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Portfolio (Quarterly) Guide ↗

BANK OF AMERICA CORP /DE/

· CIK 0000070858
13F Portfolio $1.47T AUM 29,308 positions Filed Feb 3, 2026 EDGAR ↗ ← All Funds
Q3 2025 Q2 2025 · All 595 New 3556 Added 3419 Reduced 677 Exited
Page 8 of 178  ·  3,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 LYV LIVE NATION ENTERTAINMENT IN Communication Services 6,222,773.0 $1.02B 0.07% +352K +6.0% $163.40 +3.4%
142 HOOD ROBINHOOD MKTS INC Financial Services 7,059,376.0 $1.01B 0.07% +2.1M +42.8% $143.18 -46.7%
143 NSC NORFOLK SOUTHN CORP Industrials 3,287,998.0 $987.7M 0.07% +222K +7.2% $300.41 +6.7%
144 NXPI NXP SEMICONDUCTORS N V Technology 4,336,466.0 $987.5M 0.07% +95K +2.2% $227.73 +27.5%
145 SHY ISHARES TR 11,740,171.0 $974.0M 0.07% +133K +1.1% $82.96 -1.1%
146 GLD CALL SPDR GOLD TR Financial Services 2,731,900.0 $971.1M 0.07% +555K +25.5% $355.47 +17.5%
147 SHM SPDR SERIES TRUST 19,979,704.0 $963.4M 0.07% +1.6M +8.9% $48.22 -1.1%
148 UPS UNITED PARCEL SERVICE INC Industrials 11,462,160.0 $957.4M 0.07% +2.8M +32.5% $83.53 +13.5%
149 AEM AGNICO EAGLE MINES LTD Basic Materials 5,635,979.0 $950.0M 0.06% +73K +1.3% $168.56 +6.0%
150 CEG CONSTELLATION ENERGY CORP Utilities 2,877,776.0 $947.0M 0.06% +106K +3.8% $329.07 -20.5%
151 XBI SPDR SERIES TRUST 9,403,199.0 $942.2M 0.06% +2.8M +41.3% $100.20 +27.9%
152 ANET ARISTA NETWORKS INC Technology 6,441,389.0 $938.6M 0.06% +213K +3.4% $145.71 -3.7%
153 EAGG ISHARES TR 19,173,279.0 $920.9M 0.06% +1.8M +10.4% $48.03 -2.3%
154 ITOT ISHARES TR 6,256,659.0 $911.3M 0.06% +51K +0.8% $145.65 +10.2%
155 D DOMINION ENERGY INC Utilities 14,678,283.0 $897.9M 0.06% +479K +3.4% $61.17 +9.2%
156 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 12,969,569.0 $873.0M 0.06% +366K +2.9% $67.31 +30.4%
157 ADSK AUTODESK INC Technology 2,694,525.0 $856.0M 0.06% +15K +0.6% $317.67 -24.2%
158 VICI VICI PPTYS INC Real Estate 26,160,282.0 $853.1M 0.06% +4.0M +17.9% $32.61 -13.0%
159 EMXC ISHARES INC 12,513,299.0 $844.8M 0.06% +679K +5.7% $67.51 +38.1%
160 HYD VANECK ETF TRUST 16,531,313.0 $841.4M 0.06% +1.1M +7.4% $50.90 -0.7%
Page 8 of 178  ·  3,556 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.4%
Financial Services 19.1%
Industrials 9.7%
Consumer Cyclical 9.4%
Healthcare 9.0%
Communication Services 8.1%
Consumer Defensive 4.9%
Energy 4.2%
Utilities 2.7%
Real Estate 2.3%