CIK: 1507971
WALL STREET ACCESS ASSET MANAGEMENT, LLC

Address: 100 Wall Street, Suite 804, NEW YORK, NY 10005

α Alpha 0.6900↭ Flow 0.2700Pure Active866 holdings34 quarters

📊 Score Breakdown — Alpha: 0.6900 / Flow: 0.2700click to expand ▼

778holdings (Q4 2025)
$0.44B13F reported value
+121 NEW+250 INCREASED-195 DECREASED-51 EXITED161 UNCHANGED

Total (Q4 25): $436,011,103

Top Holdings by Value

Position Changes (Q4 vs Q3)

Top 15 Positions ($)

Historical AUM (13F Reported)

$0.24B+$0.08B QoQ

Portfolio Value History (13F Reported)

Quarterly 13F portfolio value. QoQ change reflects value of disclosed long equity positions (new buys, sells, and price movements combined).

QuarterPortfolio ValueQoQ ChangeQoQ %
Q4 25$0.44B+$0.04B+8.9%
Q3 25$0.40B+$0.11B+38.9%
Q2 25$0.29B+$0.04B+14.8%
Q1 25$0.25B$-0.01B-5.3%
Q4 24$0.26B+$0.00B+1.0%
Q3 24$0.26B+$0.02B+7.7%
Q2 24$0.24B+$0.00B+1.0%
Q1 24$0.24B+$0.02B+7.2%
Q4 23$0.22B+$0.02B+12.0%
Q3 23$0.20B+$0.02B+8.5%
Q2 23$0.19B+$0.02B+14.2%
Q1 23$0.16B

QoQ = (quarter 13F value − prior quarter value) ÷ prior quarter value. Includes position changes, new buys, and exits. Not investment advice.

Information for Viewing 13F Reports:
  1. Name: The name of the company.
  2. CUSIP: A unique 9-character alphanumeric code that identifies a specific stock or security in the U.S.
  3. Class: The investment company's series name. A registered investment company may have multiple series, each with a separate securities portfolio.
  4. Value: The monetary value of the holdings in USD.
  5. Shares: The number of shares held.
  6. Share Price: The price of shares at the time of filing.
  7. Investment: The type of investment.
  8. % of Portfolio: The percentage that this position represents in the total portfolio.
QuarterPeriod of ReportHoldingsValueTypeFilling DateFilling ID
Q4 2531-Dec-2025866$436,011,10313F-HR20-Jan-20260001999371-26-001248
Q3 2530-Sep-2025766$400,378,12613F-HR14-Nov-20250001999371-25-017935
Q2 2530-Jun-2025138$288,165,44713F-HR8-Aug-20250001172661-25-002961
Q1 2531-Mar-2025127$250,920,25113F-HR14-May-20250001172661-25-001804
Q4 2431-Dec-2024114$264,943,96013F-HR17-Jan-20250001172661-25-000245
Q3 2430-Sep-2024119$262,428,72113F-HR8-Nov-20240001172661-24-004524
Q2 2430-Jun-2024109$243,571,67413F-HR29-Jul-20240001172661-24-002960
Q1 2431-Mar-2024123$241,123,68913F-HR9-May-20240001172661-24-002116
Q4 2331-Dec-2023128$224,848,32913F-HR13-Feb-20240001172661-24-000781
Q4 2331-Dec-2023108$212,950,81213F-HR/A25-Apr-20240001172661-24-001937
Q3 2330-Sep-2023107$195,101,25113F-HR/A25-Apr-20240001172661-24-001936
Q3 2330-Sep-2023121$200,748,56413F-HR6-Nov-20230001172661-23-003629
Q2 2330-Jun-2023134$185,087,74713F-HR/A20-Oct-20230001172661-23-003475
Q2 2330-Jun-2023114$173,522,14513F-HR/A25-Apr-20240001172661-24-001935
Q2 2330-Jun-2023109$98,745,05513F-HR10-Aug-20230001172661-23-002869
Q1 2331-Mar-2023125$162,026,69913F-HR11-May-20230001172661-23-001994
Q1 2331-Mar-2023108$151,381,64213F-HR/A25-Apr-20240001172661-24-001934
Q4 2231-Dec-2022123$143,285,65513F-HR2-Feb-20230001172661-23-000405
Q4 2231-Dec-2022104$133,061,27313F-HR/A25-Apr-20240001172661-24-001933
Q3 2230-Sep-2022120$139,456,00013F-HR14-Nov-20220001507971-22-000004
Q2 2230-Jun-2022138$222,247,00013F-HR15-Aug-20220001507971-22-000003
Q1 2231-Mar-2022117$181,046,00013F-HR16-May-20220001507971-22-000002
Q4 2131-Dec-2021124$188,117,00013F-HR15-Feb-20220001507971-22-000001
Q3 2130-Sep-2021150$226,00013F-HR15-Nov-20210001507971-21-000005
Q2 2130-Jun-2021125$177,00013F-HR16-Aug-20210001507971-21-000003
Q1 2131-Mar-2021117$155,730,00013F-HR13-May-20210001507971-21-000002
Q4 2031-Dec-2020107$133,024,00013F-HR12-Feb-20210001507971-21-000001
Q3 2030-Sep-2020105$120,631,00013F-HR13-Nov-20200001507971-20-000004
Q2 2030-Jun-2020107$104,148,00013F-HR2-Nov-20210001507971-21-000004
Q1 2031-Mar-202092$83,621,00013F-HR14-May-20200001507971-20-000002
Q4 1931-Dec-2019114$99,229,00013F-HR14-Feb-20200001507971-20-000001
Q3 1930-Sep-201991$82,012,00013F-HR14-Nov-20190001507971-19-000003
Q2 1930-Jun-201992$81,062,00013F-HR13-Aug-20190001507971-19-000002
Q4 1831-Dec-201880$62,294,00013F-HR15-Feb-20190001507971-19-000001
Q3 1830-Sep-201894$76,994,00013F-HR11-Oct-20180001507971-18-000005
Q2 1830-Jun-201887$69,929,00013F-HR13-Aug-20180001507971-18-000003
Q1 1831-Mar-201885$73,406,00013F-HR15-May-20180001507971-18-000002
Q4 1731-Dec-201779$63,308,00013F-HR15-Feb-20180001507971-18-000001
Q4 1631-Dec-2016139$179,83113F-HR15-Feb-20170001507971-17-000001
Q3 1630-Sep-2016148$176,72413F-HR14-Nov-20160001507971-16-000008
Q2 1630-Jun-2016142$164,89913F-HR3-Aug-20160001507971-16-000007
Q1 1631-Mar-2016241$181,31013F-HR2-May-20160001507971-16-000006
Q4 1531-Dec-2015124$147,46213F-HR11-Feb-20160001507971-16-000005