Access Investment Management LLC has filed its Form 13F-HR for the period ending September 30, 2026. The filing discloses the firm's equity holdings as of the close of the third quarter of that year. The report lists a total of 135 distinct equity positions held by the firm.
The filing identifies Carol Smith as the Director of Operations for Access Investment Management, located in Atlanta, Georgia. The report was submitted on October 23, 2026.
The portfolio includes a mix of large-cap technology, healthcare, and financial services companies. Notable positions include Apple Inc., with 665 shares; Microsoft Corporation, with 1,303 shares; and Amazon.com Inc., with 213 shares. In the healthcare sector, the firm holds stakes in Johnson & Johnson, Vertex Pharmaceuticals, and Integra Lifesciences Holdings. The financial sector holdings include JPMorgan Chase & Co., Bank of America Corp., and Wells Fargo & Co.
The filing also lists several exchange-traded funds (ETFs) within the portfolio, including the Vanguard S&P 500 ETF, the iShares Core S&P Mid-Cap ETF, and various sector-specific funds such as the Select Sector SPDR Trust Financial ETF.
