Access Investment Management LLC
Top Portfolio Positions
135 positions ·
$353,170,172 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| JBL |
Jabil Inc
Technology
|
116,955 | $31,066,756 | 8.80% | |
| URI |
United Rentals, Inc.
Industrials
|
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.
Communication Services
|
366,520 | $13,964,412 | 3.95% | |
| C |
Citigroup Inc
Financial Services
|
119,182 | $13,516,430 | 3.83% | |
| EWBC |
East West Bancorp Inc
Financial Services
|
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% |
Portfolio Trend
Holdings in IART
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,033,839 | 640,535 | Shares | Sole | 2026-05-22 | |
| 2025-12-31 | $4,625,829 | 372,450 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $5,337,208 | 372,450 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $5,348,124 | 435,870 | Shares | Sole | 2025-08-05 | |
| 2024-12-31 | $4,416,136 | 194,715 | Shares | Sole | 2025-02-04 | |
| No 13F history on record for this holder in this stock. | ||||||