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CIK: 0002010477
Total reported value
$390.6M
$390.6M
167 檔
27.3%
According to the latest 13F quarterly dataset, Access Investment Management LLC managed an equity portfolio of $390.6M at the end of Q3 2025, spanning 167 distinct U.S. exchange-listed positions.
During Q3 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 | URI | United Rentals Inc | Stock-Industrials | 8.19% | +3.08% | +0.10% | |
| 2 | JBL | Jabil Inc | Stock-Tech | 7.17% | -4.04% | -3.81% | |
| 3 | APO | Apollo Global Management Inc | Stock-Financials | 5.11% | +0.10% | +0.10% | |
| 4 | SF | Stifel Financial CORP | Stock-Financials | 4.34% | -0.39% | +0.01% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.85% | +0.19% | -9.92% | |
| 6 | SW | Smurfit Westrock Plc | Stock-Consumer Disc | 3.79% | -1.25% | +1.78% | |
| 7 | EWBC | East West Bancorp Inc | Stock-Financials | 3.70% | +0.59% | +0.29% | |
| 8 | C | Citigroup Inc | Stock-Financials | 3.25% | +0.70% | +0.37% | |
| 9 | DFIN | Donnelley Financial Solution | Stock-Other | 3.04% | +0.36% | +0.17% | |
| 10 | SON | Sonoco Products Co | Stock-Consumer Disc | 3.01% | +0.05% | +7.30% | |
| 11 | BAC | Bank Of America CORP | Stock-Financials | 2.91% | +0.33% | — | |
| 12 | G | Genpact Limited | Stock-Tech | 2.78% | -0.30% | +15.25% | |
| 13 | SBH | Sally Beauty Holdings Inc | Stock-Other | 2.47% | -0.03% | +0.31% | |
| 14 | CUBI | Customers Bancorp Inc | Stock-Other | 2.33% | +0.26% | +15.73% | |
| 15 | LNC | Lincoln National CORP | Stock-Financials | 2.13% | -0.08% | — | |
| 16 | OTEX | Open Text CORP | Stock-Other | 2.01% | -0.77% | +0.30% | |
| 17 | PRGO | Perrigo Company plc | Stock-Healthcare | 2.00% | -0.01% | +0.21% | |
| 18 | TPB | Turning Point Brands Inc | Stock-Other | 1.95% | -0.04% | -11.84% | |
| 19 | ON | On Semiconductor | Stock-Tech | 1.83% | -1.63% | +0.13% | |
| 20 | FITB | Fifth Third Bancorp | Stock-Financials | 1.83% | +0.32% | — | |
| 21 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 1.81% | -0.57% | — | |
| 22 | WLY | Wiley (john) & Sons-class A | Stock-Other | 1.70% | +0.83% | +74.66% | |
| 23 | WHR | Whirlpool CORP | Stock-Consumer Disc | 1.63% | -0.09% | +0.15% | |
| 24 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 1.61% | +0.38% | — | |
| 25 | AVT | Avnet Inc | Stock-Tech | 1.55% | -1.31% | EXIT | |
| 26 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.50% | -0.56% | EXIT | |
| 27 | IART | Integra Lifesciences Holding | Stock-Other | 1.43% | +0.25% | -14.55% | |
| 28 | RJF | Raymond James Financial Inc | Stock-Financials | 1.38% | +0.02% | +1.09% | |
| 29 | LKQ | Lkq CORP | Stock-Consumer Disc | 1.35% | +0.78% | -33.91% | |
| 30 | LADR | Ladder Capital Corp-reit | Stock-Other | 1.29% | -0.03% | +28.11% | |
| 31 | LQDT | Liquidity Services Inc | Stock-Other | 1.18% | +0.18% | +14.35% | |
| 32 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 1.05% | +0.12% | +0.96% | |
| 33 | IDV | Ishares International Select | ETF-Other | 1.04% | +0.13% | +8.79% | |
| 34 | BBWI | Bath & Body Works Inc | Stock-Consumer Disc | 0.94% | — | — | |
| 35 | UTHR | United Therapeutics CORP | Stock-Healthcare | 0.85% | -0.34% | EXIT | |
| 36 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.84% | +0.06% | — | |
| 37 | LZB | La-z-boy Inc | Stock-Other | 0.84% | +0.32% | +0.81% | |
| 38 | TSQ | Townsquare Media Inc - Cl A | Stock-Other | 0.72% | -0.09% | -0.75% | |
| 39 | MYE | Myers Industries Inc | Stock-Other | 0.68% | +0.19% | +0.37% | |
| 40 | WTFC | Wintrust Financial CORP | Stock-Financials | 0.65% | +0.08% | +1.02% | |
| 41 | FHN | First Horizon CORP | Stock-Financials | 0.55% | +0.05% | +0.96% | |
| 42 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.47% | +0.24% | +238.19% | |
| 43 | RITM | Rithm Capital CORP | Stock-Real Estate | 0.39% | -0.04% | — | |
| 44 | RSG | Republic Services Inc | Stock-Industrials | 0.34% | -0.01% | — | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.33% | -0.02% | +0.90% | |
| 46 | CMCO | Columbus Mckinnon Corp/ny | Stock-Other | 0.32% | -0.32% | EXIT | |
| 47 | ARCC | Ares Capital CORP | Stock-Financials | 0.32% | — | — | |
| 48 | KFRC | Kforce Inc | Stock-Other | 0.30% | +0.28% | +1.36% | |
| 49 | NMRK | Newmark Group Inc-class A | Stock-Other | 0.29% | -0.01% | — | |
| 50 | OSPN | Onespan Inc | Stock-Other | 0.28% | — | — |
According to official SEC Form 13F filings, Access Investment Management LLC reported a total U.S. public equity portfolio value of $390.6M across 167 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including URI, JBL, APO) accounted for 27.3% of total reported equity market value during Q3 2025.
During Q3 2025, Access Investment Management LLC's top holdings by market value included URI (8.2%)、JBL (7.2%)、APO (5.1%). The largest single position, URI, represented 8.2% of total portfolio value.
In Q3 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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