Fund HoldingsAccess Investment Management LLC

Total Portfolio Value
$351.21M
Total Bought
$351.21M
Total Sold
$0
Net Transaction
+$351.21M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
JABIL INC(JBL)0127,765+127,765027,8667.93%+27,866
UNITED RENTALS INC(URI)031,883+31,883024,0216.84%+24,021
APOLLO GLOBAL MGMT INC(APO)0142,667+142,667020,2405.76%+20,240
STIFEL FINL CORP(SF)0142,472+142,472014,7864.21%+14,786
JPMORGAN CHASE & CO.(JPM)050,392+50,392014,6094.16%+14,609
SMURFIT WESTROCK PLC(SW)0325,475+325,475014,0444.00%+14,044
DONNELLEY FINL SOLUTIONS INC(DFIN)0219,270+219,270013,5183.85%+13,518
EAST WEST BANCORP INC(EWBC)0129,025+129,025013,0293.71%+13,029
SONOCO PRODS CO(SON)0242,190+242,190010,5503.00%+10,550
CITIGROUP INC(C)0118,652+118,652010,1002.88%+10,100
BANK AMERICA CORP0210,075+210,07509,9412.83%+9,941
GENPACT LIMITED
SHS
0214,115+214,11509,4232.68%+9,423
LKQ CORP(LKQ)0248,030+248,03009,1802.61%+9,180
PERRIGO CO PLC(PRGO)0334,245+334,24508,9312.54%+8,931
WHIRLPOOL CORP(WHR)076,870+76,87007,7962.22%+7,796
ON SEMICONDUCTOR CORP(ON)0138,315+138,31507,2492.06%+7,249
LINCOLN NATL CORP IND(LNC)0196,500+196,50006,7991.94%+6,799
CUSTOMERS BANCORP INC(CUBB)0114,415+114,41506,7211.91%+6,721
TURNING PT BRANDS INC(TPB)083,475+83,47506,3251.80%+6,325
FIFTH THIRD BANCORP(FITB)0153,100+153,10006,2971.79%+6,297
AVNET INC0110,000+110,00005,8391.66%+5,839
OPEN TEXT CORP(OTEX)0199,245+199,24505,8181.66%+5,818
VANGUARD INTL EQUITY INDEX F068,145+68,14505,6001.59%+5,600
INTEGRA LIFESCIENCES HLDGS C(IART)0435,870+435,87005,3481.52%+5,348
SALLY BEAUTY HLDGS INC0562,305+562,30505,2071.48%+5,207
COMCAST CORP NEW(CCZ)0137,005+137,00504,8901.39%+4,890
AGNICO EAGLE MINES LTD(AEM)040,000+40,00004,7571.35%+4,757
RAYMOND JAMES FINL INC(RJF)029,341+29,34104,5001.28%+4,500
WILEY JOHN & SONS INC(WLY)089,280+89,28003,9851.13%+3,985
LADDER CAP CORP(LADR)0343,754+343,75403,6951.05%+3,695
ISHARES TR035,050+35,05003,4870.99%+3,487
ISHARES TR097,030+97,03003,3490.95%+3,349
LA Z BOY INC(LZB)090,020+90,02003,3460.95%+3,346
LIQUIDITY SVCS INC(LQDT)0140,470+140,47003,3140.94%+3,314
JACK IN THE BOX INC0183,710+183,71003,2080.91%+3,208
TOWNSQUARE MEDIA INC0399,490+399,49003,1600.90%+3,160
VANGUARD INDEX FDS015,000+15,00002,9250.83%+2,925
DARLING INGREDIENTS INC(DAR)073,615+73,61502,7930.80%+2,793
WINTRUST FINL CORP(WTFC)018,050+18,05002,2380.64%+2,238
MYERS INDS INC(MYE)0148,580+148,58002,1530.61%+2,153
UNITED THERAPEUTICS CORP DEL(UTHR)07,455+7,45502,1420.61%+2,142
FIRST HORIZON CORPORATION(FHN)089,490+89,49001,8970.54%+1,897
KFORCE INC(KFRC)037,020+37,02001,5230.43%+1,523
RITHM CAPITAL CORP(RITM)0127,000+127,00001,4340.41%+1,434
REPUBLIC SVCS INC(RSG)05,500+5,50001,3560.39%+1,356
ALLISON TRANSMISSION HLDGS I(ALSN)014,105+14,10501,3400.38%+1,340
ARES CAPITAL CORP(ARCC)057,675+57,67501,2670.36%+1,267
COLUMBUS MCKINNON CORP N Y082,215+82,21501,2550.36%+1,255
BROWN & BROWN INC(BRO)010,000+10,00001,1090.32%+1,109
JOHNSON & JOHNSON(JNJ)06,653+6,65301,0160.29%+1,016
ALEXANDRIA REAL ESTATE EQ IN013,715+13,71509960.28%+996
CATHAY GEN BANCORP(CATY)020,890+20,89009510.27%+951
MASTECH DIGITAL INC0119,830+119,83008590.24%+859
DISNEY WALT CO(DIS)06,527+6,52708090.23%+809
UNITED PARCEL SERVICE INC(UPS)07,840+7,84007910.23%+791
NEWMARK GROUP INC(NMRK)057,598+57,59807000.20%+700
HERCULES CAPITAL INC(HCXY)038,200+38,20006980.20%+698
GENERAL MTRS CO(GM)014,000+14,00006890.20%+689
DANA INC(DAN)035,982+35,98206170.18%+617
BRITISH AMERN TOB PLC(BTI)012,495+12,49505910.17%+591
CASELLA WASTE SYS INC(CWST)04,500+4,50005190.15%+519
COCA-COLA EUROPACIFIC PARTNE
SHS
05,500+5,50005100.15%+510
VANGUARD WHITEHALL FDS06,075+6,07504870.14%+487
LEAR CORP(LEA)05,000+5,00004750.14%+475
BLACKROCK TCP CAPITAL CORP054,300+54,30004180.12%+418
ARES COML REAL ESTATE CORP085,700+85,70004090.12%+409
MICROSOFT CORP(MSFT)0649+64903230.09%+323
WORLD GOLD TR(GLDM)04,600+4,60003010.09%+301
CARDINAL HEALTH INC(CAH)01,460+1,46002450.07%+245
ULTA BEAUTY INC(ULTA)0503+50302350.07%+235
APPLE INC(AAPL)01,073+1,07302200.06%+220
TARGET CORP(TGT)02,120+2,12002090.06%+209
MCDONALDS CORP(MCD)0700+70002050.06%+205
HOME DEPOT INC(HD)0551+55102020.06%+202
INVESCO EXCH TRADED FD TR II04,675+4,67501820.05%+182
BROWN FORMAN CORP(BF-A)05,765+5,76501550.04%+155
JERASH HLDGS US INC047,300+47,30001550.04%+155
META PLATFORMS INC(META)0145+14501070.03%+107
NVIDIA CORPORATION(NVDA)0640+64001010.03%+101
PROCTER AND GAMBLE CO(PG)0562+5620900.03%+90
SCHWAB STRATEGIC TR02,000+2,0000850.02%+85
NETFLIX INC(NFLX)062+620830.02%+83
HONEYWELL INTL INC(HON)0346+3460810.02%+81
AMAZON COM INC(AMZN)0338+3380740.02%+74
PERMIAN BASIN RTY TR(PBT)05,178+5,1780640.02%+64
ALPHABET INC(GOOG)0362+3620640.02%+64
VISA INC(V)0178+1780630.02%+63
EXXON MOBIL CORP0542+5420580.02%+58
ORACLE CORP(ORCL)0262+2620570.02%+57
SPDR SERIES TRUST
ST STR P500VAL
01,050+1,0500550.02%+55
PROGRESSIVE CORP(PGR)0191+1910510.01%+51
MIDCAP FINANCIAL INVSTMNT CO04,000+4,0000500.01%+50
COSTCO WHSL CORP NEW(COST)050+500490.01%+49
THE CIGNA GROUP(CI)0148+1480490.01%+49
ISHARES TR
CORE DIV GRWTH
0760+7600490.01%+49
ANALOG DEVICES INC(ADI)0189+1890450.01%+45
CORNING INC(GLW)0851+8510450.01%+45
ABBVIE INC(ABBV)0238+2380440.01%+44
ABBOTT LABS0320+3200440.01%+44
MORGAN STANLEY(MS)0303+3030430.01%+43
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