Access Investment Management LLC

CIK
2010477
City
ATLANTA
State / Country
GA

Top Portfolio Positions

135 positions · $353,170,172 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
JBL
Jabil Inc
116,955 $31,066,756 8.80%
URI
United Rentals, Inc.
31,922 $23,257,092 6.59%
SF
Stifel Financial Corp
Financial Services
213,750 $15,800,400 4.47%
APO
Apollo Global Management, Inc.
Financial Services
141,409 $15,755,790 4.46%
SON
Sonoco Products Co
Consumer Cyclical
289,855 $15,678,256 4.44%
WLY
John Wiley & Sons, Inc.
366,520 $13,964,412 3.95%
C
Citigroup Inc
Financial Services
119,182 $13,516,430 3.83%
EWBC
East West Bancorp Inc
126,250 $13,478,450 3.82%
DFIN
Donnelley Financial Solutions, Inc.
Technology
233,835 $11,022,981 3.12%
JPM
Jpmorgan Chase & Co
Financial Services
35,250 $10,369,140 2.94%

Holdings in COST

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Report Date Value (USD) Shares
2026-03-31 $49,821 50