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Portfolio (Quarterly) Guide ↗

Access Investment Management LLC

· CIK 0002010477
13F Portfolio $376M AUM 157 positions Filed May 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 16 New 25 Added 38 Reduced 26 Exited
Page 2 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 DE DEERE & CO Industrials 21 $10K 0.00% SOLD
22 YUM YUM BRANDS INC Consumer Cyclical 61 $9K 0.00% SOLD
23 BLOCK INC 114 $8K 0.00% SOLD
24 PYPL PAYPAL HLDGS INC Financial Services 104 $7K 0.00% SOLD
25 EBAY EBAY INC. Consumer Cyclical 73 $7K 0.00% SOLD
26 AEP AMERICAN ELEC PWR CO INC Utilities 56 $6K 0.00% SOLD
Page 2 of 2  ·  26 positions
Sector Allocation
Financial Services 37.8%
Technology 20.9%
Consumer Cyclical 16.8%
Industrials 8.5%
Communication Services 6.4%
Healthcare 2.8%
Basic Materials 2.3%
Real Estate 2.3%
Consumer Defensive 2.2%
Utilities 0.0%