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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 8 of 8  ·  157 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 NVS NOVARTIS AG Healthcare 93.0 $14K 0.00% $152.75 -1.2%
142 CME CME GROUP INC Financial Services 48.0 $14K 0.00% $295.35 -11.4%
143 ENTERGY CORP NEW 114.0 $13K 0.00% $112.37
144 KO COCA COLA CO Consumer Defensive 165.0 $13K 0.00% $76.05 +5.6%
145 LIN LINDE PLC Basic Materials 24.0 $12K 0.00% $495.79 +4.5%
146 TJX TJX COS INC NEW Consumer Cyclical 73.0 $12K 0.00% $159.71 +4.1%
147 BLK BLACKROCK INC Financial Services 12.0 $12K 0.00% $961.75 +9.4%
148 F FORD MTR CO Consumer Cyclical 1,000.0 $12K 0.00% $11.54 +24.9%
149 SEIC SEI INVTS CO Financial Services 138.0 $11K 0.00% $78.47 +15.6%
150 WM WASTE MGMT INC DEL Industrials 47.0 $11K 0.00% $229.81 -5.6%
151 CMI CUMMINS INC Industrials 18.0 $10K 0.00% $538.06 +30.1%
152 IIIN INSTEEL INDS INC Industrials 265.0 $9K 0.00% +155.0 +140.9% $33.61 -14.9%
153 MPAA MOTORCAR PTS AMER INC Consumer Cyclical 785.0 $9K 0.00% -770.0 -49.5% $11.06 +31.5%
154 IYH ISHARES TR 125.0 $8K 0.00% $61.64 +3.8%
155 MA MASTERCARD INCORPORATED Financial Services 10.0 $5K 0.00% $499.70 +0.3%
156 KBWB INVESCO EXCH TRADED FD TR II 60.0 $5K 0.00% $79.13 +18.2%
157 QQQ INVESCO QQQ TR Financial Services 3.0 $2K NEW $577.33 +26.4%
Page 8 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%