Access Investment Management LLC

RIA/Wealth

Access Investment Management LLC is a RIA/Wealth based in Atlanta, GA led by William Robert Casey, managing $372.1M across 167 long positions as of Q3 2025 with 36% Financial Services concentration.

CCOWilliam Robert Casey

Portfolio Value: $372.1M
Positions: 167
Top Holding: URI at 8.19%
Last Reported: Q3 2025

Address3715 Northside Parkway, Building 400, Suite 210, Atlanta, GA, 30327, United States

Top Holdings

Largest long holdings in Access Investment Management LLC's portfolio (45.5% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 United Rentals URI	Rental & Leasing Services Industrials	$30.5M	8.19%	+$29.6K Bought	0.05% 31.9K shares	Q2 2025 Held for 5 months
2 Jabil JBL	Hardware, Equipment & Parts Technology	$26.7M	7.17%	-$1.1M Sold	0.11% 122.9K shares	Q2 2025 Held for 5 months
3 Apollo Global Management APO	Asset Management - Global Financial Services	$19.0M	5.11%	+$19.3K Bought	0.02% 142.8K shares	Q2 2025 Held for 5 months
4 Stifel Financial SF	Financial - Capital Markets Financial Services	$16.2M	4.34%	+$2.3K Bought	0.14% 142.5K shares	Q2 2025 Held for 5 months
5 JPMorgan Chase JPM	Banks - Diversified Financial Services	$14.3M	3.85%	-$1.6M Sold	0.00% 45.4K shares	Q2 2025 Held for 5 months
6 Smurfit Kappa Group SW	Unknown Unknown	$14.1M	3.79%	+$246.9K Bought	0.06% 331.3K shares	Q2 2025 Held for 5 months
7 East-West Bancorp EWBC	Banks - Diversified Financial Services	$13.8M	3.70%	+$39.9K Bought	0.09% 129.4K shares	Q2 2025 Held for 5 months
8 Citigroup C	Banks - Diversified Financial Services	$12.1M	3.25%	+$44.7K Bought	0.01% 119.1K shares	Q2 2025 Held for 5 months
9 Donnelley Financial Solutions DFIN	Financial - Capital Markets Financial Services	$11.3M	3.04%	+$19.3K Bought	0.80% 219.6K shares	Q2 2025 Held for 5 months
10 Sonoco Products SON	Packaging & Containers Consumer Cyclical	$11.2M	3.01%	+$762.0K Bought	0.26% 259.9K shares	Q2 2025 Held for 5 months

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GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Access Investment Management LLC's latest filing

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GthenC

Market Value

$372.1M

Prior: $351.2M

Q/Q Change

+5.96%

+$20.9M

Net Flows % of MV

+0.594%

Turnover Ratio

4.45%

New Purchases

11 stocks

$6.3M

Added To

37 stocks

+$11.3M

Sold Out Of

18 stocks

$5.0M

Reduced Holdings

19 stocks

-$10.5M

Increased Positions

Position	Shares Δ	Change
1 Bath & Body Works BBWI	New	0 → 136.1K +$3.5M
2 OneSpan OSPN	New	0 → 65.7K +$1.0M
3 IQVIA IQV	New	0 → 2.1K +$400.8K
4 Cognizant CTSH	New	0 → 5.4K +$360.2K
5 Healthpeak Properties DOC	New	0 → 17.1K +$327.4K

Decreased Positions

Position	Shares Δ	Change
1 Darling Ingredients Inc. DAR	Sold	73.6K → 0 −$2.8M
2 Allison Transmission Holdings ALSN	Sold	14.1K → 0 −$1.3M
3 Ulta Beauty, Inc. ULTA	Sold	503.0 → 0 −$235.3K
4 Target TGT	Sold	2.1K → 0 −$209.1K
5 Brown-Forman Corporation BF.B	Sold	5.8K → 0 −$155.1K