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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 6 of 13  ·  252 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ALB ALBEMARLE CORP Basic Materials 46,232.0 $8.3M 0.06% +24K +107.8% $179.11 -10.5%
102 MCHP MICROCHIP TECHNOLOGY INC. Technology 126,505.0 $8.1M 0.06% +26K +25.7% $64.16 +55.5%
103 EOG EOG RES INC Energy 55,278.0 $8.0M 0.06% +38K +211.0% $144.10 -9.8%
104 ENTERGY CORP NEW 66,850.0 $7.5M 0.05% +10K +17.3% $111.87
105 PINS PINTEREST INC Communication Services 405,366.0 $7.4M 0.05% +50K +13.9% $18.24 +11.1%
106 PM PHILIP MORRIS INTL INC Consumer Defensive 44,623.0 $7.4M 0.05% +377.0 +0.8% $165.33 +7.9%
107 KRE SPDR S&P REGIONAL BANKING ETF 111,892.0 $7.2M 0.05% +28K +34.0% $64.74 +10.8%
108 LMT LOCKHEED MARTIN CORP Industrials 11,922.0 $7.2M 0.05% +2K +25.1% $604.26 -15.4%
109 ILF ISHARES LATIN AMERICA 40 ETF 206,400.0 $7.0M 0.05% +136K +193.2% $34.11 -0.6%
110 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 44,720.0 $7.0M 0.05% +3K +6.1% $156.80 -14.6%
111 VLTO VERALTO CORP Industrials 78,135.0 $6.9M 0.05% +44K +125.8% $88.36 -6.3%
112 LULU LULULEMON ATHLETICA INC Consumer Cyclical 44,923.0 $6.8M 0.05% +36K +429.9% $150.71 -25.8%
113 URI UNITED RENTALS INC Industrials 9,318.0 $6.8M 0.05% +3K +55.0% $725.13 +48.5%
114 CRWV COREWEAVE INC Technology 91,462.0 $6.7M 0.05% +45K +95.0% $72.95 +61.7%
115 ZM ZOOM COMMUNICATIONS INC Technology 78,398.0 $6.2M 0.04% +9K +13.5% $79.65 +9.7%
116 DASH DOORDASH INC Communication Services 39,994.0 $6.0M 0.04% +8K +26.3% $149.60 +15.9%
117 HPE HEWLETT PACKARD ENTERPRISE C Technology 253,870.0 $5.9M 0.04% +24K +10.5% $23.32 +103.3%
118 NU NU HOLDING LTD Financial Services 412,379.0 $5.9M 0.04% +194K +88.7% $14.20 -10.5%
119 F FORD MTR CO Consumer Cyclical 476,976.0 $5.5M 0.04% +122K +34.4% $11.47 +22.6%
120 JD JD.COM INC Consumer Cyclical 186,404.0 $5.5M 0.04% +94K +102.2% $29.26 -5.8%
Page 6 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%