BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 6 of 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MCK MCKESSON CORP Healthcare 55.0 $42K 0.01% $755.60 +18.8%
102 MIDCAP FINANCIAL INVSTMNT CO 4,000.0 $40K 0.01% $10.08
103 RTX RTX CORPORATION Industrials 211.0 $40K 0.01% $189.73 +11.7%
104 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 401.0 $39K 0.01% $96.12 -51.5%
105 CSCO CISCO SYS INC Technology 294.0 $35K 0.01% $117.46 -5.8%
106 DUK DUKE ENERGY CORP NEW Utilities 262.0 $33K 0.01% $126.58 -4.3%
107 HONEYWELL INTL INC 138.0 $31K 0.01% NEW $223.09
108 HONEYWELL AEROSPACE INC 137.0 $30K 0.01% NEW $221.08
109 SPY STATE STR SPDR S&P 500 ETF T Financial Services 40.0 $30K 0.01% $746.77 +3.4%
110 VRTX VERTEX PHARMACEUTICALS INC Healthcare 60.0 $30K 0.01% $496.73 +9.3%
111 OKE ONEOK INC NEW Energy 340.0 $30K 0.01% $86.92 +9.1%
112 D DOMINION ENERGY INC Utilities 425.0 $29K 0.01% $68.29 -3.1%
113 AXP AMERICAN EXPRESS CO Financial Services 82.0 $28K 0.01% $338.26 -1.1%
114 WFC WELLS FARGO & CO Financial Services 316.0 $26K 0.01% $82.64 +3.7%
115 NDAQ NASDAQ INC Financial Services 309.0 $24K 0.01% $78.82 +26.5%
116 DIA STATE STR SPDR DOW JONES IND Financial Services 45.0 $24K 0.01% $522.40 +2.6%
117 ETN EATON CORP PLC Industrials 55.0 $23K 0.01% $426.13 -3.2%
118 PNC PNC FINL SVCS GROUP INC Financial Services 92.0 $23K 0.01% $246.23 -0.8%
119 PH PARKER-HANNIFIN CORP Industrials 23.0 $22K 0.01% $978.13 +2.7%
120 BK BANK OF NY MELLON CORP Financial Services 150.0 $22K 0.01% $144.61 -1.9%
Page 6 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%