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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 90 of 142  ·  2,838 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1781 ONEG ONECONSTRUCTION GROUP LTD Industrials 1,400 $16K SOLD
1782 UHG UNITED HOMES GROUP INC Consumer Cyclical 3,751 $15K SOLD
1783 BRIDGEBIO ONCOLOGY THERAPEUT 1,329 $15K SOLD
1784 OMSE OMS ENERGY TECHNOLOGIES INC Energy 3,600 $15K SOLD
1785 MERC MERCER INTL INC Basic Materials 5,284 $15K SOLD
1786 RSSS RESEARCH SOLUTIONS INC Technology 4,023 $15K SOLD
1787 JPEF J P MORGAN EXCHANGE TRADED F 200 $15K SOLD
1788 NCLH PUT NORWEGIAN CRUISE LINE HLDG L Consumer Cyclical 600 $15K SOLD
1789 CLOUDFLARE INC 11,800 $15K SOLD
1790 ATLANTIC INTL CORP 4,815 $15K SOLD
1791 IOR INCOME OPPORTUNITY RLTY INVS Financial Services 823 $15K SOLD
1792 BNGO BIONANO GENOMICS INC Healthcare 8,507 $15K SOLD
1793 FRNW FIDELITY COVINGTON TRUST 748 $15K SOLD
1794 CMDT PIMCO ETF TR 528 $14K SOLD
1795 GEN DIGITAL INC 1,913 $14K SOLD
1796 OMEROS CORP 15,000 $14K SOLD
1797 COMMERCE.COM INC 15,000 $14K SOLD
1798 HGTY HAGERTY INC Financial Services 1,140 $14K SOLD
1799 BYSI BEYONDSPRING INC Healthcare 7,544 $14K SOLD
1800 FEDERAL AGRIC MTG CORP 110 $14K SOLD
Page 90 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%