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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 5 of 30  ·  595 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ARCC CALL ARES CAPITAL CORP Financial Services 300,000.0 $6.1M NEW $20.41 -5.6%
82 NTR CALL NUTRIEN LTD Basic Materials 100,000.0 $5.9M NEW $58.71 +15.2%
83 VICTORY PORTFOLIOS II 203,774.0 $5.8M NEW $28.68
84 CTVA CALL CORTEVA INC Basic Materials 85,000.0 $5.7M NEW $67.63 +12.6%
85 VRNS CALL VARONIS SYS INC Technology 99,900.0 $5.7M NEW $57.47 -42.0%
86 SEMTECH CORP 2,810,000.0 $5.5M NEW $1.97
87 IMPINJ INC 3,224,000.0 $5.4M NEW $1.67
88 PUT XPLR INFRASTRUCTURE LP 528,400.0 $5.4M NEW $10.17
89 BMNR PUT BITMINE IMMERSION TECNOLOGIE Financial Services 100,200.0 $5.2M NEW $51.93 -69.0%
90 MPT CALL MEDICAL PPTYS TRUST INC Financial Services 1,000,000.0 $5.1M NEW $5.07 -2.2%
91 KIE PUT SPDR SERIES TRUST 85,000.0 $5.0M NEW $59.32 -1.5%
92 PENG PENGUIN SOLUTIONS INC Technology 176,444.0 $4.6M NEW $26.28 +144.0%
93 EME PUT EMCOR GROUP INC Industrials 7,100.0 $4.6M NEW $649.54 +26.7%
94 BILL HOLDINGS INC 4,676,000.0 $4.6M NEW $0.98
95 MARA PUT MARA HOLDINGS INC Financial Services 249,800.0 $4.6M NEW $18.26 -22.9%
96 WW INTL INC 153,825.0 $4.2M NEW $27.36
97 WEC ENERGY GROUP INC 3,357,000.0 $4.1M NEW $1.23
98 UEC CALL URANIUM ENERGY CORP Energy 304,600.0 $4.1M NEW $13.34 -17.3%
99 TGB CALL TASEKO MINES LTD Basic Materials 940,500.0 $4.0M NEW $4.23 +77.3%
100 AVNT PUT AVIENT CORPORATION Basic Materials 120,000.0 $4.0M NEW $32.95 +14.6%
Page 5 of 30  ·  595 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%