StockDriftsStockDriftsTop 50 Access Investment Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| URI | UNITED RENTALS INC | 9.27% | 32.0K | $36.2M | +0.16%(+52) | $510.85(+127.01%) | 2026-06-30 | |
| WLY | WILEY JOHN & SONS INC | 4.55% | 366.0K | $17.8M | -0.14%(-526) | $36.53(+38.66%) | 2026-06-30 | |
| C | CITIGROUP INC | 4.3% | 120.1K | $16.8M | +0.79%(+936) | $48.07(+183.42%) | 2026-06-30 | |
| APO | APOLLO GLOBAL MGMT INC | 4.29% | 141.6K | $16.7M | +0.11%(+153) | $91.67(+46.97%) | 2026-06-30 | |
| JBL | JABIL INC | 4.23% | 42.9K | $16.5M | -63.31%(-74.04K) | $127.14(+179.77%) | 2026-06-30 | |
| SON | SONOCO PRODS CO | 4.22% | 292.2K | $16.5M | +0.81%(+2.35K) | $51.09(+12.40%) | 2026-06-30 | |
| EWBC | EAST WEST BANCORP INC | 4.18% | 126.6K | $16.3M | +0.27%(+346) | $62.80(+111.54%) | 2026-06-30 | |
| SF | STIFEL FINL CORP | 3.82% | 214.0K | $14.9M | +0.13%(+274) | $43.60(+93.40%) | 2026-06-30 | |
| DFIN | DONNELLEY FINL SOLUTIONS INC | 3.29% | 306.3K | $12.8M | +30.99%(+72.47K) | $55.16(-14.35%) | 2026-06-30 | |
| BAC | BANK OF AMER CORP | 3.06% | 210.1K | $12.0M | +0.00%(+0) | $30.53(+110.06%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (9 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +31.50% |
| Top 20 Holdings Unweighted | — | — | — | — | +23.51% |
Access Investment Management LLC reports $390.62M in US-listed equity holdings across 144 positions in its most recent 13F filing. Its largest disclosed positions are URI (9.3%), WLY (4.5%) and C (4.3%). The top 20 holdings account for 67.92% of reported assets. Its disclosed equity book has returned +31.50% cumulatively over 9 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Access Investment Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2010477). View Access Investment Management LLC’s 13F filings on SEC