Fund HoldingsAccess Investment Management LLC

Total Portfolio Value
$307.79M
Total Bought
$36.50M
Total Sold
$7.33M
Net Transaction
+$29.17M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
DARLING INGREDIENTS INC(DAR)36,135268,055+231,9201,6819,8513.20%+8,170
WHIRLPOOL CORP(WHR)62,320109,590+47,2707,45511,2003.64%+3,745
SONOCO PRODS CO(SON)24,630101,840+77,2101,4255,1651.68%+3,741
GENPACT LIMITED
SHS
104,125147,805+43,6803,4314,7581.55%+1,327
STIFEL FINL CORP(SF)142,302142,302011,12411,9753.89%+851
ISHARES TR18,41049,180+30,7705161,3610.44%+845
APOLLO GLOBAL MGMT INC(APO)142,187142,327+14015,98916,8055.46%+816
LIQUIDITY SVCS INC(LQDT)45,32582,335+37,0108431,6450.53%+802
ALLISON TRANSMISSION HLDGS I(ALSN)10,89521,780+10,8858841,6530.54%+769
INTERNATIONAL MNY EXPRESS IN41,21076,975+35,7659411,6040.52%+663
UNITED THERAPEUTICS CORP DEL(UTHR)7,2107,265+551,6562,3140.75%+658
AGNICO EAGLE MINES LTD(AEM)096,687+96,68706,3232.05%+6,323
LEAR CORP(LEA)20,00029,000+9,0002,8983,3121.08%+414
TURNING PT BRANDS INC(TPB)120,640121,385+7453,5353,8951.27%+360
RESOURCES CONNECTION INC88,080132,555+44,4751,1591,4630.48%+304
BRITISH AMERN TOB PLC(BTI)07,830+7,83002420.08%+242
BANK AMERICA CORP230,000225,000-5,0008,7228,9482.91%+227
AVNET INC110,000110,00005,4545,6641.84%+210
WILEY JOHN & SONS INC(WLY)66,27566,755+4802,5272,7170.88%+190
UNITED PARCEL SERVICE INC(UPS)5,1006,570+1,4707588990.29%+141
ULTA BEAUTY INC(ULTA)0355+35501370.04%+137
JPMORGAN CHASE & CO.(JPM)60,00060,000012,01812,1363.94%+118
VANGUARD WHITEHALL FDS01,575+1,57501080.04%+108
AT&T INC(T)54,00054,00009501,0320.34%+82
HERCULES CAPITAL INC(HCXY)38,20038,20007057810.25%+76
BROWN & BROWN INC(BRO)36,11836,213+953,1623,2381.05%+76
BEST BUY INC(BBY)3501,230+880291040.03%+75
SKYWORKS SOLUTIONS INC(SWKS)285955+670311020.03%+71
LADDER CAP CORP(LADR)275,323276,678+1,3553,0643,1241.01%+59
CARDINAL HEALTH INC(CAH)5551,090+535621070.03%+45
FIRST HORIZON CORPORATION(FHN)86,94087,655+7151,3391,3820.45%+43
WORLD GOLD TR(GLDM)5,3706,020+6502372770.09%+41
ISHARES GOLD TR(IAU)14,05214,05205906170.20%+27
CITIGROUP INC(C)117,000117,00007,3997,4252.41%+26
BLACKROCK TCP CAPITAL CORP54,30054,30005665860.19%+20
ARES COML REAL ESTATE CORP74,20085,700+11,5005535700.19%+17
MICROSOFT CORP(MSFT)65065002732910.09%+17
GENERAL MTRS CO(GM)14,80014,80006716880.22%+16
COCA-COLA EUROPACIFIC PARTNE
SHS
5,5005,50003854010.13%+16
REPUBLIC SVCS INC(RSG)5,5005,50001,0531,0690.35%+16
TOWNSQUARE MEDIA INC393,885396,025+2,1404,3254,3401.41%+16
ITERIS INC NEW02,725+2,7250120.00%+12
INFORMATION SVCS GROUP INC03,150+3,150090.00%+9
CHUYS HLDGS INC165550+3856140.00%+9
LINCOLN NATL CORP IND(LNC)196,000201,500+5,5006,2586,2672.04%+8
CATHAY GEN BANCORP(CATY)20,29520,520+2257687740.25%+6
HARTE HANKS INC0770+770060.00%+6
CORNING INC(GLW)851851028330.01%+5
CASELLA WASTE SYS INC(CWST)9,0009,00008908930.29%+3
MIDCAP FINANCIAL INVSTMNT CO26,00026,00003913940.13%+3
COSTCO WHSL CORP NEW(COST)2020015170.01%+2
HONEYWELL INTL INC(HON)275275056590.02%+2
PROCTER AND GAMBLE CO(PG)437437071720.02%+1
ARES CAPITAL CORP(ARCC)57,67557,67501,2011,2020.39%+1
ISHARES TR1,0101,010024240.01%0
INVESCO EXCH TRADED FD TR II60600330.00%-0
SCHWAB STRATEGIC TR2,0002,000072710.02%-0
JOHNSON & JOHNSON(JNJ)5,5696,024+4558818800.29%-0
ISHARES TR180180032310.01%-1
180 DEGREE CAP CORP4,5654,565020170.01%-2
HUDSON GLOBAL INC970745-22517120.00%-5
CENTENE CORP DEL(CNC)620630+1049420.01%-7
WILLIS TOWERS WATSON PLC LTD(WTW)1,3401,370+303693590.12%-9
LA Z BOY INC(LZB)115,155115,795+6404,3324,3171.40%-15
JERASH HLDGS US INC54,70549,175-5,5301671500.05%-17
VANGUARD INTL EQUITY INDEX F63,79565,145+1,3504,8504,8321.57%-18
HOME DEPOT INC(HD)50050001921720.06%-20
MCDONALDS CORP(MCD)668650-181881660.05%-23
HANOVER INS GROUP INC(THG)2,1252,12502892670.09%-23
WARNER BROS DISCOVERY INC(WBD)20,00020,00001751490.05%-26
RITHM CAPITAL CORP(RITM)127,000127,00001,4171,3860.45%-32
NEWMARK GROUP INC(NMRK)57,59857,59806395890.19%-50
DANA INC(DAN)90,00090,00001,1431,0910.35%-52
APPLE INC(AAPL)817417-400140880.03%-52
WESCO INTL INC(WCC)5,5255,570+459468830.29%-63
INVESCO EXCH TRADED FD TR II6,6004,675-1,9252171510.05%-66
MOLINA HEALTHCARE INC(MOH)283152-131116450.01%-71
WINTRUST FINL CORP(WTFC)17,53017,700+1701,8301,7450.57%-85
RAYMOND JAMES FINL INC(RJF)28,53628,786+2503,6653,5581.16%-106
FIFTH THIRD BANCORP(FITB)153,100153,10005,6975,5871.82%-110
BGC GROUP INC86,38066,380-20,0006715510.18%-120
WESTROCK CO335,220327,250-7,97016,57716,4485.34%-129
VANGUARD INDEX FDS15,00015,00002,8782,7380.89%-140
DISNEY WALT CO(DIS)6,2166,21607616170.20%-143
AGCO CORP7,4457,500+559167340.24%-182
BAYTEX ENERGY CORP(BTE)1,150,0001,150,00004,1753,9861.29%-189
MASTECH DIGITAL INC124,430123,965-4651,1209300.30%-190
KFORCE INC(KFRC)35,97536,275+3002,5372,2540.73%-283
OFS CAP CORP32,5002,500-30,000323220.01%-301
INTERFACE INC(TILE)160,000160,00002,6912,3490.76%-342
O-I GLASS INC(OI)250,000340,000+90,0004,1483,7841.23%-363
SALLY BEAUTY HLDGS INC249,995249,99503,1052,6820.87%-422
DONNELLEY FINL SOLUTIONS INC(DFIN)218,190218,505+31513,53013,0274.23%-503
HAIN CELESTIAL GROUP INC82,080790-81,29064550.00%-640
ON SEMICONDUCTOR CORP(ON)0137,960+137,96009,4573.07%+9,457
BERRY CORP435,615436,500+8853,5072,8200.92%-687
LKQ CORP(LKQ)106,855120,485+13,6305,7075,0111.63%-696
EAST WEST BANCORP INC(EWBC)127,965128,275+31010,1239,3943.05%-730
JELD-WEN HLDG INC112,585113,030+4452,3901,5230.49%-868
KOPPERS HOLDINGS INC(KOP)23,5600-23,5601,3000-1,300
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