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Portfolio (Quarterly) Guide ↗

Access Investment Management LLC

· CIK 0002010477
13F Portfolio $391M AUM 144 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 7 New 35 Added 17 Reduced 20 Exited
Page 5 of 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SCHC SCHWAB STRATEGIC TR 2,000.0 $96K 0.03% $48.12 +7.0%
82 ADI ANALOG DEVICES INC Technology 189.0 $75K 0.02% $397.17 -8.9%
83 HD HOME DEPOT INC Consumer Cyclical 200.0 $71K 0.02% $352.68 -6.4%
84 SPYV SPDR SERIES TRUST 1,050.0 $64K 0.02% $60.79 +4.5%
85 MS MORGAN STANLEY Financial Services 303.0 $63K 0.02% $209.04 +2.7%
86 V VISA INC Financial Services 178.0 $61K 0.02% $343.10 +11.2%
87 ABBV ABBVIE INC Healthcare 238.0 $60K 0.01% $251.64 +1.5%
88 PG PROCTER & GAMBLE CO Consumer Defensive 400.0 $59K 0.01% $146.64 -2.0%
89 DGRO ISHARES TR 760.0 $58K 0.01% $75.79 +4.7%
90 EWW ISHARES INC 754.0 $57K 0.01% +409.0 +118.5% $75.27 +1.6%
91 IJH ISHARES TR 675.0 $52K 0.01% $77.11 -1.8%
92 AMZN AMAZON COM INC Consumer Cyclical 213.0 $51K 0.01% $238.34 +11.8%
93 CB CHUBB LIMITED Financial Services 142.0 $48K 0.01% $340.75 -0.2%
94 NVDA NVIDIA CORPORATION Technology 240.0 $48K 0.01% $200.09 +8.7%
95 SPYD SPDR SERIES TRUST 1,000.0 $48K 0.01% $47.71 +4.8%
96 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 50.0 $47K 0.01% $935.48 +1.1%
97 PBT PERMIAN BASIN RTY TR Energy 1,800.0 $45K 0.01% -1K -40.0% $25.04 +35.1%
98 IWD ISHARES TR 180.0 $44K 0.01% $242.43 +6.6%
99 META META PLATFORMS INC Communication Services 75.0 $42K 0.01% $563.29 +2.6%
100 GD GENERAL DYNAMICS CORP Industrials 119.0 $42K 0.01% $354.24 +7.1%
Page 5 of 8  ·  144 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 38.1%
Consumer Cyclical 21.0%
Technology 12.6%
Industrials 12.5%
Communication Services 7.2%
Healthcare 2.8%
Real Estate 2.4%
Basic Materials 1.8%
Consumer Defensive 1.7%
Utilities 0.0%