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Portfolio (Quarterly) Guide ↗

BANK OF AMERICA CORP /DE/

· CIK 0000070858
13F Portfolio $1.37T AUM 17,872 positions Filed May 18, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q3 2025 · All 248 New 3084 Added 2197 Reduced 2838 Exited
Page 37 of 142  ·  2,838 positions
# Ticker Company Sector Shares Value ↓ % Port Status
721 MO PUT ALTRIA GROUP INC Consumer Defensive 70,000 $4.6M SOLD
722 SPG CALL SIMON PPTY GROUP INC NEW Real Estate 24,600 $4.6M SOLD
723 EME PUT EMCOR GROUP INC Industrials 7,100 $4.6M SOLD
724 BILL HOLDINGS INC 4,676,000 $4.6M SOLD
725 BCYC BICYCLE THERAPEUTICS PLC Healthcare 591,535 $4.6M SOLD
726 NEW MTN FIN CORP 4,578,000 $4.6M SOLD
727 GWW PUT GRAINGER W W INC Industrials 4,800 $4.6M SOLD
728 MARA PUT MARA HOLDINGS INC Financial Services 249,800 $4.6M SOLD
729 USB CALL US BANCORP DEL Financial Services 94,000 $4.5M SOLD
730 ENB PUT ENBRIDGE INC Energy 90,000 $4.5M SOLD
731 VICTORY PORTFOLIOS II 87,766 $4.5M SOLD
732 CCL PUT CARNIVAL CORP Consumer Cyclical 156,000 $4.5M SOLD
733 SLF PUT SUN LIFE FINANCIAL INC. Financial Services 75,000 $4.5M SOLD
734 WDAY PUT WORKDAY INC Technology 18,700 $4.5M SOLD
735 AIG CALL AMERICAN INTL GROUP INC Financial Services 56,900 $4.5M SOLD
736 ENGENE HOLDINGS INC 647,192 $4.4M SOLD
737 PARAMOUNT GROUP INC 673,705 $4.4M SOLD
738 JAMF HLDG CORP 411,334 $4.4M SOLD
739 LOGI CALL LOGITECH INTL S A Technology 40,000 $4.4M SOLD
740 ROK PUT ROCKWELL AUTOMATION INC Industrials 12,500 $4.4M SOLD
Page 37 of 142  ·  2,838 positions
Sector Allocation
Technology 25.8%
Financial Services 18.9%
Industrials 10.3%
Healthcare 9.9%
Consumer Cyclical 8.5%
Communication Services 8.1%
Consumer Defensive 5.3%
Energy 5.3%
Utilities 2.9%
Real Estate 2.5%