Access Investment Management LLC
Annual return '25
+14.0%
SPY '25
+17.7%
Alpha
-3.7ptsvs SPY
Invested
$372.2M
Holdings
167
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$URI
UNITED RENTALS INC
Held since at least Q1 2024
8.2%
02
$JBL
JABIL INC
Held since at least Q1 2024
7.2%
03
$APO
APOLLO GLOBAL MGMT INC
Q1 2026: Increased +56.2% (73.1k → 114.2k shares)
5.1%
04
$SF
STIFEL FINL CORP
Held since at least Q1 2024
4.3%
05
$JPM
JPMORGAN CHASE & CO.
Q1 2026: Increased +53.5% (45.2k → 69.4k shares)
3.8%
06
$SW
SMURFIT WESTROCK PLC
Held since at least Q1 2024
3.8%
07
$EWBC
EAST WEST BANCORP INC
Held since at least Q1 2024
3.7%
08
$C
CITIGROUP INC
Q1 2026: Increased +8414.8% (600 → 51.1k shares)
3.2%
09
$DFIN
DONNELLEY FINL SOLUTIONS INC
Held since at least Q1 2024
3.0%
10
$SON
SONOCO PRODS CO
Held since at least Q1 2024
3.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:15 UTC.