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Portfolio (Quarterly) Guide ↗

BANCO BILBAO VIZCAYA ARGENTARIA, S.A.

· CIK 0000842180
13F Portfolio $14.3B AUM 726 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 41 New 252 Added 369 Reduced 39 Exited
Page 1 of 13  ·  252 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY SPDR S&P 500 ETF TRUST Financial Services 4,269,557.0 $2.74B 19.16% +1.1M +34.0% $641.19 +16.4%
2 NVDA NVIDIA CORPORATION Technology 4,842,216.0 $837.1M 5.86% +306K +6.8% $172.88 +21.9%
3 MSFT MICROSOFT CORP Technology 1,417,836.0 $523.3M 3.66% +224K +18.7% $369.07 +2.8%
4 BIL SPDR BLOOMBERG BARCLAYS 1-3 MONTH T-BILL ETF 3,564,358.0 $325.1M 2.27% +823K +30.0% $91.20 +0.4%
5 AMZN AMAZON COM INC Consumer Cyclical 1,567,542.0 $324.9M 2.27% +241K +18.2% $207.29 +17.9%
6 AVGO BROADCOM INC Technology 1,020,928.0 $315.4M 2.21% +147K +16.8% $308.89 +33.2%
7 META META PLATFORMS INC Communication Services 548,272.0 $310.9M 2.18% +70K +14.7% $567.01 +1.8%
8 GLD SPDR GOLD SHARES Financial Services 469,933.0 $198.6M 1.39% +66K +16.3% $422.54 -8.4%
9 IVV ISHARES CORE S&P 500 ETF 290,998.0 $188.4M 1.32% +54K +22.6% $647.53 +15.8%
10 VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 2,195,726.0 $173.2M 1.21% +216K +10.9% $78.89 -0.0%
11 SHV ISHARES SHORT TREASURY BOND ETF 1,432,889.0 $157.4M 1.10% +101K +7.6% $109.83 +0.4%
12 NFLX NETFLIX INC Communication Services 1,381,520.0 $132.1M 0.92% +293K +27.0% $95.59 -19.0%
13 PLTR PALANTIR TECHNOLOGIES INC Technology 749,328.0 $108.9M 0.76% +165K +28.3% $145.33 -11.6%
14 V VISA INC Financial Services 358,526.0 $108.1M 0.76% +67K +23.0% $301.39 +8.6%
15 MU MICRON TECHNOLOGY INC Technology 315,209.0 $105.4M 0.74% +129K +69.6% $334.53 +239.0%
16 SLV ISHARES SILVER TRUST Financial Services 1,467,559.0 $97.5M 0.68% +364K +32.9% $66.42 -10.4%
17 ACWI ISHARES MSCI ACWI ETF 679,655.0 $93.2M 0.65% +8K +1.2% $137.14 +15.0%
18 SIVR ABRDN SILVER ETF TRUST Financial Services 1,321,475.0 $92.3M 0.65% +261K +24.7% $69.84 -10.5%
19 LLY ELI LILLY & CO Healthcare 100,075.0 $91.7M 0.64% +37K +59.3% $916.44 +19.9%
20 EWZ ISHARES MSCI BRAZIL ETF 2,347,600.0 $89.0M 0.62% +129K +5.8% $37.92 -11.0%
Page 1 of 13  ·  252 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
Financial Services 34.4%
Technology 31.3%
Communication Services 10.5%
Consumer Cyclical 7.0%
Healthcare 6.7%
Consumer Defensive 2.7%
Industrials 2.6%
Energy 1.9%
Basic Materials 1.3%
Utilities 1.0%