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Portfolio (Quarterly) Guide ↗

Access Investment Management LLC

· CIK 0002010477
13F Portfolio $372M AUM 167 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 All
Page 5 of 9  ·  167 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SCHC SCHWAB STRATEGIC TR 2,000.0 $91K 0.02% $45.51 +10.7%
82 GOOGL ALPHABET INC Communication Services 362.0 $88K 0.02% $243.10 +50.2%
83 NVDA NVIDIA CORPORATION Technology 440.0 $82K 0.02% $186.58 +11.1%
84 VONE VANGUARD SCOTTSDALE FDS 248.0 $75K 0.02% $302.35 +12.1%
85 NFLX NETFLIX INC Communication Services 62.0 $74K 0.02% $1198.94 -93.5%
86 AMZN AMAZON COM INC Consumer Cyclical 338.0 $74K 0.02% $219.57 +9.3%
87 PBT PERMIAN BASIN RTY TR Energy 4,000.0 $73K 0.02% $18.26 +43.1%
88 HON HONEYWELL INTL INC Industrials 346.0 $73K 0.02% $210.50 +10.6%
89 GLW CORNING INC Technology 851.0 $70K 0.02% $82.03 +114.7%
90 PG PROCTER AND GAMBLE CO Consumer Defensive 437.0 $67K 0.02% $153.65 -1.5%
91 XOM EXXON MOBIL CORP Energy 542.0 $61K 0.02% $112.75 +25.0%
92 V VISA INC Financial Services 178.0 $61K 0.02% $341.38 -2.9%
93 SPYV SPDR SERIES TRUST 1,050.0 $58K 0.02% $55.33 +10.9%
94 ABBV ABBVIE INC Healthcare 238.0 $55K 0.01% $231.54 -4.0%
95 ORCL ORACLE CORP Technology 195.0 $55K 0.01% $281.24 -32.7%
96 DGRO ISHARES TR 760.0 $52K 0.01% $68.08 +11.3%
97 MS MORGAN STANLEY Financial Services 303.0 $48K 0.01% $158.96 +42.6%
98 MIDCAP FINANCIAL INVSTMNT CO 4,000.0 $48K 0.01% $11.99
99 PGR PROGRESSIVE CORP Financial Services 191.0 $47K 0.01% $246.95 -17.0%
100 ADI ANALOG DEVICES INC Technology 189.0 $46K 0.01% $245.70 +72.2%
Page 5 of 9  ·  167 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 40.1%
Technology 17.6%
Consumer Cyclical 14.4%
Industrials 10.8%
Healthcare 5.2%
Communication Services 4.7%
Real Estate 2.6%
Consumer Defensive 2.6%
Basic Materials 2.0%
Utilities 0.0%