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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
Q1 2026 Q3 2025 · All 595 New 3556 Added 3419 Reduced
Page 113 of 414  ·  8,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2241 SIG CALL SIGNET JEWELERS LIMITED Consumer Cyclical 300,000.0 $28.8M 0.00% $95.92 -13.3%
2242 J P MORGAN EXCHANGE TRADED F 577,634.0 $28.8M 0.00% +6K +1.0% $49.81
2243 ISHARES TR 1,447,100.0 $28.8M 0.00% +68K +4.9% $19.88
2244 GLOB GLOBANT S A Technology 500,737.0 $28.7M 0.00% +188K +60.0% $57.38 -32.3%
2245 EWT ISHARES INC 451,026.0 $28.7M 0.00% +76K +20.1% $63.62 +61.8%
2246 RDNT RADNET INC Healthcare 376,059.0 $28.7M 0.00% $76.21 -29.4%
2247 MBLY MOBILEYE GLOBAL INC Consumer Cyclical 2,028,091.0 $28.6M 0.00% -404K -16.6% $14.12 -28.0%
2248 MIRM MIRUM PHARMACEUTICALS INC Healthcare 390,474.0 $28.6M 0.00% $73.31 +32.8%
2249 KTB KONTOOR BRANDS INC Consumer Cyclical 358,812.0 $28.6M 0.00% -36K -9.1% $79.77 -8.2%
2250 HYEM VANECK ETF TRUST 1,426,955.0 $28.6M 0.00% +324K +29.4% $20.05 +0.4%
2251 OXY CALL OCCIDENTAL PETE CORP Energy 605,200.0 $28.6M 0.00% +179K +42.1% $47.25 +20.4%
2252 LOW CALL LOWES COS INC Consumer Cyclical 113,700.0 $28.6M 0.00% +13K +12.7% $251.31 -13.7%
2253 LIVN LIVANOVA PLC Healthcare 545,358.0 $28.6M 0.00% +39K +7.8% $52.38 +41.1%
2254 MAT MATTEL INC Consumer Cyclical 1,695,562.0 $28.5M 0.00% -824K -32.7% $16.83 -11.5%
2255 FCN FTI CONSULTING INC Industrials 176,509.0 $28.5M 0.00% -19K -9.5% $161.65 -4.5%
2256 MSM MSC INDL DIRECT INC Industrials 309,587.0 $28.5M 0.00% -9K -2.8% $92.14 +16.7%
2257 INSTALLED BLDG PRODS INC 115,646.0 $28.5M 0.00% +39K +51.7% $246.66
2258 ULTA PUT ULTA BEAUTY INC Consumer Cyclical 52,000.0 $28.4M 0.00% -15K -22.4% $546.75 -7.2%
2259 PEGA PEGASYSTEMS INC Technology 494,272.0 $28.4M 0.00% -27K -5.2% $57.50 -41.3%
2260 FXO FIRST TR EXCHANGE TRADED FD 477,775.0 $28.4M 0.00% -17K -3.4% $59.39 -0.9%
Page 113 of 414  ·  8,279 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%