Sign In
test

Carol Smith

Access Investment Management Llc

Assets Managed
$375.59M
Holdings
157
Last Quarter
2026 - Q1
Filed Date
13d ago
Growth Rate
0.93%(2Q avg: 0.47%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Access Investment Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 157 positions.

Assets under management

The assets under management (AUM) of Access Investment Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 375.59M in assets, with a quarterly growth rate of 0.93% and a 2-quarter average growth rate of 0.47%. The portfolio is managed by Carol Smith, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
JBL
Jabil Inc
Recent Activity
Decreased -4.83%
8.28%
$31.067M
116,955 shares@ $265.64 avg price
URI
United Rentals Inc
Recent Activity
Increased 0.03%
6.2%
$23.257M
31,922 shares@ $728.57 avg price
SF
Stifel Financial Corp
Recent Activity
Increased 50.01%
4.21%
$15.8M
213,750 shares@ $73.92 avg price
APO
Apollo Global Management Inc
Recent Activity
Decreased -0.98%
4.2%
$15.756M
141,409 shares@ $111.43 avg price
SON
Sonoco Products Co
Recent Activity
Increased 11.54%
4.18%
$15.678M
289,855 shares@ $54.1 avg price
WLY
Wiley (john) & Sons-class A
Recent Activity
Increased 135.04%
3.72%
$13.964M
366,520 shares@ $38.1 avg price
C
Citigroup Inc
Recent Activity
Increased 0.08%
3.6%
$13.516M
119,182 shares@ $113.42 avg price
EWBC
East West Bancorp Inc
Recent Activity
Decreased -2.43%
3.59%
$13.478M
126,250 shares@ $106.76 avg price
DFIN
Donnelley Financial Solution
Recent Activity
Increased 6.47%
2.94%
$11.023M
233,835 shares@ $47.15 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -22.34%
2.77%
$10.369M
35,250 shares@ $294.16 avg price

1-10 of 157