Access Investment Management LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
AI Access Investment Management LLC | Institutional Filer | ▲ 0.00% | $372.2M | 167 |
Current Portfolio Holdings
Showing all 167 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | URI | United Rentals, Inc. | Industrials | 32K | $30.5M | 8.19% |
| 2 | JBL | Jabil Inc. | Technology | 123K | $26.7M | 7.17% |
| 3 | APO | Apollo Global Management, Inc. | Financial Services | 143K | $19.0M | 5.11% |
| 4 | SF | Stifel Financial Corp. | Financial Services | 142K | $16.2M | 4.34% |
| 5 | JPM | JPMorgan Chase & Co. | Financial Services | 45K | $14.3M | 3.85% |
| 6 | SW | Smurfit Westrock Plc | Consumer Cyclical | 331K | $14.1M | 3.79% |
| 7 | EWBC | East West Bancorp, Inc. | Financial Services | 129K | $13.8M | 3.70% |
| 8 | C | Citigroup Inc. | Financial Services | 119K | $12.1M | 3.25% |
| 9 | DFIN | Donnelley Financial Solutions, Inc. | Financial Services | 220K | $11.3M | 3.04% |
| 10 | SON | Sonoco Products Company | Consumer Cyclical | 260K | $11.2M | 3.01% |
| 11 | BAC | Bank of America Corporation | Financial Services | 210K | $10.8M | 2.91% |
| 12 | G | Genpact Limited | Technology | 247K | $10.3M | 2.78% |
| 13 | SBH | Sally Beauty Holdings, Inc. | Consumer Cyclical | 564K | $9.2M | 2.47% |
| 14 | CUBI | Customers Bancorp, Inc. | Financial Services | 132K | $8.7M | 2.33% |
| 15 | LNC | Lincoln National Corporation | Financial Services | 197K | $7.9M | 2.13% |
Showing 1 to 15 of 167 holdings