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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 5 of 12  ·  237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DG DOLLAR GEN CORP NEW Consumer Defensive 120,347.0 $13.9M 0.09% +6K +5.6% $115.18 +8.8%
82 SYY SYSCO CORP Consumer Defensive 164,603.0 $13.8M 0.09% +3K +1.9% $83.58 +0.3%
83 KR KROGER CO Consumer Defensive 243,829.0 $13.5M 0.08% +10K +4.3% $55.53 +6.4%
84 MTB M & T BK CORP Financial Services 55,604.0 $13.2M 0.08% +667.0 +1.2% $238.01 +1.6%
85 AIG AMERICAN INTL GROUP INC Financial Services 176,686.0 $13.2M 0.08% +8K +4.7% $74.53 +3.8%
86 BBB FOODS INC 313,519.0 $13.0M 0.08% +59K +23.0% $41.58
87 XLU UTILITIES SELECT SECTOR SPDR FUND 277,933.0 $12.7M 0.08% +207K +290.8% $45.75 -5.5%
88 XLI INDUSTRIAL SELECT SECTOR SPDR FUND 68,748.0 $12.7M 0.08% +67K +4449.8% $184.87 -3.2%
89 IDXX IDEXX LABS INC Healthcare 24,013.0 $12.6M 0.08% +281.0 +1.2% $526.41 +6.3%
90 MCHP MICROCHIP TECHNOLOGY INC. Technology 137,569.0 $12.5M 0.08% +11K +8.8% $90.77 -18.2%
91 KRE SPDR S&P REGIONAL BANKING ETF 161,987.0 $12.1M 0.07% +50K +44.8% $74.70 +0.1%
92 EUFN ISHARES TR 301,357.0 $11.7M 0.07% +74K +32.4% $38.92 +9.1%
93 BX BLACKSTONE INC Financial Services 98,478.0 $11.6M 0.07% +20K +26.0% $117.49 +22.3%
94 IEF ISHARES 7-10 YEAR TREASURY BOND ETF 119,486.0 $11.3M 0.07% +27K +29.1% $94.74 -1.8%
95 EWJ ISHARES MSCI JAPAN ETF 120,390.0 $11.2M 0.07% +27K +29.1% $93.34 +1.6%
96 FICO FAIR ISAAC CORP Technology 9,185.0 $11.0M 0.07% +152.0 +1.7% $1194.31 -2.3%
97 TROW PRICE T ROWE GROUP INC Financial Services 94,637.0 $10.8M 0.07% +88K +1261.7% $113.69 -1.2%
98 KHC KRAFT HEINZ CO Consumer Defensive 450,542.0 $10.7M 0.07% +62K +15.9% $23.67 +8.4%
99 DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST Financial Services 20,330.0 $10.6M 0.07% +14K +203.7% $522.51 +2.1%
100 VICI VICI PPTYS INC Real Estate 394,027.0 $10.5M 0.07% +8K +2.2% $26.55 +0.9%
Page 5 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%