Access Investment Management LLC holds a diversified book of 157 stocks worth $375.6M as of Q1 2026 (disclosed May 22, 2026, a ~45-day 13F lag). This quarter they opened PVH Corp and trimmed Jabil Inc. Their largest long position is Jabil Inc at 8% of the equity book. Cloning the disclosed picks since 2024 would be +43% (+15.6%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Access Investment Management LLC's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +47.6%, a 4.4-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Access Investment Management LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
94% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Access Investment Management LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 80 / 80 | $257.4B |
| MORGAN STANLEY | 80 / 80 | $66.6B |
| JPMORGAN CHASE & CO | 80 / 80 | $53.9B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $49.0B |
| Bank of New York Mellon Corp | 80 / 80 | $27.2B |
| ROYAL BANK OF CANADA | 80 / 80 | $22.4B |
| UBS Group AG | 80 / 80 | $20.6B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $19.6B |
Ranked by how many of Access Investment Management LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Jabil Inc COM | $31.1M | 117.0K | 8.3% | ▼−4.8% Reduced · −6K sh | |
| 2 | United Rentals Inc COM | $23.3M | 31.9K | 6.2% | ▲~0% Added · +8 sh | |
| 3 | Stifel Finl Corp COM | $15.8M | 213.8K | 4.2% | ▲+50% Added · +71K sh | |
| 4 | Apollo Global Mgmt Inc COM | $15.8M | 141.4K | 4.2% | ▼−1.0% Reduced · −1K sh | |
| 5 | Sonoco Prods Co COM | $15.7M | 289.9K | 4.2% | ▲+12% Added · +30K sh | |
| 6 | Wiley John & Sons Inc CL A | $14.0M | 366.5K | 3.7% | ▲+135% Added · +211K sh | |
| 7 | Citigroup Inc COM NEW | $13.5M | 119.2K | 3.6% | ▲+0.1% Added · +90 sh | |
| 8 | East West Bancorp Inc COM | $13.5M | 126.3K | 3.6% | ▼−2.4% Reduced · −3K sh | |
| 9 | Donnelley Finl Solutions Inc COM | $11.0M | 233.8K | 2.9% | ▲+6.5% Added · +14K sh | |
| 10 | JPMorgan Chase & Co COM | $10.4M | 35.3K | 2.8% | ▼−22% Reduced · −10K sh | |
| 11 | Bank America Corp COM | $10.2M | 210.1K | 2.7% | —Held | |
| 12 | Customers Bancorp Inc COM | $9.7M | 139.9K | 2.6% | ▲+5.7% Added · +8K sh | |
| 13 | Genpact Limited SHS | $9.4M | 252.5K | 2.5% | ▲+2.3% Added · +6K sh | |
| 14 | On Semiconductor Corp COM | $8.6M | 138.4K | 2.3% | ▼~0% Reduced · −45 sh | |
| 15 | Agnico Eagle Mines Ltd COM | $8.1M | 40.0K | 2.2% | —Held | |
| 16 | Sally Beauty Hldgs Inc COM | $7.8M | 563.9K | 2.1% | ▼~0% Reduced · −200 sh | |
| 17 | PVH Corporation COM | $7.5M | 108.0K | 2.0% | ▲New New position | |
| 18 | Open Text Corp COM | $7.1M | 320.2K | 1.9% | ▲+60% Added · +120K sh | |
| 19 | Fifth Third Bancorp COM | $7.1M | 153.1K | 1.9% | —Held | |
| 20 | Lincoln Natl Corp Ind COM | $7.0M | 196.5K | 1.9% | —Held | |
| 21 | Vanguard Intl Equity Index F FTSE PACIFIC ETF | $6.7M | 68.3K | 1.8% | ▲+0.3% Added · +200 sh | |
| 22 | LKQ Corp COM | $6.4M | 216.5K | 1.7% | ▲+32% Added · +53K sh | |
| 23 | DXC Technology Co COM | $6.3M | 497.7K | 1.7% | ▲New New position | |
| 24 | Liquidity Svcs Inc COM | $6.1M | 200.2K | 1.6% | ▲+25% Added · +40K sh | |
| 25 | Integra Lifesciences Hldgs C COM NEW | $6.0M | 640.5K | 1.6% | ▲+72% Added · +268K sh | |
| 26 | La Z Boy Inc COM | $5.9M | 184.4K | 1.6% | ▲+103% Added · +94K sh | |
| 27 | Smurfit Westrock PLC SHS | $5.8M | 145.7K | 1.5% | ▼−56% Reduced · −186K sh | |
| 28 | Avnet Inc COM | $4.9M | 80.0K | 1.3% | ▼−27% Reduced · −30K sh | |
| 29 | Ladder Cap Corp CL A | $4.7M | 483.8K | 1.3% | ▲+9.8% Added · +43K sh | |
| 30 | Omnicom Group Inc COM | $4.6M | 60.8K | 1.2% | ▲17× Added · +57K sh | |
| 31 | Ishares TR INTL SEL DIV ETF | $4.5M | 106.9K | 1.2% | ▲+1.3% Added · +1K sh | |
| 32 | Cognizant Technology Solutio CL A | $4.5M | 73.1K | 1.2% | ▲14× Added · +68K sh | |
| 33 | Raymond James Finl Inc COM | $4.3M | 29.7K | 1.1% | ▲+0.2% Added · +55 sh | |
| 34 | Ishares TR SP SMCP600VL ETF | $3.9M | 32.6K | 1.0% | ▼−8.0% Reduced · −3K sh | |
| 35 | Ball Corp COM | $3.5M | 58.5K | 0.9% | ▲New New position | |
| 36 | Vanguard Index FDS SM CP VAL ETF | $3.3M | 15.0K | 0.9% | —Held | |
| 37 | Turning PT Brands Inc COM | $2.8M | 32.3K | 0.7% | ▼−56% Reduced · −41K sh | |
| 38 | Wintrust Finl Corp COM | $2.5M | 18.3K | 0.7% | ▲+0.2% Added · +40 sh | |
| 39 | Comcast Corp New CL A | $2.1M | 73.8K | 0.6% | ▼−58% Reduced · −104K sh | |
| 40 | Columbia BKG Sys Inc COM | $2.1M | 75.8K | 0.6% | ▲New New position | |
| 41 | First Horizon Corporation COM | $2.1M | 90.5K | 0.5% | ▲+0.2% Added · +180 sh | |
| 42 | Ingredion Inc COM | $2.0M | 18.2K | 0.5% | ▲New New position | |
| 43 | Vanguard Whitehall FDS INTL HIGH ETF | $2.0M | 20.8K | 0.5% | ▲+1.2% Added · +255 sh | |
| 44 | Firstsun Cap Bancorp COM | $2.0M | 53.7K | 0.5% | ▲New New position | |
| 45 | Kforce Inc COM | $1.9M | 65.5K | 0.5% | ▲+75% Added · +28K sh | |
| 46 | First Watch Restaurant Group COM | $1.7M | 161.2K | 0.4% | ▲New New position | |
| 47 | Johnson & Johnson COM | $1.3M | 5.3K | 0.3% | ▼−20% Reduced · −1K sh | |
| 48 | United Therapeutics Corp Del COM | $1.3M | 2.2K | 0.3% | ▼−71% Reduced · −5K sh | |
| 49 | Columbus McKinnon Corp N Y COM | $1.2M | 83.1K | 0.3% | ▲+0.2% Added · +150 sh | |
| 50 | Rithm Capital Corp COM NEW | $1.2M | 126.0K | 0.3% | ▼−0.8% Reduced · −1K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 22, 2026 | 157 | $375.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 2, 2026 | 167 | $372.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 4, 2025 | 167 | $372.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 5, 2025 | 175 | $351.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 4, 2025 | 99 | $345.1M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 4, 2024 | 104 | $328.4M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 26, 2024 | 103 | $307.8M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 1, 2024 | 98 | $302.8M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 7, 2024 | 88 | $268.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.