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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 4 of 13  ·  252 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 WDC WESTERN DIGITAL CORP Technology 88,462.0 $23.8M 0.17% +7K +9.0% $268.99 +164.7%
62 FCX FREEPORT-MCMORAN INC Basic Materials 404,193.0 $23.5M 0.17% +133K +48.9% $58.17 +18.1%
63 DHR DANAHER CORPORATION Healthcare 123,191.0 $23.3M 0.16% +58K +88.6% $189.47 -6.5%
64 SNPS SYNOPSYS INC Technology 58,130.0 $23.0M 0.16% +9K +17.4% $394.99 +15.3%
65 ISRG INTUITIVE SURGICAL INC Healthcare 49,562.0 $22.8M 0.16% +4K +8.0% $460.21 -11.6%
66 USB US BANCORP DEL Financial Services 429,604.0 $22.3M 0.16% +274K +176.6% $51.95 +11.9%
67 PANW PALO ALTO NETWORKS INC Technology 138,048.0 $22.0M 0.15% +17K +13.8% $159.58 +80.3%
68 AZO AUTOZONE INC Consumer Cyclical 6,489.0 $21.9M 0.15% +2K +34.0% $3371.93 -9.1%
69 CMCSA COMCAST CORP NEW Communication Services 752,372.0 $21.6M 0.15% +43K +6.0% $28.71 -21.9%
70 HOOD ROBINHOOD MKTS INC Financial Services 321,003.0 $21.5M 0.15% +94K +41.6% $66.84 +61.8%
71 PYPL PAYPAL HLDGS INC Financial Services 464,367.0 $20.9M 0.15% +17K +3.7% $45.07 -5.7%
72 EBAY EBAY INC. Consumer Cyclical 219,711.0 $20.0M 0.14% +18K +9.2% $90.92 +19.1%
73 RIO RIO TINTO PLC Basic Materials 212,538.0 $19.8M 0.14% +197K +1251.8% $93.29 +7.3%
74 GSK GSK PLC Healthcare 350,902.0 $19.4M 0.14% +346K +7199.8% $55.19 -8.2%
75 MRVL MARVELL TECHNOLOGY INC Technology 196,819.0 $18.7M 0.13% +46K +30.4% $95.10 +226.6%
76 SMH VANECK ETF TRUST 50,403.0 $18.7M 0.13% +5K +12.0% $371.34 +77.7%
77 FDX FEDEX CORP Industrials 51,360.0 $18.3M 0.13% +9K +20.3% $356.18 -8.4%
78 CL COLGATE PALMOLIVE CO Consumer Defensive 198,597.0 $16.9M 0.12% +8K +4.5% $85.23 +5.0%
79 SHOP SHOPIFY INC Technology 135,392.0 $15.9M 0.11% +11K +8.7% $117.77 -7.6%
80 MPWR MONOLITHIC PWR SYS INC Technology 14,525.0 $15.8M 0.11% +13K +662.9% $1090.83 +43.3%
Page 4 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%