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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 11 of 13  ·  252 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 TSN TYSON FOODS INC Consumer Defensive 22,589.0 $1.4M 0.01% +3K +17.9% $63.86 -13.2%
202 FIX COMFORT SYS USA INC Industrials 1,006.0 $1.4M 0.01% +6.0 +0.6% $1378.99 +42.7%
203 XEL XCEL ENERGY INC Utilities 16,911.0 $1.3M 0.01% +97.0 +0.6% $79.44 -2.5%
204 DPZ DOMINOS PIZZA INC Consumer Cyclical 3,756.0 $1.3M 0.01% +2K +193.2% $357.62 -12.6%
205 AEIS ADVANCED ENERGY INDS Industrials 4,156.0 $1.3M 0.01% +547.0 +15.2% $319.47 +16.6%
206 IONQ IONQ INC Technology 45,841.0 $1.3M 0.01% +31K +203.4% $28.67 +97.2%
207 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 17,935.0 $1.3M 0.01% +1K +6.3% $72.73 +3.3%
208 XYL XYLEM INC Industrials 10,832.0 $1.3M 0.01% +197.0 +1.9% $119.41 -7.6%
209 CVNA CARVANA CO Consumer Cyclical 4,044.0 $1.3M 0.01% +24.0 +0.6% $314.38 -78.8%
210 FANG DIAMONDBACK ENERGY INC Energy 6,377.0 $1.3M 0.01% +199.0 +3.2% $198.11 -7.4%
211 SOFI SOFI TECHNOLOGIES INC Financial Services 81,443.0 $1.3M 0.01% +36K +79.3% $15.42 +16.2%
212 AXON AXON ENTERPRISE INC Industrials 2,839.0 $1.2M 0.01% +27.0 +1.0% $423.47 -0.0%
213 HUM HUMANA INC Healthcare 6,709.0 $1.2M 0.01% +3K +63.3% $172.33 +109.3%
214 NUE NUCOR CORP Basic Materials 6,543.0 $1.1M 0.01% +37.0 +0.6% $169.10 +44.2%
215 WEC WEC ENERGY GROUP INC Utilities 9,305.0 $1.1M 0.01% +59.0 +0.6% $115.77 -2.8%
216 ODFL OLD DOMINION FREIGHT LINE IN Industrials 5,261.0 $1.0M 0.01% +31.0 +0.6% $195.40 +13.1%
217 EME EMCOR GROUP INC Industrials 1,390.0 $1.0M 0.01% +7.0 +0.5% $737.18 +13.5%
218 HBAN HUNTINGTON BANCSHARES INC Financial Services 63,742.0 $997K 0.01% +14K +27.9% $15.64 +7.8%
219 NRG NRG ENERGY INC Utilities 6,806.0 $992K 0.01% +780.0 +12.9% $145.75 -7.3%
220 IP INTERNATIONAL PAPER CO Consumer Cyclical 27,220.0 $956K 0.01% +2K +8.2% $35.14 +4.8%
Page 11 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%