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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 53 of 142  ·  2,838 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1041 RRGB RED ROBIN GOURMET BURGERS IN Consumer Cyclical 141,544 $971K SOLD
1042 MISL FIRST TR EXCHANGE-TRADED FD 23,305 $966K SOLD
1043 TTSH TILE SHOP HLDGS INC Consumer Cyclical 159,048 $962K SOLD
1044 GDRX GOODRX HLDGS INC Healthcare 225,672 $955K SOLD
1045 IGV PUT ISHARES TR 8,300 $955K SOLD
1046 SPXN PROSHARES TR 13,216 $952K SOLD
1047 MNST CALL MONSTER BEVERAGE CORP NEW Consumer Defensive 14,100 $949K SOLD
1048 HARBORONE BANCORP INC NEW 69,501 $945K SOLD
1049 AGQ PROSHARES TR II Financial Services 12,300 $938K SOLD
1050 BLACKROCK CALIF MUN INCOME T 85,518 $936K SOLD
1051 DOCU PUT DOCUSIGN INC Technology 12,900 $930K SOLD
1052 FOA FINANCE OF AMERICA COMPAN Financial Services 41,436 $929K SOLD
1053 EDEN ISHARES TR 8,406 $916K SOLD
1054 WEIBO CORP 709,000 $915K SOLD
1055 RSP PUT INVESCO EXCHANGE TRADED FD T 4,700 $892K SOLD
1056 PGR CALL PROGRESSIVE CORP Financial Services 3,600 $889K SOLD
1057 PABU ISHARES TR 12,285 $883K SOLD
1058 PENN ENTERTAINMENT INC 844,000 $871K SOLD
1059 SHIFT4 PMTS INC 843,000 $865K SOLD
1060 STZ PUT CONSTELLATION BRANDS INC Consumer Defensive 6,400 $862K SOLD
Page 53 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%