Fund HoldingsAccess Investment Management LLC

Total Portfolio Value
$328.38M
Total Bought
$58.61M
Total Sold
$38.42M
Net Transaction
+$20.19M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
SMURFIT WESTROCK PLC(SW)0327,385+327,385016,1794.93%+16,179
OPEN TEXT CORP(OTEX)0195,570+195,57006,5091.98%+6,509
UNITED RENTALS INC(URI)031,805+31,805025,7537.84%+25,753
SONOCO PRODS CO(SON)101,840183,620+81,7805,16510,0313.05%+4,866
GENPACT LIMITED
SHS
147,805212,875+65,0704,7588,3472.54%+3,589
COMCAST CORP NEW(CCZ)043,810+43,81001,8300.56%+1,830
JABIL INC(JBL)0141,360+141,360016,9395.16%+16,939
COLUMBUS MCKINNON CORP N Y040,980+40,98001,4750.45%+1,475
JACK IN THE BOX INC031,690+31,69001,4750.45%+1,475
STIFEL FINL CORP(SF)142,302142,327+2511,97513,3654.07%+1,390
DENNYS CORP0215,100+215,10001,3870.42%+1,387
DONNELLEY FINL SOLUTIONS INC(DFIN)218,505218,575+7013,02714,3894.38%+1,362
TURNING PT BRANDS INC(TPB)121,385121,585+2003,8955,2461.60%+1,351
EAST WEST BANCORP INC(EWBC)128,275128,340+659,39410,6193.23%+1,225
APOLLO GLOBAL MGMT INC(APO)142,327142,352+2516,80517,7815.41%+977
FIFTH THIRD BANCORP(FITB)153,100153,10005,5876,5592.00%+972
MYERS INDS INC(MYE)063,605+63,60508790.27%+879
SALLY BEAUTY HLDGS INC249,995250,175+1802,6823,3951.03%+712
LA Z BOY INC(LZB)115,795115,935+1404,3174,9771.52%+660
ON SEMICONDUCTOR CORP(ON)137,960137,995+359,45710,0203.05%+563
WHIRLPOOL CORP(WHR)109,590109,615+2511,20011,7293.57%+529
WILEY JOHN & SONS INC(WLY)66,75566,870+1152,7173,2260.98%+510
ALLISON TRANSMISSION HLDGS I(ALSN)21,78021,820+401,6532,0960.64%+443
ISHARES TR034,435+34,43503,7071.13%+3,707
AVNET INC110,000110,00005,6645,9741.82%+310
MASTECH DIGITAL INC123,965123,625-3409301,2360.38%+307
NEWMARK GROUP INC(NMRK)57,59857,59805898940.27%+305
UNITED THERAPEUTICS CORP DEL(UTHR)7,2657,280+152,3142,6090.79%+295
VANGUARD INTL EQUITY INDEX F65,14565,14504,8325,1071.56%+274
VANGUARD INDEX FDS15,00015,00002,7383,0120.92%+274
JELD-WEN HLDG INC113,030113,120+901,5231,7880.54%+266
ISHARES TR49,18053,630+4,4501,3611,6210.49%+260
AGNICO EAGLE MINES LTD(AEM)96,68781,467-15,2206,3236,5632.00%+240
LIQUIDITY SVCS INC(LQDT)82,33582,485+1501,6451,8810.57%+236
BRITISH AMERN TOB PLC(BTI)7,83011,620+3,7902424250.13%+183
WINTRUST FINL CORP(WTFC)17,70017,725+251,7451,9240.59%+179
RITHM CAPITAL CORP(RITM)127,000137,000+10,0001,3861,5550.47%+169
LADDER CAP CORP(LADR)276,678282,919+6,2413,1243,2821.00%+158
AT&T INC(T)54,00054,00001,0321,1880.36%+156
JOHNSON & JOHNSON(JNJ)6,0246,114+908809910.30%+110
CATHAY GEN BANCORP(CATY)20,52020,540+207748820.27%+108
PERMIAN BASIN RTY TR(PBT)08,164+8,1640970.03%+97
UNITED PARCEL SERVICE INC(UPS)6,5707,295+7258999950.30%+95
LINCOLN NATL CORP IND(LNC)201,500201,50006,2676,3491.93%+83
ISHARES GOLD TR(IAU)14,05214,05206176980.21%+81
RESOURCES CONNECTION INC132,555157,735+25,1801,4631,5300.47%+67
ULTA BEAUTY INC(ULTA)355504+1491371960.06%+59
BEST BUY INC(BBY)1,2301,380+1501041430.04%+39
ONEOK INC NEW(OKE)0410+4100370.01%+37
WORLD GOLD TR(GLDM)6,0206,02002773140.10%+36
REPUBLIC SVCS INC(RSG)5,5005,50001,0691,1050.34%+36
FORD MTR CO(F)03,198+3,1980340.01%+34
COCA-COLA EUROPACIFIC PARTNE
SHS
5,5005,50004014330.13%+32
MCDONALDS CORP(MCD)65065001661980.06%+32
HOME DEPOT INC(HD)50050001722030.06%+30
ARES COML REAL ESTATE CORP85,70085,70005706000.18%+30
CARDINAL HEALTH INC(CAH)1,0901,215+1251071340.04%+27
ITERIS INC NEW2,7254,570+1,84512330.01%+21
WARNER BROS DISCOVERY INC(WBD)20,00020,00001491650.05%+16
INVESCO EXCH TRADED FD TR II4,6754,67501511640.05%+13
APPLE INC(AAPL)417417088970.03%+9
VANGUARD WHITEHALL FDS1,5751,57501081160.04%+8
SCHWAB STRATEGIC TR2,0002,000071770.02%+6
ARES CAPITAL CORP(ARCC)57,67557,67501,2021,2080.37%+6
LKQ CORP(LKQ)120,485125,665+5,1805,0115,0171.53%+6
CORNING INC(GLW)851851033380.01%+5
PROCTER AND GAMBLE CO(PG)437437072760.02%+4
INFORMATION SVCS GROUP INC3,1503,705+5559120.00%+3
ISHARES TR180180031340.01%+3
SKYWORKS SOLUTIONS INC(SWKS)9551,055+1001021040.03%+2
HAIN CELESTIAL GROUP INC7907900570.00%+1
COSTCO WHSL CORP NEW(COST)2020017180.01%+1
INVESCO EXCH TRADED FD TR II60600340.00%0
ISHARES TR1,0101,010024240.01%0
HARTE HANKS INC7707700660.00%-1
OFS CAP CORP2,5002,500022210.01%-1
HONEYWELL INTL INC(HON)275275059570.02%-2
HUDSON GLOBAL INC745643-10212100.00%-2
180 DEGREE CAP CORP4,5653,880-68517130.00%-4
CHUYS HLDGS INC550255-29514100.00%-5
JERASH HLDGS US INC49,17547,300-1,8751501420.04%-8
FIRST HORIZON CORPORATION(FHN)87,65587,815+1601,3821,3640.42%-19
DISNEY WALT CO(DIS)6,2166,21606175980.18%-19
BANK AMERICA CORP225,000225,00008,9488,9282.72%-20
KFORCE INC(KFRC)36,27536,340+652,2542,2330.68%-21
RAYMOND JAMES FINL INC(RJF)28,78628,831+453,5583,5311.08%-28
HERCULES CAPITAL INC(HCXY)38,20038,20007817500.23%-31
MICROSOFT CORP(MSFT)650590-602912540.08%-37
CENTENE CORP DEL(CNC)6300-630420-42
MOLINA HEALTHCARE INC(MOH)1520-152450-45
GENERAL MTRS CO(GM)14,80014,000-8006886280.19%-60
CITIGROUP INC(C)117,000117,00007,4257,3242.23%-101
BLACKROCK TCP CAPITAL CORP54,30054,30005864500.14%-136
DANA INC(DAN)90,00090,00001,0919500.29%-140
LEAR CORP(LEA)29,00029,00003,3123,1650.96%-147
INTERNATIONAL MNY EXPRESS IN76,97577,460+4851,6041,4320.44%-172
HANOVER INS GROUP INC(THG)2,1250-2,1252670-267
TOWNSQUARE MEDIA INC396,025396,465+4404,3404,0281.23%-312
MIDCAP FINANCIAL INVSTMNT CO26,0004,000-22,000394540.02%-340
WILLIS TOWERS WATSON PLC LTD(WTW)1,3700-1,3703590-359
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