Top 50 Access Investment Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JBL | JABIL INC | 8.27% | 117.0K | $31.1M | -4.84%(-5.95K) | $127.14(+186.58%) | 2026-03-31 | |
| URI | UNITED RENTALS INC | 6.19% | 31.9K | $23.3M | +0.03%(+8) | $510.18(+83.98%) | 2026-03-31 | |
| SF | STIFEL FINL CORP | 4.21% | 213.8K | $15.8M | +50.01%(+71.26K) | $43.56(+66.64%) | 2026-03-31 | |
| APO | APOLLO GLOBAL MGMT INC | 4.19% | 141.4K | $15.8M | -0.98%(-1.40K) | $91.64(+40.23%) | 2026-03-31 | |
| SON | SONOCO PRODS CO | 4.17% | 289.9K | $15.7M | +11.54%(+29.98K) | $51.06(-3.32%) | 2026-03-31 | |
| WLY | WILEY JOHN & SONS INC | 3.72% | 366.5K | $14.0M | +135.04%(+210.58K) | $36.53(+15.90%) | 2026-03-31 | |
| C | CITIGROUP INC | 3.6% | 119.2K | $13.5M | +0.08%(+90) | $47.47(+163.49%) | 2026-03-31 | |
| EWBC | EAST WEST BANCORP INC | 3.59% | 126.3K | $13.5M | -2.43%(-3.15K) | $62.66(+96.50%) | 2026-03-31 | |
| DFIN | DONNELLEY FINL SOLUTIONS INC | 2.93% | 233.8K | $11.0M | +6.46%(+14.19K) | $58.56(-33.41%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 2.76% | 35.3K | $10.4M | -22.34%(-10.14K) | $158.41(+93.41%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +5.03% | +15.86% |
| Top 20 Holdings Unweighted | +4.44% | +13.93% |
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