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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 3 of 3  ·  54 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 LW LAMB WESTON HLDGS INC Consumer Defensive 5,038.0 $216K 0.00% NEW $42.97 +27.5%
42 IDA IDACORP INC Utilities 1,407.0 $214K 0.00% NEW $152.24 -9.2%
43 WTRG ESSENTIAL UTILS INC Utilities 5,554.0 $214K 0.00% NEW $38.57 +7.2%
44 CIBR FIRST TR EXCHANGE TRADED FD 2,371.0 $211K 0.00% NEW $89.10 +4.6%
45 INGR INGREDION INC Consumer Defensive 2,224.0 $211K 0.00% NEW $94.78 +12.0%
46 POR PORTLAND GEN ELEC CO Utilities 3,956.0 $206K 0.00% NEW $52.13 -4.7%
47 THO THOR INDS INC Consumer Cyclical 2,705.0 $204K 0.00% NEW $75.40 +5.3%
48 AR ANTERO RESOURCES CORP Energy 5,700.0 $203K 0.00% NEW $35.58 +6.5%
49 POWL POWELL INDS INC Industrials 708.0 $202K 0.00% NEW $285.10 -33.7%
50 KNF KNIFE RIVER CORP Basic Materials 2,430.0 $202K 0.00% NEW $82.99 -23.3%
51 RMBS RAMBUS INC DEL Technology 1,605.0 $201K 0.00% NEW $125.29 -30.5%
52 MDU MDU RES GROUP INC Industrials 9,415.0 $201K 0.00% NEW $21.30 -6.3%
53 MAT MATTEL INC Consumer Cyclical 13,887.0 $191K 0.00% NEW $13.78 +7.5%
54 SNAP SNAP INC Communication Services 43,721.0 $191K 0.00% NEW $4.38 +26.3%
Page 3 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%