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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 9 of 12  ·  237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 AXON AXON ENTERPRISE INC Industrials 5,996.0 $3.3M 0.02% +3K +111.2% $553.30 +8.0%
162 SJM SMUCKER J M CO Consumer Defensive 29,445.0 $3.3M 0.02% +2K +8.3% $112.59 +11.8%
163 GDDY GODADDY INC Technology 38,041.0 $3.2M 0.02% +10K +36.6% $84.61 +18.8%
164 TTD THE TRADE DESK INC Technology 178,153.0 $3.2M 0.02% +16K +9.8% $17.80 -25.4%
165 NTR NUTRIEN LTD Basic Materials 49,866.0 $3.1M 0.02% +36K +263.1% $63.06 +17.8%
166 CRL CHARLES RIV LABS INTL INC Healthcare 13,854.0 $3.1M 0.02% +92.0 +0.7% $226.79 +31.7%
167 HAS HASBRO INC Consumer Cyclical 37,003.0 $3.1M 0.02% +3K +7.7% $82.66 +15.4%
168 BEN FRANKLIN RESOURCES INC Financial Services 90,189.0 $3.0M 0.02% +846.0 +0.9% $33.27 +4.1%
169 LITE LUMENTUM HLDGS INC Technology 3,175.0 $2.7M 0.02% +719.0 +29.3% $857.23 -3.2%
170 IT GARTNER INC Technology 20,517.0 $2.7M 0.02% +11K +121.9% $129.69 +56.4%
171 EWU ISHARES MSCI UNITED KINGDOM ETF 56,566.0 $2.6M 0.02% +26K +82.6% $46.07 +6.6%
172 HSIC HENRY SCHEIN INC Healthcare 31,171.0 $2.6M 0.02% +496.0 +1.6% $83.52 +7.2%
173 PODD INSULET CORP Healthcare 16,607.0 $2.5M 0.02% +2K +14.7% $152.85 -4.9%
174 ISHARES CURRENCY HEDGED MSCI EUROZONE ETF 47,480.0 $2.4M 0.01% +42K +759.1% $50.11
175 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 44,000.0 $2.3M 0.01% +471.0 +1.1% $52.87 +2.2%
176 XOP SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF 14,164.0 $2.2M 0.01% +6K +76.6% $156.22 +19.2%
177 CAG CONAGRA BRANDS INC Consumer Defensive 162,212.0 $2.2M 0.01% +25K +18.4% $13.48 +23.7%
178 FOX FOX CORP 45,834.0 $2.1M 0.01% +514.0 +1.1% $46.84
179 RDDT REDDIT INC Communication Services 11,548.0 $2.1M 0.01% +2K +20.1% $177.68 -14.1%
180 CORZ CORE SCIENTIFIC INC NEW Technology 80,595.0 $2.1M 0.01% +1K +1.6% $25.44 -32.1%
Page 9 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%