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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 11 of 12  ·  237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 DPZ DOMINOS PIZZA INC Consumer Cyclical 3,893.0 $1.2M 0.01% +137.0 +3.6% $295.98 +17.9%
202 INVH INVITATION HOMES INC Real Estate 37,490.0 $1.1M 0.01% +19K +103.8% $30.42 +0.1%
203 RKLB ROCKET LAB CORP COM ADDED Industrials 11,517.0 $1.1M 0.01% +3K +38.8% $98.68 -30.8%
204 LYFT LYFT INC Technology 74,292.0 $1.1M 0.01% +11K +18.1% $14.82 +19.3%
205 CIFR CIPHER MINING INC Financial Services 45,398.0 $1.1M 0.01% +1K +3.2% $24.20 -36.5%
206 PAAS PAN AMERN SILVER CORP Basic Materials 24,624.0 $1.1M 0.01% +2K +7.2% $44.56 +20.4%
207 TXT TEXTRON INC Industrials 11,122.0 $1.0M 0.01% +3K +30.8% $91.79 -10.5%
208 CVNA CARVANA CO Consumer Cyclical 14,330.0 $943K 0.01% +10K +254.3% $65.82 +9.9%
209 CORPAY INC 2,561.0 $844K 0.01% +371.0 +16.9% $329.49
210 YUMC YUM CHINA HLDGS INC Consumer Cyclical 19,893.0 $813K 0.01% +4K +25.3% $40.86 +19.7%
211 TECH BIO-TECHNE CORP Healthcare 11,412.0 $807K 0.01% +1K +12.8% $70.68 +2.4%
212 WTS WATTS WATER TECHNOLOGIES INC Industrials 2,007.0 $786K 0.01% +107.0 +5.6% $391.45 -4.8%
213 TEAM ATLASSIAN CORPORATION Technology 10,150.0 $784K 0.01% +5K +110.8% $77.23 +121.8%
214 DOW DOW INC Basic Materials 26,472.0 $725K 0.01% +4K +20.2% $27.40 +14.7%
215 VGSH VANGUARD SCOTTSDALE FDS 12,416.0 $724K 0.01% +141.0 +1.1% $58.27 -0.2%
216 CMC COMMERCIAL METALS CO Basic Materials 11,168.0 $704K 0.00% +281.0 +2.6% $63.07 +2.9%
217 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 7,665.0 $698K 0.00% +3K +52.5% $91.12 +23.3%
218 UHS UNIVERSAL HLTH SVCS INC Healthcare 4,542.0 $670K 0.00% +200.0 +4.6% $147.53 +19.6%
219 EHC ENCOMPASS HEALTH CORP Healthcare 6,605.0 $663K 0.00% +1K +28.9% $100.40 +20.4%
220 WCN WASTE CONNECTIONS INC Industrials 3,974.0 $662K 0.00% +212.0 +5.6% $166.69 +1.4%
Page 11 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%