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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 52 of 155  ·  3,084 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 TPC TUTOR PERINI CORP Industrials 481,180.0 $37.1M 0.00% +244K +103.2% $77.19 -0.3%
1022 FSLY FASTLY INC Technology 1,269,369.0 $36.9M 0.00% +1.0M +441.8% $29.06 -43.6%
1023 XMVM INVESCO EXCHANGE TRADED FD T 566,191.0 $36.9M 0.00% +305K +116.9% $65.12 +5.4%
1024 ALBEMARLE CORP 513,140.0 $36.9M 0.00% +297K +137.8% $71.85
1025 KT KT CORP Communication Services 1,714,023.0 $36.8M 0.00% +260K +17.9% $21.45 -13.3%
1026 CALX CALIX INC Technology 750,117.0 $36.7M 0.00% +418K +126.0% $48.99 -21.6%
1027 JHG JANUS HENDERSON GROUP PLC Financial Services 713,880.0 $36.7M 0.00% +21K +3.0% $51.37 +0.6%
1028 FGD FIRST TR EXCHANGE-TRADED FD 1,147,241.0 $36.6M 0.00% +571K +98.9% $31.93 +6.2%
1029 VGUS VANGUARD INSTL INDEX FD 482,261.0 $36.5M 0.00% +107K +28.7% $75.66 -0.1%
1030 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 1,846,335.0 $36.5M 0.00% +404K +28.0% $19.75 +15.6%
1031 NOG NORTHERN OIL & GAS INC Energy 1,245,639.0 $36.4M 0.00% +104K +9.1% $29.23 -19.2%
1032 NSP INSPERITY INC Industrials 1,345,533.0 $36.4M 0.00% +28K +2.2% $27.04 +14.1%
1033 ISHARES TR 1,833,654.0 $36.2M 0.00% +387K +26.7% $19.72
1034 FTA FIRST TR EXCHANGE-TRADED ALP 391,307.0 $36.1M 0.00% +45K +13.0% $92.35 +1.9%
1035 SAIC SCIENCE APPLICATIONS INTL CO Technology 380,538.0 $36.1M 0.00% +70K +22.4% $94.92 +1.7%
1036 MMS MAXIMUS INC Industrials 563,486.0 $36.1M 0.00% +110K +24.2% $64.10 -4.2%
1037 VC VISTEON CORP Consumer Cyclical 396,310.0 $36.1M 0.00% +212K +115.5% $91.11 +19.9%
1038 XSMO INVESCO EXCHANGE TRADED FD T 474,699.0 $36.1M 0.00% +31K +7.0% $76.02 +12.1%
1039 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 4,777,122.0 $36.0M 0.00% +395K +9.0% $7.54 +3.1%
1040 ADMA ADMA BIOLOGICS INC Healthcare 3,997,675.0 $36.0M 0.00% +2.9M +255.4% $9.01 -6.1%
Page 52 of 155  ·  3,084 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 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%