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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 7 of 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 XLF SELECT SECTOR SPDR TR 400.0 $21K 0.01% $53.61 +8.5%
122 ACORN ENERGY INC 1,200.0 $20K 0.01% $17.03
123 IBM INTERNATIONAL BUSINESS MACHS Technology 65.0 $18K 0.01% $281.22 -16.3%
124 III INFORMATION SVCS GROUP INC Technology 4,430.0 $18K 0.01% +605.0 +15.8% $4.11 +25.4%
125 NVS NOVARTIS AG Healthcare 93.0 $15K 0.00% $156.72 -2.1%
126 F FORD MTR CO Consumer Cyclical 1,000.0 $14K 0.00% $13.90 +0.1%
127 KO COCA COLA CO Consumer Defensive 165.0 $13K 0.00% $81.27 +10.3%
128 ENTERGY CORP NEW 114.0 $13K 0.00% $114.87
129 GLW CORNING INC Technology 51.0 $13K 0.00% -800.0 -94.0% $255.43 -41.5%
130 CMI CUMMINS INC Industrials 18.0 $13K 0.00% $713.22 -20.6%
131 T AT&T INC Communication Services 586.0 $12K 0.00% $20.70 +25.3%
132 SEIC SEI INVTS CO Financial Services 138.0 $12K 0.00% $87.71 +27.2%
133 BLK BLACKROCK INC Financial Services 12.0 $12K 0.00% $961.58 +20.9%
134 NOC NORTHROP GRUMMAN CORP Industrials 22.0 $11K 0.00% $509.32 +7.1%
135 TJX TJX COS INC NEW Consumer Cyclical 73.0 $11K 0.00% $151.51 -10.9%
136 CME CME GROUP INC Financial Services 48.0 $11K 0.00% $220.83 +29.5%
137 WM WASTE MGMT INC DEL Industrials 47.0 $10K 0.00% $222.89 -1.5%
138 MPAA MOTORCAR PTS AMER INC Consumer Cyclical 640.0 $10K 0.00% -145.0 -18.5% $15.32 -25.3%
139 MTBA SIMPLIFY EXCHANGE TRADED FUN 167.0 $8K 0.00% NEW $49.07 -1.4%
140 IIIN INSTEEL INDS INC Industrials 265.0 $8K 0.00% $30.20 +0.9%
Page 7 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%