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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 4 of 12  ·  237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BLOCK INC 262,677.0 $20.0M 0.12% +135K +106.1% $76.11
62 ARM ARM HOLDINGS PLC Technology 55,794.0 $19.9M 0.12% +28K +101.4% $356.53 -32.9%
63 XLK TECHNOLOGY SELECT SECTOR SPDR FUND 101,029.0 $19.2M 0.12% +54K +114.7% $189.96 -4.8%
64 CL COLGATE PALMOLIVE CO Consumer Defensive 204,539.0 $18.8M 0.12% +6K +3.0% $91.68 +0.2%
65 FDX FEDEX CORP Industrials 59,152.0 $18.5M 0.12% +8K +15.2% $312.97 +5.2%
66 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 538,708.0 $18.2M 0.11% +347K +180.3% $33.73 +12.0%
67 ASML ASML Holding NV Technology 9,169.0 $18.0M 0.11% +134.0 +1.5% $1967.62 -10.7%
68 SHOP SHOPIFY INC Technology 157,580.0 $18.0M 0.11% +22K +16.4% $114.16 +31.0%
69 CTVA CORTEVA INC Basic Materials 211,248.0 $17.9M 0.11% +1K +0.6% $84.67 -2.9%
70 ALL ALLSTATE CORP Financial Services 74,729.0 $17.8M 0.11% +2K +3.2% $237.94 +8.9%
71 STT STATE STR CORP Financial Services 104,222.0 $17.7M 0.11% +2K +1.6% $169.60 +12.7%
72 ROK ROCKWELL AUTOMATION INC Industrials 33,936.0 $16.8M 0.10% +277.0 +0.8% $495.08 -13.3%
73 ADSK AUTODESK INC Technology 81,633.0 $15.9M 0.10% +5K +6.4% $194.31 +31.0%
74 HIG HARTFORD INSURANCE GROUP INC Financial Services 118,109.0 $15.7M 0.10% +2K +1.6% $132.52 +4.9%
75 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 177,940.0 $15.5M 0.10% +4K +2.0% $87.04 +6.7%
76 LULU LULULEMON ATHLETICA INC Consumer Cyclical 136,182.0 $15.3M 0.10% +91K +203.2% $112.47 +8.7%
77 DHI D R HORTON INC Consumer Cyclical 92,767.0 $15.1M 0.09% +78K +513.7% $162.90 -8.5%
78 DELL DELL TECHNOLOGIES INC Technology 34,733.0 $14.7M 0.09% +336.0 +1.0% $423.52 +2.8%
79 REGN REGENERON PHARMACEUTICALS Healthcare 22,639.0 $14.1M 0.09% +6K +40.2% $623.80 +32.6%
80 BDX BECTON DICKINSON & CO Healthcare 91,824.0 $13.9M 0.09% +83K +908.7% $151.34 +26.0%
Page 4 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%