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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 4 of 21  ·  401 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 UPS UNITED PARCEL SERVICE INC Industrials 184,831.0 $19.9M 0.12% -5K -2.6% $107.48 -4.4%
62 DHR DANAHER CORPORATION Healthcare 103,667.0 $19.7M 0.12% -20K -15.8% $190.48 +12.9%
63 VRTX VERTEX PHARMACEUTICALS INC Healthcare 39,809.0 $19.7M 0.12% -969.0 -2.4% $495.83 +10.4%
64 LOW LOWES COS INC Consumer Cyclical 89,416.0 $19.7M 0.12% -9K -9.3% $220.17 -1.4%
65 NOW SERVICENOW INC Technology 197,086.0 $19.5M 0.12% -79K -28.5% $98.86 +29.5%
66 MCD MCDONALDS CORP Consumer Cyclical 70,917.0 $19.1M 0.12% -11K -13.2% $269.97 +1.0%
67 TRV TRAVELERS COMPANIES INC Financial Services 57,194.0 $18.9M 0.12% -321.0 -0.6% $330.12 +12.2%
68 CAT CATERPILLAR INC Industrials 17,584.0 $18.7M 0.12% -4K -17.2% $1063.56 -23.7%
69 DAL DELTA AIR LINES INC DEL Industrials 191,514.0 $17.9M 0.11% -62K -24.5% $93.54 -11.8%
70 FCX FREEPORT-MCMORAN INC Basic Materials 277,173.0 $17.4M 0.11% -127K -31.4% $62.78 +23.9%
71 CAH CARDINAL HEALTH INC Healthcare 72,700.0 $17.3M 0.11% -2K -3.1% $237.58 -2.2%
72 HCA HCA HEALTHCARE INC Healthcare 40,011.0 $15.6M 0.10% -2K -4.0% $389.89 +10.1%
73 HOOD ROBINHOOD MKTS INC Financial Services 149,259.0 $15.1M 0.09% -172K -53.5% $101.33 +2.3%
74 SMH VANECK ETF TRUST 22,544.0 $14.7M 0.09% -28K -55.3% $651.98 -16.1%
75 CVX CHEVRON CORP NEW Energy 87,689.0 $14.5M 0.09% -4K -4.2% $165.56 +22.6%
76 INTU INTUIT INC Technology 54,705.0 $14.3M 0.09% -33K -37.6% $260.99 +41.7%
77 SNOW SNOWFLAKE INC Technology 51,993.0 $13.2M 0.08% -30K -36.9% $254.35 +26.9%
78 HWM HOWMET AEROSPACE INC Industrials 48,909.0 $13.1M 0.08% -8K -13.8% $268.47 -1.9%
79 MCK MCKESSON CORP Healthcare 17,361.0 $13.1M 0.08% -10K -36.3% $755.28 +15.7%
80 JNJ JOHNSON & JOHNSON Healthcare 50,162.0 $12.7M 0.08% -22K -30.1% $253.99 +7.5%
Page 4 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%