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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 4 of 19  ·  369 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NOC NORTHROP GRUMMAN CORP Industrials 20,342.0 $13.8M 0.10% -2K -8.2% $679.14 -23.2%
62 DG DOLLAR GEN CORP NEW Consumer Defensive 113,987.0 $13.5M 0.09% -2K -1.7% $118.40 -4.2%
63 IDXX IDEXX LABS INC Healthcare 23,732.0 $13.3M 0.09% -1K -4.8% $561.78 +0.1%
64 SO SOUTHERN CO Utilities 137,624.0 $13.2M 0.09% -761.0 -0.6% $96.27 -3.3%
65 EWP ISHARES MSCI SPAIN ETF 243,942.0 $13.2M 0.09% -1.6M -87.0% $54.01 +9.3%
66 HWM HOWMET AEROSPACE INC Industrials 56,756.0 $13.0M 0.09% -4K -5.9% $229.72 +20.9%
67 PEP PEPSICO INC Consumer Defensive 83,360.0 $13.0M 0.09% -19K -18.3% $155.35 -8.6%
68 EEM ISHARES MSCI EMERGING MARKETS ETF 232,719.0 $12.9M 0.09% -19K -7.7% $55.63 +27.2%
69 REGN REGENERON PHARMACEUTICALS Healthcare 16,148.0 $12.4M 0.09% -20K -55.2% $770.07 -20.8%
70 RSP INVESCO S&P 500 EQUAL WEIGHT ETF 64,748.0 $12.4M 0.09% -181K -73.6% $191.40 +9.7%
71 ROK ROCKWELL AUTOMATION INC Industrials 33,659.0 $12.1M 0.09% -511.0 -1.5% $358.88 +32.0%
72 AJG GALLAGHER ARTHUR J & CO Financial Services 55,360.0 $11.9M 0.08% -7K -11.8% $215.56 -0.7%
73 ASML ASML Holding NV Technology 9,035.0 $11.7M 0.08% -2K -19.0% $1294.82 +49.0%
74 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 174,412.0 $11.7M 0.08% -2K -1.3% $67.07 +43.1%
75 SYY SYSCO CORP Consumer Defensive 161,602.0 $11.5M 0.08% -2K -1.5% $71.31 +10.4%
76 MTB M & T BK CORP Financial Services 54,937.0 $11.4M 0.08% -908.0 -1.6% $206.72 +8.9%
77 HD HOME DEPOT INC Consumer Cyclical 34,548.0 $11.4M 0.08% -2K -5.7% $328.70 +1.7%
78 DE DEERE & CO Industrials 19,475.0 $10.9M 0.08% -4K -15.9% $561.23 +5.0%
79 FIS FIDELITY NATL INFORMATION SV Technology 230,600.0 $10.8M 0.08% -2K -0.9% $46.91 -18.5%
80 MTD METTLER TOLEDO INTERNATIONAL Healthcare 8,472.0 $10.7M 0.07% -155.0 -1.8% $1260.68 -9.2%
Page 4 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%