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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 13 of 13  ·  252 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 EXPD EXPEDITORS INTL WASH INC Industrials 3,831.0 $549K 0.00% +22.0 +0.6% $143.23 +12.6%
242 PKG PACKAGING CORP AMER Consumer Cyclical 2,555.0 $542K 0.00% +14.0 +0.6% $212.22 +7.9%
243 TX TERNIUM SA Basic Materials 12,439.0 $497K 0.00% +1K +10.9% $39.93 +16.0%
244 FERG FERGUSON ENTERPRISES INC Industrials 2,183.0 $491K 0.00% +356.0 +19.5% $225.12 +5.9%
245 KSS KOHLS CORP Consumer Cyclical 35,798.0 $454K 0.00% +17K +94.6% $12.69 +36.0%
246 ROL ROLLINS INC Consumer Cyclical 8,390.0 $448K 0.00% +48.0 +0.6% $53.41 -15.8%
247 HII HUNTINGTON INGALLS INDS INC Industrials 1,122.0 $426K 0.00% +6.0 +0.5% $379.90 -24.9%
248 TYL TYLER TECHNOLOGIES INC Technology 1,230.0 $421K 0.00% +7.0 +0.6% $342.38 -18.5%
249 TKO TKO GROUP HOLDINGS INC Communication Services 1,894.0 $382K 0.00% +10.0 +0.5% $201.65 -1.4%
250 LNN LINDSAY CORP Industrials 2,694.0 $321K 0.00% +441.0 +19.6% $119.07 +0.0%
251 CPNG COUPANG INC Consumer Cyclical 13,827.0 $255K 0.00% +4K +41.2% $18.46 -2.5%
252 BBBY BEYOND INC Consumer Cyclical 24,454.0 $110K 0.00% +5K +27.4% $4.51 +31.4%
Page 13 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%