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Access Investment Management LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 2010477

$390.6M

disclosed book value

144

positions

9.3%

largest position share

Positions, as of 2026-06-30

top 100 of 144 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1URIUNITED RENTALS INC31,974$36.2M9.3%
2WLYWILEY JOHN & SONS INC365,994$17.8M4.5%
3CCITIGROUP INC120,118$16.8M4.3%
4APOAPOLLO GLOBAL MGMT INC141,562$16.7M4.3%
5JBLJABIL INC42,911$16.5M4.2%
6SONSONOCO PRODS CO292,209$16.5M4.2%
7EWBCEAST WEST BANCORP INC126,596$16.3M4.2%
8SFSTIFEL FINL CORP214,024$14.9M3.8%
9DFINDONNELLEY FINL SOLUTIONS INC306,305$12.8M3.3%
10BACBANK OF AMER CORP210,075$12.0M3.1%
11JPMJPMORGAN CHASE & CO35,250$11.5M3%
12CUBICUSTOMERS BANCORP INC140,549$11.1M2.8%
13LKQLKQ CORP366,949$9.7M2.5%
14FITBFIFTH THIRD BANCORP153,100$8.6M2.2%
15GENPACT LIMITED312,002$8.6M2.2%
16VPLVANGUARD INTL EQUITY INDEX F72,801$8.4M2.2%
17PVHPVH CORPORATION108,275$8.0M2.1%
18SBHSALLY BEAUTY HLDGS INC566,724$8.0M2.1%
19LZBLA Z BOY INC185,104$7.4M1.9%
20IARTINTEGRA LIFESCIENCES HLDGS C405,002$7.3M1.9%
21LQDTLIQUIDITY SVCS INC180,926$7.1M1.8%
22LNCLINCOLN NATL CORP IND196,500$6.9M1.8%
23AEMAGNICO EAGLE MINES LTD40,000$6.2M1.6%
24OMCOMNICOM GROUP INC81,190$5.9M1.5%
25ANFABERCROMBIE & FITCH CO60,670$5.5M1.4%
26IDVISHARES TR126,513$5.2M1.3%
27LADRLADDER CAP CORP483,446$4.8M1.2%
28RJFRAYMOND JAMES FINL INC29,960$4.6M1.2%
29IJSISHARES TR32,764$4.5M1.1%
30OTEXOPEN TEXT CORP200,096$4.4M1.1%
31EPAMEPAM SYS INC51,215$4.1M1%
32BALLBALL CORP59,057$3.7M0.9%
33VBRVANGUARD INDEX FDS15,000$3.6M0.9%
34DXCDXC TECHNOLOGY CO390,000$3.5M0.9%
35FIRSTSUN CAP BANCORP87,340$3.4M0.9%
36CTSHCOGNIZANT TECHNOLOGY SOLUTIO85,515$3.3M0.8%
37KFRCKFORCE INC66,164$3.1M0.8%
38VYMIVANGUARD WHITEHALL FDS30,237$3.0M0.8%
39WTFCWINTRUST FINL CORP18,402$3.0M0.8%
40TPBTURNING PT BRANDS INC32,592$2.8M0.7%
41FWRGFIRST WATCH RESTAURANT GROUP212,719$2.7M0.7%
42ONON SEMICONDUCTOR CORP27,000$2.6M0.7%
43COLBCOLUMBIA BKG SYS INC76,554$2.5M0.6%
44FHNFIRST HORIZON CORPORATION91,384$2.3M0.6%
45MYEMYERS INDS INC53,674$1.9M0.5%
46FBINFORTUNE BRANDS INNOVATIONS I25,533$1.4M0.4%
47CATYCATHAY GEN BANCORP21,261$1.3M0.3%
48JNJJOHNSON & JOHNSON5,044$1.3M0.3%
49SFMSPROUTS FMRS MKT INC14,524$1.2M0.3%
50BTIBRITISH AMERN TOB PLC19,769$1.2M0.3%
51SMURFIT WESTROCK PLC25,675$1.2M0.3%
52RITMRITHM CAPITAL CORP117,000$1.1M0.3%
53BROBROWN & BROWN INC15,996$1.0M0.3%
54UPSUNITED PARCEL SVCS INC9,070$975,0250.2%
55NMRKNEWMARK GROUP INC57,598$870,3060.2%
56RSGREPUBLIC SVCS INC4,000$852,3200.2%
57GLDMWORLD GOLD TR8,759$695,6400.2%
58LEALEAR CORP5,000$670,3000.2%
59WHRWHIRLPOOL CORP16,000$630,7200.2%
60DISDISNEY WALT CO6,527$628,2240.2%
61HTGCHERCULES CAPITAL INC38,200$602,4140.2%
62USBUS BANCORP9,807$592,3430.2%
63ARCCARES CAPITAL CORP30,675$568,4080.1%
64COCA-COLA EUROPACIFIC PARTNE5,500$550,3850.1%
65AREALEXANDRIA REAL ESTATE EQ IN10,200$539,0700.1%
66CAHCARDINAL HEALTH INC2,157$512,4170.1%
67IQVIQVIA HLDGS INC2,563$495,2230.1%
68LULULULULEMON ATHLETICA INC4,062$463,8000.1%
69ARES COML REAL ESTATE CORP101,200$455,4000.1%
70PERRIGO CO PLC42,500$441,5750.1%
71CWSTCASELLA WASTE SYS INC4,500$436,3650.1%
72DOCHEALTHPEAK PROPERTIES INC19,233$411,5870.1%
73TOWNSQUARE MEDIA INC53,875$380,8970.1%
74VONEVANGUARD SCOTTSDALE FDS642$217,4590.1%
75JERASH HLDGS US INC45,050$216,6910.1%
76INVESCO EXCH TRADED FD TR II4,675$210,2980.1%
77AAPLAPPLE INC665$192,4250%
78MCDMCDONALDS CORP650$175,7020%
79MSFTMICROSOFT CORP410$152,9390%
80GOOGLALPHABET INC330$117,9330%
81SCHCSCHWAB STRATEGIC TR2,000$96,2400%
82ADIANALOG DEVICES INC189$75,0660%
83HDHOME DEPOT INC200$70,5360%
84SPYVSPDR SERIES TRUST1,050$63,8300%
85MSMORGAN STANLEY303$63,3400%
86VVISA INC178$61,0710%
87ABBVABBVIE INC238$59,8910%
88PGPROCTER & GAMBLE CO400$58,6560%
89DGROISHARES TR760$57,6010%
90EWWISHARES INC754$56,7540%
91IJHISHARES TR675$52,0500%
92AMZNAMAZON COM INC213$50,7670%
93CHUBB LIMITED142$48,3860%
94NVDANVIDIA CORPORATION240$48,0220%
95SPYDSPDR SERIES TRUST1,000$47,7100%
96COSTCOSTCO WHOLESALE CORPORATION50$46,7740%
97PERMIAN BASIN RTY TR1,800$45,0720%
98IWDISHARES TR180$43,6380%
99METAMETA PLATFORMS INC75$42,2470%
100GDGENERAL DYNAMICS CORP119$42,1550%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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