Latest Access Investment Management LLC Stock Portfolio
About Access Investment Management LLC and 13F Hedge Fund Stock Holdings
On 2026-02-02, the fund reported it's updated stock portfolio. In the 13F Holdings report, Access Investment Management LLC reported an equity portfolio of $372.2 Millions as of 31 Dec, 2025.
The top stock holdings of Access Investment Management LLC are URI, JBL, . The fund has invested 8.2% of it's portfolio in UNITED RENTALS INC and 7.2% of portfolio in JABIL INC.
The top stock holdings of Access Investment Management LLC are URI, JBL, . The fund has invested 8.2% of it's portfolio in UNITED RENTALS INC and 7.2% of portfolio in JABIL INC.
Access Investment Management LLC Annual Return Estimates Vs S&P 500
- Performance
New Buys
Additions
Reductions
Sold off
Sector Distribution
- Financial Services
- Others
- Technology
- Consumer Cyclical
- Industrials
- Healthcare
- Communication Services
- Real Estate
- Consumer Defensive
| Sector | % |
|---|---|
| Financial Services | 30.6 |
| Others | 18.5 |
| Technology | 16 |
| Consumer Cyclical | 13.1 |
| Industrials | 9.8 |
| Healthcare | 4.8 |
| Communication Services | 2.8 |
| Real Estate | 2.4 |
| Consumer Defensive | 2 |
Market Cap. Distribution
- LARGE-CAP
- MID-CAP
- UNALLOCATED
- SMALL-CAP
- MEGA-CAP
| Category | % |
|---|---|
| LARGE-CAP | 31.9 |
| MID-CAP | 24.4 |
| UNALLOCATED | 18.5 |
| SMALL-CAP | 16.7 |
| MEGA-CAP | 7.5 |
Stocks belong to which Index?
- Others
- S&P 500
- RUSSELL 2000
| Index | % |
|---|---|
| Others | 50 |
| S&P 500 | 31.7 |
| RUSSELL 2000 | 18.3 |
| Top 5 Winners (%) | % | |
|---|---|---|
| Top 5 Winners ($) | $ | |
|---|---|---|
| Top 5 Losers (%) | % | |
|---|---|---|
| Top 5 Losers ($) | $ | |
|---|---|---|
Access Investment Management LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Access Investment Management LLC
Last Reported on: 02 Feb, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.07 | 1,073 | 273,218 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 1.04 | 105,555 | 3,858,040 | unchanged | 0.00 | ||
| ABBV | abbvie inc | 0.01 | 238 | 55,107 | unchanged | 0.00 | ||
| ABT | abbott labs | 0.01 | 320 | 42,861 | unchanged | 0.00 | ||
| ACFN | acorn energy inc | 0.01 | 880 | 25,168 | unchanged | 0.00 | ||
| ACRE | ares coml real estate corp | 0.10 | 85,700 | 386,507 | unchanged | 0.00 | ||
| ACWF | ishares tr | 0.01 | 760 | 51,741 | unchanged | 0.00 | ||
| ACWV | ishares inc | 0.00 | 195 | 13,301 | unchanged | 0.00 | ||
| ADI | analog devices inc | 0.01 | 189 | 46,438 | unchanged | 0.00 | ||
| ADP | automatic data processing in | 0.00 | 44.00 | 12,914 | unchanged | 0.00 | ||
| ADSK | autodesk inc | 0.01 | 90.00 | 28,591 | unchanged | 0.00 | ||
| AEP | american elec pwr co inc | 0.00 | 56.00 | 6,300 | unchanged | 0.00 | ||
| AIB | midcap financial invstmnt co | 0.01 | 4,000 | 47,960 | unchanged | 0.00 | ||
| AMZN | amazon com inc | 0.02 | 338 | 74,215 | unchanged | 0.00 | ||
| AON | aon plc | 0.01 | 62.00 | 22,108 | unchanged | 0.00 | ||
| ARE | alexandria real estate eq in | 0.24 | 10,800 | 900,072 | unchanged | 0.00 | ||
| AVGO | broadcom inc | 0.00 | 55.00 | 18,146 | unchanged | 0.00 | ||
| AVT | avnet inc | 1.54 | 110,000 | 5,750,800 | unchanged | 0.00 | ||
| AXP | american express co | 0.01 | 82.00 | 27,238 | unchanged | 0.00 | ||
| BABA | alibaba group hldg ltd | 0.00 | 62.00 | 11,082 | unchanged | 0.00 | ||