ACCESS FINANCIAL SERVICES, INC.
Top Portfolio Positions
44 positions ·
$49,310,812 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
10,951 | $4,053,731 | 8.22% | |
| AAPL |
Apple Inc.
Technology
|
9,753 | $2,475,213 | 5.02% | |
| VLO |
Valero Energy Corp/Tx
Energy
|
9,310 | $2,300,314 | 4.66% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
5,337 | $1,984,029 | 4.02% | |
| KO |
Coca Cola Co
Consumer Defensive
|
24,886 | $1,892,580 | 3.84% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
6,363 | $1,871,740 | 3.80% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
8,705 | $1,812,990 | 3.68% | |
| CBOE |
Cboe Global Markets, Inc.
Financial Services
|
6,183 | $1,737,855 | 3.52% | |
| BKR |
Baker Hughes Co
Energy
|
27,561 | $1,682,599 | 3.41% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
3,356 | $1,608,195 | 3.26% |
Portfolio Trend
25 quarters · across all stocks
Holdings in NXP
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $853,050 | 59,446 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $838,188 | 59,446 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $859,589 | 59,446 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $828,261 | 58,951 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,541,556 | 107,276 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,632,730 | 107,771 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,628,419 | 107,771 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,561,601 | 107,771 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,570,653 | 108,771 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,623,154 | 109,821 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,462,946 | 109,996 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $1,585,042 | 109,996 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,608,386 | 112,396 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $1,719,846 | 123,641 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,666,003 | 127,761 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $1,749,048 | 127,761 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $1,854,413 | 128,511 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $2,053,605 | 128,511 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $2,307,473 | 132,766 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $2,468,711 | 134,976 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $2,394,533 | 137,696 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $2,585,289 | 145,241 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $3,120,278 | 186,955 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $2,722,204 | 173,610 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $2,662,189 | 177,835 | Shares | Sole | 2020-04-16 | |
| No 13F history on record for this holder in this stock. | ||||||