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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 2 of 19  ·  369 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VT VANGUARD INTL EQUITY INDEX F 242,000.0 $33.5M 0.23% -129K -34.8% $138.32 +14.0%
22 PFE PFIZER INC Healthcare 1,177,115.0 $33.0M 0.23% -26K -2.2% $28.05 -10.1%
23 BMY BRISTOL-MYERS SQUIBB CO Healthcare 543,291.0 $32.9M 0.23% -98K -15.3% $60.61 -10.9%
24 SCHW SCHWAB CHARLES CORP Financial Services 343,069.0 $32.2M 0.23% -15K -4.3% $93.95 -2.4%
25 ADBE ADOBE INC Technology 128,601.0 $31.2M 0.22% -18K -12.5% $242.72 -19.6%
26 SLB SCHLUMBERGER LTD Energy 577,466.0 $29.6M 0.21% -124K -17.6% $51.34 -6.3%
27 MS MORGAN STANLEY Financial Services 163,304.0 $26.7M 0.19% -130K -44.4% $163.55 +36.5%
28 WBD WARNER BROS DISCOVERY INC Communication Services 954,861.0 $26.2M 0.18% -16K -1.7% $27.46 -4.4%
29 TGT TARGET CORP Consumer Defensive 213,066.0 $25.7M 0.18% -17K -7.5% $120.62 +8.4%
30 EWY ISHARES MSCI SOUTH KOREA ETF 212,878.0 $25.3M 0.18% -306K -59.0% $118.79 +84.5%
31 BKR BAKER HUGHES COMPANY Energy 387,921.0 $23.6M 0.17% -116K -23.1% $60.89 -4.1%
32 MCK MCKESSON CORP Healthcare 27,245.0 $23.6M 0.17% -1K -3.9% $864.86 -13.2%
33 BK BANK NEW YORK MELLON CORP Financial Services 197,024.0 $23.4M 0.16% -7K -3.5% $118.63 +20.1%
34 LOW LOWES COS INC Consumer Cyclical 98,540.0 $23.2M 0.16% -920.0 -0.9% $235.36 -5.6%
35 MCHI ISHARES MSCI CHINA ETF 405,567.0 $22.7M 0.16% -14K -3.3% $55.86 -5.5%
36 UNH UNITEDHEALTH GROUP INC Healthcare 83,853.0 $22.6M 0.16% -11K -11.4% $269.20 +48.9%
37 KEYS KEYSIGHT TECHNOLOGIES INC Technology 79,249.0 $22.3M 0.16% -3K -3.2% $281.91 +29.0%
38 GM GENERAL MTRS CO Consumer Cyclical 300,157.0 $22.2M 0.16% -33K -9.8% $74.11 +7.0%
39 MPC MARATHON PETE CORP Energy 90,417.0 $22.1M 0.15% -8K -7.7% $244.45 -0.6%
40 EA ELECTRONIC ARTS INC Communication Services 105,914.0 $21.6M 0.15% -6K -5.5% $203.74 -0.8%
Page 2 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%