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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 19 of 21  ·  401 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 NDSN NORDSON CORP Industrials 1,191.0 $359K 0.00% -322.0 -21.3% $301.69 +10.7%
362 BR BROADRIDGE FINL SOLUTIONS IN Technology 2,598.0 $356K 0.00% -985.0 -27.5% $136.95 +35.4%
363 EXP EAGLE MATLS INC Basic Materials 1,541.0 $346K 0.00% -41K -96.4% $224.54 -9.0%
364 GPC GENUINE PARTS CO Consumer Cyclical 2,902.0 $342K 0.00% -1K -30.5% $117.81 +15.2%
365 AA ALCOA CORP Basic Materials 6,435.0 $341K 0.00% -2K -21.2% $52.94 -6.7%
366 PDD PDD HOLDINGS INC Consumer Cyclical 4,409.0 $338K 0.00% -2K -25.6% $76.59 +13.7%
367 LVS LAS VEGAS SANDS CORP Consumer Cyclical 7,165.0 $331K 0.00% -2K -22.8% $46.18 +1.7%
368 Everest Re Group Ltd 889.0 $317K 0.00% -361.0 -28.9% $356.83
369 REGCO REGENCY CTRS CORP 3,929.0 $313K 0.00% -1K -25.4% $79.73
370 HOG HARLEY DAVIDSON INC Consumer Cyclical 12,725.0 $311K 0.00% -80K -86.2% $24.44 +15.7%
371 ATI ATI INC Industrials 1,519.0 $300K 0.00% -1K -47.9% $197.28 +6.4%
372 AIZ ASSURANT INC Financial Services 1,113.0 $299K 0.00% -424.0 -27.6% $268.53 +7.2%
373 COOPER COS INC 4,029.0 $289K 0.00% -2K -32.0% $71.75
374 MKC MCCORMICK & CO INC Consumer Defensive 5,704.0 $288K 0.00% -2K -26.7% $50.42 +11.5%
375 AVY AVERY DENNISON CORP Industrials 1,719.0 $279K 0.00% -4K -71.8% $162.35 +13.1%
376 AVAV AEROVIRONMENT INC Industrials 1,733.0 $278K 0.00% -24K -93.2% $160.70 -7.8%
377 SATS ECHOSTAR CORP Technology 2,726.0 $277K 0.00% -1K -29.2% $101.50 -14.4%
378 ROL ROLLINS INC Consumer Cyclical 6,579.0 $275K 0.00% -2K -21.6% $41.78 -10.8%
379 RUN SUNRUN INC Energy 18,901.0 $262K 0.00% -4K -15.8% $13.87 -35.7%
380 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 5,381.0 $258K 0.00% -2K -23.6% $48.00 -9.0%
Page 19 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%