Bank of America is sticking with stocks including Apple and Nvidia heading into June. The bank revealed several companies that it says are top ideas and that offer plenty of upside potential. Other stocks screened by CNBC Pro and rated buy at Bank of America include: National Vision Holdings, Toll Brothers, Citigroup and Dollar General . Toll Brothers A “rare” beat and raise, analyst Rafe Jadrosich said of Toll following its latest quarterly report. Bank of America says the homebuilder is firing on all cylinders despite the rough macroeconomic environment. “Margins remain healthy/resilient… ” Jadrosich noted. The analyst said shareholders should be impressed, noting that demand remains robust, especially in luxury homes. “We maintain our Buy rating; TOL remains our top pick given its regional/segment positioning, capital return, and attractive valuation,” he said. The stock is down 12% in the past three months. Dollar General & National Vision Holdings Both retailers remain extremely compelling, according to Bank of America. Analyst Robert Ohmes said Dollar General has plenty of “momentum” as it continues to remodel stores and partner with Uber and Instacart for delivery. The bank says it also sees gross margin upside. Ohmes also named eye retailer National Vision Holdings as a top pick, saying investors should buy the dip. “Potential catalysts for valuation recovery include continued rising average ticket still be supported by premiumization, store segmentation and Meta AI glasses,” he wrote. Dollar General shares have fallen for three straight months and the stock is off 17% in 2025; National Vision plunged 29% in May. Citigroup Top pick Citigroup is up 67% over the past 12 months with more room to run, Bank of America said after CEO Jane Fraser’s investor day earlier this month, which included news of a $30 billion buyback authorization. “The camaraderie across the leadership team stood out — signaling alignment and energy behind execution,” analysts led by Ebrahim Poonawala wrote. Poonawala raised his 12-month price target to $170 per share from $150 and said investors would be wise to buy the stock now. “While too soon to declare victory, we believe that shareholders may be about to witness the full potential of this franchise, with the ‘engine’ rebuilt,” he said. In addition, Citi is embracing artificial intelligence into its business. “Citi appears front‑footed on AI, engaging with leaders such as Anthropic and Google,” Poonawala said. Nvidia “Our positive view on Nvidia is based on its unique full-stack and leadership in artificial intelligence silicon, hardware and software. The company’s strong balance sheet and free cash flow returns further enables ecosystem investments and enhanced shareholder returns.” Apple “Our Buy rating on Apple is based on 1) expected strong iPhone upgrade cycle in F25, F26 driven by the need for latest hardware to enable Gen AI features, 2) higher growth in Services revenue, 3) higher margins from more internally developed silicon, 4) continuing capital returns, 5) AI features that can drive higher institutional ownership, and 6) risk around legal issues being manageable.” Citi “The camaraderie across the leadership team stood out — signaling alignment and energy behind execution … While too soon to declare victory, we believe that shareholders may be about to witness the full potential of this franchise, with the ‘engine’ rebuilt. … .Citi appears front‑footed on AI, engaging with leaders such as Anthropic and Google.” Dollar General & National Vision Holdings “DG is trading at 13.5x P/E despite momentum from store remodels with new store format delivery with Uber/CART & SKU rationalization should drive GM upside … EYE’s selloff post 1Q earnings pushed valuation to ~7x 2027E EV/EBITDA, near historical lows. Potential catalysts for valuation recovery include continued rising average ticket still be supported by premiumization, store segmentation & Meta AI glasses.” Toll Brothers “TOL: rare beat and raise in tough macro … Margins remain healthy/resilient, with F2Q [gross margins] of 26.2% ahead of expectations, though mix is expected to pressure F3Q before improving in F4Q … We maintain our Buy rating; TOL remains our top pick given its regional/segment positioning, capital return and attractive valuation.”