Fund Holdings

Access Investment Management LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Change
WILEY JOHN & SONS INC0366,520+366,520013,964,412+13,964,412
PVH CORPORATION0107,950+107,95007,530,592+7,530,592
DXC TECHNOLOGY CO0497,670+497,67006,255,712+6,255,712
SONOCO PRODS CO0289,855+289,855015,678,257+15,678,257
JABIL INC0116,955+116,955031,066,757+31,066,757
OMNICOM GROUP INC060,820+60,82004,580,355+4,580,355
COGNIZANT TECHNOLOGY SOLUTIO073,075+73,07504,483,152+4,483,152
BALL CORP058,470+58,47003,456,162+3,456,162
LA Z BOY INC0184,375+184,37505,925,813+5,925,813
COLUMBIA BKG SYS INC075,790+75,79002,078,920+2,078,920
INGREDION INC018,165+18,16502,046,469+2,046,469
FIRSTSUN CAP BANCORP053,725+53,72501,958,814+1,958,814
ON SEMICONDUCTOR CORP0138,445+138,44508,572,515+8,572,515
LIQUIDITY SVCS INC0200,170+200,17006,119,197+6,119,197
FIRST WATCH RESTAURANT GROUP0161,210+161,21001,689,481+1,689,481
CITIGROUP INC0119,182+119,182013,516,431+13,516,431
AGNICO EAGLE MINES LTD040,000+40,00008,119,200+8,119,200
LKQ CORP0216,515+216,51506,359,046+6,359,046
SPROUTS FMRS MKT INC014,375+14,37501,108,744+1,108,744
CUSTOMERS BANCORP INC0139,940+139,94009,713,236+9,713,236
FORTUNE BRANDS INNOVATIONS I025,160+25,1600980,486+980,486
KFORCE INC065,520+65,52001,915,805+1,915,805
INTEGRA LIFESCIENCES HLDGS C0640,535+640,53506,033,840+6,033,840
VANGUARD INTL EQUITY INDEX F068,345+68,34506,679,357+6,679,357
ISHARES TR0106,890+106,89004,549,239+4,549,239
FIDELITY MERRIMACK STR TR09,455+9,4550431,338+431,338
US BANCORP08,115+8,1150422,062+422,062
VANGUARD SCOTTSDALE FDS01,543+1,5430455,371+455,371
FIFTH THIRD BANCORP0153,100+153,10007,113,026+7,113,026
AMERICAN CENTY ETF TR02,595+2,5950286,670+286,670
VANGUARD WHITEHALL FDS020,800+20,80001,960,192+1,960,192
ARES COML REAL ESTATE CORP0112,700+112,7000540,960+540,960
AMERICAN CENTY ETF TR01,449+1,4490152,189+152,189
BRITISH AMERN TOB PLC015,425+15,4250901,900+901,900
VANGUARD INDEX FDS015,000+15,00003,258,750+3,258,750
WINTRUST FINL CORP018,275+18,27502,539,129+2,539,129
FRANKLIN TEMPLETON ETF TR02,153+2,1530118,265+118,265
LEAR CORP05,000+5,0000605,400+605,400
CARDINAL HEALTH INC01,559+1,5590329,433+329,433
SPDR SERIES TRUST0800+800074,400+74,400
JOHNSON & JOHNSON05,341+5,34101,305,555+1,305,555
SPDR SERIES TRUST01,050+1,050059,409+59,409
CORNING INC0851+8510115,711+115,711
SPDR SERIES TRUST01,000+1,000045,520+45,520
CATHAY GEN BANCORP021,190+21,19001,056,534+1,056,534
WORLD GOLD TR04,120+4,1200381,883+381,883
UNITED PARCEL SVCS INC07,480+7,4800735,883+735,883
SELECT SECTOR SPDR TR0400+400019,748+19,748
COLUMBUS MCKINNON CORP N Y083,100+83,10001,207,443+1,207,443
FIRST HORIZON CORPORATION090,530+90,53002,060,463+2,060,463
ANALOG DEVICES INC0189+189060,129+60,129
ISHARES INC0345+345025,955+25,955
INVESCO EXCH TRADED FD TR II04,675+4,6750202,755+202,755
ALPHABET INC0330+330094,895+94,895
CHUBB LTD SWITZ0142+142046,283+46,283
RTX CORPORATION0211+211040,702+40,702
HONEYWELL INTL INC0346+346078,207+78,207
MCKESSON CORP055+55047,595+47,595
INSTEEL INDS INC0265+26508,907+8,907
COSTCO WHOLESALE CORPORATION050+50049,822+49,822
VERTEX PHARMACEUTICALS INC060+60026,793+26,793
PARKER-HANNIFIN CORP023+23020,591+20,591
CISCO SYS INC0294+294022,812+22,812
SCHWAB STRATEGIC TR02,000+2,000093,480+93,480
NOVARTIS AG093+93014,206+14,206
ENTERGY CORP NEW0114+114012,810+12,810
CUMMINS INC018+1809,685+9,685
MONSTER BEVERAGE CORP NEW0401+401029,057+29,057
DUKE ENERGY CORP NEW0262+262034,307+34,307
ISHARES TR0180+180038,461+38,461
INVESCO QQQ TR03+301,732+1,732
MORGAN STANLEY0303+303049,865+49,865
COCA COLA CO0165+165012,549+12,549
NORTHROP GRUMMAN CORP022+22015,010+15,010
ISHARES TR0760+760053,337+53,337
ISHARES TR0675+675045,583+45,583
BANK NEW YORK MELLON CORP0150+150017,795+17,795
COCA-COLA EUROPACIFIC PARTNE05,500+5,5000498,685+498,685
CME GROUP INC048+48014,177+14,177
TJX COS INC NEW073+73011,659+11,659
ONEOK INC NEW0340+340030,725+30,725
PNC FINL SVCS GROUP INC092+92019,145+19,145
LINDE PLC024+24011,899+11,899
AT&T INC0586+586016,989+16,989
WASTE MGMT INC DEL047+47010,801+10,801
ISHARES TR0125+12507,705+7,705
DOMINION ENERGY INC0425+425026,274+26,274
GENERAL DYNAMICS CORP0119+119040,844+40,844
INVESCO EXCH TRADED FD TR II060+6004,748+4,748
STATE STR SPDR DOW JONES IND045+45020,844+20,844
FORD MTR CO01,000+1,000011,540+11,540
STATE STR SPDR S&P 500 ETF T040+40026,014+26,014
MASTERCARD INCORPORATED010+1004,997+4,997
SEI INVTS CO0138+138010,829+10,829
EATON CORP PLC055+55019,672+19,672
NASDAQ INC0309+309026,232+26,232
LOWES COS INC088+88020,793+20,793
WELLS FARGO & CO0316+316025,157+25,157
AON PLC062+62020,013+20,013
AMERICAN EXPRESS CO082+82024,804+24,804
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