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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 12 of 21  ·  401 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 STLD STEEL DYNAMICS INC Basic Materials 7,212.0 $1.7M 0.01% -2K -20.9% $229.80 -0.2%
222 EXC EXELON CORP Utilities 35,156.0 $1.6M 0.01% -23K -39.2% $46.71 -5.1%
223 CENCORA INC 5,805.0 $1.6M 0.01% -3K -36.6% $282.46
224 CTAS CINTAS CORP Industrials 9,574.0 $1.6M 0.01% -2K -16.7% $169.73 +22.2%
225 FIX COMFORT SYS USA INC Industrials 813.0 $1.6M 0.01% -193.0 -19.2% $1981.31 -18.8%
226 ITW ILLINOIS TOOL WKS INC Industrials 5,879.0 $1.6M 0.01% -2K -27.0% $270.47 +5.0%
227 HUBB HUBBELL INC Industrials 3,040.0 $1.6M 0.01% -566.0 -15.7% $521.92 -10.6%
228 NSC NORFOLK SOUTHN CORP Industrials 5,042.0 $1.6M 0.01% -2K -26.9% $314.59 +12.2%
229 VTR VENTAS INC Real Estate 17,692.0 $1.6M 0.01% -11K -38.9% $89.06 +4.9%
230 SPG SIMON PPTY GROUP INC NEW Real Estate 6,815.0 $1.5M 0.01% -3K -29.5% $223.75 -1.4%
231 TDG TRANSDIGM GROUP INC Industrials 1,119.0 $1.5M 0.01% -495.0 -30.7% $1332.04 -10.0%
232 TDY TELEDYNE TECHNOLOGIES INC Technology 2,202.0 $1.5M 0.01% -59.0 -2.6% $668.31 -6.4%
233 APD AIR PRODS & CHEMS INC Basic Materials 5,002.0 $1.5M 0.01% -2K -26.8% $293.12 +4.5%
234 ZS ZSCALER INC Technology 10,453.0 $1.5M 0.01% -23K -68.6% $140.17 +25.6%
235 DLR DIGITAL RLTY TR INC Real Estate 8,152.0 $1.5M 0.01% -8K -48.6% $179.65 +5.0%
236 INGERSOLL RAND INC 17,608.0 $1.4M 0.01% -11K -37.8% $81.98
237 WAT WATERS CORP Healthcare 3,861.0 $1.4M 0.01% -3K -41.8% $371.77 +10.5%
238 PCAR PACCAR INC Industrials 11,819.0 $1.4M 0.01% -4K -26.7% $120.12 +8.2%
239 A AGILENT TECHNOLOGIES INC Healthcare 10,592.0 $1.4M 0.01% -7K -41.3% $131.86 +16.4%
240 BURL BURLINGTON STORES INC Consumer Cyclical 4,395.0 $1.4M 0.01% -2K -30.9% $317.18 +4.2%
Page 12 of 21  ·  401 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%