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US - Multi-Industrials/Engineering and Construction Coverage Cluster

Ref IMAGES-003-HOUSE_OVERSIGHT_014643.txt Release House Oversight Committee — Epstein Estate Records (Nov 2025) 1 pages

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BofA Merrill Lynch Dover Corp General Electric Company Rush Allegion AMETEK Inc Colfax Corporation Fortive Corporation HD Supply Holdings Inc Honeywell International Inc Ingersoll-Rand Milacron Mistras Group

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US - Multi-Industrials/Engineering and Construction Coverage Cluster BofA Merrill Lynch Investment rating Company ticker Bloomberg symbol Analyst BUY 3M Company MMM MMM US Andrew Obin AECOM ACM ACM US Anna Kaminskaya, CFA Allegion ALLE ALLE US Andrew Obin AMETEK Inc AME AME US Andrew Obin Colfax Corporation CFX CFX US Andrew Obin Dover Corp DOV DOV US Andrew Obin Fortive Corporation FIV FTV US Andrew Obin General Electric Company GE GEUS Andrew Obin HD Supply Holdings Inc HDS HDS US Andrew Obin Honeywell International Inc. HON HON US Andrew Obin Ingersoll-Rand IR IRUS Andrew Obin KBR KBR KBR US Anna Kaminskaya, CFA Milacron MCRN MCRN US Andrew Obin Mistras Group MG MG US Andrew Obin Rush RUSHA RUSHA US Andrew Obin NEUTRAL Eaton Corp PLC ETN ETN US Andrew Obin Flowserve FLS FLS US Andrew Obin ITT Inc. IT ITTUS Andrew Obin Jacobs Eng. JEC JEC US Anna Kaminskaya, CFA Parker Hannifin Corporation PH PH US Andrew Obin UNDERPERFORM Chicago Bridge & Iron Company CBI CBI US Anna Kaminskaya, CFA Donaldson Co DC| DCI US Andrew Obin Emerson Electric Co EMR EMR US Andrew Obin Fluor Corp FLR FLR US Anna Kaminskaya, CFA Pentair plc PNR PNR US Andrew Obin Rexnord Corporation RXN RXN US Andrew Obin Rockwell ROK ROK US Andrew Obin SPX Flow Inc. FLOW FLOW US Andrew Obin US - Semiconductors Coverage Cluster BofA Merrill Lynch Investment rating Company ticker Bloomberg symbol Analyst BUY Advanced Micro Devices, Inc AMD AMD US Vivek Arya Analog Devices Inc. ADI ADI US Vivek Arya Broadcom Limited AVGO AVGO US Vivek Arya Cypress CY CY US Vivek Arya Inphi Corporation IPHI IPHI US Vivek Arya Integrated Device Technology, Inc. IDTI IDTI US Vivek Arya Intel INTC INTC US Vivek Arya Microchip MCHP MCHP US Vivek Arya NVIDIA Corporation NVDA NVDA US Vivek Arya ON Semiconductor ON ON US Vivek Arya Skyworks Solutions, Inc. SWKS SWKS US Vivek Arya Texas Instruments Inc. TXN TXN US Vivek Arya NEUTRAL Cavium CAVM CAVM US Vivek Arya M/A-Com MTSI MTSI US Vivek Arya Maxim Integrated Products Inc. MXIM MXIM US Vivek Arya UNDERPERFORM Marvell Technology Group Ltd. MRVL MRVL US Vivek Arya Qorvo Inc. QRVO QRVO US Vivek Arya Xilinx Inc. XLNX XLNX US Vivek Arya 22 Top 10 US Ideas Quarterly | 03 January 2017 Bankof America <> Merrill Lynch HOUSE_OVERSIGHT_014643

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