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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 7 of 13  ·  252 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 AEM AGNICO EAGLE MINES LTD Basic Materials 27,233.0 $5.4M 0.04% +5K +22.9% $198.05 -15.9%
122 MARA MARA HOLDINGS INC Financial Services 664,835.0 $5.4M 0.04% +373K +128.1% $8.07 +76.2%
123 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 16,231.0 $5.3M 0.04% +2K +16.1% $325.50 +42.0%
124 DKNG DRAFTKINGS INC NEW Consumer Cyclical 248,524.0 $5.3M 0.04% +22K +9.9% $21.24 +24.2%
125 NTAP NETAPP INC Technology 49,872.0 $5.1M 0.04% +584.0 +1.2% $101.92 +56.7%
126 RL RALPH LAUREN CORP Consumer Cyclical 14,087.0 $4.8M 0.03% +127.0 +0.9% $343.78 +20.1%
127 ON ON SEMICONDUCTOR CORP Technology 76,420.0 $4.7M 0.03% +3K +3.8% $61.68 +97.2%
128 WELL WELLTOWER INC Real Estate 23,456.0 $4.6M 0.03% +611.0 +2.7% $197.59 +4.5%
129 CBOE CBOE GLOBAL MKTS INC Financial Services 16,252.0 $4.6M 0.03% +13K +404.9% $281.07 -11.4%
130 XLV HEALTH CARE SELECT SECTOR SPDR FUND 31,200.0 $4.5M 0.03% +4K +13.8% $145.27 +2.8%
131 BIDU BAIDU INC Communication Services 39,063.0 $4.3M 0.03% +19K +90.1% $110.25 +1.4%
132 MLM MARTIN MARIETTA MATLS INC Basic Materials 7,213.0 $4.2M 0.03% +169.0 +2.4% $586.21 +3.9%
133 CLS CELESTICA INC Technology 15,557.0 $4.2M 0.03% +7K +74.3% $270.15 +37.9%
134 GALAXY DIGITAL INC. 228,898.0 $4.2M 0.03% +163K +247.8% $18.32
135 XHB SPDR S&P HOMEBUILDERS ETF 42,626.0 $4.2M 0.03% +23K +115.9% $98.07 +13.2%
136 ABNB AIRBNB INC Consumer Cyclical 33,245.0 $4.2M 0.03% +1K +3.3% $125.50 +13.5%
137 OKTA OKTA INC Technology 53,109.0 $4.1M 0.03% +17K +48.4% $78.03 +51.0%
138 MRNA MODERNA INC Healthcare 81,612.0 $4.0M 0.03% +13K +19.1% $48.56 +31.7%
139 FITB FIFTH THIRD BANCORP Financial Services 82,181.0 $3.8M 0.03% +7K +9.7% $46.46 +13.5%
140 ADP AUTOMATIC DATA PROCESSING IN Industrials 18,463.0 $3.8M 0.03% +744.0 +4.2% $203.51 +7.3%
Page 7 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%