$870,306
REPUBLIC SVCS INCRSGIndustrials0.22%4,000+4,000+100.00%$852,320
WORLD GOLD TRGLDMOther0.18%8,759+8,759+100.00%$695,640
LEAR CORPLEAConsumer Cyclical0.17%5,000+5,000+100.00%$670,300
WHIRLPOOL CORPWHRConsumer Cyclical0.16%16,000+16,000+100.00%$630,720
DISNEY WALT CODISCommunication Services0.16%6,527+6,527+100.00%$628,224
HERCULES CAPITAL INCHTGCFinancial Services0.15%38,200+38,200+100.00%$602,414
US BANCORPUSBFinancial Services0.15%9,807+9,807+100.00%$592,343
ARES CAPITAL CORPARCCFinancial Services0.15%30,675+30,675+100.00%$568,408
COCA-COLA EUROPACIFIC PARTNEG25839104Other0.14%5,500+5,500+100.00%$550,385
ALEXANDRIA REAL ESTATE EQ INAREReal Estate0.14%10,200+10,200+100.00%$539,070
CARDINAL HEALTH INCCAHHealthcare0.13%2,157+2,157+100.00%$512,417
IQVIA HLDGS INCIQVHealthcare0.13%2,563+2,563+100.00%$495,223
LULULEMON ATHLETICA INCLULUConsumer Cyclical0.12%4,062+4,062+100.00%$463,800
ARES COML REAL ESTATE CORPACREReal Estate0.12%101,200+101,200+100.00%$455,400
PERRIGO CO PLCG97822103Other0.11%42,500+42,500+100.00%$441,575
CASELLA WASTE SYS INCCWSTIndustrials0.11%4,500+4,500+100.00%$436,365
HEALTHPEAK PROPERTIES INCDOCReal Estate0.11%19,233+19,233+100.00%$411,587
TOWNSQUARE MEDIA INCTSQCommunication Services0.10%53,875+53,875+100.00%$380,897
VANGUARD SCOTTSDALE FDSVONEOther0.06%642+642+100.00%$217,459
JERASH HLDGS US INCJRSHConsumer Cyclical0.06%45,050+45,050+100.00%$216,691
INVESCO EXCH TRADED FD TR IIPDNOther0.05%4,675+4,675+100.00%$210,298
APPLE INCAAPLTechnology0.05%665+665+100.00%$192,425
MCDONALDS CORPMCDConsumer Cyclical0.04%650+650+100.00%$175,702
MICROSOFT CORPMSFTTechnology0.04%410+410+100.00%$152,939
ALPHABET INCGOOGLCommunication Services0.03%330+330+100.00%$117,933
SCHWAB STRATEGIC TRSCHCOther0.02%2,000+2,000+100.00%$96,240
ANALOG DEVICES INCADITechnology0.02%189+189+100.00%$75,066
HOME DEPOT INCHDConsumer Cyclical0.02%200+200+100.00%$70,536
SPDR SERIES TRUSTSPYVOther0.02%1,050+1,050+100.00%$63,830
MORGAN STANLEYMSFinancial Services0.02%303+303+100.00%$63,340
VISA INCVFinancial Services0.02%178+178+100.00%$61,071
ABBVIE INCABBVHealthcare0.02%238+238+100.00%$59,891
PROCTER & GAMBLE COPGConsumer Defensive0.02%400+400+100.00%$58,656
ISHARES TRDGROOther0.01%760+760+100.00%$57,601
ISHARES INCEWWOther0.01%754+754+100.00%$56,754
ISHARES TRIJHOther0.01%675+675+100.00%$52,050
AMAZON COM INCAMZNConsumer Cyclical0.01%213+213+100.00%$50,767
CHUBB LIMITEDCBFinancial Services0.01%142+142+100.00%$48,386
NVIDIA CORPORATIONNVDATechnology0.01%240+240+100.00%$48,022
SPDR SERIES TRUSTSPYDOther0.01%1,000+1,000+100.00%$47,710
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive0.01%50+50+100.00%$46,774
PERMIAN BASIN RTY TRPBTEnergy0.01%1,800+1,800+100.00%$45,072
ISHARES TRIWDOther0.01%180+180+100.00%$43,638
META PLATFORMS INCMETACommunication Services0.01%75+75+100.00%$42,247
GENERAL DYNAMICS CORPGDIndustrials0.01%119+119+100.00%$42,155
MCKESSON CORPMCKHealthcare0.01%55+55+100.00%$41,558