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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 7 of 9  ·  167 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 WFC WELLS FARGO CO NEW Financial Services 316.0 $26K 0.01% $83.82 +1.5%
122 D DOMINION ENERGY INC Utilities 425.0 $26K 0.01% $61.17 +11.2%
123 MPAA MOTORCAR PTS AMER INC Consumer Cyclical 1,555.0 $26K 0.01% $16.54 -9.7%
124 ACORN ENERGY INC 880.0 $25K 0.01% $28.60
125 VRTX VERTEX PHARMACEUTICALS INC Healthcare 60.0 $23K 0.01% $391.65 +15.7%
126 LOW LOWES COS INC Consumer Cyclical 88.0 $22K 0.01% $251.32 -13.5%
127 AON AON PLC Financial Services 62.0 $22K 0.01% $356.58 -8.4%
128 MAR MARRIOTT INTL INC NEW Consumer Cyclical 84.0 $22K 0.01% $260.44 +51.5%
129 XLF SELECT SECTOR SPDR TR 400.0 $22K 0.01% $53.87 +0.3%
130 CRM SALESFORCE INC Technology 89.0 $21K 0.01% $237.00 -34.6%
131 DIA SPDR DOW JONES INDL AVERAGE Financial Services 45.0 $21K 0.01% $463.76 +11.3%
132 ETN EATON CORP PLC Industrials 55.0 $21K 0.01% $374.25 +9.5%
133 CSCO CISCO SYS INC Technology 294.0 $20K 0.01% $68.42 +71.5%
134 OFS OFS CAP CORP Financial Services 2,500.0 $19K 0.01% $7.69 -48.9%
135 PNC PNC FINL SVCS GROUP INC Financial Services 92.0 $18K 0.01% $200.93 +16.0%
136 IBM INTERNATIONAL BUSINESS MACHS Technology 65.0 $18K 0.01% $282.17 -7.0%
137 AVGO BROADCOM INC Technology 55.0 $18K 0.01% $329.93 +19.1%
138 PH PARKER-HANNIFIN CORP Industrials 23.0 $17K 0.01% $758.17 +24.8%
139 T AT&T INC Communication Services 586.0 $17K 0.00% $28.24 -20.5%
140 BK BANK NEW YORK MELLON CORP Financial Services 150.0 $16K 0.00% $108.96 +30.8%
Page 7 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%