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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 18 of 21  ·  401 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 XHB SPDR S&P HOMEBUILDERS ETF 4,253.0 $492K 0.00% -38K -90.0% $115.62 -8.1%
342 BHP BHP GROUP LTD Basic Materials 5,896.0 $488K 0.00% -4K -37.4% $82.71 +17.4%
343 CMS CMS ENERGY CORP Utilities 6,279.0 $481K 0.00% -2K -28.3% $76.55 -10.6%
344 KEY KEYCORP Financial Services 20,694.0 $477K 0.00% -8K -28.1% $23.05 -5.1%
345 PNW PINNACLE WEST CAP CORP Utilities 4,429.0 $476K 0.00% -483.0 -9.8% $107.44 -9.1%
346 KGC KINROSS GOLD CORP Basic Materials 19,334.0 $452K 0.00% -34K -63.5% $23.40 +41.0%
347 SBAC SBA COMMUNICATIONS CORP NEW Real Estate 2,488.0 $439K 0.00% -893.0 -26.4% $176.27 +5.0%
348 PKG PACKAGING CORP AMER Consumer Cyclical 1,771.0 $422K 0.00% -784.0 -30.7% $238.28 +4.4%
349 GIB CGI INC Technology 6,571.0 $419K 0.00% -8K -53.9% $63.81 +17.3%
350 WRB BERKLEY W R CORP Financial Services 5,883.0 $415K 0.00% -3K -30.9% $70.53 -1.2%
351 DQ DAQO NEW ENERGY CORP Technology 30,550.0 $406K 0.00% -31K -50.7% $13.31 +8.4%
352 ESS ESSEX PPTY TR INC Real Estate 1,360.0 $396K 0.00% -558.0 -29.1% $291.43 +0.7%
353 LNT ALLIANT ENERGY CORP Utilities 5,167.0 $394K 0.00% -2K -30.2% $76.28 -10.3%
354 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 4,557.0 $392K 0.00% -1K -23.6% $86.09 +17.3%
355 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 7,557.0 $390K 0.00% -9K -54.1% $51.56 +6.6%
356 NVR NVR INC Consumer Cyclical 55.0 $375K 0.00% -27.0 -32.9% $6813.82 -6.1%
357 BALL BALL CORP Consumer Cyclical 5,979.0 $373K 0.00% -9K -60.4% $62.40 +3.2%
358 TSCO TRACTOR SUPPLY CO Consumer Cyclical 11,777.0 $372K 0.00% -4K -27.4% $31.61 +13.6%
359 APA APA CORPORATION Energy 11,352.0 $371K 0.00% -10K -45.6% $32.71 +31.3%
360 CRS CARPENTER TECHNOLOGY CORP Industrials 598.0 $368K 0.00% -191.0 -24.2% $615.43 -22.5%
Page 18 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%