Access Investment Management LLC Portfolio Holdings

Access Investment Management LLC

  • $357 Million
  • Q3 2025

Access Investment Management LLC has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $357 Million distributed in 167 stocks.

Among their holdings, we can observe that their the top five positions include companies like: United Rentals, Inc. with a value of $30.5M, Jabil Inc with a value of $26.7M, Apollo Global Management, Inc. with a value of $19M, Stifel Financial Corp with a value of $16.2M, and Jpmorgan Chase & CO with a value of $14.3M.

Examining the 13F form we can see an increase of $20.9M in the current position value, from $336M to 357M.

Access Investment Management LLC is based out at Atlanta, GA

Below you can find more details about Access Investment Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $357 Million
Financial Services: $135 Million
Technology: $59.3 Million
Consumer Cyclical: $48.9 Million
Industrials: $36.3 Million
ETFs: $19.7 Million
Healthcare: $18 Million
Communication Services: $15.9 Million
Consumer Defensive: $8.7 Million
Other: $15.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$22.8B
$937,000 0.26% of portfolio
10,000
Q2 2025 Reduced 60.0%
$8.3B
$900,000 0.25% of portfolio
10,800
Q3 2025 Reduced 21.25%
$79.6M
$891,000 0.25% of portfolio
119,475
Q3 2025 Reduced 0.3%
$100B
$853,000 0.24% of portfolio
14,000
Q3 2024 Reduced 5.41%
$315M
$819,000 0.23% of portfolio
41,455
Q3 2025 Reduced 77.43%
$193B
$747,000 0.21% of portfolio
6,527
Q2 2025 Added 5.0%
$123B
$753,000 0.21% of portfolio
14,195
Q3 2025 Added 13.61%
$2.98B
$721,000 0.2% of portfolio
35,982
Q4 2024 Reduced 60.02%
$2.24B
$722,000 0.2% of portfolio
38,200
Q4 2023 New
$68.7B
$710,000 0.2% of portfolio
8,500
Q3 2025 Added 8.42%
$41.3B
$497,000 0.14% of portfolio
5,500
Q4 2023 New
$6.3B
$503,000 0.14% of portfolio
5,000
Q4 2024 Reduced 82.76%
$4.52B
$426,000 0.12% of portfolio
4,500
Q3 2024 Reduced 50.0%
$41B
$400,000 0.11% of portfolio
2,110
Q3 2025 New
$268M
$386,000 0.11% of portfolio
85,700
Q2 2024 Added 15.5%
$37.6B
$360,000 0.1% of portfolio
5,370
Q3 2025 New
$10.2B
$324,000 0.09% of portfolio
17,095
Q3 2025 New
$0
$336,000 0.09% of portfolio
54,300
Q1 2024 New
$20.9B
$272,000 0.08% of portfolio
1,530
Q3 2025 New
$14.7B
$296,000 0.08% of portfolio
3,635
Q3 2025 New
$4.3T
$273,000 0.08% of portfolio
1,073
Q2 2025 Added 157.31%
$3.78T
$237,000 0.07% of portfolio
459
Q3 2025 Reduced 29.28%
$53.8B
$245,000 0.07% of portfolio
1,564
Q3 2025 Added 7.12%
$224B
$212,000 0.06% of portfolio
700
Q2 2025 Added 7.69%
$0
$192,000 0.05% of portfolio
4,675
Q2 2024 Reduced 29.17%
$40.7M
$150,000 0.04% of portfolio
45,410
Q3 2025 Reduced 4.0%
$367B
$146,000 0.04% of portfolio
361
Q3 2025 Reduced 34.48%
$1.37T
$106,000 0.03% of portfolio
145
Q2 2025 New
$0
$91,000 0.03% of portfolio
2,000
Q4 2023 New
$0
$58,000 0.02% of portfolio
1,050
Q2 2025 New
$69.4B
$69,000 0.02% of portfolio
851
Q1 2024 New
$414B
$55,000 0.02% of portfolio
238
Q2 2025 New
$346B
$67,000 0.02% of portfolio
437
Q3 2025 Reduced 22.24%
$953M
$73,000 0.02% of portfolio
4,000
Q3 2025 Reduced 22.75%
$49.1B
$74,000 0.02% of portfolio
62
Q2 2025 New
$593B
$54,000 0.02% of portfolio
195
Q3 2025 Reduced 25.57%
$465B
$82,000 0.02% of portfolio
440
Q3 2025 Reduced 31.25%
$490B
$61,000 0.02% of portfolio
542
Q2 2025 New
$1.65T
$88,000 0.02% of portfolio
362
Q2 2025 New
$0
$74,000 0.02% of portfolio
248
Q3 2025 New
$132B
$72,000 0.02% of portfolio
346
Q2 2025 Added 25.82%
$2.39T
$74,000 0.02% of portfolio
338
Q2 2025 New
$533B
$60,000 0.02% of portfolio
178
Q2 2025 New
$72.4B
$22,000 0.01% of portfolio
62
Q2 2025 New
$132B
$47,000 0.01% of portfolio
191
Q2 2025 New
$111B
$23,000 0.01% of portfolio
60
Q2 2025 New
$74.3B
$18,000 0.01% of portfolio
92
Q2 2025 New
$279B
$26,000 0.01% of portfolio
261
Q2 2025 New
$94.5B
$40,000 0.01% of portfolio
119
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 167
  • Current Value $357 Million
  • Prior Value $336 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 04, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 10 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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