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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 5 of 21  ·  401 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 XOM EXXON MOBIL CORP Energy 92,520.0 $12.6M 0.08% -60K -39.4% $136.68 +20.0%
82 DE DEERE & CO Industrials 18,773.0 $11.9M 0.07% -702.0 -3.6% $632.52 +2.5%
83 GSK GSK PLC Healthcare 219,939.0 $11.5M 0.07% -131K -37.3% $52.42 -1.2%
84 PG PROCTER AND GAMBLE CO Consumer Defensive 78,087.0 $11.4M 0.07% -29K -27.0% $146.57 +0.0%
85 CIEN CIENA CORP Technology 23,338.0 $11.4M 0.07% -4K -14.1% $488.38 -23.8%
86 SPGI S&P GLOBAL INC Financial Services 27,734.0 $11.3M 0.07% -2K -6.3% $407.23 +6.9%
87 SO SOUTHERN CO Utilities 114,388.0 $10.9M 0.07% -23K -16.9% $95.61 -5.8%
88 GE GE AEROSPACE Industrials 29,009.0 $10.8M 0.07% -11K -26.9% $373.60 -8.5%
89 AJG GALLAGHER ARTHUR J & CO Financial Services 47,030.0 $10.8M 0.07% -8K -15.1% $229.16 +18.7%
90 HPQ HP INC Technology 478,365.0 $10.5M 0.07% -40K -7.8% $21.96 +30.1%
91 MTD METTLER TOLEDO INTERNATIONAL Healthcare 8,124.0 $10.4M 0.07% -348.0 -4.1% $1277.28 +9.5%
92 AFL AFLAC INC Financial Services 86,551.0 $10.1M 0.06% -1K -1.3% $117.25 +0.8%
93 PEP PEPSICO INC Consumer Defensive 74,355.0 $10.1M 0.06% -9K -10.8% $135.90 +6.5%
94 JBL JABIL INC Technology 25,623.0 $9.9M 0.06% -2K -6.9% $385.23 -20.9%
95 FAST FASTENAL CO Industrials 200,250.0 $9.6M 0.06% -3K -1.4% $48.03 +6.8%
96 URI UNITED RENTALS INC Industrials 8,491.0 $9.6M 0.06% -827.0 -8.9% $1130.59 -4.2%
97 HD HOME DEPOT INC Consumer Cyclical 25,940.0 $9.1M 0.06% -9K -24.9% $352.50 -4.3%
98 KMI KINDER MORGAN INC DEL Energy 283,213.0 $9.1M 0.06% -200K -41.3% $31.97 -3.0%
99 EL LAUDER ESTEE COS INC Consumer Defensive 114,583.0 $9.0M 0.06% -7K -5.5% $78.95 +31.9%
100 KO COCA COLA CO Consumer Defensive 109,866.0 $8.9M 0.06% -20K -15.3% $81.42 +13.0%
Page 5 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%