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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 2 of 21  ·  401 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ORCL ORACLE CORP Technology 368,808.0 $53.9M 0.34% -6K -1.6% $146.19 -2.6%
22 C CITIGROUP INC Financial Services 380,351.0 $53.3M 0.33% -7K -1.7% $140.04 -5.9%
23 BAC BANK AMERICA CORP Financial Services 914,224.0 $52.0M 0.32% -52K -5.4% $56.89 +9.6%
24 COIN COINBASE GLOBAL INC Financial Services 335,217.0 $48.8M 0.30% -54K -13.8% $145.63 +23.2%
25 MRK MERCK & CO INC Healthcare 369,659.0 $47.5M 0.30% -38K -9.2% $128.48 +17.3%
26 GILD GILEAD SCIENCES INC Healthcare 363,083.0 $45.9M 0.28% -5K -1.5% $126.29 +16.2%
27 GLD SPDR GOLD SHARES Financial Services 119,549.0 $44.2M 0.28% -350K -74.6% $370.02 +15.3%
28 TXN TEXAS INSTRS INC Technology 146,450.0 $43.5M 0.27% -1K -1.0% $297.33 -12.9%
29 GS GOLDMAN SACHS GROUP INC Financial Services 42,427.0 $42.9M 0.27% -25K -36.7% $1010.31 +2.6%
30 PLTR PALANTIR TECHNOLOGIES INC Technology 362,640.0 $42.3M 0.26% -387K -51.6% $116.61 +50.8%
31 PANW PALO ALTO NETWORKS INC Technology 120,322.0 $40.9M 0.25% -18K -12.8% $339.62 +3.3%
32 APP APPLOVIN CORP Technology 78,217.0 $40.2M 0.25% -2K -3.1% $514.48 -42.0%
33 IBM INTERNATIONAL BUSINESS MACHS Technology 134,582.0 $37.8M 0.23% -116K -46.2% $280.65 -17.7%
34 TSLA TESLA INC Consumer Cyclical 88,539.0 $37.1M 0.23% -68K -43.4% $419.49 -16.8%
35 UNH UNITEDHEALTH GROUP INC Healthcare 83,112.0 $34.6M 0.21% -741.0 -0.9% $415.77 -4.1%
36 AMGN AMGEN INC Healthcare 94,325.0 $34.1M 0.21% -891.0 -0.9% $361.99 +22.6%
37 EWZ ISHARES MSCI BRAZIL ETF 975,646.0 $33.6M 0.21% -1.4M -58.4% $34.43 +2.2%
38 APH AMPHENOL CORP NEW Technology 189,827.0 $33.4M 0.21% -20K -9.5% $176.05 -11.6%
39 VT VANGUARD INTL EQUITY INDEX F 209,500.0 $32.9M 0.20% -32K -13.4% $156.95 +2.0%
40 EWY ISHARES MSCI SOUTH KOREA ETF 162,592.0 $32.7M 0.20% -50K -23.6% $201.37 -13.8%
Page 2 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%