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CIK: 0002010477
Total reported value
$411.6M
$411.6M
144 檔
25.3%
At the close of Q2 2026, Access Investment Management LLC disclosed equity holdings valued at approximately $411.6M, spread across 144 reported holdings.
Access Investment Management LLC executed strategic sector rebalancing during Q2 2026, establishing 7 new positions while fully exiting 20 holdings and trimming 19 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | URI | United Rentals Inc | Stock-Industrials | 9.27% | -1.47% | +0.16% | |
| 2 | WLY | Wiley (john) & Sons-class A | Stock-Other | 4.55% | -0.28% | -0.14% | |
| 3 | C | Citigroup Inc | Stock-Financials | 4.30% | -0.52% | +0.79% | |
| 4 | APO | Apollo Global Management Inc | Stock-Financials | 4.29% | -0.29% | +0.11% | |
| 5 | JBL | Jabil Inc | Stock-Tech | 4.23% | -1.44% | -63.31% | |
| 6 | SON | Sonoco Products Co | Stock-Consumer Disc | 4.22% | -0.73% | +0.81% | |
| 7 | EWBC | East West Bancorp Inc | Stock-Financials | 4.18% | -0.34% | +0.27% | |
| 8 | SF | Stifel Financial CORP | Stock-Financials | 3.82% | -0.18% | +0.13% | |
| 9 | DFIN | Donnelley Financial Solution | Stock-Other | 3.29% | +0.25% | +30.99% | |
| 10 | BAC | Bank Of America CORP | Stock-Financials | 3.06% | -0.28% | — | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.95% | -0.12% | — | |
| 12 | CUBI | Customers Bancorp Inc | Stock-Other | 2.85% | -0.30% | +0.44% | |
| 13 | LKQ | Lkq CORP | Stock-Consumer Disc | 2.47% | -1.22% | +69.48% | |
| 14 | FITB | Fifth Third Bancorp | Stock-Financials | 2.21% | -0.33% | — | |
| 15 | G | Genpact Limited | Stock-Tech | 2.20% | +0.69% | +23.55% | |
| 16 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 2.16% | -0.08% | +6.52% | |
| 17 | PVH | Pvh CORP | Stock-Consumer Disc | 2.06% | -0.71% | +0.30% | |
| 18 | SBH | Sally Beauty Holdings Inc | Stock-Other | 2.05% | +0.24% | +0.51% | |
| 19 | LZB | La-z-boy Inc | Stock-Other | 1.90% | -0.49% | +0.40% | |
| 20 | IART | Integra Lifesciences Holding | Stock-Other | 1.86% | +0.37% | -36.77% | |
| 21 | LQDT | Liquidity Services Inc | Stock-Other | 1.81% | +0.12% | -9.61% | |
| 22 | LNC | Lincoln National CORP | Stock-Financials | 1.78% | +0.14% | — | |
| 23 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 1.59% | +0.19% | — | |
| 24 | OMC | Omnicom Group | Stock-Comm Services | 1.51% | +0.40% | +33.49% | |
| 25 | ANF | Abercrombie & Fitch Co-cl A | Stock-Consumer Disc | 1.40% | +0.31% | — | |
| 26 | IDV | Ishares International Select | ETF-Other | 1.34% | +0.17% | +18.36% | |
| 27 | LADR | Ladder Capital Corp-reit | Stock-Other | 1.23% | -0.02% | -0.07% | |
| 28 | RJF | Raymond James Financial Inc | Stock-Financials | 1.17% | +0.01% | +0.82% | |
| 29 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 1.15% | -0.11% | +0.60% | |
| 30 | OTEX | Open Text CORP | Stock-Other | 1.13% | +0.44% | -37.51% | |
| 31 | EPAM | Epam Systems Inc | Stock-Tech | 1.04% | +0.32% | — | |
| 32 | BALL | Ball CORP | Stock-Consumer Disc | 0.94% | -0.12% | +1.00% | |
| 33 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.93% | -0.09% | — | |
| 34 | DXC | Dxc Technology Co | Stock-Tech | 0.88% | +0.15% | -21.63% | |
| 35 | FSUN | Firstsun Capital Bancorp | Stock-Other | 0.87% | -0.03% | +62.57% | |
| 36 | CTSH | Cognizant Tech Solutions-a | Stock-Tech | 0.85% | +0.39% | +17.02% | |
| 37 | KFRC | Kforce Inc | Stock-Other | 0.79% | +0.07% | +0.98% | |
| 38 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.76% | +0.24% | +45.37% | |
| 39 | WTFC | Wintrust Financial CORP | Stock-Financials | 0.76% | -0.11% | +0.69% | |
| 40 | TPB | Turning Point Brands Inc | Stock-Other | 0.71% | +0.02% | +0.79% | |
| 41 | FWRG | First Watch Restaurant Group | Stock-Other | 0.70% | -0.16% | +31.95% | |
| 42 | ON | On Semiconductor | Stock-Tech | 0.65% | -0.15% | -80.50% | |
| 43 | COLB | Columbia Banking System Inc | Stock-Financials | 0.63% | -0.09% | +1.01% | |
| 44 | FHN | First Horizon CORP | Stock-Financials | 0.60% | -0.08% | +0.94% | |
| 45 | MYE | Myers Industries Inc | Stock-Other | 0.49% | -0.49% | EXIT | |
| 46 | FBIN | Fortune Brands Innovations I | Stock-Industrials | 0.36% | -0.36% | EXIT | |
| 47 | CATY | Cathay General Bancorp | Stock-Other | 0.34% | -0.02% | +0.34% | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.33% | +0.03% | -5.56% | |
| 49 | SFM | Sprouts Farmers Market Inc | Stock-Consumer Staples | 0.31% | +0.27% | +1.04% | |
| 50 | BTI | British American Tob-sp Adr | Stock-Consumer Staples | 0.31% | — | +28.16% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | URI | United Rentals Inc | +3.1% | +0.16% | Add |
| 2 | ANF | Abercrombie & Fitch Co-cl A | +1.4% | NEW | New buy |
| 3 | EPAM | Epam Systems Inc | +1% | NEW | New buy |
| 4 | WLY | Wiley (john) & Sons-class A | +0.8% | -0.14% | Trim |
| 5 | LKQ | Lkq CORP | +0.8% | +69.48% | Add |
| 6 | C | Citigroup Inc | +0.7% | +0.79% | Add |
| 7 | EWBC | East West Bancorp Inc | +0.6% | +0.27% | Add |
| 8 | VPL | Vanguard Ftse Pacific ETF | +0.4% | +6.52% | Add |
| 9 | DFIN | Donnelley Financial Solution | +0.4% | +30.99% | Add |
| 10 | FSUN | Firstsun Capital Bancorp | +0.4% | +62.57% | Add |
| 11 | BAC | Bank Of America CORP | +0.3% | — | Unchanged |
| 12 | FITB | Fifth Third Bancorp | +0.3% | — | Unchanged |
| 13 | LZB | La-z-boy Inc | +0.3% | +0.40% | Add |
| 14 | OMC | Omnicom Group | +0.3% | +33.49% | Add |
| 15 | KFRC | Kforce Inc | +0.3% | +0.98% | Add |
| 16 | CUBI | Customers Bancorp Inc | +0.3% | +0.44% | Add |
| 17 | IART | Integra Lifesciences Holding | +0.3% | -36.77% | Trim |
| 18 | FWRG | First Watch Restaurant Group | +0.3% | +31.95% | Add |
| 19 | VYMI | Vanguard Int High Dvd Yld In | +0.2% | +45.37% | Add |
| 20 | JPM | Jpmorgan Chase & Co | +0.2% | — | Unchanged |
| 21 | MYE | Myers Industries Inc | +0.2% | +1.00% | Add |
| 22 | LQDT | Liquidity Services Inc | +0.2% | -9.61% | Trim |
| 23 | IDV | Ishares International Select | +0.1% | +18.36% | Add |
| 24 | IJS | Ishares S&p Small-cap 600 Va | +0.1% | +0.60% | Add |
| 25 | APO | Apollo Global Management Inc | +0.1% | +0.11% | Add |
| 26 | FBIN | Fortune Brands Innovations I | +0.1% | +1.48% | Add |
| 27 | BRO | Brown & Brown Inc | +0.1% | +59.96% | Add |
| 28 | WTFC | Wintrust Financial CORP | +0.1% | +0.69% | Add |
| 29 | COLB | Columbia Banking System Inc | +0.1% | +1.01% | Add |
| 30 | GLDM | Spdr Gold Minishares Trust | +0.1% | +112.60% | Add |
| 31 | BTI | British American Tob-sp Adr | +0.1% | +28.16% | Add |
| 32 | PVH | Pvh CORP | +0.1% | +0.30% | Add |
| 33 | VBR | Vanguard Small-cap Value ETF | +0.1% | — | Unchanged |
| 34 | CATY | Cathay General Bancorp | +0.1% | +0.34% | Add |
| 35 | LULU | Lululemon Athletica Inc | +0.1% | +159.55% | Add |
| 36 | SON | Sonoco Products Co | +0.1% | +0.81% | Add |
| 37 | FHN | First Horizon CORP | +0.1% | +0.94% | Add |
| 38 | UPS | United Parcel Service-cl B | +0.1% | +21.26% | Add |
| 39 | CAH | Cardinal Health Inc | 0% | +38.36% | Add |
| 40 | USB | US Bancorp | 0% | +20.85% | Add |
| 41 | DOC | Healthpeak Properties Inc | 0% | +25.75% | Add |
| 42 | IQV | Iqvia Holdings Inc | 0% | +20.33% | Add |
| 43 | JRSH | Jerash Holdings US Inc | 0% | — | Unchanged |
| 44 | RJF | Raymond James Financial Inc | 0% | +0.82% | Add |
| 45 | BALL | Ball CORP | 0% | +1.00% | Add |
| 46 | SFM | Sprouts Farmers Market Inc | 0% | +1.04% | Add |
| 47 | CWST | Casella Waste Systems Inc-a | 0% | — | Unchanged |
| 48 | ARE | Alexandria Real Estate Equit | 0% | — | Unchanged |
| 49 | LEA | Lear CORP | 0% | — | Unchanged |
| 50 | KO | The Coca-Cola Company | 0% | — | Unchanged |
According to official SEC Form 13F filings, Access Investment Management LLC reported a total U.S. public equity portfolio value of $411.6M across 144 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including URI, WLY, C) accounted for 25.3% of total reported equity market value during Q2 2026.
Top New Position Initiated
ANF
市值: $5.5M
Top Position Liquidated / Trimmed
AVT
前期市值: $4.9M
During Q2 2026, Access Investment Management LLC's top holdings by market value included URI (9.3%)、WLY (4.5%)、C (4.3%). The largest single position, URI, represented 9.3% of total portfolio value.
In Q2 2026, Access Investment Management LLC made 89 total portfolio adjustments, initiating 7 new buys, adding to 43 positions, trimming 19 holdings, and fully liquidating 20 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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