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Portfolio (Quarterly) Guide ↗

BANCO BILBAO VIZCAYA ARGENTARIA, S.A.

· CIK 0000842180
13F Portfolio $16.1B AUM 733 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 54 New 237 Added 401 Reduced 47 Exited
Page 10 of 12  ·  237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 LII LENNOX INTL INC Industrials 3,247.0 $1.9M 0.01% +809.0 +33.2% $575.50 -30.7%
182 CHD CHURCH & DWIGHT CO INC Consumer Defensive 18,380.0 $1.8M 0.01% +10K +122.4% $96.88 +5.8%
183 AEIS ADVANCED ENERGY INDS Industrials 4,744.0 $1.8M 0.01% +588.0 +14.2% $371.88 -26.1%
184 PLUG PLUG POWER INC Industrials 596,830.0 $1.6M 0.01% +93K +18.6% $2.67 -18.9%
185 LEIDOS HOLDINGS INC 15,466.0 $1.6M 0.01% +10K +164.5% $101.11
186 XLB MATERIALS SELECT SECTOR SPDR FUND 30,506.0 $1.6M 0.01% +24K +406.6% $50.91 +5.2%
187 DOV DOVER CORP Industrials 6,765.0 $1.5M 0.01% +3K +60.6% $224.28 -9.2%
188 RIOT RIOT PLATFORMS INC Financial Services 54,457.0 $1.5M 0.01% +827.0 +1.5% $26.99 -25.9%
189 RBRK RUBRIK INC. Technology 18,852.0 $1.5M 0.01% +4K +29.7% $77.63 +26.3%
190 THD ISHARES INC 20,102.0 $1.5M 0.01% +4K +25.0% $72.16 +1.8%
191 VGT VANGUARD INFORMATION TECHNOLOGY ETF 12,160.0 $1.4M 0.01% +11K +1125.8% $118.31 -1.6%
192 MSTR MICROSTRATEGY INC Technology 16,612.0 $1.4M 0.01% +4K +31.6% $85.92 +42.7%
193 JKHY HENRY JACK & ASSOC INC Technology 10,232.0 $1.4M 0.01% +4K +53.5% $137.74 +23.8%
194 FEZ SPDR EURO STOXX 50 ETF 20,532.0 $1.4M 0.01% +14K +208.2% $68.59 +4.4%
195 VICR VICOR CORP Technology 3,771.0 $1.4M 0.01% +2K +151.4% $368.17 -48.4%
196 BRO BROWN & BROWN INC Financial Services 21,059.0 $1.3M 0.01% +13K +151.6% $63.54 +17.4%
197 MAA MID-AMER APT CMNTYS INC Real Estate 9,538.0 $1.3M 0.01% +6K +174.1% $138.93 -4.2%
198 XME SPDR S&P METALS & MINING ETF 12,227.0 $1.3M 0.01% +2K +15.4% $106.42 +10.8%
199 IEX IDEX CORP Industrials 5,482.0 $1.2M 0.01% +1K +25.3% $226.81 +3.0%
200 PTC PTC INC Technology 10,317.0 $1.2M 0.01% +3K +40.6% $112.49 +37.2%
Page 10 of 12  ·  237 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 38.3%
Financial Services 30.1%
Communication Services 8.6%
Consumer Cyclical 7.7%
Healthcare 6.2%
Industrials 2.7%
Consumer Defensive 2.4%
Energy 1.4%
Utilities 1.1%
Basic Materials 1.1%