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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 15 of 19  ·  369 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 RJF RAYMOND JAMES FINL INC Financial Services 5,384.0 $780K 0.01% -40.0 -0.7% $144.79 +7.6%
282 LEN LENNAR CORP Consumer Cyclical 8,976.0 $778K 0.01% -121K -93.1% $86.69 +3.5%
283 UHS UNIVERSAL HLTH SVCS INC Healthcare 4,342.0 $777K 0.01% -634.0 -12.7% $178.95 -21.1%
284 YUMC YUM CHINA HLDGS INC Consumer Cyclical 15,871.0 $774K 0.01% -2K -11.6% $48.78 -11.3%
285 CHD CHURCH & DWIGHT CO INC Consumer Defensive 8,265.0 $771K 0.01% -2K -20.4% $93.32 +2.5%
286 DRI DARDEN RESTAURANTS INC Consumer Cyclical 3,794.0 $744K 0.01% -43.0 -1.1% $195.98 +8.9%
287 TXT TEXTRON INC Industrials 8,501.0 $738K 0.01% -850.0 -9.1% $86.87 +3.0%
288 MGRC MCGRATH RENTCORP Industrials 6,767.0 $736K 0.01% -2K -18.7% $108.74 +8.7%
289 EVRG EVERGY INC Utilities 8,764.0 $717K 0.01% -454.0 -4.9% $81.86 +0.8%
290 VGSH VANGUARD SCOTTSDALE FDS 12,275.0 $715K 0.01% -2K -15.5% $58.26 -0.2%
291 UPBOUND GROUP INC 40,815.0 $715K 0.01% -10K -18.9% $17.52
292 VGT VANGUARD INFORMATION TECHNOLOGY ETF 992.0 $675K 0.01% -2K -68.1% $680.92 -82.4%
293 TWLO TWILIO INC Communication Services 5,324.0 $652K 0.01% -1K -17.6% $122.45 +52.0%
294 XLRE SPDR REAL ESTATE SELECT SECTOR ETF 15,736.0 $640K 0.00% -21K -57.7% $40.69 +7.8%
295 CORPAY INC 2,190.0 $637K 0.00% -66.0 -2.9% $290.81
296 CLSK CLEANSPARK INC Technology 76,133.0 $635K 0.00% -6K -7.0% $8.34 +106.8%
297 TROW PRICE T ROWE GROUP INC Financial Services 6,950.0 $627K 0.00% -49.0 -0.7% $90.16 +19.4%
298 FDS FACTSET RESH SYS INC Financial Services 2,827.0 $610K 0.00% -400.0 -12.4% $215.95 +2.5%
299 THC TENET HEALTHCARE CORP Healthcare 3,265.0 $599K 0.00% -762.0 -18.9% $183.47 -5.9%
300 SBAC SBA COMMUNICATIONS CORP NEW Real Estate 3,381.0 $582K 0.00% -6K -63.5% $172.24 +8.5%
Page 15 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%