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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 1 of 3  ·  54 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 EWI ISHARES INC 967,869.0 $57.2M 0.36% NEW $59.15 +6.4%
2 VOD VODAFONE GROUP PLC NEW Communication Services 241,698.0 $3.2M 0.02% NEW $13.22 +20.7%
3 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 4,100.0 $2.9M 0.02% NEW $700.59 -0.1%
4 HONEYWELL AEROSPACE INC 9,546.0 $2.1M 0.01% NEW $221.07
5 HONEYWELL INTL INC 6,785.0 $1.5M 0.01% NEW $227.54
6 ACMR ACM RESH INC Technology 10,000.0 $1.2M 0.01% NEW $122.46 -35.2%
7 FTAI AVIATION LTD 4,520.0 $1.2M 0.01% NEW $267.50
8 KEEL KEEL INFRASTRUCTURE CORP Technology 185,256.0 $1.0M 0.01% NEW $5.62 -41.0%
9 JLL JONES LANG LASALLE INC Real Estate 3,269.0 $1.0M 0.01% NEW $310.90 +24.6%
10 ILMN ILLUMINA INC Healthcare 5,724.0 $1.0M 0.01% NEW $176.96 +24.0%
11 LPLA LPL FINL HLDGS INC Financial Services 3,433.0 $965K 0.01% NEW $281.12 +28.5%
12 CARNIVAL CORP LTD 28,889.0 $825K 0.01% NEW $28.57
13 WPC WP CAREY INC Real Estate 11,200.0 $810K 0.01% NEW $72.33 -1.6%
14 DUPONT DE NEMOURS INC 10,741.0 $748K 0.01% NEW $69.63
15 ENTG ENTEGRIS INC Technology 3,939.0 $685K 0.00% NEW $173.79 -17.3%
16 UMC UNITED MICROELECTRONICS CORP Technology 25,316.0 $676K 0.00% NEW $26.70 -31.3%
17 XPO XPO INC Industrials 2,962.0 $598K 0.00% NEW $201.95 -2.1%
18 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 1,498.0 $566K 0.00% NEW $377.54 -29.4%
19 SNX TD SYNNEX CORPORATION Technology 2,060.0 $551K 0.00% NEW $267.70 -6.6%
20 THOMSON REUTERS CORP 6,804.0 $549K 0.00% NEW $80.72
Page 1 of 3  ·  54 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%