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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 9 of 13  ·  252 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 VIRT VIRTU FINL INC Financial Services 65,052.0 $2.8M 0.02% +25K +60.9% $43.74 +44.2%
162 EXC EXELON CORP Utilities 57,870.0 $2.8M 0.02% +27K +84.6% $48.89 -6.3%
163 MRSH MARSH & MCLENNAN COS INC Financial Services 15,911.0 $2.8M 0.02% +378.0 +2.4% $173.61 -6.5%
164 ALGN ALIGN TECHNOLOGY INC Healthcare 15,522.0 $2.7M 0.02% +14K +718.7% $171.42 +6.2%
165 KKR KKR & CO INC Financial Services 28,243.0 $2.6M 0.02% +1K +4.2% $92.12 +5.3%
166 PNC PNC FINL SVCS GROUP INC Financial Services 12,499.0 $2.6M 0.02% +359.0 +3.0% $208.05 +11.5%
167 CDW CDW CORP Technology 21,363.0 $2.6M 0.02% +2K +10.1% $120.30 +6.7%
168 SHW SHERWIN WILLIAMS CO Basic Materials 7,760.0 $2.5M 0.02% +368.0 +5.0% $320.31 +0.2%
169 XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 23,026.0 $2.5M 0.02% +15K +199.2% $107.36 +9.2%
170 XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 30,283.0 $2.5M 0.02% +1K +3.5% $81.37 +2.3%
171 OTIS OTIS WORLDWIDE CORP Industrials 31,931.0 $2.5M 0.02% +16K +99.7% $77.08 -4.9%
172 TENB TENABLE HLDGS INC Technology 143,829.0 $2.4M 0.02% +83K +135.6% $16.83 +59.7%
173 RSG REPUBLIC SVCS INC Industrials 10,971.0 $2.4M 0.02% +517.0 +5.0% $219.02 -6.4%
174 VTR VENTAS INC Real Estate 28,975.0 $2.4M 0.02% +13K +87.2% $81.82 +0.4%
175 INGERSOLL RAND INC 28,286.0 $2.3M 0.02% +3K +12.7% $80.05
176 CPB THE CAMPBELLS COMPANY Consumer Defensive 100,656.0 $2.2M 0.02% +37K +58.8% $22.19 -4.7%
177 SAP SAP SE Technology 12,826.0 $2.2M 0.01% +8K +176.8% $169.47 -8.4%
178 EZA ISHARES MSCI SOUTH AFRICA ETF 32,062.0 $2.2M 0.01% +28K +633.5% $67.44 -1.0%
179 AFRM AFFIRM HLDGS INC Technology 48,920.0 $2.2M 0.01% +31K +177.6% $44.09 +67.6%
180 DOCU DOCUSIGN INC Technology 45,508.0 $2.1M 0.01% +9K +25.1% $47.23 -8.0%
Page 9 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%