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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 11 of 19  ·  369 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 SE SEA LTD Consumer Cyclical 32,359.0 $2.6M 0.02% -11K -25.1% $80.54 +13.3%
202 CROX CROCS INC Consumer Cyclical 31,149.0 $2.5M 0.02% -952.0 -3.0% $81.43 +53.6%
203 FOX FOX CORP Communication Services 45,320.0 $2.4M 0.02% -903.0 -1.9% $53.10 -11.6%
204 CRL CHARLES RIV LABS INTL INC Healthcare 13,762.0 $2.4M 0.02% -207.0 -1.5% $172.50 +7.2%
205 XLF FINANCIAL SELECT SECTOR SPDR FUND 48,262.0 $2.4M 0.02% -40K -45.5% $48.74 +9.9%
206 AKAM AKAMAI TECHNOLOGIES INC Technology 20,226.0 $2.3M 0.02% -30K -60.1% $114.19 +9.4%
207 GDDY GODADDY INC Technology 27,854.0 $2.3M 0.02% -13K -31.3% $82.58 -6.7%
208 DVA DAVITA INC Healthcare 14,795.0 $2.3M 0.02% -2K -12.6% $153.69 +35.3%
209 HSIC HENRY SCHEIN INC Healthcare 30,675.0 $2.3M 0.02% -448.0 -1.4% $73.70 +8.4%
210 GEN GEN DIGITAL INC Technology 117,638.0 $2.2M 0.01% -45K -27.7% $18.82 +28.5%
211 VTIP VANGUARD MALVERN FDS 43,311.0 $2.2M 0.01% -482K -91.8% $49.70 +1.0%
212 CAG CONAGRA BRANDS INC Consumer Defensive 136,968.0 $2.2M 0.01% -3K -2.3% $15.71 -16.0%
213 OTEX OPEN TEXT CORP Technology 99,748.0 $2.1M 0.01% -2K -1.6% $21.54 -4.0%
214 CBRE CBRE GROUP INC Real Estate 15,675.0 $2.1M 0.01% -1K -8.3% $134.71 -2.3%
215 BEN FRANKLIN RESOURCES INC Financial Services 89,343.0 $2.1M 0.01% -1K -1.5% $23.62 +39.9%
216 ITW ILLINOIS TOOL WKS INC Industrials 8,050.0 $2.1M 0.01% -72.0 -0.9% $260.29 +1.5%
217 BLDR BUILDERS FIRSTSOURCE INC Industrials 25,349.0 $2.1M 0.01% -1K -4.8% $82.09 -1.8%
218 AEP AMERICAN ELEC PWR CO INC Utilities 15,805.0 $2.1M 0.01% -177.0 -1.1% $131.07 -2.6%
219 DHI D R HORTON INC Consumer Cyclical 15,117.0 $2.0M 0.01% -192.0 -1.2% $135.53 +16.4%
220 ES EVERSOURCE ENERGY Utilities 28,728.0 $2.0M 0.01% -2K -8.0% $68.92 +1.0%
Page 11 of 19  ·  369 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%