Access Investment Management LLC Q2 2025 Filing

Filed August 5, 2025

Portfolio Value

$351.2B

Holdings

175

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (175 positions)

#StockSharesValue% PortfolioType
1
JBLJABIL INC
127,765$27.9B7.93%
2
URIUNITED RENTALS INC
31,883$24.0B6.84%
3
APOAPOLLO GLOBAL MGMT INC
142,667$20.2B5.76%
4
SFSTIFEL FINL CORP
142,472$14.8B4.21%
5
JPMJPMORGAN CHASE & CO.
50,392$14.6B4.16%
6
SWSMURFIT WESTROCK PLC
325,475$14.0B4.00%
7
DFINDONNELLEY FINL SOLUTIONS INC
219,270$13.5B3.85%
8
EWBCEAST WEST BANCORP INC
129,025$13.0B3.71%
9
SONSONOCO PRODS CO
242,190$10.5B3.00%
10
TRVCCITIGROUP INC
118,652$10.1B2.88%
11
BACBANK AMERICA CORP
210,075$9.9B2.83%
12
GGENPACT LIMITED
214,115$9.4B2.68%
13
LKQ1LKQ CORP
248,030$9.2B2.61%
14
PRGOPERRIGO CO PLC
334,245$8.9B2.54%
15
WHRWHIRLPOOL CORP
76,870$7.8B2.22%
16
ONON SEMICONDUCTOR CORP
138,315$7.2B2.06%
17
LNCLINCOLN NATL CORP IND
196,500$6.8B1.94%
18
CUBICUSTOMERS BANCORP INC
114,415$6.7B1.91%
19
TPBTURNING PT BRANDS INC
83,475$6.3B1.80%
20
FITBFIFTH THIRD BANCORP
153,100$6.3B1.79%
21
AVTAVNET INC
110,000$5.8B1.66%
22
OTXOPEN TEXT CORP
199,245$5.8B1.66%
23
VPLVANGUARD INTL EQUITY INDEX F
68,145$5.6B1.59%
24
IARTINTEGRA LIFESCIENCES HLDGS C
435,870$5.3B1.52%
25
S7VSALLY BEAUTY HLDGS INC
562,305$5.2B1.48%
26
CMCSACOMCAST CORP NEW
137,005$4.9B1.39%
27
AEMAGNICO EAGLE MINES LTD
40,000$4.8B1.35%
28
RJFRAYMOND JAMES FINL INC
29,341$4.5B1.28%
29
WLYWILEY JOHN & SONS INC
89,280$4.0B1.13%
30
LADRLADDER CAP CORP
343,754$3.7B1.05%
31
IJSISHARES TR
35,050$3.5B0.99%
32
IDV*ISHARES TR
97,030$3.3B0.95%
33
LZBLA Z BOY INC
90,020$3.3B0.95%
34
LQDTLIQUIDITY SVCS INC
140,470$3.3B0.94%
35
JACKJACK IN THE BOX INC
183,710$3.2B0.91%
36
TSQTOWNSQUARE MEDIA INC
399,490$3.2B0.90%
37
VBRVANGUARD INDEX FDS
15,000$2.9B0.83%
38
DARDARLING INGREDIENTS INC
73,615$2.8B0.80%
39
WF2WINTRUST FINL CORP
18,050$2.2B0.64%
40
MYEMYERS INDS INC
148,580$2.2B0.61%
41
UTHUNITED THERAPEUTICS CORP DEL
7,455$2.1B0.61%
42
FT2FIRST HORIZON CORPORATION
89,490$1.9B0.54%
43
ROFKFORCE INC
37,020$1.5B0.43%
44
RITMRITHM CAPITAL CORP
127,000$1.4B0.41%
45
RSGREPUBLIC SVCS INC
5,500$1.4B0.39%
46
ALSNALLISON TRANSMISSION HLDGS I
14,105$1.3B0.38%
47
ARCCARES CAPITAL CORP
57,675$1.3B0.36%
48
CMCOCOLUMBUS MCKINNON CORP N Y
82,215$1.3B0.36%
49
BROBROWN & BROWN INC
10,000$1.1B0.32%
50
JNJJOHNSON & JOHNSON
6,653$1.0B0.29%
51
AREALEXANDRIA REAL ESTATE EQ IN
13,715$996.1M0.28%
52
CATYCATHAY GEN BANCORP
20,890$951.1M0.27%
53
MHHMASTECH DIGITAL INC
119,830$859.2M0.24%
54
DISDISNEY WALT CO
6,527$809.4M0.23%
55
UPSUNITED PARCEL SERVICE INC
7,840$791.4M0.23%
56
NMRKNEWMARK GROUP INC
57,598$699.8M0.20%
57
HTGCHERCULES CAPITAL INC
38,200$698.3M0.20%
58
GMGENERAL MTRS CO
14,000$688.9M0.20%
59
4DHDANA INC
35,982$617.1M0.18%
60
BMTABRITISH AMERN TOB PLC
12,495$591.4M0.17%
61
CWSTCASELLA WASTE SYS INC
4,500$519.2M0.15%
62
CCEPCOCA-COLA EUROPACIFIC PARTNE
5,500$510.0M0.15%
63
VYMIVANGUARD WHITEHALL FDS
6,075$486.7M0.14%
64
LEALEAR CORP
5,000$474.9M0.14%
65
TCPCBLACKROCK TCP CAPITAL CORP
54,300$418.1M0.12%
66
ACREARES COML REAL ESTATE CORP
85,700$408.8M0.12%
67
MSFTMICROSOFT CORP
649$322.8M0.09%
68
GLDMWORLD GOLD TR
4,600$301.4M0.09%
69
CAHCARDINAL HEALTH INC
1,460$245.3M0.07%
70
ULTAULTA BEAUTY INC
503$235.3M0.07%
71
AAPLAPPLE INC
1,073$220.1M0.06%
72
DYHTARGET CORP
2,120$209.1M0.06%
73
MCDMCDONALDS CORP
700$204.5M0.06%
74
HDHOME DEPOT INC
551$202.0M0.06%
75
PDNINVESCO EXCH TRADED FD TR II
4,675$181.9M0.05%
76
BF/BBROWN FORMAN CORP
5,765$155.1M0.04%
77
JRSHJERASH HLDGS US INC
47,300$155.1M0.04%
78
METAMETA PLATFORMS INC
145$107.0M0.03%
79
NVDANVIDIA CORPORATION
640$101.1M0.03%
80
PGPROCTER AND GAMBLE CO
562$89.5M0.03%
81
SCHCSCHWAB STRATEGIC TR
2,000$85.2M0.02%
82
NFLXNETFLIX INC
62$83.0M0.02%
83
HONHONEYWELL INTL INC
346$80.6M0.02%
84
AMZNAMAZON COM INC
338$74.2M0.02%
85
PBTPERMIAN BASIN RTY TR
5,178$64.4M0.02%
86
GOOGLALPHABET INC
362$63.8M0.02%
87
VVISA INC
178$63.2M0.02%
88
XOMEXXON MOBIL CORP
542$58.4M0.02%
89
ORCLORACLE CORP
262$57.3M0.02%
90
SPYVSPDR SERIES TRUST
1,050$55.0M0.02%
91
PGRPROGRESSIVE CORP
191$51.0M0.01%
92
MFICMIDCAP FINANCIAL INVSTMNT CO
4,000$50.5M0.01%
93
COSTCOSTCO WHSL CORP NEW
50$49.5M0.01%
94
CITHE CIGNA GROUP
148$48.9M0.01%
95
DGROISHARES TR
760$48.6M0.01%
96
ADIANALOG DEVICES INC
189$45.0M0.01%
97
GLWCORNING INC
851$44.8M0.01%
98
ABBVABBVIE INC
238$44.2M0.01%
99
ABTABBOTT LABS
320$43.5M0.01%
100
DWDMORGAN STANLEY
303$42.7M0.01%
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