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CIK: 0002010477
Total reported value
$390.6M
$390.6M
175 檔
26.0%
During the Q2 2025 filing period, Access Investment Management LLC (CIK: 0002010477) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $390.6M across 175 reported positions.
During Q2 2025, Access Investment Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JBL | Jabil Inc | Stock-Tech | 7.93% | -4.04% | -9.74% | |
| 2 | URI | United Rentals Inc | Stock-Industrials | 6.84% | +3.08% | +0.17% | |
| 3 | APO | Apollo Global Management Inc | Stock-Financials | 5.76% | +0.10% | +0.13% | |
| 4 | SF | Stifel Financial CORP | Stock-Financials | 4.21% | -0.39% | +0.05% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.16% | +0.19% | +0.78% | |
| 6 | SW | Smurfit Westrock Plc | Stock-Consumer Disc | 4.00% | -1.25% | +0.26% | |
| 7 | DFIN | Donnelley Financial Solution | Stock-Other | 3.85% | +0.36% | +0.19% | |
| 8 | EWBC | East West Bancorp Inc | Stock-Financials | 3.71% | +0.59% | +0.32% | |
| 9 | SON | Sonoco Products Co | Stock-Consumer Disc | 3.00% | +0.05% | +28.98% | |
| 10 | C | Citigroup Inc | Stock-Financials | 2.88% | +0.70% | +3.18% | |
| 11 | BAC | Bank Of America CORP | Stock-Financials | 2.83% | +0.33% | +0.04% | |
| 12 | G | Genpact Limited | Stock-Tech | 2.68% | -0.30% | +0.35% | |
| 13 | LKQ | Lkq CORP | Stock-Consumer Disc | 2.61% | +0.78% | +80.00% | |
| 14 | PRGO | Perrigo Company plc | Stock-Healthcare | 2.54% | -0.01% | +7.57% | |
| 15 | WHR | Whirlpool CORP | Stock-Consumer Disc | 2.22% | -0.09% | -29.94% | |
| 16 | ON | On Semiconductor | Stock-Tech | 2.06% | -1.63% | +0.15% | |
| 17 | LNC | Lincoln National CORP | Stock-Financials | 1.94% | -0.08% | — | |
| 18 | CUBI | Customers Bancorp Inc | Stock-Other | 1.91% | +0.26% | +21.45% | |
| 19 | TPB | Turning Point Brands Inc | Stock-Other | 1.80% | -0.04% | -31.65% | |
| 20 | FITB | Fifth Third Bancorp | Stock-Financials | 1.79% | +0.32% | — | |
| 21 | AVT | Avnet Inc | Stock-Tech | 1.66% | -1.31% | EXIT | |
| 22 | OTEX | Open Text CORP | Stock-Other | 1.66% | -0.77% | +0.45% | |
| 23 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 1.59% | +0.38% | +5.99% | |
| 24 | IART | Integra Lifesciences Holding | Stock-Other | 1.52% | +0.25% | +123.85% | |
| 25 | SBH | Sally Beauty Holdings Inc | Stock-Other | 1.48% | -0.03% | +85.06% | |
| 26 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.39% | -0.56% | EXIT | |
| 27 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 1.35% | -0.57% | -50.90% | |
| 28 | RJF | Raymond James Financial Inc | Stock-Financials | 1.28% | +0.02% | +1.00% | |
| 29 | WLY | Wiley (john) & Sons-class A | Stock-Other | 1.13% | +0.83% | +32.61% | |
| 30 | LADR | Ladder Capital Corp-reit | Stock-Other | 1.05% | -0.03% | +21.01% | |
| 31 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.99% | +0.12% | +1.11% | |
| 32 | IDV | Ishares International Select | ETF-Other | 0.95% | +0.13% | +28.04% | |
| 33 | LZB | La-z-boy Inc | Stock-Other | 0.95% | +0.32% | -15.50% | |
| 34 | LQDT | Liquidity Services Inc | Stock-Other | 0.94% | +0.18% | +69.59% | |
| 35 | JACK | Jack In THE Box Inc | Stock-Other | 0.91% | -0.08% | EXIT | |
| 36 | TSQ | Townsquare Media Inc - Cl A | Stock-Other | 0.90% | -0.09% | +0.26% | |
| 37 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.83% | +0.06% | — | |
| 38 | DAR | Darling Ingredients Inc | Stock-Consumer Staples | 0.80% | — | -56.15% | |
| 39 | WTFC | Wintrust Financial CORP | Stock-Financials | 0.64% | +0.08% | +1.09% | |
| 40 | MYE | Myers Industries Inc | Stock-Other | 0.61% | +0.19% | +33.48% | |
| 41 | UTHR | United Therapeutics CORP | Stock-Healthcare | 0.61% | -0.34% | EXIT | |
| 42 | FHN | First Horizon CORP | Stock-Financials | 0.54% | +0.05% | +1.13% | |
| 43 | KFRC | Kforce Inc | Stock-Other | 0.43% | +0.28% | +1.13% | |
| 44 | RITM | Rithm Capital CORP | Stock-Real Estate | 0.41% | -0.04% | — | |
| 45 | RSG | Republic Services Inc | Stock-Industrials | 0.39% | -0.01% | — | |
| 46 | ALSN | Allison Transmission Holding | Stock-Consumer Disc | 0.38% | — | -35.77% | |
| 47 | ARCC | Ares Capital CORP | Stock-Financials | 0.36% | — | — | |
| 48 | CMCO | Columbus Mckinnon Corp/ny | Stock-Other | 0.36% | -0.32% | EXIT | |
| 49 | BRO | Brown & Brown Inc | Stock-Financials | 0.32% | +0.09% | -60.00% | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.29% | -0.02% | +10.44% |
According to official SEC Form 13F filings, Access Investment Management LLC reported a total U.S. public equity portfolio value of $390.6M across 175 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including JBL, URI, APO) accounted for 26.0% of total reported equity market value during Q2 2025.
During Q2 2025, Access Investment Management LLC's top holdings by market value included JBL (7.9%)、URI (6.8%)、APO (5.8%). The largest single position, JBL, represented 7.9% of total portfolio value.
In Q2 2025, Access Investment Management LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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