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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 10 of 13  ·  252 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 EPAM EPAM SYS INC Technology 15,131.0 $2.0M 0.01% +14K +863.8% $135.40 -43.4%
182 A AGILENT TECHNOLOGIES INC Healthcare 18,039.0 $2.0M 0.01% +883.0 +5.2% $113.49 +12.0%
183 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 43,529.0 $2.0M 0.01% +38K +709.2% $46.42 +9.9%
184 VST VISTRA CORP Utilities 13,513.0 $2.0M 0.01% +4K +49.3% $149.20 +6.5%
185 WAT WATERS CORP Healthcare 6,637.0 $2.0M 0.01% +2K +39.7% $297.38 +20.0%
186 TDG TRANSDIGM GROUP INC Industrials 1,614.0 $1.9M 0.01% +13.0 +0.8% $1158.96 +14.6%
187 MET METLIFE INC Financial Services 26,425.0 $1.9M 0.01% +6K +32.3% $70.21 +21.9%
188 Q QNITY ELECTRONICS INC Technology 16,469.0 $1.9M 0.01% +2K +14.9% $112.40 +50.3%
189 HOG HARLEY DAVIDSON INC Consumer Cyclical 92,431.0 $1.8M 0.01% +60K +187.0% $20.00 +28.3%
190 AVB AVALONBAY CMNTYS INC Real Estate 11,339.0 $1.8M 0.01% +1K +12.0% $162.10 +9.4%
191 APOS APOLLO GLOBAL MGMT INC Financial Services 15,848.0 $1.8M 0.01% +2K +10.9% $111.30 -77.0%
192 DD DUPONT DE NEMOURS INC Basic Materials 37,275.0 $1.7M 0.01% +2K +5.6% $45.25 +5.4%
193 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 18,488.0 $1.7M 0.01% +12K +186.2% $89.61 +22.3%
194 STLD STEEL DYNAMICS INC Basic Materials 9,115.0 $1.6M 0.01% +357.0 +4.1% $179.23 +39.4%
195 THOMSON REUTERS CORP 18,104.0 $1.6M 0.01% +8K +80.1% $90.07
196 DBX DROPBOX INC Technology 70,987.0 $1.6M 0.01% +38K +115.0% $22.59 +14.9%
197 KGC KINROSS GOLD CORP Basic Materials 52,981.0 $1.6M 0.01% +3K +6.3% $29.69 -10.2%
198 LUV SOUTHWEST AIRLS CO Industrials 40,724.0 $1.5M 0.01% +2K +4.2% $36.90 +30.0%
199 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 20,391.0 $1.5M 0.01% +119.0 +0.6% $72.46 +26.1%
200 IT GARTNER INC Technology 9,247.0 $1.5M 0.01% +7K +351.3% $158.58 -19.6%
Page 10 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%