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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 6 of 8  ·  157 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MS MORGAN STANLEY Financial Services 303.0 $50K 0.01% $164.57 +34.2%
102 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 50.0 $50K 0.01% $996.44 -1.0%
103 MCK MCKESSON CORP Healthcare 55.0 $48K 0.01% $865.36 -9.2%
104 CB CHUBB LTD SWITZ Financial Services 142.0 $46K 0.01% $325.94 +0.9%
105 XOM EXXON MOBIL CORP Energy 270.0 $46K 0.01% -272.0 -50.2% $169.66 -16.9%
106 IJH ISHARES TR 675.0 $46K 0.01% $67.53 +12.4%
107 SPYD SPDR SERIES TRUST 1,000.0 $46K 0.01% $45.52 +6.6%
108 MIDCAP FINANCIAL INVSTMNT CO 4,000.0 $45K 0.01% $11.24
109 AMZN AMAZON COM INC Consumer Cyclical 213.0 $44K 0.01% -125.0 -37.0% $208.27 +18.1%
110 META META PLATFORMS INC Communication Services 75.0 $43K 0.01% -70.0 -48.3% $572.13 +4.9%
111 NVDA NVIDIA CORPORATION Technology 240.0 $42K 0.01% -200.0 -45.5% $174.40 +18.9%
112 GD GENERAL DYNAMICS CORP Industrials 119.0 $41K 0.01% $343.23 +6.1%
113 RTX RTX CORPORATION Industrials 211.0 $41K 0.01% $192.90 -3.2%
114 IWD ISHARES TR 180.0 $38K 0.01% $213.67 +13.7%
115 DUK DUKE ENERGY CORP NEW Utilities 262.0 $34K 0.01% $130.94 -3.7%
116 ABT ABBOTT LABORATORIES Healthcare 320.0 $33K 0.01% $102.67 -11.7%
117 OKE ONEOK INC NEW Energy 340.0 $31K 0.01% -70.0 -17.1% $90.37 -4.5%
118 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 401.0 $29K 0.01% $72.46 +28.3%
119 VRTX VERTEX PHARMACEUTICALS INC Healthcare 60.0 $27K 0.01% $446.55 +0.9%
120 D DOMINION ENERGY INC Utilities 425.0 $26K 0.01% $61.82 +10.8%
Page 6 of 8  ·  157 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 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%