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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 34 of 414  ·  8,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 NKE CALL NIKE INC Consumer Cyclical 4,029,800.0 $281.0M 0.02% -392K -8.9% $69.73 -39.0%
662 ROP ROPER TECHNOLOGIES INC Industrials 562,879.0 $280.7M 0.02% +26K +4.8% $498.69 -33.6%
663 TM TOYOTA MOTOR CORP Consumer Cyclical 1,465,611.0 $280.1M 0.02% +68K +4.9% $191.09 -1.9%
664 VRSK VERISK ANALYTICS INC Industrials 1,108,346.0 $278.8M 0.02% +148K +15.5% $251.51 -31.8%
665 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 5,919,584.0 $278.4M 0.02% -102K -1.7% $47.03 +2.1%
666 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 7,101,366.0 $278.3M 0.02% -2.0M -21.8% $39.19 -15.7%
667 KRE PUT SPDR SERIES TRUST 4,395,800.0 $278.3M 0.02% +630K +16.7% $63.30 +6.7%
668 NUSC NUSHARES ETF TR 6,280,149.0 $277.0M 0.02% $44.10 +7.7%
669 HSY HERSHEY CO Consumer Defensive 1,473,427.0 $275.6M 0.02% +53K +3.7% $187.05 +2.5%
670 HAS HASBRO INC Consumer Cyclical 3,633,213.0 $275.6M 0.02% +652K +21.9% $75.85 +23.6%
671 OTIS OTIS WORLDWIDE CORP Industrials 2,996,214.0 $273.9M 0.02% +24K +0.8% $91.43 -22.2%
672 KDP KEURIG DR PEPPER INC Consumer Defensive 10,704,715.0 $273.1M 0.02% -526K -4.7% $25.51 +15.4%
673 OXY OCCIDENTAL PETE CORP Energy 5,685,339.0 $268.6M 0.02% -38K -0.7% $47.25 +26.3%
674 TRGP TARGA RES CORP Energy 1,601,735.0 $268.4M 0.02% +424K +36.0% $167.54 +64.0%
675 EFA CALL ISHARES TR 2,873,500.0 $268.3M 0.02% -120K -4.0% $93.37 +9.2%
676 MTB M & T BK CORP Financial Services 1,355,592.0 $267.9M 0.02% +337K +33.1% $197.62 +4.4%
677 SCHG SCHWAB STRATEGIC TR 8,392,134.0 $267.8M 0.02% +329K +4.1% $31.91 +6.2%
678 NTNX NUTANIX INC Technology 3,563,572.0 $265.1M 0.02% +736K +26.0% $74.39 -36.2%
679 ICVT ISHARES TR 2,647,316.0 $264.9M 0.02% +82K +3.2% $100.05 +14.6%
680 SEIC SEI INVTS CO Financial Services 3,121,067.0 $264.8M 0.02% -40K -1.2% $84.85 +8.4%
Page 34 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%