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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 34  ·  677 positions
# Ticker Company Sector Shares Value ↓ % Port Status
141 IAG PUT IAMGOLD CORP Basic Materials 344,500 $2.5M SOLD
142 USAS AMERICAS GOLD AND SILVER COR Basic Materials 3,123,373 $2.5M SOLD
143 HESM CALL HESS MIDSTREAM LP Energy 65,400 $2.5M SOLD
144 WK KELLOGG CO 155,695 $2.5M SOLD
145 SPECTRUM BRANDS INC 2,640,000 $2.4M SOLD
146 SUN CALL SUNOCO LP/SUNOCO FIN CORP Energy 43,400 $2.3M SOLD
147 KTOS CALL KRATOS DEFENSE & SEC SOLUTIO Industrials 50,000 $2.3M SOLD
148 KTOS PUT KRATOS DEFENSE & SEC SOLUTIO Industrials 50,000 $2.3M SOLD
149 INTERDIGITAL INC 795,000 $2.3M SOLD
150 AVXL PUT ANAVEX LIFE SCIENCES CORP Healthcare 249,900 $2.3M SOLD
151 LI AUTO INC 1,927,000 $2.3M SOLD
152 PUT REDFIN CORP 200,000 $2.2M SOLD
153 NCL CORP LTD 2,170,000 $2.2M SOLD
154 ZION PUT ZIONS BANCORPORATION N A Financial Services 41,000 $2.1M SOLD
155 REDFIN CORP 188,524 $2.1M SOLD
156 WOLFSPEED INC 8,500,000 $2.1M SOLD
157 TDOC CALL TELADOC HEALTH INC Healthcare 240,000 $2.1M SOLD
158 IWP PUT ISHARES TR 15,000 $2.1M SOLD
159 VIAV CALL VIAVI SOLUTIONS INC Technology 202,800 $2.0M SOLD
160 SHAK CALL SHAKE SHACK INC Consumer Cyclical 14,500 $2.0M SOLD
Page 8 of 34  ·  677 positions
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%