ACCESS FINANCIAL SERVICES, INC.
CIK
1699622
City
MINNEAPOLIS
State / Country
MN
Top Portfolio Positions
43 positions ·
$47,702,617 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
10,951 | $4,053,731 | 8.50% | |
| AAPL |
Apple Inc.
Technology
|
9,753 | $2,475,213 | 5.19% | |
| VLO |
Valero Energy Corp/Tx
Energy
|
9,310 | $2,300,314 | 4.82% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
5,337 | $1,984,029 | 4.16% | |
| KO |
Coca Cola Co
Consumer Defensive
|
24,886 | $1,892,580 | 3.97% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
6,363 | $1,871,740 | 3.92% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
8,705 | $1,812,990 | 3.80% | |
| CBOE |
Cboe Global Markets, Inc.
Financial Services
|
6,183 | $1,737,855 | 3.64% | |
| BKR |
Baker Hughes Co
Energy
|
27,561 | $1,682,599 | 3.53% | |
| ABBV |
AbbVie Inc.
Healthcare
|
7,328 | $1,593,766 | 3.34% |
Portfolio Trend
Holdings in NMS
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2021-12-31 | $368,335 | 24,523 | Shares | Sole | 2022-01-14 | |
| 2022-03-31 | $394,662 | 26,523 | Shares | Sole | 2022-04-19 | |
| 2022-06-30 | $373,463 | 25,234 | Shares | Sole | 2022-07-20 | |
| 2022-09-30 | $309,676 | 25,742 | Shares | Sole | 2022-10-18 | |
| 2023-03-31 | $265,691 | 21,958 | Shares | Sole | 2023-04-24 | |
| 2025-09-30 | $277,026 | 23,260 | Shares | Sole | 2025-10-20 | |
| 2025-12-31 | $360,940 | 30,797 | Shares | Sole | 2026-01-21 | |
| 2026-03-31 | $375,415 | 30,797 | Shares | Sole | 2026-04-15 | |
| No 13F history on record for this holder in this stock. | ||||||